Core Viewpoint - USANA Health Sciences (USNA) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on an upward trend in earnings estimates, which significantly influences stock prices [1][4]. Earnings Estimates and Stock Ratings - The Zacks rating system is primarily driven by changes in a company's earnings picture, with the Zacks Consensus Estimate tracking EPS estimates from sell-side analysts [2]. - The correlation between earnings estimate revisions and near-term stock price movements makes the Zacks rating system valuable for investors, as it provides a clearer picture than subjective Wall Street analyst ratings [3][7]. Institutional Investor Influence - Institutional investors play a role in the relationship between earnings estimates and stock prices, as they adjust their valuations based on these estimates, leading to significant stock transactions that affect price movements [5]. Business Improvement Indicators - Rising earnings estimates and the Zacks rating upgrade for USANA Health suggest an improvement in the company's underlying business, which could lead to increased stock prices as investors respond positively [6]. Earnings Estimate Revisions for USANA Health - For the fiscal year ending December 2025, USANA Health is expected to earn $2.61 per share, with no year-over-year change, but the Zacks Consensus Estimate has increased by 1.8% over the past three months [9]. Zacks Rank System Performance - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - The upgrade of USANA Health to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [11].

Core Insights - Value investing provides an opportunity to acquire overlooked stocks that are trading at low multiples, particularly using the price-to-book (P/B) ratio as a metric for identifying potential bargains with high-growth prospects [1][2] Understanding P/B Ratio - The P/B ratio is calculated as market capitalization divided by book value of equity, helping to identify low-priced stocks with high growth potential [2] - A P/B ratio of less than one indicates that a stock is undervalued, while a ratio greater than one suggests it may be overvalued [5][6] - The P/B ratio is particularly relevant for industries with tangible assets, such as finance and manufacturing, but may be misleading for companies with high R&D expenditures or significant debt [8] Screening Parameters - Stocks were screened based on several criteria, including a P/B ratio less than the industry median, a P/S ratio lower than the industry average, and a PEG ratio of less than 1, indicating undervaluation relative to growth prospects [11][12][13] - Additional criteria included a minimum current price of $5, an average 20-day trading volume of at least 100,000, and a Zacks Rank of 1 or 2, which indicates strong buy potential [14] Selected Stocks - Five stocks identified with low P/B ratios and strong projected EPS growth include: - **USANA Health Sciences (USNA)**: Projected 3-5 year EPS growth rate of 12.0%, Zacks Rank 2, Value Score A [15] - **CVS Health (CVS)**: Projected 3-5 year EPS growth rate of 11.4%, Zacks Rank 2, Value Score A [16] - **Pfizer (PFE)**: Projected 3-5 year EPS growth rate of 9.0%, Zacks Rank 2, Value Score A [17] - **StoneCo (STNE)**: Highest projected 3-5 year EPS growth rate at 26.3%, Zacks Rank 1, Value Score B [10][18] - **Paysafe Limited (PSFE)**: Projected 3-5 year EPS growth rate of 17.9%, Zacks Rank 2, Value Score A [19]

Group 1 - USANA President and CEO Jim Brown has been elected to the Board of Directors of the Direct Selling Association (DSA) for a three-year term [1] - Jim Brown has over 25 years of leadership experience, with 19 years at USANA in various roles [1] - The DSA has been a national trade association for direct selling companies for over a century, generating $36.7 billion in retail sales in 2023 [2] Group 2 - In 2023, 6.1 million entrepreneurs in the U.S. engaged in direct selling, providing a personalized buying experience for customers [2] - DSA CEO David Grimaldi expressed confidence in Jim Brown's impact on the board, highlighting his significant experience in the industry [3] - USANA has been recognized for its quality nutritional and lifestyle products for over 30 years [4]

