The Simply Good Foods Company (SMPL)

Atkins Intermediate Holdings, LLC • Conyers Park Acquisition Corp., Inc. • NCP-ATK Holdings, Inc. • Atkins Nutritional Holdings, Inc. • Atkins Nutritional Holdings • Simply Good Foods USA, Inc. • Simply Good Foods Canada Inc. • Simply Good Foods Australia PTY LTD • Simply Good Foods NZ Limited • VMG Quest Blocker, Inc. ...

SMPL stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$44.00

Low target

$43.00

High target

$45.00

Latest filings (excl ownership)

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8-K

Departure of Directors or Certain Officers

8 Jan 25

The Simply Good Foods Company Reports Fiscal First Quarter 2025

8 Jan 25

ARS

2024 FY

Annual report to shareholders

12 Dec 24

DEFA14A

Additional proxy soliciting materials

12 Dec 24

29 Oct 24

The Simply Good Foods Company Reports Fiscal Fourth Quarter

24 Oct 24

8-K

The Simply Good Foods Company Names Mike Clawson as Chief Customer Officer

9 Sep 24

8-K

Departure of Directors or Certain Officers

18 Jul 24

Transcripts

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SMPL

Earnings call transcript

2025 Q1

8 Jan 25

SMPL

Earnings call transcript

2024 Q4

24 Oct 24

SMPL

Earnings call transcript

2024 Q3

27 Jun 24

SMPL

Earnings call transcript

2024 Q2

4 Apr 24

SMPL

Earnings call transcript

2024 Q1

4 Jan 24

SMPL

Earnings call transcript

2023 Q4

24 Oct 23

SMPL

Earnings call transcript

2023 Q3

29 Jun 23

SMPL

Earnings call transcript

2023 Q3

29 Jun 23

SMPL

Earnings call transcript

2023 Q2

5 Apr 23

SMPL

Earnings call transcript

2023 Q1

5 Jan 23

Latest ownership filings

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TIMOTHY RICHARD KRAFT

21 Jan 25

TIMOTHY RICHARD KRAFT

20 Nov 24

144

Notice of proposed sale of securities

18 Nov 24

Brian K. Ratzan

14 Nov 24

Timothy Allen Matthews

14 Nov 24

144

Notice of proposed sale of securities

14 Nov 24

144

Notice of proposed sale of securities

14 Nov 24

SC 13G

T. Rowe Price Investment Management, Inc.

14 Nov 24

Financial summary

Financial statements Chart SMPL financial data

Quarter (USD)	Nov 24	Aug 24	May 24	Feb 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Aug 24	Aug 23	Aug 22	Aug 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	121.76 mm	121.76 mm	121.76 mm	121.76 mm	121.76 mm	121.76 mm
Cash burn (monthly)	3.59 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	7.27 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	114.49 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	31.9	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

SMPL institutional ownership history Ownership history

92.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	270	273	-1.1%
Opened positions	31	49	-36.7%
Closed positions	34	53	-35.8%
Increased positions	99	90	+10.0%
Reduced positions	104	104	–

13F shares	Current	Prev Q	Change
Total value	2.86 tn	2.94 tn	-2.9%
Total shares	93.03 mm	91.65 mm	+1.5%
Total puts	81.70 k	202.10 k	-59.6%
Total calls	86.60 k	378.70 k	-77.1%
Total put/call ratio	0.9	0.5	+76.8%

Largest owners	Shares	Value	Change
BlackRock	13.78 mm	$479.02 bn	NEW
Vanguard	10.72 mm	$372.81 bn	-4.9%
T. Rowe Price Investment Management	5.30 mm	$184.18 mm	+54.7%
FMR	5.13 mm	$178.33 bn	+20.0%
Capital World Investors	4.27 mm	$148.41 bn	0.0%
Champlain Investment Partners	4.06 mm	$141.30 bn	+4.0%
STT State Street	3.67 mm	$127.47 bn	+6.0%
Dimensional Fund Advisors	3.46 mm	$120.42 bn	+7.4%
Fuller & Thaler Asset Management	3.45 mm	$119.78 bn	+51.9%
Wellington Management	2.87 mm	$99.85 bn	-0.1%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-13.82 mm	EXIT
BlackRock	13.78 mm	+13.78 mm	NEW
Boston Trust Walden	2.31 mm	+2.31 mm	NEW
T. Rowe Price Investment Management	5.30 mm	+1.87 mm	+54.7%
Woodline Partners	1.83 mm	+1.65 mm	+943.8%
Loomis Sayles & Co L P	0.00	-1.62 mm	EXIT
Balyasny Asset Management	13.53 k	-1.37 mm	-99.0%
Neuberger Berman	26.12 k	-1.24 mm	-97.9%
IVZ Invesco	391.18 k	-1.19 mm	-75.2%
Fuller & Thaler Asset Management	3.45 mm	+1.18 mm	+51.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SMPL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Jan 25	Romitha Mally	Common Stock	Grant	Acquire A	No	No	0	2,215	0.00	2,215
18 Jan 25	Timothy Richard Kraft	Common Stock	Payment of exercise	Dispose F	No	No	33.87	1,898	64.29 k	38,170
18 Nov 24	Timothy Richard Kraft	Common Stock	Sell	Dispose S	No	No	37.6002	76,761	2.89 mm	40,068
18 Nov 24	Timothy Richard Kraft	Common Stock	Option exercise	Acquire M	No	No	19.89	26,907	535.18 k	116,829
18 Nov 24	Timothy Richard Kraft	Common Stock	Option exercise	Acquire M	No	No	16.75	49,854	835.05 k	89,922
18 Nov 24	Timothy Richard Kraft	Options to Purchase Common Stock Common Stock	Option exercise	Dispose M	No	No	19.89	26,907	535.18 k	0
18 Nov 24	Timothy Richard Kraft	Options to Purchase Common Stock Common Stock	Option exercise	Dispose M	No	No	16.75	49,854	835.05 k	50,000
14 Nov 24	Ratzan Brian K.	Common Stock	Sell	Dispose S	No	No	37.3801	50,000	1.87 mm	2,049,387