SMPL The Simply Good Foods Company Common Stock

XNAS 10.43 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SMPL $10.43 —
Key stats
$10.43
52-Week Range
$9.38 – $22.00
YTD
-46.68%
IV Rank (30D)
63.02
Straddle Price
$1.68
P/C Vol Ratio
1.75
Market Cap
$1.0B
Open
$11.02
Day Range
$10.38 – $11.14
Volume
720,999
Prev Close
$11.08
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.12%
Beta vs SPY0.64
Cost of Equity (CAPM)8.31% (VRP-adj)
WACC7.51%
Volatility Risk Premium+115.2pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-3.3%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)-14.0%
Book / Price133.7% — banking bias active (P/B is primary)
Gross Margin (TTM)32.7%
FCF Margin (TTM)8.6%
Debt / Equity0.28
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth-7.2% (reverse-DCF on current price)
SMA 50$10.49 (Market Anchor value)
SMA 20 / Bollinger Mid$10.29
Bollinger Width / SMA20213.9% (drives anchor stability)
Net Debt$0.3B
Market Cap$1B
Peers used for multiples: CAG, CPB, FRPT, IPAR, LW, PSMT, TAP (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
68%
20-Day Fair Value
≈ by Nov 23, 2026
$10.31
α -1.0% rank 98%
conviction
60%
40-Day Fair Value
≈ by Dec 22, 2026
$10.38
α -0.4% rank 98%
conviction
9%
60-Day Fair Value
≈ by Jan 20, 2027
$10.20
α -2.1% rank 98%
conviction
68%
MethodImplied PriceWeightDetail
DCF $14.95 48%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 21.6× · 5 peers
Peer EV/EBITDA $17.73 14% median 11.0× · 7 peers
Peer P/B $36.00 19% median 2.4× · 7 peers
Peer P/S $13.53 19% median 0.9× · 7 peers
Market Anchor (SMA50) $10.49 0% stability 0% (BB-width)
Options Expected (B-L 30d) $11.15 0% 6 strikes · skew +0.13
As of 2026-10-23 · updated
About
Industry (SIC)
FOOD AND KINDRED PRODUCTS (2000) · industry map
Exchange
XNAS
Market Cap
$1.0B
Employees
328
List Date
2016-09-06
CIK
0001702744
Next Earnings
2026-10-27 (Pre-Market)
EPS Forecast
$0.38 (3 est.)
Headquarters
Denver, CO
Homepage
http://www.thesimplygoodfoodscompany.com

The Simply Good Foods Co Company is a consumer packaged food and beverage company that develops, markets, and sells protein bars, ready-to-drink protein shakes, sweet and salty snacks, and confectionery products under the Quest, Atkins, and OWYN brands. The products target consumers seeking protein-rich foods with limited sugars and carbohydrates, with OWYN offering plant-based and allergen-tested options. The company distributes mainly in North America through grocery, club, mass merchandise, e-commerce, and specialty channels. It operates two segments: Quest and Atkins, and OWYN. The company…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-3.94%-16.28%-3.12%-4.81%-2.59%-4.04%-5.80%
Feb0.28%10.27%5.02%-6.41%0.69%-5.90%0.66%
Mar-1.01%-4.22%6.62%-3.19%-8.95%-11.75%-3.75%
Apr11.63%6.69%-7.85%6.73%3.70%-5.85%2.51%
May1.05%-0.84%-1.68%4.73%-4.03%-12.93%-2.28%
Jun5.95%-4.31%2.24%-4.29%-7.47%13.89%1.00%
Jul0.83%-15.97%5.56%-5.17%-6.07%-24.73%-7.59%
Aug-3.63%-7.00%-7.20%-7.17%-4.73%1.15%-4.76%
Sep-3.36%5.44%-4.59%7.68%-13.40%-16.61%-4.14%
Oct11.69%17.88%9.97%-3.41%-21.15%5.47%*3.41%
Nov-6.52%5.92%6.37%16.69%-0.76%--4.34%
Dec16.31%-3.53%1.33%-2.07%3.56%--3.12%
Total29.96%-11.16%11.32%-3.46%-48.36%-50.18%-11.98%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $10.33
SMA 50: $10.47
SMA 200: $13.11
Current: $10.42
EMA 12: $10.65
EMA 26: $10.49
MACD: 0.1659 | Signal: 0.0625
BULLISH
ADX (14): 20.23
WEAK TREND
+DI: 27.02
−DI: 23.76

