Every 8-K that Utz Brands, Inc. (UTZ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow UTZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UTZ filings page.
Utz Brands, Inc. reported second-quarter 2026 Net Sales of $371.8 million, up 1.4% from the prior-year quarter, with Organic Net Sales also up 1.4%. Growth reflected a 3.6% favorable net price realization and a (2.2)% decline in volume/mix; excluding prior-year Bonus Packs, price increased 3.0% and volume/mix decreased 1.6%. Branded Salty Snacks Organic Net Sales, representing 89% of total Net Sales, rose 3.3%, while Non-Branded & Non-Salty Snacks Organic Net Sales declined 12.1% due mainly to accelerated elimination of low-margin items.
Gross Profit Margin was 25.9%, down 10 bps, but Adjusted Gross Profit Margin expanded to 33.2% from 31.7% on productivity savings. SG&A was $101.3 million or 27.2% of Net Sales; Adjusted SG&A was $67.9 million or 18.3%. The company recorded a Net Loss of $16.0 million versus Net Income of $10.1 million a year earlier, when results included a $12.5 million gain from remeasurement of a warrant liability. Adjusted Net Income increased 14.8% to $27.1 million, and Adjusted EPS rose 11.8% to $0.19. EBITDA declined 55.5% to $17.4 million, while Adjusted EBITDA grew 14.4% to $55.7 million, a 15.0% margin.
As of June 28, 2026, Utz had total liquidity of $212.7 million, Net Debt of $791.0 million, and a Net Leverage Ratio of 3.5x based on trailing twelve months Adjusted EBITDA of $226.3 million. For the first half of 2026, cash flow used in operations was $(0.5) million, capital expenditures were $27.4 million, and Adjusted Free Cash Flow was $(26.6) million.
On July 20, 2026, Utz entered into a definitive agreement under which Intersnack Group subsidiaries will acquire all outstanding shares of Utz Class A Common Stock for $14.25 per share in cash. After closing, Utz is expected to become a private company owned 50% by the Rice and Lissette Family Entities and 50% by Intersnack Group. Closing is expected in the fourth quarter of 2026, subject to closing conditions. In light of the pending transaction, Utz is not providing 2026 outlook and will not host an earnings conference call.
Utz Brands, Inc. entered into a definitive Agreement and Plan of Merger with Idaho USA, Inc., Idaho Merger Sub, Inc. and Intersnack Group GmbH & Co. KG under which Merger Sub will merge into Utz and Utz will become an indirect wholly owned subsidiary of Intersnack.
At closing, each outstanding share of Class A Common Stock (with specified exceptions) will be converted into the right to receive $14.25 in cash per share, while all Class V Common Stock will be cancelled for no consideration. Outstanding stock options and director RSUs will vest and be cashed out based on the Merger Consideration, with underwater options cancelled; other RSUs convert into cash-based awards that retain service-based vesting.
The deal is subject to approval by a majority of all shares and a majority of disinterested stockholder votes, antitrust and other regulatory clearances, absence of Legal Restraints and no Company Material Adverse Effect. Concurrently, a TRA Amendment will terminate the Tax Receivable Agreement in exchange for a $44 million payment to Continuing Stockholders, and a recapitalization will occur in which Continuing Stockholders purchase 2,315,790 Common Units at $14.25 and Company LLC redeems units so that the Surviving Corporation and Continuing Stockholders each own 50% of Utz Brands Holdings, LLC.
The Merger Agreement includes customary covenants, a no‑shop with fiduciary out, an Outside Date of April 20, 2027, committed debt financing by Parent, and a $50 million termination fee payable by Utz in specified circumstances.
Utz Brands, Inc. agreed to be acquired by Intersnack Group GmbH & Co. KG, which will purchase all outstanding shares of Utz Class A Common Stock for $14.25 per share in cash. The price represents a 91% premium to the July 20, 2026 closing price and implies an enterprise value of approximately $2.9 billion.
