Overview
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- TickerSMPL on Nasdaq1
- Industryfood industry1
- HeadquartersDenver, Colorado1
- Websitewww.thesimplygoodfoodscompany.com
- Business address1225 17Th Street, Suite 1000, Denver, Co 802024
- Filer categoryLarge accelerated filer4
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This Form 10-K (this “Report”) contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). When used anywhere in this Report, the words “expect,” “believe,” “anticipate,” “estimate,” “intend,” “plan” and similar expressions are intended to identify forward-looking statements. These statements relate to future events or our future financial or operational performance and involve known and unknown risks, uncertainties and other factors that could cause our actual results, levels of activity, performance or achievement to differ materially from those expressed or implied by these forward-looking statements. We caution you that these forward-looking statements reflect our current views with respect to future events, are not guarantees of future performance and involve risks, uncertainties and assumptions that …6 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
36.2%Gross margin3
10.8%Operating margin3
7.1%Net margin3
9.0%Revenue growth, 20253
5.7%Return on equity3
0.14×Debt to equity3
$157.9MFree cash flow3
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Regions
North America brought in 98% of the revenue Simply Good broke down this way in fiscal 2025.
Regions by year
| Regions | 2023 | 2024 | 2025 |
|---|---|---|---|
| North America | $1.2B | $1.3B | $1.4B |
| International, Excluding North America | $33.1M | $32.7M | $29.5M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Cost of revenue64¢$925.2M
- Research and development0¢$5.5M
- Other costs26¢$384.3M
- Income tax2¢$32.3M
- Profit7¢$103.6M
Out of $1.5B in revenue.3
Where each dollar of operating cash went, fiscal 2025
- Capital spending12¢$20.5M
- Share buybacks29¢$50.9M
- Kept or used elsewhere60¢$107.0M
Out of $178.5M of cash from operations.3
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.3
| Period ending | 2025-08-31 | 2024-08-31 | 2023-08-31 |
|---|---|---|---|
| Net sales | $1.5B | $1.3B | $1.2B |
| Cost of goods sold | $925.2M | $819.8M | $789.3M |
| Gross profit | $525.7M | $511.6M | $453.4M |
| Selling and marketing | $134.3M | $143.9M | $119.5M |
| General and administrative | $155.9M | $129.7M | $111.6M |
| Depreciation and amortization | $16.9M | $16.9M | $17.4M |
| Business transaction costs | $820.0K | $14.5M | $0 |
| Loss on impairment | $60.9M | $0 | $0 |
| Total operating expenses | $368.9M | $305.1M | $248.5M |
| Income from operations | $156.9M | $206.5M | $204.9M |
| Interest income | $2.7M | $4.3M | $1.1M |
| Interest expense | -$23.2M | -$26.0M | -$30.1M |
| (Loss) gain on foreign currency transactions | -$421.0K | $267.0K | -$344.0K |
| Other income | $23.0K | $1.0M | $11.0K |
| Total other income (expense) | -$21.0M | -$20.4M | -$29.3M |
| Income before income taxes | $135.9M | $186.1M | $175.7M |
| Income tax expense | $32.3M | $46.7M | $42.1M |
| Net income | $103.6M | $139.3M | $133.6M |
| Foreign currency translation, net of reclassification adjustments | -$394.0K | $554.0K | -$642.0K |
| Comprehensive income | $103.2M | $139.9M | $132.9M |
| Basic (in dollars per share) | $1.03 | $1.39 | $1.34 |
| Diluted (in dollars per share) | $1.02 | $1.38 | $1.32 |
| Basic (in shares) | 100.7M shares | 99.9M shares | 99.4M shares |
| Diluted (in shares) | 101.5M shares | 101.3M shares | 100.9M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.3
| Period ending | 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 |
|---|---|---|---|---|
| Cash | $98.5M | $132.5M | ||
| Accounts receivable, net | $165.0M | $150.7M | ||
| Inventories | $167.2M | $142.1M | ||
| Prepaid expenses | $7.2M | $5.7M | ||
| Other current assets | $15.8M | $9.2M | ||
| Total current assets | $453.7M | $440.3M | ||
| Property and equipment, net | $39.7M | $24.8M | ||
| Intangible assets, net | $1.3B | $1.3B | ||
| Goodwill | $590.0M | $591.7M | $543.1M | |
| Other long-term assets | $51.0M | $42.9M | ||
| Total assets | $2.4B | $2.4B | ||
| Accounts payable | $78.3M | $58.6M | ||
| Accrued interest | $44.0K | $265.0K | ||
| Accrued expenses and other current liabilities | $46.2M | $49.8M | ||
| Total current liabilities | $124.6M | $108.6M | ||
| Long-term debt, less current maturities | $249.1M | $397.5M | ||
| Deferred income taxes | $166.1M | $166.0M | ||
| Other long-term liabilities | $49.5M | $36.5M | ||
| Total liabilities | $589.2M | $708.7M | ||
| Preferred stock, $0.01 par value, 100,000,000 shares authorized, none issued | $0 | $0 | ||
| Common stock, $0.01 par value, 600,000,000 shares authorized, 103,688,071 and 102,515,315 issued at August 30, 2025 and August 31, 2024, respectively | $1.0M | $1.0M | $1.0M | $1.0M |
| Treasury stock, 3,957,571 shares and 2,365,100 shares at cost at August 30, 2025 and August 31, 2024, respectively | -$129.3M | -$78.5M | -$78.5M | -$62.0M |