Momentum Oscillators

RSI (14): 48.83
NEUTRAL
Stoch %K: 56.37
Stoch %D: 65.70
Williams %R: -65.17

Volume & Volatility

BB Upper: $11.42
BB Lower: $9.24
NEUTRAL
OBV: -35,777,718
Vol SMA 20: 1,958,323
Vol ROC: -62.97%
ATR: $0.42
True Range: $0.76
HV 20: 38.2%
HV 30: 37.0%
HV 60: 46.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

Here is my comprehensive stock analysis report for SMPL:

Executive Summary

Overall assessment: NEUTRAL (confidence level: 6/10)

Key drivers: Technical indicators suggest a stabilizing trend, while news sentiment has been largely neutral.

Primary risks: Potential for further consolidation or minor price movements based on recent trends and news headlines.

Investment thesis: The stock is trading within a consolidating range, which may provide an opportunity to re-enter the market with a higher probability of success. However, this depends on the market's reaction to upcoming events and news developments.

Recent news sentiment impact: Neutral news sentiment has had little effect on the stock price, as it has traded within its consolidation range.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Consolidation; Medium-term (1-3 months): Uptrend; Long-term (3-12 months): Uptrend

Support/Resistance Levels: Key levels to monitor are the SMAs: $11.85 (lower), $12.31 (middle), and $16.96 (upper)

Momentum Signals:

  • RSI interpretation: Neutral (51.01) - not overbought or oversold
  • MACD signal: Bullish (0.23 / Signal: -0.01 / Histogram: 0.24) - suggesting upward momentum
  • Bollinger Bands position: Squeeze - indicating potential for volatility expansion

News & Sentiment Analysis

Recent Headlines Summary: Neutral news sentiment has dominated the recent headlines, with no significant market-moving events or earnings releases.

Sentiment Assessment: Aggregate news sentiment is NEUTRAL (5/10) due to the lack of market-moving events and neutral tone in recent headlines.

Catalyst Identification: No immediate catalysts are identified; however, the company's upcoming quarterly earnings release may impact the stock price.

Market Narrative: The technical indicators suggest a stabilizing trend, which aligns with the neutral news sentiment.

Risk & Volatility Assessment

Beta Interpretation: Low risk relative to market (beta: 0.11)

Volatility Regime: Current volatility is relatively low compared to historical levels (HV20: 49.7%, HV30: 45.2%)

Options Market Signals: IV Rank: 23.8% (Low); Options market pricing $2.90 move by expiration; Put/Call Volume Ratio: 0.57 (Bullish sentiment)

Market Context & Positioning

Sector Performance: Relative strength vs sector/market is NEUTRAL, with the stock trading in line with its peers.

Institutional Activity: No significant institutional activity has been observed recently.

Correlation Analysis: The stock moves relatively independently of the market (R-squared: 0.03)

Relative Valuation: Position within trading range - the stock is trading near its middle SMA, indicating a balanced position.

Key Levels & Action Items

  • Critical Price Levels: $11.85 (lower), $12.31 (middle), and $16.96 (upper)
  • Breakout/Breakdown Levels: None identified
  • Time-Sensitive Catalysts: Upcoming quarterly earnings release may impact the stock price
  • Risk Management: Consider stop-loss levels at $11.80 or $13.30, depending on trading strategy

By analyzing the technical indicators, news headlines, and risk metrics, we can conclude that SMPL is trading within a consolidating range, with potential for further minor price movements. The neutral news sentiment has had little effect on the stock price, which suggests that investors are waiting for catalysts to emerge before making significant decisions.

