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Simply Good Foods (SMPL)

Market Price (5/27/2026): $11.5 | Market Cap: $1.1 Bil
Sector: Consumer Staples | Industry: Packaged Foods & Meats

Simply Good Foods (SMPL)

Market Price (5/27/2026): $11.5
Market Cap: $1.1 Bil
Sector: Consumer Staples
Industry: Packaged Foods & Meats

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -46%

Attractive yield
FCF Yield is 14%

Low stock price volatility
Vol 12M is 44%

Megatrend and thematic drivers
Megatrends include Health & Wellness Trends. Themes include Functional Foods & Beverages, and Nutritional Supplements.

Weak multi-year price returns
2Y Excs Rtn is -111%, 3Y Excs Rtn is -149%

Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -9.4%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -14%

Key risks
SMPL key risks include [1] the substantial performance decline and financial impairment of its Atkins brand and [2] the threat from GLP-1 weight-loss drugs altering consumer demand for nutritional snacks.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -46%
2 Attractive yield
FCF Yield is 14%
3 Low stock price volatility
Vol 12M is 44%
4 Megatrend and thematic drivers
Megatrends include Health & Wellness Trends. Themes include Functional Foods & Beverages, and Nutritional Supplements.
5 Weak multi-year price returns
2Y Excs Rtn is -111%, 3Y Excs Rtn is -149%
6 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -9.4%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -14%
8 Key risks
SMPL key risks include [1] the substantial performance decline and financial impairment of its Atkins brand and [2] the threat from GLP-1 weight-loss drugs altering consumer demand for nutritional snacks.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Simply Good Foods (SMPL) stock has lost about 40% since 1/31/2026 because of the following key factors:

1. Deteriorating Financial Performance and Significantly Lowered Fiscal Year 2026 Outlook. The Simply Good Foods Company reported a substantial decline in its fiscal second-quarter 2026 results (ended February 28, 2026). Net sales decreased 9.4% year-over-year to $326.0 million, missing Wall Street expectations. The company recorded a net loss of $159.7 million compared to a net income of $36.7 million in the prior year period. Adjusted EBITDA also fell 18.4% to $55.5 million. Management subsequently updated its full-year 2026 outlook, projecting net sales to decline between 7% and 10% (a significant revision from the previous range of -2% to +2%) and adjusted EBITDA to decrease between 19% and 22%.

2. Substantial Impairment Charge and Underperformance of Key Brands. During the second quarter of fiscal year 2026, Simply Good Foods recognized a $249.0 million non-cash impairment charge related to the intangible assets of its Atkins and OWYN brands. This impairment reflected a challenging fiscal year and revised future revenue projections for these segments. The overall decline in net sales was primarily driven by significant decreases in the performance of these brands, with Atkins sales falling 26.6% and OWYN sales declining 16.8% compared to the prior year. OWYN's struggles were specifically attributed to a product quality issue affecting taste and texture, coupled with poor marketing execution during its critical expansion window.

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Stock Movement Drivers

Fundamental Drivers

The -39.3% change in SMPL stock from 1/31/2026 to 5/26/2026 was primarily driven by a -41.9% change in the company's P/S Multiple.
(LTM values as of)13120265262026Change
Stock Price ($)18.7711.40-39.3%
Change Contribution By: 
Total Revenues ($ Mil)1,4501,416-2.3%
P/S Multiple1.30.7-41.9%
Shares Outstanding (Mil)99926.9%
Cumulative Contribution-39.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/26/2026
ReturnCorrelation
SMPL-39.3% 
Market (SPY)8.8%12.0%
Sector (XLP)0.7%11.9%

Fundamental Drivers

The -41.7% change in SMPL stock from 10/31/2025 to 5/26/2026 was primarily driven by a -45.1% change in the company's P/S Multiple.
(LTM values as of)103120255262026Change
Stock Price ($)19.5711.40-41.7%
Change Contribution By: 
Total Revenues ($ Mil)1,4511,416-2.4%
P/S Multiple1.40.7-45.1%
Shares Outstanding (Mil)100928.7%
Cumulative Contribution-41.7%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/26/2026
ReturnCorrelation
SMPL-41.7% 
Market (SPY)10.7%2.4%
Sector (XLP)11.1%16.5%

