<p>Simply Good Foods (SMPL) 在报告 2025 年第四季度净亏损后引起了投资者的关注，未能达到盈利预期，并且面临 Atkins 品牌销售的急剧下滑。该公司还计入了 6090 万美元的减值损失，因为它重新调整了对 Atkins 的预期，而其 2026 财年的前景则指向销售持平或下降以及毛利率缩小。</p>
<p>查看我们对 Simply Good Foods 的最新分析。</p>
<p>Simply Good Foods 最近遇到了一些障碍，势头迅速减弱。在经历了一个艰难的季度和对 2026 年的谨慎展望后，股价在过去三个月内暴跌近 39%，目前几乎比年初的水平低 48%。回顾过去，长期投资者在过去一年中看到的总股东回报下降了 39%，尽管在五年期的收益仍然略有正增长。最近的回购扩张和 Quest 的新产品发布表明管理层仍在为未来投资。然而，目前市场已经重新评估了风险和增长潜力。</p>
<p>如果您对广泛的消费趋势和反弹故事感兴趣，现在是探索高内部持股的快速增长股票的好时机。</p>
<p>股票的急剧抛售和持续的逆风给投资者提出了一个重要问题：股票现在是否以有意义的折扣交易于其内在价值，还是市场已经反映了公司不确定的前进道路？</p>
<h2>最受欢迎的叙述：42.4% 被低估</h2>
<p>在 20.26 美元的价格下，Simply Good Foods 的交易价格远低于共识叙述的公允价值 35.20 美元。这表明市场情绪与基于强劲增长驱动因素的前瞻性预期之间存在明显的不一致。</p>
<blockquote>
<p><em>OWYN 的分销渠道和 SKU 的扩展为收入增长和净销售潜力翻倍提供了可观的机会。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>好奇什么未来情景可以证明当前股价与其内在价值之间如此大的差距？答案取决于关键的财务预期、未来的盈利能力以及一个大胆的长期利润目标，这可能会重新评估该业务的价值。不要错过使这个叙述在众多叙述中脱颖而出的更深层次故事。</p>
<p><strong>结果：公允价值为 35.20 美元（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，Atkins 的持续下滑和整合 OWYN 的挑战可能会破坏增长预期，并对 Simply Good Foods 的未来盈利能力产生怀疑。</p>
<p>了解影响 Simply Good Foods 叙述的关键风险。</p>
<h2>另一种观点：市场倍数发出混合信号</h2>
<p>虽然我们的公允价值估计表明 Simply Good Foods 被严重低估，但查看其当前的市盈率却讲述了另一个故事。该公司的市盈率为 19.5 倍，高于美国食品行业平均的 17.8 倍和同行平均的 17.6 倍。这意味着按当前盈利计算，股票实际上比大多数竞争对手更贵。然而，与其公允比率 20 倍相比，如果市场调整其预期，仍然可能有一些增长空间。这是否暗示着隐藏的价值，还是风险已经被定价？</p>
<p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/801063cb-50e8-4c53-ad43-de3f337f0c0e/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/801063cb-50e8-4c53-ad43-de3f337f0c0e/chart/pe-multiple-vs-industry"/></p>
<p>NasdaqCM:SMPL 截至 2025 年 10 月的市盈率</p>
<h2>自己构建 Simply Good Foods 叙述</h2>
<p>如果您有不同的观点或想自己深入研究数字，您可以在几分钟内使用 “按您自己的方式” 构建个性化故事。</p>
<p>您对 Simply Good Foods 研究的一个很好的起点是我们的分析，突出显示了可能影响您投资决策的两个关键奖励和两个重要警示信号。</p>
<h2>寻找更多聪明的投资想法？</h2>
<p>通过查看仅在 Simply Wall St 的筛选器中提供的独特股票列表，抓住下一个重大机会。不要让杰出的公司从您身边溜走。现在超越市场，进一步进行研究。</p>
<ul>
<li>扩大您的潜力，投资提供定期收入和高于平均收益的资产。从这些 17 只收益率超过 3% 的股息股票开始，看看哪些公司正在提供。</li>
<li>通过关注这些 27 只专注于人工智能创新和颠覆的 AI 便士股票，抓住快速发展的技术势头。</li>
<li>通过搜索这些 877 只基于现金流的被低估股票，锁定未开发的机会，以识别当前交易低于其真实价值的股票。</li>
</ul>
<p><em>本文由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 这并不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

SMPL

<p>Simply Good Foods (SMPL) 报告了 2025 财年第四季度的净亏损，未能达到盈利预期，并因 Atkins 品牌销售下滑面临 6090 万美元的减值损失。公司对 2026 财年的展望显示销售持平或下降，导致股价在三个月内下跌近 39%。尽管以 20.26 美元的价格被认为被低估，相较于 35.20 美元的公允价值，其较高的市盈率表明股票价格比同行更贵。投资者对该股票是以折扣交易还是风险已被计入价格产生了疑问</p>

<p>Simply Good Foods (SMPL) captured investor attention after reporting a net loss for Q4 2025, missing profit expectations and dealing with a steep downturn in Atkins brand sales. The company also booked a $60.9 million impairment charge as it reset expectations for Atkins, and its outlook for fiscal 2026 points to flat or declining sales and shrinking gross margins.</p>
<div class="lb-trans"><p>Simply Good Foods (SMPL) 在报告 2025 年第四季度净亏损后引起了投资者的关注，未能达到盈利预期，并且面临 Atkins 品牌销售的急剧下滑。该公司还计入了 6090 万美元的减值损失，因为它重新调整了对 Atkins 的预期，而其 2026 财年的前景则指向销售持平或下降以及毛利率缩小。</p>
</div><p>See our latest analysis for Simply Good Foods.</p>
<div class="lb-trans"><p>查看我们对 Simply Good Foods 的最新分析。</p>