Generated
News
All SMPL news →
Showing 1–10 of 50
Page 1 of 5
Earnings History
16 of 20 under expected move
Avg Expected Move
9.95%
Avg Actual Move
6.31%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-06 Pre-Market 9.75% 1.28% 0.13x Within
2021-04-07 Pre-Market 8.79% 1.01% 0.11x Within
2021-07-01 Pre-Market 8.22% 1.81% 0.22x Within
2021-10-22 Pre-Market 8.10% 8.63% 1.07x Exceeded
2022-01-05 Pre-Market 8.85% 8.17% 0.92x Within
2022-04-06 Pre-Market 8.46% 4.71% 0.56x Within
2022-06-30 Pre-Market 8.52% 8.33% 0.98x Within
2022-10-21 Pre-Market 10.96% 10.04% 0.92x Within
2023-01-05 Pre-Market 8.51% 8.74% 1.03x Exceeded
2023-04-05 Pre-Market 7.88% 4.78% 0.61x Within
2023-06-29 Pre-Market 7.75% 3.38% 0.44x Within
2023-10-24 Pre-Market 10.84% 6.88% 0.63x Within
2024-10-24 Pre-Market 12.09% 3.35% 0.28x Within
2025-01-08 Pre-Market 8.09% 2.50% 0.31x Within
2025-04-09 Pre-Market 13.41% 9.16% 0.68x Within
2025-07-10 Pre-Market 8.58% 0.09% 0.01x Within
2025-10-23 Pre-Market 9.82% 17.35% 1.77x Exceeded
2026-01-08 Pre-Market 9.55% 6.61% 0.69x Within
2026-04-09 Pre-Market 12.66% 18.11% 1.43x Exceeded
2026-07-09 Pre-Market 18.11% 1.32% 0.07x Within

Earnings calendar: this week’s reports with expected vs actual moves →

SMPL Options Activity & IV Rank

SMPL IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 75.7%
7-DTE IV: —
Expected Move: $1.68
7-DTE Move: $1.68
Days to Exp: 28 (2026-11-20)

Options Flow

Call Volume: 16
Put Volume: 28
P/C Volume: 1.75
BEARISH
Call OI: 622
Put OI: 1,245
P/C OI: 2.002
Total OI: 1,867

ATM Options Pricing

ATM Call: $1.10
ATM Put: $0.57
Call %: 10.5%
Put %: 5.5%

Chain Summary

Chain Volume: 251
Chain OI: 2,861
Last Updated: 10/23/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 27th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
27%
vs own history
GEX tilt
-0.88
OI-weighted, today
Vanna tilt
+0.90
δ-sensitivity to IV
Charm tilt
-0.89
δ-decay vs time
Vanna tilt +0.90: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.89: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 1k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 71.8% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)63.0MediumOct 23
Straddle Price (30 DTE)$1.68Oct 23
Beta Analysis

Risk Metrics

Beta: 0.1682
Alpha: -58.94%
Correlation: 0.0446
R-Squared: 0.2%
Stock Volatility: 48.1%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own SMPL
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Oaktree Capital Asset manager
Howard Marks
$16.0M
0.30%
#57 of 130+6.6%13F
Citadel Hedge fund
Ken Griffin
$2.0M
0.00%
#2894 of 6285new13F
Millennium Management Hedge fund
Izzy Englander
$1.1M
0.00%
#2873 of 3716-64.1%13F
Renaissance Technologies Hedge fund
Jim Simons
$174K
0.00%
#2909 of 3138-89.3%13F
Rockefeller Capital Management Family office
Rockefeller family
$70K
0.00%
#3182 of 4729-17.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

SMPL Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 95,711,459 (as of 2026-05-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

