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Simply Good Foods (SMPL) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Oct 27, 2026 · Simply Good Foods (SMPL) Q4 FY26 earnings results →

Q4 FY26 Revenue down 10% year over year to $333M · 9¢ of every $1 of revenue kept as net profit · operating margin 13.8%

Simply Good Foods made $333M in Q4 FY26 (-10% Y/Y). Operating margin 13.8%, net earnings $30.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Oct 27, 2026.

Revenue$333M
Year over year-10%
Operating margin13.8%
Net earnings$30.5M
Operating cash flow$78.9M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $333.3M in Q4 FY26, down 10% year over year and down 7% from the previous quarter.

Gross margin was 34.0%, down 0.3 points from Q4 FY25. Operating profit was $45.9M, a 13.8% margin (up 17.0 points year over year). Operating expenses fell 51% while revenue fell 10%. Net earnings were $30.5M. The effective tax rate was 25.6%.

Operating cash flow was $78.9M (up 74% year over year), 259% of net earnings. Non-cash charges added back $6.2M of depreciation and amortization and $4.1M of share-based compensation. Working capital and other items added $38.1M. Capital expenditures of $14.0M left free cash flow of $64.9M.

Quarterly history

Simply Good Foods revenue by quarterSimply Good Foods revenue by quarter$360MQ2 FY25$381MQ3 FY25$369MQ4 FY25$340MQ1 FY26$326MQ2 FY26$357MQ3 FY26$333MQ4 FY26
Simply Good Foods net earnings by quarterSimply Good Foods net earnings by quarter$36.7MQ2 FY25$41.1MQ3 FY25−$12.4MQ4 FY25$25.3MQ1 FY26−$160MQ2 FY26−$52.0MQ3 FY26$30.5MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KOct 27, 2026$333M-10%13.8%$30.5M$78.9M
Q3 FY2610-QJul 9, 2026$357M-6%-14.0%−$52.0M$44.0M
Q2 FY2610-QApr 9, 2026$326M-9%-65.4%−$160M$8.1M
Q1 FY2610-QJan 8, 2026$340M-0.3%11.0%$25.3M$50.1M
Q4 FY2510-KOct 28, 2025$369M-2%-3.2%−$12.4M$45.4M
Q3 FY2510-QJul 10, 2025$381M+14%15.6%$41.1M$69.8M
Q2 FY2510-QApr 9, 2025$360M+15%15.2%$36.7M$31.2M

Charts

Simply Good Foods: revenue growth, year over year and quarter over quarterSimply Good Foods: revenue growth, year over year and quarter over quarterY/YQ/Q+15%Q2 FY25+14%+6%Q3 FY25-2%-3%Q4 FY250%-8%Q1 FY26-9%-4%Q2 FY26-6%+9%Q3 FY26-10%-7%Q4 FY26
Latest (Q4 FY26): Y/Y -10%, Q/Q -7%.
Simply Good Foods: where the cash came from (+) and went (−), FY26Simply Good Foods: where the cash came from (+) and went (−), FY26Buybacks−$213MOperating cash flow$181MNet borrowing (+) / repaid (−)$100MCash drawn (+) / kept (−)−$40.0MCapital spending−$24.1MOther financing−$2.6MTaxes on employees’ shares−$2.3MShares issued$1.1MExchange rates$196K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Simply Good Foods: profit against cash, quarter by quarterSimply Good Foods: profit against cash, quarter by quarterNet incomeOperating cash flow$38.1M$32.0MQ1 FY25$36.7M$31.2MQ2 FY25$41.1M$69.8MQ3 FY25−$12.4M$45.4MQ4 FY25$25.3M$50.1MQ1 FY26−$160M$8.1MQ2 FY26−$52.0M$44.0MQ3 FY26$30.5M$78.9MQ4 FY26
Latest (Q4 FY26): Net income $30.5M, Operating cash flow $78.9M.
Simply Good Foods: diluted shares by fiscal yearSimply Good Foods: diluted shares by fiscal year97MFY21101MFY22101MFY23101MFY24102MFY2592MFY26
-5.1% since FY21: buybacks shrank the count.
Simply Good Foods in its industry: growth against margin (16 companies, SIC 2000)Simply Good Foods in its industry: growth against margin (16 companies, SIC 2000)revenue growth, year over year →↑ operating marginmedian -1%median 0%MDLZCAGCPBFLOBRBRBGSHAINVITLOFRMBYNDLSFBRLSBOFUCFITRWDSMPL (-10%, 14%)
Food and Kindred Products; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Simply Good Foods

The Simply Good Foods Company is a consumer packaged food and beverage company that aims to lead the nutritious snacking movement with trusted brands that offer a variety of convenient, innovative, great-tasting, better-for-you snacks and meal replacements, and other product offerings that seek to address consumers’ increasing demand for protein-rich food that is low in simple carbohydrates. The product portfolio we develop, market and sell consists primarily of protein bars, ready-to-drink (“RTD”) protein shakes, sweet and salty protein snacks and confectionery products marketed under the Quest, Atkins, and OWYN brand names. Simply Good Foods is poised to expand its wellness platform through innovation and organic growth along with acquisition and licensing opportunities.

In its own words, from its 10-K, filed Oct 27, 2026.

Simply Good Foods against its Food and Kindred Products peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -10% against the peers' median -8%. Operating margin: 13.8% against the peers' median 9.0%.

CompanyQuarterRevenueY/YOp. margin
SMPL Simply Good FoodsQ4 FY26$333M-10%13.8%
MDLZ Mondelez InternationalQ3 2026$10.0B+2%17.6%
CAG Conagra BrandsQ1 FY27$2.6B-1%10.3%
CPB Campbell'sQ4 FY26$2.1B-8%0.2%
FLO Flowers FoodsQ2 2026$1.2B-4%5.7%
BRBR Bellring BrandsQ3 FY26$570M+4%11.5%
BGS B&G FoodsQ2 2026$383M-10%9.0%
HAIN Hain Celestial GroupQ4 FY26$263M-28%-21.2%
VITL Vital FarmsQ3 2026$182M-8%-4.2%

Source: Simply Good Foods 10-K on SEC EDGAR · CIK 1702744 · Food and Kindred Products

Guidance and outlook

Simply Good Foods Revenue: guidance against what was reportedSimply Good Foods Revenue: guidance against what was reportedguided rangereported (above / within / below)Q3 FY26$357MFY26$1.4BQ4 FY26$333M
Met or beat 3 of 3 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Simply Good Foods Tax rate: guidance against what was reportedSimply Good Foods Tax rate: guidance against what was reportedguided rangereported (above / within / below)FY26Q4 FY2625.6%
Met or beat 0 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns SMPL and who is buying

Largest holders of SMPL (13F)Largest holders of SMPL (13F)Vanguard Group$213MBlackRock$181MVanguard Portfolio Management LLC$73.1MVanguard Capital Management LLC$49.1MState Street$45.8MGeode Capital Management, LLC$37.3MSilvercrest Asset Management Grou…$33.7MT. Rowe Price Investment Manageme…$33.6MGoldman Sachs Group$32.1MMorgan Stanley$30.2M
Funds' net buying of SMPL by quarter (13F)Funds' net buying of SMPL by quarter (13F)$150M2024-09$167M2024-12$2.2M2025-03$15.5M2025-06−$47.7M2025-09−$66.5M2025-12−$70.0M2026-03−$92.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on SMPL

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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