Investors interested in Medical - Drugs stocks are likely familiar with USANA Health Sciences (USNA) and United Therapeutics (UTHR) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision ...

Financial Data and Key Metrics Changes - The company expects consolidated net sales growth of 4% at the midpoint for fiscal 2026, reflecting confidence in its strategy and execution capabilities [8][10] - Inventory increased by $35 million or 48% to $107 million at the end of fiscal 2025, primarily driven by growth initiatives at Rise Wellness and Hiya [11] Business Line Data and Key Metrics Changes - Rise Wellness and Hiya are identified as key drivers of sales growth, with Rise expected to operate at approximately break-even in fiscal 2026 while supporting future growth [12] - The company is focusing on expanding its omni-channel reach and enhancing product innovation to drive sales momentum [8][9] Market Data and Key Metrics Changes - The company is diversifying its distribution channels to access a larger global base of health-conscious consumers, particularly through retail partnerships with major retailers like Target and Costco [24][33] - The core nutritional business is experiencing year-over-year sales declines but shows signs of stabilization [14] Company Strategy and Development Direction - The company aims to transition from a legacy Direct Selling business to a modern, science-driven nutritional products company [7] - Key strategic priorities include strengthening global brand positioning, enhancing customer experience, and improving operational efficiencies [6][8] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the evolving external environment and emphasizes the need for speed, focus, and precision in execution [6] - The company is committed to long-term strategic execution rather than short-term optimization, aiming to strengthen its foundation for future growth [8][14] Other Important Information - The effective income tax rate for fiscal 2026 is expected to range between 55% and 60%, influenced by geographic misalignment between revenue and costs [12] - The company plans to leverage technology modernization to improve customer experience and operational efficiencies [10][43] Q&A Session Summary Question: Can you walk us through the guidance for revenue and EPS? - Management discussed the potential for achieving the top end of guidance through improved macro conditions and specific brand performance [16][20] Question: What is the expected seasonality of the business? - Management indicated that seasonality is influenced by events like the Lunar New Year, with Q1 typically stronger due to promotional activities [33][35] Question: How much did the cost realignment impact headcount and what are the implications for gross margins? - Approximately 10% of the workforce was impacted, resulting in about $10 million in savings, with expectations for gross margins to be affected by the mix of different businesses [39][41] Question: What are the company's thoughts on integrating technology into consumer health management? - Management expressed interest in utilizing technology to personalize nutrition and enhance consumer engagement, emphasizing the importance of staying relevant in the market [50][52]

USANA Health Sciences (NYSE:USNA) Q4 2025 Earnings call February 18, 2026 11:00 AM ET Company ParticipantsAndrew Masuda - Director of Investor RelationsBrent Neidig - CCODoug Hekking - CFOIvan Feinseth - CIOKathryn Armstrong - CSOKevin Guest - Chairman and CEOWalter Noot - COOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity AnalystOperatorGreetings! Welcome to the USANA Health Sciences Fourth Quarter and Fiscal Year 2025 Earnings Call. At this time, all participants will be in listen-only mo ...

Financial Data and Key Metrics Changes - The consolidated net sales outlook for fiscal 2026 is projected to grow by 4% at the midpoint, reflecting confidence in the company's strategy and execution capabilities [8][10] - Inventory increased by $35 million or 48% to $107 million at the end of fiscal 2025, primarily driven by growth initiatives at Rise Wellness and Hiya [11] Business Line Data and Key Metrics Changes - Rise Wellness and Hiya are expected to drive sales growth, with Rise Wellness anticipated to operate at approximately break-even in fiscal 2026 while supporting future growth [12] - The company is focusing on expanding its omni-channel reach and enhancing product innovation to support these brands [8][9] Market Data and Key Metrics Changes - The company is diversifying its distribution channels to access a larger global base of health-conscious consumers, particularly through retail expansions in Target and Costco [24][25] - The company is also entering new markets, including Canada and the United Kingdom, for Hiya products [11][24] Company Strategy and Development Direction - The company aims to transition from a legacy Direct Selling business to a modern, science-driven nutritional products company [6] - Key strategic priorities include strengthening global brand positioning, enhancing customer experience, reinvigorating sales momentum, advancing product innovation, and improving operational efficiencies [6][7] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the evolving external environment but believes the company is well-positioned with strong fundamentals and growth opportunities [5][14] - The company emphasizes the importance of speed, focus, and precision in executing its strategic plans to drive sustainable growth [5][6] Other Important Information - The effective income tax rate for fiscal 2026 is expected to range between 55% and 60%, influenced by geographic misalignment between revenue and costs [12] - The company is committed to leveraging technology and AI to enhance customer interactions and improve operational efficiencies [44][45] Q&A Session Summary Question: Can you walk us through the guidance for revenue and EPS? - Management discussed the potential for revenue growth driven by Rise Wellness and Hiya, emphasizing the importance of achieving top-line growth to reach the upper end of EPS guidance [17][19] Question: What is the expected seasonality of the business? - Management indicated that seasonality is influenced by events like the Lunar New Year, with Q1 typically seeing stronger sales due to promotional activities [35][36] Question: How much did the cost realignment lower headcount and what are the implications for gross margins? - The cost realignment impacted about 10% of the workforce, resulting in approximately $10 million in savings, which will primarily affect SG&A rather than gross margins [40][41] Question: What are the company's thoughts on integrating technology into consumer health management? - Management expressed interest in utilizing technology to personalize nutrition and enhance consumer engagement, while ensuring scientific integrity in product offerings [52][54]

Management is evolving USANA from a legacy direct selling business into a modern science-driven nutritional products company through an omnichannel platform. Consolidated net sales growth of 4% at the midpoint for fiscal 2026 is primarily attributed to the expansion of venture brands Hiya and Rise Wellness. The core nutritional business is showing signs of stabilization despite year-over-year declines, with a focus on moving with greater speed and brand relevancy. Operational efficiency is being tar ...