305 filers98,944,253 shares$1.38B value103.38% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 10,631,429 $213.48M 15.50% 11.11% 2025-12-31
2 BlackRock, Inc. Custodian 13,622,948 $180.91M 13.13% 14.23% 2026-06-30
3 Vanguard Portfolio Management LLC 5,507,075 $73.13M 5.31% 5.75% 2026-06-30
4 Vanguard Capital Management LLC 3,699,509 $49.13M 3.57% 3.87% 2026-06-30
5 State Street Corp 3,452,116 $45.84M 3.33% 3.61% 2026-06-30
6 Norges Bank 3,021,177 $40.12M 2.91% 3.16% 2026-06-30
7 Geode Capital Management, LLC Custodian 2,810,352 $37.33M 2.71% 2.94% 2026-06-30
8 River Road Asset Management, LLC 2,577,795 $34.23M 2.49% 2.69% 2026-06-30
9 SILVERCREST ASSET MANAGEMENT GROUP LLC 2,535,192 $33.67M 2.44% 2.65% 2026-06-30
10 T. Rowe Price Investment Management, Inc. 2,529,282 $33.59M 2.44% 2.64% 2026-06-30
11 Goldman Sachs Group Inc Custodian 2,419,092 $32.13M 2.33% 2.53% 2026-06-30
12 Morgan Stanley Custodian 2,275,605 $30.22M 2.19% 2.38% 2026-06-30
13 BROWN ADVISORY INC 2,121,931 $28.18M 2.05% 2.22% 2026-06-30
14 LSV ASSET MANAGEMENT 2,057,900 $27.33M 1.98% 2.15% 2026-06-30
15 AQR Capital Management, LLC Custodian 1,896,121 $25.18M 1.83% 1.98% 2026-06-30
16 Boston Trust Walden Corp 1,787,765 $23.74M 1.72% 1.87% 2026-06-30
17 Charles Schwab Investment Management, Inc. 1,367,110 $18.16M 1.32% 1.43% 2026-06-30
18 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,204,250 $15.99M 1.16% 1.26% 2026-06-30
19 OAKTREE CAPITAL MANAGEMENT LP 1,203,889 $15.99M 1.16% 1.26% 2026-06-30
20 FEDERATED HERMES, INC. 1,099,166 $14.60M 1.06% 1.15% 2026-06-30
21 Dimensional Fund Advisors LP Custodian 1,084,857 $14.41M 1.05% 1.13% 2026-06-30
22 Balyasny Asset Management L.P. 1,056,124 $14.03M 1.02% 1.10% 2026-06-30
23 Northern Trust Corp Custodian 926,416 $12.30M 0.89% 0.97% 2026-06-30
24 HRT FINANCIAL LP 911,007 $12.10M 0.88% 0.95% 2026-06-30
25 UBS Group AG Custodian 910,565 $12.09M 0.88% 0.95% 2026-06-30
2 filers$1.35M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $1.24M 92.32% 2026-06-30
2 Walleye Capital LLC $103.58K 7.68% 2026-06-30
5 filers$2.98M notional
# Filer Notional Value % of Total Period
1 D. E. Shaw & Co., Inc. Custodian $1.05M 35.33% 2026-06-30
2 Susquehanna International Group, LLP Custodian $1.03M 34.66% 2026-06-30
3 Citadel Advisors LLC Custodian $369.18K 12.40% 2026-06-30
4 Wolverine Trading, LLC Custodian $339.34K 11.40% 2025-09-30
5 Walleye Capital LLC $184.59K 6.20% 2026-06-30

SMPL Insider Trading (Form 4)

Latest: 2026-07-24
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-24 Christopher J Bealer Chief Financial Officer Award (A) +73,361 — EDGAR
2026-07-24 Timothy Richard Kraft Chf Administrative Officer Award (A) +88,081 — EDGAR
2026-05-18 Clayton C Daley Jr Director Buy (P) +10,000 $11.78 $117.8K EDGAR
2026-05-13 David J West Director Gift (G) −348,000 — EDGAR
2026-04-24 James M Kilts Director Buy (P) +80,000 $12.39 $991.5K EDGAR
2026-04-17 Christopher J Bealer Chief Financial Officer Tax (F) −2,361 $11.61 -$27.4K EDGAR
2026-03-06 Amy C Held SVP and CHRO Tax (F) −1,891 $16.38 -$31.0K EDGAR
2026-01-30 Robert G. Montgomery Director Award (A) +6,500 — EDGAR
2026-01-30 James M Kilts Director Award (A) +6,500 — EDGAR
2026-01-30 James D White Director Award (A) +6,500 — EDGAR
2026-01-30 David W Ritterbush Director Award (A) +6,500 — EDGAR
2026-01-30 David J West Director Award (A) +6,500 — EDGAR
2026-01-30 Romitha Mally Director Award (A) +6,500 — EDGAR
2026-01-30 Brian K. Ratzan Director Award (A) +6,500 — EDGAR
2026-01-30 Michelle P Goolsby Director Award (A) +6,500 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

SMPL Insider Holdings

22 insiders · @ $10.42
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Brian K. Ratzan Director 2,057,609 $21.43M -$24.30M 19 2026-01-30
2 David J West Director 1,659,800 $17.29M $0 10 2026-05-13
3 James M Kilts Director 1,068,011 $11.12M $7.00M 16 2026-04-24
4 Geoff E Tanner President and CEO 160,595 $1.67M $701.0K 9 2025-11-12
5 Nomi Ghez Director 151,886 $1.58M $984.6K 9 2024-11-08
6 Joseph Scalzo President and CEO 150,323 $1.57M -$39.56M 21 2026-01-21
7 Timothy Richard Kraft Chf Administrative Officer 147,781 $1.54M -$4.75M 18 2026-07-24
8 Christopher J Bealer Chief Financial Officer 132,962 $1.38M $199.0K 4 2026-07-24
9 Clayton C Daley Jr Director 111,743 $1.16M $381.7K 12 2026-05-18
10 Shaun Mara Chief Financial Officer 65,430 $681.5K $0 4 2024-11-12
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

