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Simply Good Foods Co (SMPL) stock

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NASDAQ: SMPL Nasdaq Packaged Foods & Meats Next results ~January 7, 2027

C Fundamentals grade

Simply Good Foods Co is a US-listed company in the packaged foods & meats industry. Its financial year ends in August.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$26

Cash-flow model

Base case. Range ~$19–$36 across our lower- and higher-growth cases (-3%–7% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 112% above it.

Price used: $12.43, November 2, 2026

Simply Good Foods Co valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Simply Good Foods files

10-K filed October 27: Simply Good Foods Co

Revenue for the twelve months to August 2026 was $1.36bn, down 6.5% on a year earlier, a steeper fall than the 4.5% decline a quarter earlier. That puts it 31 of 35 for growth among the packaged foods & meats companies we cover. Free-cash-flow margin held at 11.6%. Operating margin narrowed to -13.2% from 10.8%. The diluted share count is down 9.0% on a year earlier, which lifts each remaining share. Its fundamentals grade moves from D to C.

Source: 10-K filed October 27, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (2)

10-Q filed July 9: Simply Good Foods Co

Revenue for the twelve months to May 2026 was $1.36bn, down 6.5% on a year earlier, a steeper fall than the 4.5% decline a quarter earlier. That puts it 22 of 24 for growth among the packaged foods & meats companies we cover. Free-cash-flow margin held at 11.6%. Operating margin narrowed to -13.2% from 10.8%. The diluted share count is down 9.0% on a year earlier, which lifts each remaining share.

10-Q on SEC EDGAR

Where Simply Good Foods Co stands after its latest 10-Q

Revenue for the twelve months to May 2026 was $1.39bn, down 4.5% on a year earlier, against growth of 0.3% a quarter earlier. Free-cash-flow margin fell to 8.5% from 11.9% a year earlier. Operating margin narrowed to -17.1% from 14.9%. The diluted share count is down 5.9% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 4 of our 7 financial-health checks.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 7, 2027 (estimated)

Simply Good Foods Co's trailing-twelve-month revenue fell 6.5% year on year, with a free-cash-flow margin of 11.6%. Where it stands out: change in share count of -9.0% ranks 2 of 40 packaged foods & meats companies we cover. Where it lags: revenue growth of -6.5% ranks 38 of 44 packaged foods & meats companies we cover.

Our discounted-cash-flow model values the business at ~$26 per share in the base case (~$19–$36 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth decelerating: TTM revenue growth slowed to -6.5% (-2.0pp vs the prior quarter), the 5th consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $12.43 is 112% below our value per share of $26.
  • Shrinking share count. Diluted shares fell 9.0% in a year, so each share owns more of the business.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Revenue shrinking. Revenue fell 6.5% over the last 12 months.
  • Loss-making. Operating margin is -13.2%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 24.1 points on a year ago.
  • Volatile shares. Over the past year the shares showed annualised volatility of 51% and a beta of 0.1 against the S&P 500.
  • Growth easing. The growth rate is 2.0 points lower than a quarter earlier.
  • Gross margin slipping. Gross margin is down 3.6 points on a year ago.

Latest results: FY2026 Q4

Filed October 27, 2026
Earnings per share
$0.44 against an average estimate of $0.40: beat by 11.0%
Revenue
$333m, down 9.7% on a year earlier
Share reaction
+7.4% in the first session after the results on October 27, 2026, against +0.9% for the S&P 500
Next report
January 7, 2027; average EPS estimate $0.28

Simply Good Foods' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+10.5%
  • 1 week+23.2%
  • 1 month+26.4%
  • This year-38.1%
  • 1 year-36.5%
  • 5 years-68.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.4B
Operating margin
-13.2%
Net margin
-11.5%
EPS (TTM, diluted)
$-1.69

Growth

Revenue growth
−6.5%
Change in growth rate
−2.0 pts
Share count change
−9.0%

Cash

Free cash flow (TTM)
$157M
FCF margin
11.6%
Stock pay % of revenue
1.3%

Earnings

Last results
October 27, 2026
Next results (est.)
January 7, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Our research
  3. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Simply Good Foods Co valuation models and calculator

What the price is pricing in

The share price implies cash flow shrinking about 11.6% a year for five years.That is slower than the 6.2% a year revenue growth Simply Good Foods has delivered.

