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
Robert Moskow
TD Cowen
5 questions for SMPL
Alexia Howard
AllianceBernstein
4 questions for SMPL
Brian Holland
D.A. Davidson
4 questions for SMPL
John Baumgartner
Mizuho Securities
4 questions for SMPL
Jon Andersen
William Blair & Company
4 questions for SMPL
Matthew Smith
Analyst
4 questions for SMPL
Brian Patrick Holland
D.A. Davidson & Co.
2 questions for SMPL
John Joseph Baumgartner
Mizuho Securities USA LLC
2 questions for SMPL
Jon Robert Andersen
William Blair & Company L.L.C.
2 questions for SMPL
Kaumil S. Gajrawala
Jefferies LLC
2 questions for SMPL
Matthew Edward Smith
Stifel
2 questions for SMPL
Megan Clapp
Morgan Stanley
2 questions for SMPL
Peter K. Grom
UBS Investment Bank
2 questions for SMPL
Stephen Robert Powers
Deutsche Bank
2 questions for SMPL
Steve Powers
Deutsche Bank
2 questions for SMPL
Jim Salera
Stephens Inc.
1 question for SMPL
Kaumil Gajrawala
Jefferies
1 question for SMPL
Megan Christine Alexander
Morgan Stanley
1 question for SMPL
Peter Grom
UBS Group
1 question for SMPL
Thomas Palmer
Citigroup Inc.
1 question for SMPL
Recent press releases and 8-K filings for SMPL.
- 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.
- 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%.
- 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 .
- 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.
Quarterly earnings call transcripts for Simply Good Foods.
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