NASDAQ$SMPL

The Simply Good Foods Company · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Simply Good Foods reported fiscal Q4 2025 net sales of $369M with net income of $29.3M.

Fourth-quarter net sales were $369 million with net income of $29.3 million as Atkins and Quest brands navigated promotional activity and category trends.

  • Fiscal Q4 net sales $369M.
  • Net income $29.3M.
  • Brand reinvestment and innovation support share goals.
  • Retail promotional intensity may affect near-term margins.

Headline financials

Total Revenue

$369M

Previous: $376M-1.8%
EPS (adj)

-$0.12

Previous: $0.50-124.0%
Adjusted EBITDA

$66.2M

Previous: $77.5M-14.5%
Gross Margin

34.3%

Previous: 38.8%-11.6%
Net Income

$29.3M

Previous: $29.3M+0.0%
Operating Income

-$11.8M

Previous: $47.8M-124.6%
Gross Profit

$127M

Previous: $146M-13.3%

Revenue & EPS history

Simply Good Foods · Revenue · Quarterly

$369M

Q4 2025-1.8%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Simply Good Foods · $231M total across 2 segments · Q1 2021

  • Atkins
    $135M
  • Quest
    $95.8M

Forward guidance

The filing discusses Simply Good Foods's outlook, capital allocation, and key risks for upcoming periods, including guidance or operating priorities where disclosed.

Tailwinds

  • Simply Good Foods cites execution and demand trends supporting the outlook.
  • Liquidity and balance-sheet capacity support operations and returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.5%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+1.6%

Avg return

30 days after

51%

18 / 35 earnings

Positive

+16.8%

Q4 2022

Best reaction

-17.5%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-0.3%-21.0%-14.9%
Q1 2026+6.7%+9.8%-10.5%
Q4 2025-17.5%-20.8%-19.2%
Q3 2025-2.9%-3.9%-14.7%
Q2 2025+9.2%+13.2%+7.9%
Q1 2025-6.5%-6.2%+0.3%
Q4 2024+3.8%+4.7%+21.0%
Q3 2024-0.1%-1.0%-6.6%
Q2 2024-1.2%+0.6%+14.6%
Q1 2024+3.8%+4.4%-4.3%
Q4 2023+11.3%+11.6%+21.7%
Q3 2023+5.8%+6.0%+10.1%
Q2 2023-5.9%-4.5%-2.2%
Q1 2023-7.2%-5.4%-5.6%
Q4 2022+16.8%+15.8%+17.8%
Q3 2022-5.8%-8.9%-20.8%
Q2 2022+10.1%+6.3%-0.2%
Q1 2022-8.0%-11.1%-16.1%
Q4 2021+13.1%+13.3%+13.7%
Q3 2021+2.7%+1.5%+2.7%
Q2 2021+1.9%+4.6%+12.0%
Q1 2021-1.2%-3.3%-6.0%
Q4 2020-4.3%-11.1%+6.2%
Q3 2020+0.6%+2.0%+15.1%
Q2 2020-9.3%-15.9%-3.1%
Q1 2020-13.7%-12.4%-16.9%
Q4 2019+1.7%+1.5%+17.0%
Q3 2019+7.2%+11.5%+7.3%
Q2 2019+3.8%+1.5%+2.1%
Q1 2019+1.0%+0.1%+2.5%
Q4 2018-8.7%-11.0%+1.2%
Q3 2018+12.5%+13.7%+14.5%
Q2 2018-0.2%+1.2%+6.5%
Q1 2018+0.2%+4.5%+7.4%
Q4 2017-0.3%-0.3%-6.0%
Q3 2017
Q2 2016
Q1 2016
Q4 2016
Q3 2016

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