Fundamental Drivers

The -68.4% change in SMPL stock from 4/30/2025 to 5/26/2026 was primarily driven by a -71.2% change in the company's P/S Multiple.
(LTM values as of)43020255262026Change
Stock Price ($)36.1111.40-68.4%
Change Contribution By: 
Total Revenues ($ Mil)1,4111,4160.3%
P/S Multiple2.60.7-71.2%
Shares Outstanding (Mil)101929.4%
Cumulative Contribution-68.4%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/26/2026
ReturnCorrelation
SMPL-68.4% 
Market (SPY)36.9%10.2%
Sector (XLP)5.0%24.2%

Fundamental Drivers

The -68.7% change in SMPL stock from 4/30/2023 to 5/26/2026 was primarily driven by a -75.6% change in the company's P/S Multiple.
(LTM values as of)43020235262026Change
Stock Price ($)36.3711.40-68.7%
Change Contribution By: 
Total Revenues ($ Mil)1,1881,41619.2%
P/S Multiple3.00.7-75.6%
Shares Outstanding (Mil)99927.7%
Cumulative Contribution-68.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/26/2026
ReturnCorrelation
SMPL-68.7% 
Market (SPY)87.5%19.4%
Sector (XLP)17.2%34.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SMPL Return33%-9%4%-2%-48%-41%-62%
Peers Return18%10%21%7%-15%-8%31%
S&P 500 Return27%-19%24%23%16%9%99%

Monthly Win Rates [3]
SMPL Win Rate58%42%58%33%25%0% 
Peers Win Rate57%50%52%45%42%56% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
SMPL Max Drawdown-17%-34%-19%-27%-53%-51% 
Peers Max Drawdown-16%-17%-20%-17%-29%-27% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: BRBR, POST, HSY, MDLZ, PEP.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/26/2026 (YTD)

How Low Can It Go

EventSMPLS&P 500
2024 Yen Carry Trade Unwind
  % Loss-11.5%-7.8%
  % Gain to Breakeven13.0%8.5%
  Time to Breakeven92 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-17.0%-9.5%
  % Gain to Breakeven20.5%10.5%
  Time to Breakeven33 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-30.1%-24.5%
  % Gain to Breakeven43.1%32.4%
  Time to Breakeven475 days427 days
2020 COVID-19 Crash
  % Loss-40.0%-33.7%
  % Gain to Breakeven66.8%50.9%
  Time to Breakeven134 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-11.2%-19.2%
  % Gain to Breakeven12.6%23.8%
  Time to Breakeven10 days105 days

Compare to BRBR, POST, HSY, MDLZ, PEP

In The Past

Simply Good Foods's stock fell -11.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 13.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventSMPLS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-30.1%-24.5%
  % Gain to Breakeven43.1%32.4%
  Time to Breakeven475 days427 days
2020 COVID-19 Crash
  % Loss-40.0%-33.7%
  % Gain to Breakeven66.8%50.9%
  Time to Breakeven134 days140 days

Compare to BRBR, POST, HSY, MDLZ, PEP

In The Past

Simply Good Foods's stock fell -11.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 13.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Simply Good Foods (SMPL)

The Simply Good Foods Company operates as a consumer packaged food and beverage company in North America and internationally. The company develops, markets, and sells snacks and meal replacements. It offers protein bars, ready-to-drink shakes, sweet and salty snacks, cookies, pizza, protein chips, recipes, and confectionery products, as well as licensed frozen meals under the Atkins, Atkins Endulge, and Quest brand names. The company distributes its products to various retail channels, such as mass merchandise, grocery and drug channels, club stores, convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including atkins.com, questnutrition.com, and amazon.com. The Simply Good Foods Company is headquartered in Denver, Colorado.

AI Analysis | Feedback

Here are a few analogies for Simply Good Foods (SMPL):

  • It's like the PepsiCo for protein snacks and meal replacements.
  • It's like the General Mills for 'better-for-you' convenience foods.

AI Analysis | Feedback

  • Protein bars: Snack or meal replacement bars designed for high protein content.
  • Ready-to-drink shakes: Convenient, pre-mixed beverages offering quick protein and meal replacement options.
  • Sweet and salty snacks: A diverse range of snack items catering to various taste preferences.
  • Cookies: Baked goods often formulated with specific nutritional profiles.
  • Pizza: A savory meal option, likely offered as a frozen meal.
  • Protein chips: Crispy snacks fortified with additional protein.
  • Confectionery products: Sweet treats and candies.
  • Licensed frozen meals: Pre-prepared meals available in the freezer aisle, often under the Atkins brand.