SMPL Board & Officers

As of SEC filings through Jul 24, 2026

Directors 10

Officers 9

Changes in the last 10 years (58)
Jan 21, 2026Joseph Scalzo first listed as President and CEO in an SEC filing
Jan 18, 2026The company announced the departure of Joseph Scalzo from the board in an SEC filing
Jan 18, 2026The company announced the departure of Joseph Scalzo as CEO and President in an SEC filing
Nov 14, 2025Michael L Clawson became Chief Commercial Officer
Jul 3, 2025Christopher J Bealer became Chief Financial Officer
Jan 27, 2025The company announced the departure of Shaun Mara as Chief Financial Officer in an SEC filing
Jan 23, 2025Romitha Mally became a director
Nov 20, 2024Timothy Richard Kraft listed as Chf Legal & Corp. Affairs Of. (previously Chief Legal Officer, Secretary) in SEC filings
Sep 9, 2024The company announced the departure of Jill M. Short as Chief Customer Officer in an SEC filing
Sep 9, 2024The company announced the departure of Geoff E Tanner from the board in an SEC filing
Sep 9, 2024The company announced the departure of Geoff E Tanner as President and CEO in an SEC filing
Jul 17, 2024Mark A. Olivieri Jr. became SVP and GM OWYN
Jun 1, 2024Amy C Held became SVP and CHRO
Nov 13, 2023Geoff E Tanner listed as President and CEO (previously President and COO) in SEC filings
Oct 9, 2023Stuart E. Heflin Jr. became SVP & General Manager, Quest
Oct 9, 2023Ryan Thomas became SVP and GM Atkins marketing
Apr 3, 2023Geoff E Tanner became a director
Apr 3, 2023Geoff E Tanner became President and COO
Nov 2, 2022Shaun Mara listed as Chief Financial Officer (previously Chief Admin Officer, CFO) in SEC filings
Oct 25, 2022The company announced the departure of Todd E Cunfer as Chief Financial Officer in an SEC filing
Not reported recently (13)
  • Nomi Ghez · Last reported as a director in an SEC filing dated Nov 8, 2024
  • Susan Hunsberger · Last reported as SVP and Chief HR Officer in an SEC filing dated May 8, 2024
  • Linda Zink · Last reported as Chief Marketing Officer in an SEC filing dated May 4, 2023
  • Jeremy Scott Ivie · Last reported as Chief Product Tech Officer in an SEC filing dated Apr 11, 2023
  • David L Wallis · Last reported as SVP of Operations in an SEC filing dated Apr 10, 2023
  • C Scott Parker · Last reported as Chief Mkting Officer, Atkins in an SEC filing dated Nov 10, 2021
  • James E Healey · Last reported as a director in an SEC filing dated Sep 8, 2021
  • Arvin Kash · Last reported as a director in an SEC filing dated Sep 8, 2020
  • Hanno E Holm · Last reported as VP & Chief Operations Officer in an SEC filing dated Nov 13, 2019
  • Richard Laube · Last reported as a director in an SEC filing dated Sep 7, 2018
  • Annita M Menogan · Last reported as VP, Gen. Counsel & Secretary in an SEC filing dated Jul 18, 2017
  • Robert C Gandert · Last reported as Chief Customer/Business Development Officer in an SEC filing dated Jul 18, 2017
  • Atkins Holdings LLC · Last reported as a 10% owner in an SEC filing dated Jul 17, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

SMPL Proposed Insider Sales (Form 144)

