SMPL

MKT CAP:$1B

The Simply Good Foods Company

Market Cap

$1B

Consumer Defensive·Packaged Foods·🇺🇸 United States·NASDAQ

Consumer Def.·Packaged Foods·🇺🇸·NASDAQ

Stock Price

$12.38-$7.18 (-36.73%)

Apr 23, 2026

Company Details

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 shak...

CEO

Joseph E. Scalzo

IPO Date

Jul 10, 2017

Website

www.thesimplygoodfoodscompany.com

Key Metrics TTM

Revenue

$1.4B

+0.3% YoY

Net Income

-$106M

EPS (Diluted)

-$1.19

Free Cash Flow

$146M

Revenue / Share

$15.34

Gross Margin

32.8%

Operating Margin

13.9%

Net Margin

-7.5%

FCF Margin

10.3%

P/S

0.8x

P/E

—

Earnings Reports

Q2 2026

Apr 9, 2026

$326M-9.4%EPS -$1.73

Q1 2026

Jan 8, 2026

$340M-0.3%EPS $0.26

FY 2025

Oct 28, 2025

$1.5B+9.0%EPS $1.02

Q4 2025

Oct 28, 2025

$369M-1.8%EPS -$0.12

Q3 2025

Jul 10, 2025

$381M+13.8%EPS $0.40

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q3 22	$317M	$114M	$55M
Q4 22	$274M	$98M	$44M
Q1 23	$301M	$107M	$52M
Q2 23	$297M	$98M	$43M
Q3 23	$325M	$115M	$54M
Q4 23	$320M	$116M	$56M
Q1 24	$309M	$111M	$52M
Q2 24	$312M	$113M	$48M
Q3 24	$335M	$129M	$61M
Q4 24	$376M	$142M	$60M
Q1 25	$341M	$126M	$60M
Q2 25	$360M	$126M	$57M
Q3 25	$381M	$134M	$65M
Q4 25	$369M	$122M	$49M
Q1 26	$340M	$110M	$38M
Q2 26	$326M	$99M	$45M

Valuation

Quarter	P/S	P/E
Q3 22	3.3x	39.9x
Q4 22	2.6x	28.5x
Q1 23	3.2x	30.9x
Q2 23	3.2x	29.3x
Q3 23	3.1x	28.8x
Q4 23	2.8x	25.8x
Q1 24	3.2x	29.7x
Q2 24	2.8x	24.9x
Q3 24	3.0x	25.7x
Q4 24	2.4x	22.7x
Q1 25	2.9x	28.4x
Q2 25	2.7x	26.3x
Q3 25	2.4x	23.7x
Q4 25	2.0x	28.5x
Q1 26	1.3x	21.5x
Q2 26	1.1x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q3 22	$38M	$37M
Q4 22	$43M	$42M
Q1 23	$9M	$8M
Q2 23	$45M	$44M
Q3 23	$54M	$46M
Q4 23	$61M	$59M
Q1 24	$48M	$47M
Q2 24	$46M	$46M
Q3 24	$73M	$72M
Q4 24	$48M	$43M
Q1 25	$32M	$32M
Q2 25	$31M	$31M
Q3 25	$70M	$68M
Q4 25	$45M	$27M
Q1 26	$50M	$48M
Q2 26	$8M	$3M

Capital Expenditures

Quarter	CapEx
Q3 22	$357.0K
Q4 22	$1M
Q1 23	$1M
Q2 23	$587.0K
Q3 23	$8M
Q4 23	$2M
Q1 24	$744.0K
Q2 24	$343.0K
Q3 24	$751.0K
Q4 24	$5M
Q1 25	$307.0K
Q2 25	$495.0K
Q3 25	$2M
Q4 25	$18M
Q1 26	$2M
Q2 26	$6M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q3 22	+11.5%	+17.0%
Q4 22	+5.5%	+5.7%
Q1 23	+7.0%	+11.3%
Q2 23	-0.0%	+1.4%
Q3 23	+2.6%	+3.6%
Q4 23	+16.9%	+14.8%
Q1 24	+2.6%	+3.4%
Q2 24	+5.3%	+4.0%
Q3 24	+3.1%	+1.0%
Q4 24	+17.2%	+19.4%
Q1 25	+10.6%	+9.4%
Q2 25	+15.2%	+14.6%
Q3 25	+13.8%	+15.8%
Q4 25	-1.8%	+1.2%
Q1 26	-0.3%	+7.7%
Q2 26	-9.4%	-7.2%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q3 22	$0	0.0%
Q4 22	$0	0.0%
Q1 23	$3M	1.1%
Q2 23	$3M	1.0%
Q3 23	$0	0.0%
Q4 23	$4M	1.3%
Q1 24	$4M	1.4%
Q2 24	$5M	1.5%
Q3 24	$4M	1.3%
Q4 24	$0	0.0%
Q1 25	$4M	1.1%
Q2 25	$5M	1.4%
Q3 25	$4M	1.1%
Q4 25	$0	0.0%
Q1 26	$3M	0.9%
Q2 26	$0	0.0%

