Every material Form 8-K Simply Good Foods has filed with the SEC since October 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Simply Good Foods reported fiscal fourth-quarter and full-year 2026 results and gave fiscal 2027 guidance calling for lower net sales and Adjusted EBITDA. For the full year, the company recorded a net loss of $155.9 million after a $331.0 million non-cash impairment charge, compared with net income of $103.6 million a year earlier. The outlook for fiscal 2027 projects further declines, which matters to shareholders because it points to weaker sales and earnings ahead.
Fiscal 2026 net sales were $1,356.5 million, down 6.5%, and Adjusted Diluted EPS was $1.70 versus $1.92
Fourth-quarter net income was $30.5 million versus a net loss of $12.4 million a year earlier, while Adjusted EBITDA fell 13.2% to $57.5 million
Fiscal 2027 outlook: net sales down 13% to 17%, Adjusted EBITDA down 9% to 14%, and first-quarter net sales down 19% to 22%
Simply Good Foods reported fiscal third-quarter 2026 net sales of $357.0 million, down 6.3% from a year earlier, and a net loss of $52.0 million, compared with net income of $41.1 million a year ago. The loss reflects an $82.0 million non-cash impairment charge, and adjusted EBITDA fell 22.5% to $57.2 million. The company updated its fiscal 2026 outlook, now expecting net sales of $1.345 billion to $1.355 billion and adjusted EBITDA of $220 million to $225 million.
Q3 net sales of $357.0 million vs. $381.0 million a year earlier; Atkins sales fell 24.6%
Q3 net loss of $52.0 million, or $0.58 per diluted share, vs. $0.40 diluted earnings per share a year earlier, including an $82.0 million impairment
Fiscal 2026 adjusted EBITDA now expected at $220 million to $225 million, down 21% to 19% year-over-year
Fourth-quarter net sales expected at $322 million to $332 million
Simply Good Foods said its Senior Vice President and Chief Human Resources Officer, Amy Held, a named executive officer, will leave the company by June 1, 2026, as part of several corporate realignment initiatives announced April 20, 2026. Her departure is governed by the company's executive severance plan, and the compensation committee accelerated vesting of 6,881 time-based restricted stock units to June 1, 2026.
Amy Held, SVP and Chief Human Resources Officer, will depart by June 1, 2026.
Her severance benefits are provided under the Third Amended and Restated Executive Severance Plan.
The compensation committee accelerated vesting of 6,881 time-based restricted stock units to June 1, 2026.
The departure was announced alongside several corporate realignment initiatives on April 20, 2026.
Simply Good Foods reported fiscal second-quarter 2026 net sales of $326.0 million, down from $359.7 million a year earlier, and a net loss of $159.7 million, driven by a $249.0 million non-cash impairment charge on the Atkins and OWYN brands. The company also updated its fiscal 2026 outlook, with net sales now expected at $1.31 to $1.35 billion and adjusted EBITDA at $217 to $225 million, and gave a third-quarter net sales range of $329 to $338 million.
Q2 net sales of $326.0 million fell 9.4%; Atkins declined 26.6% and OWYN 16.8%, while Quest grew 0.3%.
Q2 net loss of $159.7 million compared with net income of $36.7 million; adjusted diluted EPS was $0.45 versus $0.46.
Fiscal 2026 outlook: net sales $1.31 to $1.35 billion and adjusted EBITDA $217 to $225 million; gross margin expected to decline 300 to 350 basis points.
Q3 outlook: net sales of $329 to $338 million, down 14% to 11%, and adjusted EBITDA of $46 to $50 million.
At its January 28, 2026 annual meeting, Simply Good Foods stockholders elected 10 director nominees, approved a new Simply Good Foods Incentive Plan, and approved the advisory say-on-pay vote. The board also appointed Joseph E. Scalzo, an employee, as a director to fill the vacancy left by Geoff E. Tanner's departure on January 18, 2026.
Joseph E. Scalzo appointed to the board on January 28, 2026, to serve until the 2027 annual meeting; he will not receive extra board pay and will not sit on any committee.
Stockholders approved the 2025 Plan, which replaces the 2017 Omnibus Incentive Plan; no further grants will be made under the prior plan.
Say-on-pay passed with 76,530,934 votes for and 2,777,254 against; Deloitte & Touche LLP was ratified as auditor with 82,771,063 votes for.
Joseph E. Scalzo returned as President and CEO of Simply Good Foods effective January 19, 2026, succeeding Geoff Tanner, who stepped down as CEO and board member effective January 18, 2026. The company also said its fiscal 2026 outlook, reaffirmed on January 8, 2026, remains unchanged, and that Chief Accounting Officer Timothy Matthews resigned effective February 6, 2026, with CFO Christopher Bealer taking on that role.
