SMPLSimply Good Foods Co
Food And Kindred Products
- Revenue
- $1.4B
- 6.5% YoY
- Operating margin
- -13.2%
- 223% YoY
- EBITDA
- −$155M
- 187% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $259M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired118% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear27% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.2B | $1.2B | $1.3B | $1.5B | $1.4B | 6.5% |
| Operating income | $203M | $205M | $206M | $157M | −$180M | 215% |
| Net income | $109M | $134M | $139M | $104M | −$156M | 250% |
| Operating cash flow | $111M | $171M | $216M | $178M | $181M | 1.5% |
| Capex | $5M | $12M | $6M | $21M | $24M | 17% |
| Stock-based comp | $12M | $14M | $18M | $15M | $17M | 13% |
| Buybacks | $60M | $16M | $0 | $51M | $213M | 319% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.