Simply Good Foods Company (SMPL) reported earnings on Thur 9 Apr 26 (b/o)

• Sector: Consumer Defensive
• Industry: Packaged Foods
• Full Time Employees: 328
• Incorporated in 2017 
• Headquartered in Denver, Colorado
• https://www.thesimplygoodfoodscompany.com

The maker of Atkins diet meals tumbled 19% after reported fiscal second quarter revenue and adjusted earnings before interest, taxes, depreciation and amortization, and fiscal third quarter guidance for revenue and EBITDA, fell far short of Wall Street consensus estimates, according to FactSet data.

Simply Good Foods beats by $0.05, misses on revs; guides Q3 revs below consensus; guides FY26 revs below consensus 

• Reports Q2 (Feb) earnings of $0.45 per share, excluding non-recurring items, $0.05 better than the FactSet Consensus of $0.40; revenues fell 9.4% year/year to $326.01 mln vs the $345.36 mln FactSet Consensus.
• Co issues downside guidance for Q3, sees Q3 revs of $329-$338 mln vs. $379.97 mln FactSet Consensus.
• Co issues downside guidance for FY26, sees FY26 revs of $1.31-$1.35 bln vs. $1.44 bln FactSet Consensus. Adjusted EBITDA expected to range between $217 to $225 million, or -22% to -19% yr/yr.

• Retail takeaway slowed sharply; company-estimated consumption down 6.4% versus Q1’s stronger trends.
• Quest grew 2.4% with chips up 14%, but bar baseline velocities weakened.
• Atkins consumption fell 23.4% on distribution losses and prior pullback in marketing support.
• OWYN down 2.4%; product quality issues and poor velocities triggering expected distribution losses.

• Main concern: execution risk around multi-brand turnaround while protein input costs remain elevated.
• Weak quarter, driven by broad volume declines, margin compression, and brand execution issues.

===Super Micro Computer (SMCI) : cofounder and employee charged with smuggling NVIDIA (NVDA) chips into China

 

U.S. prosecutors charge Super Micro cofounder Wally Liaw over alleged $2.5B diversion of Nvidia-powered servers to China

• Super Micro says 3 associated individuals were indicted over alleged export-control violations; the company is not named defendant.
• Company placed cofounder Wally Liaw and two employees on administrative leave, and terminated a contractor linked to the case.
• The indictment was unsealed by the U.S. Attorney’s Office for the Southern District of New York.
• Super Micro says it continues cooperating with the U.S. government investigation into the export-control matter.

This week's biggest % gainers & losers : March 9 - 13, 26 (wk 11)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: MGNX (3.00 +34.3%), CDXS (1.58 +28.05%), ATRA (6.32 +22.24%), EDIT (2.44 +21.75%), CRBP (9.39 +17.23%), ANAB (64.3 +16.04%), ACRS (3.52 +14.87%)

• Materials: SSL (11.28 +25.84%), CE (57.60 +16.79%)

• Industrials: FLY (23.34 +18.31%), BLDP (2.37 +17.91%)

• Consumer Discretionary: TLYS (2.78 +86.33%), NIO (5.86 +22.49%), PZZA (36.63 +19.3%), FOSL (4.78 +18.32%), LOCO (12.70 +15.45%)

• Information Technology: HIMX (9.88 +33.51%), DDD (2.45 +24.74%),  VELO (14.10, +16.43%), CSIQ (18.38 +14.88%)

• Energy: PUMP (14.21 +14.56%)

This week's top % losers

• Healthcare: IOVA (3.93 -23.39%), CNC (34.41 -21.17%), OMCL (34.18 -17.24%)

• Materials: HMY (15.07 -23.07%), SID (1.12 -19.42%)

• Industrials: FWRD (15.96 -27.28%), NCI (8 -24.22%), JELD (1.48 -19.84%)

• Consumer Discretionary: SNBR (3.45 -34.78%), SRI (5.80 -22.63%), GRPN (9.57 -21.56%), RRGB (3.36 -19.04%), ULTA (535.26 -17.19%)

• Information Technology: PAR (14.51 -24.51%), MEI (5.12 -23.2%), FICO (1135.24 -23.09%), EGHT (2.08 -17.66%)

Once Upon a Farm (OFRM) reported earnings on Thur 12 March 26 (a/h)

 

Once Upon a Farm beats Q4 estimates with EPS $0.11, revenue $64.0M, net sales up 30%, guides 2026 growth 25%-29%

• Q4 2025 results include a swing to profit for Once Upon a Farm PBC.
• Company also announces full-year 2025 results in addition to Q4 2025 performance highlighted in the release.
• 2026 outlook includes Adjusted EBITDA guidance in a range of $2 million to $4 million.