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The Simply Good Foods Company
$1.0B
Market Cap
28.1
P/E
2.62
PEG
6.1%
ROCE
5.9%
ROE
0.14
D/E
10.8%
OPM
-62.3%
% from 52W High
10
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for SMPL including FX impact
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📈 Price History
Ratio Health
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About

The Simply Good Foods Company, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names. It also provides confectionery products, such as peanut butter cups, brownies, caramel candy bites, chocolatey coated peanut candies, and caramel candy bars. In addition, the company licenses certain products that contain its brands and logos; and distributes its products to various retail channels, such as mass merchandise, grocery and drug stores, club and convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including questnutrition.com, atkins.com, liveowyn.com, amazon.com and others. The company was incorporated in 2017 and is headquartered in Denver, Colorado.

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📈 Growth Pattern
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⭐ Superinvestors Holding SMPL
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 123.0K $1.8M 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q3 2026 Q3 2026 2026-07-09
Q3 results were ahead of expectations but showed year-over-year declines in all key metrics, with net sales down 6.3% and adjusted EBITDA down 22.5%. The company is executing a turnaround focused on cost structure, marketing, and innovation, with a high single-digit price increase planned to offset inflation.
Q2 2026 Q2 2026 2026-04-09
Q2 results missed expectations with net sales down 9.4% and adjusted EBITDA down 18.4% year-over-year, driven by executional challenges, inflation, and distribution losses. Management is implementing urgent cost reductions and brand investments, with FY26 guidance lowered and a major reset underway across all brands.
Q1 2026 Q1 2026 2026-01-08
Q1 results were flat on net sales, with Quest driving growth and Atkins declining as expected. Margins were pressured by inflation and tariffs, but the company reaffirmed its full-year outlook, expects a stronger second half, and accelerated share buybacks with a new $200 million authorization.
Q4 2025 Q4 2025 2025-10-23
Fiscal 2025 saw 9% net sales growth and 3% organic growth, with Quest and OWYN driving gains while Atkins declined. Guidance for 2026 is cautious, with net sales expected between -2% and +2% as inflation and distribution losses weigh on margins, but productivity and innovation are set to drive a stronger second half.
Q3 2025 Q3 2025 2025-07-10
Net sales rose 13.8% year-over-year, led by Quest and Owen's double-digit growth, while Atkins declined due to distribution cuts. Margins compressed from inflation and tariffs, but productivity and pricing actions are underway. Full-year guidance tightened, with continued strong cash flow and capital flexibility.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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