Simply Good FoodsSMPL
SMPL
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
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
111% more call options, than puts
Call options by funds: $8.39M | Put options by funds: $3.97M
56% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 36
5% more funds holding
Funds holding: 275 [Q4 2024] → 290 (+15) [Q1 2025]
2% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 102
0.72% less ownership
Funds ownership: 94.44% [Q4 2024] → 93.73% (-0.72%) [Q1 2025]
12% less capital invested
Capital invested by funds: $3.72B [Q4 2024] → $3.27B (-$452M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$36
9%
upside
Avg. target
$38
16%
upside
High target
$40
22%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
UBS Peter Grom | 9%upside $36 | Neutral Maintained | 1 Jul 2025 |
Stifel Matthew Smith | 16%upside $38 | Buy Maintained | 27 Jun 2025 |
Citigroup Jonmichael Shekian | 22%upside $40 | Buy Maintained | 18 Jun 2025 |
DA Davidson Brian Holland | 16%upside $38 | Neutral Maintained | 9 Jun 2025 |
Financial journalist opinion
Based on 9 articles about SMPL published over the past 30 days
Positive
Zacks Investment Research
1 day 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.
Neutral
Seeking Alpha
1 day 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.
Positive
Zacks Investment Research
1 day 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.
Neutral
GlobeNewsWire
1 day ago
The Simply Good Foods Company Reports Fiscal Third Quarter 2025 Financial Results and Updates Fiscal Year Outlook
DENVER, July 10, 2025 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (Nasdaq: SMPL) (“Simply Good Foods,” or the “Company”), a developer, marketer and seller of branded nutritional foods and snacking products, today reported financial results for the thirteen and thirty-nine weeks ended May 31, 2025. The acquisition of Only What You Need, Inc. ("OWYN") was completed on June 13, 2024.
Positive
Seeking Alpha
1 day 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.
Positive
Zacks Investment Research
1 week ago
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.
Positive
Zacks Investment Research
2 weeks ago
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.
Negative
Seeking Alpha
2 weeks ago
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%.
Neutral
GlobeNewsWire
3 weeks ago
Simply Good Foods to Report Third Quarter Fiscal Year 2025 Financial Results on Thursday, July 10, 2025
DENVER, June 18, 2025 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (NASDAQ: SMPL) (“Simply Good Foods” or the “Company”), a developer, marketer and seller of branded nutritional foods and snacking products, today announced it will report financial results for the thirteen week period ended May 31, 2025, on Thursday, July 10, 2025, before market open. The Company will host a conference call to discuss these results with additional comments and details provided at that time.
Neutral
PRNewsWire
1 month ago
ATKINS NAMED A WINNER IN PROGRESSIVE GROCER'S 2025 EDITORS' PICKS AWARDS
New Atkins™ Endulge Gummy Bears and Truffles Recognized as Cutting-Edge Product Innovation DENVER , May 15, 2025 /PRNewswire/ -- Atkins, the industry pioneer of the low-carb lifestyle movement, was named a winner in Progressive Grocer's 2025 Editors' Picks Awards for its Atkins™ Endulge Gummy Bears and Atkins™ Endulge Truffles. Progressive Grocer's Editors' Picks Awards recognize the evolution of cutting-edge product innovation, giving retail buyers a comprehensive guide to the latest and greatest products that meet consumers' ever-increasing demand for functional, interesting and on-trend products.
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