Should the Simply Good Foods Company Adapt to Become More Snackier or Be Patient?

This podcast episode breaks down of the 2021Q1 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 1/6/2021. Those public financial documents will be used as the backdrop to provide broad health and fitness snacking market insights that will be valuable to you. Quest Nutrition and Atkins Nutritionals each continued to have a mixed bag of performance at the product category level, including protein bars and nutritional bars performing worse on a YoY basis (though they outperformed the market average). It begs the question if it's time for The Simply Good Foods Company to become more snackier or should they patiently wait for pre-pandemic mega trends to strengthen again?  Despite the challenges, Quest Nutrition had its best revenue creating quarter under the new ownership of The Simply Good Foods Company and I believe company history at ~$96 million. Finally, I explain if the Simply Good Foods Company will be acquired by a larger CPG company or they will be the one making an M&A transaction. I also cover five potential names that the Simply Good Foods Company could be looking at closely in the market.