The earnings call highlighted strong growth in net sales driven by Quest and Owen brands, alongside strategic debt repayment and stock repurchase initiatives. However, the decline in the Atkins brand, coupled with gross margin pressures and anticipated future cost challenges, present notable concerns.

Company Guidance

During the Simply Good Foods Company's Third Quarter Fiscal Year 2025 Earnings Call, significant metrics were discussed with a focus on the company's performance and guidance. The company reported a 13.8% increase in net sales, reaching $381 million, driven by a 10% contribution from the acquisition of Owen and 3.8% organic growth. Quest, which now represents 60% of net sales, saw 11% growth in consumption, while Atkins experienced a 12.7% decline due to distribution losses. Owen's retail takeaway increased by 24%. Adjusted EBITDA grew by 2.8% to $73.9 million, despite gross margins falling by 350 basis points due to elevated input costs. The company repaid $150 million of its term loan debt within the fiscal year and repurchased $24 million worth of common stock. For the full year, Simply Good Foods expects net sales to increase by 8.5% to 9.5%, with adjusted EBITDA growth of 4% to 5%.

Strong Net Sales Growth

Net sales increased by 14% year-over-year, driven by the acquisition of Owen and 4% organic growth, with Quest and Owen brands contributing significantly.

Quest Brand Performance

Quest, representing approximately 60% of net sales, delivered double-digit retail takeaway sales growth, with an 11% increase in consumption and household penetration up 120 basis points to 18.3%.

Cash Flow and Debt Repayment

The company repaid essentially all of the $250 million borrowed for the Owen acquisition and repurchased $24 million worth of common stock, maintaining low leverage.

Owen Brand Growth

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

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.