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Upturn AI SWOT - About
Simply Good Foods Co (SMPL)
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Upturn Advisory Summary
07/11/2025: 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 $40.2
1 Year Target Price $40.2
| 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 07/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.31B USD | Price to earnings Ratio 23 | 1Y Target Price 40.2 |
Price to earnings Ratio 23 | 1Y Target Price 40.2 | ||
Volume (30-day avg) 12 | Beta 0.72 | 52 Weeks Range 30.46 - 40.52 | Updated Date 07/12/2025 |
52 Weeks Range 30.46 - 40.52 | Updated Date 07/12/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.43 |
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 2025-06-25 | When Before Market | Estimate 0.5036 | Actual - |
Profitability
Profit Margin 10.31% | Operating Margin (TTM) 15.93% |
Management Effectiveness
Return on Assets (TTM) 6.75% | Return on Equity (TTM) 8.4% |
Valuation
Trailing PE 23 | Forward PE 17.04 | Enterprise Value 3457721803 | Price to Sales(TTM) 2.34 |
Enterprise Value 3457721803 | Price to Sales(TTM) 2.34 | ||
Enterprise Value to Revenue 2.37 | Enterprise Value to EBITDA 13.93 | Shares Outstanding 100541000 | Shares Floating 92577700 |
Shares Outstanding 100541000 | Shares Floating 92577700 | ||
Percent Insiders 8.31 | Percent Institutions 97.28 |
Upturn AI SWOT
Simply Good Foods Co
Company Overview
History and Background
Simply Good Foods Co was formed in 2016 following the acquisition of Atkins Nutritionals, Inc. The company focuses on developing, marketing, and selling branded nutritional foods and snacking products.
Core Business Areas
- Atkins: Focuses on low-carb, protein-rich nutritional foods and snacks. Products include bars, shakes, frozen meals, and confectionery items.
- Quest Nutrition: Offers protein bars, cookies, chips, and other snacks designed to appeal to consumers seeking healthier alternatives. It was acquired by Simply Good Foods in 2019.
Leadership and Structure
The company is led by a board of directors and an executive team. Key positions include the CEO, CFO, and heads of marketing, sales, and operations. As of the last publicly available information, Joseph Scalzo is the CEO.
Top Products and Market Share
Key Offerings
- Atkins Bars: Low-carb protein bars. Market share in the nutritional bar category is significant, although precise figures fluctuate. Competitors include RXBAR (Kellanova), ONE Brands, and Think!.
- Quest Bars: High-protein, low-carb protein bars. Quest Nutrition holds a substantial market share within the protein bar sector. Competitors include RXBAR (Kellanova), ONE Brands, and Think!.
- Quest Cookies: High-protein cookies. Competitors include Lenny & Larry's.
Market Dynamics
Industry Overview
The nutritional foods and snacking industry is characterized by strong consumer demand for healthier alternatives, increased competition, and evolving dietary trends.
Positioning
Simply Good Foods Co positions itself as a leading provider of nutritional snacking products, focusing on low-carb, high-protein options. Its competitive advantages include strong brand recognition, established distribution channels, and product innovation.
Total Addressable Market (TAM)
The TAM for nutritional foods and snacks is estimated to be in the billions of dollars globally, with a significant portion in North America. Simply Good Foods is well-positioned to capture a significant share of this market through its established brands and innovative product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Atkins and Quest)
- Established distribution network
- Focus on high-growth nutritional snacking category
- Product innovation capabilities
Weaknesses
- Reliance on specific dietary trends (low-carb)
- Potential for increased competition
- Vulnerability to changing consumer preferences
- Higher price point compared to some competitors
Opportunities
- Expansion into new geographic markets
- Development of new product lines
- Strategic acquisitions of complementary businesses
- Increased marketing and promotional efforts
Threats
- Intense competition from established and emerging players
- Changes in consumer dietary trends
- Economic downturns impacting consumer spending
- Regulatory changes impacting food labeling and marketing
Competitors and Market Share
Key Competitors
- Kellanova (K)
- General Mills (GIS)
- Post Holdings (POST)
Competitive Landscape
Simply Good Foods Co competes with larger food companies with broader product portfolios. Its advantage lies in its focus on the nutritional snacking category and strong brand recognition. It needs to continue innovating to stay ahead.
Major Acquisitions
Quest Nutrition
- Year: 2019
- Acquisition Price (USD millions): 1000
- Strategic Rationale: The acquisition of Quest Nutrition expanded Simply Good Foods Co's product portfolio and strengthened its position in the nutritional snacking market.
Growth Trajectory and Initiatives
Historical Growth: The company's growth has been driven by increasing demand for its products and strategic acquisitions.
Future Projections: Future growth is projected to be driven by continued product innovation, expansion into new markets, and increasing brand awareness.
Recent Initiatives: Recent initiatives include new product launches, marketing campaigns, and expansion of distribution channels.
Summary
Simply Good Foods Co is a key player in the nutritional snacking industry driven by strong brands. It's well positioned for growth but faces increased competition and reliance on specific dietary trends. Its success hinges on continued product innovation and market expansion to remain relevant and capture new customers. The company has a strong history of strategic acquisitions and brand building which helps continue organic growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (10-K, 10-Q)
- Market Research Reports
- Earnings Call Transcripts
- Third party financial sites
Disclaimers:
This analysis is based on publicly available information and represents a general overview. It is not financial advice, and investors should conduct their own due diligence before making investment decisions. Market data and estimates can fluctuate and are subject to change.
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 316 | |
Full time employees 316 | |||
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 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 full-size and mini 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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