Simply Good Foods posts weakest Q1 among shelf-stable food peers

Earnings
โดย StockStory·Read original
Summary · why it matters

Simply Good Foods reported first-quarter revenues of $326 million, down 9.4% year on year and missing analyst estimates by 5.2%, making it the weakest performer against expectations among the 17 shelf-stable food stocks tracked. The company also issued full-year EBITDA guidance and next-quarter revenue guidance that fell significantly short of analyst forecasts. Hershey delivered the best results of the group with revenues of $3.10 billion, up 10.6% year on year and beating estimates by 2.4%, while BellRing Brands had the weakest quarter overall with revenues of $598.7 million, up 1.8% but missing estimates by 1.7%, and its stock has since dropped 45%. Other notable performers included Mondelez with revenues of $10.08 billion, up 8.2% and beating estimates by 3%, and McCormick with revenues of $1.87 billion, up 16.7% and beating estimates by 5.1%, achieving the fastest revenue growth among its peers. On average, the tracked shelf-stable food stocks are down 8.3% since their latest earnings results, and next quarter's revenue guidance for the group came in 11.6% below analyst consensus.

Impact on stocks 5

Consumer Staples± Mixed · 5 stocks
Simply Good Foods Co
SMPL
▼ NegativeCapitalrelevance

Simply Good Foods reported Q1 revenue down 9.4% YoY, missing estimates by 5.2%, and issued weak guidance.

Bellring Brands LLC
BRBR
▼ NegativeCapitalrelevance

BellRing Brands had the weakest quarter overall with revenues missing estimates and stock down 45%.

Hershey Co
HSY
▲ PositiveDemandrelevance

Hershey delivered the best results with revenues up 10.6% and beating estimates.

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