Simply Good Foods (SMPL) Q3 2025 Earnings Call July 10, 2025 08:30 AM ET Speaker0Greetings. Welcome to Simply Good Foods Company's Third Quarter Fiscal Year twenty twenty five Earnings Call. At this time, all participants will be in a listen only mode. A question and answer session will follow today's formal presentation. Please note this conference is being recorded.At this time, I'll turn the conference over to Joshua Levine, Vice President of Investor Relations. Joshua, you may begin.Speaker1Thank you, o ...

Simply Good Foods (SMPL) Q3 2025 Earnings Call July 10, 2025 08:30 AM ET Company ParticipantsJosh Levine - VP - IR & TreasuryGeoff Tanner - CEO, President & DirectorChris Bealer - CFOMatthew Smith - Director - Food & TobaccoKaumil Gajrawala - Managing DirectorRobert Moskow - Managing Director John Baumgartner - MD - Equity ResearchConference Call ParticipantsPeter Grom - Equity Research AnalystJim Salera - Research AnalystJon Andersen - Equity Research Analyst - ConsumerAlexia Howard - Research Analyst - US ...

Transaction Overview - The enterprise value of the transaction is $856 million, representing a multiple of 116x CY'17E EBITDA of $74 million[35] - The selling shareholders will receive $628 million in cash consideration and approximately 10 million rollover shares at $1000 per share at closing[35] - A common stock private placement will occur in the amount of 10 million shares at $1000 per share, totaling $100 million[35] Atkins Business & Financials - Atkins is estimated to have calendar year 2017E net sales of $411 million and EBITDA of $74 million[21] - The Atkins brand has approximately $600 million in retail sales[22] - Atkins U S snacking point-of-sale takeaway growth has had a compound annual growth rate of 16% from 2008 to 2016[27] - Atkins has attractive margins, with a gross margin of approximately 47% and an EBITDA margin of approximately 18%[25] Market Position & Growth Strategy - Atkins holds a leadership position in its section of the store, with approximately 40% share-of-shelf[25] - The company sees an opportunity to expand its target audience by 4x[25] - Atkins is the category leader in total nutritional snacking with 117% market share[45]

The Simply Good Foods Company (SMPL) Q2 2025 Earnings Conference Call April 09, 2025 08:30 AM ET Company Participants Conference Call Operator - ModeratorJosh Levine - Vice President of Investor RelationsJeff Tanner - President and CEOSean Mara - CFO Conference Call Participants John Baumgartner - Analyst, Mizuho SecuritiesMegan Clapp - Analyst, Morgan StanleyBrian Holland - Analyst, DA DavidsonMatt Smith - Analyst, StiefelJacob (on behalf of Rob Moscow) - Analyst, TD CowenSteve Flowers - Analyst, Deutsche ...