| Additional paid-in-capital | $1.3B | $1.3B | $1.3B | $1.3B |
| Retained earnings | $590.9M | $487.3M | $348.0M | $214.4M |
| Accumulated other comprehensive loss | -$2.4M | -$2.0M | -$2.6M | -$2.0M |
| Total stockholders equity | $1.8B | $1.7B | $1.6B | $1.4B |
| Total liabilities and stockholders equity | $2.4B | $2.4B | ||
| Preferred stock par value (in dollars per share) | $0.01 | $0.01 | ||
| Preferred stock shares authorized (in shares) | 100.0M shares | 100.0M shares | ||
| Preferred stock shares issued (in shares) | 0 shares | 0 shares | ||
| Common stock par value (in dollars per share) | $0.01 | $0.01 | ||
| Common stock shares authorized (in shares) | 600.0M shares | 600.0M shares | ||
| Common stock shares issued (in shares) | 103.7M shares | 102.5M shares | 101.9M shares | 101.3M shares |
| Common stock shares outstanding (in shares) | 99.7M shares | 100.2M shares | ||
| Treasury Stock, Common, Shares | 4.0M shares | 2.4M shares | 2.4M shares | 1.8M shares |
| Period ending | 2025-08-31 | 2024-08-31 | 2023-08-31 | 2022-08-31 |
|---|---|---|---|---|
| Cash | $98.5M | $132.5M | ||
| Accounts receivable, net | $165.0M | $150.7M | ||
| Inventories | $167.2M | $142.1M | ||
| Prepaid expenses | $7.2M | $5.7M | ||
| Other current assets | $15.8M | $9.2M | ||
| Total current assets | $453.7M | $440.3M | ||
| Property and equipment, net | $39.7M | $24.8M | ||
| Intangible assets, net | $1.3B | $1.3B | ||
| Goodwill | $590.0M | $591.7M | $543.1M | |
| Other long-term assets | $51.0M | $42.9M | ||
| Total assets | $2.4B | $2.4B | ||
| Accounts payable | $78.3M | $58.6M | ||
| Accrued interest | $44.0K | $265.0K | ||
| Accrued expenses and other current liabilities | $46.2M | $49.8M | ||
| Total current liabilities | $124.6M | $108.6M | ||
| Long-term debt, less current maturities | $249.1M | $397.5M | ||
| Deferred income taxes | $166.1M | $166.0M | ||
| Other long-term liabilities | $49.5M | $36.5M | ||
| Total liabilities | $589.2M | $708.7M | ||
| Preferred stock, $0.01 par value, 100,000,000 shares authorized, none issued | $0 | $0 | ||
| Common stock, $0.01 par value, 600,000,000 shares authorized, 103,688,071 and 102,515,315 issued at August 30, 2025 and August 31, 2024, respectively | $1.0M | $1.0M | $1.0M | $1.0M |
| Treasury stock, 3,957,571 shares and 2,365,100 shares at cost at August 30, 2025 and August 31, 2024, respectively | -$129.3M | -$78.5M | -$78.5M | -$62.0M |
| Additional paid-in-capital | $1.3B | $1.3B | $1.3B | $1.3B |
| Retained earnings | $590.9M | $487.3M | $348.0M | $214.4M |
| Accumulated other comprehensive loss | -$2.4M | -$2.0M | -$2.6M | -$2.0M |
| Total stockholders equity | $1.8B | $1.7B | $1.6B | $1.4B |
| Total liabilities and stockholders equity | $2.4B | $2.4B | ||
| Preferred stock par value (in dollars per share) | $0.01 | $0.01 | ||
| Preferred stock shares authorized (in shares) | 100.0M shares | 100.0M shares | ||
| Preferred stock shares issued (in shares) | 0 shares | 0 shares | ||
| Common stock par value (in dollars per share) | $0.01 | $0.01 | ||
| Common stock shares authorized (in shares) | 600.0M shares | 600.0M shares | ||
| Common stock shares issued (in shares) | 103.7M shares | 102.5M shares | 101.9M shares | 101.3M shares |
| Common stock shares outstanding (in shares) | 99.7M shares | 100.2M shares | ||
| Treasury Stock, Common, Shares | 4.0M shares | 2.4M shares | 2.4M shares | 1.8M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.3
| Period ending | 2025-08-31 | 2024-08-31 | 2023-08-31 |
|---|---|---|---|
| Net income | $103.6M | $139.3M | $133.6M |
| Depreciation and amortization | $21.4M | $21.0M | $20.3M |
| Amortization of deferred financing costs and debt discount | $1.5M | $2.0M | $2.8M |
| Stock compensation expense | $15.3M | $18.4M | $14.5M |
| Loss on impairment | $60.9M | $0 | $0 |
| Estimated credit losses (recoveries) | $241.0K | -$150.0K | $315.0K |
| Unrealized loss (gain) on foreign currency transactions | $421.0K | -$267.0K | $344.0K |
| Deferred income taxes | $3.0K | $8.4M | $10.6M |
| Amortization of operating lease right-of-use asset | $6.9M | $7.0M | $6.7M |
| Other | $1.1M | $988.0K | $567.0K |
| Accounts receivable, net | -$14.7M | $9.1M | -$13.4M |
| Inventories | -$25.8M | $13.7M | $8.2M |
| Prepaid expenses | -$1.5M | $1.2M | -$1.3M |
| Other current assets | -$6.9M | $5.0M | $6.8M |
| Accounts payable | $18.5M | -$15.4M | -$9.5M |
| Accrued interest | -$221.0K | -$1.7M | $1.8M |
| Accrued expenses and other current liabilities | -$3.6M | $12.7M | -$5.2M |
| Other assets and liabilities | $1.3M | -$5.6M | -$5.9M |
| Net cash provided by operating activities | $178.5M | $215.7M | $171.1M |
| Purchases of property and equipment | -$20.5M | -$5.7M | -$11.6M |
| Acquisition of business, net of cash acquired | $1.7M | $280.4M | $0 |
| Investments in intangible assets and other assets | -$2.1M | -$730.0K | -$603.0K |
| Net cash used in investing activities | -$20.9M | -$286.9M | -$12.2M |
