Utz Brands, Inc. (UTZ) Q1 2026 Earnings Call Transcript
Utz Brands (UTZ) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.16 per share a year ago.
Items included in the recall are Zapp's Bayou Blackened Ranch Potato Chips, Dirty Salt and Vinegar Potato Chips, Zapp's Salt and Vinegar Potato Chips, Dirty Maui Onion Potato Chips, Zapp's Brand Big Cheezy Potato Chips, Zapp's Big Cheezy Potato Chips, Dirty Sour Cream and Onion Potato Chips. The specific universal product codes, best by dates and batchcodes for the impacted products can be found here.
Utz Brands (UTZ) is rated a Buy as current valuation reflects significant levels of risk already, with long-term growth potential remaining intact despite macro headwinds. UTZ targets 2026 as an inflection point, expecting $60–80M Adj. FCF, net leverage of 3.0x–3.2x, and robust cost savings following major supply chain investments. Macro risks—persistent inflation, consumer weakness, and competition from private labels—could pressure results, but UTZ's strong portfolio and expansion plans support upside.
Utz Brands is undervalued after investor selloffs following its California distribution expansion, presenting a compelling buy opportunity. UTZ's adjusted gross margin rose 560 bps to 36.5%, and its dividend has grown, with a current forward yield of 2.6% and a 30% payout ratio. Geographic expansion, especially into California, is a risk but leverages on-trend brands like Boulder Canyon and On the Border for growth.
Utz Brands Is Finally Looking Tastier (Rating Upgrade)
Utz Brands, Inc. (UTZ) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
Utz Brands (UTZ) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.22 per share a year ago.
Utz Brands is evolving from a regional snack leader into a scalable national platform, leveraging operational efficiency and strong route networks. UTZ continues to gain market share in a fragmented, competitive category, supported by disciplined pricing, strategic promotions, and successful geographic expansion. Financials show improving margins, organic growth, and manageable leverage, with expectations for increased free cash flow as capital expenditures moderate post-2025.
Utz Brands (UTZ) came out with quarterly earnings of $0.23 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.21 per share a year ago.
Utz is the third-largest U.S. salty snack maker with strong core brands. Returned to profitability in 2024 with $16M net income after two years of losses. Growth drivers include a new distribution center, higher marketing, and a focus on high-margin brands.
Utz Brands (UTZ) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.19 per share a year ago.