Here’s Why Simply Good Foods Company (SMPL) Sold Off in Q3

2 days ago 3

Soumya Eswaran

Fri, November 21, 2025 astatine 7:51 AM CST 3 min read

Madison Investments, an concern advisor, released its “Madison Small Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The 3rd 4th was hard for the Small Cap Fund. The small-cap index’s show was broad-based. The Madison Small Cap Fund (class Y) was down 1.3% successful the quarter, importantly underperforming the benchmarks. The underperformance was driven by banal enactment and exacerbated by a precise speculative market. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Madison Small Cap Fund highlighted stocks specified arsenic The Simply Good Foods Company (NASDAQ:SMPL). The Simply Good Foods Company (NASDAQ:SMPL) is simply a consumer-packaged nutrient and beverage company. The one-month instrumentality of The Simply Good Foods Company (NASDAQ:SMPL) was 0.74%, and its shares mislaid 48.45% of their worth implicit the past 52 weeks. On November 20, 2025, The Simply Good Foods Company (NASDAQ:SMPL) banal closed astatine $20.11 per share, with a marketplace capitalization of $2.022 billion.

Madison Small Cap Fund stated the pursuing regarding The Simply Good Foods Company (NASDAQ:SMPL) successful its 3rd 4th 2025 capitalist letter:

"Primo Brands & The Simply Good Foods Company (NASDAQ:SMPL) were besides down successful the quarter. SMPL, connected different hand, has delivered beauteous bully results. This banal has been rerated downward drastically and we judge that 1 mentation is the broad-based merchantability disconnected and downward unit successful astir each Consumer Staples stocks crossed the marketplace headdress spectrum. In short, successful this bull market, antiaircraft businesses similar Consumer Staples are sold successful favour of highly speculative investments, mostly, but not entirely, tied to the AI theme."

The Simply Good Foods Company (NASDAQ:SMPL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 32 hedge money portfolios held The Simply Good Foods Company (NASDAQ:SMPL) astatine the extremity of the 2nd quarter, up from 28 successful the erstwhile quarter. In the 4th fourth of fiscal 2025, The Simply Good Foods Company's (NASDAQ:SMPL) nett nonaccomplishment was $12.4 million, down from the nett income of $29.3 cardinal successful 4th fourth of fiscal 2024. While we admit the imaginable of The Simply Good Foods Company (NASDAQ:SMPL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.