Simply Good Foods Co (NASDAQ: SMPL) is a nutritious snacking company that markets and sells protein-focused food and beverage products under three brands: Quest, Atkins, and OWYN. Revenue comes from selling packaged consumer goods through wholesale channels to grocery, club, mass merchandise, convenience, specialty, and e-commerce retailers, primarily in North America. Net sales were $1,450.9 million for the fifty-two weeks ended August 30, 2025, up 9.0% from $1,331.3 million for the fifty-three weeks ended August 31, 2024. The company does not manufacture its own products, relying on contract manufacturers, brokers, distributors, and ingredient and packaging suppliers across its supply chain. Income from operations was $156.9 million for the fifty-two weeks ended August 30, 2025, down from $206.5 million for the fifty-three weeks ended August 31, 2024, driven in part by impairment charges on brand, trademark, and licensing agreement intangible assets. The OWYN brand was added via acquisition completed during the fifty-three weeks ended August 31, 2024, expanding the platform into plant-based, allergen-tested protein beverages.
- Revenue model
- Transactional wholesale revenue from selling branded packaged food and beverage products to retail channel partners including grocery, club, mass merchandise, convenience, specialty, and e-commerce operators, primarily in North America.
- Products and services
- Quest brand: protein bars, cookies, chips and salty snacks, confections, ready-to-drink protein shakes, and protein powders targeting consumers seeking high-protein, low-sugar, low-simple-carbohydrate foods. Atkins brand: low-carbohydrate food and meal replacement products targeting consumers managing weight or blood sugar. OWYN brand: plant-based, allergen-tested protein beverages targeting consumers seeking protein-rich, low-sugar, plant-based options.
- Customers and end markets
- Retail channel partners in grocery, club, mass merchandise, convenience, specialty, and e-commerce, primarily in North America. End consumers follow protein-rich, low-carbohydrate, weight management, blood sugar management, or plant-based nutritional philosophies. No specific customer concentration percentages are disclosed in the excerpts.
- Value-chain role
- Brand owner and marketer that outsources manufacturing to contract manufacturers and relies on brokers and distributors for route-to-market. The company holds brand intangible assets and manages product development, selling, and marketing centrally across its brand portfolio.
- Geographic exposure
- Primarily North America, as stated in the FY2025 10-K filed October 28, 2025. No country-level revenue breakdown is provided in the excerpts.
Source: SEC 10-K, filed 2025-10-28
Industry:
Food and Kindred Products
Peers:
Cal-Maine Foods Inc
Hostess Brands, Inc.
J&J Snack Foods Corp
Mondelez International Inc
Marzetti Co
Post Holdings Inc
Seaboard Corp
Tootsie Roll Industries Inc
TreeHouse Foods, Inc.