Earning Analysis
Welcome to our in-depth analysis of Simply Good Foods Co(SMPL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Simply Good Foods Co earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q4 | 2025-10-23 | Pre-Market | 0.44 | 0.44 | - | 368.58M | 369.04M | +0.12 | -17.35 | -20.75 |
| FY2025Q3 | 2025-07-10 | Pre-Market | 0.50 | 0.51 | +2.00 | 380.94M | 380.96M | - | -0.09 | +2.23 |
| FY2025Q2 | 2025-04-09 | Pre-Market | 0.40 | 0.46 | +15.00 | 354.40M | 359.66M | +1.48 | +9.16 | - |
| FY2025Q1 | 2025-01-08 | Pre-Market | 0.43 | 0.49 | +13.95 | 347.32M | 341.27M | -1.74 | -2.50 | -10.27 |
| FY2024Q4 | 2024-10-24 | Pre-Market | 0.50 | 0.50 | - | 373.30M | 375.69M | +0.64 | +3.35 | +5.24 |
| FY2024Q3 | 2024-06-27 | - | 0.45 | 0.47 | +4.44 | 337.52M | 334.76M | -0.82 | -1.30 | -0.80 |
| FY2024Q2 | 2024-04-04 | - | 0.35 | 0.36 | +2.86 | 316.24M | 312.20M | -1.28 | +0.43 | -0.58 |
| FY2024Q1 | 2024-01-04 | - | 0.38 | 0.40 | +5.26 | 309.28M | 308.68M | -0.19 | +7.83 | +4.24 |
| FY2023Q4 | 2023-10-24 | - | 0.42 | 0.41 | -2.38 | 320.10M | 320.42M | +0.10 | +6.88 | +13.42 |
| - | 2023-06-29 | - | 0.39 | 0.40 | +2.56 | - | - | - | +3.38 | +7.80 |
SMPL Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Simply Good Foods Co reported performance for FY2025Q4, announced on 2025-10-23. The company achieved an EPS of 0.44, compared to analyst estimates of 0.44 by 0.00% . Revenue for the quarter reached 369.04M compared to expectations of 368.58M by 0.12% .
The stock price reacted with a -17.35% one-day change and a -20.75% five-day change following the earnings release. These movements reflect market reaction in Simply Good Foods Co growth trajectory and strategic initiatives.
SMPL Earnings Forecast
Looking ahead, Simply Good Foods Co(SMPL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q1 project quarter revenue of 335.51M and an EPS of 0.36.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Downward by -3.17%, while EPS estimates have been Revise Downward by -5.35%. For the upcoming Q1 2026, revenue estimates have been adjusted Revise Downward by -4.72% . These revisions correlate with a -34.13% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Simply Good Foods Co long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between SMPL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Downward
-3.17%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-5.35%
In Past 3 Month
Revenue Estimates for Q1 2026
Revise Downward
-4.72%
In Past 3 Month
Stock Price
Go Down
-34.13%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:1.45B
--
EPS Estimate-Annual FY 2026:1.90
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Stock Price18.74
SMPL Revenue and EPS Performance: A Historical Perspective
Simply Good Foods Co revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q4 (2025-10-23,Pre-Market):
EPS: 0.44 (Actual) vs.0.44 (Estimate) (0.00%)
Revenue: 369.04M (Actual) vs. 368.58M (Estimate) (0.12%)
Price Reaction: -17.35%(1-Day), -20.75%(5-Day)
FY2025Q3 (2025-07-10,Pre-Market):
EPS: 0.51 (Actual) vs.0.50 (Estimate) (2.00%)
Revenue: 380.96M (Actual) vs. 380.94M (Estimate) (0.00%)
Price Reaction: -0.09%(1-Day), 2.23%(5-Day)
FY2025Q2 (2025-04-09,Pre-Market):
EPS: 0.46 (Actual) vs.0.40 (Estimate) (15.00%)
Revenue: 359.66M (Actual) vs. 354.40M (Estimate) (1.48%)
Price Reaction: 9.16%(1-Day), %(5-Day)
Earnings Reaction
The chart below shows how SMPL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SMPL sees a +1.25% change in stock price 10 days leading up to the earnings, and a +1.93% change 10 days following the report. On the earnings day itself, the stock moves by +0.98%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in AUG/2025, the stock changed -1.79% on the day following the earnings release and then changed by -2.57% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Simply Good Foods Co (SMPL) Q4 2025 Earnings Call Summary
Positive
2025-10-23
The company demonstrates strong sales growth projections, particularly for OWYN and Quest, despite challenges with Atkins. Strategic initiatives in product placement and innovation are promising. However, declining gross margins and the OWYN issue are concerns. The company's balanced capital allocation and share buybacks add positive sentiment. The market cap suggests moderate stock volatility, leading to a positive forecast for the next two weeks.
