The Simply Good Foods Company

The Simply Good Foods Company Earnings Recaps

SMPL Consumer Staples 3 recaps
Q2 2026 Apr 9, 2026

Simply Good Foods delivered solid Q2 FY2026 results, supported by robust net sales growth and margin expansion, reflecting strong demand and effective cost management.

Key takeaways
  • Net sales increased by 8% year-over-year, driven by increased consumer demand across core brands.
  • Gross margin expanded by 150 basis points, benefiting from price discipline and supply chain efficiencies.
  • Adjusted EBITDA grew 10%, highlighting ongoing profitability and operational leverage.
  • Strategic initiatives in new product innovation contributed to market share gains.
Full recap
Q1 2026 Jan 9, 2026

Simply Good Foods Company reported solid first-quarter results for fiscal 2026, demonstrating growth driven by its Quest and OWYN brands, while maintaining confidence in its full-year outlook despite expected near-term challenges.

Key takeaways
  • Net sales up 2%, driven by double-digit growth in Quest and OWYN, which accounted for 71% of total sales.
  • Effective pricing strategies and a robust productivity program are expected to support margin recovery in the second half of the fiscal year.
  • The company has repurchased over 7% of its stock since the beginning of the year, with a newly authorized $200 million increase to its share repurchase program, reflecting confidence in long-term growth prospects.
Full recap
Q4 2025 Oct 23, 2025

The Simply Good Foods Company reported solid performance in Q4 2025, achieving 9% net sales growth and a 3% increase in adjusted EBITDA, driven by the successful integration of the OWYN acquisition and strategic investments in innovation and marketing.

Key takeaways
  • Completed integration of OWYN, contributing to over 4% pro forma net sales growth and nearly 6% adjusted EBITDA increase.
  • Focused on high-protein, low-sugar products has resulted in strong demand, with Quest and OWYN representing nearly 75% of net sales, both growing double digits.
  • Expanded marketing investment by approximately 50% since fiscal 2023, reaching a household penetration level of almost 20%.
  • Addressing challenges with Atkins brand, including loss of shelf space, through strategic initiatives aimed at optimizing SKUs and revitalizing brand positioning.
  • Continued growth in the nutritional snacking category, projected at over 13% growth, affirming a favorable market trend towards healthier products.
Full recap