USNA
USANA Health SciencesDDocument history
Earnings documents stored for USNA.
Investor releaseQuarter not tagged2026-05-155 Revealing Analyst Questions From USANA’s Q1 Earnings Call
StockStory
5 Revealing Analyst Questions From USANA’s Q1 Earnings Call
USANA’s first quarter saw steady performance, with revenue flat year-over-year and a positive market reaction following results that surpassed Wall Street expectations. Management credited sequential improvements in their core nutritional business to active customer growth, particularly in China, and highlighted the impact of new product launches and investments in technology modernization. CEO Kevin Guest emphasized, “Our first quarter results reflect USANA’s continued and deliberate transformation from a single-channel direct sales business to a diversified omni-channel health and wellness platform.” Is now the time to buy USNA? Find out in our full research report (it’s free). Revenue: $250.2 million vs analyst estimates of $241 million (flat year on year, 3.8% beat) Adjusted EPS: $0.61 vs analyst estimates of $0.44 (38.6% beat) Adjusted EBITDA: $28.36 million vs analyst estimates of $22.23 million (11.3% margin, 27.6% beat) The company reconfirmed its revenue guidance for the full year of $962.5 million at the midpoint Management reiterated its full-year Adjusted EPS guidance of $2.12 at the midpoint EBITDA guidance for the full year is $105 million at the midpoint, above analyst estimates of $100.2 million Operating Margin: 5.5%, in line with the same quarter last year Market Capitalization: $321.7 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Anthony Chester Lebiedzinski (Sidoti & Company) asked about macro conditions in China and the potential impact of rising fuel prices from the Iran conflict. Chief Commercial Officer Brent L. Neidig responded that China’s consumer environment remains stable, with no material impact seen yet. Lebiedzinski (Sidoti & Company) sought more detail on the product innovation pipeline. Chief Science Officer Dr. Kathryn Armstrong confirmed over 20 products are in development, focused on women’s and children’s health, as well as leveraging channel learnings. Lebiedzinski (Sidoti & Company) inquired about HYA’s international expansion and Target launch. Neidig shared that Canadian results exceeded expectations, UK is in early stages, and Target is in rollout, with optimism f...
Investor releaseQuarter not tagged2026-05-07USANA (USNA) Q1 2026 Earnings Call Transcript
Motley Fool
USANA (USNA) Q1 2026 Earnings Call Transcript
Image source: The Motley Fool. Wednesday, May 6, 2026 at 11 a.m. ET Chief Executive Officer — Kevin Guest Chief Commercial Officer — Brent L. Neidig Chief Science Officer — Kathryn Armstrong Chief Operating Officer — Walter Noot Chief Financial Officer — G. Douglas Hekking Investor Relations/Moderator — Andrew Masuda Need a quote from a Motley Fool analyst? Email [email protected] Kevin Guest: Thank you, Andrew, and good morning, everyone. Our first quarter results reflect USANA Health Sciences, Inc.'s continued and deliberate transformation from a single-channel direct sales business to a diversified omni-channel health and wellness platform. That evolution is the defining story of this company right now, and the progress we are making across our three business segments reinforces our confidence that this strategy will deliver sustained, compounding value over time. In our core nutritional business, we saw sequential improvement in Q1. Net sales of $204 million grew 7% sequentially, driven by active customer growth, particularly in our China market, which benefited from customer acquisition activity around the Lunar New Year. The sequential improvement is encouraging and consistent with our view that the actions we are taking to stabilize the business are beginning to take hold. These actions are organized around three clear priorities. First, we are advancing the rollout of our enhanced brand partner compensation plan, which is designed to strengthen the business opportunity and improve the productivity and retention of our distributor network. Second, we are accelerating new product launches, bringing a robust pipeline of new and upgraded formulations to market. And third, we are accelerating our technology initiatives to modernize our core systems and fundamentally improve how customers experience our brands while driving future cost efficiencies across our IT infrastructure. Taken together, we remain confident that these initiatives will continue to stabilize active customer accounts and position the core nutritional business for a return to sustainable growth. Turning to our omni-channel brands, HYA and Rise Wellness, they are expanding the aperture of what USANA Health Sciences, Inc. can be, reaching consumers in new channels and through innovative formats. HYA generated $32 million in net sales in the first quarter, with active monthly subscribers of 186 t...
