earnings
confidence high
sentiment negative
materiality 0.70
Simply Good Foods Q4 net loss of $12.4M, Atkins impairment $60.9M, FY26 guidance soft
Simply Good Foods Co
2025-FY EPS reported
$1.02
revenue$1,450,920,000
- Q4 net sales $369.0M (-1.8%); net loss $12.4M vs income $29.3M; GAAP diluted loss $0.12.
- Atkins brand impairment of $60.9M non-cash charge driven by challenging FY and lower revenue outlook.
- FY26 outlook: net sales -2% to +2%, gross margin down 100-150bps, Adjusted EBITDA -4% to +1%.
- Board approved $150M share repurchase increase; $171M available as of Oct 23, 2025.
- Net debt/Adjusted EBITDA ratio improved to 0.5x; $240M term loan repaid since OWYN acquisition.
item 2.02item 9.01