Latest: 2025-11-12
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-11-12 TIMOTHY MATTHEWS Officer 5,859 $114.1K 2025-11-11 Morgan Stanley Smith Barney LLC … — EDGAR
2025-04-11 Heflin Stuart E. Jr. Officer 5,000 $186.3K 2025-04-11 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-18 KRAFT TIMOTHY RICHARD Officer 76,761 $2.84M 2024-11-18 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-11-14 Ratzan Brian K. Officer 50,000 $1.82M 2024-11-14 Stifel Nicolaus & Company Inc — EDGAR
2024-11-14 Matthews Timothy Allen Officer 5,325 $198.7K 2024-11-14 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-11-12 SCALZO JOSEPH Officer 147,200 $5.33M 2024-11-12 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-11-12 KRAFT TIMOTHY RICHARD Officer 21,209 $768.4K 2024-11-11 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-11-12 Montgomery Robert G. Director 2,500 $91.0K 2024-11-11 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-07 Ratzan Brian K. Officer 100,000 $3.48M 2024-11-06 Stifel Nicolaus & Company Inc — EDGAR
2024-11-07 SCALZO JOSEPH Officer 239,000 $8.54M 2024-11-07 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
75 ETFs hold SMPL
25 shown · $223.25M total exposure · 0.03% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.05% $51.1M $103.8B 2026-10-21
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $24.6M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.03% $22.0M $74.2B 2026-10-21
4 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.01% $17.0M — 2026-09-30
5 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.02% $11.1M — 2026-09-30
6 VDC Vanguard Consumer Staples ETF Vanguard 0.10% $8.7M — 2026-09-30
7 VXF Vanguard Extended Market ETF Vanguard 0.01% $8.7M — 2026-09-30
8 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.13% $8.4M $6.6B 2026-10-21
9 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.06% $8.1M $13.9B 2026-10-21
10 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.05% $7.9M $15.8B 2026-10-21
11 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.02% $7.7M $31.5B 2026-10-21
12 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.09% $7.1M $7.7B 2026-10-21
13 CALF Pacer US Small Cap Cash Cows 100 ETF Nport 0.18% $6.2M — 2026-04-30
14 SCHA Schwab U.S. Small-Cap ETF Nport 0.02% $4.8M — 2026-05-31
15 VTWO Vanguard Russell 2000 ETF Vanguard 0.03% $4.5M — 2026-09-30
16 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.09% $4.5M $4.7B 2026-10-21
17 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.04% $3.5M — 2026-05-31
18 SFLO VictoryShares Small Cap Free Cash Flow ETF Nport 0.57% $3.5M — 2026-06-30
19 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.04% $2.7M — 2026-09-30
20 MNVT Moonvest ETF Nport 3.83% $2.6M — 2026-07-31
21 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.09% $2.4M — 2026-07-31
22 RWJ Invesco S&P SmallCap 600 Revenue ETF Invesco 0.09% $1.8M — 2026-10-21
23 VIOV Vanguard S&P Small-Cap 600 Value ETF Vanguard 0.09% $1.6M — 2026-09-30
24 FSTA Fidelity MSCI Consumer Staples Index ETF Fidelity 0.10% $1.5M $1.5B 2026-10-21
25 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $1.3M $96.2B 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-2.17
TTM Revenue
$1.39B
TTM Net Income
$-198.76M
TTM Op. Cash Flow
$147.54M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-05-30$356.98M$-51.97M$-0.58$43.98M
Q2 '262026-02-28$326.01M$-159.70M$-1.73$8.10M
Q1 '262025-11-29$340.20M$25.27M$0.26$50.09M
Q4 '252025-08-30$369.04M$-12.36M$-0.12$45.37M
Q3 '252025-05-31$380.96M$41.10M$0.40$69.82M
Q2 '252025-03-01$359.65M$36.75M$0.36$31.25M
Q1 '252024-11-30$341.27M$38.12M$0.38$32.02M
Q4 '242024-08-31$375.69M$29.29M$0.29$48.95M
Q3 '242024-05-25$334.76M$41.33M$0.41$72.76M
Q2 '242024-02-24$312.20M$33.12M$0.33$46.47M
Q1 '242023-11-25$308.68M$35.56M$0.35$47.52M
Q4 '232023-08-26$320.42M$36.64M$0.36$60.70M
Q3 2026 • period ending 2026-05-30 • filed 2026-07-09
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
0.70
P/S
0.72
EV/EBITDA
7.11
EV/Sales
0.91
ROE
-14.0%
ROA
-9.6%
Div Yield
0.00%
FCF Yield
14.79%
Debt/Equity
0.28
Current Ratio
—
Market Cap
$997.31M
as of 2026-10-23
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
7.95M
SI % of Float
9.84%
Days to Cover
3.42
Short Vol Ratio
43.4%
Free Float
80.76M
Float %
91.3%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-07-17