Where is Simply Good Foods Company (SMPL) Headed According to the Street?
Simply Good Foods Company (NASDAQ: SMPL) recently received reaffirmed ratings from Morgan Stanley (Hold, $24 target) and Stifel Nicolaus (Buy, $32 target) on January 20. Stifel highlighted the return of Joe Scalzo as CEO, focusing on improving Quest bar performance, stabilizing the Atkins brand, and sustaining growth for Quest and OWYN. The optimistic rating is also supported by the company's financial flexibility, modest leverage, and anticipated gradual recovery in profitability.
The Simply Good Foods Company $SMPL Position Lessened by Prospector Partners LLC
Prospector Partners LLC decreased its holdings in The Simply Good Foods Company (NASDAQ:SMPL) by 24.7% in the third quarter, reducing its stake to 333,818 shares valued at $8.285 million. Other institutional investors similarly adjusted their positions, with some increasing and others initiating stakes in SMPL. The company's stock currently trades at $16.12, with a market capitalization of $1.49 billion, and analysts have a consensus "Hold" rating with an average price target of $29.67.
Simply Good Foods (NASDAQ:SMPL) Sets New 1-Year Low - Should You Sell?
Simply Good Foods (NASDAQ:SMPL) recently hit a new 52-week low of $15.65, trading significantly below its moving averages. The company reported mixed analyst ratings, with an average "Hold" and a consensus price target of $29.67, despite beating recent EPS and revenue estimates. Its financial profile shows low leverage and strong liquidity, but revenue was down slightly year-over-year.
Assessing Simply Good Foods (SMPL) Valuation After A Sharp Share Price Pullback
Simply Good Foods (SMPL) has experienced a significant share price decline, making its valuation attractive to some investors. Despite the negative returns over recent months, the company remains profitable, and a common market narrative suggests it is undervalued with a fair value estimate of $28.40 compared to its current price of $15.95. This valuation hinges on the continued success and expansion of its Quest salty snacks platform and potential margin improvements, though risks related to Atkins products or OWYN integration could impact these assumptions.
Assessing Simply Good Foods (SMPL) Valuation After A Sharp Share Price Pullback
Simply Good Foods (SMPL) has experienced a significant share price pullback, with declines of 24% over the past month and 58% over the past year, despite remaining profitable. The article explores whether this downturn presents a buying opportunity, noting a narrative fair value of $28.40 which suggests the stock is undervalued. This valuation is supported by the growth of Quest's salty snacks platform but carries risks related to Atkins products and OWYN integration.
Is It Time To Revisit Simply Good Foods (SMPL) After Its Steep Share Price Slide?
Simply Good Foods (SMPL) has experienced a significant share price decline, yet a Discounted Cash Flow (DCF) analysis suggests it is undervalued by 74.2%, with an estimated intrinsic value of $63.67 per share compared to its recent price of $16.41. The company's current P/E ratio of 16.7x is also below the Food industry average and Simply Wall St's calculated Fair Ratio of 23.9x, further indicating a potential discount. Investors are encouraged to use "Narratives" to customize their valuation perspective based on their own assumptions for brands like Quest, Atkins, and OWYN.
Simply Good Foods Co stock hits 52-week low at $16.16
Simply Good Foods Co (SMPL) stock has reached a new 52-week low of $16.16, marking a 58% decline from its 52-week high, with its 1-year price return at -56.94%. Despite the significant price drop and the stock being in oversold territory, the company maintains strong fundamentals with a high current ratio. Recent news includes a board appointment for Joseph E. Scalzo, reiterated Outperform ratings from Mizuho and Bernstein SocGen Group, and a lowered price target from TD Cowen due to weakening retail sales.
Is It Time To Revisit Simply Good Foods (SMPL) After Its Steep Share Price Slide?
