Utz Brands Inc (UTZ)
NYSE:UTZ
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.17Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflects a constructive operational and strategic outlook: management reiterated full-year guidance, highlighted strong marketing investment, distribution gains (+7% TDPs), household penetration improvement (+~1 point), product innovation momentum (Boulder Canyon, Tallow, Utz Protein), and input-cost coverage/focused productivity (~4%). Challenges remain — near-term April softness, competitor promotional activity (particularly in mass), and packaging/resin inflation exposure — but executives described them as manageable with multiple mitigation levers (hedges, productivity, RGM, pricing actions). Overall, positive progress on growth initiatives and margin-protection actions outweigh the early-year noise and targeted competitive pressure.Company Guidance
Marketing Investment Ramp
Marketing spend increased 35% year-over-year in Q1; company expects to increase marketing ~40% YoY for the full year and remains committed to a long-term target of 3%–4% of sales (likely a couple of years away). Management sees marketing as a key driver behind brand growth and expansion.
Distribution and Share Gains
Distribution (TDPs) grew 7% in the quarter; management noted dollar share gains in the two major merchandising windows (Super Bowl and Easter), indicating improved retail presence and execution.
Household Penetration and Loyalty
Household penetration increased just over 1 percentage point, with loyalty/repeat rates also improving — management cited this as validation of product quality and effectiveness of advertising and innovation.
Geographic Expansion Momentum (California)
California expansion is contributing growth, described as 'high single digits' early in the rollout; management expects continued scaling of Utz and other Power Four brands in the market.
Product Innovation and Brand Strength
New product innovations showing early strength — Boulder Canyon momentum, Beef Tallow (Tallow) launch off to a strong start, flavored tortillas and Utz Protein SKUs introduced; management highlighted a strong innovation lineup driving consumer engagement.
Input-Cost Coverage and Productivity
Management reports being mostly covered for the year on fuel, agricultural commodities and freight via hedges/coverage. A productivity program targeted at ~4% is underway to offset inflation and support margins.
Financial Guidance and Free Cash Flow Target
Company reiterated full-year guidance and free cash flow target of $60 million to $80 million for 2026; management confirmed confidence in hitting guidance despite early-season noise.
Channel Performance Diversification
Strong performance in food/natural channels and Club for premium SKUs (notably Boulder Canyon), with distribution gains and promotional/price management tools (RGM, AI for promo effectiveness) supporting multi-channel competitiveness.
UTZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UTZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $7.69 | $8.30 | +7.93% |
Feb 12, 2026 | $11.04 | $8.92 | -19.14% |
Oct 30, 2025 | $11.78 | $10.29 | -12.63% |
Jul 31, 2025 | $13.66 | $12.78 | -6.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Utz Brands Inc (UTZ) report earnings?
Utz Brands Inc (UTZ) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Utz Brands Inc (UTZ) earnings time?
Utz Brands Inc (UTZ) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UTZ EPS forecast?
UTZ EPS forecast for the fiscal quarter 2026 (Q2) is 0.18.