[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4470 followers Created: 2025-07-11 15:18:12 UTC $SMPL The Simply Good Foods Company Earnings Call Key Highlights: 🍫 Q3 Financial Performance and Sales Growth • Net sales increased XXXX% year-over-year to $XXX million, driven by OWYN’s contribution of $XXXX million and XXX% organic growth, led by Quest. • Gross profit rose XXX% to $XXXXX million, though gross margin declined XXX bps to XXXX% due to elevated input costs, notably cocoa and whey. • Adjusted EBITDA grew XXX% to $XXXX million, with adjusted EPS at $XXXX versus $XXXX in the prior year. • Fiscal year-to-date net sales are up 13.2%, supporting gross profit growth of XXX% and adjusted EBITDA growth of 10.6%. 🏋️ Quest Brand Performance and Growth Strategy • Quest, which now represents ~60% of net sales, posted XX% retail consumption growth with household penetration rising XXX bps to 18.3%. • Salty snacks retail takeaway rose 31%, becoming the largest platform within Quest, aided by flavor innovation and expanded merchandising. • Quest secured incremental shelf space at a large mass merchant, including the wellness wall and high-traffic grocery areas. • Bars consumption grew 3%, supported by Hero Crispy and Overload Bars, while the new Quest Milkshake and Bake Shop platforms gained traction. 📉 Atkins Brand Challenges and Restructuring • Consumption declined XX% in Q3 due to distribution losses and the absence of prior-year merchandising events, with further distribution cuts expected. • Core Atkins SKUs outperform category velocity benchmarks, but long-tail underperformers are being pruned to improve profitability. • E-commerce remains a bright spot, with X% growth at a key customer, reflecting demand in non-space-constrained channels. • Strategic shelf reallocations are underway, with space reductions in Atkins offset by increased Quest and OWYN placements. 🥤 OWYN Integration and Performance • Retail takeaway rose XX% in Q3, with ready-to-drink shakes up XX% and distribution expanding XX% from the spring shelf reset. • The company anticipated a slowdown in growth compared to the first half due to lapping prior-year distribution gains. • OWYN’s ACV remains ~20–30 points below category peers, highlighting a long runway for expansion. • Integration is nearly complete, and the brand now contributes ~10% of net sales, with strong confidence in sustained double-digit growth. 📦 Margins, Inflation, and Productivity Measures • Elevated cocoa and whey prices, plus the inclusion of OWYN, pressured margins; tariffs are beginning to impact the P&L. • Management is executing pricing actions and accelerating productivity initiatives to mitigate margin pressures over the next 12–18 months. • Gross margins are expected to decline XXX bps in FY25, with recovery efforts focused on cost containment and selective price increases. • The gross margin outlook reflects inflation persistence and the lag in realization of productivity benefits, especially in 1H26.  XXX engagements  **Related Topics** [quarterly earnings](/topic/quarterly-earnings) [$smpl](/topic/$smpl) [Post Link](https://x.com/LongYield/status/1943691297979617379)
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LongYield @LongYield on x 4470 followers
Created: 2025-07-11 15:18:12 UTC
$SMPL The Simply Good Foods Company Earnings Call Key Highlights:
🍫 Q3 Financial Performance and Sales Growth • Net sales increased XXXX% year-over-year to $XXX million, driven by OWYN’s contribution of $XXXX million and XXX% organic growth, led by Quest. • Gross profit rose XXX% to $XXXXX million, though gross margin declined XXX bps to XXXX% due to elevated input costs, notably cocoa and whey. • Adjusted EBITDA grew XXX% to $XXXX million, with adjusted EPS at $XXXX versus $XXXX in the prior year. • Fiscal year-to-date net sales are up 13.2%, supporting gross profit growth of XXX% and adjusted EBITDA growth of 10.6%. 🏋️ Quest Brand Performance and Growth Strategy • Quest, which now represents ~60% of net sales, posted XX% retail consumption growth with household penetration rising XXX bps to 18.3%. • Salty snacks retail takeaway rose 31%, becoming the largest platform within Quest, aided by flavor innovation and expanded merchandising. • Quest secured incremental shelf space at a large mass merchant, including the wellness wall and high-traffic grocery areas. • Bars consumption grew 3%, supported by Hero Crispy and Overload Bars, while the new Quest Milkshake and Bake Shop platforms gained traction. 📉 Atkins Brand Challenges and Restructuring • Consumption declined XX% in Q3 due to distribution losses and the absence of prior-year merchandising events, with further distribution cuts expected. • Core Atkins SKUs outperform category velocity benchmarks, but long-tail underperformers are being pruned to improve profitability. • E-commerce remains a bright spot, with X% growth at a key customer, reflecting demand in non-space-constrained channels. • Strategic shelf reallocations are underway, with space reductions in Atkins offset by increased Quest and OWYN placements. 🥤 OWYN Integration and Performance • Retail takeaway rose XX% in Q3, with ready-to-drink shakes up XX% and distribution expanding XX% from the spring shelf reset. • The company anticipated a slowdown in growth compared to the first half due to lapping prior-year distribution gains. • OWYN’s ACV remains ~20–30 points below category peers, highlighting a long runway for expansion. • Integration is nearly complete, and the brand now contributes ~10% of net sales, with strong confidence in sustained double-digit growth. 📦 Margins, Inflation, and Productivity Measures • Elevated cocoa and whey prices, plus the inclusion of OWYN, pressured margins; tariffs are beginning to impact the P&L. • Management is executing pricing actions and accelerating productivity initiatives to mitigate margin pressures over the next 12–18 months. • Gross margins are expected to decline XXX bps in FY25, with recovery efforts focused on cost containment and selective price increases. • The gross margin outlook reflects inflation persistence and the lag in realization of productivity benefits, especially in 1H26.
XXX engagements
Related Topics quarterly earnings $smpl