Simply Good Foods (SMPL) has experienced a significant share price decline, including a 56.9% drop over the past year. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 74.2%, with an estimated intrinsic value of $63.67 per share compared to its current price of $16.41. The company's P/E ratio of 16.7x is also below both the industry average and Simply Wall St's proprietary Fair Ratio, further indicating a potential undervaluation based on earnings.
The Simply Good Foods Company (NASDAQ:SMPL) Given Consensus Rating of "Hold" by Analysts
The Simply Good Foods Company (NASDAQ:SMPL) has received a consensus "Hold" rating from eleven analysts, with a target price of $29.67. Insider Michael L. Clawson recently increased his stake by purchasing 5,000 shares, and institutional investors hold a significant portion of the company. Despite modest earnings beats and trading near its 52-week low, the company's revenue was slightly down year-over-year.
A Look At Simply Good Foods (SMPL) Valuation As Joe Scalzo Returns To Lead A Renewal Phase
Simply Good Foods (SMPL) is undergoing a leadership change with Joe Scalzo returning as CEO, prompting investors to reassess the company's prospects. Despite a significant decline in share price over the past year, current valuation models suggest the stock is undervalued, with a narrative fair value of $28.40 against a closing price of $17.33. The company's future growth hinges on the continued success of its Quest salty snacks platform, improved performance from Atkins, and smooth integration of OWYN.
Simply Good Foods stock price target lowered to $20 by TD Cowen
TD Cowen has lowered its price target for The Simply Good Foods Group (NASDAQ:SMPL) to $20 from $24, while maintaining a Hold rating, due to weakening retail sales growth and particularly weak performance from the acquired OWYN brand. The company's shares have fallen 53% in the past year, prompting six analysts to revise earnings estimates downwards. Despite these challenges, other firms like Bernstein SocGen Group and Mizuho have reiterated Outperform ratings, with targets of $31 and $30 respectively, following the return of former CEO Joseph E. Scalzo to the board.
A Look At Simply Good Foods (SMPL) Valuation As Joe Scalzo Returns To Lead A Renewal Phase
Simply Good Foods (SMPL) is facing a renewal phase with the return of Joe Scalzo as CEO. Despite a significant share price decline, the company is considered 39% undervalued with a narrative fair value of $28.40, driven by the success of Quest's salty snacks platform. However, the valuation depends on Atkins' performance and the successful integration of OWYN.
Simply Good Foods Resets Leadership And Pay As Shares Lag Targets
Simply Good Foods (SMPL) has reappointed Joseph E. Scalzo as CEO and director, and approved a new equity incentive plan to better align management compensation with company performance. This comes after significant stock declines over the past week, month, year, and five-year periods. The changes signal a strategic pivot focusing on execution and closer alignment between leadership and shareholders amidst challenging market conditions for the company's shares.
Is Simply Good Foods (SMPL) Quietly Rewriting Its Governance Playbook With Scalzo’s Board Return?
The Simply Good Foods Company (SMPL) has appointed Joseph E. Scalzo to its board and as CEO following a leadership change and the approval of a new equity incentive plan. This restructuring aims to align management and shareholder priorities and is expected to influence the company's investment narrative by focusing on profitability stabilization and earnings momentum. Scalzo's return could provide clearer priorities and tighter cost discipline, making visible progress in quarterly earnings a key short-term catalyst, though some operational risks remain.
What Do Analysts Think About Simply Good Foods Company (SMPL)?
Simply Good Foods Company (NASDAQ: SMPL) has received differing analyst opinions, with Morgan Stanley maintaining a Hold rating and Stifel Nicolaus assigning a Buy rating. Stifel Nicolaus highlighted the return of CEO Joe Scalzo, focusing on strategic improvements for Quest and Atkins brands, financial flexibility, and anticipated gradual recovery in profitability. The company produces nutritional food and snacking items under its Quest and Atkins brands.
What Do Analysts Think About Simply Good Foods Company (SMPL)?