Investor releaseQuarter not tagged2026-05-06USANA Health Sciences Reports First Quarter 2026 Results
Business Wire
USANA Health Sciences Reports First Quarter 2026 Results
Company Continues to Make Significant Progress on Transformation to Becoming a Leading Omnichannel Health and Wellness Platform SALT LAKE CITY, May 05, 2026--(BUSINESS WIRE)--USANA Health Sciences, Inc. (NYSE: USNA) today announced financial results for its fiscal first quarter ended April 4, 2026. Key Financial Results First Quarter 2026 vs. First Quarter 2025 Net sales of $250 million versus $250 million. Net earnings of $7.5 million versus $9.4 million. Diluted EPS of $0.41 as compared with $0.49. Adjusted diluted EPS(1) of $0.61 as compared with $0.73. Adjusted EBITDA(2) of $28.4 million versus $29.8 million. Core Nutritional Active Customers of 404,000 versus 459,000. Hiya Active Monthly Subscribers of 186,000 versus 224,000. Company reiterates fiscal 2026 guidance. Q1 2026 Consolidated Performance "Our first quarter 2026 results reflect USANA’s continued evolution from a single-channel direct sales business to a diversified, omnichannel health and wellness enterprise," said Kevin Guest, Chairman and Chief Executive Officer. "Our omnichannel platform is intended to provide multiple growth engines, and early progress across our three segments reinforces confidence that our strategy will deliver sustained incremental value over time. The Core Nutritional business delivered solid sequential improvement during the quarter, driven by growth in total active customers in China in addition to continued focus on accelerating our new product launch initiatives. Meanwhile, Hiya established the operational foundation for a meaningfully stronger second half of the year and Rise Wellness generated triple-digit growth as Protein Pop hit Costco shelves nationwide. "As we look ahead, the investments we are making today in product innovation, brand building, channel expansion, and technology modernization reinforce confidence in our strategic direction. These investments position us to compete effectively across the full spectrum of health-conscious consumer shopping preferences. We are committed to advancing our omnichannel strategy with urgency and discipline." Q1 2026 Segment Results Core Nutritional Hiya Health Rise Wellness Balance Sheet The Company ended the quarter with $163 million in cash and cash equivalents and $14 million of debt. As of April 4, 2026, inventory totaled $99 million, a decrease of approximately $8 million, or -7% compared to balances at year-en...
Investor releaseQuarter not tagged2026-05-06USANA Health Sciences, Inc. Q1 2026 Earnings Call Summary
Moby
USANA Health Sciences, Inc. Q1 2026 Earnings Call Summary
The company is undergoing a deliberate transformation from a single-channel direct sales model to a diversified omni-channel health and wellness platform. Core nutritional business growth of 7% sequentially was primarily driven by customer acquisition activity in China surrounding the Lunar New Year. Management is prioritizing a three-pillar strategy: enhancing brand partner compensation, accelerating the product launch pipeline, and modernizing technology infrastructure. The Rise Wellness segment achieved a 143% sequential sales increase, largely attributed to the rapid national launch of Protein Pop Plus in Costco. HYA's performance was impacted by elevated customer acquisition costs resulting from disruptions in the Meta advertising environment that began in 2025. Strategic insourcing of HYA manufacturing and packaging is expected to generate incremental margin efficiencies starting in 2026. Full-year 2026 net sales guidance is reaffirmed at $925 million to $1 billion, with omni-channel sales expected to exceed 20% of the total mix. HYA net sales are projected between $140 million and $155 million for the full year, supported by recent entries into Canada, the UK, and Target retail locations. Technology modernization initiatives will be funded through a combination of repurposed existing resources and operational efficiency savings. The company plans to expand Protein Pop distribution to nine additional major U.S. retailers throughout the second and third quarters of 2026. Management expects the rollout of an enhanced brand partner compensation plan to improve long-term productivity and retention within the distributor network. HYA established its first international direct-to-consumer presence with launches in Canada (January) and the United Kingdom (March). The company successfully transitioned HYA to a new ERP system and 3PL provider within a year of acquisition to improve operational scalability. Inventory and cash flow in Q1 were significantly impacted by the build-up of stock required for the national Costco launch. Management noted potential uncertainty regarding global fuel prices following the Iran conflict, though no material impact has been observed in China to date. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management stated the China...
