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Simply Good Foods (SMPL)
NASDAQ:SMPL
Earnings Data
Report Date
Apr 08, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.42Last Year’s EPS
0.46Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced notable operational and strategic positives—clear strength in Quest (notably salty snacks), OWYN growth potential, progress on productivity, favorable cocoa supply actions, strong cash flow and an aggressive buyback program—against meaningful near-term financial pressures including significant gross margin compression, declines in adjusted EBITDA, net income and EPS, product quality-related destocking at OWYN, and a substantial decline in Atkins consumption driven by distribution losses. Management reaffirmed its full-year outlook and expects a second-half rebound, but Q2 is expected to be the weakest quarter. Given the mix of solid execution and long-term initiatives offset by near-term margin and top-line headwinds, the tone is cautious but constructive.Company Guidance
Reaffirmed Full-Year Outlook
Company reaffirmed fiscal 2026 guidance: net sales growth in the range of -2% to +2% and adjusted EBITDA year-over-year in the range of -4% to +1%, with management confident in a stronger second half and Q4 profit expansion.
Overall Consumption and Brand Concentration
Total consumption grew 2% in Q1, led by Quest and OWYN which together generated 71% of net sales.
Quest Brand Strength and Salty Snacks Surge
Quest consumption +12% and net sales nearly +10%; Quest household penetration ~20% (up 200 bps YoY and up 50 bps QoQ). Quest Salty consumption +40%, household penetration for Quest Salty surpassed 10% (up 220 bps YoY); ACV for Quest Salty up ~5 points and average items per store up 34%.
OWYN Growth and Distribution Opportunity
OWYN consumption +18% with household penetration up 100 bps to ~4.5% and brand awareness ~20%. Powders growing ~50% and RTD/powders benefited from distribution-led growth; management plans double-digit marketing spend to drive awareness and penetration.
Productivity Program Delivering Results
Company cites a robust productivity program (18 months running) that is reducing costs and expected to drive margin recovery in the second half; G&A (ex specified items) declined ~4.4% to $28.3 million driven by cost synergies (OWYN) and cost management.
Commodity and Supply Actions (Cocoa)
Secured incremental cocoa supply at sequentially more favorable prices which will begin flowing into the P&L late Q4 and into fiscal 2027, providing a modest tailwind to margins.
Strong Cash Flow, Balance Sheet and Aggressive Buybacks
Cash of $194.1 million, net debt ~0.8x trailing 12-month adjusted EBITDA. Cash flow from operations $50.1 million (up from ~ $32 million prior year). Company repurchased ~5 million shares for $100 million in Q1 and has repurchased >7% of shares year-to-date (~$150 million); Board approved an additional $200 million buyback authorization.
Innovation Pipeline and New Product Traction
New product initiatives include Quest Overload platform, Quest Taste Forward Crispy line, 45g Protein Milkshake (ACV +8 points in quarter), new high-protein donut launch and Atkins 4-pack and meal bar SKUs; innovation expected to help reaccelerate core bar business and expand OWYN footprint.
SMPL Earnings History
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 |
|---|---|---|---|
Jan 08, 2026 | $19.37 | $20.65 | +6.61% |
Oct 23, 2025 | $24.96 | $20.63 | -17.35% |
Jul 10, 2025 | $32.34 | $32.31 | -0.09% |
Apr 09, 2025 | $33.19 | $36.23 | +9.16% |
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.
FAQ
When does Simply Good Foods (SMPL) report earnings?
Simply Good Foods (SMPL) is schdueled to report earning on Apr 08, 2026, Before Open (Confirmed).
What is Simply Good Foods (SMPL) earnings time?
Simply Good Foods (SMPL) earnings time is at Apr 08, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SMPL EPS forecast?
SMPL EPS forecast for the fiscal quarter 2026 (Q2) is 0.42.
