SMPL Simply Good Foods Co
Last updated: Mar 16, 2026
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
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
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?
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
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
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