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The Simply Good Foods Company (SMPL) investor relations material
The Simply Good Foods Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Oct, 2025
Executive summary
Fiscal 2025 net sales rose 9% to $1,450.9M, with 3% organic growth and adjusted EBITDA up 3.4% year-over-year; Quest and OWYN now comprise nearly 75% of net sales, both growing double digits.
Integration of OWYN largely completed, with investments in talent, innovation, and supply chain; $150M term loan repaid and over $50M in stock repurchased.
Net income for FY25 was $103.6M, down from $139.3M, reflecting a $60.9M non-cash impairment charge for Atkins.
Facing near-term headwinds: Atkins brand distribution losses, inflationary pressures, and tariffs.
Board approved a $150M increase to the stock repurchase program, with $171M remaining as of October 23, 2025.
Financial highlights
FY25 reported net sales: $1,450.9M, up 9%; organic net sales up 3%; Q4 net sales: $369M, down 1.8% year-over-year.
FY25 gross profit: $525.7M (36.2% margin), up 2.8%; Q4 gross profit: $126.6M, down 13.3%, with gross margin at 34.3%.
FY25 adjusted EBITDA: $278.2M (19.2% margin), up 3.4%; Q4 adjusted EBITDA: $66.2M, down 14.5%.
FY25 net income: $103.6M (7.1% margin), down 25.6% year-over-year; Q4 net loss: $12.4M, mainly due to a $60.9M impairment charge.
FY25 adjusted diluted EPS: $1.92, up 4.9%; full-year diluted EPS: $1.02, down 26.1%.
Outlook and guidance
FY26 net sales expected to range from -2% to +2%, with Quest and OWYN growth offset by Atkins decline.
Gross margins projected to decline 100–150 bps; adjusted EBITDA expected between -4% and +1% year-over-year.
First half of FY26 to be weaker due to pricing elasticity, Atkins distribution losses, and inflation; second half expected to improve as cocoa costs decline and productivity gains materialize.
Q1 FY26 gross margin expected to decline nearly 600 bps year-over-year; Q4 expected to be the strongest.
Increased marketing spend planned for Quest and OWYN, especially to build OWYN brand awareness.
Atkins brand turnaround strategy?
What drives the FY26 margin decline?
FY26 capital allocation priorities
What is the long-term profitability outlook for Atkins?
OWYN's full recovery timeline and growth reacceleration?
What is the expected ROI on Salty snacks capacity CapEx?
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Next The Simply Good Foods Company earnings date
Q1 20267 Jan, 2026
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Frequently asked questions
The Simply Good Foods Company manufactures, markets, distributes, and sells functional food and snack products in North America and internationally. The company's product portfolio includes snacks under the Atkins, Atkins Endulge, Atkins Harvest Trail, SimplyProtein, Atkins AdvantEDGE Carb Control, and Atkins Frozen items brand names; and grocery products under the Atkins Culinary Creations brand name. It offers its products through various distribution channels comprising mass merchandisers, club stores, grocery stores, natural food channels, drugstores and convenience stores. The company was formerly known as New Castle Brands Inc. and changed its name to The Simply Good Foods Company in July 2017. The Simply Good Foods Company was incorporated in 1985 and is based in Denver, Colorado
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