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The Simply Good Foods Company
The Simply Good Foods Company (SMPL) investor relations material
The Simply Good Foods Company Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary8 Jan, 2026
Executive summary
Q1 net sales were $340.2 million, down 0.3% year-over-year, with Quest up 9.6–12%, Atkins down 16.5–19%, and OWYN down 3.3%, offsetting each other.
Adjusted EBITDA was $55.6 million, down 20.6% year-over-year, due to margin pressures from inflation, tariffs, and higher input costs.
Net income declined 33.7% to $25.3 million, with diluted EPS at $0.26 versus $0.38 last year; adjusted diluted EPS was $0.39.
Share repurchases totaled nearly $150 million for 7.4 million shares fiscal year-to-date, with an additional $200 million repurchase authorization announced.
Full-year outlook for net sales and Adjusted EBITDA reaffirmed, expecting improvement in the second half.
Financial highlights
Gross profit was $109.9 million, down 15.8% year-over-year, with gross margin at 32.3%, down 590 basis points due to higher input costs and tariffs.
Adjusted EBITDA margin was 16.3–16.4%.
Cash flow from operations increased to $50.1 million from $32 million last year.
Net debt to trailing 12-month Adjusted EBITDA was 0.8x.
Cash at period end was $194.1 million; term loan balance at $400 million.
Outlook and guidance
Fiscal 2026 net sales growth expected between -2% and +2%, with Quest and OWYN growth offset by Atkins declines.
Gross margins expected to decline 100–150 basis points; adjusted EBITDA to range from -4% to +1% year-over-year.
Q2 expected to be the weakest quarter, with sequential improvement in gross margin and stronger second half performance.
Capital expenditures for the year expected at $30–$40 million, mainly for Quest salty snacks capacity.
Net interest expense for FY26 expected at $19–21 million; weighted average diluted share count around 96 million.
Explain OWYN's sales vs. retail takeaway gap?
What drives H2 margin expansion confidence?
Rationale for increased debt and share buybacks?
Detail Atkins' GLP-1 strategy and retail impact
Quest Bars reacceleration plan and timing
OWYN: Convert marketing to market share gains?
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Next The Simply Good Foods Company earnings date
Q2 20268 Apr, 2026
The Simply Good Foods Company
Next The Simply Good Foods Company earnings date
Q2 20268 Apr, 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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