Scalzo's employment agreement has an initial two-year term, a $1,100,000 annual base salary and a target annual bonus of 150% of base salary.
Scalzo receives a one-time inducement stock option covering 2,000,000 shares, with an eight-year term and vesting over three years.
Tanner's separation agreement provides cash severance of $3,519,454 and a prorated fiscal 2026 bonus of $350,568, and 95,826 restricted stock units vested.
Scalzo joins the board on January 28, 2026, following the Annual Meeting of Stockholders; the company's fiscal 2026 outlook remains unchanged.
Simply Good Foods reported fiscal first quarter 2026 results, with net sales of $340.2 million, down 0.3% year over year, and net income of $25.3 million, down 33.7%. Adjusted EBITDA fell 20.6% to $55.6 million, and gross margin declined 590 basis points to 32.3%, driven by input inflation and tariff costs. The company reaffirmed its full-year fiscal 2026 outlook and raised its share repurchase authorization by $200 million, which matters to shareholders because profit fell sharply while the company kept its guidance and returned cash through buybacks.
Net sales of $340.2 million vs. $341.3 million; Quest grew 9.6% while Atkins fell 16.5% and OWYN fell 3.3%
Net income of $25.3 million vs. $38.1 million; diluted EPS of $0.26 vs. $0.38; adjusted diluted EPS of $0.39 vs. $0.49
Fiscal 2026 outlook reaffirmed: net sales -2% to +2%, gross margins down 100 to 150 basis points, adjusted EBITDA -4% to +1%
Board approved a $200 million increase to the repurchase program on January 6, 2026; about $224 million is available
Simply Good Foods USA, a subsidiary of The Simply Good Foods Company, entered into Amendment No. 8 to its credit agreement on November 19, 2025. The amendment adds a $150 million incremental term facility to fund working capital and general corporate purposes, and extends the revolving and term loan maturities to December 2029 and March 2030. The filing shows added borrowing capacity and longer debt maturities, but also a larger debt load for shareholders to consider.
Amendment No. 8 established a $150 million incremental term facility (2025 Incremental Term Loans).
Revolving facility maturity extended to December 16, 2029; term loan maturity extended to March 17, 2030.
Revolving SOFR loans now bear interest at SOFR plus 2.00%, with a 0.00% floor.
Simply Good Foods reported a fourth-quarter fiscal 2025 net loss of $12.4 million, compared with net income of $29.3 million a year earlier, after a $60.9 million non-cash impairment on the Atkins brand. For the full year, net sales rose 9.0% to $1,450.9 million and Adjusted EBITDA rose 3.4% to $278.2 million, but fiscal 2026 guidance calls for Adjusted EBITDA of -4% to +1% and gross margins down 100 to 150 basis points, which matters to shareholders because profit is expected to fall before it recovers.
Q4 net sales were $369.0 million, down 1.8%, and Adjusted Diluted EPS was $0.46 versus $0.50.
A $60.9 million non-cash impairment was recorded on the Atkins brand and related intangible assets.
Fiscal 2026 outlook: net sales -2% to +2%, Adjusted EBITDA -4% to +1%, gross margins down 100 to 150 basis points.
On October 21, 2025, the board approved a $150 million increase to the stock repurchase program, leaving $171 million available as of October 23, 2025.
Simply Good Foods reported fiscal third-quarter 2025 results for the period ended May 31, 2025, with net sales up 13.8% to $381.0 million, helped by the OWYN acquisition. Net income slipped 0.6% to $41.1 million and diluted EPS fell to $0.40 from $0.41, while Adjusted EBITDA rose 2.8% to $73.9 million. The company narrowed its fiscal 2025 outlook, now expecting net sales growth of 8.5% to 9.5% and Adjusted EBITDA growth of 4% to 5%.
Q3 net sales of $381.0 million, up from $334.8 million; OWYN contributed $33.6 million and organic net sales grew 3.8%
Diluted EPS of $0.40 vs. $0.41 a year earlier; Adjusted Diluted EPS of $0.51 vs. $0.50
Gross margin of 36.4%, down 350 basis points; company maintains expectation of about a 200 basis point full-year gross margin decline
Cash flow from operations was $133.1 million for the nine months vs. $166.8 million; term loan repaid $50.0 million in the quarter, with $250.0 million outstanding
Simply Good Foods appointed Christopher J. Bealer, currently Senior Vice President, Finance, as Chief Financial Officer effective July 3, 2025, succeeding the CFO transition previously announced. The company also amended its executive severance plan, changing the cash severance multiples payable after a qualifying termination tied to a change in control for its CEO and certain officers.