Simply Good Foods Company (NASDAQ: SMPL) recently received differing analyst opinions, with Morgan Stanley reaffirming a Hold rating with a $24 price target, while Stifel Nicolaus issued a Buy rating and a $32 price target. Stifel's bullish stance is based on the return of CEO Joe Scalzo, focusing on strategic improvements for Quest bars, Atkins brand stabilization, and growth in Quest and OWYN franchises. The firm also highlighted Simply Good Foods' financial flexibility and anticipated gradual profitability recovery as key factors supporting its optimistic outlook.
Simply Good Foods Leadership Shifts Versus Depressed Valuation And Profit Pressure
Simply Good Foods (NasdaqCM:SMPL) has announced leadership changes, with Joseph E. Scalzo joining the Board and Christopher J. Bealer, CFO, taking on additional accounting responsibilities following Timothy A. Matthews' resignation. These shifts come as the company faces a significantly depressed stock valuation, with shares trading at $17.08 and substantial declines over the past one, three, and five years. The article suggests investors closely monitor how the new leadership addresses the weak short-term sentiment, profit margin pressures (down to 6.3% from 10.4% last year), and the stock's trading position well below analyst targets and fair value.
Simply Good Foods Leadership Shifts Versus Depressed Valuation And Profit Pressure
Simply Good Foods (SMPL) has announced leadership changes, with Joseph E. Scalzo joining the Board and Christopher J. Bealer taking on expanded responsibilities as CFO following other departures/resignations. These changes occur as the company faces a significantly depressed stock valuation, trading 70.3% below its fair value and 40% below analyst targets, alongside profit margin pressures. Investors are advised to monitor how new leadership addresses these challenges and impacts the company's financial performance and stock trajectory.
Simply Good Foods appoints Joseph E. Scalzo to board, shareholders approve new incentive plan
The Simply Good Foods Company (NASDAQ:SMPL) announced the appointment of Joseph E. Scalzo to its board of directors and shareholder approval of a new incentive plan at its annual meeting on January 28, 2026. Scalzo, who also serves as President and CEO, will not receive additional board compensation amidst the company's recent stock pressure. Shareholders also ratified Deloitte & Touche LLP as the accounting firm and approved an annual advisory vote on executive compensation.
Simply Good Foods appoints Joseph E. Scalzo to board, shareholders approve new incentive plan
The Simply Good Foods Company appointed Joseph E. Scalzo to its board of directors following its annual meeting where shareholders approved a new incentive plan. The company's stock has faced significant pressure, though financial fundamentals remain strong. This leadership change and plan approval are seen as strategies to revitalize the company and its brands.
Simply Good Foods Holds Virtual 2026 Annual Stockholder Meeting
The Simply Good Foods Company held its virtual 2026 annual stockholder meeting on January 28, 2026, where shareholders approved various governance changes, including the election of 10 directors and a new equity incentive plan. Joseph E. Scalzo was appointed to the board as a director, filling a vacancy. The company's stock (SMPL) currently holds a Hold rating with a $20.50 price target, and TipRanks' AI Analyst, Spark, rates it as Neutral due to strong cash flow and a solid balance sheet, despite recent revenue slowdown and margin compression.
Simply Good Foods (SMPL) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
Simply Good Foods (SMPL) has recently formed a hammer chart pattern, which is a technical indicator suggesting that the stock may find support and reverse its downtrend. Fundamentally, an upward trend in earnings estimate revisions by Wall Street analysts further supports a bullish outlook. With a Zacks Rank #1 (Strong Buy), the company is well-positioned for potential price appreciation.
A Look At Simply Good Foods (SMPL) Valuation After A Year Of Weak Shareholder Returns
Simply Good Foods (SMPL) has experienced a significant share price decline of 51% over the past year, trading at $18.77. Despite this, analysts peg its fair value at $28.50, suggesting it is 34.1% undervalued, partly due to the success and growth potential of its Quest salty snacks platform. However, achieving this valuation depends on the stability of Atkins and the smooth integration of OWYN.
