Highest-materiality recent filing
Simply Good Foods reports Q3 net loss of $52M; Atkins sales down 24.6%; cuts FY2026 outlook
Net sales $357M, down 6.3% YoY; net loss $52M vs net income $41.1M; adjusted EPS $0.42 vs $0.51.
Simply Good Foods posts Q2 net loss $159.7M, impairment $249M; cuts FY2026 outlook
Net sales $326M (-9.4% YoY); Atkins sales down 26.6%, OWYN down 16.8%, Quest flat.
Simply Good Foods reappoints Joe Scalzo as CEO; Tanner departs
Joe Scalzo returns as President and CEO effective Jan 19, 2026, succeeding Geoff Tanner who stepped down Jan 18.
Simply Good Foods Q1 EPS $0.26 vs $0.38; net sales flat; reaffirms FY outlook
Net sales $340.2M (-0.3% YoY); Quest +9.6%, Atkins -16.5%, OWYN -3.3%.
Simply Good Foods enters $150M incremental term loan, extends credit facility maturities
Established $150M incremental term facility for working capital, growth capex, and stock repurchases.
Simply Good Foods Q4 net loss of $12.4M, Atkins impairment $60.9M, FY26 guidance soft
Q4 net sales $369.0M (-1.8%); net loss $12.4M vs income $29.3M; GAAP diluted loss $0.12.
Simply Good Foods reports Q3 net sales +13.8% to $381M; adjusts FY2025 outlook
Q3 net sales $381M (+13.8% YoY); organic growth 3.8% led by Quest.
Q2 net sales $359.7M (+15.2% YoY); OWYN contributed $33.8M; organic net sales +4.4%.
Simply Good Foods reprices term loans, reducing interest rate margins by 50 bps
SOFR-based Initial Term Loans margin cut from 2.50% to 2.00%; ABR-based from 1.50% to 1.00%.
Simply Good Foods CFO Shaun Mara to retire July 3; Christopher Bealer named successor
Shaun P. Mara notified company of retirement effective July 3, 2025; will remain CFO until then.
Simply Good Foods Q1 EPS $0.38 ($0.49 adj.), sales +10.6%; reaffirms FY2025 outlook
Net sales $341.3M (+10.6% YoY); OWYN contributed $32.3M; legacy sales flat due to shipment timing.
Simply Good Foods Q4 adjusted EPS $0.50 vs $0.45, guides FY25 net sales growth 8.5-10.5%
Q4 net sales $375.7M (+17.2% YoY); legacy (ex-OWYN) up 8.1% including extra week.
Simply Good Foods names Mike Clawson as Chief Customer Officer; Jill Short departing
Mike Clawson appointed Chief Customer Officer effective Oct 14, 2024; reports to CEO Geoff Tanner.
Simply Good Foods Q3 EPS beats; raises FY24 adj. EBITDA outlook to ~8% growth; OWYN acquired
Net sales $334.8M (+3.1% YoY); net income $41.3M; diluted EPS $0.41; adjusted diluted EPS $0.50 vs $0.44 YoY.
Simply Good Foods completes $280M acquisition of plant-based RTD shake brand OWYN
Acquired 100% of OWYN for $280M in cash, funded by $250M incremental term loan and balance sheet cash.
Simply Good Foods acquires OWYN for $280M cash; expects ~$120M 2024 net sales
Purchase price of $280M cash for 100% of Only What You Need (OWYN), a plant-based RTD protein shake brand.
Simply Good Foods Q2 net sales +5.3% to $312.2M, adj EPS $0.40, trims FY net sales growth outlook
Q2 net sales $312.2M (+5.3% YoY); reported net income $33.1M, diluted EPS $0.33 vs $0.25.
Simply Good Foods reports Q4 net sales up 16.9% to $320.4M; guides FY2024 growth at 4-6%
Q4 net sales $320.4M (+16.9% YoY); adjusted diluted EPS $0.45 vs $0.36.
Simply Good Foods appoints Geoff E. Tanner as President and CEO, succeeding Joseph E. Scalzo
Geoff E. Tanner appointed President and CEO effective July 7, 2023, succeeding Joseph E. Scalzo.
Q3 net sales up 2.6% to $324.8M; Adj. EBITDA up 5.2% to $66.6M; reaffirms FY2023 outlook
Net sales $324.8M (+2.6% YoY); net income $35.4M ($0.35 diluted EPS); adjusted diluted EPS $0.44 flat YoY.
Simply Good Foods reprices term loans, cuts margin by 75 bps, extends maturity to 2027
SOFR-based loan margin reduced from 3.25% to 2.50%; ABR-based from 2.25% to 1.50%.
Net sales $296.6M vs $296.7M YoY; net income $25.6M vs $18.5M (prior year included warrant remeasurement charge).