Investor releaseQuarter not tagged2026-05-06USANA Health Sciences (USNA) Q1 Earnings and Revenues Surpass Estimates
Zacks
USANA Health Sciences (USNA) Q1 Earnings and Revenues Surpass Estimates
USANA Health Sciences (USNA) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +38.64%. A quarter ago, it was expected that this nutritional supplement maker would post earnings of $0.41 per share when it actually produced earnings of $0.6, delivering a surprise of +46.34%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. USANA Health, which belongs to the Zacks Medical - Drugs industry, posted revenues of $250.22 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.83%. This compares to year-ago revenues of $249.54 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. USANA Health shares have lost about 5.5% since the beginning of the year versus the S&P 500's gain of 5.2%. While USANA Health has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for USANA Health was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today...
Investor releaseQuarter not tagged2026-05-06USANA Health: Q1 Earnings Snapshot
Associated Press
USANA Health: Q1 Earnings Snapshot
SALT LAKE CITY (AP) — SALT LAKE CITY (AP) — USANA Health Sciences Inc. (USNA) on Tuesday reported profit of $7.5 million in its first quarter. On a per-share basis, the Salt Lake City-based company said it had net income of 41 cents. Earnings, adjusted for one-time gains and costs, were 61 cents per share. The nutritional supplement maker posted revenue of $250.2 million in the period. USANA Health expects full-year earnings in the range of $1.95 to $2.29 per share, with revenue in the range of $925 million to $1 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on USNA at https://www.zacks.com/ap/USNA
TranscriptFY2026 Q12026-05-06FY2026 Q1 earnings call transcript
Earnings source - 60 paragraphs
FY2026 Q1 earnings call transcript
Greetings, and welcome to the USANA Health Sciences 1st quarter 2026 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to your host, Andrew Masuda. Please go ahead, sir.
Thank you, Carrie, good morning, everyone. We appreciate you joining us to review our first quarter results. Today's conference call is being broadcast live via webcast and can be accessed directly from our website at ir.usana.com. Shortly following the call, a replay will be available on our website. As a reminder, during the course of this conference call, management will make forward-looking statements regarding future events or the future financial performance of our company. Those statements involve risks and uncertainties that could cause actual results to differ, perhaps materially, from the results projected in such forward-looking statements. Examples of these statements include those regarding our strategies and outlook for fiscal year 2026, uncertainty related to the economic and operating environment around the world, and our operations and financial results.
We caution you that these statements should be considered in conjunction with disclosures, including specific risk factors and financial data contained in our most recent filings with the SEC. I'm joined by our Chairman and Chief Executive Officer, Kevin Guest, our Chief Financial Officer, Doug Hekking, our Chief Commercial Officer, Brent Neidig, our Chief Operating Officer, Walter Noot, as well as other executives. Yesterday, after the market closed, we announced our first quarter results and posted our management commentary document on the company's website. We'll now hear brief remarks from Kevin before opening the call for questions.
Thank you, Andrew, good morning, everyone. Our first quarter results reflect USANA's continued and deliberate transformation from a single channel direct sales business to a diversified omnichannel health and wellness platform. That evolution is the defining story of this company right now, and the progress we are making across our three business segments reinforces our confidence that this strategy will deliver sustained compounding value over time. In our core nutritional business, we saw sequential improvement in Q1. Net sales of $204 million grew 7% sequentially, driven by active customer growth, particularly in our China market, which benefited from customer acquisition activity around the Lunar New Year. The sequential improvement is encouraging and consistent with our view that the actions we are taking to stabilize the business are beginning to take hold. These actions are organized around three clear priorities.
First, we are advancing the rollout of our enhanced Brand Partner compensation plan, which is designed to strengthen the business opportunity and improve the productivity and retention of our distributor network. Second, we are accelerating new product launches, bringing a robust pipeline of new and upgraded formulations to market. Third, we are accelerating our technology initiatives to modernize our core systems and fundamentally improve how customers experience our brands while driving future cost efficiencies across our IT infrastructure. Taken together, we remain confident that these initiatives will continue to stabilize active customer accounts and position the core nutritional business we are returning to sustainable growth. Turning to our omnichannel brands, Hiya and Rise Wellness, they are expanding the aperture of what USANA can be, reaching consumers and new channels and through innovative formats.
