Simply Good Foods Co

SMPL.US
Consumer Defensive · Packaged Foods
10.64
-0.02 (-0.19%)
USD · NASDAQ

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

People

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
Ms. Jessica Morgan SVP, Deputy General Counsel & Head of People NA
Mr. Jeremy Ivie Chief Product Technology 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

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 13.08M Mar 31, 2026 14.79% $0.00 -5.35%
Vanguard Group Inc 10.63M Dec 31, 2025 12.02% $0.00 2.40%
Vanguard Portfolio Management, LLC 5.56M Mar 31, 2026 6.29% $0.00 0.00%
Vanguard Capital Management, LLC 3.77M Mar 31, 2026 4.26% $0.00 0.00%
BTIM Corp 3.64M Mar 31, 2026 4.11% $0.43 9.99%
State Street Corp 3.37M Mar 31, 2026 3.81% $0.00 -4.81%
Dimensional Fund Advisors, Inc. 3.01M Mar 31, 2026 3.40% $0.01 -24.34%
FMR Inc 2.82M Mar 31, 2026 3.19% $0.00 -48.67%
River Road Asset Management, LLC 2.58M Jun 30, 2026 2.91% $0.38 -14.05%
Silvercrest Asset Management Group LLC 2.25M Mar 31, 2026 2.55% $0.23 21.92%
Geode Capital Management, LLC 2.20M Mar 31, 2026 2.49% $0.00 -5.51%
LSV Asset Management 2.06M Mar 31, 2026 2.33% $0.06 0.00%
Fuller & Thaler Asset Management Inc 1.91M Mar 31, 2026 2.16% $0.09 -49.86%
William Blair Investment Management, LLC 1.91M Mar 31, 2026 2.16% $0.09 -10.07%
T. Rowe Price Investment Management,Inc. 1.66M Mar 31, 2026 1.88% $0.02 -39.21%
Morgan Stanley - Brokerage Accounts 1.56M Mar 31, 2026 1.77% $0.00 -20.06%
Wellington Management Company LLP 1.52M Mar 31, 2026 1.72% $0.00 34.30%
Arrowstreet Capital Limited Partnership 1.47M Mar 31, 2026 1.67% $0.01 179.71%
Ameriprise Financial Inc 1.26M Mar 31, 2026 1.42% $0.00 49.05%
Charles Schwab Investment Management Inc 1.21M Mar 31, 2026 1.37% $0.00 3.97%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 5.02M 5.67% ▲ 0.02% Jun 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 2.60M 2.94% ▼ 2.70% Jun 30, 2026
3 iShares Russell 2000 ETF 2.20M 2.49% ▲ 0.60% Jun 30, 2026
4 Vanguard Small Cap Index 1.86M 2.11% ▼ 2.73% Jun 30, 2026
5 FullerThaler Beh Small-Cap Equity SMA 1.83M 2.07% ▲ 0.00% Dec 31, 2025
6 FullerThaler Behavioral Small-Cap Equity 1.83M 2.07% ▲ 0.00% Mar 31, 2026
7 Vanguard Small Cap Value Index Inv 1.18M 1.34% ▼ 4.19% Jun 30, 2026
8 Brown Advisory Small-Cap Fdmtl Val Inv 1.13M 1.28% ▼ 0.73% Jun 30, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 959.07K 1.08% ▼ 0.31% Jun 30, 2026
10 Vanguard Consumer Staples ETF 939.37K 1.06% ▼ 0.18% Jun 30, 2026

Financial Highlights

Market Cap: $942.78M
EBITDA: $217.48M
PEG Ratio: $1.64
Book Value: $16.04
Earnings/Share: $-2.20
Profit Margin: -14.28%
Operating Margin: 12.78%
ROA (TTM): 5.38%
ROE (TTM): -12.20%
Revenue (TTM): $1.39B
Revenue/Share (TTM): $14.60
Earnings Growth (YOY): -32.60%
Revenue Growth (YOY): -6.30%

Valuation Metrics

Enterprise Value: $1.22B
Trailing P/E: 0.00
Forward P/E: 6.15

Shares Statistics

Shares Outstanding: 88.44M
Shares Float: 80.16M
% Insiders: 913.00%
% Institutions: 10,110.50%
Short % Float: 12.46%

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 (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$1.45B
Cost of Goods Sold
adjust
$-942.07M
Gross Profit
subtotal
$508.85M
SG&A
adjust
$-155.93M
R&D
adjust
$-5.50M
Other Operating Expense
adjust
$-128.78M
Operating Income
subtotal
$218.64M
Other / Non-Operating Items
adjust
$-115.02M
Net Income
subtotal
$103.61M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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