| Proceeds from option exercises | $12.9M | $4.3M | $5.2M |
| Tax payments related to issuance of restricted stock units | -$3.2M | -$5.0M | -$2.9M |
| Repurchase of common stock | -$50.9M | $0 | -$16.4M |
| Payments on finance lease obligations | $0 | -$145.0K | -$278.0K |
| Principal payments of long-term debt | -$150.0M | -$135.0M | -$121.5M |
| Proceeds from issuance of long-term debt | $0 | $250.0M | $0 |
| Proceeds from Sale and Collection of Notes Receivable | $0 | $3.0M | $0 |
| Deferred financing costs | $0 | -$1.2M | -$2.7M |
| Net cash (used in) provided by financing activities | -$191.2M | $115.9M | -$138.5M |
| Net (decrease) increase in cash | -$33.7M | $44.7M | $20.4M |
| Effect of exchange rate on cash | -$382.0K | $92.0K | -$176.0K |
| Cash paid for interest | $22.0M | $25.7M | $25.5M |
| Cash paid for taxes | $39.3M | $33.2M | $27.4M |
| Non-cash additions to property and equipment | $882.0K | $191.0K | $178.0K |
| Non-cash additions to intangible assets and other assets | $0 | $116.0K | $26.0K |
| Operating lease right-of-use assets recognized after ASU 2016-02 transition | $15.9M | $2.1M | $289.0K |
| Non-cash credits for repayment of note receivable | $646.0K | $740.0K | $395.0K |
No quarter-by-quarter statement was filed.
Corporate structure
Simply Good sits at the top of its group. 16 entities, 4 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Simply Good
- FMR LLC Filed SCHEDULE 13G/A on Simply Good, latest May 6, 2026 (5 filings since Feb 12, 2025)
- VANGUARD PORTFOLIO MANAGEMENT LLC Filed SCHEDULE 13G on Simply Good, latest Apr 29, 2026
- VANGUARD GROUP INC Filed SCHEDULE 13G/A on Simply Good, latest Mar 27, 2026 (4 filings since Feb 10, 2022)
- Wellington Management Company Filed SCHEDULE 13G/A on Simply Good, latest Nov 12, 2025 (2 filings since Aug 12, 2025)
- T. Rowe Price Investment Management, Inc. Filed SCHEDULE 13G/A on Simply Good, latest Aug 14, 2025 (2 filings since Nov 14, 2024)
- Capital World Investors Filed SC 13G/A on Simply Good, latest Nov 13, 2024 (4 filings since Feb 11, 2022)
- BlackRock Filed SC 13G/A on Simply Good, latest Jan 23, 2024 (4 filings since Jan 26, 2022)
- Champlain Investment Partners, LLC Filed SC 13G/A on Simply Good, latest Feb 13, 2023 (2 filings since Feb 11, 2022)
- Conyers Park Sponsor LLC Filed SC 13G/A on Simply Good, latest Oct 14, 2022 (2 filings since Feb 14, 2022)
- Simply Good Denver, Colorado
- Atkins Nutritionals Subsidiary
- Atkins Intermediate Holdings, LLC Subsidiary · Delaware, United States
- Atkins Nutritional Holdings II, Inc. Subsidiary · Delaware, United States
- Atkins Nutritional Holdings, Inc. Subsidiary · Delaware, United States
- Conyers Park Acquisition Corp., Inc. Subsidiary · Delaware, United States
- NCP-ATK Holdings, Inc. Subsidiary · Delaware, United States
- Only What You Need, Inc. Subsidiary · Delaware, United States
- Quest Nutrition, LLC Subsidiary · Delaware, United States
- Simply Good Foods Australia PTY LTD Subsidiary · Australia
- Simply Good Foods Canada Inc. Subsidiary · Ontario, Canada
- Simply Good Foods NZ Limited Subsidiary · New Zealand
- Simply Good Foods USA, Inc. Subsidiary · New York, United States
- SMPL Canada, Inc. Subsidiary · Ontario, Canada
- VMG Quest Blocker, Inc. Subsidiary · Delaware, United States
- Voyage Holdings, LLC Subsidiary · Delaware, United States
Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Simply Good reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Property and equipment, before depreciation | $62.4M3 Aug 30, 2025 | $41.5M3 Aug 31, 2024 | +50.4% |
| Accumulated depreciation | $22.6M3 Aug 30, 2025 | $16.6M3 Aug 31, 2024 | +36.0% |
| Property and equipment, net | $39.7M3 Aug 30, 2025 | $24.8M3 Aug 31, 2024 | +60.0% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $98.5M3 Aug 30, 2025 | $132.5M3 Aug 31, 2024 | −25.7% |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $590.0M3 Aug 30, 2025 | $591.7M3 Aug 31, 2024 | −0.3% |
| Intangible assets, net (excluding goodwill) | $1.3B3 Aug 30, 2025 | $1.3B3 Aug 31, 2024 | −5.6% |
| Accumulated amortization | $104.6M3 Aug 30, 2025 | $89.5M3 Aug 31, 2024 | +16.9% |
| Finite-lived intangibles, net | $119.6M3 Aug 30, 2025 | $139.0M11 Aug 31, 2024 | −14.0% |
Inventory
| Item | Latest | A year before | Change |
|---|---|---|---|
| Inventory, total | $167.2M3 Aug 30, 2025 | $142.1M3 Aug 31, 2024 | +17.7% |
| Raw materials | $12.1M3 Aug 30, 2025 | $22.9M3 Aug 31, 2024 | −47.1% |
| Finished goods | $157.3M3 Aug 30, 2025 | $120.9M3 Aug 31, 2024 | +30.1% |
Properties, in its own words
Our corporate headquarters is located at 1225 17th Street, Suite 1000, Denver, CO 80202. We lease this property, which occupies approximately 27,600 square feet. In addition, we lease or otherwise have rights to use office space and storage space in El Segundo, California, Broomfield, Colorado, and Bentonville metro-area, Arkansas. We also lease two distribution centers in Greenfield, Indiana. We utilize over 1.6 million square feet of floor space among our distribution centers.
