Want to see SMPL full AI Analyst Report?
Earnings Data
Report Date
Oct 22, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)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|Negative
The call presented a mix of operational progress and clear execution wins (notably within Quest chips and select innovations) and decisive actions on cost, pricing and marketing. However, material YoY declines in revenue, gross margin compression, a significant $82M impairment, steep deterioration at Atkins, retail takeaway underperformance versus the category, and downgraded FY guidance indicate substantial near-term challenges. Management emphasized that the turnaround is in early stages with plans to rebuild margins, refocus marketing and reset distribution, but the financial trajectory remains negative in the near term.Company Guidance
Quarterly results ahead of expectations
Q3 net sales $357.0M (down 6.3% YoY) and adjusted EBITDA $57.2M (down 22.5% YoY) came in ahead of management's internal expectations and reinforced progress on turnaround execution.
Strong performance within Quest (chips & milkshakes)
Quest household penetration increased 120 bps year-over-year to 20.5%; Quest chips consumption grew over 17% in the quarter and Quest milkshakes grew ~50% (from a smaller base), highlighting pockets of strong consumer demand.
Signs of organizational and execution improvements
Management reports faster decision-making, clearer priorities, improved accountability, productivity initiatives gaining traction and a new marketing agency for Quest to strengthen top-of-funnel messaging.
Proactive pricing and margin actions
Company announced a high single-digit price increase across most of the portfolio effective September to offset ongoing input inflation; productivity initiatives and price actions are expected to support margin rebuilding.
Balance sheet and cash generation strength
Cash of $123.9M, net debt to trailing 12-month adjusted EBITDA ~1.2x, year-to-date operating cash flow $102.2M, and sustained share repurchases (~$240M repurchased over past 12 months, ~2M shares in Q3) providing flexibility.
Productivity and reinvestment focus
Selling & marketing spend increased (S&M $39.2M, +15.9% YoY) to support brand growth and management is performing a marketing mix study to improve ROI; capex focused on salty snacks capacity.
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 |
|---|---|---|---|
Jul 09, 2026 | $12.84 | $13.01 | +1.32% |
Apr 09, 2026 | $14.41 | $11.80 | -18.11% |
Jan 08, 2026 | $19.37 | $20.65 | +6.61% |
Oct 23, 2025 | $24.96 | $20.63 | -17.35% |
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.
FAQ
When does The Simply Good Foods Company (SMPL) report earnings?
The Simply Good Foods Company (SMPL) is schdueled to report earning on Oct 22, 2026, Before Open (Confirmed).
What is The Simply Good Foods Company (SMPL) earnings time?
The Simply Good Foods Company (SMPL) earnings time is at Oct 22, 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 (Q4) is 0.42.
