Adjusted EBITDA was $55.6 million, down 20.6%. Net income was $25.3 million versus $38 million a year ago, and diluted EPS was $0.26 versus $0.38. Adjusted diluted EPS was $0.39 compared with $0.49 in the prior-year quarter.Profitability fell year-over-year as the company absorbed higher costs. Gross profit was $109.9 million, down 15.8%, and gross margin was 32.3% on a GAAP basis, down 590 basis points. Beeler attributed the decline primarily to inflationary input costs—especially cocoa—and the first full ...

The Simply Good Foods Company (NasdaqCM:SMPL) Q1 2026 Earnings Call January 08, 2026 08:30 AM ET Company ParticipantsRobert Moskow - Managing DirectorGeoff Tanner - President, CEO, and DirectorJoshua Levine - VP of Investor Relations and TreasuryMatt Smith - DirectorChris Bealer - CFOTyler Prause - Senior Research AssociateMegan Clapp - Executive DirectorConference Call ParticipantsBrian Holland - Managing Director and Senior Research AnalystPeter Grom - Equity Research AnalystSteve Powers - Equity Research ...

The Simply Good Foods Company (NasdaqCM:SMPL) Q1 2026 Earnings Call January 08, 2026 08:30 AM ET Company ParticipantsRobert Moskow - Managing DirectorGeoff Tanner - President, CEO, and DirectorJoshua Levine - VP of Investor Relations and TreasuryMatt Smith - DirectorChris Bealer - CFOTyler Prause - Senior Research AssociateMegan Clapp - Executive DirectorConference Call ParticipantsBrian Holland - Managing Director and Senior Research AnalystPeter Grom - Equity Research AnalystSteve Powers - Equity Research ...

The Simply Good Foods Company (NasdaqCM:SMPL) Q1 2026 Earnings Call January 08, 2026 08:30 AM ET Speaker1Greetings. Welcome to the Simply Good Foods Company's first quarter fiscal year 2026 earnings call. At this time, all participants will be in listen-only mode. The question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero from your telephone keypad. Please note this conference is being recorded. At this time ...

DENVER, Dec. 17, 2025 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (NASDAQ: SMPL) (“Simply Good Foods” or the “Company”), a leader in the Nutritional Snacking category, today announced it will report financial results for the first quarter of Fiscal Year 2026 on Thursday, January 8, 2026. A press release will be issued that morning, followed by a live conference call beginning at 6:30 a.m. Mountain Time (8:30 a.m. Eastern Time). Participating on the call will be Geoff Tanner, President and Chief Execut ...

Core Insights - Simply Good Foods Company will report its financial results for Q4 and Fiscal Year 2025 on October 23, 2025, with a live conference call scheduled for 6:30 a.m. Mountain Time [1] - The call will feature Geoff Tanner, President and CEO, and Chris Bealer, CFO [1] Company Overview - Simply Good Foods Company, headquartered in Denver, Colorado, is a leader in the Nutritional Snacking category, offering a range of products including high protein chips, bars, ready-to-drink shakes, and low sugar sweets [4] - The company aims to expand its healthy lifestyle platform through innovation-driven organic growth and external investment opportunities [4]

Financial Data and Key Metrics Changes - Total net sales for Simply Good Foods in Q2 2025 reached $359.7 million, reflecting a 15.2% increase year-over-year, driven by the contribution from Owen and organic growth [44][45] - Adjusted EBITDA increased by 17.6% to $68 million, with net income growing by 10.9% to $36.7 million [48][49] - Gross margin was reported at 36.2%, a decline of 120 basis points compared to the previous year, influenced by the inclusion of Owen and inflationary pressures [46][54] Business Line Data and Key Metrics Changes - Quest's net sales grew by 16.5% in Q2, representing 60% of the company's net sales, while Atkins saw a decline of 11.5% due to lower consumption and lost distribution [44][28] - Owen experienced a retail takeaway increase of 52%, with ready-to-drink shakes growing by 53% [36][44] Market Data and Key Metrics Changes - The nutritional snacking category grew by 12% in Q2, marking the 16th consecutive quarter of growth [16] - Quest's retail takeaway increased by 13%, while Atkins faced a decline in consumption [22][28] Company Strategy and Development Direction - The company aims to lead the nutritional snacking category by focusing on innovation, expanding physical availability, and increasing brand awareness [19][20][41] - The strategy includes shifting focus from Atkins to faster-growing brands like Quest and Owen, with plans to optimize SKU distribution [30][64] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the dynamic and uncertain consumer environment but expressed confidence in the company's positioning within the high-protein, low-sugar market [41][42] - The outlook for fiscal year 2025 includes a projected net sales increase of 8.5% to 10.5%, with adjusted EBITDA expected to grow by 4% to 6% [54][56] Other Important Information - The company is undergoing a leadership transition with the retirement of CFO Sean Mara and the appointment of Chris Beeler as his successor [10][12] - The integration of Owen is progressing well, with expectations for synergy capture starting in fiscal 2026 [40] Q&A Session Summary Question: What is driving the reduction in sales guidance for Atkins? - Management noted that the reduction is due to lost display space and distribution at a key customer, which was anticipated [60][64] Question: What prompted the relaunch of Quest shakes? - The relaunch was driven by the need to meet consumer demand for indulgent, high-protein options, with a focus on flipping the macros of traditional shakes [71][75] Question: How does the company plan to build awareness for Owen? - The initial focus will be on expanding distribution, with marketing efforts to follow once a solid distribution footprint is established [120] Question: What are the expectations for the bar category, specifically for Quest? - Management acknowledged the need for continuous innovation in the bar category and expressed optimism about upcoming product launches [124][125]