The earnings call presented a mixed sentiment with strong performance and growth in Quest and Owen brands, significant debt repayment, and positive sales growth. However, these were offset by notable challenges with the Atkins brand, gross margin pressures, and anticipated continued difficulties in the upcoming quarters.

Company Guidance -

Q4 2025

During Simply Good Foods Company's third-quarter fiscal year 2025 earnings call, several key metrics and guidance points were highlighted. The company reported a 13.8% increase in net sales, driven by a 10% contribution from the acquisition of Owen and 3.8% organic growth. Adjusted EBITDA grew 2.8% year-over-year, and adjusted diluted EPS increased to $0.51 from $0.50 in the prior year. The company repurchased $24 million in common stock and has repaid nearly all of the debt borrowed for the Owen acquisition. Despite inflationary pressures on margins, particularly from cocoa and whey, Simply Good Foods is focusing on productivity and cost management efforts to offset these challenges. The fiscal year 2025 guidance was updated to reflect expected total net sales growth of 8.5% to 9.5% and adjusted EBITDA growth of 4% to 5%. The company remains optimistic about long-term growth, driven by its Quest and Owen brands, which together constitute 70% of its net sales and continue to show strong double-digit growth.

Significant Net Sales Growth

Net sales increased 13.8% year-over-year, driven by the acquisition of Owen and 3.8% organic growth. Quest and Owen showed strong double-digit consumption growth.

Quest Brand Performance

Quest, making up 60% of net sales, delivered 11% consumption growth. Salty snacks platform grew 31%, and the brand expanded distribution and merchandising.

Owen's Contribution and Growth

Owen's retail takeaway increased 24%, with ready-to-drink shakes growing over 20%. Distribution increased by 18%.

Debt Repayment and Stock Repurchase

Simply Good Foods repaid $240 million of the $250 million borrowed for the Owen acquisition and repurchased $24 million worth of stock.

Simply Good Foods (SMPL) Earnings, Revenues Date & History

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SMPL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 17, 2025	2025 (Q4)	0.48 / -	0.5	―	―	―
Jul 10, 2025	2025 (Q3)	0.50 / 0.51	0.5	2.00% (+0.01)
Apr 09, 2025	2025 (Q2)	0.40 / 0.46	0.4	15.00% (+0.06)
Jan 08, 2025	2025 (Q1)	0.46 / 0.49	0.43	13.95% (+0.06)
Oct 24, 2024	2024 (Q4)	0.50 / 0.50	0.45	11.11% (+0.05)
Jun 27, 2024	2024 (Q3)	0.48 / 0.50	0.44	13.64% (+0.06)
Apr 04, 2024	2024 (Q2)	0.38 / 0.40	0.32	25.00% (+0.08)
Jan 04, 2024	2024 (Q1)	0.40 / 0.43	0.42	2.38% (+0.01)
Oct 24, 2023	2023 (Q4)	0.44 / 0.45	0.36	25.00% (+0.09)
Jun 29, 2023	2023 (Q3)	0.40 / 0.44	0.44	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SMPL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 10, 2025	$32.34	$32.31	-0.09%
Apr 09, 2025	$33.19	$36.23	+9.16%
Jan 08, 2025	$36.76	$35.84	-2.50%
Oct 24, 2024	$32.25	$33.33	+3.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.