Hiya generated $32 million in net sales in the first quarter, with active monthly subscribers of 186,000, reflecting modest sequential improvement from Q4. The business has been navigating a period of elevated customer acquisition costs stemming from disruptions in the Meta-advertising environment beginning in the third quarter of 2025. The Hiya team is deploying the resources and capabilities needed to re-accelerate subscriber growth, and we expect the second half of 2026 to reflect stronger performance. Several important milestones position Hiya well for that recovery. The brand launched in Canada in January and in the United Kingdom in March, establishing its first international direct-to-consumer markets. Hiya also expanded into retail and products are now available at Target, representing the brand's first partner in brick-to-mortar retail. Lastly, I want to point out how we are leveraging USANA's assets to accelerate growth and improve margins.
Since the acquisition a little over a year ago, we have implemented a new ERP system, transitioned 3PLs, leveraged our R&D team to develop new products, leveraged our market expansion team to expand internationally, and brought manufacturing and packaging of Hiya products in-house. A strategic shift that we expect will generate incremental margin efficiencies beginning in the back half of 2026. We continue to project full year 2026 net sales of $140 million-$155 million for Hiya. Rise Wellness delivered $14 million in net sales for the first quarter, more than 8 times the prior year's first quarter which is 143% sequential increase. This performance was driven by the national launch of Protein Pop Plus into Costco.
Protein Pop's journey from concept to national shelf placement in a matter of months is compelling proof of this team's ability to capitalize on speed and execution. While this market has proven to be a competitive and evolving marketplace, Protein Pop has gained meaningful share in the market and emerged as a leading brand that we expect to see on shelves across many more retailers in the coming months and years. Rise Bar also continues to benefit from the retail distribution relationships established last year. As with Hiya, we have been able to leverage our significant assets and expertise to benefit the 2 Rise Wellness brands. We are manufacturing Rise Bars on USANA's high-speed, high-tech bar line. Our world-class operations team is managing inventory and demand and planning for both Rise and Protein Pop to create efficiencies.
Lastly, our R&D team is reformulating existing products and developing future products for these brands to ensure our customers have an excellent experience while also receiving the best nutritional products possible. We are pleased with the market reception and remain confident in the long-term potential of this segment. We are reaffirming our full year 2026 guidance across all metrics, projecting consolidated net sales of $925 million-$1 billion. Omnichannel net sales are on track to represent more than 20% of the total net sales this year, up from 16% in 2025 and approximately 1% just 2 years ago. That trajectory speaks to how quickly our omnichannel platform is taking shape.
Please note that our guidance includes an incremental but modest investment for our Technology Modernization Initiatives, which we are funding primarily through a repurposing of existing resources as well as savings generated from operational efficiencies and the initiatives which underscore our commitment to innovate without sacrificing fiscal discipline. Let me close by putting this quarter in context. We came into 2026 with a clear strategy. Stabilize the core nutritional business, scale our omnichannel brands, and modernize the platform that ties it all together. The first quarter showed progress on all 3 fronts. Active customers in the core business grew sequentially. Hiya reached new markets and a new retail channel. Rise Wellness delivered a strong launch in the quarter at Costco and Target, and we have formalized technology investment plans that will improve how we operate and how consumers experience our brand. None of this happens overnight.
We are committed to making impactful investments that generate robust returns. Our balance sheet is strong, our people are aligned, and our strategy is clear. We have solid, three solid segments, an evolving omnichannel platform, and a mission that resonates with health-conscious consumers around the world. We remain committed to executing with focus and delivering sustainable long-term value for our shareholders. With that, I will now turn the call back over to the operator for Q&A.
Thank you. We will now be conducting a question-and-answer session. If you would like to ask a question, please press star one on your telephone keypad. A confirmation tone will indicate your line is in the question queue. You may press star two if you would like to remove your question from the queue. For participants using speaker equipment, it may be necessary to pick up your handset before pressing the star keys. Again, that is star 1 if you would like to ask a question. Our first question will come from Anthony Lebiedzinski with Sidoti & Company.
