May 2026 (Q3 FY26) — Jul 9, 2026
The Simply Good Foods Company Q3 FY26 — Turnaround Progress Amidst Declining Sales and Margins
Read the full callSimply Good Foods (SMPL) earnings
- May 2026
- May 2026 (Q3 FY26)
- Aug 2025
Simply Good Foods earnings: last reported Thu, 9 Jul 2026, for the quarter ended May 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 357 | −6.3% YoY | Quarterly, as filed | Quarter to May 2026 | Revenue from operations as filed. |
| Operating margin | -14.0 | −29.5 pts YoY | Operating profit / revenue | Quarter to May 2026 | For the quarter; a change is in percentage points. |
| Net profit | -52.0 | −226.4% YoY | Quarterly, as filed | Quarter to May 2026 | Profit after tax as filed. |
Price
$11 −1.70% · −$0.19
Performance −55.2% 1Y
1Y: $24.56 on 17 Oct 2025 → $11. High $25.44 (21 Oct 2025), low $9.43 (24 Sept 2026).
- Previous close
- $11.19
- 52-week range
- $9.43 – $25.44
- One year
- −56.26%
Overview
- Symbol
- SMPL
- Sector
- Consumer Staples
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Simply Good Foods earnings calls (SMPL)
Financials
What the filings say
Net profit, year on year: −226% (quarter to may 2026 against may 2025).
| Line item | Aug 2024 | Nov 2024 | Mar 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 376 | 341 | 360 | 381 | 369 | 340 | 326 | 357 |
| Operating profit | 48 | 55 | 55 | 59 | -12 | 38 | -213 | -50 |
| Operating margin | 12.7% | 16.0% | 15.2% | 15.6% | −3.2% | 11.1% | −65.4% | −14.0% |
| Other income | -7 | -7 | -6 | -5 | -4 | -4 | -5 | -5 |
| Interest | 9 | 8 | 6 | 5 | 4 | 4 | 6 | 6 |
| Profit before tax | 41 | 48 | 49 | 55 | -15 | 34 | -218 | — |
| Tax rate | 28.3% | 20.0% | 25.0% | 24.9% | 20.2% | 25.3% | 26.8% | — |
| Net profit | 29 | 38 | 37 | 41 | -12 | 25 | -160 | -52 |
| EPS ($ per share) | — | 0.38 | 0.36 | 0.41 | — | 0.26 | -1.73 | -0.58 |
| Line item | Aug 2018 | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 25 | -1 | 65 | 106 | 214 | 348 | 487 | 591 |
| Total liabilities | 302 | 429 | 869 | 863 | 656 | 526 | 709 | 589 |
| Fixed assets | 3 | 2 | 12 | 17 | 18 | 25 | 25 | 40 |
| Total assets | 975 | 1,142 | 2,008 | 2,052 | 2,094 | 2,097 | 2,436 | 2,396 |
| Line item | Aug 2018 | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 61 | 73 | 59 | 132 | 111 | 171 | 216 | 178 |
| Cash from investing | -4 | -2 | -984 | -3 | -8 | -12 | -287 | -21 |
| Cash from financing | -2 | 83 | 755 | -150 | -110 | -139 | 116 | -191 |
| Net cash flow | 56 | 155 | -170 | -20 | — | — | — | — |
| Capital expenditure | -2 | -1 | -2 | -6 | -5 | -12 | -6 | -21 |
| Free cash flow | 59 | 72 | 57 | 126 | 105 | 160 | 210 | 158 |
Insider filings
36 filings between Nov 6, 2025 and Jul 22, 2026.
