Utz Brands, Inc. (UTZ)

From the record

Utz Brands, Inc.'s filings since 2018 show 2 warning events of 2 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-05-04); an auditor change (8-K item 4.01, the latest 2020-09-03) (its current reports).

From the record

Utz Brands, Inc.'s 7 filed years say what it did: revenue went from $772 million in fiscal 2018 to $1.4 billion in fiscal 2025, up 9.3% a year; it rose in 4 of 6 years; the deepest fall was 2% from fiscal 2023 to fiscal 2024; net income was positive in 4 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-28, Utz Brands, Inc.'s diluted share count grew about 3.1% a year, and dividends and buybacks returned about 21% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 8 purchases of their own stock on the open market in the year to 2026-10-16, buying about $590 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-28, Utz Brands, Inc. earned about 0 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 74 cents per dollar of assets, and net share issuance: its share count grew 2.7% over the year (the filed statements).

From the record

Utz Brands, Inc.'s standing among 42 graded names in its industry family: revenue of $1.4 billion in fiscal 2025 ranks in the bottom 37% by size; a net margin of 0.1% ranks in the bottom 27%; revenue growth of 0.7% a year over the last 3 filed years ranks in the bottom 35% (its annual reports).

From the record

Utz Brands, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Friedman, Howard A (CEO, as filed), filing under that title since 2022-12-19, 3.9 years (bottom 39% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 6.2 years (top 42%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 42%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Utz Brands, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $120 million against debt of $850 million leaves -26.1% of its assets as net cash, bottom 23% of its family; cash from operations less capital spending is 0.7% of revenue (bottom 27%); a gross margin of 24.9% (bottom 46%) (its annual report).

From the record

Utz Brands, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 0.7% a year over the last three filed years against 9.3% over all 7, slowing (bottom 23% of its family); the newest year grew 2.1% (bottom 49%); capital spending grew 5.4% a year (top 30%) (its annual reports). Utz Brands, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Utz Brands, Inc.'s newest year against its own record: revenue of $1.4 billion in fiscal 2025 came in 2.1% above the $1.4 billion its prior three years' pace pointed to (top 45% of its family); net income of $800 thousand against a prior three-year average of $3 million (top 9%); a net margin of 0.1% against -0.2% before (top 40%) (its annual reports).