Simply Good Foods names Geoff Tanner CEO elect; Scalzo to become Executive Vice Chair
Geoff Tanner appointed President, COO and CEO Elect effective April 3, 2023; to become CEO on July 7, 2023.
Simply Good Foods Q1 net sales +7% to $300.9M, Adj. EBITDA $60.8M vs $65.6M; reaffirms FY outlook
Net sales $300.9M (+7.0%); net income $35.9M vs $21.2M; Diluted EPS $0.36 vs $0.22.
Simply Good Foods appoints Shaun Mara as CFO, replacing Todd Cunfer, effective Oct 27, 2022
Todd Cunfer resigned as CFO effective Oct 27, 2022; will remain for transition.
Simply Good Foods beats Q4 estimates; FY2023 net sales growth seen above 4-6%
Q4 net sales $274.2M (+5.5% YoY); net income $30.1M vs $18.2M; adj. EPS $0.36 vs $0.29.
Simply Good Foods Q3 net sales +11.5% to $316.5M, EPS $0.38; raises FY sales guidance to 14-15%
Net income $38.8M ($0.38 diluted EPS) vs $5.9M ($0.06) in prior year which included a $35.8M warrant charge.
Simply Good Foods adds $50M to buyback; total authorization $76.2M
Board approved $50M increase to existing repurchase program; total available ~$76.2M as of Apr 13, 2022.
Simply Good Foods Q2 net sales +28.7% to $296.7M; raises FY22 sales outlook to 13-15%
Net income $18.5M vs loss $26.2M; diluted EPS $0.18 vs $(0.27); adjusted diluted EPS $0.36 vs $0.25.
Simply Good Foods reprices term loans, reduces interest rate and transitions to SOFR
Repricing Amendment lowers Applicable Rate on Initial Term Loans and resets prepayment premium for six months.
Simply Good Foods reprices $431.5M term loan; margin cut 50 bps to SOFR+3.25%
Repriced $431.5M term loan; margin reduced from LIBOR+3.75% to SOFR+3.25%, plus credit spread adjustment of 10-25 bps.
Net sales $281.3M (+21.7%); Atkins & Quest retail takeaway +7.7% and +36.2% in measured channels.
Simply Good Foods Q4 sales up 16.9%, adj. EPS $0.29, guides FY22 sales +8-10%
Net sales $259.9M (+16.9% YoY), gross margin 40.2% (+60 bps), net income $18.2M vs loss $39.3M.
Simply Good Foods Q3 net sales up 32% to $284M; raises FY21 outlook
Adjusted Diluted EPS $0.43 vs $0.26 YoY; GAAP EPS $0.06 due to $35.8M non-cash warrant charge.
on May 23, 2025, The Simply Good Foods Company (the “Company”) appointed Christopher J. Bealer as the Company’s Chief Financial Officer effective July 3, 2025.
on January 28, 2025, the Company announced the hiring of Mr. Christopher J. Bealer as Senior Vice President of Finance of the Company, as of April 1, 2025.
On January 27, 2025, Shaun P. Mara, Chief Financial Officer of The Simply Good Foods Company (the “Company”), notified the Company of his decision to retire effective July 3, 2025.
Also effective October 14, 2024, Jill M. Short, the Company’s current Chief Customer Officer and a named executive officer of the Company, will transition to a strategic advisory role for the Company and will continue to report to Mr. Tanner until her departure on November 30, 2024.
On September 9, 2024, The Simply Good Foods Company (the “Company”) announced the appointment of Mike Clawson as its new Chief Customer Officer, effective October 14, 2024.
Ms. Linda M. Zink, currently the Chief Growth Officer and a named executive officer, will depart the Company effective September 1, 2024.
appointed Geoff E. Tanner as the Company’s President and Chief Executive Officer succeeding Joseph E. Scalzo.
In connection with this CEO transition, the Board also appointed Mr. Scalzo as Executive Vice Chair of the Board, and David West stepped down as Vice Chair of the Board.
David West stepped down as Vice Chair of the Board.
Upon Mr. Scalzo’s appointment as Executive Vice Chair, David J. West, will step down from the position of Vice Chair of the Board, but is expected to continue to serve as an independent director of the Company.
Geoff Tanner, formerly Chief Commercial and Marketing Officer at The J.M. Smucker Company (“ Smucker ”), has been named President, Chief Operating Officer and CEO Elect of the Company and a member of the Company’s Board of Directors (the “ Board ”), effective April 3, 2023.
At the time of the Chief Executive Officer succession, Mr. Scalzo will be appointed as Executive Vice Chair of the Board and is expected to serve in this role through August 31, 2024
Max materiality 0.85 · Median 0.65 · Most common event earnings