Filing Flows › Simply Good Foods (SMPL) › Q4 FY26 › vs Q3 FY26
Simply Good Foods (SMPL) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Simply Good Foods's revenue fell $23.7M (-7%) from $357M in Q3 FY26 to $333M in Q4 FY26. Gross margin 34.0% against 32.5% (+1.5 pts).
Simply Good Foods, Q4 FY26: revenue $333M (-10% year over year), operating margin 13.8%, net earnings $30.5M, operating cash flow $78.9M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 34.0% | 32.5% | +1.5 pts |
| Operating margin | 13.8% | -14.0% | +27.7 pts |
| Net margin | 9.2% | -14.6% | +23.7 pts |
| Free cash flow margin | 19.5% | 11.6% | +7.8 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $333M | $357M | −$23.7M | -7% |
| Gross profit | $113M | $116M | −$2.8M | -2% |
| Cost of revenue | $220M | $241M | −$20.9M | -9% |
| Operating profit | $45.9M | −$49.9M | $95.7M | — |
| Operating expenses | $67.4M | $166M | −$98.5M | -59% |
| Pre-tax earnings | $41.0M | −$54.9M | $96.0M | — |
| Other expense, net | $4.9M | $5.1M | −$205K | -4% |
| Sales & marketing | $32.4M | $39.2M | −$6.7M | -17% |
| General & admin | $30.6M | $40.5M | −$9.9M | -24% |
| Other operating costs | $4.5M | $86.3M | −$81.9M | -95% |
| Net earnings | $30.5M | −$52.0M | $82.5M | — |
| Income tax | $10.5M | −$3.0M | $13.5M | — |
| Depreciation & amortization | $6.2M | $6.0M | $132K | +2% |
| Share-based compensation | $4.1M | $5.6M | −$1.5M | -27% |
| Working capital & other | $38.1M | $84.3M | −$46.2M | -55% |
| Operating cash flow | $78.9M | $44.0M | $34.9M | +79% |
| Free cash flow (OCF − capex) | $64.9M | $41.5M | $23.3M | +56% |
| Capital expenditures | $14.0M | $2.5M | $11.6M | +470% |
Questions
How much did Simply Good Foods's revenue grow quarter over quarter in Q4 FY26?
Simply Good Foods's revenue fell $23.7M (-7%) from $357M in Q3 FY26 to $333M in Q4 FY26. Gross margin 34.0% against 32.5% (+1.5 pts).