Every material Form 8-K Simply Good Foods filed with the SEC in 2026, 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
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