Hussman Strategic Advisors Inc. Takes $2.09 Million Position in The Simply Good Foods Company $SMPL
Hussman Strategic Advisors Inc. has acquired a new position of 84,000 shares, valued at $2.09 million, in The Simply Good Foods Company (NASDAQ:SMPL). This investment represents a 0.08% ownership stake for Hussman Strategic Advisors. Simply Good Foods recently surpassed earnings per share and revenue estimates, though its revenue saw a slight year-over-year decrease.
Is There Now An Opportunity In Simply Good Foods (SMPL) After A 49% Share Price Slide?
Simply Good Foods (SMPL) has experienced a 48.6% stock price decline over the last year, prompting an analysis of its current valuation. A Discounted Cash Flow (DCF) model suggests the stock is significantly undervalued by 64.8% compared to its current price. While its P/E ratio is close to the broader food industry average and slightly below Simply Wall St's "Fair Ratio," two valuation methods indicate potential undervaluation.
Is There Now An Opportunity In Simply Good Foods (SMPL) After A 49% Share Price Slide?
Simply Good Foods (SMPL) has experienced a significant 48.6% share price decline over the past year, prompting an assessment of its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 64.8% compared to its current trading price of US$20.21, with an estimated intrinsic value of $57.45 per share. Additionally, while its P/E ratio of 20.61x is close to the broader Food industry average, a proprietary "Fair Ratio" indicates the shares are trading slightly below a tailored valuation, suggesting potential undervaluation.
Simply Good Foods welcomes back former CEO
Joe Scalzo has returned to Simply Good Foods Co., the parent company of Quest, as president and CEO, succeeding Geoff Tanner. Scalzo previously led the company for a decade, guiding it through its public debut and the acquisition of Quest in 2019. His return is expected to drive growth and improve profitability for the nutritional brands.
Y Intercept Hong Kong Ltd Acquires 143,458 Shares of The Simply Good Foods Company $SMPL
Y Intercept Hong Kong Ltd significantly increased its stake in The Simply Good Foods Company (NASDAQ:SMPL) by 740% in Q3, acquiring 143,458 additional shares, bringing their total to 162,845 shares valued at $4.04 million. Institutional ownership of Simply Good Foods is high at 88.45%, with major firms like Boston Trust Walden increasing their holdings, while insider activity includes both buying and selling of shares. The company recently surpassed Q4 earnings and revenue estimates and holds an average analyst rating of "Hold" with a mean price target of $29.67.
Simply Good Foods reappoints Joe Scalzo as CEO
The Simply Good Foods Company has reappointed Joe Scalzo as president and chief executive officer, effective immediately, succeeding Geoff Tanner. Scalzo, who previously served as CEO until July 2023, will also join the company’s board of directors on January 28, 2026. His return is aimed at supporting renewed growth and improved profitability, leveraging his extensive experience in transforming the business into a multi-brand nutritional snacking platform.
Simply Good Foods appoints Joe Scalzo as CEO
Simply Good Foods has announced the appointment of Joe Scalzo as its new CEO. The article provides details about this significant leadership change within the company.
Denver-based food giant brings back former CEO after top exec resigns
Simply Good Foods Co., a Denver-based snacking company, has reappointed Joseph Scalzo as its CEO after the previous top executive resigned. Scalzo is a familiar face who will be leading the company once again. The article mentions this change was effective January 23, 2026.
Former Simply Good Foods exec returns to CEO post
Joseph E. Scalzo has returned as president and CEO of The Simply Good Foods Co., succeeding Geoff Tanner. Scalzo previously served as CEO from 2017 to 2023, during which he oversaw the company's public debut and the acquisition of Quest. The board chairman praised Scalzo as a visionary key architect of the business, expressing excitement for future growth under his leadership.
New Simply Good Foods CEO gets option on 2M shares over 3 years
The Simply Good Foods Company (NASDAQ: SMPL) announced that its new President and CEO, Joseph E. Scalzo, received an inducement stock option to purchase 2,000,000 shares. This option has an 8-year term and vests over three years, with approximately one-third vesting annually, contingent on his continued employment. The grant was disclosed under Nasdaq Listing Rule 5635(c)(4), highlighting the company's commitment to retaining its new leadership.
