Utz Brands, Inc. (UTZ) — SEC Filings
Utz Brands, Inc. (UTZ) — 33 SEC filings. Latest: 10-Q (May 6, 2026). Includes 10 8-K, 9 SC 13G/A, 6 10-Q.
View Utz Brands, Inc. on SEC EDGAR
Overview
Utz Brands, Inc. (UTZ) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Oct 30, 2025: Utz Brands, Inc. reported a net loss of $20.2 million for the thirteen weeks ended September 28, 2025, a significant decline from a net income of $0.8 million in the prior-year period. For the thirty-nine weeks, the company posted a net loss of $4.4 million, compared to a net income of $28.6 million
Sentiment Summary
Across 33 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 30 neutral. The dominant filing sentiment for Utz Brands, Inc. is neutral.
Filing Type Overview
Utz Brands, Inc. (UTZ) has filed 6 10-Q, 10 8-K, 2 DEF 14A, 2 10-K, 9 SC 13G/A, 3 SC 13G, 1 SC 13D/A with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (33)
Risk Profile
Risk Assessment: Of UTZ's 18 recent filings, 1 were flagged as high-risk, 6 as medium-risk, and 11 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1,096.6M |
| Net Income | -$4.4M |
| EPS | N/A |
| Debt-to-Equity | 1.04 |
| Cash Position | $57.7M |
| Operating Margin | N/A |
| Total Assets | $2,776.6M |
| Total Debt | $850.7M |
Key Executives
- Dylan Lissette
- Howard Friedman
- Michael R. Jones
- Timothy J. Lorson
- Christopher J. Brathwaite
- Michael R. Gordon
- Michael J. Smith
- David L. K. Smith
- Gene P. Otto
Industry Context
Utz Brands operates in the highly competitive and mature U.S. snack food market, dominated by large players like Frito-Lay. Growth in this sector is often driven by innovation, brand strength, and efficient distribution. Emerging trends include a focus on healthier options and premiumization, which companies must adapt to in order to maintain market share and consumer appeal.
Top Tags
amendment (4) · institutional-ownership (4) · 10-Q (3) · financials (3) · corporate-governance (3) · executive-compensation (3) · sec-filing (3) · Utz Brands (3) · Snack Food (2) · Consumer Staples (2)
Executive Compensation
From the most recent DEF 14A filing (Mar 14, 2024):
- Howard Friedman — Member
- Dylan Lissette — Member
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Loss | $20.2M | for the thirteen weeks ended September 28, 2025, compared to $0.8M net income in prior year |
| Net Sales | $377.8M | for the thirteen weeks ended September 28, 2025, up from $365.5M |
| Gross Profit | $126.9M | for the thirteen weeks ended September 28, 2025, down from $131.0M |
| Selling, Distribution, & Admin Expenses | $123.1M | for the thirteen weeks ended September 28, 2025, up from $110.0M |
| Income Tax Expense | $13.4M | for the thirteen weeks ended September 28, 2025, up from $0.2M |
| Gain on Warrant Remeasurement | $22.8M | for the thirty-nine weeks ended September 28, 2025, offsetting other losses |
| Net Sales for Q2 2025 | $363.8M | Increased by 3.0% from $353.2 million in Q2 2024 |
| Net Income for Q2 2025 | $15.1M | Swung from a net loss of $2.3 million in Q2 2024 |
| Net Sales Growth Q2 2025 | 3.0% | Year-over-year increase for the quarter |
| Net Sales for Six Months Ended June 29, 2025 | $710.5M | Increased by 2.5% from $693.2 million in the prior year period |
| Net Income for Six Months Ended June 29, 2025 | $28.5M | Reversed a net loss of $5.8 million in the first half of 2024 |
| Total Debt as of June 29, 2025 | $1.2B | Represents a significant leverage for the company |
| Reporting Period End Date | 20250330 | Indicates the end of the fiscal quarter for which financial information is reported. |
| Filing Date | 20250501 | The date the 10-Q was officially submitted to the SEC. |
| Report Period End Date | 20250424 | The period the filing is as of. |
Forward-Looking Statements
- {"claim":"Utz Brands, Inc. stock may experience increased stability due to institutional backing.","entity":"Utz Brands, Inc.","targetDate":"Next 6-12 months","confidence":"medium"}
- {"claim":"Other institutional investors might consider increasing their positions in Utz Brands, following Neuberger Berman's disclosure.","entity":"Institutional Investors","targetDate":"Next 3-6 months","confidence":"low"}
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Frequently Asked Questions
What are the latest SEC filings for Utz Brands, Inc. (UTZ)?
Utz Brands, Inc. has 33 recent SEC filings from Jan 2024 to May 2026, including 10 8-K, 9 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of UTZ filings?
Across 33 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 30 neutral. The dominant sentiment is neutral.
Where can I find Utz Brands, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Utz Brands, Inc. (UTZ) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Utz Brands, Inc.?
Key financial highlights from Utz Brands, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for UTZ?
The investment thesis for UTZ includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Utz Brands, Inc.?
Key executives identified across Utz Brands, Inc.'s filings include Dylan Lissette, Howard Friedman, Michael R. Jones, Timothy J. Lorson, Christopher J. Brathwaite and 4 others.
What are the main risk factors for Utz Brands, Inc. stock?
Of UTZ's 18 assessed filings, 1 were flagged high-risk, 6 medium-risk, and 11 low-risk.
What are recent predictions and forward guidance from Utz Brands, Inc.?
Recent forward-looking statements from Utz Brands, Inc. include guidance on {"claim":"Utz Brands, Inc. stock may experience increased stability due to institutional backing.","entity":"Utz Brands, and 1 other predictions.