AI Analysis | Feedback

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The Simply Good Foods Company (SMPL) sells its products primarily to other companies, which are retailers and e-commerce platforms, rather than directly to individuals, although it does operate its own e-commerce channels. Its major customers are the large retail chains that distribute its products to end consumers.

Based on the description of its distribution channels, which include mass merchandise, grocery and drug channels, club stores, convenience stores, gas stations, and e-commerce channels, its major customers likely include:

  • Walmart Inc. (WMT)
  • The Kroger Co. (KR)
  • Costco Wholesale Corporation (COST)
  • Target Corporation (TGT)
  • Amazon.com, Inc. (AMZN)
  • Walgreens Boots Alliance, Inc. (WBA)
```

AI Analysis | Feedback

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AI Analysis | Feedback

Joseph E. Scalzo

President and CEO and Director

Joseph E. Scalzo was reappointed President and CEO of Simply Good Foods in January 2026, having previously held the role until July 2023 and serving as Executive Vice Chairman until August 2024. During his previous decade-long tenure at Simply Good Foods and its predecessor, Atkins Nutritionals, Inc., he oversaw the company's public market debut in 2017 and led the acquisition and integration of Quest Nutrition. Scalzo was a partner at Centerview Capital Consumer from October 2024 until his return to Simply Good Foods. He is recognized as a "key architect" in the company's development.

Chris Bealer

Chief Financial Officer

Chris Bealer was appointed Chief Financial Officer of Simply Good Foods effective July 3, 2025, after joining the company as Senior Vice President of Finance on April 1, 2025. He has nearly 23 years of experience in consumer packaged goods and consumer durables, including leadership positions at Reckitt Benckiser Group PLC and Whirlpool Corporation. His earlier career included finance roles at Big Heart Pet Brands, Del Monte Foods, and H.J. Heinz Company.

Amy Held

Chief Human Resources Officer

Amy Held serves as the Chief Human Resources Officer at Simply Good Foods.

Timothy Kraft

Chief Legal and Corporate Development Officer

Timothy Kraft holds the position of Chief Legal and Corporate Development Officer at Simply Good Foods.

Mike Clawson

Chief Commercial Officer and General Manager Quest

Mike Clawson is the Chief Commercial Officer and General Manager for the Quest brand at Simply Good Foods.

AI Analysis | Feedback

Key Risks for Simply Good Foods (SMPL)

  1. Shifting Consumer Dietary Preferences and Health Trends: Simply Good Foods' core brands, Atkins and Quest, are deeply tied to specific dietary philosophies such as low-carbohydrate and high-protein. A significant change in prevailing consumer health trends or dietary preferences away from these nutritional approaches could reduce demand for their primary product offerings.
  2. Intense Competition and Retailer Dynamics: The snack and meal replacement markets are highly competitive and fragmented, with numerous established food companies, emerging brands, and increasing prevalence of private-label alternatives from retailers. This competitive environment can lead to pricing pressure, increased marketing expenses, and challenges in maintaining or expanding shelf space and market share.
  3. Supply Chain Volatility and Ingredient Cost Inflation: As a consumer packaged food company, Simply Good Foods is susceptible to fluctuations in the cost and availability of key raw materials, including various protein sources, sweeteners, and packaging. Global supply chain disruptions, commodity price volatility, and inflationary pressures can impact production costs, profitability, and potentially necessitate price adjustments that could affect consumer demand.

