Earnings summaries and quarterly performance for Simply Good Foods.
Research analysts who have asked questions during Simply Good Foods earnings calls.
James Salera
Stephens Inc.
5 questions for SMPL
Also covers: BRBR, CAKE, CELH +20 more
Robert Moskow
TD Cowen
5 questions for SMPL
Also covers: BGS, BRBR, BYND +27 more
Alexia Howard
AllianceBernstein
4 questions for SMPL
Also covers: BRBR, BYND, CAG +10 more
Brian Holland
D.A. Davidson
4 questions for SMPL
Also covers: BRBR, FRPT, LANC +5 more
John Baumgartner
Mizuho Securities
4 questions for SMPL
Also covers: BRBR, BYND, GIS +15 more
JA
Jon Andersen
William Blair & Company
4 questions for SMPL
Also covers: BRBR, BRCC, CELH +11 more
Matthew Smith
Analyst
4 questions for SMPL
Also covers: BRBR, E, GIS +14 more
BP
Brian Patrick Holland
D.A. Davidson & Co.
2 questions for SMPL
John Joseph Baumgartner
Mizuho Securities USA LLC
2 questions for SMPL
JR
Jon Robert Andersen
William Blair & Company L.L.C.
2 questions for SMPL
Kaumil S. Gajrawala
Jefferies LLC
2 questions for SMPL
ME
Matthew Edward Smith
Stifel
2 questions for SMPL
Also covers: MO
Megan Clapp
Morgan Stanley
2 questions for SMPL
Also covers: BRBR, CAG, CPB +14 more
PK
Peter K. Grom
UBS Investment Bank
2 questions for SMPL
Also covers: EL
Stephen Robert Powers
Deutsche Bank
2 questions for SMPL
Also covers: BRBR, CHD, CL +20 more
Steve Powers
Deutsche Bank
2 questions for SMPL
Also covers: BRBR, CHD, CL +22 more
Jim Salera
Stephens Inc.
1 question for SMPL
Also covers: BRBR, CAKE, CELH +20 more
Kaumil Gajrawala
Jefferies
1 question for SMPL
Also covers: BARK, BRBR, BTMD +22 more
Megan Christine Alexander
Morgan Stanley
1 question for SMPL
Also covers: BC, CAG, COOK +15 more
PG
Peter Grom
UBS Group
1 question for SMPL
Also covers: BRBR, CELH, CHD +25 more
TP
Thomas Palmer
Citigroup Inc.
1 question for SMPL
Also covers: ADM, BG, BRBR +14 more
Recent press releases and 8-K filings for SMPL.
Simply Good Foods Reports Q1 2026 Results and Reaffirms Full-Year Outlook
SMPL
Earnings
Guidance Update
Share Buyback
- Simply Good Foods reported Q1 2026 net sales of $340.2 million, essentially flat year-over-year, with Quest net sales growing nearly 10% while Atkins declined 17% and OWYN declined 3%.
- Adjusted EBITDA for Q1 2026 was $55.6 million, a 20.6% decline from the prior year, and diluted earnings per share was $0.26, down from $0.38.
- The company reaffirmed its full-year fiscal 2026 outlook for net sales growth (range of -2% to +2%) and Adjusted EBITDA (range of -4% to +1%), expecting a stronger second half after a weaker Q2.
- Simply Good Foods aggressively accelerated its share repurchase program, borrowing an incremental $150 million and repurchasing 5 million shares for $100 million in Q1 2026; year-to-date, it has repurchased over 7% of common stock, and the board authorized a $200 million increase to the program.
- Gross margins declined by 590 basis points to 32.3% in Q1 2026 due to elevated inflationary costs, particularly cocoa, and $4 million in tariffs, though productivity programs and new cocoa supply commitments are expected to improve margins in the second half and into fiscal 2027.
Jan 8, 2026, 1:30 PM
SMPL Reports Q1 2026 Results, Reaffirms FY26 Outlook, and Announces Increased Share Buyback
SMPL
Earnings
Guidance Update
Share Buyback
- For Q1 2026, Simply Good Foods reported Net Sales of $340.2 million, a 0.3% year-over-year decline, and Adjusted EBITDA of $55.6 million, a 20.6% decrease compared to the prior year. GAAP Diluted EPS was $0.26 and Adjusted Diluted EPS was $0.39.
- The company achieved 2% combined consumption growth in Q1, driven by Quest (12%) and OWYN (18%), which together accounted for 71% of Q1 net sales and grew aggregate consumption by 13%. This was partially offset by an expected 19% decline in Atkins.
