SMPL at a glance
Simply Good Foods Co (SMPL, SEC CIK 1702744) filed its latest 10-K annual report on October 28, 2025, a 10-Q quarterly report on July 9, 2026, an 8-K current report on July 9, 2026 and Form 4 insider filings as recently as July 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 30, 2025 (FY2025), Simply Good Foods Co (SMPL) reported revenue of $1.5 billion (up 9.0% from FY2024) and net income of $103.6 million. Diluted EPS was $1.02.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Simply Good Foods Co (SMPL) shares worth $554.0 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by KILTS JAMES M on April 23, 2026 of 80,000 shares at $12.39 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +9.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $554.0M · +2 vs prior quarter
- Latest 8-K
- Jul 9, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 30, 2025
Business Overview
- Core business model: protein-rich, low-carb nutritious snacking products marketed mainly under Quest, Atkins, and OWYN brands
- New OWYN brand acquisition in June 2024 expanding plant-based, allergen-tested RTD shakes and powders segment
- Strategic marketing shift to target consumers using FDA-approved weight management medications alongside traditional health-focused buyers
- Fiscal 2025 sales heavily concentrated: Walmart 31%, Amazon 18%, with e-commerce channel ~19-26% by brand, reflecting distribution expansion
- Asset-light model driving strong free cash flow; 57% of selling & marketing expense allocated to advertising in FY 2025
Risk Factors
- Regulatory risk from OWYN Acquisition integration under FTC scrutiny of brand and product compliance
- Macroeconomic exposure to unfavorable commodity expense increases reducing gross profit margin despite sales growth
- Supply chain dependence on contract manufacturing partners for raw ingredients, packaging, and warehousing costs
- Market disruption risk from declining Atkins brand distribution amid consumer preference shifts benefiting competitors
- Financial risk from transaction costs and impairment charges related to OWYN Acquisition impacting adjusted EBITDA margins
Management Discussion & Analysis
- Net cash from operations $178.5M, down $37.2M YoY from $215.7M, driven by working capital use increasing $51.9M
- Income from operations $156.9M vs $206.5M, operating expenses rose due to impairment loss, partially offset by higher gross profit
- Investing cash use $20.9M vs $286.9M prior, prior year includes $280.4M OWYN acquisition, current year $20.5M capex at manufacturing facilities
- Financing cash used $191.2M vs $115.9M provided prior, includes $150M term loan principal payments and $50.9M repurchases of common stock
- Management cautious on future revenue projections, performed impairment on Atkins brand and certain intangibles due to reduced outlook
AI summary of the SMPL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 30, 2026
Management Discussion & Analysis
- Quarterly revenue $357.0M, down 6.3% YoY from $381.0M, driven by Atkins distribution declines
- Gross margin 32.5% vs 36.4% YoY, down 390 basis points; operating margin (14.0%) vs 15.6%
- Quest best performer with volume-driven growth; Atkins worst with distribution-related declines
- Adjusted EBITDA $57.2M, down 22.5% YoY from $73.9M
- $82.0M impairment charge; margins pressured by higher input costs, tariffs, inflation, and supply-chain challenges
Risk Factors
- No risk-factors section provided in submitted filing text
- No newly added, updated, regulatory, operational, competitive, market, or financial risk disclosed in available excerpt
AI summary of the SMPL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results covered period ended May 30, 2026
- Detailed financial results available in Exhibit 99.1 and investor presentation
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual Say-on-Pay votes adopted following stockholder preference and Board recommendation
- Policy remains in effect until the next required non-binding frequency vote
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CHRO and named executive Amy Held departing by June 1, 2026 amid corporate realignment
- Severance benefits payable under the Third Amended and Restated Executive Severance Plan
AI summaries of SMPL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SMPL
Don't miss the next SMPL filing
- Alerts as it files. A push when SMPL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SMPL, by share count.