USANA Health Sciences (USNA) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +46.34%. A quarter ago, it was expected that this nutritional supplement maker would post a loss of $0.15 per share when it actually produced a loss of $0.15, delivering no surprise.Over the last four quarters ...

Core Insights - Self-Renewal Day serves as a reminder for business leaders to reassess their strategies and personal development in the face of market disruptions and evolving leadership demands [1][2] - Kevin Guest, CEO of USANA Health Sciences, emphasizes that growth is a deliberate choice and that self-renewal is essential for sustained corporate success [2][3] Company Overview - USANA Health Sciences is a billion-dollar global nutritional company based in Salt Lake City, recognized for its commitment to health and wellness products [9][10] - The company has a strong focus on social wellness and clear communication to build trust with customers and brand partners across 25 countries [10] Leadership Principles - Guest outlines six steps for leaders to facilitate personal and professional renewal: 1. Conduct a Personal Audit to identify areas of complacency [6] 2. Reconnect to Core Values to guide decision-making [6] 3. Make One Courageous Decision to initiate meaningful change [6] 4. Prioritize High-Value Relationships to foster growth [6] 5. Commit to Positive Self-Talk to enhance leadership effectiveness [6] 6. Reframe Resilience to view setbacks as learning opportunities [7] Social Impact - Proceeds from Guest's book, "All the Right Reasons," support the USANA Foundation, which has provided over 112 million meals to hungry children [8]

Core Insights - USANA Health (USNA) is expanding its geographical presence by entering the Indian market in late 2023 and diversifying its product offerings through the acquisition of Hiya [1] Group 1: Company Expansion - USANA Health is a supplier of food supplements, including vitamins and antioxidant pills [1] - The company is making a strategic move into India, which is expected to enhance its market reach and growth potential [1] Group 2: Diversification Strategy - The acquisition of Hiya represents a significant step in USANA's diversification efforts, allowing the company to broaden its product portfolio [1]

USANA Health Sciences Conference Call Summary Company Overview - **Company**: USANA Health Sciences (NYSE: USNA) - **Industry**: Health and Wellness, Nutritional Supplements - **Focus**: Premium vitamins, supplements, and health products with a recent pivot towards mergers and acquisitions (M&A) to broaden customer base and channels [5][6][49] Key Points and Arguments Growth Projections - **2026 Growth**: Expected mid-single-digit growth, approaching $1 billion in revenue, with significant contributions from new acquisitions like Rise Wellness [6][49] - **Rise Wellness**: Acquired a protein bar company, projected revenue growth from $5 million in 2024 to $16 million in 2025, and an anticipated $65-$80 million in 2026 [8][10][11] Product Launches - **Protein Pop**: New product launched in March, quickly gaining traction in retail, including placements in Target and Costco [11][12][19] - **Target and Costco**: Major retail partners, with Protein Pop being featured prominently in stores [16][19] Market Strategy - **Channel Expansion**: Shift from direct-to-consumer (DTC) to larger retail accounts has been beneficial, allowing for rapid growth [15][19] - **Customer Demographics**: Targeting health-conscious consumers, particularly women, and those seeking clean protein options [32][35] HYA Acquisition - **HYA Performance**: Expected revenue of $132 million in 2025, with projections of $140-$155 million in 2026, focusing on retail channel expansion and international markets [37][38] Leadership Changes - **CEO Transition**: Kevin Guest returns as CEO to reinvigorate the direct selling business, following a leadership change aimed at addressing recent challenges [41][42] Direct Selling Business Challenges - **Market Awareness**: Emphasis on improving brand messaging and awareness to drive sales through independent business owners [42][43] - **Cost Management**: Plans for alignment and right-sizing to manage costs effectively while investing in critical areas [43][44] Capital Allocation - **Investment Focus**: Prioritizing investments in brands like Rise and HYA, with a focus on inventory and growth initiatives [49][51] - **Share Repurchase**: Considered as a method to return excess capital to shareholders if no immediate investment opportunities arise [51] Strategic Outlook - **Future Growth**: Aiming for a significant increase in revenue from non-direct selling channels, projected to reach low 20% of total revenue in the near future [56] - **Operational Synergies**: Leveraging infrastructure and expertise to enhance the performance of acquired companies [58][60] Additional Important Insights - **Consumer Trends**: Notable shift towards clean, simple ingredient products, with a focus on health and wellness [32][35] - **International Expansion**: Experience in international markets is a key advantage for scaling acquired brands [58][60] - **Brand Development**: Continuous focus on building and expanding brands beyond traditional direct selling methods [56][62] This summary encapsulates the key insights and strategic directions discussed during the USANA Health Sciences conference call, highlighting growth opportunities, product innovations, and market strategies.

Financial Performance - USANA Health Sciences, Inc. announced preliminary net sales for the fiscal year ended January 3, 2026[3] - The company provided initial net sales guidance for the fiscal year 2026[6] - The press release detailing these financial results was issued on January 12, 2026[6]