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Utz Brands, Inc. (UTZ) Q3 2024 Management Session Earnings Call Transcript Summary

Utz Brands, Inc. (UTZ) Q3 2024 Management Session Earnings Call Transcript Summary

Utz品牌公司(UTZ)2024年第三季度管理會議業績會交流摘要
富途資訊 ·  11/01 09:20  · 電話會議

The following is a summary of the Utz Brands, Inc. (UTZ) Q3 2024 Management Session Earnings Call Transcript:

以下是utz brands公司(utz)2024年第三季度管理層業績會議通話記錄摘要:

Financial Performance:

金融業績:

  • Utz Brands reported Q3 organic net sales growth of 1.9%.

  • Adjusted EBITDA margin expanded by 80 basis points to 14.8%.

  • Adjusted earnings per share increased by 23.5%.

  • On a cumulative basis, adjusted gross margin expanded by 270 basis points.

  • utz brands報告第三季度有機淨銷售增長率爲1.9%。

  • 調整後的EBITDA毛利率擴大了80個點子,達到14.8%。

  • 調整後的每股收益增長了23.5%。

  • 累積基礎上,調整後的毛利率擴大了270個點子。

Business Progress:

業務進展:

  • Focused investment in Power Four Brands: Utz, On The Border, Zapp's, and Boulder Canyon, leading to distribution gains.

  • Engaged in strategic geographic expansion, particularly in core and expansion geographies.

  • Increased branded volume growth, supported by marketing investments and strategic price adjustments.

  • 聚焦投資於四大品牌:utz、On The Border、Zapp's和Boulder Canyon,帶來分銷增長。

  • 致力於戰略地理拓展,特別是在覈心和擴張地區。

  • 增加品牌成交量增長,得到營銷投資和戰略性價格調整的支持。

Opportunities:

機會:

  • Planned increase in marketing spend by 60% based on productivity savings and strong early returns.

  • Accelerating distribution in non-measured channels like club, hard discount, dollar stores, and e-commerce.

  • Continued expansion at Kings Mountain facility to support scale production and drive further growth.

  • 計劃根據生產效率節省和早期投資獲得強勁回報,將營銷支出增加60%。

  • 加快在非測量渠道(如俱樂部、硬折扣、百元店和電子商務)的分銷。

  • 繼續擴大 Kings Mountain 設施,以支持規模生產並推動進一步增長。

Risks:

風險:

  • Increased promotional activities in the salty snacks category, especially in potato chips leading to competitive pricing pressures.

  • Softness in dips and salsa business impacting distribution and sales.

  • Dependency on consumer value-seeking behaviors potentially impacting pricing strategies and market share.

  • 在鹽味零食類別中增加促銷活動,尤其是在薯片領域導致競爭性定價壓力。

  • 蘸醬和莎莎業務的疲軟影響了分銷和銷售。

  • 依賴消費者追求物超所值的行爲可能影響定價策略和市場份額。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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