Added to YB: 2025-12-17
Pitch date: 2025-12-13
UTZ [bullish]
Collier Creek Holdings
Author Info
Company Info
As of August 28, 2020, Utz Brands, Inc. was acquired by Utz Brands Holdings, LLC, in a reverse merger transaction.
Market Cap
$970.1M
Pitch Price
N/A
Price Target
22.15
Dividend
N/A
EV/EBITDA
N/A
P/E
293.68
EV/Sales
N/A
Sector
Food Products
Category
value
Bring Back Snacks: Utz Brands Inc $UTZ
UTZ: Gas station snack co at lowest P/S (1.0x) since IPO despite revenue growth to $378M (+54% since IPO) & gross margins at 36% (vs 34.5% at IPO). CA expansion via distributor acquisition creating near-term costs but should drive share from 1.9% to 4-6%. Capex drops $100M to $60M in 2026, boosting FCF. Mgmt buying $10-13, targeting 3.0x leverage by 2026 enabling buybacks. Price target $22.15 by 2027 (2.0x P/S).
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