Good morning, everyone, thank you for taking the questions. Yeah, it's really nice to see the better than expected results. Specifically, I wanted to start with China, actually. You know, saw some improvement there in Q1, which is good to see. Just wondering if you've seen any notable changes from a macro perspective in China or maybe elsewhere as it relates to increased fuel prices since the Iran conflict started. Just, you know, wondering what you've seen to just from a broader consumer perspective as it relates to higher fuel prices.
Yeah, Brent, I'd like you to respond to that. He's our Chief Commercial Officer. Brent?
Yeah, Anthony, good morning. It's good to hear from you.
Likewise.
As of this point, we haven't. I'd say the macro environment in China is pretty stable relative to the rest of the globe. They've been somewhat insulated from different inflationary pressures that the rest of the markets have been under. I think it still is a little too early to tell in terms of the Iran conflict and what we might see with fuel prices there. Everything that we've seen and that I'm hearing from our Brand Partners there and from our leadership there is that there's no material impact as of yet.
That's good to hear. As it relates to the core nutritional business, you talked about accelerating product development and also as far as the timelines are concerned for that. Can you share any more specifics as far as maybe like the number of new products that are in the pipeline, or anything else that you can share as to what you or what you have coming up as far as new product development?
Yeah, Anthony, we have our Chief Scientific Officer, Dr. Kathryn Armstrong here. Kathryn, will you go ahead and handle that question?
Yeah. Hi, Anthony. Good to talk with you.
Good morning.
You know, for us, a lot of the focus has been on how we better leverage our skill sets internally and externally across all of the different product formats that we now offer, against the expanded brand portfolio. When we talk about the number of products under development, you know, obviously there are products for development in all of our sections, as well as in our team in China. It's certainly over 20, I wouldn't go into specifics on launch dates and in which categories they fall under, but we have a plethora of products we're developing for all of the brands and for all of the markets.
The focus for us is really on how do we help more people ingest the products that we are making across the brands and how do we leverage things we've learned in our different channels that appeal to different types of consumers or to different types of use occasions. How do you expand each of the channels to allow for more of those consumers to engage across those channels. For example, you can expect to see us bring in things to our direct sales channel that are aligned with key insights we've had around how consumers are evolving their experience desires for product usage, and really pulling those learnings together to make sure we have products in each of the channels that are appealing to the right consumers to meet them where they are on their health journey.
Hey, Anthony, this is Kevin. Just to jump in, and I'm gonna ask Walter to comment on this as well. To your point and what Kathryn just alluded to, one of the things that I've been very optimistic about is how we're leveraging the expertise and knowledge base from other sales channels into our core business and the learnings that we're gaining from that from a direct-to-consumer approach and how that helps lend itself in other categories. Walter, just again, to Anthony's point about just our product strategy overall as it relates to the omnichannel and how that's affecting each other. Be curious to hear your thoughts on that.
Yeah, I mean, cross-platform. I mean, I think what it's done is it's, you know, we've been traditionally, we've been a direct sales business and it's an international business. With the rapid growth we've had with retail, for instance, with Protein Pop launching that new product recently, we've just seen how quickly trends change. Right now, there's obviously some really big trends around weight loss and using protein to be able to supplement that weight loss. That's been a really big benefit. We've seen that we've been able to leverage that and use product development and the teams we've got to be able to help us to design and develop new products for the direct sales channel.
I think you're gonna see some of the things that we do in retail and direct-to-consumer, you'll see those bleed over into the direct sales channel.
That sounds, you know, like you certainly are leveraging all your assets, which sounds promising. Now, just switching gears to Hiya. You know, definitely, it was good to see sequential uptick in sales. Though, you know, the SG&A was higher than the fourth quarter, and higher than last year. Is that just seasonality of the business as far as marketing costs, or is there anything else that's impacting the SG&A?
Yeah. Anthony, this is Doug. As Kevin alluded to and Walter kind of contributed as well, Hiya is diversifying within its own channel, and it had the initial foray into retail towards the latter part of the quarter and also entered both Canada and the U.K. Those things consume some operational resources as well. The other aspect that you see is kind of this Meta algorithm that we've talked about a few times. The cost of acquiring a customer in that short term was definitely present there on a year-over-year comparison.
Mm-hmm. Can you give us an update as to how Hiya is doing so far in Canada, the U.K., and selling at Target?
