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Equity Compensation
6 Months Ended
Jul. 04, 2026
Share-Based Payment Arrangement [Abstract]  
Equity Compensation
11. Equity Compensation
2021 Omnibus Incentive Plan

We maintain our 2021 Omnibus Incentive Plan (the “Plan”) under which we grant share-based awards to eligible directors, officers and employees in order to attract, retain, and reward such individuals and strengthen the mutuality of interest between such individuals and our stockholders. The Plan allows us to issue and grant 15,125,000 shares.

We measure compensation expense for share-based awards in accordance with ASC Topic 718, “Compensation – Stock Compensation” (“ASC 718”). During the three month period ended July 4, 2026, we granted share-based awards including restricted stock units (“RSUs”) and performance-based restricted stock units (“PSUs”) under the Plan. The grant date fair value of RSUs and PSUs is equal to the closing price of our common stock on either: (i) the date of grant; or (ii) the previous trading day, depending on the level of administration required. Forfeitures are recognized as they occur. Unvested RSUs, PSUs, or stock options are forfeited upon a “Termination of Service,” as defined in the Plan, or as otherwise provided in the applicable award agreement or determined by the Compensation Committee of the Board of Directors (the “Compensation Committee”). Share-based compensation expense is recognized straight-line over the respective vesting periods, reduced for actual forfeitures and is included in general and administrative expense in the accompanying Consolidated Statement of Operations and Comprehensive Income.
In connection with the equity awards, the share-based compensation expense was $3.6 and $4.4 for the three month periods ended July 4, 2026 and June 28, 2025, respectively, and $8.5 and $8.4 for the six month periods ended July 4, 2026 and June 28, 2025, respectively. The
income tax benefit from share-based compensation was $0.8 and $0.4 for the three month periods ended July 4, 2026 and June 28, 2025, and $1.3 and $1.0 for the six month periods ended July 4, 2026 and June 28, 2025.
Restricted Stock Unit Grants

RSUs are subject to a vesting period between one and four years. RSU activity for the six month period ended July 4, 2026 is as follows:

(amounts in millions, except share and per share data)RSUsWeighted-Average Grant Date Fair Value
Unvested, outstanding at January 3, 2026
2,122,722 $11.3 
Granted(1)
3,315,681 6.3 
Vested(1,268,284)11.9 
Forfeited(101,843)6.8 
Unvested, outstanding at July 4, 2026
4,068,276 $7.2 
(1) This amount includes 1,806,570 RSUs granted in conjunction with the Kiwi II acquisition during the period ended April 4, 2026.
Total compensation expense related to the above awards was approximately $3.8 and $3.4 for the three month periods ended July 4, 2026 and June 28, 2025, respectively, and $8.1 and $6.4 for the six month periods ended July 4, 2026 and June 28, 2025, respectively. As of July 4, 2026, there was an aggregate of $24.1 of unrecognized expense related to the RSUs granted, which we expect to amortize over a weighted-average period of 2.2 years.
Performance-based Restricted Stock Unit Grants

PSU awards are based on the satisfaction of our two-year or three-year cumulative financial targets. The number of PSUs that can be earned range from 0% and 200% of the original target number of PSUs. PSUs are subject to a two-year or three-year performance cliff-vesting period.

PSU activity for the six month period ended July 4, 2026 is as follows:

(amounts in millions, except share and per share data)PSUsWeighted-Average Grant Date Fair Value
Unvested, outstanding at January 3, 2026
1,390,192 $9.5 
Granted612,664 5.6 
Units lost based on performance(193,548)10.6 
Forfeited(29,732)10.1 
Unvested, outstanding at July 4, 2026(1)
1,779,576 $8.0 
This amount includes 215,845 performance stock units, which are projected to payout at 0% due to performance results from previously-granted PSU awards in fiscal year 2024.
Total compensation (benefit) expense related to the PSUs was approximately $(0.3) and $0.9 for the three month periods ended July 4, 2026 and June 28, 2025, respectively, and $0.4 and $1.9 for the six month periods ended July 4, 2026 and June 28, 2025, respectively. As of July 4, 2026, there was an aggregate of $4.2 of unrecognized expense related to the PSUs granted, which we expect to amortize over a weighted average period of 1.2 years.
The above table represents PSUs assuming 100% of target payout at the time of the grant for the unvested units.