AI Analysis | Feedback

The emergence and rapid adoption of GLP-1 receptor agonists (e.g., Ozempic, Wegovy, Zepbound) represent a clear emerging threat. These medications fundamentally alter appetite and metabolic function, potentially reducing demand for high-protein, low-carbohydrate snacks and meal replacements that are core to Simply Good Foods' brands like Atkins and Quest, which are often utilized for weight management and satiety.

AI Analysis | Feedback

The addressable markets for Simply Good Foods' main products and services in North America are substantial, reflecting growing consumer interest in health and wellness, convenient nutrition, and specialized dietary options.

  • Protein Bars: The North American protein bar market was valued at approximately USD 6.29 billion in 2024 and is projected to reach around USD 12.66 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 8.10% from 2025 to 2033. Another estimate places the North American protein bar market at USD 7.95 billion in 2026, projected to reach USD 12.73 billion by 2031, with a CAGR of 9.87%.
  • Ready-to-Drink (RTD) Protein Shakes: The global Ready-to-Drink Shakes Market was estimated at USD 12.36 billion in 2025 and is expected to reach USD 17.87 billion by 2030, at a CAGR of 7.65% during this period. North America commands a significant share of this market, accounting for 36.11% in 2024. This implies a North American market size of approximately USD 4.46 billion in 2025.
  • Healthy Snacks (including sweet and salty snacks, cookies, protein chips, confectionery products): The North American healthy snacks market generated a revenue of approximately USD 41.73 billion (USD 41,725.5 million) in 2025 and is expected to reach approximately USD 69.36 billion (US$ 69357.0 million) by 2033, demonstrating a CAGR of 6.6% from 2026 to 2033. The U.S. healthy snacks market alone is projected to reach USD 37.9 billion in 2024.
  • Low-Carb Food Products (Atkins, low-carb pizza, frozen meals): The low-carb diet market in North America accounts for approximately USD 5.3 billion in revenue. The global low-carb food market was valued at USD 16 billion in 2025 and is projected to expand to USD 30 billion by 2033, with a CAGR of 9.0%. North America accounts for a significant portion of global sales in the low-fat and low-carb foods market, estimated at approximately 40%.

AI Analysis | Feedback

Here are the expected drivers of future revenue growth for The Simply Good Foods Company (SMPL) over the next 2-3 years:
  • Strong Performance and Growth of the Quest Brand: The Quest brand is a significant driver of revenue growth, with analysts projecting double-digit growth. This growth is anticipated to be fueled by ongoing innovation and strong performance, particularly within its salty snacks business.
  • Contribution from the OWYN Acquisition: The acquisition of OWYN is expected to continue significantly boosting revenue and profitability. Growth is projected through expanding distribution, increasing household penetration, and enhancing brand awareness, which are currently seen as below those of its peers.
  • Innovation and New Product Launches: Simply Good Foods plans to drive growth by introducing new and delicious innovations, particularly within its Quest and OWYN brands. Recent successful launches include the Quest milkshake and new Hero Crispy and Overload bars, which are building distribution and positive consumer feedback.
