What is Simply Good Foods's latest dividend and current dividend yield?

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What is the market's earnings forecast for Simply Good Foods next quarter?

What factors drove the changes in Simply Good Foods's revenue and profit?

Did Simply Good Foods beat or miss consensus estimates last quarter?

What were the key takeaways from Simply Good Foods’s earnings call?

What is Simply Good Foods's gross profit margin?

What were the key takeaways from Simply Good Foods's earnings call?

- **Topline Growth Driven by Quest & OWYN**: Quest (+13% 52wk) and OWYN (+34%) offset Atkins decline, with 75% of revenue from these two brands
- **Challenges & Solutions**: 
  - Atkins SKUs rationalized to top 25% velocity items
  - Cocoa costs locked at lower rates for 2H2026
  - $30M CapEx for expanded capacity in high-growth salty snacks
- **Financial Outlook**: 
  - FY2026: -2% to +2% net sales growth
  - Q1 2026: -25% EBITDA YoY
  - Q4 2026: +10%+ EBITDA YoY
- **Share Buybacks**: $150M program expansion, $171M remaining under authorization

**【CEO Summary Section】**
- Fiscal 2025 net sales grew 9% (3% organic), with Quest and OWYN driving 75% of revenue. Quest grew 13% on a 52-week basis, while OWYN expanded 34%.
- Atkins faced a 12% consumption decline due to distribution cuts, but Quest and OWYN offset this with strong growth in salty snacks and shakes.
- Key initiatives include: 
  - $30M-$40M CapEx for expanded capacity in high-growth salty snacks
  - New advertising campaigns for Quest and OWYN
  - Rationalizing Atkins SKUs to focus on top 25% velocity items
  - Cocoa pricing locked at lower rates for Q3+2026

**【CFO Financial Commentary】**
- Q4 2025: 
  - Net sales $369M (-1.8% YoY)
  - Gross margin 34.3% (-450bps YoY)
  - Adjusted EBITDA $66.2M (-14.5% YoY)
  - Impairment charge of $60.9M on Atkins intangibles
- FY 2025: 
  - Net sales $1.4B (+9% YoY)
  - Adjusted EBITDA $253M (+3% YoY)
  - Free cash flow $178M
- FY 2026 Outlook: 
  - Net sales -2% to +2% YoY
  - Gross margin decline 100-150bps
  - Adjusted EBITDA -4% to +1% YoY
  - Q1 2026: 
    - Gross margin ~32.5% (-580bps YoY)
    - Adjusted EBITDA -25% YoY
  - Q4 2026: 
    - Gross margin expansion vs. Q4 2025
    - Adjusted EBITDA +10%+ YoY

**【Q&A Highlights】**
- OWYN quality issue resolved, with incremental trade spend and marketing to reaccelerate growth
- Quest pricing elasticity expected to peak in Q1, with full impact by Q2
- Atkins SKUs in top 25% velocity growing, while bottom 10-15% being rationalized
- Cocoa costs locked at lower rates for 2H2026, with spot prices offering further upside
- $150M share buyback authorization expanded, with $171M remaining under program

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