The transaction will be financed with about $920 million of cash from Intersnack Group, a new $1.1 billion term loan facility, a new $250 million ABL facility, rollover equity by the Rice and Lissette Family, and a reinvestment of part of the proceeds from a $44 million tax receivable agreement settlement. After closing, Utz is expected to be privately owned 50% by the Rice and Lissette Family and 50% by Intersnack Group, and Utz common stock will cease trading on the NYSE.
A special committee of independent directors evaluated the deal and unanimously recommended it; the full board then unanimously approved it. The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals and approval by both a majority of outstanding common stock and a majority of votes cast by disinterested stockholders. The Rice and Lissette Family, Dylan Lissette and certain affiliates have committed to vote shares representing about 42% of Utz’s common stock in favor. Given the pending transaction, Utz will not host its usual second-quarter 2026 earnings call or provide related materials.
Utz Brands, Inc. announced that Mitchell Arends, its EVP, Chief Integrated Supply Chain Officer and principal operating officer, intends to resign effective June 19, 2026 to take a role at another public company. The company states his departure is not due to any disagreement over operations, policies, or practices.
Following his resignation, CEO Howard Friedman will also serve as principal operating officer, and the Executive Leadership Team will oversee Integrated Supply Chain functions. Utz Brands also reaffirmed its previously issued fiscal 2026 financial outlook that was communicated with its first-quarter 2026 results.
Utz Brands reported modest growth for the first quarter of 2026 and reaffirmed its full-year outlook. Net sales rose 2.6% to $361.3 million, with Organic Net Sales up the same amount. Branded Salty Snacks, which represent 89% of sales, grew Organic Net Sales 5.2%, led by the Power Four brands.
Profitability mixed on a GAAP basis: the company posted a net loss of $2.4 million and diluted loss per share of $(0.02), partly due to lapping an $11 million warrant remeasurement gain last year. However, Adjusted EBITDA increased 6.2% to $47.9 million, lifting the Adjusted EBITDA margin to 13.3%, helped by 210 basis points of Adjusted Gross Margin expansion.
Cash metrics improved but remained negative in the quarter. Cash flow used in operations was $12.2 million and Adjusted Free Cash Flow was $(25.9) million, both significantly better than a year ago. Net debt stood at $780.3 million, for a Net Leverage Ratio of 3.6x. For fiscal 2026, Utz continues to expect Organic Net Sales growth of 2–3%, Adjusted EBITDA growth of 5–8%, Adjusted Free Cash Flow of $60–$80 million, and year-end Net Leverage between 3.0x and 3.2x, including a 53rd week that is expected to add about $20 million of net sales.
Utz Brands, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on April 23, 2026. Stockholders representing 134,394,777 shares, or approximately 93.47% of the company’s voting power, were present in person or by proxy, establishing a quorum.
Four Class III directors — Timothy Brown, Christina Choi, Roger Deromedi, and Dylan Lissette — were elected to serve until the 2029 annual meeting, each receiving strong majority support. Stockholders also approved, on a non-binding advisory basis, the company’s executive compensation program.
In addition, stockholders ratified the Audit Committee’s selection of Grant Thornton LLP as Utz Brands’ independent registered public accounting firm for the fiscal year ending January 3, 2027, with a substantial majority of votes cast in favor.
Utz Brands, Inc. used its CAGNY conference appearance to outline long-term growth, margin, cash flow, and deleveraging targets as it exits a capital-intensive transformation stage. Management emphasized growing faster than the salty snack category while expanding profitability and free cash flow.
The company aims for Organic Net Sales to grow 2–3 percentage points faster than the category and sees long-term Net Sales potential of $1.9 billion, about $500 million above current levels. Annual Adjusted EBITDA growth is targeted at 6–8% with margin expansion to at least 17%.
