Welcome to our dedicated page for Simply Good SEC filings (Ticker: SMPL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Simply Good Foods Company (Nasdaq: SMPL) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations, financial performance and governance. This SEC filings page brings those disclosures together and pairs them with AI-powered summaries to help readers interpret the information more efficiently.
Core filings for SMPL include the annual report on Form 10‑K and quarterly reports on Form 10‑Q, which discuss the company’s results, risk factors, brand performance across Quest, Atkins and OWYN, and trends in the nutritional snacking category. These reports also include management’s discussion and analysis, details on non‑GAAP measures such as Adjusted EBITDA and Adjusted Diluted Earnings Per Share, and information about cash flow, debt and capital allocation.
Investors can also review current reports on Form 8‑K, where Simply Good Foods discloses material events such as quarterly and annual earnings releases or amendments to its credit agreement, including incremental term loans and maturity extensions. The company’s definitive proxy statement on Schedule 14A (DEF 14A) provides additional detail on board composition, executive compensation, equity incentive plans, corporate purpose and values, and proposals submitted to stockholders at the annual meeting.
On this page, each new SMPL filing from EDGAR is captured and made available with AI-generated highlights that explain key points in plain language, such as changes in leverage, updates to incentive plans or shifts in marketing and growth priorities. Users can quickly locate 10‑K and 10‑Q reports, 8‑K current reports, the latest proxy statement and exhibits related to credit facilities or incentive plans, while also accessing information relevant to insider activity through forms like Form 4 as they become available.
The filing reports that Vanguard Portfolio Management beneficially owned 5,623,671 shares of Simply Good Foods Co/The common stock, representing 6.07% of the class as of 03/31/2026. The filer discloses sole voting power for 59,790 shares and sole dispositive power for 5,623,671 shares. The disclosure notes ownership on behalf of Vanguard-managed funds and accounts and is signed on 04/29/2026.
Simply Good Foods Co director James M. Kilts reported an open-market purchase of 80,000 shares of common stock at a weighted average price of $12.3935 per share, with individual trade prices ranging from $12.24 to $12.50. Following this purchase, he directly holds 172,854 shares of common stock. He also reports indirect holdings of 895,157 shares through an LLC and related family trusts and 2,715,513 shares through an investment limited partnership, with beneficial ownership of some of these indirect holdings disclaimed except to the extent of his pecuniary interest.
The Simply Good Foods Company filed an amended report to clarify how often it will ask shareholders to approve executive pay. At the 2026 annual meeting held on January 28, 2026, shareholders indicated a preference for holding the non-binding Say-on-Pay vote every year.
Following this result and the Board of Directors’ prior recommendation, the company decided to conduct Say-on-Pay Votes annually until the next required advisory vote on frequency, which is expected to occur no later than the 2032 annual meeting of stockholders. No other changes were made to the prior report.
The Simply Good Foods Company reported a leadership change and related compensation actions. The company announced a corporate realignment under which Amy Held, Senior Vice President and Chief Human Resources Officer and a named executive officer, will depart by June 1, 2026. She will receive benefits available under the company’s Third Amended and Restated Executive Severance Plan. The Compensation Committee also approved accelerating the vesting of 6,881 time-based Restricted Stock Units previously granted to Ms. Held so they will vest on June 1, 2026.
Simply Good Foods Co Chief Financial Officer Christopher J. Bealer reported a routine tax-related share withholding. On the vesting of restricted stock units, the issuer withheld 2,361 shares of common stock at $11.61 per share to cover tax obligations. Following this non-market tax-withholding disposition, Bealer directly holds 59,601 common shares.
The Simply Good Foods Company reported weaker quarterly results as a large brand write-down pushed it into a loss. Net sales for the thirteen weeks ended February 28, 2026 fell 9.4% to $326.0 million, mainly from distribution declines at Atkins and slower OWYN velocities, partly offset by Quest growth.
Gross margin dropped to 31.6% from 36.2% on higher commodity costs and tariffs. The company recorded a $249.0 million impairment on the OWYN and Atkins brands, driving a net loss of $159.7 million versus prior net income of $36.7 million. Adjusted EBITDA declined to $55.5 million, while Simply Good Foods repurchased 9.6 million shares year-to-date and increased term debt to fund buybacks and the OWYN acquisition. Management also began a restructuring expected to total about $15.0 million through fiscal 2027.
The Simply Good Foods Company reported a weak fiscal second quarter 2026, swinging to a net loss and cutting its full-year outlook. Net sales fell to $326.0 million from $359.7 million, driven by sharp declines at Atkins and OWYN, only partly offset by flat Quest performance.
The company recorded a non-cash $249.0 million impairment on Atkins and OWYN intangible assets, leading to a net loss of $159.7 million versus net income of $36.7 million a year ago. Gross margin dropped to 31.6% from higher input costs, tariffs and OWYN product quality actions, while adjusted EBITDA declined to $55.5 million from $68.0 million.
For fiscal 2026, Simply Good Foods now expects net sales between $1.31 and $1.35 billion, down 10% to 7% year-over-year, and adjusted EBITDA between $217 and $225 million, down 22% to 19%, reflecting weaker brand performance and margin pressure despite ongoing cost actions and reduced marketing spend on Atkins.
Simply Good Foods Co/The: Amendment No. 5 to a Schedule 13G/A by The Vanguard Group reports 0 shares beneficially owned, representing 0% of the common stock. The filing states Vanguard completed an internal realignment on January 12, 2026 and is disaggregating certain subsidiaries' holdings pursuant to SEC Release No. 34-39538 (January 12, 1998), with those subsidiaries reporting separately going forward. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Simply Good Foods Co executive Amy C. Held, SVP and CHRO, reported a Form 4 insider transaction. On March 4, 2026, she disposed of 1,891 shares of common stock at $16.38 per share through a tax-withholding disposition tied to vesting restricted stock units. After this transaction, she directly owned 37,810 common shares.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 5,421,139.91 shares of Simply Good Foods common stock, representing 5.7% of the class as of the event date of December 31, 2025.
FMR LLC reports sole voting power over 5,399,935 shares and sole dispositive power over 5,421,139.91 shares. Abigail P. Johnson is also a reporting person, with sole dispositive power over 5,421,139.91 shares but no voting power, reflecting her control position over FMR-related entities.