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SMPL Simply Good Foods Co

Last updated: Mar 16, 2026

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Execution Consistency

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

Bought back stock in only 1/4 quarters. Q1 2026: $0M, Q3 2024: $0M, Q2 2024: $0M, Q1 2024: $16M

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Execution Acceleration

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

Latest quarter $0M vs trailing avg $5M (-100%)

Buyback vs FCF

What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Missing buyback or cash flow data

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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)

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Insider Buying

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

2 open-market purchases by 2 insiders

  • 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
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Insider-Buyback Convergence

Are insider purchases happening during the same quarters the company is actively buying back stock?

Insider buying coincided with company buybacks in 0 of 4 quarters

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Insider Net Direction

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $0M (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