OpEx Breakdown

Quarter	G&A	S&M	SG&A
Q3 22	—	—	$59M
Q4 22	—	—	$54M
Q1 23	—	—	$54M
Q2 23	—	—	$56M
Q3 23	—	—	$61M
Q4 23	—	—	$60M
Q1 24	—	—	$59M
Q2 24	—	—	$65M
Q3 24	—	—	$68M
Q4 24	—	—	$82M
Q1 25	—	—	$66M
Q2 25	—	—	$69M
Q3 25	—	—	$70M
Q4 25	$41M	$32M	—
Q1 26	$38M	$30M	—
Q2 26	$35M	$28M	—

Revenue by Geography

Quarter	International	North America
Q3 22	$8M	$308M
Q4 22	$9M	$266M
Q1 23	$8M	$293M
Q2 23	$8M	$289M
Q3 23	$8M	$317M
Q4 23	$10M	$311M
Q1 24	$8M	$301M
Q2 24	$9M	$304M
Q3 24	$8M	$327M
Q4 24	$8M	$367M
Q1 25	$9M	$332M
Q2 25	$6M	$353M
Q3 25	$7M	$374M
Q4 25	$7M	$362M
Q1 26	$8M	$332M
Q2 26	$7M	$319M

War Chest

Quarter	Cash	Short-term Investments	Total
Q3 22	$57M	$0	$57M
Q4 22	$67M	$0	$67M
Q1 23	$54M	$0	$54M
Q2 23	$63M	$0	$63M
Q3 23	$69M	$0	$69M
Q4 23	$88M	$0	$88M
Q1 24	$121M	$0	$121M
Q2 24	$136M	$0	$136M
Q3 24	$209M	$0	$209M
Q4 24	$133M	$0	$133M
Q1 25	$122M	$0	$122M
Q2 25	$104M	$0	$104M
Q3 25	$98M	$0	$98M
Q4 25	$98M	$0	$98M
Q1 26	$194M	$0	$194M
Q2 26	$107M	$0	$107M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q3 22	102M	+1.8%	+4.8%
Q4 22	101M	-1.5%	+2.9%
Q1 23	101M	+0.1%	+2.9%
Q2 23	101M	+0.1%	+0.4%
Q3 23	101M	+0.1%	-1.3%
Q4 23	101M	+0.0%	+0.3%
Q1 24	101M	+0.1%	+0.4%
Q2 24	101M	+0.2%	+0.4%
Q3 24	101M	-0.0%	+0.4%
Q4 24	101M	+0.1%	+0.4%
Q1 25	101M	+0.1%	+0.4%
Q2 25	102M	+0.3%	+0.5%
Q3 25	102M	-0.2%	+0.4%
Q4 25	101M	-0.6%	-0.4%
Q1 26	99M	-1.9%	-2.4%
Q2 26	92M	-6.8%	-9.3%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q3 22	$1M	263
Q4 22	$1M	260
Q1 23	$1M	260
Q2 23	$1M	260
Q3 23	$1M	260
Q4 23	$1M	271
Q1 24	$1M	271
Q2 24	$1M	271
Q3 24	$1M	271
Q4 24	$1M	316
Q1 25	$1M	316
Q2 25	$1M	316
Q3 25	$1M	316
Q4 25	$1M	328
Q1 26	$1M	328
Q2 26	$993.9K	328

Revenue / Employee