Utz Brands, Inc. demonstrated strong growth and market expansion, particularly with its Boulder Canyon brand and regional market penetration. However, challenges with the On The Border brand and adverse weather impacting potato crops posed some operational hurdles. The company remains optimistic about resolving these issues and sustaining growth, though margin expansion might be moderated due to strategic investments.
Company Guidance
During the Utz Brands, Inc. Third Quarter 2025 Earnings Conference Call, the company provided insights into its financial projections and strategic initiatives. Utz reiterated its expectation of achieving EBITDA margins of approximately 16% by 2026, with a planned expansion of about 100 basis points each year, despite making incremental investments to support the California expansion. The company remains confident in its ability to outperform the category, projecting to grow 200 to 300 basis points ahead of it. The strategic acquisition for California expansion is anticipated to enhance market penetration, with Utz aiming to replicate its successful Florida model. The company reported strong performance in its Boulder Canyon brand, which is now the #1 potato chip brand in the natural channel, and highlighted continued market share gains in core markets. Furthermore, Utz discussed the challenges faced with its On The Border brand, which are being actively addressed, and emphasized the importance of innovation and retail media investments to drive future growth. The company also addressed challenges with potato crop quality, noting these were resolved by the end of the quarter.
Strong Market Expansion
Utz Brands, Inc. has made significant progress in expanding market share in Florida, Illinois, Colorado, and Missouri, achieving over 4% market share in these regions. The company is confident about further scaling in California following recent route acquisitions.
Positive Volume Growth
The company experienced strong volume gains with slight negative pricing, driven by expansion markets and strategic promotions. This reflects Utz's successful execution in gaining market penetration and consumer trial.
Boulder Canyon Brand Success
Boulder Canyon continues to show strong performance, becoming the #1 potato chip brand in the natural channel. The brand achieved significant velocity and distribution gains, with plans for further expansion in 2026.
UTZ Brands (UTZ) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
Oct 30, 2025
$11.95
$10.44
-12.64%
Jul 31, 2025
$13.86
$12.97
-6.42%
May 01, 2025
$13.16
$12.03
-8.59%
Feb 20, 2025
$13.28
$13.65
+2.79%
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 Feb 26, 2026, Before Open (Confirmed).
What is Utz Brands Inc (UTZ) earnings time?
Utz Brands Inc (UTZ) earnings time is at Feb 26, 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.