Skip to main content
Signal8

Simply Good Foods Co (SMPL) Form 8-K — Oct 27, 2026

$SMPLForm 8-KItems 2.02, 9.01Filed Oct 27, 2026, 7:02 AM ET0001702744-26-000028Original filing

Simply Good Foods (SMPL) reported Q4 FY2026 net sales of $333.3 million, down 9.7% year-over-year, with Adjusted EBITDA of $57.5 million down 13.2% and Adjusted Diluted EPS of $0.44 versus $0.46 a year ago. The quarter swung to GAAP net income of $30.5 million only because of lapping a prior-year impairment; full-year FY2026 produced a net loss of $155.9 million including $331.0 million of impairments to goodwill and the Atkins and OWYN brands. Guidance is the headline negative: management expects FY2027 net sales to decline 13-17% and Adjusted EBITDA to fall 9-14%, with Q1 FY2027 sales down 19-22% and Adjusted EBITDA down 28-33%.

Key figures

Eps
0.34
Revenue
333305000
Guidance
FY2027: net sales decline 13-17% YoY; GAAP gross margin +250-300 bps; Adjusted EBITDA decline 9-14%. Q1 FY2027: net sales decline 19-22%, Adjusted EBITDA decline 28-33%. Net interest expense $18-20M; capex $15-20M.
Net Income
30498000
Total Debt
350000000
Revenue Yoy
-9.7% (Q4); -6.5% (FY2026)
Total Assets
2036744000
Cash Position
138425000
Impairment charges
331000000
Q4 adjusted ebitda
57500000
Q4 owyn sales decline
-20.6%
Fy2026 adjusted ebitda
225900000
Q4 adjusted diluted eps
0.44
Q4 atkins sales decline
-14.9%
Fy2026 operating cash flow
181000000
Net debt to adjusted ebitda
0.9x

AI analysis

Red flags5 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    Simply Good Foods Co (SMPL) Form 8-K — Oct 27, 2026: AI Analysis | Signal8