The Simply Good Foods Company (NASDAQ:SMPL) Q1 2023 Earnings Conference Call January 5, 2023 8:30 AM ET Company Participants Mark Pogharian - Vice President, Investor Relations Joe Scalzo - President and Chief Executive Officer Shaun Mara - Chief Financial Officer Conference Call Participants Chris Growe - Stifel Cody Ross - UBS Alexia Howard - Bernstein Jason English - Goldman Sachs Pamela Kaufman - Morgan Stanley Brian Holland - Cowen and company John Baumgartner - Mizuho Operator Greetings and welcome to ...

1 ▪ Atkins Q1 POS growth in combined measured and unmeasured channels increased about 4% as strong e-commerce growth outperformed flat measured channels - Retail takeaway at Amazon increased about 75% versus last year - Total unmeasured channel retail takeaway increased more than 40% ▪ In Q1, new buyer growth increased as post pandemic work trends improved - Buy rate slightly down but improving. Strength in meal replacement bars and shakes offset by snack bars and confections that lapped strong pandemic con ...

公司发展战略 - Simply Good Foods公司是一家以提供营养零食为主的消费品食品和饮料公司[47] - Simply Good Foods计划通过创新和有机增长以及在营养零食领域的收购机会扩大其健康平台[48] 财务表现 - 在2022年11月26日结束的13周内，Simply Good Foods的净销售额增加了1960万美元，增长了7.0%[54] - Simply Good Foods的毛利润在2022年11月26日结束的13周内减少了560万美元，降低了4.8%[54] - Simply Good Foods的销售和营销费用在2022年11月26日结束的13周内减少了200万美元，降低了6.5%[57] - Simply Good Foods的总经理和行政费用在2022年11月26日结束的13周内增加了190万美元，增长了8.2%[58] - Simply Good Foods的折旧和摊销费用在2022年11月26日结束的13周内保持在430万美元[59] - 利息支出在2022年11月26日的13周内增加了0.7百万美元，主要是由于我们的贷款设施利率从2021年11月27日的4.8%上升到2022年11月26日的7.7%[60] - 净利润为2022年11月26日的13周内为3590万美元，比2021年11月27日的13周内的2120万美元增加了1470万美元[60] 资本运营 - 股票回购计划中，截至2022年11月26日，还剩约7150万美元可用于回购[66] - 2022年11月26日结束的13周内，公司的融资活动中净现金使用额为2080万美元，主要包括1640万美元的普通股回购、650万美元的贷款本金偿还和230万美元的与发行受限制股票单位和绩效股票单位相关的税款支付，部分抵消了460万美元的期权行权所得现金[69] - 2021年11月27日结束的13周内，公司的融资活动中净现金使用额为2800万美元，主要包括2500万美元的贷款本金偿还和320万美元的与发行受限制股票单位和绩效股票单位相关的税款支付[69] 风险和挑战 - 我们预计在2023财年继续面临供应链物流挑战、较高的原材料成本、较高的运费和物流成本以及供应链挑战。当前或未来的政府政策可能增加通货膨胀风险和可能的经济衰退风险，进一步增加我们业务的原料、包装和成品成本，以及对消费者行为和产品需求的负面影响。因此，我们在2022财年第一季度和第四季度实施了价格上涨。然而，不能保证价格上涨将完全抵消原材料和供应链及分销成本对我们业绩和财务状况的影响[71]

The Simply Good Foods Company (NASDAQ:SMPL) Q4 2022 Earnings Conference Call October 21, 2022 8:30 AM ET Company Participants Mark Pogharian – Vice President-Investor Relations Joe Scalzo – President and Chief Executive Officer Todd Cunfer – Chief Financial Officer Conference Call Participants Chris Growe – Stifel Steve Powers – Deutsche Bank Alexia Howard – Bernstein John Baumgartner – Mizuho Jason English – Goldman Sachs Pamela Kaufman – Morgan Stanley Cody Ross – UBS Jim Salera – Stephens Inc. Operator G ...

Fourth Quarter and Full Fiscal Year 2022 Earnings Conference Call & Webcast Presentation October 21, 2022 Disclaimer Forward Looking Statements Certain statements made herein are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompanied by or include words such as "will", "expect", "intends" or other similar words, phrases or expressions. These forward-loo ...

The Simply Good Foods Company (NASDAQ:SMPL) Q3 2022 Earnings Conference Call June 30, 2022 8:30 AM ET Company Participants Mark Pogharian - Vice President of Investor Relations Joe Scalzo - President and Chief Executive Officer Todd Cunfer - Chief Financial Officer Conference Call Participants Chris Growe - Stifel Nicolaus Jason English - Goldman Sachs Jack Hardin - Stephens Alexia Howard - Bernstein John Baumgartner - Mizuho Securities Cody Ross - UBS Steve Powers - Deutsche Bank Eric Larson - Seaport Rese ...

Third Quarter Fiscal Year 2022 Earnings Conference Call & Webcast Presentation June 30, 2022 0 Disclaimer Forward Looking Statements Certain statements made herein are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompanied by or include words such as "will", "expect", "intends" or other similar words, phrases or expressions. These forward-looking statem ...

The Simply Good Foods Company (NASDAQ:SMPL) Q2 2022 Earnings Conference Call April 6, 2022 8:30 AM ET Company Participants Mark Pogharian - Vice President of Investor Relations Joe Scalzo - President and Chief Executive Officer Todd Cunfer - Chief Financial Officer Conference Call Participants Jason English - Goldman Sachs Kaumil Gajrawala - Credit Suisse Rob Dickerson - Jefferies John Baumgartner - Mizuho Securities Cody Ross - UBS Steve Powers - Deutsche Bank Pamela Kaufman - Morgan Stanley Ryan Bell - Co ...

Second Quarter Fiscal Year 2022 Earnings Conference Call & Webcast Presentation April 6, 2022 0 Disclaimer Forward Looking Statements Certain statements made herein are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompanied by or include words such as "will", "expect", "intends" or other similar words, phrases or expressions. These forward-looking state ...

The Simply Good Foods Company (NASDAQ:SMPL) Q1 2022 Earnings Conference Call January 5, 2022 8:30 AM ET Company Participants Mark Pogharian - Vice President of Investor Relations Joe Scalzo - President and Chief Executive Officer Todd Cunfer - Chief Financial Officer Conference Call Participants Chris Growe - Stifel Nicolaus Jason English - Goldman Sachs Wendy Nicholson - Citi Kaumil Gajrawala - Credit Suisse Alexia Howard - Bernstein Rob Dickerson - Jefferies Ben Bienvenu - Stephens Inc Steve powers - Deut ...