The Simply Good Foods Company (SMPL)

From the record

The Simply Good Foods Company's filings since 2017 show 3 warning events of 2 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-05-14); an auditor change (8-K item 4.01, 2 times, the latest 2019-02-28) (its current reports).

From the record

The Simply Good Foods Company's 9 filed years say what it did: revenue went from $438 million in fiscal 2018 to $1.4 billion in fiscal 2026, up 15.2% a year; it rose in 7 of 8 years; the deepest fall was 7% from fiscal 2025 to fiscal 2026; net income was positive in 7 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-08-29, The Simply Good Foods Company's diluted share count shrank about 2.9% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 3 purchases of their own stock on the open market in the year to 2026-11-10, buying about $1 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-08-29, The Simply Good Foods Company lost about 11 cents for every dollar of shareholders' money, and gross profitability: its products earned about 22 cents per dollar of everything the company owns. Leverage: it owed about 29 cents per dollar of assets, and net share issuance: its share count shrank 9.0% over the year (the filed statements).

From the record

The Simply Good Foods Company's standing among 19 graded names in its industry family: revenue of $1.4 billion in fiscal 2026 ranks in the top 38% by size; a net margin of -11.5% ranks in the bottom 45%; revenue growth of 3% a year over the last 3 filed years ranks in the bottom 42% (its annual reports).

From the record

The Simply Good Foods Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Scalzo, Joseph (President and CEO, as filed), filing under that title since 2026-01-21, 10 months (bottom 32% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 7.3 years (top 12%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 43%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

The Simply Good Foods Company's room to grow, from the newest filed statements (fiscal 2026): cash of $138 million against debt of $347 million leaves -10.3% of its assets as net cash, top 45% of its family; cash from operations less capital spending is 11.6% of revenue (top 3%); a gross margin of 32.6% (top 26%); research spending of 0.4% of revenue (bottom 11%) (its annual report).

From the record

The Simply Good Foods Company's growth drivers, from the filed years to fiscal 2026: revenue grew 3% a year over the last three filed years against 15.2% over all 9, slowing (bottom 21% of its family); the newest year grew -6.5% (bottom 15%); research spending grew 11.1% a year (top 19%); capital spending grew 27.6% a year (top 26%) (its annual reports). The Simply Good Foods Company tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

The Simply Good Foods Company's newest year against its own record: revenue of $1.4 billion in fiscal 2026 came in 13.4% below the $1.6 billion its prior three years' pace pointed to (bottom 22% of its family); net income of $156 million against a prior three-year average of $125 million (bottom 15%); a net margin of -11.5% against 9.5% before (bottom 16%) (its annual reports).