The Simply Good Foods Company (SMPL) AI Stock Analysis

The Simply Good Foods Company operates in the consumer-packaged food and beverage sector across North America and internationally. Based in Denver, Colorado, the company develops, markets, and sells snacks and meal replacements tailored to modern wellness goals. Its product portfolio includes protein bars, ready-to-drink shakes, cookies, pizzas, protein chips, and confectionery items like peanut butter cups and brownie bites. These items are sold under brand names such as Atkins, Atkins Endulge, and Quest through mass merchandise, grocery, drug, club, convenience stores, gas stations, and online platforms including amazon.com.

Between FY2021 and FY2025, revenue increased from $1.01B to $1.45B, representing a 5-year revenue CAGR of 12.2%. Gross margin contracted from 39.1% in FY2021 to 35.1% in FY2025, while operating margin decreased from 18.0% to 15.1%. Net income reached $103.6M in FY2025, down from $139.3M in FY2024. For the trailing twelve months ended May 31, 2026, revenue stood at $1.39B with an operating margin of 12.8% and a net profit margin of -14.3%. In the latest quarter ending May 31, 2026, quarterly revenue fell 6.3% and quarterly earnings dropped 32.6% year-over-year.

As of May 31, 2026, the company held $123.9M in cash and short-term investments against total debt of $397.0M, resulting in net debt of $273.2M. The balance sheet maintained a current ratio of 4.80 and a debt-to-equity ratio of 0.28, supported by $1.42B in shareholders equity. During FY2025, operating cash flow reached $178.5M and free cash flow was $157.9M. The company deployed cash toward $20.5M in capital expenditures and $50.9M in share buybacks, which contributed to an 8.1% reduction in share count over 5 years.

SMPL shares closed at $11.19 on October 16, 2026, giving the company a market capitalization of $989.7M and an enterprise value of $1.16B. Its forward P/E ratio of 6.2x trades below the median of its US-listed Consumer Defensive peers of 14.3x. The enterprise value to EBITDA multiple of 9.1x also sits below the peer median of 11.7x, while price-to-sales matches at 0.7x. Over the past year, SMPL shares fell 53.6%, underperforming the S&P 500 (SPY) return of 16.8%. Over five years, the stock dropped 68.0% compared to an 83.0% gain for SPY.

Wall Street coverage includes 3 Strong Buy, 0 Buy, and 6 Hold ratings among analysts. The mean price target of $14.00 represents a 25.1% premium over the last close of $11.19. For the fiscal year ending August 31, 2026, consensus estimates project revenue of $1.35B and EPS of $1.64, reflecting a 14.4% decline in earnings. For the following fiscal year, 9 analysts project revenue to fall 8.2% to $1.24B with EPS of $1.68. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for October 27, 2026.

This page is an AI-written research summary of The Simply Good Foods Company (SMPL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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