- Simply Good Foods repurchased nearly $150 million of shares, totaling 7.4 million shares (approximately 7% of outstanding), through January 6, 2026. An incremental share repurchase authorization of $200 million was announced, with approximately $224 million remaining available as of January 6, 2026.
- The company reaffirmed its Fiscal Year 2026 outlook, expecting Net Sales to be between -2% and +2% and Adjusted EBITDA to be between -4% and +1%. Gross Margin is projected to decline 150 to 100 basis points for the full fiscal year.
Jan 8, 2026, 1:30 PM
The Simply Good Foods Company Reports Q1 2026 Results and Reaffirms Full-Year Outlook
SMPL
Earnings
Guidance Update
Share Buyback
- The Simply Good Foods Company reported Q1 2026 net sales of $340.2 million, essentially flat year-over-year, with Quest net sales growing nearly 10% while Atkins and OWYN declined.
- Adjusted EBITDA was $55.6 million, a 20.6% decrease, and diluted EPS was $0.26 for Q1 2026, primarily due to margin challenges and one-time costs.
- The company reaffirmed its full-year fiscal 2026 outlook for net sales growth (range of -2% to +2%) and Adjusted EBITDA (range of -4% to +1%), expecting stronger performance in the second half of the year.
- An additional $150 million was borrowed to accelerate the share buyback program, resulting in the repurchase of 5 million shares for $100 million in Q1, and the board authorized a $200 million increase to the existing program.
- Gross margin declined to 32.3% in Q1 2026 due to elevated costs, but the company anticipates sequential improvement in gross margin declines in Q2 and expects Q4 to be the strongest period for profit growth.
Jan 8, 2026, 1:30 PM
SMPL Reports Q1 2026 Results, Reaffirms Full-Year Outlook
SMPL
Earnings
Guidance Update
Share Buyback
- SMPL reported Q1 2026 net sales of $340.2 million, essentially flat year-over-year. Gross profit declined 15.8% to $109.9 million, and Adjusted EBITDA decreased 20.6% to $55.6 million. Diluted EPS was $0.26, and Adjusted diluted EPS was $0.39.
- Quest net sales grew nearly 10%, driven by 12% consumption growth, with salty snacks consumption up 40%. Atkins net sales declined 17% due to lost distribution, while OWYN net sales declined 3% despite consumption being up 18%, impacted by product quality issues.
- The company repurchased 5 million shares for $100 million in Q1 2026, and nearly $150 million year-to-date through January 6th. The Board approved an additional $200 million increase to the stock repurchase program, with approximately $224 million remaining.
- SMPL reaffirmed its full-year 2026 outlook, expecting net sales growth between negative 2% and positive 2% and Adjusted EBITDA between negative 4% and positive 1%. The second half is anticipated to be stronger than the first half, with Q2 projected as the weakest quarter.
- A pilot clinical study on Atkins for GLP-1 drug users showed encouraging results regarding muscle mass retention, digestive comfort, and metabolic markers. The company plans to integrate these findings into future marketing and retailer engagements.
Jan 8, 2026, 1:30 PM
Simply Good Foods Company Reports Fiscal First Quarter 2026 Results and Reaffirms FY2026 Outlook
SMPL
Earnings
Guidance Update
Share Buyback
- For the thirteen weeks ended November 29, 2025, The Simply Good Foods Company reported net sales of $340.2 million, a 0.3% decrease from the comparable prior-year period, with net income of $25.3 million and Adjusted EBITDA of $55.6 million.
- The company repurchased approximately 5.0 million shares of its common stock for about $100 million during the first quarter of fiscal year 2026. Fiscal year-to-date through January 6, 2026, approximately 7.4 million shares have been repurchased for $146.6 million.
- Simply Good Foods reaffirmed its fiscal year 2026 outlook, expecting net sales to range between -2% and +2% year-over-year, gross margins to decline between 100 and 150 basis points, and Adjusted EBITDA to range between -4% and +1% year-over-year. The company anticipates the second half of the fiscal year to be stronger than the first half.
Jan 8, 2026, 12:03 PM
Simply Good Foods Reports Fiscal First Quarter 2026 Results and Reaffirms Full-Year Outlook
SMPL
Earnings
Guidance Update
Share Buyback
- Simply Good Foods reported Q1 Fiscal Year 2026 net sales of $340.2 million, a 0.3% decrease compared to the prior year period, with net income of $25.3 million and diluted EPS of $0.26, both lower than the comparable year-ago period.
