

Simply Good Foods vs Fresh Del Monte
This page compares Simply Good Foods and Fresh Del Monte Produce Inc. across business models, financial performance, and market context, providing neutral, accessible information on how each company operates and positions itself. The content is designed to inform, not persuade, and avoids speculation. Educational content, not financial advice.
This page compares Simply Good Foods and Fresh Del Monte Produce Inc. across business models, financial performance, and market context, providing neutral, accessible information on how each company o...
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
The Future Of Food: Beyond Legacy Brands
Berkshire Hathaway's multi-billion dollar writedown of its Kraft Heinz stake highlights the struggles of legacy food brands. This creates an opportunity to invest in innovative food companies that are better aligned with modern consumer preferences for healthier and more natural products.
Published: August 4, 2025
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Explore BasketCPG Spin-Offs & Reshuffling
This carefully selected group of stocks focuses on consumer packaged goods companies that are unlocking value through strategic restructuring. Our professional analysts have identified companies poised to benefit from the industry-wide trend of separating slow-growth legacy brands from high-growth segments.
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Explore BasketFood & Drink
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Explore BasketInvestment Analysis
Pros
- Quest and OWYN brands have posted double-digit retail sales growth, offsetting some weakness in the legacy Atkins portfolio.
- Gross margins remain solid at over 36%, reflecting a favourable product mix and cost discipline relative to industry peers.
- The companyβs balance sheet is healthy, with low debt-to-equity and a current ratio above 3.6, providing financial flexibility.
Considerations
- The Atkins brand continues to decline sharply, with a 12% drop in the last quarter prompting a significant non-cash impairment charge.
- Analyst consensus remains cautious due to softer growth prospects and mixed signals between brands, leading to a Hold rating.
- Recent share price performance and technical trends indicate short-term downward momentum, with elevated resistance levels capping rallies.
Pros
- Fresh Del Monte demonstrates strong operational and financial health, with a top-tier balance sheet and consistent dividend payments.
- The company has a global diversified footprint in fresh produce, reducing exposure to any single market or crop type.
- Long-term shareholder returns are robust, with a five-year share price gain exceeding 60% and healthy three-year growth.
Considerations
- Pineapple supply disruptions and climate-related risks threaten to compress margins, given the inherent perishability of its core products.
- Recent one-year share price gains are modest, lagging behind the broader equity market, reflecting slower near-term growth.
- Heavy reliance on international supply chains and fresh produce exposes the company to currency, transportation, and commodity price volatility.
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