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Posted by
Two Blokes Jul 10 -
Filed in
Stock
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Simply Good Foods is a buy, leveraging strong brands (Quest, OWYN) to capitalize on secular health and wellness trends despite Atkins' decline. Quest's accelerating growth and OWYN's successful entry into vegan protein drive market share gains, offsetting legacy brand weakness and boosting margins. The company's consolidation strategy—acquiring and scaling high-growth brands—has delivered strong returns and positions SMPL for continued industry outperformance.