</div><p>Simply Good Foods has hit some roadblocks lately, with momentum fading fast. After a tough quarter and cautious outlook for 2026, the share price has plunged nearly 39% over the past three months and sits almost 48% below its level at the start of the year. Looking further back, long-term investors have seen a 39% total shareholder return decline in the past year, though gains over a five-year horizon remain modestly positive. Recent buyback expansions and new product launches at Quest show management is still investing for the future. However, right now, the market has reset its view on risk and growth potential.</p>
<div class="lb-trans"><p>Simply Good Foods 最近遇到了一些障碍，势头迅速减弱。在经历了一个艰难的季度和对 2026 年的谨慎展望后，股价在过去三个月内暴跌近 39%，目前几乎比年初的水平低 48%。回顾过去，长期投资者在过去一年中看到的总股东回报下降了 39%，尽管在五年期的收益仍然略有正增长。最近的回购扩张和 Quest 的新产品发布表明管理层仍在为未来投资。然而，目前市场已经重新评估了风险和增长潜力。</p>
</div><p>If broad consumer trends and rebound stories interest you, now’s a great time to explore fast growing stocks with high insider ownership.</p>
<div class="lb-trans"><p>如果您对广泛的消费趋势和反弹故事感兴趣，现在是探索高内部持股的快速增长股票的好时机。</p>
</div><p>The stock’s sharp selloff and persistent headwinds raise an important question for investors: are shares now trading at a meaningful discount to their intrinsic value, or is the market already reflecting the company’s uncertain path forward?</p>
<div class="lb-trans"><p>股票的急剧抛售和持续的逆风给投资者提出了一个重要问题：股票现在是否以有意义的折扣交易于其内在价值，还是市场已经反映了公司不确定的前进道路？</p>
</div><h2>Most Popular Narrative: 42.4% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：42.4% 被低估</h2>
</div><p>At $20.26, Simply Good Foods trades far below the consensus narrative’s fair value of $35.20. This suggests a sharp misalignment between market sentiment and forward-looking expectations grounded in robust growth drivers.</p>
<div class="lb-trans"><p>在 20.26 美元的价格下，Simply Good Foods 的交易价格远低于共识叙述的公允价值 35.20 美元。这表明市场情绪与基于强劲增长驱动因素的前瞻性预期之间存在明显的不一致。</p>
</div><blockquote>
<p><em>Expansion of OWYN’s distribution channels and SKUs offers a substantial opportunity for revenue growth and doubled net sales potential.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>OWYN 的分销渠道和 SKU 的扩展为收入增长和净销售潜力翻倍提供了可观的机会。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Curious what future scenario justifies such a steep gap from the current stock price? The answer depends on pivotal financial expectations, future earnings power, and a bold long-term profit target that could reset how this business is valued. Don’t miss the deeper story that makes this narrative stand out from the crowd.</p>
<div class="lb-trans"><p>好奇什么未来情景可以证明当前股价与其内在价值之间如此大的差距？答案取决于关键的财务预期、未来的盈利能力以及一个大胆的长期利润目标，这可能会重新评估该业务的价值。不要错过使这个叙述在众多叙述中脱颖而出的更深层次故事。</p>
</div><p><strong>Result: Fair Value of $35.20 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 35.20 美元（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, persistent declines in Atkins and challenges integrating OWYN could derail growth projections and cast doubt on Simply Good Foods’ future earnings power.</p>
<div class="lb-trans"><p>然而，Atkins 的持续下滑和整合 OWYN 的挑战可能会破坏增长预期，并对 Simply Good Foods 的未来盈利能力产生怀疑。</p>
</div><p>Find out about the key risks to this Simply Good Foods narrative.</p>
<div class="lb-trans"><p>了解影响 Simply Good Foods 叙述的关键风险。</p>
