Quest Bars Struggle, But Quest Nutrition Achieves Record Quarterly Revenue...Huh?!?

With over 50% of The Simply Good Foods Company’s revenue coming from the nutritional/protein bar category, the race is on to further diversify its product mix due to near-term headwinds. On 10/26/2020, The Simply Good Foods Company reported its fiscal fourth quarter earnings for the period ending 8/29/2020. While the company performed well overall, it was a mixed bag with brand-level performance. The biggest bright spot was in the Quest Nutrition brand, that had the best revenue creating quarter under the new ownership of The Simply Good Foods Company. That being said, retail takeaways of both brands could be signaling some tough roads ahead for the overall active nutrition snacking category. I'll finish the episode with covering the five most important areas of focus for The Simply Good Foods Company right now...including bonus commentary on future M&A.