Simply Good Foods (SMPL)
Sells Quest, Atkins, and OWYN protein snacks and shakes for North American retail channels.
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Sells protein bars, ready-to-drink shakes, snacks, powders, and low-sugar sweets under Quest, Atkins, and OWYN. Sales are concentrated in North America, and execution depends on retail distribution, third-party manufacturing, innovation, and the Atkins reset.
Markets Quest, Atkins, and OWYN across protein bars, ready-to-drink shakes, protein snacks, powders, and low-sugar sweets. The portfolio is built around everyday high-protein, lower-sugar and low-carbohydrate occasions rather than broad grocery categories.
Sales are concentrated in North America through mass, grocery, club, drug, small-format, and e-commerce channels. Operations are asset-light, with manufacturing, logistics, and much of transportation handled through outside partners.
Execution depends on product innovation, brand awareness, retail distribution, and shelf productivity. Quest and OWYN have been the growth engines, while Atkins is undergoing a distribution and assortment reset.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 26, 2026 | Jefferies | Target | Target: $17 | Target: $15 |
| Aug 26, 2026 | Truist Financial | Target | Target: — | Target: $11 |
| Jul 10, 2026 | UBS | Target | Target: $12 | Target: $15 |
| Jul 10, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $13 | Target: $14 |
| Jul 10, 2026 | DA Davidson | Reiterate | Rating: —Target: $38 | Target: $14 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 30, 2026Cash & short-term investments $123.9M · Total debt $397.0M · Total assets $2.06B · Shareholders' equity $1.42B
- Revenue
- $357.0M
- Operating income
- −$49.9M
- Net income
- −$52.0M
No dividends on record.
| Institutions | ≈ 97.34% | 86.11M shares | |
|---|---|---|---|
| 307 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.49% | 3.09M shares | |
| 21 holders · as of Jul 24, 2026 | |||
| Strategic holders | 14.58% | 12.90M shares | |
| 1 holder · as of Jan 27, 2022 | |||
| Adds to | 115.41% | ||
88.46M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 115.41%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.40% | 13.62M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 14.58% | 12.90M | filed Jan 27, 2022 |
Vanguard Portfolio Management LLCInstitution | 6.23% | 5.51M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.18% | 3.70M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.90% | 3.45M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 14, 2026 | Clayton C. Jr Daley | director | +10,000 | $11.78 |
| Apr 23, 2026 | James M. Kilts | director | +80,000 | $12.39 |
| Nov 17, 2025 | Michael L. Clawson | officer: Chief Commercial Officer | +5,000 | $20.00 |
| Nov 11, 2025 | Timothy Allen Matthews | officer: VP, Controller and CAO | −5,859 | $19.47 |
| Nov 6, 2025 | Christopher J. Bealer | officer: Chief Financial Officer | +9,946 | $20.01 |
- BellRing Brands
Closest protein-shake and powder pure-play rival
- Mondelez International
Scaled protein-bar and better-for-you snack competitor
- General Mills
Mainstream bar and keto-snack competitor
- Coca-Cola
RTD protein-shake rival through fairlife/Core Power
- PepsiCo
Functional beverage and protein-snack adjacency
- Hershey
Protein-bar and low-sugar confectionery overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Simply Good Foods | $10.02 | +0.61% | $880.9M | — | 6.0 | 0.6 | −6.3% |
| BellRing Brands | $8.95 | −0.06% | $1.04B | 6.3 | 7.4 | 0.4 | +4.2% |
| Mondelez International | $60.97 | +1.33% | $76.80B | 22.2 | 18.9 | 1.9 | +4.1% |
| General Mills | $35.43 | +0.06% | $18.90B | — | 11.7 | 1.0 | +1.2% |
| Coca-Cola | $88.61 | +1.70% | $374.84B | 26.2 | 26.1 | 7.5 | +6.7% |
| PepsiCo | $130.73 | +0.88% | $177.02B | 17.0 | 15.0 | 1.8 | +6.4% |
| Hershey | $168.36 | +0.27% | $34.05B | 22.9 | 18.2 | 2.8 | +6.6% |
| Median | 22.2 | 16.6 | 1.9 | +5.3% |