Short-term fundamentals are deteriorating; traders should monitor execution on cost restructuring and marketing improvements. The stock may face pressure until tangible progress is shown on margin recovery and retail takeaway.
Price Chart
Executive Summary
Simply Good Foods reported a significant loss of $159.7M in Q2 FY2026 with a 9.4% YoY revenue decline to $326.0M, missing consensus revenue of $343.9M. A $249M non-cash impairment charge and lowered full-year guidance signal deep operational challenges, despite management's turnaround plan.
Key Financial Metrics
Key Facts
- Reported Q2 net sales of $326.0M, down 9.4% YoY and $17.9M below $343.9M consensus
- Net loss of $159.7M vs. net income of $36.7M in prior year, driven by $249M brand impairment charge
- Adjusted EPS of $0.45 missed consensus of $0.40 but trailed prior year's $0.46
- Full-year FY2026 revenue guidance cut to $1.31B–$1.35B (-10% to -7% YoY), with Adjusted EBITDA outlook down 22%-19%
- Gross margin declined 460 bps to 31.6%, driven by input cost inflation and OWYN quality issues
Financial Impact
Revenue down $17.9M vs. consensus, $249M non-cash impairment, full-year EBITDA guidance cut by ~$60M
Risk Factors
- Continued erosion in Atkins/OWYN brands not offset by Quest growth
- Tariff and input cost inflation persisting beyond expectations
- Failure to improve marketing execution and household penetration
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3270772 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $10.78 | awaiting T+5 | — | $10.09 (+6.40%) |
Oct 27, 2026 today | Press Release | $11.09 | awaiting T+5 | — | $10.09 (+9.02%) |
Oct 6, 2026 21d ago | Press Release | $9.96 $10.55 | ▲ +5.87% | ▲ +6.01% | $10.09 (+1.31%) |
Jul 9, 2026 15w ago | 8-K | $13.01 $12.07 | ▲ +7.23% | ▲ +7.09% | $10.09 (+22.44%) |
Jul 9, 2026 15w ago | Press Release | $13.01 $12.07 | ▲ +7.23% | ▲ +7.09% | $10.09 (+22.44%) |
Jun 18, 2026 18w ago | Press Release | $12.63 $12.29 | ▼ −2.69% | ▼ −1.03% | $10.09 (−20.11%) |
Jun 11, 2026 19w ago | Institutional Cluster | $12.64 $12.14 | ▼ −3.96% | ▼ −4.39% | $10.09 (−20.17%) |
Apr 21, 2026 27w ago | 8-K | $12.41 $13.79 | ▲ +11.12% | ▲ +10.04% | $10.09 (−18.69%) |
Apr 9, 2026 28w ago | 8-K | $11.80 $11.61 | ▲ +1.61% | ▲ +4.80% | $10.09 (+14.49%) |
Apr 9, 2026 28w ago | Press Release | $11.80 $11.61 | ▲ +1.61% | ▲ +4.80% | $10.09 (+14.49%) |
US Market Status
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