  • Priced in-11.6%
  • Last 12 months-6.5%
  • 3 years a year3.0%
  • 5 years a year6.2%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($12.22, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$26
Price used
$12.22close November 3, 2026
Implied change
▲ +115%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Simply Good Foods Co's free cash flow after stock-based pay with after-tax interest added back ($173M, FY2026 Q4 TTM), growing -9.3% and 1.8% in the next two years (forecasts, guidance and its record), then back to 2% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$19–~$36 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Simply Good Foods Co's free cash flow after stock-based pay ( $173M, FY2026 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Simply Good Foods Co as an operating company, with every model that fits that kind of business. Cost of equity 7%: the 10-year Treasury yield (4.9%) plus a beta of 0.45 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$26 ~$19–$36 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$16 ~$17–$28 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$9.7 ~$5.5–$18 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$5.7 ~$4.5–$7.5 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$17 ~$5.7–$26 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Simply Good Foods Co with Packaged Foods & Meats in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −27%
  • Revenue growth 5 points higher ▲ +36%
  • Free-cash-flow margin 1 point lower ▼ −8%
  • Last year's free-cash-flow margin change, if it persists ▲ +8%
  • Discount rate 1 point higher ▼ −15%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $26$36$49$67$90$119
8.5% $19$26$36$49$65$86
10% $15$21$28$38$50$66

Valuation multiples over time Market data may be delayed

At fiscal year end 201820192020202120222023202420252026
Share price$17.98$29.63$25.39$35.35$31.51$34.46$31.59$28.63$10.93
Market value$1.3bn$2.4bn$2.5bn$3.4bn$3.2bn$3.5bn$3.2bn$2.9bn$1.0bn
+ Net debt (− = net cash)$87m−$70m$511m$381m$339m$197m$267m$152m$212m
Enterprise value$1.4bn$2.3bn$3.0bn$3.8bn$3.5bn$3.7bn$3.5bn$3.1bn$1.2bn
Multiples
Price / sales 3.0x4.6x3.1x3.4x2.7x2.8x2.4x2.0x0.7x
Price / earnings 35.0x—38.0x84.2x29.2x26.0x23.0x28.0x—
Price / free cash flow 22.1x33.2x43.7x27.3x30.1x21.8x15.2x18.4x6.4x
EV / EBITDA 18.6x28.9x31.9x19.9x15.8x16.3x15.2x17.1x—

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

56 /100

Moderate moat

How hard Simply Good Foods's competitive advantage looks for rivals to wear away, judged from 9 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 5 / 20

    Net income has been a median 4.3% of total assets over 9 years.

  • Pricing power 13 / 20

    Gross margin has been a median 38.4%, moving by 2.8 percentage points (standard deviation) across 9 years.

  • Durability 4 / 20

    Operating margin has been a median 15.0%; its worst year was -13.2%.

  • Cash conversion 16 / 20

    Free cash flow was positive in 9 of 9 years, at a median 12.5% of revenue.

  • Discipline 18 / 20

    The diluted share count fell 5.1% over five years; stock-based pay has been a median 1.0% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: January 7, 2027, before the open. Analysts expect revenue of $271m and EPS of $0.28 (range $0.25 to $0.31) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.49 −12% $1.2bn −15%
Next $1.62 +9% $1.2bn +1%

Next year's EPS estimate has moved −12.6% in 90 days, across 8 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −12.6% on 90 days ago. In the last 30 days, 0 analysts raised Simply Good Foods Co's forecast and 1 cut it.

