The Simply Good Foods Company
SMPL
NASDAQ·Consumer Defensive·Packaged Foods·Mkt cap $1.0B
$11.45
▼ -0.35%
P/E
-5.28
Mkt Cap
$1.0B
52-Wk Range
$9.88–$28.95
52-Week Range
$9.88 - $28.95
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 59.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Strong brand portfolio with Atkins and Quest commanding significant market share in low-carb and protein categories
- Diversified distribution network spanning retail channels, convenience stores, and direct e-commerce platforms
- Product innovation capability focused on nutritional formulation and consumer health trends
- Established supply chain and manufacturing expertise in packaged foods
- Premium pricing power in better-for-you snacking category with higher margins than conventional snacks
Bear Case
1 risk
- Low volatility (beta 0.2).
Growth
Turning profitable
Rising consumer demand for high-protein, low-carb snacking and meal replacement products
Value
Deep value opportunity - significant discount to Food & Beverage peers
Momentum
Stable
-4.1% over 3m
Quality
Stable
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying SMPL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 22, 2026
JUL 9, 2026
Reported EPS of $0.42 vs $0.35 consensus (+20.0% surprise). Revenue of $357.0M vs $333.0M expected (+7.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+20.0%
Revenue trend · last 8Q
—
—
+15%
+14%
-2%
-0%
-9%
-6%
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
$375.7M
$341.3M
$359.7M
$381.0M
$369.0M
$340.2M
$326.0M
$357.0M
Margins · last 8Q
Gross
32.5%
Operating
-14.0%
Profit
-14.6%
Wall Street consensus
9 analysts · 22% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
22%
Hold
78%
Sell
0%
Median Price Target
—
Latest: TD Cowen · Aug 26, 2026
vs Industry
How SMPL stacks vs Packaged Foods
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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