Item 2 of the 10-K filed Oct 28, 2025.6
Leadership
Who has led Simply Good, and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
20202025
- Chief executive officerGeoff E. Tanner Nov 13, 2023 to now15
- Chief executive officerJoseph Scalzo Jul 10, 2017 to Nov 13, 202316
- PresidentGeoff E. Tanner Apr 7, 2023 to now17
- PresidentDavid W. Ritterbush Nov 13, 2019 to Nov 13, 201918
- PresidentJoseph Scalzo Jul 10, 2017 to Nov 13, 201916
- Chief financial officerChristopher J. Bealer Jul 10, 2025 to now19
- Chief financial officerShaun Mara Jul 10, 2017 to Nov 12, 202420
- Chief financial officerTodd E. Cunfer Aug 30, 2017 to Nov 10, 202121
- Chief operating officerGeoff E. Tanner Apr 7, 2023 to Jul 5, 202317
Board members and other officers (30)
- Chief Commercial OfficerMichael L. Clawson Nov 19, 2025 to now22
- SVP and CHROAmy C. Held Jun 11, 2024 to now23
- SVP and GM OWYNMark A. Olivieri Jr. Jul 18, 2024 to now24
- SVP & General Manager, QuestStuart E. Heflin Jr. Oct 17, 2023 to now25
- Chief Product Tech OfficerJeremy Scott Ivie May 10, 2022 to Apr 11, 202326
- Chief Marketing Officer QuestLinda Zink Jan 28, 2021 to May 4, 202327
- SVP of OperationsDavid L. Wallis Mar 11, 2020 to Apr 10, 202328
- SVP and Chief HR OfficerSusan Hunsberger Jul 15, 2020 to May 8, 202429
- Gen. Counsel & Corp. SecretaryTimothy Richard Kraft Jun 29, 2018 to now30
- VP, Gen. Counsel & SecretaryAnnita M. Menogan Jul 10, 2017 to Jul 18, 201731
- VP & Chief Operations OfficerHanno E. Holm Jul 10, 2017 to Nov 13, 201932
- OfficerRobert C. Gandert Jul 10, 2017 to Jul 18, 201733
- VP, Controller and CAOTimothy Allen Matthews Jul 12, 2017 to now34
- Chief Customer OfficerJill M. Clark Aug 30, 2017 to Jul 6, 202335
- Board memberRomitha Mally Jan 28, 2025 to now36
- Board memberGeoff E. Tanner Apr 7, 2023 to now17
- Board memberJoseph J. Schena Jan 22, 2021 to now37
- Board memberMichelle P. Goolsby Jun 14, 2019 to now38
- Board memberDavid W. Ritterbush Nov 13, 2019 to now18
- Board memberArwin Kash Jul 10, 2017 to Sep 8, 202039
- Board memberBrian K. Ratzan Jul 10, 2017 to now40
- Board memberClayton C. Daley Jr. Jul 10, 2017 to now41
- Board memberDavid J. West Jul 10, 2017 to now42
- Board memberJames E. Healey Jul 10, 2017 to Sep 8, 202143
- Board memberJames M. Kilts Jul 10, 2017 to now44
- Board memberJoseph Scalzo Jul 10, 2017 to Nov 12, 202416
- Board memberNomi Ghez Jul 10, 2017 to Nov 8, 202445
- Board memberRobert G. Montgomery Jul 10, 2017 to now46
- Board memberRichard Laube Jul 11, 2017 to Sep 7, 201847
- General counselTimothy Richard Kraft Nov 13, 2019 to Nov 12, 202448
Subsidiaries and ownership
Subsidiaries
- Atkins Nutritionals since 2017
- Quest Nutrition since 2019
Subsidiaries (Exhibit 21)
- Atkins Intermediate Holdings, LLC Delaware5
- Atkins Nutritional Holdings II, Inc. Delaware5
- Atkins Nutritional Holdings, Inc. Delaware5
- Conyers Park Acquisition Corp., Inc. Delaware5
- NCP-ATK Holdings, Inc. Delaware5
- Only What You Need, Inc. Delaware5
- Quest Nutrition, LLC Delaware5
- SMPL Canada, Inc. Ontario, Canada5
- Simply Good Foods Australia PTY LTD Australia5
- Simply Good Foods Canada Inc. Ontario, Canada5
- Simply Good Foods NZ Limited New Zealand5
- Simply Good Foods USA, Inc. New York5
- VMG Quest Blocker, Inc. Delaware5
- Voyage Holdings, LLC Delaware5
From Wikidata.1 The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Acquisitions
- 2019Quest Nutrition became a subsidiary1
- 2017Acquired Atkins Nutritionals1
Timeline
- Jul 9, 20268-K Results of operations49
- Apr 22, 20268-K Shareholder vote50
- Apr 21, 20268-K Executive or director change51
- Apr 9, 20268-K Results of operations52
- Feb 2, 20268-K Executive or director change; Shareholder vote53
- Jan 21, 20268-K Executive or director change; Regulation FD disclosure54
- Jan 8, 20268-K Results of operations55
- Nov 20, 20258-K Entered a material agreement; New debt or obligation56
- Oct 23, 20258-K Results of operations57
- Jul 10, 20258-K Results of operations58
- May 28, 20258-K Executive or director change59
- Apr 9, 20258-K Results of operations60
- Nov 13, 2023New chief executive Geoff E. Tanner becomes CEO15
- Jul 10, 2017New chief executive Joseph Scalzo becomes CEO16
- 2017Went public Listed on NASDAQ1
Calendar
Coming up
- Oct 27, 2026 · Before the openReports results for the quarter ending Aug/2026 A year earlier it reported $0.44 a share, on Oct 23, 2025.61
When it reported results
- Jul 9, 2026Reported quarterly or annual results49
- Apr 9, 2026Reported quarterly or annual results52
- Jan 8, 2026Reported quarterly or annual results55
- Oct 23, 2025Reported quarterly or annual results57
- Jul 10, 2025Reported quarterly or annual results58
- Apr 9, 2025Reported quarterly or annual results60