Consensus EPS forecast Simply Good Foods Co, last 90 days
$1.40 $1.50 $1.60 $1.70 $1.80 $1.90 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.71 Current fiscal year, 60 days ago: $1.70 Current fiscal year, 30 days ago: $1.70 Current fiscal year, 7 days ago: $1.67 Current fiscal year, Now: $1.49 $1.49 Next fiscal year, 90 days ago: $1.86 Next fiscal year, 60 days ago: $1.85 Next fiscal year, 30 days ago: $1.85 Next fiscal year, 7 days ago: $1.80 Next fiscal year, Now: $1.62 $1.62

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.71$1.86
60 days ago $1.70$1.85
30 days ago $1.70$1.85
7 days ago $1.67$1.80
Now $1.49$1.62

Earnings against estimates

Quarter toEstimateActualSurprise
Aug 2026 $0.40 $0.44 +11.0%
May 2026 $0.35 $0.42 +18.9%
Feb 2026 $0.40 $0.45 +13.6%
Nov 2025 $0.36 $0.39 +8.2%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Simply Good Foods Co's revenue by -9.3% next year and +1.8% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (-15.0%, weight 67%) and the company's own record (+2.0%, weight 33%) . How the weights are set.

Analyst recommendations

10 analysts, Oct 2026
Buy220%
Hold880%
Sell00%

Monthly trend

  1. Oct 20262810
  2. Sep 20263710
  3. Aug 20264711

Counts of recommendations published by analysts covering Simply Good Foods Co, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
15.4%
of tradable shares
Days to cover
3.91
at average volume
Short interest, 1 month
+12%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
9.4%
of shares
Employees
282
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −36.5%

$19.57 on October 31, 2025 to $12.43

ThenNowEffect
Revenue (last 12 months) $1.5bn $1.4bn −6.5%
P/S multiple 1.4x 0.8x −38.2%
Share count 102m 92m +9.9%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −66.9%

$37.54 on November 3, 2023 to $12.43

ThenNowEffect
Revenue (last 12 months) $1.2bn $1.4bn +9.2%
P/S multiple 3.0x 0.8x −72.2%
Share count 101m 92m +9.2%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
SMPL+33%−9%+4%−2%−49%−38%
Industry peers (median)+8%−3%−5%−2%−16%−15%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SMPL58%42%58%33%25%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SMPL−17%−34%−19%−27%−53%−56%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since July 10, 2017: 79% from April 19, 2022 to September 24, 2026. Getting back needed a 373% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$9.43 – $21.40
From 52-week high
−41.9%
vs 50-day average
+19.0%
vs 200-day average
−2.9%
Volatility (1 year)
51%
Beta vs S&P 500
0.07

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±9.1%
After a week
6 up, 5 down
typical move ±10.1%
After a month
5 up, 6 down
typical move ±12.6%
Results releasedNext dayS&P 500 next day5 days21 days
October 27, 2026 +7.4% +0.9% — —
July 9, 2026 −0.5% +1.3% −6.0% −13.6%
April 9, 2026 −27.6% +0.5% −19.4% −14.9%
January 8, 2026 +10.5% +0.7% +9.2% −15.0%
October 23, 2025 −18.8% +1.4% −23.0% −19.2%
July 10, 2025 +1.7% −0.1% +3.2% −8.9%
April 9, 2025 +9.3% +5.7% +9.9% +7.9%
January 8, 2025 −6.5% −1.4% −9.4% +2.5%
October 24, 2024 +3.8% +0.2% +4.4% +21.0%
October 24, 2023 +11.3% −0.7% +14.5% +21.7%
June 29, 2023 +5.8% +1.6% +5.6% +11.9%
April 5, 2023 −5.9% +0.1% −7.0% −2.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Simply Good Foods Co’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Simply Good Foods Co in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Simply Good Foods Co
$1.2B $1.3B $1.4B $1.5B FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue (TTM), FY24 Q1: $1.3B Revenue (TTM), FY24 Q2: $1.3B Revenue (TTM), FY24 Q3: $1.3B Revenue (TTM), FY24 Q4: $1.3B Revenue (TTM), FY25 Q1: $1.4B Revenue (TTM), FY25 Q2: $1.4B Revenue (TTM), FY25 Q3: $1.5B Revenue (TTM), FY25 Q4: $1.5B Revenue (TTM), FY26 Q1: $1.4B Revenue (TTM), FY26 Q2: $1.4B Revenue (TTM), FY26 Q3: $1.4B Revenue (TTM), FY26 Q4: $1.4B $1.4B