Open market
decisions to buy or sellPurchases
$1.41M
4 purchases by 4 insiders
Sales
$114.1K
1 sale by 1 insider
Compensation
not trading decisions- 21
- Award — granted as compensation
- 8
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| KILTS JAMES M | $991.5K | — | Apr 23, 2026 |
| Bealer Christopher J | $199.0K | — | Nov 6, 2025 |
| DALEY CLAYTON C JR | $117.8K | — | May 14, 2026 |
| Matthews Timothy Allen | — | $114.1K | Nov 11, 2025 |
| Clawson Michael L | $100.0K | — | Nov 17, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 22, 2026 | KRAFT TIMOTHY RICHARD Chf Administrative Officer | Award | 88,081 | $0 |
| Jul 22, 2026 | Bealer Christopher J Chief Financial Officer | Award | 73,361 | $0 |
| May 14, 2026 | DALEY CLAYTON C JR Director | Purchase | 10,000 | $117.8K |
| May 12, 2026 | WEST DAVID J Director | Gift | 87,000 | $0 |
| May 12, 2026 | WEST DAVID J Director | Gift | 261,000 | $0 |
| Apr 23, 2026 | KILTS JAMES M Director | Purchase | 80,000 | $991.5K |
| Apr 16, 2026 | Bealer Christopher J Chief Financial Officer | Tax withheld | 2,361 | $27.4K |
| Mar 4, 2026 | Held Amy C SVP and CHRO | Tax withheld | 1,891 | $31.0K |
| Jan 28, 2026 | DALEY CLAYTON C JR Director | Award | 6,500 | $0 |
| Jan 28, 2026 | WHITE JAMES D Director | Award | 6,500 | $0 |
| Jan 28, 2026 | WEST DAVID J Director | Award | 6,500 | $0 |
| Jan 28, 2026 | Montgomery Robert G. Director | Award | 6,500 | $0 |
| Jan 28, 2026 | Schena Joseph J Director | Award | 6,500 | $0 |
| Jan 28, 2026 | Mally Romitha Director | Award | 6,500 | $0 |
| Jan 28, 2026 | Ratzan Brian K. Director | Award | 6,500 | $0 |
| Jan 28, 2026 | RITTERBUSH DAVID W Director | Award | 6,500 | $0 |
| Jan 28, 2026 | GOOLSBY MICHELLE P Director | Award | 6,500 | $0 |
| Jan 28, 2026 | KILTS JAMES M Director | Award | 6,500 | $0 |
| Nov 17, 2025 | Clawson Michael L Chief Commercial Officer | Purchase | 5,000 | $100.0K |
| Nov 11, 2025 | Matthews Timothy Allen VP, Controller and CAO | Sale | 5,859 | $114.1K |
| Nov 8, 2025 | Tanner Geoff E President and CEO | Tax withheld | 6,235 | $124.6K |
| Nov 8, 2025 | Tanner Geoff E President and CEO | Award | 62,405 | $0 |
| Nov 8, 2025 | Held Amy C SVP and CHRO | Tax withheld | 1,153 | $23.0K |
| Nov 8, 2025 | Held Amy C SVP and CHRO | Award | 14,277 | $0 |
| Nov 8, 2025 | Matthews Timothy Allen VP, Controller and CAO | Award | 1,025 | $0 |
| Nov 8, 2025 | Matthews Timothy Allen VP, Controller and CAO | Tax withheld | 452 | $9.0K |
| Nov 8, 2025 | Matthews Timothy Allen VP, Controller and CAO | Award | 3,656 | $0 |
| Nov 8, 2025 | KRAFT TIMOTHY RICHARD Chf Legal & Corp. Dev. Of. | Tax withheld | 1,894 | $37.9K |
| Nov 8, 2025 | KRAFT TIMOTHY RICHARD Chf Legal & Corp. Dev. Of. | Award | 3,334 | $0 |
| Nov 8, 2025 | Heflin Stuart E. Jr. SVP & General Manager, Quest | Award | 1,472 | $0 |
| Nov 8, 2025 | KRAFT TIMOTHY RICHARD Chf Legal & Corp. Dev. Of. | Award | 20,090 | $0 |
| Nov 8, 2025 | Heflin Stuart E. Jr. SVP & General Manager, Quest | Tax withheld | 1,073 | $21.4K |
| Nov 8, 2025 | Bealer Christopher J Chief Financial Officer | Award | 28,996 | $0 |
| Nov 8, 2025 | Thomas Ryan SVP and GM Atkins marketing | Tax withheld | 780 | $15.6K |
| Nov 8, 2025 | Thomas Ryan SVP and GM Atkins marketing | Award | 12,859 | $0 |
| Nov 6, 2025 | Bealer Christopher J Chief Financial Officer | Purchase | 9,946 | $199.0K |
| Sep 6, 2025 | Ratzan Brian K. Director | Award | 1,722 | $0 |
| Sep 6, 2025 | RITTERBUSH DAVID W Director | Award | 1,722 | $0 |
| Sep 6, 2025 | WEST DAVID J Director | Award | 1,722 | $0 |
| Sep 6, 2025 | Montgomery Robert G. Director | Award | 1,722 | $0 |
| Sep 6, 2025 | Schena Joseph J Director | Award | 1,722 | $0 |
| Sep 6, 2025 | WHITE JAMES D Director | Award | 1,722 | $0 |
| Sep 6, 2025 | KILTS JAMES M Director | Award | 1,722 | $0 |
| Sep 6, 2025 | GOOLSBY MICHELLE P Director | Award | 1,722 | $0 |
| Sep 6, 2025 | DALEY CLAYTON C JR Director | Award | 1,722 | $0 |
| Sep 6, 2025 | Mally Romitha Director | Award | 1,722 | $0 |
| Jul 23, 2025 | Tanner Geoff E President and CEO | Purchase | 6,050 | $200.3K |
| Jul 1, 2025 | Olivieri Mark A. Jr. SVP and GM OWYN | Tax withheld | 2,519 | $81.7K |
| May 1, 2025 | Heflin Stuart E. Jr. SVP & General Manager, Quest | Tax withheld | 328 | $11.8K |
| Apr 11, 2025 | Heflin Stuart E. Jr. SVP & General Manager, Quest | Sale | 5,000 | $186.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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