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Nasdaq · Consumer Staples

Simply Good Foods Co (SMPL)

As-reported financials and SEC filings for Simply Good Foods Co. The latest annual period is FY2025. The latest reported quarter is Q3 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Simply Good Foods Co

Simply Good Foods Co is a consumer packaged food and beverage company that produces protein-rich snacks and meal replacements. Its main products include protein bars, ready-to-drink protein shakes, sweet and salty protein snacks, and confectionery items marketed under the Quest, Atkins, and OWYN brands. The company serves consumers seeking convenient, better-for-you snacks that are low in carbohydrates and added sugars, distributing primarily in North America through grocery, club, mass merchandise, e-commerce, and specialty retail channels.

Snapshot

Revenue
$1.45B
Revenue growth (YoY)
9.0%
Net income
$103.6M
Diluted EPS
$1.02
Gross margin
36.2%
Operating margin
10.8%
Net margin
7.1%
FCF margin
10.9%
ROE
5.7%
net income / fiscal-year-end equity
P/E
10.7×
trailing when available, otherwise FY EPS
Market cap
$966.7M
Long-term debt / equity
0.14×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended August 30, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Simply Good Foods

  • Revenue grew 9.0% to $1.5B in FY2025, in line with the 7.1% the year before.
  • Operating margin is 10.8% in FY2025, -6.5 pp against 17.3% in FY2021.
  • Most recent quarter Q3 FY2026: revenue $357M, down 6.3% from Q3 FY2025.
  • Free cash flow was $158M in FY2025, 10.9% of revenue.
  • Net income fell 25.6% to $104M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Simply Good Foods’s fundamentals sit among the 113 Consumer Staples companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin36.2%
60th percentile of 97
Operating margin10.8%
74th percentile of 100
Net margin7.1%
71st percentile of 105
FCF margin10.9%
79th percentile of 99
Revenue growth (YoY)+9.0%
73rd percentile of 110
ROE5.7%
46th percentile of 99
P/E10.7×
10th percentile of 73
Long-term debt / equity0.14×
19th percentile of 74
Short interest3.32d
43rd percentile of 111

Simply Good Foods’s P/E of 10.7 ranks in the 10th percentile of the 73 peers with a meaningful P/E.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+6 quant / multi-strat
Initiated / added
4
2 new, 2 added
Reduced / exited
4
2 trimmed, 2 exited
Combined position
$46.3M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$25.2M1.9MAdded
Two Sigma InvestmentsquantQ2 2026$10.6M795.5KNew
D. E. ShawquantQ2 2026$7.3M549.5KAdded
Citadel AdvisorsquantQ2 2026$2.0M154.2KNew
Millennium ManagementquantQ2 2026$1.1M80.6KReduced
Renaissance TechnologiesquantQ2 2026$173,96813.1KReduced

No longer held by: Bridgewater Associates (as of Q2 2026), Gotham Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-14
filed 2026-05-18
DALEY CLAYTON C JRDirectorBuy10.0K$11.78$118K
2026-04-23
filed 2026-04-24
KILTS JAMES MDirectorBuy80.0K$12.39$991K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
6.6M
settled 2026-08-14
Change vs prior
-10.1%
vs previous settlement
Days to cover
3.32
at avg daily volume
Avg daily volume
2.0M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-146.6M-10.1%3.32
2026-07-317.4M+6.8%2.84
2026-07-156.9M-4.2%2.39
2026-06-307.2M+11.1%2.89
2026-06-156.5M-3.1%3.45
2026-05-296.7M+4.6%2.97
2026-05-156.4M+27.6%2.76
2026-04-305.0M+20.0%1.69

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$1.45B$1.33B$1.24B$1.17B$1.01B
Gross profit$525.7M$511.6M$453.4M$445.6M$409.8M
Operating income$156.9M$206.5M$204.9M$202.8M$173.7M
Net income$103.6M$139.3M$133.6M$108.6M$40.9M
Diluted EPS$1.02$1.38$1.32$1.08$0.42

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$178.5M$215.7M$171.1M$110.6M$132.1M
Capital expenditure$20.5M$5.7M$11.6M$5.2M$5.9M
Free cash flow$157.9M$210.0M$159.5M$105.4M$126.2M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q3 FY2026$357.0M-6.3%$-52.0M$-0.58
Q2 FY2026$326.0M-9.4%$-159.7M$-1.73
Q1 FY2026$340.2M-0.3%$25.3M$0.26
Q4 FY2025$369.0M-1.8%$-12.4M$-0.12
Q3 FY2025$381.0M13.8%$41.1M$0.40
Q2 FY2025$359.7M15.2%$36.7M$0.36
Q1 FY2025$341.3M10.6%$38.1M$0.38
Q4 FY2024$375.7M17.2%$29.3M$0.29

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Staples
SIC industryFood and Kindred Products
Latest annual periodFY2025 (ended August 30, 2025)
Latest reported quarterQ3 FY2026 (ended May 30, 2026)
Oldest indexed filing2017
SEC CIK1702744

Selected SEC filings

10-Q2026-07-09
View on EDGAR →
10-Q2026-04-09
View on EDGAR →
10-Q2026-01-08
View on EDGAR →
8-K2026-07-09
View on EDGAR →
8-K/A2026-04-22
View on EDGAR →
8-K2026-04-21
View on EDGAR →
8-K2026-04-09
View on EDGAR →

Largest Consumer Staples peers

All Consumer Staples companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.