- Jan 8, 2025Reported quarterly or annual results62
- Oct 24, 2024Reported quarterly or annual results63
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
316 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 48 major events, 179 insider forms, 26 large holders, 43 other. The latest 20:
- Jul 24, 20264 EDGAR
- Jul 24, 20264 EDGAR
- Jul 9, 202610-Q EDGAR
- Jul 9, 20268-K EDGAR
- May 18, 20264 EDGAR
- May 13, 20264 EDGAR
- May 6, 2026SCHEDULE 13G/A EDGAR
- Apr 29, 2026SCHEDULE 13G EDGAR
- Apr 24, 20264 EDGAR
- Apr 22, 20268-K/A EDGAR
- Apr 21, 20268-K EDGAR
- Apr 17, 20264 EDGAR
- Apr 9, 202610-Q EDGAR
- Apr 9, 20268-K EDGAR
- Mar 27, 2026SCHEDULE 13G/A EDGAR
- Mar 6, 20264 EDGAR
- Feb 6, 2026S-8 EDGAR
- Feb 5, 2026SCHEDULE 13G/A EDGAR
- Feb 2, 20268-K EDGAR
- Jan 30, 20264 EDGAR
The 316 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
60 open-market trades by officers, directors and large owners since October 2021: 7 buys and 53 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| May 14, 2026 | DALEY CLAYTON C JRDirector | Buy | 10,000 | $11.78 | $117.8K | Form 4 |
| Apr 23, 2026 | KILTS JAMES MDirector | Buy | 80,000 | $12.39 | $991.2K | Form 4 |
| Nov 17, 2025 | Clawson Michael LChief Commercial Officer | Buy | 5,000 | $20.00 | $100.0K | Form 4 |
| Nov 11, 2025 | Matthews Timothy AllenVP, Controller and CAO | Sale | 5,859 | $19.47 | $114.1K | Form 4 |
| Nov 6, 2025 | Bealer Christopher JChief Financial Officer | Buy | 9,946 | $20.01 | $199.0K | Form 4 |
| Jul 23, 2025 | Tanner Geoff EPresident and CEO | Buy | 6,050 | $33.11 | $200.3K | Form 4 |
| Apr 11, 2025 | Heflin Stuart E. Jr.SVP & General Manager, Quest | Sale | 5,000 | $37.25 | $186.2K | Form 4 |
| Nov 18, 2024 | KRAFT TIMOTHY RICHARDChf Administrative Officer | Sale | 76,761 | $37.60 | $2.9M | Form 4 |
| Nov 14, 2024 | Ratzan Brian K.Director | Sale | 50,000 | $37.38 | $1.9M | Form 4 |
| Nov 14, 2024 | Matthews Timothy AllenVP, Controller and CAO | Sale | 5,325 | $37.31 | $198.7K | Form 4 |
| Nov 12, 2024 | SCALZO JOSEPHPresident and CEO | Sale | 147,200 | $36.86 | $5.4M | Form 4 |
| Nov 11, 2024 | KRAFT TIMOTHY RICHARDChf Administrative Officer | Sale | 21,209 | $36.50 | $774.1K | Form 4 |
| Nov 11, 2024 | Ratzan Brian K.Director | Sale | 66,483 | $36.28 | $2.4M | Form 4 |
| Nov 11, 2024 | Montgomery Robert G.Director | Sale | 2,500 | $36.41 | $91.0K | Form 4 |
| Nov 8, 2024 | SCALZO JOSEPHPresident and CEO | Sale | 2,374 | $36.23 | $86.0K | Form 4 |
| Nov 8, 2024 | Ratzan Brian K.Director | Sale | 12,714 | $36.25 | $460.9K | Form 4 |
| Nov 7, 2024 | SCALZO JOSEPHPresident and CEO | Sale | 239,000 | $35.68 | $8.5M | Form 4 |
| Nov 6, 2024 | Ratzan Brian K.Director | Sale | 20,803 | $36.32 | $755.6K | Form 4 |
| Nov 6, 2024 | SCALZO JOSEPHPresident and CEO | Sale | 25,000 | $35.99 | $899.8K | Form 4 |
| Jul 31, 2024 | Heflin Stuart E. Jr.SVP & General Manager, Quest | Sale | 1,058 | $34.44 | $36.4K | Form 4 |
All 60 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- FMR LLCSCHEDULE 13G/A, 5 filings Feb 12, 2025 to May 6, 202664
- VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 202665
- VANGUARD GROUP INCSCHEDULE 13G/A, 4 filings Feb 10, 2022 to Mar 27, 202666
- Wellington Management CompanySCHEDULE 13G/A, 2 filings Aug 12, 2025 to Nov 12, 202567
- T. Rowe Price Investment Management, Inc.SCHEDULE 13G/A, 2 filings Nov 14, 2024 to Aug 14, 202568
- Capital World InvestorsSC 13G/A, 4 filings Feb 11, 2022 to Nov 13, 202469
- BlackRockSC 13G/A, 4 filings Jan 26, 2022 to Jan 23, 202470
- Champlain Investment Partners, LLCSC 13G/A, 2 filings Feb 11, 2022 to Feb 13, 202371
- Conyers Park Sponsor LLCSC 13G/A, 2 filings Feb 14, 2022 to Oct 14, 202272
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | Geoff E. TannerPresident and Chief Executive Officer | 51 | $816.7K | $4.3M73 |
| 2025 | Christopher J. BealerChief Financial Officer | 49 | $210.3K | $2.0M73 |
| 2025 | Shaun P. MaraFormer Chief Financial Officer | $447.5K | $1.7M73 | |
| 2025 | Timothy R. KraftChief Legal and Corporate Development Officer | 46 | $469.3K | $1.5M73 |
| 2025 | Amy C. HeldSVP and Chief Human Resources Officer | 52 | $448.7K | $1.4M73 |
| 2025 | Ryan A. ThomasSVP and General Manager Atkins and OWYN | 47 | $393.0K | $943.8K73 |
| 2024 | Geoff E. TannerPresident and Chief Executive Officer | 51 | $803.2K | $4.1M73 |
| 2024 | Shaun P. MaraFormer Chief Financial Officer | $520.7K | $1.8M73 | |
| 2024 | Timothy R. KraftChief Legal and Corporate Development Officer | 46 | $455.0K | $1.7M73 |
| 2024 | Amy C. HeldSVP and Chief Human Resources Officer | 52 | $218.6K | $1.5M73 |
| 2024 | Ryan A. ThomasSVP and General Manager Atkins and OWYN | 47 | $336.9K | $1.3M73 |
