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Mar 01, 2025
Simply Good Foods Q2 2025 Earnings Report
Simply Good Foods reported solid top-line growth and margin expansion in Q2 2025.
Key Takeaways
Simply Good Foods delivered strong Q2 results, with revenue rising 15% year-over-year, driven by Quest and the newly acquired OWYN brand. Adjusted EBITDA increased 18% amid favorable costs and disciplined spending.
Revenue rose 15% year-over-year to $359.7M
OWYN added $33.8M in sales in its first full quarter
Adjusted EBITDA increased 18% to $68M
Atkins sales declined 11.5%, while Quest and OWYN saw double-digit growth
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Simply Good Foods reaffirmed its FY25 outlook, projecting moderate growth driven by volume and product innovation.
Positive Outlook
- FY25 Net Sales expected to grow 8.5–10.5%
- OWYN FY25 revenue guided at $140–150M
- Adjusted EBITDA expected to grow 4–6%
- Cost savings and productivity initiatives in place
- Continued strong demand for high-protein, low-sugar products
Challenges Ahead
- 53rd week in FY24 is a 2-point headwind to growth comparisons
- Gross margin expected to decline ~200 bps YoY
- Tariffs and higher input costs anticipated in 2H FY25
- Atkins brand continues to see sales pressure
- Cash flow from operations down vs. prior year due to working capital
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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