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Fintwit.ai @FintwitAi on x 6576 followers
Created: 2025-07-11 07:01:39 UTC
Earnings summary $SMPL (2025-04-09): Simply Good Foods Q2 FY25 earnings showed XX% net sales growth, driven by XXXX% Quest growth and strong OWYN performance (52% retail takeaway). Atkins declined due to lapped promotions and distribution loss.
- Quest: Double-digit growth continues, fueled by Salty Snacks (45% growth), Bake Shop, and advertising. Full-year retail takeaway growth expected in the low-double digits.
- Atkins: Declines expected to continue through Q4 due to lapped promotions and distribution shifts, now guiding for low-double-digit decline. Focus is on right-sizing investment and partnering with retailers to replace Atkins SKUs with Quest and OWYN.
- OWYN: Strong double-digit retail takeaway growth (52%) continues. Growth driven by new doors and increased SKUs per store; expects to double net sales in 3-4 years.
Full-year outlook reaffirmed: 8.5%-10.5% net sales growth, 4%-6% adjusted EBITDA growth. Gross margin expected to be down ~200 basis points due to inflation and tariffs. OWYN net sales projected at $140-$150 million.
XXX engagements
