SMPL Simply Good Foods Co
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in only 0/4 quarters. Q2 2026: $0M, Q1 2026: $0M, Q3 2024: $0M, Q2 2024: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
No buyback activity
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Missing buyback or cash flow data
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 0 shares = 0.0% of 70,605,675 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
4 open-market purchases by 4 insiders
- KILTS JAMES M () bought 80,000 shares at $12.39 on 2026-04-23
- Clawson Michael L (Chief Commercial Officer) bought 5,000 shares at $20.00 on 2025-11-17
- Bealer Christopher J (Chief Financial Officer) bought 9,946 shares at $20.01 on 2025-11-06
- Tanner Geoff E (President and CEO) bought 6,050 shares at $33.11 on 2025-07-23
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
4 insider purchases but company buybacks inactive
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $1M, sold $0M in the last 90 days (net buying)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
No buyback-insider divergence detected