| 2023 | Geoff E. TannerPresident and Chief Executive Officer | 51 | $281.2K | $4.3M73 |
| 2023 | Shaun P. MaraFormer Chief Financial Officer | $453.4K | $2.4M73 | |
| 2023 | Timothy R. KraftChief Legal and Corporate Development Officer | 46 | $429.1K | $1.3M73 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 13,622,948 | $180.9M | 0.0% | +543,410 |
| Vanguard Portfolio Management LLC | 5,507,075 | $73.1M | 0.0% | −56,806 |
| Vanguard Capital Management LLC | 3,699,509 | $49.1M | 0.0% | −71,555 |
| State Street Corp | 3,452,116 | $45.8M | 0.0% | +83,592 |
| Norges Bank | 3,021,177 | $40.1M | 0.0% | New |
| Geode Capital Management, LLC | 2,810,352 | $37.3M | 0.0% | +605,889 |
| River Road Asset Management, LLC | 2,577,795 | $34.2M | 0.4% | −421,519 |
| Silvercrest Asset Management Group LLC | 2,535,192 | $33.7M | 0.2% | +282,256 |
| Goldman Sachs Group Inc | 2,419,092 | $32.1M | 0.0% | +1,502,655 |
| Morgan Stanley | 2,275,605 | $30.2M | 0.0% | +714,613 |
| Brown Advisory Inc | 2,121,931 | $28.2M | 0.0% | +962,551 |
| Aqr Capital Management LLC | 1,896,121 | $25.2M | 0.0% | +1,322,531 |
| Boston Trust Walden Corp | 1,787,765 | $23.7M | 0.2% | −1,847,699 |
| Charles Schwab Investment Management Inc | 1,367,110 | $18.2M | 0.0% | +155,231 |
| Hotchkis & Wiley Capital Management LLC | 1,204,250 | $16.0M | 0.0% | +422,390 |
| Oaktree Capital Management LP | 1,203,889 | $16.0M | 0.4% | +75,000 |
| Federated Hermes, Inc. | 1,099,166 | $14.6M | 0.0% | +819,745 |
| Dimensional Fund Advisors LP | 1,084,857 | $14.4M | 0.0% | −1,921,409 |
| Balyasny Asset Management L.P. | 1,056,124 | $14.0M | 0.0% | +1,031,754 |
| Northern Trust Corp | 926,416 | $12.3M | 0.0% | +56,486 |
| UBS Group AG | 910,565 | $12.1M | 0.0% | +99,669 |
| Walleye Capital LLC | 811,527 | $10.8M | 0.1% | +291,149 |
| Two Sigma Investments, LP | 795,482 | $10.6M | 0.0% | New |
| Fmr LLC | 600,198 | $8.0M | 0.0% | −2,220,440 |
| Edgestream Partners, L.P. | 570,207 | $7.6M | 0.2% | +123,537 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
3 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Mar 13, 2026 | Tim MooreRepublican, House | Buy | $1,001 - $15,000 | −39.3% | Report |
| Feb 11, 2026 | Tim MooreRepublican, House | Buy | $15,001 - $50,000 | −43.7% | Report |
| Feb 3, 2026 | Tim MooreRepublican, House | Buy | $15,001 - $50,000 | −46.7% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
SEC filer profile
How Simply Good is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARSimply Good Foods Co2
- CIK0001702744
- Employer ID (EIN)82-10381216
- Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company6
- Incorporated inDelaware6
- Fiscal year endsAugust 262
- Industry code (SIC)2000 Food and Kindred Products2
- SEC reviewing officeOffice of Manufacturing, Division of Corporation Finance2
- Business address1225 17Th Street, Suite 1000, Denver, CO 802022
- Phone303-633-28402
- Shares outstanding88,460,545 as of Jul 2, 202613
- Public float$3.5B as of Feb 23, 20246
- AuditorDeloitte & Touche LLP, Denver, Colorado PCAOB ID 34; it also attests to the company’s internal control over financial reporting6
- On EDGAR sinceApr 11, 20172
- Filings651 in all: 4 (308), 8-K (93), 3 (39), 10-Q (28), SC 13G/A (28), 144 (26), SC 13G (15), CORRESP (12)2
All 36 form types
UPLOAD (11), 424B3 (10), DEFA14A (10), 10-K (9), DEF 14A (9), SCHEDULE 13G/A (7), 4/A (6), EFFECT (5), 8-K/A (3), ARS (3), PRE 14A (3), S-4/A (3), SCHEDULE 13G (3), 10-Q/A (2), 424B4 (2), 424B5 (2), S-3 (2), S-8 (2), 10-K/A (1), 25-NSE (1), 8-A12B (1), CERTNAS (1), POS AM (1), POS EX (1), S-1 (1), S-1/A (1), S-4 (1), SC 13D (1)
- Latest filingsAnnual report (10-K) Oct 28, 2025
Quarterly report (10-Q) Jul 9, 2026
Proxy statement (DEF 14A) Dec 17, 2025
Latest 8-K (8-K) Jul 9, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, par value $0.01 per share | SMPL | Nasdaq |
From the cover page of the 10-K filed Oct 28, 2025 (Section 12(b) of the Exchange Act).6
Risk factors and legal proceedings
The risks Simply Good names in Item 1A of its 10-K filed Oct 28, 2025: 44 risks under these headings, as written.6
- Risks Related to our Business
- Changing consumer preferences, habits, perceptions of certain nutritional snacking products and discretionary spending may negatively affect our brand loyalty, purchase frequency rate and net sales, and materially and adversely affect our business, financial condition and results of operations.
- We may not be able to compete successfully in the highly competitive nutritional snacking industry.
- Our operations are dependent on a global supply chain and the effects on us or our suppliers of supply chain constraints and inflationary pressures, including those related to tariffs, could adversely affect our operating results.