  • Expansion of Distribution and Increased Household Penetration: The company is focused on adding new distribution points ("adding new doors") and driving greater brand awareness and household penetration for its growth brands, Quest and OWYN. Efforts for OWYN specifically aim to broaden its physical availability and consumer reach.
  • Leveraging Industry Tailwinds in Health and Wellness: Simply Good Foods is well-positioned to capitalize on several favorable industry trends. These include the robust growth of the healthy snacks market and the increasing mainstream consumer demand for high-protein, low-sugar, and low-carb food and beverage options.

AI Analysis | Feedback

Share Repurchases

  • In October 2025, the Board of Directors approved an additional $150 million for its stock repurchase program, increasing the total allocation to $171 million.
  • The company repurchased 5 million shares for $100 million in Q1 fiscal year 2026 (ended November 29, 2025).
  • In January 2026, the Board authorized a $200 million increase to the existing share repurchase program.

Share Issuance

  • No significant public share issuances for capital raising were identified within the last 3-5 years.

Outbound Investments

  • In 2019, The Simply Good Foods Company acquired Quest Nutrition for $1 billion.
  • In 2024, the company acquired OWYN (Only What You Need) for $280 million.

Capital Expenditures

  • Capital expenditures in the first quarter of fiscal year 2026 totaled $2.1 million.
  • In the last 12 months, capital expenditures amounted to $22.33 million.
  • For fiscal year 2026, projected capital expenditures are $13 million, with a primary focus on expanding product offerings and enhancing nutritional value.

Better Bets vs. Simply Good Foods (SMPL)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Simply Good Foods Stock Dips 18% In One Day, Should You Buy The Stock?04/10/2026
2Is 15.9% Fall In Simply Good Foods (SMPL) Stock A Buying Opportunity?04/01/2026
3SMPL: Strong Cash Flow Poised for a Re-Rating?11/13/2025
4Cash Rich, Low Price - SMPL to Break Out?11/05/2025
5How Low Can Simply Good Foods Stock Really Go?10/17/2025
6How Does Simply Good Foods Stock Stack Up Against Its Peers?08/13/2025
7Better Bet Than SMPL Stock: Pay Less Than Simply Good Foods To Get More From OKE, IBKR 08/12/2025
8Better Bet Than SMPL Stock: Pay Less Than Simply Good Foods To Get More From BRBR, CALM 08/12/2025
9Why Simply Good Foods Stock Moved: SMPL Stock Has Lost 53% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)08/08/2025
10ARTICLES 
11Time To Buy The Dip In Simply Good Foods Stock?05/27/2026
12Stocks Trading At 52-Week Low12/04/2025
13Simply Good Foods Stock: Strong Cash Flow Poised for a Re-Rating?11/13/2025
14Cash Rich, Low Price – Simply Good Foods Stock to Break Out?11/05/2025
Title
0DASHBOARDS
1Simply Good Foods Stock Dips 18% In One Day, Should You Buy The Stock?
2Is 15.9% Fall In Simply Good Foods (SMPL) Stock A Buying Opportunity?
3SMPL: Strong Cash Flow Poised for a Re-Rating?
4Cash Rich, Low Price - SMPL to Break Out?
5How Low Can Simply Good Foods Stock Really Go?
6How Does Simply Good Foods Stock Stack Up Against Its Peers?
7Better Bet Than SMPL Stock: Pay Less Than Simply Good Foods To Get More From OKE, IBKR 
8Better Bet Than SMPL Stock: Pay Less Than Simply Good Foods To Get More From BRBR, CALM 
9Why Simply Good Foods Stock Moved: SMPL Stock Has Lost 53% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)
10ARTICLES
11Time To Buy The Dip In Simply Good Foods Stock?
12Stocks Trading At 52-Week Low
13Simply Good Foods Stock: Strong Cash Flow Poised for a Re-Rating?
14Cash Rich, Low Price – Simply Good Foods Stock to Break Out?

Trade Ideas