The Simply Good Foods Company Reports CEO Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
The Simply Good Foods Company (NASDAQ: SMPL) announced an inducement grant to Joseph E. Scalzo, their new President and Chief Executive Officer, who started on January 19, 2026. This grant includes an option to purchase 2,000,000 shares of the company's common stock, vesting over three years, as a material inducement for his employment. This disclosure is made in accordance with Nasdaq Listing Rule 5635(c)(4).
The Simply Good Foods Company Reports CEO Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
The Simply Good Foods Company announced an inducement grant to Joseph E. Scalzo upon his appointment as President and Chief Executive Officer. Mr. Scalzo received an option to purchase 2,000,000 shares of common stock, which vests over three years, as per Nasdaq Listing Rule 5635(c)(4). This grant is a material inducement for his employment with the company.
A Look At Simply Good Foods (SMPL) Valuation After Joe Scalzo Returns As CEO
Simply Good Foods (SMPL) has reappointed Joe Scalzo as CEO following recent performance issues and muted guidance. The stock is currently trading at $20.89, below a $28.50 analyst price target, suggesting it may be undervalued. Key growth drivers include OWYN's expanding distribution, but risks like softness in the Atkins brand and integration challenges for OWYN remain.
Joseph E. Scalzo returns to Simply Good Foods
Joseph E. Scalzo has returned as president and chief executive officer of The Simply Good Foods Co., succeeding Geoff Tanner. Scalzo previously served as CEO from 2017 to 2023, overseeing the company's public market debut and the acquisition of Quest. The board chairman, James Kilts, expressed enthusiasm for Scalzo's return to drive growth for stockholders.
Scalzo returns as Simply Good Foods CEO
Joseph Scalzo has returned as the CEO of Simply Good Foods, a role he previously held. The article from MSN news confirms his reappointment to lead the company.
Is Joe Scalzo’s Return to Simply Good Foods (SMPL) Altering The Investment Case For Simply Good Foods (SMPL)?
Joe Scalzo has returned as President and CEO of The Simply Good Foods Company, with his Board appointment effective January 28, 2026. This move aims to reignite growth and improve profitability for the company. Scalzo's past leadership, including the company's public listing and the acquisition of Quest Nutrition, gives him a unique understanding of the brands and operating model, raising expectations for future performance despite a recent challenging earnings period.
Is Joe Scalzo’s Return to Simply Good Foods (SMPL) Altering The Investment Case For Simply Good Foods (SMPL)?
Joe Scalzo's return as President and CEO of Simply Good Foods (SMPL), effective January 28, 2026, aims to reignite growth and improve profitability after a challenging period. His prior leadership, including the company's IPO and the Quest Nutrition acquisition, provides significant continuity but also sets high expectations for stabilizing performance. The article discusses how his return could reshape the investment narrative amidst varied fair value estimates and recent earnings volatility.
Joseph Scalzo returns as Simply Good Foods (SMPL) CEO with major option grant
The Simply Good Foods Company (SMPL) announced that Joseph E. Scalzo has returned as President and CEO, effective January 19, 2026, replacing Geoff Tanner. Scalzo's compensation includes a $1.1 million base salary, a 150% target annual bonus, and a one-time option to purchase 2 million shares of common stock. Additionally, Chief Accounting Officer Timothy A. Matthews resigned, with CFO Christopher J. Bealer assuming his duties.
Simply Good Foods brings back former CEO
Simply Good Foods has reappointed Joe Scalzo as president and CEO, signaling an attempt to boost profitability after a decline in its Atkins brand. Scalzo previously served in the role from 2017 to 2023 and is credited with significant value creation, including the company's public market entry and the acquisition of Quest Nutrition. The move comes as Atkins' sales dropped due to consumers opting for GLP-1 weight loss medications over low-carb diets.
