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...

Comparison Snapshot

Key Financial Metrics

SMPL

Metric

JJSF

$1.87B

Market Cap

$1.77B

59.01%

Potential Profit

34.81%

Buy

Analyst Rating

Buy

Investment Analysis

Simply Good Foods

SMPL

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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About The Companies

Simply Good Foods (SMPL)

Simply Good Foods Co (SMPL) is a North American maker of ‘better-for-you’ snacks and nutrition brands, best known for Quest Nutrition and Atkins-branded items. With a market capitalisation around $2.56bn, the company focuses on high-protein, low-sugar bars, snacks and powders sold through retail, e-commerce and international channels. Investors typically watch its ability to sustain brand momentum, expand distribution, and convert supply-chain efficiencies into margin gains. Growth drivers include persistent consumer interest in health-focused snacking and direct-to-consumer sales, while key risks include competitive pressure, commodity cost volatility, and changing consumer tastes. Financial performance can be lumpy as promotional activity, input costs and SKU mix shift. This summary is educational only — not personalised investment advice — and reminds readers that past performance does not guarantee future results and that shares can rise or fall.

J&J Snack Foods (JJSF)

J&J Snack Foods Corp (JJSF) is a US-based maker of branded snack foods and frozen beverages sold through retail, foodservice and vending channels. With a market cap around $1.81 billion, the company is known for positioned snack and frozen-drink products that benefit from consistent consumer demand and broad distribution. Investors typically watch JJSF for brand strength, pricing power and innovation in frozen treats and on-the-go snacks, alongside sensitivity to commodity costs, labour and distribution expenses. Growth can come from product roll-outs, category expansion and operational efficiencies, while risks include changing consumer tastes, input-price volatility and competitive pressure. This summary is for general educational purposes only, not personalised investment advice. Values can rise or fall and past performance does not guarantee future results; consider your own goals and suitability before making investment decisions.

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Comparison Snapshot