Dec 29, 2025 • Finviz
BEARISH
3 Reasons to Sell SMPL and 1 Stock to Buy Instead
The article suggests selling Simply Good Foods Co (SMPL) due to its limited distribution channels, projected revenue growth slowdown, and declining free cash flow margin. The stock has dropped 36.7% in the last six months, and despite a reasonable forward P/E, its shaky fundamentals present too much downside risk. Instead, the author recommends investing in an "all-weather company" that owns Taco Bell.
Dec 26, 2025 • MarketBeat
SOMEWHAT-BEARISH
Covea Finance Lowers Stock Position in The Simply Good Foods Company $SMPL
Covea Finance significantly reduced its stake in The Simply Good Foods Company (NASDAQ:SMPL) by 45.4% in the third quarter, now holding 134,000 shares valued at $3.33 million. The Simply Good Foods Company missed Q3 earnings expectations, reporting an EPS of $0.46 against a consensus of $0.48 and a 1.8% year-over-year revenue decline. Despite mixed insider activity and an average "Hold" rating from analysts, institutional investors maintain a substantial 88.45% ownership in the company.
Dec 23, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Bernstein’s Bullish Call and Insider Moves Might Change The Case For Investing In Simply Good Foods (SMPL)
Bernstein has reaffirmed its bullish stance on Simply Good Foods (SMPL), citing stronger-than-expected U.S. scanner sales trends, alongside recent insider share purchases and changing institutional positions. While the company's FY2025 guidance projects net sales to rise 8.5% to 10.5%, investors are cautioned about potential profitability challenges if the OWYN integration does not deliver expected earnings uplift. The article highlights the importance of considering multiple perspectives on the company's fair value and future performance.
Dec 22, 2025 • MarketBeat
NEUTRAL
The Simply Good Foods Company (NASDAQ:SMPL) Receives Consensus Recommendation of "Hold" from Analysts
The Simply Good Foods Company (NASDAQ:SMPL) has received a consensus "Hold" recommendation from analysts, with an average 1-year price target of $30.22 against a current trading price of around $19.64. The company reported $0.46 EPS for the last quarter, missing estimates, and revenue was down 1.8% year-over-year. Insider transactions showed mixed signals, with a CAO selling shares while a director purchased shares.
Dec 21, 2025 • Finviz
SOMEWHAT-BEARISH
Shelf-Stable Food Stocks Q3 Teardown: Simply Good Foods (NASDAQ:SMPL) Vs The Rest
This article analyzes the Q3 performance of several shelf-stable food stocks, focusing on Simply Good Foods (NASDAQ:SMPL) compared to its peers. It details individual company revenues and market reactions, noting that Simply Good Foods' stock is down despite solid fiscal year results. The report also highlights J&J Snack Foods (NASDAQ:JJSF) as a top performer with strong EBITDA and EPS beats.
Dec 21, 2025 • Sahm
BULLISH
Does Simply Good Foods’ Slumping Share Price Signal a Long Term Opportunity in 2025?
Simply Good Foods (SMPL) has seen its share price drop significantly year-to-date, raising questions about its recovery potential amidst shifting consumer preferences and increased competition. Despite this, Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 62.3%, and its Price-to-Earnings (PE) ratio also indicates it is modestly undervalued compared to its tailored Fair Ratio. The article explores how different valuation methods point to a potential long-term opportunity for investors.