Simply Good Foods (SMPL)

• Market cap: $3.64B
• 1 day: 1.92%
• 5 days: 1.09%
• 1 month: -4.32%
• 3 months: -3.06%
• 6 months: -1.77%
• Year to date: -7.56%
• 1 year: -2.93%
• 5 years: 113.63%
• 10 years: 200.50%
• Sector: Consumer Staples
• Industry: Packaged Foods

About: The Simply Good Foods Co is a consumer packaged food and beverage company. It provides low-carbohydrate, high protein bars, shakes, and other products such as confections, chips, and cookies under the Atkins and Quest brands. The company distributes its products in retail channels, predominantly in North America, including grocery, club, and mass merchandise, as well as through e-commerce, convenience, and other channels. It derives maximum revenue from North America.

Employees: 316

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

318% more call options, than puts

Call options by funds: $8.35M | Put options by funds: $2M

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $3.14B [Q3] → $3.72B (+$574M) [Q4]

16% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 91

4.12% more ownership

Funds ownership: 90.32% [Q3] → 94.44% (+4.12%) [Q4]

2% more funds holding

Funds holding: 269 [Q3] → 274 (+5) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $37 3% upside
• Avg. target: $42 15% upside
• High target: $47 30% upside

4 analyst ratings

• positive: 1 25%
• neutral: 3 75%
• negative: 0 0%

UBS Peter Grom 50% 1-year accuracy 15 / 30 met price target	14% upside $41	Neutral Initiated	23 Apr 2025
Mizuho John Baumgartner 38% 1-year accuracy 6 / 16 met price target	30% upside $47	Outperform Maintained	11 Apr 2025
DA Davidson Brian Holland 33% 1-year accuracy 3 / 9 met price target	14% upside $41	Neutral Maintained	11 Apr 2025
Morgan Stanley Megan Alexander 71% 1-year accuracy 12 / 17 met price target	3% upside $37	Equal-Weight Maintained	10 Apr 2025