</div><h2>Another View: Market Multiples Send Mixed Signals</h2>
<div class="lb-trans"><h2>另一种观点：市场倍数发出混合信号</h2>
</div><p>While our fair value estimate says Simply Good Foods is deeply undervalued, a look at its current price-to-earnings ratio tells another story. The company’s ratio of 19.5x is higher than both the US Food industry average of 17.8x and its peer average of 17.6x. This means shares are actually more expensive than most rivals when measured by current earnings. However, compared to its fair ratio of 20x, there could still be some room to grow if the market shifts its expectations. Does this suggest a hidden value or a sign that the risk is already priced in?</p>
<div class="lb-trans"><p>虽然我们的公允价值估计表明 Simply Good Foods 被严重低估，但查看其当前的市盈率却讲述了另一个故事。该公司的市盈率为 19.5 倍，高于美国食品行业平均的 17.8 倍和同行平均的 17.6 倍。这意味着按当前盈利计算，股票实际上比大多数竞争对手更贵。然而，与其公允比率 20 倍相比，如果市场调整其预期，仍然可能有一些增长空间。这是否暗示着隐藏的价值，还是风险已经被定价？</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/801063cb-50e8-4c53-ad43-de3f337f0c0e/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/801063cb-50e8-4c53-ad43-de3f337f0c0e/chart/pe-multiple-vs-industry"/></p>
<p>NasdaqCM:SMPL PE Ratio as at Oct 2025</p>
<div class="lb-trans"><p>NasdaqCM:SMPL 截至 2025 年 10 月的市盈率</p>
</div><h2>Build Your Own Simply Good Foods Narrative</h2>
<div class="lb-trans"><h2>自己构建 Simply Good Foods 叙述</h2>
</div><p>If you have a different viewpoint or want to dig into the numbers yourself, you can craft a personalized story in just a few minutes with Do it your way.</p>
<div class="lb-trans"><p>如果您有不同的观点或想自己深入研究数字，您可以在几分钟内使用 “按您自己的方式” 构建个性化故事。</p>
</div><p>A great starting point for your Simply Good Foods research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>您对 Simply Good Foods 研究的一个很好的起点是我们的分析，突出显示了可能影响您投资决策的两个关键奖励和两个重要警示信号。</p>
</div><h2>Looking for More Smart Investment Ideas?</h2>
<div class="lb-trans"><h2>寻找更多聪明的投资想法？</h2>
</div><p>Seize your next big opportunity by checking out unique stock lists only available with Simply Wall St’s Screener. Don’t let standout companies pass you by. Outsmart the market and take your research further now.</p>
<div class="lb-trans"><p>通过查看仅在 Simply Wall St 的筛选器中提供的独特股票列表，抓住下一个重大机会。不要让杰出的公司从您身边溜走。现在超越市场，进一步进行研究。</p>
</div><ul>
<li>Expand your potential with assets offering regular income and above-average yields. Start with these 17 dividend stocks with yields &gt; 3% to see which companies are delivering.</li>
<li>Catch the momentum in fast-moving technology by tapping into these 27 AI penny stocks focused on artificial intelligence innovation and disruption.</li>
<li>Target untapped opportunities by searching these 877 undervalued stocks based on cash flows to identify stocks trading below their true worth right now.</li>
</ul>
<div class="lb-trans"><ul>
<li>扩大您的潜力，投资提供定期收入和高于平均收益的资产。从这些 17 只收益率超过 3% 的股息股票开始，看看哪些公司正在提供。</li>
<li>通过关注这些 27 只专注于人工智能创新和颠覆的 AI 便士股票，抓住快速发展的技术势头。</li>
<li>通过搜索这些 877 只基于现金流的被低估股票，锁定未开发的机会，以识别当前交易低于其真实价值的股票。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>本文由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 这并不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

分析 Simply Good Foods (SMPL) 在第四季度亏损、减值费用以及 2026 年悲观展望后的估值