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY24 Q1 $1.3B
FY24 Q2 $1.3B
FY24 Q3 $1.3B
FY24 Q4 $1.3B
FY25 Q1 $1.4B
FY25 Q2 $1.4B
FY25 Q3 $1.5B
FY25 Q4 $1.5B
FY26 Q1 $1.4B
FY26 Q2 $1.4B
FY26 Q3 $1.4B
FY26 Q4 $1.4B
Revenue growth, TTM YoY Simply Good Foods Co
-10% 0% 10% 20% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue growth, TTM YoY, FY24 Q1: 5.2% Revenue growth, TTM YoY, FY24 Q2: 6.6% Revenue growth, TTM YoY, FY24 Q3: 6.7% Revenue growth, TTM YoY, FY24 Q4: 7.1% Revenue growth, TTM YoY, FY25 Q1: 9.1% Revenue growth, TTM YoY, FY25 Q2: 11.5% Revenue growth, TTM YoY, FY25 Q3: 14.2% Revenue growth, TTM YoY, FY25 Q4: 9.0% Revenue growth, TTM YoY, FY26 Q1: 6.3% Revenue growth, TTM YoY, FY26 Q2: 0.3% Revenue growth, TTM YoY, FY26 Q3: -4.5% Revenue growth, TTM YoY, FY26 Q4: -6.5% -6.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q1 5.2%
FY24 Q2 6.6%
FY24 Q3 6.7%
FY24 Q4 7.1%
FY25 Q1 9.1%
FY25 Q2 11.5%
FY25 Q3 14.2%
FY25 Q4 9.0%
FY26 Q1 6.3%
FY26 Q2 0.3%
FY26 Q3 -4.5%
FY26 Q4 -6.5%
Operating margin (TTM) Simply Good Foods Co
-20% -10% 0% 10% 20% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Operating margin (TTM), FY24 Q1: 16.3% Operating margin (TTM), FY24 Q2: 16.6% Operating margin (TTM), FY24 Q3: 16.8% Operating margin (TTM), FY24 Q4: 15.5% Operating margin (TTM), FY25 Q1: 15.3% Operating margin (TTM), FY25 Q2: 15.3% Operating margin (TTM), FY25 Q3: 14.9% Operating margin (TTM), FY25 Q4: 10.8% Operating margin (TTM), FY26 Q1: 9.6% Operating margin (TTM), FY26 Q2: -9.1% Operating margin (TTM), FY26 Q3: -17.1% Operating margin (TTM), FY26 Q4: -13.2% -13.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q1 16.3%
FY24 Q2 16.6%
FY24 Q3 16.8%
FY24 Q4 15.5%
FY25 Q1 15.3%
FY25 Q2 15.3%
FY25 Q3 14.9%
FY25 Q4 10.8%
FY26 Q1 9.6%
FY26 Q2 -9.1%
FY26 Q3 -17.1%
FY26 Q4 -13.2%
FCF margin (TTM) Simply Good Foods Co
5% 10% 15% 20% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 FCF margin (TTM), FY24 Q1: 15.8% FCF margin (TTM), FY24 Q2: 15.8% FCF margin (TTM), FY24 Q3: 17.5% FCF margin (TTM), FY24 Q4: 15.7% FCF margin (TTM), FY25 Q1: 14.2% FCF margin (TTM), FY25 Q2: 12.6% FCF margin (TTM), FY25 Q3: 11.9% FCF margin (TTM), FY25 Q4: 10.7% FCF margin (TTM), FY26 Q1: 11.9% FCF margin (TTM), FY26 Q2: 10.2% FCF margin (TTM), FY26 Q3: 8.5% FCF margin (TTM), FY26 Q4: 11.6% 11.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q1 15.8%
