Simply Good Foods Is Experiencing Temporary Headwinds
Simply Good Foods is undervalued due to short-term weakness, with growth masked by Atkins' decline but strong performance from Quest and OWYN. Quest and OWYN brands are driving double-digit growth, offsetting Atkins' rapid sales drop, and positioning SMPL for future expansion in the healthy snacks market. Despite underwhelming 2026 guidance and margin pressure from high cocoa prices, SMPL trades at a discount to peers and has significant long-term potential.
Simply Good Foods Is Simply Too Cheap
Simply Good Foods is rated a Buy, trading 31% below intrinsic value despite short-term headwinds from Atkins brand sales declines and margin compression. Simply Good Foods' Quest and OWYN brands are growing rapidly, offsetting Atkins' weakness. Gross margin pressure from tariffs and commodity prices is expected to be temporary, with management securing lower costs and productivity gains for FY27 recovery.
The Simply Good Foods Company (SMPL) Q4 2025 Earnings Call Transcript
The Simply Good Foods Company (NASDAQ:SMPL ) Q4 2025 Earnings Call October 23, 2025 8:30 AM EDT Company Participants Joshua Levine - VP of Investor Relations & Treasury Geoff Tanner - CEO, President & Director Christopher Bealer - Chief Financial Officer Conference Call Participants Peter Grom - UBS Investment Bank, Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Robert Moskow - TD Cowen, Research Division Jon Andersen - William Blair & Company L.L.C., Research Division Megan Christine Alexander - Morgan Stanley, Research Division Brian Holland - D.A.
Simply Good Foods (SMPL) Misses Q4 Earnings Estimates
Simply Good Foods (SMPL) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.5 per share a year ago.
Simply Good Foods (SMPL) Meets Q3 Earnings Estimates
Simply Good Foods (SMPL) came out with quarterly earnings of $0.51 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.5 per share a year ago.
The Simply Good Foods Company (SMPL) Q3 2025 Earnings Call Transcript
The Simply Good Foods Company (NASDAQ:SMPL ) Q3 2025 Earnings Conference Call July 10, 2025 8:30 AM ET Company Participants Christopher James Bealer - Chief Financial Officer Geoff E. Tanner - CEO, President & Director Joshua Levine - VP of Investor Relations & Treasury Conference Call Participants Alexia Jane Burland Howard - Sanford C.
Simply Good Foods (SMPL) Meets Q3 Earnings Estimates
Simply Good Foods (SMPL) came out with quarterly earnings of $0.51 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.5 per share a year ago.
Why Simply Good Foods Is More Than A Turnaround Story
Simply Good Foods is a buy, leveraging strong brands (Quest, OWYN) to capitalize on secular health and wellness trends despite Atkins' decline. Quest's accelerating growth and OWYN's successful entry into vegan protein drive market share gains, offsetting legacy brand weakness and boosting margins. The company's consolidation strategy—acquiring and scaling high-growth brands—has delivered strong returns and positions SMPL for continued industry outperformance.
Simply Good Foods (SMPL) Reports Next Week: Wall Street Expects Earnings Growth
Simply Good Foods (SMPL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why Simply Good Foods (SMPL) is Poised to Beat Earnings Estimates Again
Simply Good Foods (SMPL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The Simply Good Foods Company: Packaged For Growth, Priced For Value
SMPL reported 15.2% revenue growth in Q2 2025, led by Quest and the recent OWYN acquisition, with Quest now contributing 60% of total revenue and OWYN expected to double sales. Despite a slight decline in margins due to OWYN integration, SMPL maintains a strong 10.1% net margin; more than double the sector median of 4.05%. While trading near peers' forward P/E and EV/EBITDA medians, SMPL offers deeper value supported by a forecasted EPS CAGR of 8.4%, above the sector median of 6.06%.
Simply Good Foods Q2 Earnings Top Estimates, Sales Rise 15.2% Y/Y
SMPL's second-quarter results show a 15.2% year-over-year net sales increase, driven by strong growth from Quest and OWYN. Retail takeaway up 7% with solid brand momentum.
