January 6, 2026
Finance

Simply Good Foods Approaches Q1 Earnings Release with Mixed Analyst Forecasts

Anticipated first-quarter results reflect modest earnings decline alongside stable revenue projections amid recent analyst price target adjustments

Summary

Simply Good Foods Company is set to announce its first-quarter 2025 earnings before the market opens on January 8. Market expectations point to diluted earnings per share of $0.36, a decrease from $0.49 in the same quarter last year, while revenue is forecasted to hold steady around $339.33 million. The firm has recently experienced a decline in share price following previous-quarter earnings results that underperformed estimates. Analysts with a track record of relative accuracy have adjusted price targets and maintained divergent ratings in advance of the earnings call, reflecting varying outlooks on the company's near-term prospects.

Key Points

Simply Good Foods is scheduled to release its Q1 2025 earnings on January 8 prior to market open.
The company is expected to report earnings per share of $0.36, down from $0.49 a year earlier, with revenue forecasted at approximately $339.33 million, showing minimal change year-over-year.
Recent fourth-quarter results failed to meet analyst expectations, resulting in a 3.7% decline in the company's stock price.
Leading analysts maintain varied ratings ranging from Neutral to Outperform/Buy, with price targets adjusted lower despite maintaining positive outlooks in some cases.

The Simply Good Foods Company (NASDAQ: SMPL), headquartered in Denver, Colorado, is poised to disclose its first-quarter 2025 financial performance prior to trading commencement on Thursday, January 8. Market consensus anticipates the company will report earnings of approximately $0.36 per share, down from $0.49 per share recorded during the corresponding period one year prior. Concurrently, revenue is expected to be approximately $339.33 million, showing a slight decline from the $341.27 million reported in the first quarter of 2024, according to aggregated analyst estimates from Benzinga Pro.

In reviewing prior results, Simply Good Foods posted earnings for the fourth quarter that fell short of analyst expectations, leading to immediate market repercussions. This outcome prompted a 3.7% decrease in the company’s stock price, which closed at $18.84 on the trading day following the earnings release.

Within the analyst community, several prominent contributors with robust historical forecast accuracy have updated their perspectives and target prices for Simply Good Foods in recent months ahead of the imminent earnings announcement.

Specifically, Bernstein analyst Alexia Howard sustained an Outperform rating while increasing the price target from $29 to $31 on December 19, 2025. This analyst has achieved an accuracy rate of 54%, underscoring a moderate level of reliability in her projections.

Meanwhile, Mizuho’s John Baumgartner maintained an Outperform rating but revised his price target downward from $43 to $35 on November 12, 2025. Baumgartner's forecast accuracy stands at 55%, indicating consistent predictive performance.

In contrast, UBS analyst Peter Grom preserved a Neutral rating, yet reduced the price target from $27 to $23 as of October 24, 2025. Grom carries a 56% accuracy rate, the highest among this group of analysts, lending credibility to his tempered outlook.

Stifel’s Matthew Smith continued to endorse a Buy rating though he lowered his price target from $40 to $38 on June 27, 2025. Smith’s accuracy rate of 53% reflects a moderate level of forecasting precision.

Lastly, DA Davidson’s Brian Holland maintained a Neutral stance on the shares, adjusting the price target from $42 to $38 as of June 9, 2025. Holland reports a 52% accuracy rate, the lowest among the discussed analysts but still indicative of reasonable predictive ability.

The present mix of analyst ratings and price target revisions illustrate divergent views on Simply Good Foods’ valuation, despite a shared recognition of recent earnings challenges and stable revenue expectations. This divergence may stem from contrasting assessments of competitive positioning, cost structure, or strategic initiatives, though such factors are not explicitly detailed in publicly available forecasts.

Investors considering participation in Simply Good Foods share ownership ahead of the earnings report are advised to weigh these contrasting analytical perspectives in conjunction with broader market conditions. The company’s historical earnings volatility and recent price fluctuations underscore the importance of closely monitoring forthcoming disclosures for directional insight.

Benzinga offers market participants access to the latest analyst ratings and consensus figures through its Analytical Stock Ratings platform. This resource enables stakeholders to sort and filter ratings by ticker symbol, company name, individual analyst, rating changes, and other criteria, facilitating informed decision-making.

Risks
  • The anticipated earnings decline may signal underlying operational challenges ahead of the report.
  • Prior quarterly results missed expectations, potentially indicating earnings volatility or margin pressure.
  • The divergent analyst price target reductions reflect uncertainty in the company's near-term performance trajectory.
  • Share price reaction to earnings can be volatile given recent downward revisions and mixed analyst sentiment.
Disclosure
Education only / not financial advice
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SMPL - neutral
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