9.
Leases and Other Commitments

Leases

Substantially all of the Company’s leases are for facilities, vehicles and equipment. The initial term for facilities is typically five to ten years, with renewal options typically at five-year intervals, with the exercise of lease renewal options at the Company's sole discretion. The Company's vehicle and equipment lease terms are typically three to six years. The Company's lease agreements do not contain any material residual value guarantees or material restrictive covenants.

Operating lease liabilities consisted of the following:

 

 

January 3, 2026

 

 

December 28, 2024

 

Total operating lease liabilities

$

2,247

 

 

$

2,359

 

Less: Current portion of operating lease liabilities

 

(435

)

 

 

(462

)

Non-current operating lease liabilities

$

1,812

 

 

$

1,897

 

 

The current portion of operating lease liabilities is included in other current liabilities in the accompanying consolidated balance sheets.

Total lease cost is included in cost of sales and total selling, general and administrative expenses in the accompanying consolidated statements of operations and is recorded net of immaterial sublease income. Total lease cost is comprised of the following:

 

 

Year ended

 

 

January 3, 2026

 

 

December 28, 2024

 

Operating lease cost

$

501

 

 

$

542

 

Variable lease cost

 

148

 

 

 

152

 

Total lease cost

$

649

 

 

$

694

 

 

As of January 3, 2026 and December 28, 2024, the Company recorded $56 million and $65 million, respectively, primarily related to accelerated amortization on leases the Company expects to exit before the end of the contractual term, and non-cash asset impairment, net of gains on lease modifications and terminations. These amounts are recorded in restructuring and related expenses within the accompanying consolidated statements of operations. See Note 3. Restructuring, included herein.

 

The future maturity of lease liabilities are as follows:

 

Year

Amount

 

2026

$

535

 

2027

 

464

 

2028

 

384

 

2029

 

349

 

2030

 

282

 

Thereafter

 

590

 

Total lease payments

 

2,604

 

Less: Imputed interest

 

(357

)

Total operating lease liabilities

$

2,247

 

 

Operating lease liabilities included $16 million related to options to extend lease terms that are reasonably certain of being exercised and excluded $78 million of legally binding lease obligations for leases signed, but not yet commenced.

The weighted average remaining lease term and weighted average discount rate for the Company’s operating leases were 6.4 years and 4.4% as of January 3, 2026. The Company calculated the weighted average discount rates using incremental borrowing rates, which equal the rates of interest that the Company would pay to borrow funds on a fully collateralized basis over a similar term.

Other information relating to the Company’s lease liabilities were as follows:

 

 

Year ended

 

 

January 3, 2026

 

 

December 28, 2024

 

Cash paid for amounts included in the measurement of lease liabilities:

 

 

 

 

 

Operating cash flows from operating leases

$

549

 

 

$

491

 

Right-of-use assets obtained in exchange for lease obligations:

 

 

 

 

 

Operating leases

$

345

 

 

$

340

 

 

Historical Timeline

Fiscal YearFiled
2026Feb 13, 2026Showing above
2024Feb 26, 2025
2023Mar 12, 2024
2022Feb 28, 2023
2018Feb 19, 2019
2017Feb 21, 2018
2016Mar 1, 2016

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.