SMPL Simply Good Foods Co

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in only 1/4 quarters. Q3 2026: $24M, Q2 2026: $0M, Q1 2026: $0M, Q3 2024: $0M

Is the most recent quarter's buyback spend more than 15% above the trailing average?

New buyback activity: $24M after no prior spending

What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.

Missing buyback or cash flow data

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 693,375 shares = 1.0% of 70,605,675 outstanding (annualized)

Are officers and directors buying stock with their own money on the open market?

4 open-market purchases by 4 insiders

• DALEY CLAYTON C JR () bought 10,000 shares at $11.78 on 2026-05-14
• 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

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

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)

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

No buyback-insider divergence detected