Company Overview - USANA Health Sciences is a global leader in health and wellness products, emphasizing the importance of social wellness in building a successful business [8] - Since its founding in 1992, USANA has focused on clear communication to build trust with customers and distributors across 25 countries [8] Leadership Insights - Kevin Guest, Executive Chairman of USANA, encourages individuals and families to celebrate National Outdoors Month by engaging with nature, drawing from his personal experiences growing up in Montana [1][2] - Guest's book, "All the Right Reasons: 12 Timeless Principles for Living a Life in Harmony," highlights the transformative power of nature and its role in achieving physical, mental, and emotional well-being [2][6] Benefits of Nature - Physical Health Improvements: Engaging in outdoor activities enhances physical fitness, cardiovascular health, and energy levels [3] - Mental Well-Being Enhancement: Nature has been shown to alleviate anxiety and improve mood, acting as a healer that restores balance [4] - Stress Reduction: Time spent in green spaces lowers cortisol levels, aiding in stress management [4] - Creativity Boosts: The outdoors fosters imagination and innovation, providing a tranquil environment for inspiration [5] - Social Bonding Opportunities: Nature serves as a setting for strengthening relationships and building meaningful connections [5] Corporate Social Responsibility - Proceeds from Guest's book go towards feeding hungry children, with each purchase providing 40 meals [7]

Core Insights - USANA has released its fifth annual sustainability report, showcasing its commitment to sustainability in the areas of people, planet, and products since 2020 [2][3] Group 1: Sustainability Commitment - The company emphasizes that sustainability is a fundamental part of its mission to create the healthiest family on earth [2] - USANA's sustainability achievements include significant advancements in employee engagement, leadership diversity, and energy use [6] Group 2: Stakeholder Assessment - In 2020, USANA initiated a formal stakeholder assessment to evaluate its sustainability performance and identify key issues [3] Group 3: Achievements and Initiatives - Key achievements include 84% engagement in global employee surveys, 51% of leadership positions held by women, and 58% of energy use at its Salt Lake campus sourced from solar and renewable energy [6] - The company diverted 57% of operational waste from landfills and saved the equivalent of 300,319 supplement bottles worth of plastic in 2024 [6] - USANA provided 12.3 million meals through the USANA Foundation and employees completed over 2,690 volunteer hours [6] - The company launched seven new products and invested $11.6 million in research and development [6]

Core Insights - Kevin Guest, Executive Chairman of USANA Health Sciences, emphasizes the importance of living a life of purpose, harmony, and fulfillment, sharing strategies for success on Executive Coaching Day [1][2] Company Overview - USANA Health Sciences is a global leader in health and wellness products, founded in 1992, focusing on social wellness and clear communication to build trust with customers and distributors in 25 countries [6][7] Key Principles for Success - **Growth Mindset**: The belief that abilities and potential can be developed through effort and learning, encouraging individuals to push through fear of failure [6] - **Power of Collaboration**: Emphasizes the importance of working together towards shared goals, highlighting that collaboration amplifies individual strengths [6] - **Vision**: The necessity of having a clear vision to guide decisions and priorities, as exemplified by USANA's founder, Dr. Myron Wentz [6] - **Resilience**: The ability to adapt and recover from setbacks, encouraging individuals to reframe situations and launch into comebacks [6]

Core Insights - USANA Health Sciences, Inc. announced that its Celavive Postbiotic Rescue Serum won a Good Housekeeping 2025 Beauty Award, highlighting the product's recognition in the beauty industry [1][2] Group 1: Product Recognition - The Celavive Postbiotic Rescue Serum is recognized for its ability to visibly reset and balance stressed-out, blemish-prone skin, featuring a lightweight formula with microbiome-friendly postbiotics and soothing botanicals [2] - Brent Neidig, USANA's chief commercial officer, expressed excitement over the award, attributing it to the hard work of the product and R&D teams [2] Group 2: Company Overview - USANA has been providing quality nutritional and lifestyle products for over 30 years, including award-winning supplements and innovative skincare lines [3] - The company emphasizes trust and quality in its offerings, encouraging consumers to explore its products through its website [3]

INVESTOR OVERVIEW INVESTOR OVERVIEW NYSE: USNA Forward-Looking Statements. April 2025 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act. These forward-looking statements are based on current plans, expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. Words such as "expect," "enhance," "drive," "anticipate," "intend," "improve," "promote," "should," " ...