- The company reaffirmed its Fiscal Year 2026 outlook, expecting net sales to range between -2% and +2% year-over-year and Adjusted EBITDA to range between -4% and +1% year-over-year.
- During the quarter ended November 29, 2025, the company repurchased approximately 5.0 million shares for about $100 million, and on January 6, 2026, its Board of Directors approved a $200 million increase to its share repurchase program, with approximately $224 million available.
Jan 8, 2026, 12:00 PM
Simply Good Foods Co Amends Credit Agreement, Details Debt Commitments and Financial Covenants
SMPL
Debt Issuance
Dividends
- Simply Good Foods Co (Holdings, the Borrowers, and Parent) has executed and delivered an Amendment to its credit agreement, confirming that the representations and warranties in the Loan Documents are true and correct in all material respects as of the Amendment No. 8 Effective Date, and that no Default or Event of Default has occurred or is continuing.
- As of the Amendment No. 8 Effective Date, the total Term Commitment is $400,000,000, with a Term Maturity Date of March 17, 2030. Additionally, a Swing Line Sublimit is set at the lesser of $25,000,000 and the aggregate Revolving Commitments.
- Holdings or the Borrower is required to furnish audited consolidated financial statements annually within 105 days after the fiscal year-end (with an exception for FY ended August 31, 2017, which is 135 days) and unaudited consolidated financial statements quarterly within 45 days after the end of the first three fiscal quarters (with an exception for specific quarters in 2017-2018, which is 60 days).
- The company may make certain Restricted Payments, including dividends on common stock up to an aggregate amount per annum not exceeding 3.5% of PubCo's market capitalization, or up to the greater of $41,700,000 and 15% of Consolidated EBITDA for the last Test Period.
Nov 20, 2025, 11:03 AM
Simply Good Foods plans Q3 2025 earnings release with new CFO
SMPL
Earnings
CFO Change
- Simply Good Foods will release its Q3 FY2025 results on July 10, 2025, before market open, and host a conference call with CEO Geoff Tanner and incoming CFO Chris Bealer at 8:30 a.m. ET, with a replay available until July 17, 2025.
- In the prior quarter, the company reported $0.46 EPS and $359.7 million in revenue, beating estimates of $0.40 EPS and $354.5 million; analysts expect $0.50 EPS and $381.68 million in revenue for Q3.
- The company’s market capitalization stands at $3.31 billion, with strong financial ratios: current ratio 4.27, quick ratio 2.70, debt-to-equity 0.16, P/E 22.77, and PEG 2.75.
- Senior VP Stuart E. Jr. Heflin sold 5,000 shares at an average price of $37.25 on April 11, 2025, reducing his position by 28.03%.
Jun 18, 2025, 11:08 AM
Simply Good Foods Reports Q2 2025 Earnings, Guidance & Leadership Update
SMPL
Earnings
Guidance Update
M&A
Revenue Acceleration/Inflection
- Strong Financial Performance: Net sales of $359.7 million (up 15.2% YoY), net income of $36.7 million (up 10.9% YoY), and adjusted EBITDA of $68.0 million (up 17.6% YoY) in Q2 2025 .
- Reaffirmed FY2025 Guidance: The company expects net sales growth of 8.5-10.5% (alternatively noted as 4-6%) and adjusted EBITDA growth of 4-6% .
- Operational Highlights: Adjusted Diluted EPS of $0.46 underscores strong operating performance alongside the successful integration of the OWYN acquisition .
- Brand & Segment Momentum: Quest grew 13% (now 60% of net sales and approaching a $1 billion milestone), OWYN surged 52% (targeting net sales of $140-150 million), while Atkins declined 10% .
- Leadership Transition: CFO Shaun Mara announced his retirement, with Chris Bealer stepping in as the new Senior Vice President of Finance .
Apr 9, 2025, 12:00 AM
Simply Good Foods Co CFO Retirement and Annual Meeting Results
SMPL
CFO Change
Proxy Vote Outcomes
- CFO Shaun P. Mara will retire effective July 3, 2025, with Christopher J. Bealer hired to succeed him as CFO.
- The Annual Meeting results include the approval of 11 director nominees, the ratification of Deloitte & Touche LLP as the independent auditor, and an advisory vote on executive compensation.
Jan 28, 2025, 12:00 AM
Quarterly earnings call transcripts for Simply Good Foods.
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