- If we cannot maintain or increase the prices of our products to cover elevated input costs, our margins may decrease.
- If we fail to implement our growth strategies successfully, timely, or at all, our ability to increase our revenue and operating profits could be materially and adversely affected.
- If we do not continually enhance our brand recognition, maintain or increase distribution of our products, attract new consumers to our brands and introduce new and innovative products, either on a timely basis or at all, our business may suffer.
- Our growth may be limited if we cannot maintain or secure additional shelf or retail space for our products in brick-and-mortar retailers.
- If the perception of our brands or organizational reputation are damaged, our consumers, distributors and retailers may react negatively, which could materially and adversely affect our business, financial condition and results of operations.
- Negative information, including inaccurate information, about us on social media or online applications that report on the nutritional value of products may harm our reputation and brands, which could have a material and adverse effect on our business, financial condition and results of operations.
- We must appropriately allocate resources to maintain consumer awareness of our brands, build brand loyalty and generate interest in our products. Our marketing strategies and channels will evolve, and our programs may or may not be successful.
- Our geographic focus makes us particularly vulnerable to economic and other events and trends in North America.
The other 33 risks
- Pandemics, epidemics or disease outbreaks have in the past and may in the future disrupt our business, including, among other things, consumption and trade patterns, our supply chain and production processes, each of which could materially affect our operations, liquidity, financial condition and results of operations.
- Risks Related to our Operating Model
- Ingredient and packaging costs are volatile and may rise significantly for a variety of reasons, many of which are outside our control, which may negatively affect the profitability of our business.
- Shortages or interruptions in the supply or delivery of our core ingredients, packaging, products or equipment we purchase could materially and adversely affect our operating results as we rely on a limited number of third-party suppliers to supply our core ingredients and packaging and a limited number of contract manufacturers to manufacture our products.
- We rely on sales to a limited number of retailers for a substantial portion of our net sales and losing one or more such retailers may materially harm our business. In addition, we maintain “at-will” contracts with these retailers, which do not require recurring or minimum purchase amounts of our products.
- The loss of, a disruption in or an inability to efficiently operate our fulfillment network could materially and adversely affect our business, financial condition, and results of operations.
- Severe weather conditions, natural disasters such as fires, floods, droughts, hurricanes, earthquakes and tornadoes, government regulation related to climate change, and the effects of climate change and geopolitical events can affect crop supplies, and supply chain infrastructure, and negatively affect the operating results of our business.
- Climate Change, or legal, regulatory or market measures to address climate change, may negatively affect our business and operations.
- We intend to grow through mergers and acquisitions or joint ventures, and we may not successfully integrate, operate or realize the anticipated benefits of such business combinations.
- We may not realize the expected benefits of acquisitions, including the OWYN acquisition, because of integration difficulties and other challenges.
- Our insurance policies may not provide adequate levels of coverage against claims.
- Loss of our key executive officers or other personnel, or an inability to attract and retain such management and other personnel, could negatively affect our business.
- We may not be able to adequately protect our intellectual property and other proprietary rights that are material to our business.
- Any inadequacy, failure or interruption of our information technology systems may harm our ability to effectively operate our business, and our business is subject to online security risks, including security breaches and identity theft.
- Regulatory Risks and Litigation Risks
- All of our products must comply with federal, state and local regulations. Any non-compliance with the FDA or other applicable regulations could harm our business.
