v3.26.1
STOCK-BASED COMPENSATION
3 Months Ended
Apr. 01, 2026
STOCK-BASED COMPENSATION  
STOCK-BASED COMPENSATION

4. STOCK-BASED COMPENSATION

Pursuant to the Company’s 2018 Omnibus Equity Incentive Plan (as amended, the “Incentive Plan”), the Company grants stock options, restricted stock units, performance-based restricted stock units (“PSUs”) and restricted stock to the Company’s employees, officers, directors, and other eligible participants. As of April 1, 2026, 2,061,677 shares of common stock remained available for issuance under the Incentive Plan.

Total stock-based compensation expense was $1.3 million and $1.0 million for the thirteen weeks ended April 1, 2026 and March 26, 2025, respectively.Stock Options

As of April 1, 2026, options to purchase 1,411,481 shares of common stock were outstanding, including 374,653 vested and 1,036,828 unvested options. Unvested options vest over time; however, pursuant to the Incentive Plan, upon a change in control, the Company’s Board of Directors (the “Board”) may accelerate vesting. A summary of stock option activity at April 1, 2026 and changes during the thirteen weeks ended April 1, 2026 is as follows:

Weighted-Average

 

Aggregate

  ​ ​ ​

  ​ ​ ​

Weighted-Average

 

 Contractual Life

 

Intrinsic Value

Shares

Exercise Price

 

Life (Years)

 

(in thousands)

Outstanding – December 31, 2025

 

1,233,984

$

10.46

Grants

 

378,603

 

13.32

Exercised

 

(201,106)

10.87

Forfeited, cancelled or expired

 

Outstanding – April 1, 2026

 

1,411,481

$

11.17

8.64

$

3,873

Vested and expected to vest at April 1, 2026

 

1,395,891

$

11.16

8.63

$

3,841

Exercisable at April 1, 2026

 

374,653

$

10.50

7.60

$

1,335

The fair value of each stock option was estimated on the grant date using an exercise price of the closing stock price on the day prior to date of grant and the Black-Scholes option-pricing model with the following weighted average assumptions:

  ​ ​ ​

April 1, 2026

  ​ ​ ​

March 26, 2025

 

Expected volatility

41.4

%  

42.8

%

Risk-free interest rate

 

3.9

%  

4.1

%

Expected term (years)

 

6.00

 

6.00

Expected dividends

 

 

At April 1, 2026, the Company had total unrecognized compensation expense of $5.0 million related to unvested stock options, which it expects to recognize over a weighted-average period of 2.45 years.

Restricted Shares

A summary of restricted share activity as of April 1, 2026 and changes during the thirteen weeks ended April 1, 2026 is as follows:

  ​ ​ ​

  ​ ​ ​

Weighted-Average

Shares

Fair Value

Unvested shares at December 31, 2025

 

617,037

$

10.22

Granted

 

320,644

$

13.32

Released

 

(154,973)

$

10.31

Forfeited and cancelled

 

(4,313)

$

10.43

Unvested shares at April 1, 2026

 

778,395

$

11.48

At April 1, 2026, the Company had unrecognized compensation expense of $7.8 million related to unvested restricted shares, which it expects to recognize over a weighted-average period of 2.29 years.

Performance-Based Restricted Stock Units

A summary of performance share activity as of April 1, 2026 and changes during the thirteen weeks ended April 1, 2026 is as follows:

  ​ ​ ​

  ​ ​ ​

Weighted-Average

Shares

Fair Value

Unvested shares at December 31, 2025

 

137,805

$

10.34

Granted

132,007

$

13.32

Released

$

Forfeited and cancelled

$

Unvested shares at April 1, 2026

269,812

$

11.80