Behind The Idea #34: The FIZZ, The Noise, And The Brand
National Beverage is the maker of Lacroix and both one of the most enduring growth stories on the current market and one of the quirkiest. What to make about the short seller accusations, the CEO's bold statements, and the fact that we're investing in flavored water? We discuss a few recent bullish arguments and see how much Lacroix's story fizzes. Topics covered: 2:40 - Breaking down National Beverage's business 8:45 - The bullish beats - a takeover? consistent growth? ignore tariffs-depressed gross margin Learn more about your ad choices. Visit megaphone.fm/adchoices
