UTZUtz Brands, Inc.
Miscellaneous Food Preparations & Kindred Products · $861M market cap · 3,100 employees
2.2×
More likely than average to be taken private
Top 5% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works
Takeover signals
What an activist or buyer would see: cheap, overpaid, diluted or under pressure.
4of 15 firedHow well they predict deals →
- Low revenue per employeeYes$464K · 15th pctBottom quartile of its SIC industry
- Quiet on AIYes0.4 per 10K words · 19th pctBottom quartile of AI mentions in 10-Ks
- Buyout-sizedYes$861M market capMarket cap $500M–$5B
- Active 13DYes1 filingActive-intent 13D in 18 months
11 other checks
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo140× net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo20% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo31% of assetsOver 40% of assets
- Shareholder dissentNo84% lowest supportAny vote under 80% support
- Net cashNo7.2× EBITDA net debtMore cash than debt, positive EBITDA
- Recurring revenueNo3 of 1010-K business scored 7+ of 10 for recurring revenue
- AI-rollup shapedNo0 of 1010-K business scored 5+ of 10 as an AI-rollup target
- Net insider sellingNo$1M netNet sales over $10M in 12 months
Deal filings
| Filed | Form | Acquirer | Price | Premium |
|---|---|---|---|---|
| Oct 30, 2026 | SC 13E3/A | Intersnack Group GmbH & Co. KG | — | — |
| Oct 2, 2026 | SC 13E3/A | Intersnack Group GmbH & Co. KG | — | — |
| Oct 2, 2026 | DEFM14A | Intersnack Group GmbH & Co. KG | $14.25 | 91% |
| Sep 24, 2026 | SC 13E3/A | Intersnack Group GmbH & Co. KG | — | — |
| Aug 24, 2026 | SC 13E3 | Intersnack Group GmbH & Co. KG | — | — |
| Aug 24, 2026 | PREM14A | Intersnack Group GmbH & Co. KG | $14.25 | 91% |
| Jul 22, 2026 | 8-K | Intersnack Group GmbH & Co. KG | — | — |
Key numbers
- Revenue
- $1.4B
- 2.1% YoY
- Operating margin
- 1.4%
- 68% YoY
- EBITDA
- $102M
- 21% YoY
- Net debt / EBITDA
- 7.2×
- $734M net debt
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|
| Revenue | $1.2B | $1.4B | $1.4B | $1.4B | 2.1% |
| Operating income | $11M | $16M | $59M | $20M | 67% |
| Net income | $21M | −$25M | $16M | $800K | 95% |
| Operating cash flow | $48M | $77M | $106M | $112M | 5.6% |
| Capex | $32M | $56M | $99M | $103M | 4.3% |
| Stock-based comp | $13M | $17M | $18M | $17M | 6.6% |
| Dividends | $12M | $19M | $22M | $22M | 2.8% |
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Jul 22, 2026 | Series R of UM Partners, LLC | SCHEDULE 13D/A | 37.3% | Active |
| Mar 6, 2024 | Series R of UM Partners, LLC | SC 13D/A | 36.1% | Passive |
| Mar 14, 2023 | Series R of UM Partners, LLC | SC 13D/A | 45.9% | Passive |
| Sep 8, 2020 | Series R of UM Partners, LLC | SC 13D | 43.2% | Active |
Insider trading
+$1Mnet buying by insiders, open market, last 12 months
Bought $1M · 10 tradesSold $0 · 0 trades
Pay vs performance
No pay-versus-performance disclosure yet.