Select ideas related to SMPL.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ELF_4102026_Dip_Buyer_FCFYield04102026ELFe.l.f. BeautyDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-1.8%-1.8%-6.2%
IPAR_4022026_Dip_Buyer_ValueBuy04022026IPARInterparfumsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		0.7%0.7%-0.3%
COKE_4022026_Quality_Momentum_RoomToRun_10%04022026COKECoca-Cola ConsolidatedQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		5.5%5.5%-5.2%
MZTI_3272026_Dip_Buyer_FCFYield03272026MZTIMarzettiDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-5.0%-5.0%-8.6%
TAP_3272026_Dip_Buyer_FCFYield03272026TAPMolson Coors BeverageDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-1.5%-1.5%-2.3%
SMPL_3132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG03132026SMPLSimply Good FoodsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap		-7.2%-7.2%-27.6%
SMPL_9122025_Dip_Buyer_FCFYield09122025SMPLSimply Good FoodsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-46.9%-50.7%-61.5%

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Peer Comparisons

Peers to compare with:

Financials

SMPLBRBRPOSTHSYMDLZPEPMedian
NameSimply G.BellRing.Post Hershey Mondelez.PepsiCo  
Mkt Price11.408.6095.87191.1261.24145.6878.56
Mkt Cap1.11.04.638.878.6199.121.7
Rev LTM1,4162,3328,44911,99139,30495,44910,220
Op Inc LTM1822928831,7233,79814,1211,303
FCF LTM1451865171,8522,5758,8421,185
FCF 3Y Avg1742095481,6673,2057,7841,107
CFO LTM1731951,0052,3493,88913,1011,677
CFO 3Y Avg1902149872,2824,49412,8231,634

Growth & Margins

SMPLBRBRPOSTHSYMDLZPEPMedian
NameSimply G.BellRing.Post Hershey Mondelez.PepsiCo  
Rev Chg LTM0.3%6.4%7.2%11.5%7.8%4.3%6.8%
Rev Chg 3Y Avg6.1%16.1%10.7%4.0%6.2%2.8%6.2%
Rev Chg Q-9.4%1.8%4.7%10.6%8.2%8.5%6.4%
QoQ Delta Rev Chg LTM-2.3%0.5%1.1%2.6%2.0%1.6%1.4%
Op Inc Chg LTM-21.4%-32.8%11.7%-23.6%-16.9%10.4%-19.2%
Op Inc Chg 3Y Avg-1.0%8.4%20.0%-7.7%5.7%6.3%6.0%
Op Mgn LTM12.8%12.5%10.5%14.4%9.7%14.8%12.7%
Op Mgn 3Y Avg15.3%16.5%10.1%20.0%13.7%14.3%14.8%
QoQ Delta Op Mgn LTM-1.0%-1.3%0.2%1.9%0.3%0.4%0.3%
CFO/Rev LTM12.2%8.4%11.9%19.6%9.9%13.7%12.1%
CFO/Rev 3Y Avg14.0%10.4%12.3%20.1%12.1%13.8%13.0%
FCF/Rev LTM10.2%8.0%6.1%15.4%6.6%9.3%8.6%
FCF/Rev 3Y Avg12.9%10.2%6.8%14.7%8.6%8.4%9.4%

Valuation

SMPLBRBRPOSTHSYMDLZPEPMedian
NameSimply G.BellRing.Post Hershey Mondelez.PepsiCo  
Mkt Cap1.11.04.638.878.6199.121.7
P/S0.70.40.53.22.02.11.4
P/Op Inc5.83.55.222.520.714.19.9
P/EBIT-8.43.55.422.720.416.611.0
P/E-10.06.413.635.530.122.818.2
P/CFO6.15.24.616.520.215.210.6
Total Yield-10.0%15.7%7.4%5.7%6.5%8.3%6.9%
Dividend Yield0.0%0.0%0.0%2.8%3.2%3.9%1.4%
FCF Yield 3Y Avg7.3%5.1%9.4%4.3%3.7%3.6%4.7%
D/E0.41.21.70.10.30.30.3
Net D/E0.31.11.60.10.30.20.3

Returns

SMPLBRBRPOSTHSYMDLZPEPMedian
NameSimply G.BellRing.Post Hershey Mondelez.PepsiCo  
1M Rtn-14.7%-46.9%-7.5%0.6%6.3%-6.3%-6.9%
3M Rtn-34.1%-53.1%-9.4%-16.3%1.0%-13.3%-14.8%
6M Rtn-42.8%-71.7%-5.1%3.8%10.3%1.6%-1.8%
12M Rtn-66.9%-86.1%-11.2%26.7%-4.3%17.1%-7.8%
3Y Rtn-68.6%-76.7%12.2%-19.6%-11.4%-12.2%-15.9%
1M Excs Rtn-19.6%-51.9%-12.4%-4.4%1.4%-11.2%-11.8%
3M Excs Rtn-43.3%-62.2%-18.6%-25.5%-8.1%-22.4%-24.0%
6M Excs Rtn-58.3%-86.1%-25.5%-8.9%-3.2%-13.4%-19.4%
12M Excs Rtn-95.5%-114.5%-39.9%-0.8%-32.1%-12.3%-36.0%
3Y Excs Rtn-149.5%-155.3%-68.9%-101.5%-92.9%-95.0%-98.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment1,3311,2431,1691,006817
Total1,3311,2431,1691,006817


Net Income by Segment
$ Mil20252024202320222021
Single Segment139    
Total139    


Price Behavior

Price Behavior
Market Price$11.40 
Market Cap ($ Bil)1.1 
First Trading Date09/10/2014 
Distance from 52W High-67.3% 
   50 Days200 Days
DMA Price$12.90$19.41
DMA Trenddowndown
Distance from DMA-11.6%-41.3%
 3M1YR
