

Simply Good Foods vs J&J Snack Foods
This page compares Simply Good Foods Co/The and J&J Snack Foods Corp, offering an analysis of business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Simply Good Foods Co/The and J&J Snack Foods Corp, offering an analysis of business models, financial performance, and market context in a neutral, accessible way. Educational conte...
Which Baskets Do They Appear In?
Food Fight: Consolidation in the Packaged Goods Aisle
A carefully selected group of food companies positioned to benefit from the wave of industry consolidation. Following Ferrero's $3 billion acquisition of WK Kellogg, these stocks represent potential acquisition targets or strategic buyers looking to gain competitive scale in a rapidly changing market.
Published: July 11, 2025
Explore BasketWhich Baskets Do They Appear In?
Food Fight: Consolidation in the Packaged Goods Aisle
A carefully selected group of food companies positioned to benefit from the wave of industry consolidation. Following Ferrero's $3 billion acquisition of WK Kellogg, these stocks represent potential acquisition targets or strategic buyers looking to gain competitive scale in a rapidly changing market.
Published: July 11, 2025
Explore BasketInvestment Analysis
Pros
- Strong financial health with a low debt-to-equity ratio of 13.8%, supporting operational stability.
- Retail sales showed growth with 4% overall increase and strong double-digit gains in Quest and OWYN brands.
- Diverse product portfolio including protein bars, snacks, and meal replacements marketed under multiple recognized brands.
Considerations
- The Atkins brand segment experienced significant decline with a 10% drop in retail sales and a $60.9 million impairment loss.
- The company’s stock has shown underperformance compared to the industry with a lower past performance score.
- Profitability margins are moderate with a net profit margin of 7.14% and gross margin of 36.33%, indicating cost pressures.

J&J Snack Foods
JJSF
Pros
- J&J Snack Foods benefits from a diversified portfolio of branded snack foods with strong market presence.
- Consistent operational profitability supported by efficient production and distribution capabilities.
- Exposure to growing consumer trends favoring convenient and indulgent snack products across multiple channels.
Considerations
- Exposure to commodity cost volatility and inflationary pressures impacting cost of goods sold and margins.
- Business performance can be cyclical and sensitive to changes in consumer discretionary spending patterns.
- Potential execution risks related to integrating acquisitions and expanding product innovation to sustain growth.
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