Advisors RBC Capital Markets, LLC is serving as financial advisor and Weil, Gotshal & Manges LLP are serving as legal advisors to Kroger. Ducera Partners, LLC is serving as financial advisor and Latham & Watkins, LLP are serving as legal advisors to iHerb. CINCINNATI, Jan. 9, 2026 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today announced the sale of its subsidiary, Vitacost.com, Inc., an eCommerce retailer of health and wellness products, to iHerb. The transaction closed on January 8. "As we shared earlier ...

PresentationWelcome to today's fireside chat with LifeVantage Corporation. I'm your host, Doug Lane, Managing Director and Consumer Analyst at Water Tower Research. Today, I'm joined by Steve Fife, President and CEO at LifeVantage; and Carl Aure, CFO. So welcome Steve and Carl.Douglas LaneWater Tower Research LLC LifeVantage is a world leader in using nutrigenomics to activate a healthy body mind and mood with science-backed products that include unique combinations of naturally occurring compounds. The com ...

Core Thesis - The bullish thesis on Sprouts Farmers Market, Inc. (SFM) highlights its strong fundamentals and growth potential despite recent stock price declines [1][6]. Company Overview - Sprouts Farmers Market, Inc., founded in 1943 and headquartered in Phoenix, Arizona, is a specialty food retailer focused on fresh, natural, and organic products, catering to health-conscious consumers [2]. - The company offers a wide range of perishable and non-perishable items, including produce, meat, seafood, deli, bakery, grocery, dairy, vitamins, supplements, frozen foods, and natural body care products [2]. Market Positioning - SFM's product offerings have only an 11% overlap with major chains like Walmart and Kroger, emphasizing attribute-driven products such as organic, vegan, plant-based, and non-GMO, which prioritize wellness over price competition [3]. - The customer base is characterized as affluent, environmentally conscious, and loyal to health-focused lifestyles, providing resilience even during economic downturns [3]. Financial Performance - In Q2 2025, SFM reported revenues of $2.2 billion, a 17.3% year-over-year increase, driven by perishable (+16.7%) and non-perishable (+18.3%) categories [4]. - Operating cash flow was reported at $111.2 million, and free cash flow was $32 million, reflecting ongoing investments in store expansion [4]. Growth Strategy - The company added 15 stores in the quarter, maintaining a long-term compound annual growth rate (CAGR) of 9.4% in store growth, bringing the total to 455 locations [5]. - Comparable store sales grew by 10.2%, with strong performance in e-commerce and Sprouts-branded products [5]. - Management plans to open 35 new stores in 2025 and anticipates further double-digit sales growth despite a normalizing slowdown in same-store sales [5]. Stock Performance - Despite solid fundamentals, SFM's stock has fallen over 36% in the past three months due to market concerns regarding slowing same-store growth, competition, and perceived consumer weakness [6]. - The current stock price around $105 is viewed as an attractive entry point, with potential opportunities to add on weakness toward $90 [6][7]. - SFM continues to generate strong free cash flow and shareholder returns through share buybacks, indicating a compelling risk-reward profile [7].

Core Insights - Dr. Kathryn Armstrong, Chief Scientific Officer of USANA, has been awarded the Women Tech Award by the Women Tech Council of Utah, highlighting her significant contributions to the technology sector [1][2][4] - The Women Tech Award aims to enhance the visibility of women in technology, celebrating those who inspire innovation and advancement within the industry [2][4] - This recognition reflects USANA's commitment to scientific innovation and empowering women in the workplace, reinforcing the company's dedication to health and wellness [4][6] Company Overview - USANA has been providing premium-quality nutrition and lifestyle products for over 30 years, including award-winning supplements and skincare products [6] - The company operates an FDA-registered facility, ensuring high standards in product manufacturing [6] - USANA is focused on empowering individuals to lead healthier lives through its innovative products and scientific advancements [6] Leadership and Team - Dr. Armstrong leads a team of over 150 professionals across various departments, including product development, regulatory affairs, and quality control [5] - She joined USANA in 2024, bringing 18 years of experience from globally recognized corporations, along with a strong academic background in Chemistry and Biochemistry [4][5]

Company Overview - PetMeds, founded in 1996, has over 11 million customers across the US[14] - PetMeds' strategic initiatives include pet telemedicine through Vetster[16] - The company's vision is for every pet to live a long, happy, healthy life, aiming to be the most trusted pet health expert[12] Financial Performance - In FY 2022, PetMeds' revenue was $273.4 million[17] - Net income for FY 2022 was $21.1 million[17] - Adjusted EBITDA for FY 2022 was $34.0 million[17] - AutoShip & Save subscriptions accounted for 42% of total revenue[17] Market Opportunity and Strategy - The total pet market in 2021 was $123 billion[22] - PetMeds is expanding into holistic health and wellness, including medication, care, wellness, and nutrition[18] - The company is pursuing growth through new customer acquisition, increased recurring subscription revenue, non-medication catalog expansion, and unique services[24]

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]

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 Viewpoint - Mobile-health Network Solutions (MNDR) intends to acquire Lifepack, a leading pharmacy and telehealth platform in Indonesia, to expand its presence in the high-growth Indonesian healthcare market [1][2][5]. Group 1: Acquisition Details - The acquisition of Lifepack is valued at up to US$7.2 million, contingent upon Lifepack achieving its revenue target for 2025 [5]. - The consideration will be satisfied through the issuance of up to 875,000 new MNDR Class A Ordinary Shares at an issue price of US$8 per share, along with a non-refundable cash payment of US$0.2 million [5][7]. - The US$8 per share issue price represents a substantial premium to MNDR's current share price of approximately US$1.42 as of April 29, 2025, indicating the perceived value of the acquisition [5]. Group 2: Strategic Importance - The acquisition aligns with Indonesia's primary care needs and complements MNDR's telehealth expertise, aiming to serve 280 million people across 17,000 islands [2][3]. - Lifepack's platform is compliant with BPOM regulations and is positioned to lead the Indonesian digital pharmacy market, enhancing healthcare access, especially in remote areas [4][3]. - The partnership aims to create a transformative online-to-offline (O2O) healthcare platform that addresses the unique needs of Indonesia's diverse population [3][4]. Group 3: Lifepack's Operations - Lifepack operates a hybrid model delivering BPOM-licensed prescription drugs, over-the-counter medications, supplements, and medical equipment through both online and offline channels [3][9]. - The platform offers consultations with healthcare professionals via its mobile app, website, and social media, supported by an expanding warehouse network [3][9]. - Lifepack focuses on chronic disease management and preventive care, addressing the growing demand for affordable medical services in Indonesia [3][4].