Volatility60.6%43.7%
Downside Capture144.0186.02
Upside Capture-57.55-70.26
Correlation (SPY)11.7%7.6%
SMPL Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta0.480.720.610.190.400.45
Up Beta0.250.580.700.410.650.69
Down Beta-8.560.451.070.600.720.37
Up Capture-6%-3%-31%-39%-26%2%
Bmk +ve Days15223166141428
Stock +ve Days10182860116360
Down Capture599%166%128%48%92%80%
Bmk -ve Days4183056108321
Stock -ve Days12243563131385

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with SMPL
SMPL-66.5%43.7%-2.37-
Sector ETF (XLP)5.7%12.5%0.1723.0%
Equity (SPY)30.3%12.0%1.917.7%
Gold (GLD)36.8%26.8%1.14-6.7%
Commodities (DBC)41.2%18.7%1.71-13.3%
Real Estate (VNQ)16.3%13.1%0.8918.3%
Bitcoin (BTCUSD)-32.5%41.9%-0.83-1.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with SMPL
SMPL-19.3%33.7%-0.57-
Sector ETF (XLP)6.2%13.2%0.2539.7%
Equity (SPY)14.3%17.0%0.6634.7%
Gold (GLD)18.8%18.0%0.851.8%
Commodities (DBC)10.1%19.4%0.414.8%
Real Estate (VNQ)3.9%18.8%0.1134.6%
Bitcoin (BTCUSD)12.0%55.3%0.4211.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with SMPL
SMPL-0.4%36.7%0.10-
Sector ETF (XLP)7.4%14.7%0.3741.6%
Equity (SPY)15.6%17.9%0.7540.5%
Gold (GLD)13.0%16.0%0.670.1%
Commodities (DBC)7.5%17.9%0.3412.6%
Real Estate (VNQ)5.4%20.7%0.2336.1%
Bitcoin (BTCUSD)66.8%66.9%1.068.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity5.0 Mil
Short Interest: % Change Since 415202620.0%
Average Daily Volume3.0 Mil
Days-to-Cover Short Interest1.7 days
Basic Shares Quantity92.3 Mil
Short % of Basic Shares5.4%

Returns Analyses

SEC Filings

Expand for More
Report DateFiling DateFiling
02/28/202604/09/202610-Q
11/30/202501/08/202610-Q
08/31/202510/28/202510-K
05/31/202507/10/202510-Q
02/28/202504/09/202510-Q
11/30/202401/08/202510-Q
08/31/202410/29/202410-K
05/31/202406/27/202410-Q
02/29/202404/04/202410-Q
11/30/202301/04/202410-Q
08/31/202310/24/202310-K
05/31/202306/29/202310-Q
02/28/202304/05/202310-Q
11/30/202201/05/202310-Q
08/31/202210/21/202210-K
05/31/202206/30/202210-Q

Recent Forward Guidance [BETA]

Latest: Q2 2026 Earnings Reported 4/9/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Revenue329.00 Mil333.50 Mil338.00 Mil  Higher New
Q3 2026 Adjusted EBITDA46.00 Mil48.00 Mil50.00 Mil  Higher New
2026 Revenue1.31 Bil1.33 Bil1.35 Bil  Higher New
2026 Revenue Growth-10.0%-8.5%-7.0%-100.0%-8.5%LoweredGuidance: 0.0% for 2026
2026 Gross Margin Change-3.5%-3.25%-3.0%160.0%-2.0%LoweredGuidance: -1.25% for 2026
2026 Adjusted EBITDA217.00 Mil221.00 Mil225.00 Mil  Higher New
2026 Adjusted EBITDA Growth-22.0%-20.5%-19.0%1266.7%-19.0%LoweredGuidance: -1.5% for 2026

Prior: Q1 2026 Earnings Reported 1/8/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Net Sales Growth-2.0%0.0%2.0%0.0%0.0%AffirmedGuidance: 0.0% for 2026
2026 Gross Margin Decline-1.5%-1.25%-1.0%0.0%0.0%AffirmedGuidance: -1.25% for 2026
2026 Adjusted EBITDA Growth-4.0%-1.5%1.0%0.0%0.0%AffirmedGuidance: -1.5% for 2026
2026 Net Interest Expense19.00 Mil20.00 Mil21.00 Mil  Higher New
2026 Weighted Average Diluted Share Count 96.00 Mil   Higher New
2026 Effective Tax Rate 25.0%   Higher New

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Daley, Clayton C JR DirectBuy518202611.7810,000117,7821,316,131Form
2Kilts, James M DirectBuy424202612.3980,000991,4802,142,266Form
3Clawson, Michael LChief Commercial OfficerDirectBuy1119202520.005,000100,000752,400Form
4Matthews, Timothy AllenVP, Controller and CAODirectSell1112202519.475,859114,053351,659Form
5Bealer, Christopher JChief Financial OfficerDirectBuy1110202520.019,946199,019659,650Form

Industry Resources

Packaged Foods & Meats Resources
USDA Data

External Quote Links


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