UTZ Brands (UTZ) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Speaker0Good morning. My name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Youth Brands Inc. Second Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded.At this time, I would like to turn the conference over to Trevor Martin, Senior Vice President of Investor Relations. Please go ahead.Speaker1Thank you, operator, and good morning, everyone. T ...

These forward-looking statements should not be relied upon as representing the Company's assessments as of any date subsequent to the date of this communication. The Company cautions investors not to place undue reliance upon any forward-looking statements, which speak only as of the date made. The Company does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, ...

Company Performance - Utz Brands reported quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.19 per share, and down from $0.19 per share a year ago, representing an earnings surprise of -10.53% [1] - The company posted revenues of $366.7 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.91%, compared to year-ago revenues of $356.19 million [2] - Over the last four quarters, Utz Brands has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Utz Brands shares have lost about 11.1% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current Zacks Rank for Utz Brands is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.25 on revenues of $370.1 million, and for the current fiscal year, it is $0.85 on revenues of $1.43 billion [7] - The outlook for the industry can significantly impact the stock's performance, with the Food - Miscellaneous industry currently in the bottom 28% of over 250 Zacks industries [8]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 29, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Utz Brands, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation) (Commission File Number) (Address of principal e ...

Utz Brands Reports Second Quarter 2025 Results Raises Organic Net Sales Growth Guidance and Advances Supply Chain Transformation Hanover, PA – July 31, 2025 – Utz Brands, Inc. (NYSE: UTZ) ("Utz" or the "Company"), a leading U.S. manufacturer of branded Salty Snacks and a small-cap value Staples equity, today reported financial results for the Company's second fiscal quarter ended June 29, 2025. 2Q'25 Summary (1) (1) All comparisons for the second quarter of 2025 are to the second quarter of 2024 (ended June ...

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Utz Brands (UTZ) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31 ...

Summary of UTZ Brands (UTZ) FY Conference Call - June 10, 2025 Industry Overview - The discussion primarily revolves around the salty snacks category, which has historically seen growth rates of 3% to 4% with a recent slowdown in price contributions due to inflationary pressures [3][4][6]. - The category is experiencing a shift in consumer behavior, with increased household penetration indicating a long-term opportunity for growth [4][5]. Core Insights and Arguments - **Growth Strategy**: The company emphasizes that it is not solely reliant on the salty snacks category for growth, indicating a diversified approach to business development [2][3]. - **Consumer Trends**: There is a notable shift in how consumers define value, with some prioritizing different oil bases or absolute price points. Growth is observed in both high-end retailers and discount stores [9][10]. - **Innovation and Marketing**: The company is focusing on marketing, innovation, and communication as key drivers for growth. New product launches, such as lemonade potato chips and Mike's Hot Honey cheese balls, are part of this strategy [10][28]. - **Competitive Landscape**: Competition remains stable, with private label products seeing a modest increase of about 1%. The company believes its marketing and innovation-led approach will continue to differentiate it in the market [12][13][16]. Financial Performance and Projections - **Sales Growth Targets**: The company reaffirms its long-term targets of 4% to 5% organic sales growth CAGR and double-digit adjusted EPS growth CAGR. For 2025, it expects low single-digit organic sales growth and 6% to 10% adjusted EBITDA growth [55][56]. - **Productivity Improvements**: The company has achieved significant productivity improvements, with a target of 6% in cost of goods sold for the current year. This is supported by operational efficiencies from consolidating distribution centers [57][59][60]. Additional Important Points - **Expansion Markets**: Approximately 44% of the business is now in expansion markets, with a focus on increasing market share and distribution gains. The company has seen growth in 25 out of 30 states tracked [41][42]. - **Marketing Investments**: The company is increasing its marketing spend to build brand awareness and drive consumer engagement, resulting in a 120 basis point increase in household penetration [48][49]. - **GLP-1 Impact**: Currently, the company has not observed significant impacts from GLP-1 medications on consumer behavior, but it remains vigilant to adapt to any emerging trends [50][51]. - **M&A Strategy**: While the company is open to M&A opportunities, it prioritizes organic growth and remains disciplined in its approach to acquisitions [64][70]. This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic focus, market dynamics, and financial outlook.

Core Insights - Investors are evaluating the value opportunities presented by Utz Brands (UTZ) and Mondelez (MDLZ) in the food sector [1] - Both companies currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] Valuation Metrics - UTZ has a forward P/E ratio of 14.22, while MDLZ has a forward P/E of 22.52, suggesting that UTZ is more attractively priced [5] - The PEG ratio for UTZ is 1.45, compared to MDLZ's PEG ratio of 5.62, indicating that UTZ may offer better value relative to its expected earnings growth [5] - UTZ's P/B ratio stands at 1.23, while MDLZ's P/B ratio is 3.40, further supporting the notion that UTZ is undervalued compared to MDLZ [6] Value Grades - Based on the valuation metrics, UTZ has a Value grade of B, while MDLZ has a Value grade of C, highlighting UTZ as the superior value option at this time [6]

Core Insights - Utz Brands, Inc. reported a strong start to Q1 2025 with organic net sales growth of 2.9%, driven by a 4.9% increase in branded salty snacks [4] Financial Performance - The company gained both dollar and volume share in the salty snacks category for the 13-week period ending March 31, 2025, as measured by Circana's MULO+ with convenience [4] - The growth momentum was attributed to the continued success of the company's Power 4 brands [4]

UTZ Brands (UTZ) Q1 2025 Earnings Call May 01, 2025 09:30 AM ET Company Participants Kevin Powers - SVP, IRAndrew Lazar - Managing DirectorHoward Friedman - CEO & DirectorAjay Kataria - Executive VP, CFO & Principal Accounting OfficerPeter Galbo - Director - Equity ResearchRobert Moskow - Managing Director Erica Eiler - Associate - Equity ResearchJohn Baumgartner - Managing Director, Equity Research Conference Call Participants Michael Lavery - Senior Equity Research AnalystJim Salera - Research AnalystScot ...