earnings
confidence high
sentiment positive
materiality 0.70
Simply Good Foods Q2 adj EPS $0.46 beats $0.40 YoY; net sales up 15.2% to $359.7M; reaffirms FY25 guidance
Simply Good Foods Co
2025-Q2 EPS
reported $0.74
vs consensus $0.51
▲ beat
(+44.2%)
- Q2 net sales $359.7M (+15.2% YoY); OWYN contributed $33.8M; organic net sales +4.4%.
- Adjusted EBITDA $68.0M vs $57.8M; adjusted diluted EPS $0.46 vs $0.40.
- FY2025 guidance reaffirmed: net sales +8.5-10.5% YoY; adj EBITDA +4-6%; 53rd week headwind ~2%.
- CFO Shaun Mara to retire July 3, 2025; Christopher J. Bealer hired as SVP Finance to succeed.
- Gross margin 36.2% down 120bps; OWYN non-cash inventory step-up was 10bps headwind.