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Simply Good Foods Co (SMPL)
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Upturn Advisory Summary
12/19/2025: SMPL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $29.6
1 Year Target Price $29.6
| 7 | Strong Buy |
| 0 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.86% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/19/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.96B USD | Price to earnings Ratio 19.25 | 1Y Target Price 29.6 |
Price to earnings Ratio 19.25 | 1Y Target Price 29.6 | ||
Volume (30-day avg) 12 | Beta 0.37 | 52 Weeks Range 18.45 - 40.01 | Updated Date 12/21/2025 |
52 Weeks Range 18.45 - 40.01 | Updated Date 12/21/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.14% | Operating Margin (TTM) 15.69% |
Management Effectiveness
Return on Assets (TTM) 6.23% | Return on Equity (TTM) 5.86% |
Valuation
Trailing PE 19.25 | Forward PE 10.5 | Enterprise Value 2071742777 | Price to Sales(TTM) 1.35 |
Enterprise Value 2071742777 | Price to Sales(TTM) 1.35 | ||
Enterprise Value to Revenue 1.43 | Enterprise Value to EBITDA 11.05 | Shares Outstanding 94999174 | Shares Floating 91395897 |
Shares Outstanding 94999174 | Shares Floating 91395897 | ||
Percent Insiders 8.64 | Percent Institutions 100.64 |
Upturn AI SWOT
Simply Good Foods Co
Company Overview
History and Background
Simply Good Foods Co. was formed in 2017 through the merger of Simply Good Foods and Atkins Nutritionals, creating a leading global healthy lifestyle brand company. The company focuses on providing convenient, nutritious, and delicious food options. A significant milestone was the acquisition of Quest Nutrition in 2020, expanding its portfolio into the protein bar and cookie segment. This strategic move solidified its position in the nutrition-focused snack market.
Core Business Areas
- Atkins Nutrition: This segment focuses on the iconic Atkins diet and lifestyle brand, offering a range of low-carb, keto-friendly food products including shakes, bars, and convenient meal solutions. These products are designed to support weight management and healthy eating habits.
- Quest Nutrition: This segment encompasses the Quest brand, known for its high-protein, low-net-carb products such as protein bars, protein chips, and protein cookies. Quest products cater to athletes, fitness enthusiasts, and individuals seeking protein-rich snacks without compromising on taste or nutritional goals.
Leadership and Structure
Simply Good Foods Co. is led by a seasoned management team. As of recent reporting, Joseph Scalzo serves as the Chief Executive Officer. The company operates with a matrixed structure, allowing for brand-specific management while leveraging shared corporate functions for efficiency. The board of directors oversees strategic direction and corporate governance.
Top Products and Market Share
Key Offerings
- Description: Low-carb meal replacement bars available in various flavors, designed for convenience and adherence to a ketogenic or low-carb lifestyle. Competitors include brands like ZonePerfect, Clif Bar (though different positioning), and other specific diet-focused snack bars. Market share data for individual product lines is proprietary.
- Product Name 1: Atkins Meal Bars
- Description: High-protein, low-sugar protein bars with a focus on taste and texture, often considered a benchmark in the protein bar category. Competitors include brands like RXBAR, KIND Bars (with some overlap), Bodybuilding.com Signature protein bars, and numerous other sports nutrition brands. Market share data for individual product lines is proprietary.
- Product Name 2: Quest Protein Bars
- Description: Ready-to-drink protein and meal replacement shakes formulated to be low in carbohydrates and sugar, supporting weight management. Competitors include brands like SlimFast, Ensure, Premier Protein, and other specialized nutritional shake companies. Market share data for individual product lines is proprietary.
- Product Name 3: Atkins Shakes
Market Dynamics
Industry Overview
The healthy lifestyle and nutrition-focused food industry is a rapidly growing sector driven by increasing consumer awareness of health, wellness, and dietary trends like keto and low-carb eating. The market is characterized by innovation in product formulation, a demand for convenience, and a strong online retail presence. Key trends include a rise in plant-based options, demand for functional ingredients, and a focus on clean labels.
Positioning
Simply Good Foods Co. is positioned as a leader in the healthy lifestyle food space, particularly within the low-carb and protein-enhanced snack and meal replacement categories. Its competitive advantages lie in its established brand recognition (Atkins) and its strong presence in the rapidly growing functional nutrition segment (Quest Nutrition). The company benefits from a diverse product portfolio that appeals to different consumer needs within the health-conscious market.