FY24 Q2 15.8%
FY24 Q3 17.5%
FY24 Q4 15.7%
FY25 Q1 14.2%
FY25 Q2 12.6%
FY25 Q3 11.9%
FY25 Q4 10.7%
FY26 Q1 11.9%
FY26 Q2 10.2%
FY26 Q3 8.5%
FY26 Q4 11.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2018 Aug 2018 2019 Aug 2019 2020 Aug 2020 2021 Aug 2021 2022 Aug 2022 2023 Aug 2023 2024 Aug 2024 2025 Aug 2025 2026 Aug 2026
Income
Revenue 431 523 817 1,006 1,169 1,243 1,331 1,451 1,356
Gross profit 183 218 324 410 446 453 512 526 442
EBITDA 75 80 94 192 222 225 227 178 −155
Operating income 67 73 78 174 203 205 206 157 −180
Net income 37 −25 66 41 109 134 139 104 −156
Diluted EPS $0.51 −$0.31 $0.35 $0.42 $1.08 $1.32 $1.38 $1.02 −$1.69
Growth (year on year)
Revenue — +21.3% +56.0% +23.1% +16.2% +6.3% +7.1% +9.0% −6.5%
EBITDA — +7.0% +17.3% +103.6% +15.7% +1.4% +1.0% −21.6% −187.2%
Operating income — +7.9% +7.6% +122.0% +16.7% +1.1% +0.8% −24.0% −214.6%
Net income — −167.5% — −37.7% +165.6% +23.0% +4.3% −25.6% −250.5%
Diluted EPS — −160.8% — +20.0% +157.1% +22.2% +4.5% −26.1% −265.7%
Margins
Gross margin 42.4% 41.6% 39.7% 40.7% 38.1% 36.5% 38.4% 36.2% 32.6%
EBITDA margin 17.4% 15.3% 11.5% 19.1% 19.0% 18.1% 17.1% 12.3% −11.5%
Operating margin 15.6% 13.9% 9.6% 17.3% 17.3% 16.5% 15.5% 10.8% −13.2%
Net margin 8.7% −4.8% 8.0% 4.1% 9.3% 10.7% 10.5% 7.1% −11.5%
Free-cash-flow margin 13.7% 13.8% 7.0% 12.5% 9.0% 12.8% 15.8% 10.9% 11.6%
Cash flow
Cash from operations 61 73 59 132 111 171 216 178 181
Capital spending 2 1 2 6 5 12 6 21 24
Free cash flow 59 72 57 126 105 160 210 158 157
Stock-based pay 4 6 8 8 12 14 18 15 17
Free cash flow after stock pay 55 67 50 118 94 145 192 143 140
Balance sheet
Cash 112 266 96 75 67 88 133 98 138
Total debt 199 197 607 457 407 285 400 250 350
Net debt (negative = net cash) 87 −70 511 381 339 197 267 152 212
Diluted shares 73m 81m 98m 97m 101m 101m 101m 102m 92m
Returned to shareholders
Buybacks 0 2 0 0 60 16 0 51 213
Total returned 0 2 0 0 60 16 0 51 213

