Food and Kindred Products · SIC 2000

Simply Good Foods Co

SMPL

Watch

Latest revenue

$-326.0M

as of 2026-02-28

Latest net income

$-134.4M

as of 2026-02-28

Net margin

41.2%

as of 2026-02-28

Price · 5Y

-19.3% / yr 33.1 pts / yr vs S&P 500 65.7% total
Compare:

Live market

delayed ≤15 min
$11.86
2.24%
Market cap
$1.07B
Enterprise value
$1.07B
P/E (trailing)
10.4×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$35.16
52-wk low
$10.21
Beta
Shares out
90.5M

5-year trend

What this company does

AI

Item 1. Business Overview The Simply Good Foods Company is a highly-focused consumer packaged food and beverage company that aims to lead the nutritious snacking movement with trusted brands that offer a variety of convenient, innovative, great-tasting, better-for-you snacks and meal replacements. The product portfolio we develop, market and sell consists primarily of nutrition bars, ready-to-drink (“RTD”) shakes, sweet and salty snacks and confectionery products marketed under the Atkins®, Atkins Endulge® and Quest® brand names. Simply Good Foods is poised to expand its wellness platform through innovation and organic growth along with investment opportunities in the snacking space and…

AI summary unavailable — showing raw filing excerpt

Generated from SMPL's filing dated 2020-10-28

Key risks

AI

Item 1A. Risk Factors An investment in our securities involves a high degree of risk. You should carefully consider the risks described below before making an investment decision. Our business, prospects, financial condition or operating results could be harmed by any of these risks, and other risks not currently known to us or that we currently consider immaterial. The trading price of our securities could decline due to any of these risks, and, as a result, you may lose all or part of your investment. Risks Related to our Business Pandemics, epidemics or disease outbreaks, such as the novel coronavirus (“COVID-19”), may disrupt our business, including, among other things, consumption and…

AI summary unavailable — showing raw filing excerpt

Generated from SMPL's filing dated 2020-10-28

Profitability

Gross margin

36.2%

5.7%

Operating margin

10.8%

30.3%

Net margin

7.1%

31.8%

Return on equity

6.0%

32.4%

Return on assets

4.3%

24.4%

Leverage

Debt / equity

0.39×

29.7%

Long-term debt / equity

0.14×

43.0%

Debt / assets

27.9%

21.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-02-28

$-326.0M+9.4%$-134.4M-465.8%

Q4 2025

2025-11-29

$-340.2M+0.3%$25.3M-33.7%

Q3 2025

2025-08-30

$2.53B+10.7%$-12.4M-142.2%-0.5%

Q2 2025

2025-05-31

$-381.0M-13.8%$41.1M-0.6%

Q1 2025

2025-03-01

$-359.7M-15.2%$36.7M+10.9%

Q4 2024

2024-11-30

$-341.3M-10.6%$38.1M+7.2%

Q3 2024

2024-08-31

$2.29B$29.3M1.3%

Q2 2024

2024-05-25

$-334.8M-3.1%$41.3M+16.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Food and Kindred Products · SIC 2000

Your notes

Keep private notes on SMPL — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$1.6M

Insider selling

$114.1K

Net activity

+$1.5M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-14

Clayton C Daley JR

Director

Purchase10,000$11.78$117.8K
2026-04-23

James M Kilts

Director

Purchase80,000$12.39$991.5K
2025-11-17

Michael L Clawson

Chief Commercial Officer

Purchase5,000$20.00$100.0K
2025-11-11

Timothy Allen Matthews

VP, Controller and CAO

Sale5,859$19.47$114.1K
2025-11-06

Christopher J Bealer

Chief Financial Officer

Purchase9,946$20.01$199.0K
2025-07-23

Geoff E Tanner

President and CEO

Purchase6,050$33.11$200.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SMPL

Institutional value

$675.8M

Total shares held

50.6M

Distinct holders

159

-109 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.13.1M$187.7M-739.3K (-5.3%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC5.6M$79.8MNew
3VANGUARD CAPITAL MANAGEMENT LLC3.8M$54.1MNew
4Boston Trust Walden Corp3.6M$52.2M+330.3K (+10.0%)Added
5DIMENSIONAL FUND ADVISORS LP3.0M$43.1M-966.9K (-24.3%)Trimmed
6River Road Asset Management, LLC3.0M$43.0M+1.4M (+89.1%)Added
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.9M$27.4M-214.0K (-10.1%)Trimmed
8Walleye Capital LLC1.0M$14.9M+445.4K (+74.8%)Added
9UBS Group AG810.9K$11.6M+693.7K (+591.8%)Added
10JUPITER ASSET MANAGEMENT LTD636.4K$9.1MNew
11VANGUARD FIDUCIARY TRUST CO582.6K$8.4MNew
12Bank of New York Mellon Corp535.0K$7.7M-64.8K (-10.8%)Trimmed
13Invesco Ltd.485.9K$7.0M+64.8K (+15.4%)Added
14JPMORGAN CHASE & CO455.4K$6.6M+262.5K (+136.1%)Added
15WINTON GROUP Ltd416.3K$6.0M+155.6K (+59.7%)Added
16PRINCIPAL FINANCIAL GROUP INC415.5K$6.0M-145.8K (-26.0%)Trimmed
17Assenagon Asset Management S.A.405.3K$5.8M-91.2K (-18.4%)Trimmed
18WELLS FARGO & COMPANY/MN308.6K$4.4M+205.3K (+198.9%)Added
19Public Sector Pension Investment Board304.7K$4.4M-13.3K (-4.2%)Trimmed
20SEIZERT CAPITAL PARTNERS, LLC302.0K$4.3M+93.4K (+44.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once SMPL's latest filing finishes processing.