Utz targets Adjusted Free Cash Flow of over $100 million in 2027 and beyond, supported by capital expenditures of about 3% of Net Sales starting in 2027. It also plans to reduce leverage to roughly 2.5x long term and expects leverage of 2.7x–3.0x in 2027.
Utz Brands reported modest growth with stronger underlying profitability and announced a new share buyback. Fourth-quarter 2025 net sales rose 0.4% to $342.2 million, while Branded Salty Snacks organic net sales grew 2.5%. Adjusted EBITDA increased 17.5% to $62.4 million, lifting margin to 18.2%, though GAAP results showed a net loss of $3.3 million.
For full-year 2025, net sales grew 2.1% to $1,438.8 million. Adjusted EBITDA rose 8.1% to $216.5 million, but net income declined to a loss of $7.7 million as transformation, acquisition and other adjustments weighed on GAAP results. Net leverage stood at 3.4x, supported by $120.4 million of cash and $741.8 million of net debt.
The board approved a new share repurchase program of up to $50 million of Class A common stock, to be funded from existing cash and future cash generation. For fiscal 2026, Utz expects organic net sales growth of 2–3%, adjusted EBITDA growth of 5–8% including a 53rd week, adjusted free cash flow of $60–$80 million, and adjusted EPS declining 3–6% due mainly to higher depreciation, interest and taxes.
Utz Brands, Inc. is changing how it classifies certain operating costs in its income statement. Beginning with the fourth quarter of 2025, costs related to inter-location logistics, Direct Store Delivery distribution centers, and outbound shipping and handling will move from “Selling, Distribution and Administrative” to “Cost of Goods Sold.”
The company is also renaming that expense line to “Selling, General and Administrative” and is revising prior periods for fiscal years 2023, 2024, and 2025 so results are comparable. Utz states that this reclassification does not change EBITDA, Adjusted EBITDA, Net Income, Adjusted Net Income, EPS, or Adjusted EPS. Revised quarterly and annual statements and non-GAAP reconciliations are provided in an exhibit.
Utz Brands, Inc. furnished an update about its recent financial communications and investor outreach. The company reported that it issued a press release with preliminary, unaudited financial results for its fiscal fourth quarter and full year ended December 28, 2025. These figures are described as estimates that remain subject to normal year-end closing procedures and review by Utz’s independent registered public accounting firm, so they may change when final results are completed.
The press release is attached as an exhibit and is treated as “furnished” rather than “filed” under securities law, which limits how it is incorporated into other regulatory documents. Utz also disclosed that it will participate in a fireside chat at the 28th Annual ICR Conference in Orlando, with a live webcast available through the company’s investor relations website.
Utz Brands, Inc. filed an 8‑K announcing it released financial results for the fiscal quarter ended September 28, 2025. The press release is furnished as Exhibit 99.1, and a Q3 2025 earnings presentation is furnished as Exhibit 99.2. The company scheduled a conference call and webcast on October 30, 2025, with materials also posted on its investor website. The information in Items 2.02 and 7.01 is being furnished, not filed, under the Exchange Act.
Form 8-K highlights
Utz Brands (NYSE: UTZ) filed a current report ahead of its fiscal Q2-25 earnings release scheduled for 31 Jul 25. The company furnished, but did not file, its press release (Ex 99.1) and slide deck (Ex 99.2); therefore, specific revenue, profit or margin figures are not contained in this document. Management will discuss the results on a webcast and conference call the same day, with access details posted on the investor-relations site.
Separately, effective 15 Aug 25, Ryan Tewey—currently Vice President, Controller—will assume the role of Principal Accounting Officer. He replaces CFO William J. Kelley Jr. in that technical capacity; Kelley remains Executive Vice President & Chief Financial Officer. The board states that no new compensation agreements, family relationships or related-party transactions are associated with Tewey’s promotion.
No guidance revisions, cash-flow data or other material financial disclosures are included in the 8-K; investors should consult the furnished exhibits for quantitative details.