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Inferra AI / Company / SMPL

Simply Good Foods Co

SMPL · Consumer Staples

Last earnings Oct 27, 2026

Key results

Gross marginquarter

34.0%

Gross margin was 34.0%, a decline of 30 basis points versus prior year, which was largely driven by higher input costs.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Net incomequarter

$30.5 million

Net income of $30.5 million compared to net loss of $12.4 million for the comparable year ago period.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted EPSquarter

$0.44

Adjusted Diluted EPS was $0.44 versus $0.46 in the comparable year ago period.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

net income of $103.6 million Loss per diluted share of $1.69 versus earnings per diluted share of $1.02 Adjusted Diluted EPS (2) of $1.70 versus $1.92 Adjusted EBITDA (3) of $225.9 million versus $278.2 million Net sales of $1,356.5 million decreased 6.5% versus the comparable year ago period

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Gross margin was 32.6%, a 360-basis point decline versus the comparable year ago period, driven mainly by $6.5 million of one-time OWYN integration expenses and $5.7 million of restructuring costs.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Net loss of $155.9 million compared to net income of $103.6 million for the comparable year ago period.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted Diluted EPS was $1.70 versus $1.92 in the comparable year ago period.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

AI analysis

Q4 2026 · reported Oct 27, 2026

Based on: Earnings release + parent 8-K — transcript not held

Adjusted EPS · Q4 2026
$0.44
EX-99 · Oct 27, 2026
Gross margin · Q4 2026
34.0%
EX-99 · Oct 27, 2026
Net income · Q4 2026
$30.5M
EX-99 · Oct 27, 2026

Headline figures

MetricQ4 2026Prior qtrYear ago
Gross margin34.0%32.5%—
Net income$30.5 million$52.0 million—
Adjusted EPS$0.44$0.42—

EX-99 · Oct 27, 2026

Guidance · company-stated

Direction: Raised

Revenue

“2 million Fiscal Year 2027 (4) Outlook Net sales expected to decline between 13% and 17% year-over-year Gross margins (GAAP) expected to increase between 250 and 300 basis points year-over-year Adjusted EBITDA expected to decline between 9% and 14% year-over-year Fiscal 2026 was a year of decisive action.”

Revenue$20 million

“Fiscal Year 2027 Outlook The Company anticipates the following in fiscal year 2027 Net sales expected to decline between 13% and 17% year-over-year Gross margins (GAAP) expected to increase between 250 and 300 basis points year-over-year Adjusted EBITDA expected to decline between 9% and 14% year-over-year The Company expects net interest expense in the range of $18 to $20 million.”

Revenue

“For the first quarter of fiscal year 2027 The Company expects net sales to decline between 19% and 22% year-over-year Gross margins (GAAP) expected to increase by approximately 100 basis points year-over-year Adjusted EBITDA expected to decline between 28% and 33% year-over-year The foregoing outlook assumes current economic conditions, consumer purchasing behavior and prevailing tariff rates remain generally consistent across the Company's fiscal year.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin34.0%

Capital allocation

Capex$24.1M

Weighted average diluted shares outstanding of 88.5 million declined modestly versus the comparable year ago period, reflecting share repurchases.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Fourth Quarter 2026 Results (1) Net sales of $333.3 million decreased $35.7

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “2 million Fiscal Year 2027 (4) Outlook Net sales expected to decline between 13% and 17% year-over-year Gross margins (GAAP) expected to increase between 250 and 300 basis points year-over-year Adjusted EBITDA expected to decline between 9% and 14% year-over-year Fiscal 2026 was a year of decisive action.”

Revenue: “Fiscal Year 2027 Outlook The Company anticipates the following in fiscal year 2027 Net sales expected to decline between 13% and 17% year-over-year Gross margins (GAAP) expected to increase between 250 and 300 basis points year-over-year Adjusted EBITDA expected to decline between 9% and 14% year-over-year The Company expects net interest expense in the range of $18 to $20 million.”

