Made for those who want all the flavor with the benefits of a nutritional boost, Quest™ Bake Shop brings a new level of snacking to the table. Each Chocolate Brownie, Blueberry Muffin, and Chocolate Chip Muffin has 10g of protein, 2-3g of net carbs, and less than 2g of sugar per serving. Quest's mission to turn snacks into ultimate hacks makes it easier than ever to enjoy the classic and nostalgic flavors consumers love while supporting their goals. Quest™ Bake Shop Brownies: Cheat on brownies with brownies ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________ FORM 10-Q _______________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 25, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001 ...

财务数据和关键指标变化 - 第三季度净销售额为3.348亿美元,同比增长3.1% [52] - 第三季度毛利率为39.9%,同比增加320个基点,主要由于原料和包装成本下降 [53][54] - 第三季度调整后EBITDA为7190万美元,同比增长7.9% [55] - 前三季度净销售额为9.556亿美元,同比增长近4% [58] - 前三季度毛利率为38.3%,同比增加220个基点 [58] - 前三季度调整后EBITDA为1.917亿美元,同比增长7.5% [59] 各条业务线数据和关键指标变化 - Quest品牌第三季度零售销售额在测量渠道增长13.5%,主要由于销量增长 [22][25] - Quest品牌第三季度非测量渠道零售销售额估计增长约12% [24] - Quest品牌第三季度条形棒和薯片零售销售额分别增长约2%和27% [25] - Quest品牌薯片零售销售额增长近50%,占Quest测量渠道销售额的25% [26][27] - Atkins品牌第三季度零售销售额在测量渠道和总体渠道分别下降9%和5% [33][34] - Atkins品牌第三季度电商销售额增长16% [33] 各个市场数据和关键指标变化 - 第三季度北美地区净销售额增长3.2%,国际地区净销售额下降2.4% [52] - 第三季度总体零售销售额在测量和非测量渠道增长5%,高于净销售额增速 [13][21] 公司战略和发展方向及行业竞争 - 公司完成收购OWYN,这是一个快速增长的植物蛋白饮料品牌,增加了公司在饮料类别的份额 [45][46] - 公司将专注于OWYN的核心业务发展,在第一年内让OWYN独立运营,之后再整合协同效应 [91][92] - 公司看好营养零食行业的长期增长前景,认为公司的三大品牌都能抓住消费者对健康、低糖、高蛋白产品的需求 [49][50] - 公司将继续加大对Quest品牌的广告投入,以支持其持续高速增长 [107][108] - 公司将对Atkins品牌进行更深入的ROI评估,剔除一些投资回报较低的营销和促销活动 [79][110] 管理层对经营环境和未来前景的评论 - 管理层对营养零食行业的长期增长前景持乐观态度,认为公司品牌能够抓住消费者需求 [49][50] - 管理层对Quest品牌的广告效果和未来增长前景感到乐观,将大幅增加广告投入 [107][108] - 管理层认为Atkins品牌需要进一步优化营销投资组合,短期内会对销售造成一定影响,但有利于长期可持续发展 [79][110] - 管理层对OWYN品牌的增长前景和与公司协同效应感到乐观,未来一年将专注于发展OWYN的核心业务 [91][92] 其他重要信息 - 公司完成OWYN收购,OWYN将为第四季度贡献2500万美元至3000万美元的销售额 [18] - OWYN CEO Mark Olivieri已加入公司高管团队,担任OWYN高级副总裁兼总经理 [16] - 公司预计2024财年全年调整后EBITDA增长约8%,高于此前6%-8%的预期 [18][67] - 公司预计2025财年毛利率将受原料成本上涨的影响而有所下降,尤其是下半年 [58][59] 问答环节重要的提问和回答 问题1 **Matthew Smith 提问** 为什么在营养零食行业和Atkins品牌规模较大的情况下,公司要降低对Atkins的投资力度? Atkins明年的增长潜力如何? [70] **Geoff Tanner 回答** 公司将对投资组合进行全面评估,包括高增长的Quest品牌和新收购的OWYN品牌。对Atkins品牌来说,公司发现一些营销和促销投资的投资回报率较低,为了建立Atkins的长期可持续发展,公司决定收紧这些低效投资,这将短期内影响Atkins的销售增长。但公司仍然看好Atkins的长期前景,特别是随着新的减肥药物引发的消费者对健康管理的关注度提升。公司将继续推进Atkins的品牌革新计划。 [79][110][112] 问题2 **Alexia Howard 提问** 除了原料成本上涨的影响,公司2025财年还有哪些其他值得关注的因素? [78] **Geoff Tanner 和 Shaun Mara 回答** 公司长期算法为4%-6%的销售增长和略高于此的利润增长。2025财年,Atkins品牌的销售可能会受到一些低效营销投资被剔除的影响而有所下降,但Quest和OWYN品牌有望保持较高增长。总的来说,公司2025财年的整体增长可能会落在4%-6%销售增长区间的下限,但仍好于行业整体。此外要考虑2024财年有53周而2025财年只有52周的影响。[79][80][81][82]

Simply Good Foods (SMPL) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.17%. A quarter ago, it was expected that this nutritional foods company would post earnings of $0.37 per share when it actually produced earnings of $0.40, delivering a surprise of 8.11%.Over the last four quar ...

DENVER, June 27, 2024 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (NASDAQ:SMPL) ("Simply Good Foods," or the "Company"), a developer, marketer and seller of branded nutritional foods and snacking products, today reported financial results for the thirteen and thirty-nine weeks ended May 25, 2024. The Company completed the acquisition of Only What You Need, Inc. ("OWYN") on June 13, 2024, therefore, fiscal third quarter 2024 results exclude the performance of this brand. The reference to "legacy" Simpl ...

CharlieAJA Back in early April of 2023, I wrote an article discussing the investment worthiness of The Simply Good Foods Company (NASDAQ:SMPL). For those not familiar with the company, it is a consumer packaged food and beverage business that's focused on what it calls the nutritious snacking market. It sells a variety of offerings such as protein bars, ready to drink shakes, sweet and salty snacks, confectionery products, and more. At that time, I found the company interesting. The firm had a history o ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Simply Good Foods (SMPL) reports results for the quarter ended May 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 27. ...

DENVER, June 13, 2024 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (Nasdaq: SMPL) (“Simply Good Foods,” or the “Company”), a developer, marketer and seller of branded nutritional foods and snacking products, today announced it has completed the acquisition of Only What You Need (“OWYN”), a leading plant-based ready-to-drink (“RTD”) protein shake brand, which was previously announced on April 29, 2024. OWYN is the fastest growing1 RTD protein shake brand in the market and enhances Simply Good Foods’ por ...

DENVER, June 13, 2024 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (Nasdaq: SMPL) (“Simply Good Foods,” or the “Company”), a developer, marketer and seller of branded nutritional foods and snacking products, today announced it has completed the acquisition of Only What You Need (“OWYN”), a leading plant-based ready-to-drink (“RTD”) protein shake brand, which was previously announced on April 29, 2024. OWYN is the fastest growing1 RTD protein shake brand in the market and enhances Simply Good Foods’ por ...

DENVER, June 11, 2024 (GLOBE NEWSWIRE) -- The Simply Good Foods Company (NASDAQ:SMPL) ("Simply Good Foods" or the "Company"), a developer, marketer and seller of branded nutritional foods and snacking products, today announced it will report financial results for the 13 week fiscal third quarter ended May 25, 2024, on Thursday, June 27, 2024, before market open. The Company will host a conference call to discuss these results with additional comments and details provided at that time. Participating on the c ...