USNA
USANA Health Sciences, Inc.20.33
+0.01+0.05%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A unpacks venture retail ramps
Q&A detailed drivers behind the wide FY2026 4% sales growth range, spotlighting Rise Wellness' committed Protein Pop orders for every Costco (now stocking) and all U.S. Target stores in April, alongside Hiya's strong Canada start, UK launch soon, and Target rollout. Core nutrition faces Q1/Q2 strength from Chinese New Year promotions, then Q3 summer lull. Cost realignment trimmed 10% of headcount for ~$10M net SG&A savings, mostly repurposed. Tech roadmap eyes external AI, speed, and Hiya's marketing for USANA relevance, unbudgeted yet. Rise stocks every Costco. Management stayed bullish on ventures offsetting core declines.
Key Stats
Market Cap
371.65MP/E (TTM)
22.59Basic EPS (TTM)
0.90Dividend Yield
0%Recent Filings
10-K
FY2025 results
USANA posted $925M in FY2025 net sales, up 8% y/y yet core nutritional fell 8% to $775M as active customers plunged 15% to 387K amid China weakness, while Hiya's full-year ramp added $132M. Q4 saw cost realignment charges and $13M goodwill impairment, slashing operating margins to 4%; gross profit slipped to 78% on Hiya's lower mix, but incentives held at 42% of core sales. Cash dipped to $158M after $28M buybacks, with $14M debt drawn. Hiya hit 182K subscribers. China regulatory shifts threaten core momentum.
8-K
USANA FY25 sales up 8%, core slips
USANA reported FY2025 net sales of $925M, up 8% yet core nutritional down 8% amid customer declines to 387,000; Hiya and Rise fueled growth, lifting non-core share to 16%. Q4 swung to a $1.8M loss from $7M impairment and $6.5M cost realignments. Core declines persist. FY2026 guides flat-to-8% sales growth, Hiya up 6-17%, Rise soaring.
8-K
USANA beats FY25 sales, guides FY26
USANA Health Sciences reported preliminary fiscal 2025 net sales of ~$925 million, topping prior $920 million guidance. It issued initial fiscal 2026 net sales outlook of $925 million to $1.0 billion, with core USANA dipping to $720-765 million from $777 million, yet Hiya climbing to $140-155 million from $132 million and Rise Wellness surging to $65-80 million from $16 million. Rise hits breakeven amid growth investments.
8-K
Guest returns as USANA CEO
USANA Health Sciences announced on January 8, 2026, that Jim Brown stepped down as CEO and President, transitioning to an advisory role. Kevin Guest, prior CEO from 2016-2023 and current Executive Chairman, reassumed CEO duties immediately while retaining his Chairman position. The Board aims to accelerate growth. Compensation terms pending.
10-Q
Q3 FY2025 results
USANA posted Q3 net sales of $213.7M, up 6.7% y/y thanks to $30.8M from new Hiya direct-to-consumer unit, yet direct selling dropped 11.4% y/y (derived) on fewer active customers amid compensation plan rollout. Gross margin slipped to 77.2% from 80.4%, while SG&A jumped on Hiya amortization and events; operating income cratered to $1.2M from $15.6M, but net loss of $6.5M stemmed mainly from a 471% tax hit on slim pretax earnings. Cash sits at $145.3M with $75M revolver available (no debt); Hiya closed Dec 2024 for $206.1M cash, recognizing $127.3M goodwill and $124.2M intangibles. Free cash flow not disclosed in the 10-Q. Direct selling leans on China (43%). Tax volatility stings.
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