Simply Good Foods (SMPL)

• Market cap: $3.87B
• 1 day: -1.29%
• 5 days: -3.45%
• 1 month: -2.02%
• 3 months: 13.16%
• 6 months: 5.68%
• Year to date: -3.42%
• 1 year: -1.03%
• 5 years: 38.25%
• 10 years: 219.58%
• Sector: Consumer Staples
• Industry: Food & Kindred Products

About: The Simply Good Foods Co is a consumer packaged food and beverage company. It provides low-carbohydrate, high protein bars, shakes, and other products such as confections, chips, and cookies under the Atkins and Quest brands. The company distributes its products in retail channels, predominantly in North America, including grocery, club, and mass merchandise, as well as through e-commerce, convenience, and other channels. It derives maximum revenue from North America.

Employees: 316

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $2.84M

0.48% more ownership

Funds ownership: 89.85% [Q2] → 90.33% (+0.48%) [Q3]

3% less capital invested

Capital invested by funds: $3.25B [Q2] → $3.14B (-$102M) [Q3]

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 107

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

1% less funds holding

Funds holding: 272 [Q2] → 269 (-3) [Q3]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $42 10% upside
• Avg. target: $43 13% upside
• High target: $45 17% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Mizuho John Baumgartner 70% 1-year accuracy 14 / 20 met price target	17% upside $45	Outperform Maintained	9 Dec 2024
Citigroup Wendy Nicholson 75% 1-year accuracy 3 / 4 met price target	12% upside $43	Buy Maintained	14 Nov 2024
Stephens & Co. Ben Bienvenu 60% 1-year accuracy 12 / 20 met price target	10% upside $42	Overweight Maintained	23 Oct 2024