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

4 of 7 checks passed · August 29, 2026
What it owns · $2.0bn
Short-term assets $434mLonger-term assets $1.6bn
What it owes, and who funded it · $2.0bn
Short-term liabilities $78mLonger-term liabilities $507mShareholders' equity $1.5bn
  • Short-term assets cover short-term liabilities $434m of assets due within a year against $78m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $434m short-term assets against $507m of longer-dated liabilities.
  • More cash than debt $138m of cash against $347m of debt.
  • Debt below 40% of shareholders' equity Debt is 24% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 30% to 24% over five years.
  • A year's operating cash flow covers at least 20% of debt $181m of operating cash flow against $347m of debt.
  • Operating profit covers interest at least five times over Operating income of −$180m against $21m of interest.

From Simply Good Foods Co's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q4 TTM
Buybacks (TTM)
$213M
Returned to shareholders
136%
of free cash flow
Buybacks, last 3 fiscal years
$264M
Diluted share count
−9.0%
year over year
Total shareholder yield
19.4%
dividends 0.0% + buybacks 19.4% of market value
Days sales outstanding
37 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in packaged foods & meats
Last 12 months unless stated SMPL HAIN UTZ JJSF FRPT JBSS Median
Revenue, last 12 months $1.4bn $1.4bn $1.5bn $1.5bn $1.2bn $1.2bn $1.5bn
Revenue growth, last 12 months −6.5% −13.2% 2.0% −4.7% 12.8% 3.1% 2.1%
Revenue growth, 3-year average 3.0% −9.0% 0.5% 0.2% 20.8% 5.9% 1.5%
Revenue growth, latest quarter −9.7% −27.6% 1.4% −6.2% 15.5% −3.5% −1.8%
Gross margin 32.6% 20.1% 25.4% 31.3% 41.4% 17.7% 25.6%
Operating margin −13.2% −15.0% 0.7% 3.9% 8.1% 7.0% 3.1%
Operating margin, 3-year average 4.4% −15.2% 2.2% 6.2% 4.5% 7.5% 4.8%
Net margin −11.5% −22.5% −2.0% 3.2% 17.3% 4.8% 2.1%
Cash from operations / revenue 13.3% 5.8% 8.0% 10.9% 17.6% 8.8% 8.0%
Free-cash-flow margin 11.6% 4.3% 3.5% 6.0% 5.2% 2.6% 3.9%
Free-cash-flow margin, 3-year average 12.7% 2.9% 1.0% 5.7% −2.6% 2.2% 5.7%
Stock pay / revenue 1.3% 0.4% 1.2% 0.4% 1.2% 0.3% 0.6%
Change in share count −9.0% 0.7% 0.6% −2.0% 17.7% 0.6% 0.0%

Median of all 44 companies we cover in packaged foods & meats. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

44 packaged foods & meats companies
Measure Company Peer median Rank
Revenue growth Growth -6.5% 2.2% 38 of 44
Change in growth rate Growth -2.0pp -1.0pp 31 of 44
Gross margin Profitability 32.6% 25.6% 12 of 43
Operating margin Profitability -13.2% 3.4% 35 of 42
Net margin Profitability -11.5% 2.3% 34 of 44
Free-cash-flow margin Cash generation 11.6% 4.3% 5 of 43
Stock pay as % of revenue Cash generation 1.3% 0.6% 29 of 39
Long-term debt as % of assets Balance sheet 17.0% 18.5% 15 of 35
Change in share count Balance sheet -9.0% 0.1% 2 of 40
Days sales outstanding Balance sheet 37 days 33 days 25 of 35

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to August 29, 2026
Geography
Region Revenue Share YoY
North America $1.3B 97.8% ▼ 6.7%
International Excluding North America $30.3M 2.2% ▲ 2.8%

From Simply Good Foods Co's 10-K filed October 27, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$1.1B
Institutions reporting
298
Shares held vs prior quarter
▼ 4.0%
Positions opened / closed
74 / 50

