NASDAQ · Consumer Staples

SIMPLY GOOD FOODS CO SMPL

The Simply Good Foods Company, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names.

Packaged Foods

Company profile

Business mix

  • The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names.
  • It also provides confectionery products, such as peanut butter cups, brownies, caramel candy bites, chocolatey coated peanut candies, and caramel candy bars.
  • In addition, the company licenses certain products that contain its brands and logos; and distributes its products to various retail channels, such as mass merchandise, grocery and drug stores, club and convenience stores, gas stations, and other channels.
  • It also sells its products through e-commerce channels, including questnutrition.com, atkins.com, liveowyn.com, amazon.com and others.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in packaged foods?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 13.51% Buyback 3.36%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 0.3% $16.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $16.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,128,889 / 0
Oaktree Capital Management Howard Marks 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$16.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,128,889 (New) Total shares 1,128,889 Value $16.2M

Recent mentions

No public mentions.