Utz Brands, Inc. (NYSE: UTZ) (“Utz” or the “Company”), a leading
U.S. manufacturer of branded Salty Snacks and a small-cap value and
growth Staples equity, today provided a full-year 2024 financial
outlook update in conjunction with its participation at the 2024
Barclays Global Consumer Staples Conference.
"We experienced a strong start in the first half of the year,
thanks to our continued focus on our growth strategies and value
creation initiatives,” said Howard Friedman, Chief Executive
Officer of Utz. “Further, we are executing well on our distribution
growth opportunities, which we expect will continue into 2025 and
beyond. However, our consumption trends in the third quarter to
date moderated more than we expected due to a more competitive
promotional environment primarily in response to consumer
value-seeking behavior. We will continue to make appropriate
adjustments to our promotional activities to meet consumer value
expectations but will remain disciplined and focused on building
sustainable long-term demand. As a result, today we are revising
our 2024 Organic Net Sales growth outlook.”
Friedman continued, “Our accelerated productivity cost savings
give us the flexibility to expand our margins and increase
investments in our brands to support our geographic expansion. We
remain confident that we are well-positioned to deliver the 2026
targets that we introduced at our Investor Day in December 2023,
and that we will successfully navigate this dynamic
environment.”
For the full year fiscal 2024, Utz is reaffirming its outlook
for Adjusted EBITDA and Adjusted Earnings per Share growth and Net
Leverage Ratio, and revising its Organic Net Sales growth
outlook(1):
- Organic Net Sales are now expected to grow between 2% -
2.5% compared to its previous expectation of approximately 3%. The
revised outlook is primarily due to the expectation for a more
competitive promotional environment in the second half of
2024.
- Adjusted EBITDA is expected to grow 5% - 8%, which is
consistent with the Company’s prior expectation.
- Adjusted Earnings per Share are expected to grow 28% -
32%, which is consistent with the Company’s prior expectation.
- Net Leverage Ratio is expected to be approximately 3.6x
at year-end fiscal 2024, which is consistent with the Company’s
prior expectation.
The Company’s full year fiscal 2024 outlook is based on the
following expectations that all remain unchanged:
- An effective tax rate (normalized GAAP basis tax
expense, which excludes one-time items) in the range of 17% -
19%.
- Interest expense of approximately $47 million.
- Capital expenditures in the range of $80 - $90
million.
(1) Organic Net Sales, Adjusted EBITDA,
Adjusted Earnings Per Share and Net Leverage Ratio are each
non-GAAP financial measures. A quantitative reconciliation is not
available for such financial measures without unreasonable efforts
due to the high variability, complexity, and low visibility with
respect to certain items which are excluded from Organic Net Sales,
Adjusted EBITDA, Adjusted Earnings Per Share and Net Leverage
Ratio, respectively. We expect the variability of these items to
have a potentially unpredictable, and potentially significant,
impact on our future financial results. Please see “Non-GAAP
Financial Measure” below for a description of the Company’s use of
non-GAAP financial measures.
About Utz Brands, Inc.
Utz Brands, Inc. (NYSE: UTZ) manufactures a diverse portfolio of
savory snacks through popular brands, including Utz®, On The
Border® Chips & Dips, Zapp’s®, and Boulder Canyon®, among
others.
After a century with a strong family heritage, Utz continues to
have a passion for exciting and delighting consumers with delicious
snack foods made from top-quality ingredients. Utz's products are
distributed nationally through grocery, mass merchandisers, club,
convenience, drug, and other channels. Based in Hanover,
Pennsylvania, Utz has multiple manufacturing facilities located
across the U.S. to serve our growing customer base. For more
information, please visit the Company’s website or call
1‐800‐FOR‐SNAX.
Investors and others should note that Utz announces material
financial information to its investors using its Investor Relations
website, U.S. Securities and Exchange Commission (the “Commission”)
filings, press releases, public conference calls, and webcasts. Utz
uses these channels, as well as social media, to communicate with
our stockholders and the public about the Company, the Company’s
products, and other Company information. It is possible that the
information that Utz posts on social media could be deemed to be
material information. Therefore, Utz encourages investors, the
media, and others interested in the Company to review the
information posted on the social media channels listed on Utz’s
Investor Relations website.