- Ask anything. An AI agent that reads every SMPL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KRAFT TIMOTHY RICHARD | A | Jul 22, 2026 | 88,081 | - |
| Bealer Christopher J | A | Jul 22, 2026 | 73,361 | - |
| WEST DAVID J | G | May 12, 2026 | 261,000 | - |
| WEST DAVID J | G | May 12, 2026 | 87,000 | - |
| KILTS JAMES M | Buy | Apr 23, 2026 | 80,000 | $12.39 |
| Bealer Christopher J | F | Apr 16, 2026 | 2,361 | $11.61 |
| Held Amy C | F | Mar 4, 2026 | 1,891 | $16.38 |
| Ratzan Brian K. | A | Jan 28, 2026 | 6,500 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.5B |
| Gross Profit | - | $511.6M | $525.7M |
| Operating Income | - | $206.5M | $156.9M |
| Net Income | - | $139.3M | $103.6M |
| Gross Margin | - | 38.4% | 36.2% |
| Op. Margin | - | 15.5% | 10.8% |
| Net Margin | - | 10.5% | 7.1% |
| Balance Sheet | |||
| Total Assets | $2.1B | $2.4B | $2.4B |
| Equity | - | $1.7B | $1.8B |
| ROE | - | 8.1% | 5.7% |
| Per Share | |||
| EPS | - | $1.38 | $1.02 |
| Cash Flow | |||
| Operating CF | - | $215.7M | $178.5M |
| CapEx | $11.6M | $5.7M | $20.5M |
Source: XBRL data in Simply Good Foods Co (SMPL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SMPL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $554.0M |
| Q1 2026 | 29 | $611.8M |
| Q4 2025 | 29 | $999.5M |
| Q3 2025 | 30 | $1.23B |
| Q2 2025 | 28 | $1.60B |
| Q1 2025 | 26 | $1.28B |
| Q4 2024 | 22 | $1.29B |
| Q3 2024 | 19 | $441.6M |
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- FMR LLC (Fidelity)−2.22M (-79%)
- Dimensional Fund Advisors−1.92M (-64%)
- Ameriprise Financial−987.7K (-78%)
- T. Rowe Price Group−829.2K (-86%)
- Bank of America Corp−536.0K (-52%)
- Two Sigma Investments+795.5K
- Citadel Advisors LLC+154.2K
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- Bridgewater Associates LP−110.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SMPL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 10-Q | Jul 9, 2026 | May 30, 2026 | Analysis | |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | May 13, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 24, 2026 | - | - | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 4 | Apr 17, 2026 | - | - | - |
| 10-Q | Apr 9, 2026 | Feb 28, 2026 | Analysis | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
| 8-K | Feb 2, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 21, 2026 | - | - |
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SMPL SEC filings: frequently asked questions
Which institutions hold SMPL stock?
As of June 30, 2026, the largest Simply Good Foods Co (SMPL) holders among the 13F filers tracked by SignalX were BlackRock ($180.9 million), Vanguard Portfolio Management LLC ($73.1 million), Vanguard Capital Management LLC ($49.1 million), State Street Corp ($45.8 million), Goldman Sachs Group ($32.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SMPL's revenue in fiscal year 2025?
For the fiscal year ended August 30, 2025 (FY2025), Simply Good Foods Co (SMPL) reported revenue of $1.5 billion (up 9.0% from FY2024) and net income of $103.6 million. Diluted EPS was $1.02. The figures come from the XBRL data in the 10-K.
What are the main risks in SMPL's latest 10-K?
In the 10-K filed October 28, 2025, Simply Good Foods Co (SMPL) flagged: Regulatory risk from OWYN Acquisition integration under FTC scrutiny of brand and product compliance. Macroeconomic exposure to unfavorable commodity expense increases reducing gross profit margin despite sales growth. (AI summary of the Risk Factors section.)
What did SMPL report in its latest 8-K?
Simply Good Foods Co (SMPL) filed an 8-K on July 9, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q3 2026 results covered period ended May 30, 2026.
What are the latest SMPL SEC filings?
Simply Good Foods Co (SMPL) filed its latest 10-K annual report on October 28, 2025, a 10-Q quarterly report on July 9, 2026, an 8-K current report on July 9, 2026 and a Form 4 insider filing on July 24, 2026.
What is SMPL's SEC CIK number?
Simply Good Foods Co (SMPL)'s SEC Central Index Key (CIK) is 1702744. EDGAR lists every SMPL filing under that number.
Ask anything about SMPL
The research agent reads SMPL's filings, financials, insider trades and 13F holders, then answers with sources.