Simply Good Foods appoints Joe Scalzo as President, Chief Executive Officer
The Simply Good Foods Company has announced the appointment of Joseph E. Scalzo as President and Chief Executive Officer, effective immediately. Scalzo, who previously served as the company's CEO until July 2023, will also be appointed as a member of the Board of Directors on January 28, 2026. His return signals a strategic focus on reigniting growth, improving profitability, and renewed innovation for the nutritional snacking company.
Joe Scalzo Returns as CEO of Simply Good Foods Company
Joe Scalzo has returned as CEO of Simply Good Foods Co., the successor to Atkins Nutritionals, replacing Geoff Tanner. Scalzo, who previously served as CEO until July 2023 and executive vice chairman until August 2024, is credited with significant value creation, guiding the company's public debut in 2017, fostering growth, and integrating Quest Nutrition. Simply Good Foods offers nutritional snacks and beverages under the Quest, Atkins, and Owyn brands.
The Simply Good Foods stock gets boost as former CEO returns
The Simply Good Foods Company (NASDAQ: SMPL) has seen its stock receive a boost with the return of former CEO Joe Scalzo, amidst challenges from GLP-1 weight loss medications impacting its Atkins brand. Scalzo's return is expected to focus on innovation and product quality, with hopes to revitalize the Atkins brand, especially after a pilot study showed its products could complement GLP-1 therapies by improving muscle retention. Analysts like Mizuho reiterate an "Outperform" rating, indicating potential upside, while the company also reported strong first-quarter fiscal 2026 results.
Investors Can Find Comfort In Simply Good Foods' (NASDAQ:SMPL) Earnings Quality
Despite soft profit numbers in its recent earnings report, Simply Good Foods (NASDAQ:SMPL) shows promising signs due to an impact from unusual items. The company's profit was reduced by US$84m from these non-recurring items, suggesting that future profitability could improve if these expenses do not repeat. Analysts' forecasts for future profitability are available, and the article suggests that the company's earnings potential is better than it might appear at first glance.
Investors Can Find Comfort In Simply Good Foods' (NASDAQ:SMPL) Earnings Quality
Simply Good Foods (NASDAQ:SMPL) reported recent earnings that were considered soft by the market, yet the company shows promising underlying signs. A significant reduction in profit by US$84m due to unusual items over the last year suggests potential for improved future earnings if these non-recurring expenses do not repeat. Analysts' forecasts for future profitability indicate an optimistic outlook for the company once these atypical events are accounted for.
Joe Scalzo Returns as CEO of The Simply Good Foods Company
Joe Scalzo has returned as president and CEO of The Simply Good Foods Company, succeeding Geoff Tanner. Scalzo previously served as CEO until July 2023 and executive vice chairman until August 2024, overseeing the company's public market debut and the acquisition of Quest Nutrition. He will join the Board of Directors on January 28, bringing extensive experience and a vision to maintain the company's leadership in nutritional snacking.
Snack-maker Simply Good Foods turns to former CEO to revive growth
Simply Good Foods (NASDAQ: SMPL) has reappointed Joe Scalzo as President and CEO, effective immediately, to lead a new phase of growth and improved profitability. Scalzo previously served as CEO until July 2023 and as Executive Vice Chairman until August 2024, having overseen the company's 2017 public debut and the acquisition of Quest Nutrition. The company also reaffirmed its Fiscal Year 2026 outlook as unchanged, signaling guidance stability despite the leadership transition.
Simply Good Foods Appoints Joe Scalzo as President and Chief Executive Officer
The Simply Good Foods Company (NASDAQ: SMPL) announced the reappointment of Joe Scalzo as President and Chief Executive Officer, effective immediately. Scalzo, who previously served as CEO until July 2023, will focus on reigniting growth and improving profitability. He is set to join the Board of Directors on January 28, 2026, and the company has reaffirmed its Fiscal Year 2026 outlook.