- Our advertising is regulated for accuracy, and if our advertising is determined to be false or misleading, we may face fines or sanctions.
- Changes in the legal and regulatory environment could limit our business activities, increase our operating costs, reduce demand for our products or result in litigation.
- Litigation or legal proceedings could expose us to significant liabilities and have a negative effect on our reputation.
- Risks Related to our Capital Structure
- Our indebtedness could materially and adversely affect our financial condition and ability to operate our company, and we may incur additional debt.
- The credit facilities governing our debt arrangements contain financial and other covenants.
- Changes in interest rates may adversely affect our earnings and cash flows.
- We may need additional capital in the future, and it may not be available on acceptable terms or at all.
- We have incurred and will continue to incur significant costs because of operating as a public company, and our management has been and will continue to be required to devote substantial time to compliance efforts.
- If we cannot implement appropriate systems, procedures and controls, we may not be able to successfully procure, offer or ship our products, grow our business and account for transactions in an appropriate and timely manner.
- If we do not maintain effective internal control over financial reporting, we may not be able to accurately report our financial results in a timely manner or prevent fraud, which may adversely affect investor confidence in our financial reporting and adversely affect our business and operating results and the market price for our common stock.
- We may be required to recognize impairment charges that could materially affect our financial results.
- Our only significant asset is ownership of 100% of Atkins Intermediate Holdings, LLC and such ownership may not be sufficient to pay dividends or make distributions or loans to enable us to pay any dividends on our common stock or satisfy our other financial obligations.
- Risks Related to our Common Stock
- Our stock price may be volatile.
- We do not expect to declare any dividends in the foreseeable future.
- Anti-takeover provisions in our amended and restated certificate of incorporation and second amended and restated bylaws, and provisions of Delaware law, could impair a takeover attempt.
- Disruptions in the worldwide economy may materially and adversely affect our business, financial condition and results of operations.
- Our international operations expose us to regulatory, economic, political and social risks in the countries in which we operate.
- Our international operations expose us to fluctuations in exchange rates, which may materially and adversely affect our operating results.
- Our amended and restated certificate of incorporation provides that, to the extent allowed by law, the doctrine of “corporate opportunity” does not apply with respect to the directors, officers, employees or representatives of Conyers Park Sponsor, LLC (“Conyers Park Sponsor”) Centerview Capital Holdings LLC (“Centerview Capital”) and Centerview Partners and their respective affiliates, excepted as provided below.
Legal proceedings
From time to time, we have been and may again become involved in legal proceedings arising in the ordinary course of our business. We are not presently a party to any litigation that we believe to be material, and we are not aware of any pending or threatened litigation against us that we believe could have a material adverse effect on our business, operating results, financial condition or cash flows.
The opening of Item 3, Legal Proceedings.6
Links
- Websitewww.thesimplygoodfoodscompany.com1
- LinkedInwww.linkedin.com/company/the-simply-good-foods-company1
- WikidataQ136565240
- SEC EDGARCIK 1702744
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataSimply Good on Wikidata
- 2SEC EDGARSimply Good filings on SEC EDGAR
- 3SEC EDGARSimply Good 10-K for fiscal 2025
- 4SEC EDGARSimply Good filings on SEC EDGAR
- 5
- 6
- 7SEC EDGARSimply Good 10-K for fiscal 2018
- 8SEC EDGARSimply Good 10-K for fiscal 2019
- 9SEC EDGARSimply Good 10-K for fiscal 2020
- 10SEC EDGARSimply Good 10-K for fiscal 2021
- 11SEC EDGARSimply Good 10-K for fiscal 2022
- 12SEC EDGARSimply Good 10-Q for fiscal 2026
- 13SEC EDGARSimply Good 10-Q for fiscal 2026
- 14SEC EDGARSimply Good 10-K for fiscal 2018
- 15
- 16
- 17SEC EDGARGeoff E. Tanner, President
- 18SEC EDGARDavid W. Ritterbush, President
- 19
- 20SEC EDGARShaun Mara, Chief financial officer
- 21
- 22
- 23SEC EDGARAmy C. Held, SVP and CHRO
- 24
- 25
- 26
- 27
- 28SEC EDGARDavid L. Wallis, SVP of Operations
- 29
- 30
- 31
- 32
- 33SEC EDGARRobert C. Gandert, Officer
- 34
- 35
- 36SEC EDGARRomitha Mally, Board member
- 37SEC EDGARJoseph J. Schena, Board member
- 38SEC EDGARMichelle P. Goolsby, Board member
- 39SEC EDGARArwin Kash, Board member
- 40SEC EDGARBrian K. Ratzan, Board member
- 41SEC EDGARClayton C. Daley Jr., Board member
- 42SEC EDGARDavid J. West, Board member
- 43SEC EDGARJames E. Healey, Board member
- 44SEC EDGARJames M. Kilts, Board member
- 45SEC EDGARNomi Ghez, Board member
- 46SEC EDGARRobert G. Montgomery, Board member
- 47SEC EDGARRichard Laube, Board member
- 48
- 49SEC EDGARResults of operations
- 50SEC EDGARShareholder vote
- 51SEC EDGARExecutive or director change
- 52SEC EDGARResults of operations
- 53
- 54
- 55SEC EDGARResults of operations
- 56
- 57SEC EDGARResults of operations
- 58SEC EDGARResults of operations
- 59SEC EDGARExecutive or director change
- 60SEC EDGARResults of operations
- 61NasdaqNasdaq calendar
- 62
- 63
- 64
- 65
- 66
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- 68
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- 70SEC EDGARBlackRock SC 13G/A on Simply Good
- 71
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