Top buyers and sellers, Q2 2026: 171 institutions bought and 138 sold ; the biggest buyer was Goldman Sachs Group Inc (+1.5M shares) and the biggest seller FMR LLC (−2.2M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $181M 13.6M 15.8% ▲ 4.2%
Vanguard Portfolio Management LLC $73.1M 5.5M 6.4% ▼ 1.0%
Vanguard Capital Management LLC $49.1M 3.7M 4.3% ▼ 1.9%
State Street Corp $45.8M 3.5M 4.0% ▲ 2.5%
Norges Bank $40.1M 3.0M 3.5% —
Geode Capital Management, LLC $37.3M 2.8M 3.3% ▲ 27.5%
River Road Asset Management, LLC $34.2M 2.6M 3.0% ▼ 14.1%
Silvercrest Asset Management Group LLC $33.7M 2.5M 2.9% ▲ 12.5%
T. Rowe Price Investment Management, Inc. $33.6M 2.5M 2.9% ▲ 52.3%
Goldman Sachs Group Inc $32.1M 2.4M 2.8% ▲ 164.0%
Morgan Stanley $30.2M 2.3M 2.6% ▲ 45.8%
Brown Advisory Inc $28.2M 2.1M 2.5% ▲ 83.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Simply Good Foods Co's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $1.4M 4 trades by 4 insiders, last 12 months Insider sales History → $114,075 1 trade by 1 insider · 0% under pre-set plans
Net ▲ $1.3M net buying
Insider Date Trade Shares Price Value
Daley Clayton C Jr Director May 14, 2026 Buy 10,000 $11.78 $117,800
Kilts James M Director April 23, 2026 Buy 80,000 $12.39 $991,200
Clawson Michael L Chief Commercial Officer November 17, 2025 Buy 5,000 $20.00 $100,000
Matthews Timothy Allen VP, Controller and CAO November 11, 2025 Sell 5,859 $19.47 $114,075
Bealer Christopher J Chief Financial Officer November 6, 2025 Buy 9,946 $20.01 $199,019

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 4 trades and filings

In the last 12 months, 1 member of Congress disclosed 4 purchases and 0 sales of Simply Good Foods Co shares.

  • Tim Moore(R-NC 14):Purchase, $1,001 - $15,000, traded March 13, 2026, filed March 24, 2026
  • Tim Moore(R-NC 14):Purchase, $1,001 - $15,000, traded March 12, 2026, filed March 24, 2026
  • Tim Moore(R-NC 14):Purchase, $15,001 - $50,000, traded February 11, 2026, filed February 20, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 7, 2027 estimated from the company's past filing pattern, not announced

  • October 27, 2026
  • July 9, 2026
  • April 9, 2026
  • January 8, 2026
  • October 23, 2025
  • July 10, 2025

Recent SEC filings

Data status

When each part of this page on Simply Good Foods Co was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Simply Good Foods Co in brief

What does Simply Good Foods Co do?
Simply Good Foods Co is a US-listed company in the packaged foods & meats industry. Its financial year ends in August.
What is Simply Good Foods Co's stock ticker?
Simply Good Foods Co trades under the ticker SMPL on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Simply Good Foods Co's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Simply Good Foods Co reported revenue of $1.4B, 6.5% lower than a year earlier, according to its SEC filings.
What is Simply Good Foods Co's free cash flow?
Simply Good Foods Co's free-cash-flow margin is 11.6% of revenue over the trailing twelve months, ranking 5 of the 43 packaged foods & meats companies we cover.
What is Simply Good Foods Co's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Simply Good Foods Co's free cash flow after stock-based pay gives ~$26 per share in the base case, and ~$19–$36 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Simply Good Foods Co's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Simply Good Foods Co buying back stock, and does it pay a dividend?
Simply Good Foods Co spent $213M on share repurchases over the trailing twelve months, and its diluted share count fell 9.0% over the year.
What is Simply Good Foods Co's market cap?
On August 28, 2026, Simply Good Foods Co's market capitalisation was about $1B and net debt of $212M. Market figures come from third-party market data and may be delayed.
How much debt does Simply Good Foods Co have?
Simply Good Foods Co's debt-to-equity ratio is 23.9%, from its latest balance sheet (30.5% five years earlier). The financial health section below sets out its other solvency checks.
Who are Simply Good Foods Co's competitors?
In our Packaged Foods & Meats peer group, the companies closest to Simply Good Foods Co are Hain Celestial Group Inc, Utz Brands, Inc., J&J Snack Foods Corp, Freshpet, Inc. and Sanfilippo John B & SON Inc. The side-by-side comparison below sets their revenue, margins and growth against Simply Good Foods Co's.
Are insiders buying or selling Simply Good Foods Co stock?
Over the last 12 months, Simply Good Foods Co's directors and officers reported 4 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Simply Good Foods Co's next earnings date?
Around January 7, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Simply Good Foods Co announces its own schedule.