Christopher J. Bealer, age 48, appointed CFO effective July 3, 2025; he joined the company April 1, 2025 and reports to CEO Geoff E. Tanner
Initial annual base salary of $500,000; long term equity target of 150% of base salary and annual cash bonus target of 75% of base salary
Third Amended and Restated Executive Severance Plan adopted May 23, 2025; CEO severance multiple set at 3 times and CFO, Chief Legal Officer and Chief Human Resources Officer at 2 times, applicable only after a qualifying change-in-control
Simply Good Foods reported fiscal second-quarter results for the period ended March 1, 2025, with net sales of $359.7 million versus $312.2 million a year earlier, net income of $36.7 million versus $33.1 million, and diluted EPS of $0.36 versus $0.33. The company reaffirmed its fiscal 2025 outlook for net sales growth of 8.5% to 10.5% and Adjusted EBITDA growth of 4% to 6%. The filing also states that CFO Shaun Mara will retire effective July 3, 2025, and that Christopher J. Bealer is expected to succeed him.
Q2 net sales were $359.7 million versus $312.2 million; OWYN contributed $33.8 million and organic net sales grew 4.4%
Adjusted EBITDA was $68.0 million versus $57.8 million, while gross margin fell to 36.2%, down 120 basis points
Fiscal 2025 outlook reaffirmed: net sales expected to rise 8.5% to 10.5% and Adjusted EBITDA to rise 4% to 6%
Year-to-date operating cash flow was about $63.3 million versus $94.0 million; CFO Shaun Mara retires July 3, 2025
Simply Good Foods USA, a subsidiary of Simply Good Foods, entered a Repricing Amendment on January 31, 2025 to its 2017 Credit Agreement. The amendment lowers the rate on its Initial Term Loans, which lowers borrowing costs on that debt, and removes the credit spread adjustment on SOFR loans. The filing does not state the loan balance or annual savings.
SOFR-based Initial Term Loans rate reduced from 2.50% to 2.00%
ABR-based Initial Term Loans rate reduced from 1.50% to 1.00%
Credit spread adjustment removed for SOFR loans; prepayment premium period reset to six months after the amendment's effective date
Amendment signed January 31, 2025 with Barclays Bank PLC as administrative agent
CFO Shaun P. Mara notified the company on January 27, 2025, that he will retire effective July 3, 2025, and will remain CFO until then. The company hired Christopher J. Bealer, whose most recent executive role was EVP Corporate Controller at Reckitt, as Senior Vice President of Finance effective April 1, 2025, and he is expected to succeed Mara as CFO on July 3. The planned transition gives shareholders a roughly three-month overlap period before the handover.
Shaun P. Mara will retire as CFO effective July 3, 2025, and resign from all company positions then.
Christopher J. Bealer starts as Senior Vice President of Finance on April 1, 2025, and is expected to become CFO on July 3, 2025.
Bealer has almost 23 years of consumer packaged goods experience and most recently led a global team of over 600 employees at Reckitt.
At the January 23, 2025 annual meeting, all 11 director nominees were elected, and Deloitte & Touche LLP was ratified as auditor with 94,462,324 votes for.
Simply Good Foods reported fiscal first quarter 2025 results for the thirteen weeks ended November 30, 2024. Net sales rose 10.6% to $341.3 million, net income rose to $38.1 million, and diluted EPS was $0.38 versus $0.35, while the company reaffirmed its fiscal 2025 outlook. The results include the OWYN acquisition, completed June 13, 2024, which contributed $32.3 million of net sales.
Net sales $341.3 million vs. $308.7 million, up 10.6%, driven mainly by the OWYN acquisition
Adjusted EBITDA $70.1 million vs. $62.0 million; diluted EPS $0.38 vs. $0.35; adjusted diluted EPS $0.49 vs. $0.43
Fiscal 2025 outlook reaffirmed: net sales expected to increase 8.5% to 10.5% and Adjusted EBITDA to increase 4% to 6%
Cash flow from operations was $32.0 million vs. $47.5 million; the company repaid $50.0 million of term loan debt, leaving $350.0 million outstanding
The Simply Good Foods Company reported fourth quarter and full fiscal 2024 results on October 24, 2024, with net sales up in both periods, including the June 13, 2024 OWYN acquisition. Quarterly net income and diluted EPS fell from a year earlier, while Adjusted EBITDA rose, and the company gave a fiscal 2025 outlook that anticipates gross margin compression.
Q4 net sales of $375.7 million vs $320.4 million; net income of $29.3 million vs $36.6 million; diluted EPS of $0.29 vs $0.36
Q4 Adjusted EBITDA of $77.5 million vs $67.3 million; fiscal 2024 Adjusted EBITDA of $269.1 million vs $245.6 million
Fiscal 2025 outlook: net sales expected to rise 8.5% to 10.5% and Adjusted EBITDA 4% to 6%; gross margin compression anticipated
Q4 business transaction costs of $11.8 million related to the OWYN acquisition
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Simply Good Foods filing is on SEC EDGAR ↗. 8-K briefs of other companies →