Revenue: “For the first quarter of fiscal year 2027 The Company expects net sales to decline between 19% and 22% year-over-year Gross margins (GAAP) expected to increase by approximately 100 basis points year-over-year Adjusted EBITDA expected to decline between 28% and 33% year-over-year The foregoing outlook assumes current economic conditions, consumer purchasing behavior and prevailing tariff rates remain generally consistent across the Company's fiscal year.”

Revenue — Raised (“increase”)
“2 million Fiscal Year 2027 (4) Outlook Net sales expected to decline between 13% and 17% year-over-year Gross margins (GAAP) expected to increase between 250 and 300 basis points year-over-year Adjusted EBITDA expected to decline between 9% and 14% year-over-year Fiscal 2026 was a year of decisive action.”

Revenue — Raised (“increase”)
“Fiscal Year 2027 Outlook The Company anticipates the following in fiscal year 2027 Net sales expected to decline between 13% and 17% year-over-year Gross margins (GAAP) expected to increase between 250 and 300 basis points year-over-year Adjusted EBITDA expected to decline between 9% and 14% year-over-year The Company expects net interest expense in the range of $18 to $20 million.”

Revenue — Raised (“increase”)
“For the first quarter of fiscal year 2027 The Company expects net sales to decline between 19% and 22% year-over-year Gross margins (GAAP) expected to increase by approximately 100 basis points year-over-year Adjusted EBITDA expected to decline between 28% and 33% year-over-year The foregoing outlook assumes current economic conditions, consumer purchasing behavior and prevailing tariff rates remain generally consistent across the Company's fiscal year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Weighted average diluted shares outstanding of 88.5 million declined modestly versus the comparable year ago period, reflecting share repurchases.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Weighted average diluted shares outstanding of 92.4 million declined modestly versus the comparable year ago period, reflecting share repurchases.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Net interest expense of $4.7 million reflected a 28.7% increase versus the comparable year ago period due to a higher debt balance.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

G A expenses of $143.9 million, which includes restructuring costs of $12.7 million, integration expenses of $4.1 million, and term loan transaction fees of $3.0 million, decreased 7.7% versus the comparable year ago period, which included $20.5 million of integration expenses and $0.7 million of term loan transaction fees.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

2 Balance Sheet and Cash Flow At the end of fiscal year 2026, the Company had cash of $138.4 million and an outstanding principal balance on its term loan of $350.0 million, bringing the Company's quarter-end trailing twelve-month Net Debt to Adjusted EBITDA ratio to 0.9x (6) .

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Capital expenditures were approximately $24.1 million.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Strategy & priorities

We aligned the organization around a focused set of priorities, accelerated work to improve our cost structure, strengthened our financial flexibility, and overhauled our marketing approach across Quest, Atkins, and OWYN.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

We are reinvesting a portion of our margin recovery behind our brands, with new marketing strategies designed to strengthen consumer connection and improve underlying brand health.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Risks & headwinds

For the first quarter of fiscal year 2027 The Company expects net sales to decline between 19% and 22% year-over-year Gross margins (GAAP) expected to increase by approximately 100 basis points year-over-year Adjusted EBITDA expected to decline between 28% and 33% year-over-year The foregoing outlook assumes current economic conditions, consumer purchasing behavior and prevailing tariff rates remain generally consistent across the Company's fiscal year.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

These statements relate to future events or our future financial or operational performance and involve known and unknown risks, uncertainties and other factors that could cause our actual results, levels of activity, performance or achievement to differ materially from those expressed or implied by these forward-looking statements.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

We caution you that these forward-looking statements are not guarantees of future performance and involve risks, uncertainties and assumptions that are difficult to predict.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

These statements reflect our current views with respect to future events, are based on assumptions and are subject to risks and uncertainties.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

What changed vs prior quarter

Gross margin — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted EPS — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Simply Good Foods Co — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

31 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Simply Good Foods Co are held in this edition of the library.

Transcripts

0 documents

No transcripts for Simply Good Foods Co are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.