Stock Fundamentals

Company Information

Company Name
Simply Good Foods Co
Sector
Consumer Defensive
Industry
Packaged Foods
Exchange
NASDAQ
ISIN: US82900L1026
CIK: 0001702744
CUSIP: 82900L102
Currency: USD
Full Time Employees: 328
Phone: 303 633 2840
Fiscal Year End: August
IPO Date: Jul 15, 2016
Description:

The Simply Good Foods Company, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names. It also provides confectionery products, such as peanut butter cups, brownies, caramel candy bites, chocolatey coated peanut candies, and caramel candy bars. In addition, the company licenses certain products that contain its brands and logos; and distributes its products to various retail channels, such as mass merchandise, grocery and drug stores, club and convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including questnutrition.com, atkins.com, liveowyn.com, amazon.com and others. The company was incorporated in 2017 and is headquartered in Denver, Colorado.

Address:

1225 17th Street, Denver, CO, United States, 80202

Directors & Officers

Name Title Year Born
Mr. James Marshall Kilts Independent Chairman of the Board 1948
Mr. Joseph E. Scalzo President, CEO & Director 1959
Mr. Christopher James Bealer CFO & Principal Accounting Officer 1976
Mr. Timothy Richard Kraft J.D. Chief Administrative Officer and Chief Legal & Corporate Development Officer 1980
Mr. Ryan A. Thomas Senior Vice President of Atkins & OWYN Marketing 1979
Ms. Kathy Kelley SVP of Operations NA
Mr. Matthew D. Siler Vice President, Investor Relations and Treasury NA
Mr. Stamati Arakas Senior Vice President of Strategic & Global Sales NA
Mr. Jeremy Ivie Chief Product Technology Officer NA
Mr. Mike Clawson Chief Commercial Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 23, 2026 James M Kilts N/A Purchase 80.00K $12.39 $991.20K
Mar 13, 2026 Tim Moore N/A Purchase N/A $14.41 N/A
Feb 11, 2026 Tim Moore N/A Purchase N/A $16.42 N/A
Feb 03, 2026 Tim Moore N/A Purchase N/A $17.08 N/A
Nov 17, 2025 Michael L Clawson N/A Purchase 5.00K $20.00 $100.00K
Nov 11, 2025 Timothy Allen Matthews N/A Sale 5.86K $19.47 $114.07K
Nov 06, 2025 Christopher J Bealer N/A Purchase 9.95K $20.01 $199.02K
Jul 23, 2025 Geoff E Tanner N/A Purchase 6.05K $33.11 $200.32K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 13.08M Mar 31, 2026 14.45% $0.00 -5.35%
Vanguard Group Inc 10.63M Dec 31, 2025 11.75% $0.00 2.40%
BTIM Corp 3.64M Mar 31, 2026 4.02% $0.43 9.99%
State Street Corp 3.37M Mar 31, 2026 3.72% $0.00 -4.81%
Dimensional Fund Advisors, Inc. 3.01M Mar 31, 2026 3.32% $0.01 -24.34%
River Road Asset Management, LLC 3.00M Mar 31, 2026 3.31% $0.49 89.05%
FMR Inc 2.82M Mar 31, 2026 3.12% $0.00 -48.67%
Silvercrest Asset Management Group LLC 2.25M Mar 31, 2026 2.49% $0.23 21.92%
Geode Capital Management, LLC 2.20M Mar 31, 2026 2.44% $0.00 -5.51%
LSV Asset Management 2.06M Mar 31, 2026 2.27% $0.06 0.00%
Fuller & Thaler Asset Management Inc 1.91M Mar 31, 2026 2.12% $0.09 -49.86%
William Blair Investment Management, LLC 1.91M Mar 31, 2026 2.11% $0.09 -10.07%
T. Rowe Price Investment Management,Inc. 1.66M Mar 31, 2026 1.84% $0.02 -39.21%
Morgan Stanley - Brokerage Accounts 1.56M Mar 31, 2026 1.73% $0.00 -20.06%
Wellington Management Company LLP 1.52M Mar 31, 2026 1.68% $0.00 34.30%
Arrowstreet Capital Limited Partnership 1.47M Mar 31, 2026 1.63% $0.01 179.71%
Ameriprise Financial Inc 1.26M Mar 31, 2026 1.39% $0.00 49.05%
Charles Schwab Investment Management Inc 1.21M Mar 31, 2026 1.34% $0.00 3.97%
Brown Advisory Holdings Inc 1.16M Mar 31, 2026 1.28% $0.03 0.00%
Oaktree Capital Management LLC 1.13M Mar 31, 2026 1.25% $0.25 0.00%

Shares Statistics

Shares Outstanding: 90.49M
Shares Float: 82.18M
% Insiders: 884.40%
% Institutions: 10,108.40%
Short % Float: 11.14%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 5.20M 5.74% ▲ 0.03% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 2.67M 2.95% ▲ 0.00% Apr 30, 2026
3 iShares Russell 2000 ETF 2.03M 2.24% ▲ 0.85% Apr 30, 2026
4 Vanguard Small Cap Index 1.92M 2.12% ▼ 0.43% Apr 30, 2026
5 FullerThaler Behavioral Sm-Cp Eq R6 1.83M 2.03% ▲ 0.00% Dec 31, 2025
6 FullerThaler Behavioral Small-Cap Equity 1.83M 2.03% ▲ 0.00% Dec 31, 2025
7 FullerThaler Beh Small-Cap Equity SMA 1.83M 2.03% ▲ 0.00% Dec 31, 2025
8 Vanguard Small Cap Value Index Inv 1.23M 1.36% ▲ 0.15% Apr 30, 2026
9 Brown Advisory Small-Cap Fdmtl Val Inv 1.15M 1.28% ▲ 83.64% Apr 30, 2026
10 Vanguard Consumer Staples ETF 1.03M 1.14% ▲ 0.22% Apr 30, 2026

Valuation Metrics

Enterprise Value: $1.40B
Trailing P/E: 0.00
Forward P/E: 7.20

Financial Highlights

Market Cap: $1.09B
EBITDA: $235.63M
PEG Ratio: $1.64
Book Value: $18.25
Earnings/Share: $-1.13
Profit Margin: -7.46%
Operating Margin: 13.78%
ROA (TTM): 5.83%
ROE (TTM): -6.39%
Revenue (TTM): $1.42B
Revenue/Share (TTM): $14.44
Earnings Growth (YOY): -32.60%
Revenue Growth (YOY): -9.40%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-08-31 3.64x 0.14x 0.25x 9.40x 1.39x
2024-08-31 4.05x 0.23x 0.30x 8.49x 1.68x
2023-08-31 4.14x 0.18x 0.26x 6.82x 1.24x
2022-08-31 3.44x 0.28x 0.32x 9.29x 2.06x
2021-08-31 2.63x 0.51x 0.42x 5.73x 4.43x
2020-08-31 3.64x 0.53x 0.44x 3.47x 4.57x
2019-08-31 7.45x 0.27x 0.38x 5.89x 15.15x
2018-08-31 6.07x 0.28x 0.33x 5.11x 2.62x
2017-08-31 4.03x 0.33x 0.35x 2.22x 5.29x
2016-08-31 4.13x 0.86x 0.04x -0.02x -1,730.94x
2015-08-31 3.34x -8.02x 1.11x N/A 13.99x
2014-08-31 N/A N/A N/A N/A 0.00x
2013-08-31 N/A 0.00x 0.83x N/A N/A
2012-08-31 N/A 0.00x 0.83x N/A N/A

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