The Simply Good Foods Company

The Simply Good Foods Company

SMPLยทNASDAQ

$11.41

-3.4%
Consumer DefensivePackaged Foods

The Simply Good Foods Company operates as a consumer packaged food and beverage company in North America and internationally. The company develops, markets, and sells snacks and meal replacements. It offers protein bars, ready-to-drink shakes, sweet and salty snacks, cookies, pizza, protein chips, recipes, and confectionery products, as well as licensed frozen meals under the Atkins, Atkins Endulge, and Quest brand names. The company distributes its products to various retail channels, such as mass merchandise, grocery and drug channels, club stores, convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including atkins.com, questnutrition.com, and amazon.com. The Simply Good Foods Company is headquartered in Denver, Colorado.

At a Glance

Live Snapshot
Market Cap$1.03B
EPS1.0300
P/E Ratio11.08
Earnings Date06/25/2026
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The Simply Good Foods Company Street Expectations Map

SMPL ยท NASDAQ

Wall Street analysts project that SMPL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.17, with estimates ranging from a low of 12.00 to a high of 31.00.

Lowest Target
12.00
5.17%
Consensus Target
18.17
59.25%
Highest Target
31.00
171.69%

The consensus 1-year price target stands at 18.17, with estimates ranging from a low of 12.00 to a high of 31.00.

Analyst Consensus Analysis

Upside Potential

+59.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

104.6% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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The Simply Good Foods Company Forward Estimates of Revenue

SMPL ยท NASDAQ
Latest Revenue
1.45B
FY 2025
Avg Estimate
1.33B
FY 2026
Estimate Range
1.32B - 1.34B
Analyst Spread

Forward Growth Analysis

Projected Growth-8.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Simply Good Foods Company Forward Estimates of Net Income

SMPL ยท NASDAQ
Latest Net Income
103.61M
FY 2025
Avg Estimate
168.43M
FY 2026
Estimate Range
165.37M - 171.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+62.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Simply Good Foods Company Forward Estimates of EPS

SMPL ยท NASDAQ
Latest EPS
1.03
FY 2025
Avg Estimate
$1.67
FY 2026
Estimate Range
$1.63 - $1.69
Analyst Spread

Forward Growth Analysis

Projected Growth+62.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Simply Good Foods Company Forward Estimates of EBIT

SMPL ยท NASDAQ
Latest EBIT
159.15M
FY 2025
Avg Estimate
151.81M
FY 2026
Estimate Range
150.68M - 152.95M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Simply Good Foods Company Forward Estimates of EBITDA

SMPL ยท NASDAQ
Latest EBITDA
182.91M
FY 2025
Avg Estimate
213.08M
FY 2026
Estimate Range
211.49M - 214.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The Simply Good Foods Company Forward Estimates of SG&A Expense

SMPL ยท NASDAQ
Latest SG&A Expense
290.21M
FY 2025
Avg Estimate
261.62M
FY 2026
Estimate Range
259.67M - 263.57M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Simply Good Foods Company Insider Positioning

SMPL ยท NASDAQ

During the last 12 months, insiders have purchased $1.61M and sold $1.44M worth of SMPL shares, resulting in $171K of net buying activity.

3 Months

Bought

90.0K

1.11M

Sold

34.0K

1.24M

Net Activity

-133K

-$133K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

14.9K

299.02K

Sold

5.9K

114.05K

Net Activity

+185K

+$185K

9-12 Months

Bought

6.0K

200.30K

Sold

2.5K

81.69K

Net Activity

+119K

+$119K

Top Buyers

1
KJM

Kilts James M

Director

80.0K sharesโ€ข1 transactions

$991K

2
TGE

Tanner Geoff E

Director, Officer: President And Ceo

6.0K sharesโ€ข1 transactions

$200K

3
BCJ

Bealer Christopher J

Officer: Chief Financial Officer

9.9K sharesโ€ข1 transactions

$199K

4
DCCJ

Daley Clayton C Jr

Director

10.0K sharesโ€ข1 transactions

$118K

5
CML

Clawson Michael L

Officer: Chief Commercial Officer

5.0K sharesโ€ข1 transactions

$100K

Top Sellers

1
BCJ

Bealer Christopher J

Officer: Chief Financial Officer

34.0K sharesโ€ข1 transactions

$1.24M

2
MTA

Matthews Timothy Allen

Officer: Vp, Controller And Cao

5.9K sharesโ€ข1 transactions

$114K

3
OMAJ

Olivieri Mark A. Jr.

Officer: Svp And Gm Owyn

2.5K sharesโ€ข1 transactions

$82K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $171K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.12:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$133K

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

Moderate Buying

5 insider buyers vs. 3 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.