The Simply Good Foods Company (SMPL) Stock

The Simply Good Foods Company (SMPL) is a Consumer Staples stock trading at $10.88 (as of 2026-08-21), with a market capitalization of $984.07M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

The Simply Good Foods Company is a consumer packaged foods and beverages business that develops, markets, and sells snacks and meal replacement products across North America and internationally. It offers items such as protein bars, ready-to-drink shakes, sweet and salty snacks, cookies, pizza, protein chips, and licensed frozen meals under the Atkins, Atkins Endulge, and Quest brands, sold through retail and e-commerce channels.

Understand The Simply Good Foods Company: how it makes money

Simply Good Foods develops and sells branded snacks and meal replacement products, including protein bars, ready-to-drink shakes, sweet and salty snacks, cookies, pizza, protein chips, and licensed frozen meals (Atkins, Quest, and others), and earns revenue by distributing these products through retail channels such as mass merchandise, grocery and drug stores, club stores, convenience stores, and gas stations.

Because the company sells through retail distribution, branded demand signals show up quickly in retail takeaway and consumption trends, and those trends then drive revenue that ultimately determines whether operating losses can be reduced.

Revenue by segment (latest quarter)
Legacy$0.3B
OWYN$0.0B

Business quality (Weak): The dataset includes retail takeaway and brand consumption metrics, but the provided segment candidates appear limited (only Legacy and OWYN) relative to the headline net sales total, so revenue completeness by segment cannot be fully validated from the supplied facts.

Bull case

  • Retail Takeaway: 8.0 percent, indicating net retail momentum overall in the measured metric set: If distribution and shelf performance hold up, the company can translate brand demand into sales without relying solely on promotions or mix shifts.
  • Quest Retail Takeaway: 13.0 percent: Stronger takeaway in at least one major brand can help offset softness elsewhere in the portfolio.

Bear case

  • Atkins shows negative takeaway and consumption signals, including Retail Takeaway Decline - Atkins (19.3 percent) and Atkins Consumption Decline (19.0 percent): If Atkins demand continues to weaken, revenue pressure can persist because sales are linked to retail shelf performance.
  • Operating margin is -65.4 percent for the latest period: Sustained losses increase sensitivity to demand swings and make cost control a central challenge.
Valuation — source: SEC EDGAR (first-party)
Price$10.88
Market Cap$984.07M
Price / Book0.69
Price / Sales0.73
FCF Yield24.5%
DCF Value (model)$14.59
DCF Upside vs Price34.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.45B
Net Margin7.1%
Revenue Growth (YoY)-6.3%
EPS Growth (YoY)-241.5%
FCF Growth (YoY)-29.5%
Financial Health — source: SEC EDGAR
Altman Z-Score2.44 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Consumer Staples)26.7
Industry P/E (Food Products)26.1
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($213.48M)
Institutional Holders Tracked10
Congressional Trades (recent)4
Company
SectorConsumer Staples
IndustryFood Products
CEOJoseph E. Scalzo
Employees316
CountryUS
IPO Date2017-07-10

Related Companies (Business model: Branded Consumer (CPG, Staples, Beauty, Alcohol, Pet, Nicotine); 8 closest by market cap; US-domiciled)

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SMPL earnings history · SMPL institutional & insider holders · SMPL KPIs & operating metrics · SMPL financials · SMPL investor presentations & press releases · SMPL SEC filings · SMPL peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.