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Upturn AI SWOT - About
Utz Brands Inc (UTZ)
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Upturn Advisory Summary
03/27/2025: UTZ (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 27.58% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.22B USD | Price to earnings Ratio 74.32 | 1Y Target Price 18 |
Price to earnings Ratio 74.32 | 1Y Target Price 18 | ||
Volume (30-day avg) 1222396 | Beta 1.06 | 52 Weeks Range 12.71 - 19.80 | Updated Date 03/28/2025 |
52 Weeks Range 12.71 - 19.80 | Updated Date 03/28/2025 | ||
Dividends yield (FY) 1.77% | Basic EPS (TTM) 0.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-02-26 | When Before Market | Estimate 0.1918 | Actual 0.22 |
Profitability
Profit Margin 1.13% | Operating Margin (TTM) 2.26% |
Management Effectiveness
Return on Assets (TTM) 1.35% | Return on Equity (TTM) 2.22% |
Valuation
Trailing PE 74.32 | Forward PE 16.42 | Enterprise Value 2099872952 | Price to Sales(TTM) 0.86 |
Enterprise Value 2099872952 | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 1.49 | Enterprise Value to EBITDA 11.53 | Shares Outstanding 86061800 | Shares Floating 72722675 |
Shares Outstanding 86061800 | Shares Floating 72722675 | ||
Percent Insiders 17.17 | Percent Institutions 89.89 |
Analyst Ratings
Rating 4.18 | Target Price 19.8 | Buy 3 | Strong Buy 5 |
Buy 3 | Strong Buy 5 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Utz Brands Inc
Company Overview
History and Background
Utz Brands, Inc. was founded in 1921 by William and Salie Utz in Hanover, Pennsylvania. Originally Hanover Home Brand Potato Chips, it grew through acquisitions and organic growth to become a major snack food manufacturer.
Core Business Areas
- Salty Snacks: Production and distribution of potato chips, pretzels, cheese snacks, veggie snacks, pork rinds, tortilla chips, popcorn, dips, and other snack foods. The majority of Utz's revenue comes from salty snacks.
Leadership and Structure
Dylan Lissette serves as Executive Chairman, and Howard Friedman is the Chief Executive Officer. The company operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Utz Potato Chips: Utz's flagship product, various flavors. Market share data is not directly available, but Utz is a significant player in the US potato chip market. Competitors include Lay's (PepsiCo), Pringles (Kellogg's), and Ruffles (PepsiCo).
- Zapp's Potato Chips: Kettle-cooked potato chips with unique regional flavors. Market share data is not directly available. Competitors include Kettle Brand (Campbell Soup Company) and other kettle chip brands.
- On The Border Tortilla Chips: Popular brand of tortilla chips and salsas, obtained through an acquisition. Competitors include Tostitos (PepsiCo), Doritos (PepsiCo), and private label tortilla chips.
Market Dynamics
Industry Overview
The salty snack industry is large, competitive, and growing, driven by consumer demand for convenience and indulgence. Trends include healthier options, unique flavors, and sustainable practices.
Positioning
Utz Brands is positioned as a national snack food company with a focus on quality, regional brands, and a diverse portfolio. It competes with larger players through innovation and acquisitions.
Total Addressable Market (TAM)
The global snack food market is estimated to be worth hundreds of billions of dollars. Utz is positioned to capture a portion of this TAM through its various brands and distribution network.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Established distribution network
- Diverse product offerings
- Experienced management team
- Acquisition expertise
Weaknesses
- High debt levels
- Integration risk from acquisitions
- Dependence on key retailers
- Exposure to commodity price fluctuations
- Smaller scale compared to industry giants
Opportunities
- Expanding into new markets
- Developing healthier snack options
- Acquiring complementary brands
- Leveraging e-commerce channels
- Increasing brand awareness through marketing
Threats
- Intense competition
- Changing consumer preferences
- Economic downturns
- Supply chain disruptions
- Increased regulation
Competitors and Market Share
Key Competitors
- PEP
- HSY
- KDP
- MKC
Competitive Landscape
Utz competes with larger, more established players. Its strengths lie in its regional brands and diverse portfolio, but it faces challenges related to scale and brand awareness compared to the market leaders.
Major Acquisitions
Vitner's
- Year: 2023
- Acquisition Price (USD millions): 25
- Strategic Rationale: Expanded geographic presence in the Midwest.
R.W. Garcia
- Year: 2018
- Acquisition Price (USD millions): 56
- Strategic Rationale: Added organic and gluten-free snack options to the portfolio.
On The Border Tortilla Chips
- Year: 2023
- Acquisition Price (USD millions): 480
- Strategic Rationale: Further expands company into the tortilla chips and salsas market.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by organic sales increases and acquisitions of various regional snack brands.
Future Projections: Analyst estimates depend on market conditions and company performance. Requires real-time access to analyst reports.
Recent Initiatives: Focus on cost optimization, innovation in product development, and expansion of distribution channels.
Summary
Utz Brands has carved a place for itself in the competitive snack food market through strategic acquisitions and a focus on regional brands. While its strong brand portfolio and established distribution are advantages, the company faces challenges including debt and competition from larger players. Opportunities lie in expanding into new markets and developing innovative products. It needs to closely monitor the high debt level.
Similar Companies
- PEP
- HSY
- KDP
- MKC
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is based on available information and represents an opinion. Actual results may vary. Financial data is for illustrative purposes and should not be used for investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Utz Brands Inc
Exchange NYSE | Headquaters Hanover, PA, United States | ||
IPO Launch date 2018-11-26 | CEO & Director Mr. Howard A. Friedman | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 3000 | Website https://www.utzsnacks.com |
Full time employees 3000 | Website https://www.utzsnacks.com | ||
Utz Brands, Inc. engages in manufacture, marketing, and distribution of snack foods in the United States. The company offers various salty snacks, including potato chips, tortilla chips, pretzels, cheese snacks, pub/party mixes, pork skins, ready-to-eat popcorn, and other snacks which include salsa and dips, as well as seasonal favorites. It sells its products under the Utz, Zapp's, On The Border, Golden Flake, and Boulder Canyon, TORTIYAHS!, Hawaiian, Bachman, Tim's Cascade, Dirty Potato Chips, TGI Fridays, and Vitner's brands through DSD and direct-to-warehouse distribution methods, retailers or via distributors, supermarkets, mass merchandisers, club warehouses, convenience stores and other large-scale retailers, merchants, distributors, brokers, wholesalers, and Ios. The company was founded in 1921 and is headquartered in Hanover, Pennsylvania.
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