Rob Moskow's questions to Simply Good Foods Co (SMPL) leadership • Q2 2025
Question
On behalf of Rob Moskow, an analyst asked about the Quest bar category, noting that tracking data suggests it is underperforming the broader category. The question focused on what actions, beyond the new Overload bar, are being taken to return to the brand's low single-digit growth target for bars.
Answer
CEO Geoff Tanner responded by emphasizing that the bar category is highly responsive to new news and innovation. He highlighted the new Overload platform as a key initiative, noting its positive early consumer reviews and retailer acceptance. Tanner asserted that the company has significantly stepped up its innovation efforts and has a strong pipeline, which is crucial for driving growth in the bar segment. He also pointed to positive recent trends in the C-store channel as a sign of strength.