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.
Simply Good Foods Co. director Romitha Mally reported a stock-based award from the company. On 01/28/2026, she was granted 6,500 shares of common stock at a price of $0, issued as restricted stock units under the company’s annual director compensation program.
Each RSU represents the right to receive one share of common stock, and the RSUs vest on the first anniversary of the grant date. Following this grant, Mally beneficially owns 10,437 shares of Simply Good Foods common stock, held directly.
Simply Good Foods Co director James D. White received an equity award of 6,500 restricted stock units as part of the company’s annual director compensation program. Each unit represents the right to receive one share of common stock and will vest on the first anniversary of the January 28, 2026 grant date.
Simply Good Foods Co. reported that its President and CEO, Joseph Scalzo, received an award of stock options. On January 19, 2026, he was granted 2,000,000 options to purchase common stock with an exercise price of $20.93 per share. The options were granted at no cost to him and are held directly.
The options are scheduled to vest in three substantially equal annual installments beginning on January 19, 2027, and they expire on January 19, 2034. After this grant, he beneficially owned 2,000,000 stock options.
Simply Good Foods President and CEO Joseph Scalzo has filed an initial ownership report showing his current equity stake in the company. He directly owns 154,675 shares of common stock and holds several stock option awards covering additional common shares at various exercise prices and maturities. These option grants include, for example, 66,925 shares at an exercise price of $24.15 expiring on 11/08/2029 and 270,800 shares at $12.00 expiring on 07/14/2027, all held directly. Most of these options are described as fully vested based on prior three-year vesting schedules, while one grant continues to vest in three substantially equal annual installments starting November 8, 2023, contingent on his continued service with the company.
The Simply Good Foods Company announced a leadership change, bringing back Joseph E. Scalzo as President and Chief Executive Officer effective January 19, 2026. He replaces Geoff Tanner, who stepped down as President, CEO, and director effective January 18, 2026, and will join the board again after the January 28, 2026 annual meeting.
Scalzo’s employment agreement includes a base salary of
Under a separation agreement, Tanner will receive cash severance of
The Simply Good Foods Company reported lower profitability for the thirteen weeks ended November 29, 2025, despite essentially flat sales. Net sales were $340.2 million, down 0.3% from $341.3 million a year earlier, as Atkins distribution declines and modest OWYN softness were largely offset by Quest volume growth. Gross profit fell to $109.9 million with gross margin compressing to 32.3% from 38.2% due to higher ingredient costs, tariffs, and lower OWYN margins. Net income declined to $25.3 million from $38.1 million, and diluted EPS fell to $0.26 from $0.38. Adjusted EBITDA decreased to $55.6 million from $70.1 million. Cash from operations improved to $50.1 million, aided by working capital, and cash on hand reached $194.1 million. Long‑term debt under the Term Facility increased to $400.0 million after a $150.0 million incremental borrowing that extended maturity to March 2030. The company repurchased 4.98 million shares for $99.6 million in the quarter and later enlarged its repurchase authorization to leave about $224.0 million available as of January 6, 2026.
The Simply Good Foods Company filed a current report to note that it reported its results for the fiscal first quarter ended November 29, 2025, through a press release and investor presentation. The detailed financial and operating results are contained in the press release furnished as Exhibit 99.1 and in materials posted on the company’s website.
The company emphasizes that the press release and related information are being furnished, not filed, which affects how they may be incorporated into other regulatory documents. The report also highlights that the press release contains forward-looking statements and outlines numerous business risks, including changing consumer preferences, supply chain constraints, inflation and tariffs, competition, cost pressures, acquisition integration, regulatory changes, technology and cybersecurity issues, and broader economic and geopolitical conditions that could cause actual results to differ from expectations.
The Simply Good Foods Company is asking stockholders to vote at its fully virtual 2026 annual meeting on electing 11 directors, ratifying Deloitte & Touche LLP as auditor, approving a new incentive plan, and holding advisory votes on executive compensation and how often future pay votes should occur. The Board recommends voting FOR all proposals and ONE (1) YEAR for the frequency of say‑on‑pay.
The company highlights fiscal 2025 net sales of $1,450.9M, net income of $103.6M and Adjusted EBITDA of $278.2M, with diluted EPS of $1.02, Adjusted Diluted EPS of $1.92, cash flow from operations of $178.5M and a Net Debt to Adjusted EBITDA ratio of 0.5x. Management notes strong cash generation, repayment of $150.0 million of term loan debt (leaving $250.0 million outstanding), share repurchases of approximately $50.9 million, and cash of $98.5 million as of August 30, 2025.
The proxy also describes the approximately $280.0 million acquisition and integration of OWYN, brand performance across Atkins, Quest and OWYN, and emphasizes governance practices such as a largely independent board, annual director elections, robust stock ownership guidelines, anti‑hedging rules, clawback policies and a dedicated Corporate Responsibility and Sustainability Committee.
The Simply Good Foods Company announced that its subsidiary Simply Good Foods USA, Inc. entered into Amendment No. 8 to its Credit Agreement on November 19, 2025. The amendment establishes a new $150,000,000 incremental term loan facility to fund working capital and general corporate purposes, including reinvestment, growth capital spending and repurchases of certain capital stock.
The amendment also extends the revolving credit facility maturity to December 16, 2029 and extends the term loan facility maturity to March 17, 2030. The interest rate for all revolving SOFR loans is set at SOFR plus 2.00%, subject to a 0.00% floor, and all term SOFR loans, including the new 2025 Incremental Term Loans, carry a 0.00% floor.