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Jon Robert Andersen

Partner and Senior Equity Research Analyst at Blair William & Co/il

Jon Robert Andersen is a Partner and Senior Equity Research Analyst at William Blair & Company, specializing in the consumer products sector with a focus on household, personal care, and packaged food companies. He covers prominent publicly traded companies such as e.l.f. Beauty, Freshpet, Vital Farms, BellRing, Celsius, Primo Brands, Vita Coco, and TreeHouse Foods, and has been recognized for generating nearly 100% cumulative shareholder returns from a next-generation brands portfolio versus 25% for the S&P 1500 Consumer Staples index since mid-2021. Andersen began his career in strategic consulting at Accenture and joined William Blair in 2005, earning industry accolades including The Wall Street Journal's 'Best on the Street' and a No. 5 stock-picker ranking in 2010. He holds the CFA designation, an MBA in finance and strategic management from the University of Chicago Booth School of Business, and maintains relevant securities licenses per FINRA registration.

Jon Robert Andersen's questions to Simply Good Foods (SMPL) leadership

Question · Q4 2025

Jon Robert Andersen asked how Simply Good Foods is adapting its strategy to serve the mainstreaming consumer outside the traditional nutritional aisle, including new capabilities and product evolution.

Answer

President and CEO Geoff Tanner explained that as the category mainstreams, Simply Good Foods is focusing on expanding physical availability outside the traditional aisle through secondary placements, a new retail team for displays, and new channels like club and away-from-home. He also highlighted bringing more mainstream products to market, such as Quest chips and Bake Shop, leveraging R&D to disrupt macros of large snacking categories.

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Question · Q4 2025

Jon Robert Andersen asked how Simply Good Foods is adapting its strategy to serve the mainstreaming consumer who is increasingly seeking high-protein, low-carb, low-sugar products outside the traditional nutritional aisle, including the capabilities being built and the evolution of product offerings.

Answer

President and CEO Geoff Tanner noted the significant increase in household penetration for Quest and OWYN, indicating consumers are looking for these options everywhere. He highlighted a focused effort over the past year to expand physical availability outside the core aisle through secondary placements, a new retail team driving displays, and investments in new channels like club and away-from-home. Tanner also emphasized bringing more mainstream products to market, such as Quest chips and Bake Shop items, leveraging the R&D team to disrupt macros of large snacking categories.

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