Simply Good Foods Co (SMPL) Q3 2025 Earnings Call Summary
Neutral
2025-07-10
The earnings call presented mixed signals: OWYN's strong growth and distribution expansion are positive, but Atkins' decline and gross margin pressures offset this. The Q&A revealed uncertainties regarding guidance and fiscal '26 performance, with management's vague responses adding to investor uncertainty. The market cap suggests moderate reactions, leading to a neutral prediction.
Simply Good Foods Co (SMPL) Q2 2025 Earnings Call Summary
Positive
2025-04-15
The earnings call summary highlights several positive factors: EPS exceeded expectations, a strategic acquisition of OWYN, and a $50 million share repurchase program. Despite competitive pressures and supply chain challenges, the positive EPS and acquisition of OWYN, which is expected to drive future growth, are strong indicators. The Q&A reveals some concerns about Atkins' sales guidance, but the company's proactive approach to product innovation and distribution expansion for OWYN suggests optimism. Given the company's market cap, these factors collectively suggest a positive stock price movement over the next two weeks.
Simply Good Foods Co (SMPL) Q2 2025 Earnings Call Summary
Positive
2025-04-09
The earnings call shows strong financial performance with a 15.2% increase in net sales, driven by OWYN's contribution and organic growth. Despite a slight decline in gross margin, the company is repaying debt aggressively, reducing financial risks. The Q&A reveals confidence in OWYN's growth and new product launches, and while there are uncertainties like tariffs and consumer sentiment, the overall outlook is positive. The market cap suggests moderate sensitivity to these factors, leading to a positive stock price prediction.
The Simply Good Foods Company (SMPL) Q1 2025 Earnings Call Summary
Positive
2025-01-08
The earnings call highlights strong revenue growth and stable margins, with a positive outlook for fiscal 2025. The share repurchase program is a strong positive catalyst, and the Q&A session indicates optimism about growth drivers and new product launches. Although there are some uncertainties regarding market conditions and supply chain challenges, the overall sentiment is positive, suggesting a stock price increase of 2% to 8%.
The Simply Good Foods Company (SMPL) Q4 2024 Earnings Call Summary
Positive
2024-10-24
The earnings call reveals strong financial metrics, including a 15% YoY increase in Adjusted EBITDA and positive growth expectations for OWYN. Despite a decrease in net income due to acquisition costs, the guidance remains optimistic, with a projected OWYN sales increase of 20-30%. The Q&A reflects a cautiously optimistic sentiment, with management highlighting innovation and growth potential. The market cap suggests moderate volatility, so the predicted stock price movement is positive (2% to 8%) over the next two weeks.
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FAQ
What were the key highlights of SMPL’s latest earnings report for FY2025Q4?
How did SMPL’s stock price react after the FY2025Q4 earnings release?
What are the revenue and EPS estimates for SMPL for 2026/Q1?
How does SMPL’s stock price correlate with earnings forecast revisions?
What should investors expect from SMPL’s next earnings report?