SMPL Earnings Prediction
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 +0.52% change in stock price 10 days leading up to the earnings, and a +2.79% change 10 days following the report. On the earnings day itself, the stock moves by +1.46%. This data can give you a slight idea of what to expect for the next quarter's release.
SMPL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
341.27M
10.56%
-9.16%
Gross Margin
37.02%
3.18%
-1.88%
Operating Margin
17.64%
4.32%
4.56%
Net Margin
11.17%
-3.04%
43.21%
EPS
0.38
8.57%
31.03%
No Data Available
SMPL Earnings Analysis
Simply Good Foods Co Corporation (SMPL.O) Earnings Conference Call
Positive
Sales Increase Driven by Acquisition: Net sales increased by 10.6% to $341.3 million, primarily driven by the OWYN acquisition.
Gross Margin Improvement: First quarter gross margin was 38.2%, a 90 basis point increase versus last year.
EBITDA Growth Performance: Adjusted EBITDA grew by 13.1%, reflecting strong performance across segments.
Nutritional Snacking Growth: The nutritional snacking category continued to grow at about 12%, driven largely by volume increases.
Retail Takeaway Growth: Quest's retail takeaway growth was solid across all major channels, with a 10% increase.
Negative
First Quarter Sales Growth: Total Simply Good Foods first quarter net sales of $341.3 million increased 10.6% versus last year, primarily driven by the OWYN acquisition.
Stable Net Sales: Legacy Q1 net sales of $309 million was about the same as the year ago period.
Shipment Timing Impact: Atkins was in line with our estimates and Quest was less than planned due to the timing of shipments that occurred subsequent to the end of the first quarter.
Shipment Timing Impact: We estimate the timing of shipments that slipped into the second quarter was about a 3 percentage point miss and non-price display and promotion captured between gross and net sales was a 1 percentage point headwind to growth.
Cost Increase Factors: The increase was primarily due to higher legacy employee-related costs and corporate expenses the inclusion of OWYN as well as business combination and integration expenses.
SMPL FAQs
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SMPL Earning Call Sentiment
The Simply Good Foods Company (SMPL) Q1 2025 Earnings Call Transcript
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SMPL.O
0.34%Positive
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%.