Forward-Looking Statements
This press release includes certain statements that are not
historical facts but are “forward-looking statements” within the
meaning of the “safe harbor” provisions of the Private Securities
Litigation Reform Act of 1995, as amended. The forward-looking
statements generally are accompanied by or include, without
limitation, forward-looking or conditional statements such as
“will”, “expect”, “intends”, “goal”, “flexibility,” “positioned” or
other similar words, phrases or expressions. These forward-looking
statements include future plans for the Company, the estimated or
anticipated future results and benefits of the Company’s future
plans and operations, including with respect to promotional
activities and efforts to build sustainable long-term demand for
the Company’s products; plans related to transformation of the
Company’s supply chain; the Company’s product mix; the Company’s
ability to reduce debt and anticipated interest expense savings;
the Company’s cost savings plans and the Company’s logistics
optimization efforts; the estimated or anticipated future results
and benefits of the Company’s plans and operations; the effects of
inflation or supply chain disruptions on the Company or its
business; the benefits of the Company’s productivity initiatives;
the effects of the Company’s marketing and innovation initiatives;
future capital structure; future opportunities for the Company; the
Company’s projected balance sheet and liabilities, including net
leverage; and other statements that are not historical facts. These
statements are based on the current expectations of the Company’s
management and are not predictions of actual performance. These
statements are subject to a number of risks and uncertainties and
the Company’s business and actual results may differ materially.
Factors that may cause such differences include, but are not
limited to: the risk that the Company’s gross profit margins may be
adversely impacted by a variety of factors, including variations in
raw materials pricing, retail customer requirements and mix, sales
velocities and required promotional support; changes in consumers’
loyalty to the Company’s brands due to factors beyond the Company’s
control, including changes in consumer spending due to factors such
as increasing household debt; changes in demand for the Company’s
products affected by changes in consumer preferences and tastes or
if the Company is unable to innovate or market its products
effectively, particularly in the Company’s Expansion geographies;
costs associated with building brand loyalty and interest in the
Company’s products which may be affected by actions by the
Company’s competitors’ that result in the Company’s products not
being suitably differentiated from the products of their
competitors; consolidation of key suppliers to the Company; any
inability of the Company to adopt efficiencies into its
manufacturing processes, including automation and labor
optimization, its network, including through plant consolidation
and lowest landed cost for shipping its products, or its logistics
operations; fluctuations in results of operations of the Company
from quarter to quarter because of changes in promotional
activities; the possibility that the Company may be adversely
affected by other economic, business, or competitive factors; the
risk that recently completed business combinations and other
acquisitions recently completed by the Company (collectively, the
“Business Combinations”) or dispositions that disrupt plans and
operations; the ability to recognize the anticipated benefits of
such Business Combinations or dispositions, which may be affected
by, among other things, competition and the ability of the Company
to grow and manage growth profitably and retain its key employees;
the outcome of any legal proceedings that may be instituted against
the Company following the consummation of such Business
Combinations or dispositions; changes in applicable law or
regulations; costs related to the Business Combinations or
dispositions; the ability of the Company to maintain the listing of
the Company’s Class A Common Stock on the New York Stock Exchange;
the ability of the Company to develop and maintain effective
internal controls; and other risks and uncertainties set forth in
the section entitled “Risk Factors” and “Forward-Looking
Statements” in the Company’s Annual Report on Form 10-K filed with
the Commission, for the fiscal year ended December 31, 2023, and
other reports filed by the Company with the Commission. In
addition, forward-looking statements provide the Company’s
expectations, plans or forecasts of future events and views as of
the date of this communication. These forward-looking statements
should not be relied upon as representing the Company’s assessments
as of any date subsequent to the date of this communication. The
Company cautions investors not to place undue reliance upon any
forward-looking statements, which speak only as of the date made.
The Company does not undertake or accept any obligation or
undertaking to release publicly any updates or revisions to any
forward-looking statements to reflect any change in its
expectations or any change in events, conditions, or circumstances
on which any such statement is based, except as otherwise required
by law.
Non-GAAP Financial Measures:
Utz uses non-GAAP financial information and believes it is
useful to investors as it provides additional information to
facilitate comparisons of historical operating results, identify
trends in our underlying operating results, and provides additional
insight and transparency on how we evaluate the business. We use
non-GAAP financial measures to budget, make operating and strategic
decisions, and evaluate our performance. These non-GAAP financial
measures do not represent financial performance in accordance with
generally accepted accounted principles in the United States (GAAP)
and may exclude items that are significant to understanding and
assessing financial results. Therefore, these measures should not
be considered in isolation or as an alternative to net sales, net
income, cash flows from operations, diluted earnings per share or
other measures of profitability, liquidity, or performance under
GAAP. You should be aware that the presentation of these measures
may not be comparable to similarly titled measures used by other
companies.
