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Medifast (MED)
NYSE:MED
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.52Last Year’s EPS
-0.03Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mix of encouraging operational and strategic early signs (positive coach productivity inflection, stronger coach leadership metrics, clinical validation of the metabolic health positioning, meaningful cost reductions and a strong cash position) alongside significant near-term financial challenges (large YoY revenue decline, a ~41% drop in active earning coaches, compressed gross profit and an $18.1M net loss driven in part by a $12.1M deferred tax valuation allowance). Management provided full-year guidance and a path toward returning to profitability in late 2026, but the magnitude of recent declines and the ongoing market disruption from GLP-1 adoption imply substantial execution risk before recovery is evident in top-line results.Company Guidance
Coach Productivity Turned Positive
Revenue per active earning coach reached $4,664 in Q4 2025, a year-over-year increase of 6.2% (first YoY improvement in productivity since mid-2022). Management reported coach productivity up ~6% YoY in Q4 and noted this as an early leading indicator for future client acquisition and coach growth.
Improving Field Engagement and Leadership Metrics
Increased coach-led product and opportunity meetings with January activity significantly higher than prior year. A double-digit percentage of active earning coaches reached the Executive Director rank in Q4 (highest percentage since mid-2023) and retention of those coaches for the following two months was the highest since 2022.
Clinically Supported Metabolic Health Differentiation
Company emphasized scientific 'metabolic synchronization' platform. A 16-week clinical study showed a 14% reduction in visceral fat and 98% preservation of lean mass, supporting the company's repositioning around metabolic health and planned new product line.
Disciplined Cost Reductions and Restructuring
Q4 SG&A decreased 31.5% YoY to $59.9M driven by an $18.6M reduction in coach compensation, $5.8M lower company-led marketing spend and $4.2M from employee realignment. The company executed a restructuring with targeted future savings of over $30M incorporated into 2026 guidance.
Strong Balance Sheet
Ended the year with $167.3M in cash, cash equivalents and investment securities, no debt, and working capital of $158.7M as of December 31, 2025, providing financial flexibility during the transition and product development.
Reinstated Annual Guidance and Path to Profitability
Management reinstated full-year 2026 guidance: revenue of $270M to $300M and loss per share between $1.55 and $2.75. Company expects improvements to begin in Q4 2026 after the launch of the new product line and anticipates earnings improvement into 2027.
MED Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $10.80 | $10.71 | -0.83% |
Nov 03, 2025 | $11.88 | $11.98 | +0.84% |
Aug 04, 2025 | $13.51 | $13.07 | -3.26% |
Apr 28, 2025 | $12.58 | $12.50 | -0.64% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Medifast (MED) report earnings?
Medifast (MED) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is Medifast (MED) earnings time?
Medifast (MED) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MED EPS forecast?
MED EPS forecast for the fiscal quarter 2026 (Q1) is -0.52.