Total Addressable Market (TAM)
The global healthy snacks market is a multi-billion dollar industry, with significant growth projected. While specific TAM figures for Simply Good Foods Co.'s niche are proprietary, the broader healthy foods and functional nutrition market is estimated to be in the hundreds of billions of dollars globally. Simply Good Foods Co. holds a significant, albeit not dominant, share within its specialized segments and is well-positioned to capture further growth as these trends continue.
Upturn SWOT Analysis
Strengths
- Strong brand recognition with Atkins and Quest Nutrition.
- Diverse product portfolio catering to different dietary needs (low-carb, high-protein).
- Established distribution channels across major retailers and online platforms.
- Experience in product innovation and adaptation to market trends.
- Acquisition expertise, demonstrated by the successful integration of Quest Nutrition.
Weaknesses
- Reliance on a few key brands.
- Potential for intense competition and price sensitivity in certain product categories.
- Sensitivity to changes in consumer dietary trends or fad diets.
- Higher ingredient costs for specialized nutritional products can impact margins.
Opportunities
- Expansion into international markets.
- Development of new product lines and flavor extensions.
- Growth in e-commerce and direct-to-consumer channels.
- Leveraging data analytics to personalize product offerings and marketing.
- Partnerships with health and fitness influencers and organizations.
Threats
- Intensifying competition from established and emerging brands.
- Changes in government regulations or labeling requirements.
- Economic downturns impacting discretionary spending on premium food products.
- Supply chain disruptions affecting ingredient availability and cost.
- Negative publicity related to specific ingredients or dietary trends.
Competitors and Market Share
Key Competitors
- Herbalife Nutrition (HLF)
- NutriSystem (NTRI)
- The Coca-Cola Company (KO) (through acquisitions/diversification in health beverages)
- PepsiCo (PEP) (through acquisitions/diversification in health snacks)
- General Mills (GIS) (through acquisitions/diversification in healthy snacks)
Competitive Landscape
Simply Good Foods Co. operates in a competitive landscape with both large diversified food conglomerates and specialized nutrition companies. Its strengths lie in its focused brands and appeal to specific dietary niches. However, it faces challenges from companies with greater scale, broader product portfolios, and significant marketing budgets. The company's ability to innovate and adapt to rapidly changing consumer tastes is crucial for maintaining its competitive edge.
Major Acquisitions
Quest Nutrition
- Year: 2020
- Acquisition Price (USD millions): 300
- Strategic Rationale: To expand its portfolio into the high-growth protein bar and sports nutrition market, leveraging Quest's strong brand equity and loyal customer base among fitness enthusiasts.
Growth Trajectory and Initiatives
Historical Growth: Simply Good Foods Co. has experienced significant growth, largely propelled by strategic acquisitions such as Quest Nutrition, which broadened its market reach and product diversification. Organic growth within its existing brands has also been a contributor.
Future Projections: Analyst projections for Simply Good Foods Co. typically indicate continued revenue growth, driven by market expansion, new product introductions, and sustained consumer demand for healthy and functional foods. Profitability is expected to improve with economies of scale and operational efficiencies.
Recent Initiatives: Recent initiatives have focused on expanding e-commerce presence, optimizing supply chains, and introducing new product variations under both the Atkins and Quest brands to cater to evolving consumer preferences and dietary trends. Marketing efforts are also geared towards reinforcing brand loyalty and attracting new customer segments.
Summary
Simply Good Foods Co. is a strong player in the healthy lifestyle food market, bolstered by its well-recognized Atkins and Quest brands. Its strategic acquisition of Quest Nutrition has significantly enhanced its product offerings and market reach. The company benefits from growing consumer demand for nutritious and convenient food options. However, it must remain vigilant against intense competition and evolving consumer trends.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Simply Good Foods Co. Investor Relations
- SEC Filings (10-K, 10-Q)
- Market Research Reports (general industry data)
- Financial News Outlets
Disclaimers:
This JSON output is for informational purposes only and should not be considered financial advice. Market share data and competitor information are estimates and may not reflect precise real-time figures. Financial data and company specifics are subject to change and should be verified through official company sources and professional financial advisors.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Simply Good Foods Co
Exchange NASDAQ | Headquaters Denver, CO, United States | ||
IPO Launch date 2016-07-15 | CEO, President & Director Mr. Geoff E. Tanner | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 328 | |
Full time employees 328 | |||
The Simply Good Foods Company, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names. It also provides confectionery products, such as peanut butter cups, brownies, caramel candy bites, chocolatey coated peanut candies, and caramel candy bars. In addition, the company licenses certain products that contain its brands and logos; and distributes its products to various retail channels, such as mass merchandise, grocery and drug stores, club and convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including questnutrition.com, atkins.com, liveowyn.com, amazon.com and others. The company was incorporated in 2017 and is headquartered in Denver, Colorado.
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