Snapshot
Simply Good Foods Co reported $369M of revenue in Q4 2025, up -1.8% year over year, with diluted EPS of $-0.12 and an operating margin of -3.2%.
- Revenue
- $369M
- YoY growth
- +-1.8%
- Diluted EPS
- $-0.12
- Operating margin
- -3.2%
$369M
Revenue
+-1.8%
YoY growth
$-0.12
Diluted EPS
-3.2%
Operating margin
01 Key takeaways
What management said
- •Today, Geoff Tanner, President and CEO, and Chris Bealer, CFO, will provide you with an overview of our results, which were provided in our earnings release issued earlier this morning.
- •Due to the company's asset-light, high cash flow business model, we evaluate our performance on an adjusted basis as it relates to EBITDA and diluted EPS.
- •The acquisition of Only What You Need, or OWYN, was completed on June 13, 2024.
- •As we have now lapped the anniversary date of the OWYN acquisition, the use of organic refers to year-over-year growth for brands we have owned for more than 12 months on a comparable basis.
- •We delivered 9% reported net sales growth, including 3% on an organic basis, and grew adjusted EBITDA by 3%.
- •On a pro forma basis, including OWYN, but excluding the extra week from the prior year, net sales increased over 4% with adjusted EBITDA up approximately 6%.
- •Our recent acquisition of OWYN enhanced our presence in the fast-growing ready-to-drink shake segment, while positioning us to become a leader of the rapidly accelerating clean label movement.
- •We ramped up productivity initiatives to combat inflation and free up funds to fuel our growth.
- •Overall, our fiscal year finished generally in line with our guidance, with some modestly higher costs impacting our margins as we exited the year.
- •Organic net sales grew at least 3% in each of the last three quarters.
- •Excluding the small contribution from OWYN prior to the anniversary date of the acquisition's closing, as well as the lap of the 53rd week, organic net sales grew 3.5%.
- •Excluding the inventory step-up related to the acquisition of OWYN, which was a 90 basis points headwind to gross margins in the fourth quarter of last year, gross margins declined 540 basis points.
SourcesCompany financials · earnings call
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