Management believes that non-GAAP financial measures should be
considered as supplements to the GAAP measures reported, should not
be considered replacements for, or superior to, the GAAP measures,
and may not be comparable to similarly named measures used by other
companies. The Company’s calculation of the non-GAAP financial
measures may differ from methods used by other companies. We
believe that these non-GAAP financial measures provide useful
information to investors regarding certain financial and business
trends relating to the financial condition and results of
operations of the Company to date when considered with both the
GAAP results and the reconciliations to the most comparable GAAP
measures, and that the presentation of non-GAAP financial measures
is useful to investors in the evaluation of our operating
performance compared to other companies in the Salty Snack
industry, as similar measures are commonly used by the companies in
this industry. These non-GAAP financial measures are subject to
inherent limitations as they reflect the exercise of judgments by
management about which expense and income are excluded or included
in determining these non-GAAP financial measures. The non-GAAP
financial measures are not recognized in accordance with GAAP and
should not be viewed as an alternative to GAAP measures. As new
events or circumstances arise, these definitions could change. When
the definitions change, we will provide the updated definitions and
present the related non-GAAP historical results on a comparable
basis.
Utz uses the following non-GAAP financial measures in this press
release, and in the future could use others:
- Organic Net Sales
- Adjusted Net Income
- Adjusted Earnings Per Share
- EBITDA
- Adjusted EBITDA
- Normalized Adjusted EBITDA
- Net Leverage Ratio
Organic Net Sales is defined
as net sales excluding the impacts of acquisitions, divestitures
and independent operator route conversions.
Adjusted Net Income is
defined as Net Income excluding the additional Depreciation and
Amortization expense, a non-cash item, related to the Business
Combination with Collier Creek Holdings and the acquisitions of
Kennedy Endeavors, Kitchen Cooked, Inventure, Golden Flake, Truco
Enterprises, R.W. Garcia and Festida. In addition, Adjusted Net
Income is also adjusted to exclude deferred financing fees,
interest income, and expense relating to IO loans and certain
non-cash items, such as those related to stock-based compensation,
hedging, and purchase commitments adjustments, asset impairments,
acquisition and integration costs, business transformation
initiatives, remeasurement of warrant liabilities and
financing-related costs. Lastly, Adjusted Net Income normalizes the
income tax provision to account for the above-mentioned
adjustments.
Adjusted Earnings Per Share
is defined as Adjusted Net Income (as defined, herein) divided by
the weighted average shares outstanding for each period on a fully
diluted basis, assuming the Private Placement Warrants are net
settled and the shares of Class V Common Stock held by Continuing
Members are converted to Class A Common Stock.
EBITDA is defined as Net
Income Before Interest, Income Taxes, and Depreciation and
Amortization.
Adjusted EBITDA is defined
as EBITDA further adjusted to exclude certain non-cash items, such
as stock-based compensation, hedging and purchase commitments
adjustments, asset impairments, acquisition and integration costs,
business transformation initiatives; and financing-related costs.
Adjusted EBITDA is one of the key performance indicators we use in
evaluating our operating performance and in making financial,
operating, and planning decisions. We believe Adjusted EBITDA is
useful to the users of this release because the financial
information contained in the release can be used in the evaluation
of Utz’s operating performance compared to other companies in the
Salty Snack industry, as similar measures are commonly used by
companies in this industry. We also provide in this release,
Adjusted EBITDA as a percentage of Net Sales, as an additional
measure for readers to evaluate our Adjusted EBITDA Margin on Net
Sales.
Normalized Adjusted EBITDA
is defined as Adjusted EBITDA after giving effect to
pre-acquisition Adjusted EBITDA for certain acquisitions and
dispositions from time to time.
Net Leverage Ratio is
defined as Normalized Adjusted EBITDA divided by Net Debt. Net Debt
is defined as Gross Debt less Cash and Cash Equivalents.
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version on businesswire.com: https://www.businesswire.com/news/home/20240905289590/en/
Investor Contact Kevin Powers Utz Brands, Inc.
kpowers@utzsnacks.com
Media Contact Kevin Brick Utz Brands, Inc.
kbrick@utzsnacks.com
Utz Brands (NYSE:UTZ)
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