External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

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Key points (machine generated)<ul><li>Simply Good Foods is focusing on convenient and nutritious on-the-go options amid shifting consumer trends.</li><li>The company faces challenges with a declining Atkins brand and heavy reliance on the North American market, limiting growth potential.</li><li>Recent leadership changes and an upcoming earnings report may negatively impact the stock, with the author anticipating a 10-15% decline.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Simply Good Foods is focusing on convenient and nutritious on-the-go options amid shifting consumer trends.The company faces challenges with a declining Atkins brand and heavy reliance on the North American market, limiting growth potential.Recent leadership changes and an upcoming earnings report may negatively impact the stock, with the author anticipating a 10-15% decline.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Simply Good Foods Company (SMPL) - Monday, Jul 7, 2025

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>The Simply Good Foods Company reported strong third-quarter fiscal year 2025 performance, bolstered by its strategic acquisition of Only What You Need, Inc. (OWYN) and continued organic growth.</li><li>Total net sales increased by 13.8% to $381 million, primarily driven by the inclusion of OWYN, which contributed $33.6 million, and Quest's organic growth of 15%.</li><li>However, the decline in Atkins sales countered this advancement, as the brand's consumption decreased by 12.7%.</li></ul>

The Simply Good Foods Company reported strong third-quarter fiscal year 2025 performance, bolstered by its strategic acquisition of Only What You Need, Inc. (OWYN) and continued organic growth.Total net sales increased by 13.8% to $381 million, primarily driven by the inclusion of OWYN, which contributed $33.6 million, and Quest's organic growth of 15%.However, the decline in Atkins sales countered this advancement, as the brand's consumption decreased by 12.7%.

The Simply Good Foods Company: Addressing Distribution Challenges with Atkins to Stabilize & Potentially Restore Growth!

<ul><li>The Simply Good Foods Company's first quarter fiscal year 2025 earnings call has provided insights into the company's performance and strategy going forward, reflecting both opportunities and challenges within their portfolio.</li><li>The company reported a 10.6% increase in net sales, boosted primarily by the acquisition of Only What You Need (OWYN).</li><li>Legacy net sales remained flat, impacted by shipment timing issues, although net sales growth in the Quest brand was strong despite some initial stockouts.</li></ul>

The Simply Good Foods Company's first quarter fiscal year 2025 earnings call has provided insights into the company's performance and strategy going forward, reflecting both opportunities and challenges within their portfolio.The company reported a 10.6% increase in net sales, boosted primarily by the acquisition of Only What You Need (OWYN).Legacy net sales remained flat, impacted by shipment timing issues, although net sales growth in the Quest brand was strong despite some initial stockouts.

The Simply Good Foods Company: Expanding Product Innovation to Address Evolving Consumer Demands! - Major Drivers

<ul><li>Simply Good Foods Company reported its fiscal third quarter 2024 results, demonstrating a performance that slightly exceeded company estimates.</li><li>The positive outcomes were led by the continued growth of the Quest brand and significant gross margin improvements.</li><li>Retail takeaway growth outpaced the net sales growth with a recorded 5% in combined measured and unmeasured channels against a 3.1% increase in net sales.</li></ul>

Simply Good Foods Company reported its fiscal third quarter 2024 results, demonstrating a performance that slightly exceeded company estimates.The positive outcomes were led by the continued growth of the Quest brand and significant gross margin improvements.Retail takeaway growth outpaced the net sales growth with a recorded 5% in combined measured and unmeasured channels against a 3.1% increase in net sales.

The Simply Good Foods Company: Expanding Distribution of OWYN Products & Strategic Product Innovations in Quest Nutrition Can Drive Growth! - Major Drivers

<ul><li>The Simply Good Foods Company reported its fiscal third-quarter results for 2024, reflecting a combination of growth and investment strategies aimed at harnessing both immediate gains and longer-term opportunities.</li><li>The company’s results were favorable, with a reported net sales increase of 3.1% to $334.8 million, driven primarily by Quest's volume growth.</li><li>Notably, retail takeaway across measured and unmeasured channels outpaced net sales growth, reaching approximately 5%.</li></ul>

The Simply Good Foods Company reported its fiscal third-quarter results for 2024, reflecting a combination of growth and investment strategies aimed at harnessing both immediate gains and longer-term opportunities.The company’s results were favorable, with a reported net sales increase of 3.1% to $334.8 million, driven primarily by Quest's volume growth.Notably, retail takeaway across measured and unmeasured channels outpaced net sales growth, reaching approximately 5%.

The Simply Good Foods Company: Acquisition of OWYN to Strengthen RTD Protein Shake Market Position & Other Major Drivers

United States

The Simply Good Foods Company operates as an investment company. The Company invests in and expands snacks and food products businesses. Simply Good Foods serves customers in the States of Colorado and Connecticut.

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Simply Good Foods Co (SMPL US)

Simply Good Foods Company (SMPL) - Monday, Jul 7, 2025

Simply Good Foods faces challenges in the nutritious snacking market, with a declining Atkins brand and heavy North American reliance, prompting a...

Value Investors Club (VIC)

The Simply Good Foods Company: Addressing Distribution Challenges with Atkins to Stabilize & Potentially Restore Growth!

The Simply Good Foods Company reported strong third-quarter fiscal year 2025 performance, bolstered by its strategic acquisition of Only What You...

Baptista Research

The Simply Good Foods Company: Expanding Product Innovation to Address Evolving Consumer Demands! - Major Drivers

The Simply Good Foods Company's first quarter fiscal year 2025 earnings call has provided insights into the company's performance and strategy...

Baptista Research

The Simply Good Foods Company: Expanding Distribution of OWYN Products & Strategic Product Innovations in Quest Nutrition Can Drive Growth! - Major Drivers

Simply Good Foods Company reported its fiscal third quarter 2024 results, demonstrating a performance that slightly exceeded company...

Baptista Research

The Simply Good Foods Company: Acquisition of OWYN to Strengthen RTD Protein Shake Market Position & Other Major Drivers

The Simply Good Foods Company reported its fiscal third-quarter results for 2024, reflecting a combination of growth and investment strategies...

Baptista Research

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