Financial Data and Key Metrics Changes - Consolidated net sales grew 12% year-over-year in constant currency, including the first full quarter of contribution from Hiya [7][8] - Active customers in the direct selling business grew modestly on a sequential basis for the second consecutive quarter [8] Business Line Data and Key Metrics Changes - The direct selling business saw sequential first quarter net sales and active customers in Mainland China grow 6% and 4%, respectively [8] - Hiya business continues to deliver robust results with strong growth in net sales and active monthly subscribers [12][13] Market Data and Key Metrics Changes - Consumer sentiment in key markets remains cautious, but there are pockets of strength observed [8] - Attendance at the China National Sales Meeting in Nanjing was strong, indicating positive engagement [10] Company Strategy and Development Direction - The company continues to execute an Associate first strategy, prioritizing associate engagement through leadership events [9] - Plans for new product launches are in place, with a focus on children's health and wellness [14][28] Management Comments on Operating Environment and Future Outlook - Management expressed uncertainty regarding potential trade policies and tariffs but has not reflected this in financial guidance [15] - The supply chain team has proactively built inventory to mitigate tariff exposure [15][39] Other Important Information - The company is exploring alternative sourcing relationships to address potential tariff impacts [15] - New product introductions are expected to accelerate in the second half of the year [49][50] Q&A Session Summary Question: Plans for additional incentives in China and South Korea - Management confirmed that promotional incentives are planned throughout the year to drive value for distributors and customers [22][23] Question: Update on Hiya's new product launches - New product launches are planned systematically throughout the year, with a significant launch expected in May [26][27] Question: Progress in India - India remains a promising market with high expectations, although growth is currently slow [35][36] Question: Impact of tariffs and inventory levels - The company has built up inventory for nutritional products, which is expected to mitigate tariff impacts [39][40] Question: New product reception in China - New products launched in China, including a chewable calcium product for children, received positive feedback [47][48] Question: Opportunities from the elimination of artificial ingredients - Management believes the company is well-positioned to capitalize on the trend towards more natural products [52][53]

Financial Data and Key Metrics Changes - Consolidated net sales grew 12% year over year in constant currency, including the first full quarter of contribution from Hyatt [6][9] - Active customers in direct selling increased significantly, with Mainland China seeing a sequential growth of 64% in both net sales and active customers [6][9] Business Line Data and Key Metrics Changes - The direct selling business remains on track to meet sales guidance, with successful product launches and promotions contributing to growth [8][9] - The newly acquired Hyatt business continues to deliver robust results, with strong growth in net sales and active monthly subscribers [9][10] Market Data and Key Metrics Changes - Strong attendance at the China National Sales Meeting in Nanjing, with 13,000 attendees, indicating positive momentum in the Chinese market [7][21] - The company is optimistic about the Indian market, which is still in a slow roll but has high expectations for future growth [29] Company Strategy and Development Direction - The company is focused on an "associate first" strategy, prioritizing associate engagement and holding leadership events to drive business [6][8] - Plans for new product launches are in place, with a focus on children's health and wellness, and the company is exploring additional channels for product distribution [23][40] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding potential trade policies and tariffs, noting that they have proactively built inventory to mitigate risks [11][13] - The company is confident in the continued growth of its business and is focused on maintaining operational synergies with Hyatt while not overwhelming their team [26][27] Other Important Information - The company has introduced new products in China, including a chewable calcium product for children, which received positive feedback [39][40] - The management team is actively working on multiple sourcing strategies to lessen the impact of tariffs and ensure supply chain stability [34][35] Q&A Session Summary Question: Plans for additional incentives in China and South Korea - Management confirmed that they are always evaluating promotional incentives and have plans for additional promotions throughout the year [20][21] Question: Timing and specifics of new product launches - New product launches are planned systematically throughout the year, with significant launches expected in May and during the international convention in August [22][40] Question: Update on synergy opportunities with Hyatt - Management is taking a measured approach to synergies, focusing on operational improvements without distracting Hyatt from its strategic goals [26][27] Question: Progress in the Indian market - The Indian market is still seen as promising, with ongoing efforts to increase growth momentum [29] Question: Impact of tariffs and inventory levels - The company has built up inventory for raw materials, particularly for nutritional products, to prepare for potential tariff impacts [32][33]