earnings
confidence high
sentiment negative
materiality 0.75
Medifast Q3 revenue down 36% to $89.4M; net loss $2.3M; coaches drop 35%
MEDIFAST INC
2025-Q3 EPS reported
-$0.05
revenue$310,692,000
- Revenue $89.4M vs $140.2M YoY; net loss $0.21 per diluted share vs $0.10 income.
- Active earning OPTAVIA coaches fell to 19,500 from 30,000, due to GLP-1 competition.
- Gross margin 69.5% vs 75.4% on fixed-cost de-leverage and $180 basis pts for product reformulation.
- Q4 2025 guidance: revenue $65M–$80M; diluted loss per share $0.70–$1.25.
- Cash & investments $173.5M; no debt.