Canada, for Canada, I think we've put some targets in place and we've exceeded those targets in Canada, and I think that's only because I think a lot of people in Canada have probably seen Hiya. They understand the brand. It kind of bleeds over. With the U.K., it's a new market for us. It's, it's brand new territory. We're using Meta also in advertising there. I would say it's very new for us. I mean, we've been out about a month, probably about little bit, maybe a month, maybe five weeks. I would say again, it's very slow start for us because it's a new market, but we have very high hopes for the U.K.
I mean, we went across the world and looked at what the best markets are for the Hiya products, and we believe that with the DTC appetite in the U.K. and with the competitive landscape there, we think Hiya is gonna do really well. As far as Target goes, Target's really been. I think it's been two weeks, maybe a little more than two weeks that it's been on shelf. About a week ago, many of the Targets, I would say, most of the Targets have put end caps in place with Hiya products. We went live with Target, then we put end caps in place. We're gonna see. We really don't know. I think in the next few weeks, we'll have much better idea.
The placement in the store, the amount of attention that Target has given us gives us high hopes, and that's why we've kept our guidance in place.
Yeah, I would say, Anthony, that things are going according to plan. As we kind of step into this area, it's even maybe expanded into Amazon a little bit more than we have in the past, things are going according to plan. We expect it to be kind of a build as we go on here, and we're very early stage. The other thing that Walter and the biz dev team has worked with the Hiya team on, and what they communicate, is the diversification with their own advertising and consumer spend of different ways to reach the consumer and being a little bit more insulated relative to being too, you know, committed to just one channel for advertising. They've always been diversified, but they've continued to work on that aspect as well.
Mm-hmm. Okay, just switching gears to Rise. You spoke highly of your relationship with Costco. Just curious, you know, after the initial sell into Costco, have you seen reorder activity from them? As far as any other retailers, have you seen new order placements?
We are seeing reorder placements on a weekly basis with Costco, we are selling through. Obviously, we've had to If you look at our balance sheet, we've used up a lot of cash for. A lot of that was building up Costco inventory, and we're selling through that to Costco. That's going on. I would say it's still, you know, with any retailer, you know, Target has been in place for a while. We've had Target in place, I think, since September of last year or August to September, something like that. Target has been very consistent for us, and we know the cadence, and we know what that business looks like. I think Costco is still we've gone through multiple iterations.
We had a discount for a couple of weeks that we agreed to upfront with Costco, and that gave us a lot of sell-through. You kind of see a little bit of up and down as you go through that process. I wouldn't say we know exactly how that's gonna go in the long term, but we have a lot of conversations with them about new products that we're gonna put out, different types of Protein Pop products that they're interested in. I think that, I mean, at least the relationship is really good, and I think the opportunity continues.
Mm-hmm. Okay. Just quickly to follow up, as far as other retailers, will you be selling to others in this quarter or in the second half of the year?
Yes. We have already agreed. We have nine more retailers, major retailers that we've set up for this year. Some will be in second quarter and some in third quarter, major retailers in the U.S., and Protein Pop will continue to expand. We are in 500 Walmart stores already, and that's been good. The Walmart buyers like us, and they feel like that's a good product for them. We hope to expand that, but we are gonna be adding more retailers throughout the U.S. Yes.
Okay. Sounds good. Well, thank you very much and best of luck.
Thank you.
Thanks, Anthony.
Our next question will come from Ivan Feinseth with Tigress Financial Partners.
Congratulations on the great results and the success with Hiya and Rise.
Thank you.
Can you give me some insight into your R&D initiatives and where you see some new growth opportunities going forward?
Yeah.
Hi, Ivan. It's good to talk with you again. This is Kathryn. You know, our focus continues to really deepen into women's health and children's health and looking across our brands and the integration of Oola into our direct sales brand. I think that's a very logical place for us to be across all of the channels we're in. You can expect to see us continuing to push further into the real science behind women's health and children's health. We've done a lot of investment in terms of true research and working on clinical research to really understand how we can more meaningfully impact the health for both of those sort of segments of the population.
We also have a strong focus, you know, obviously our direct sales business is essential to us, and we have a strong focus on how we can ensure that that product pipeline is both continually updated as well as streamlined to help people navigate it more efficiently and really get the health benefits that they're seeking, in order to sort of achieve what they're looking for. I would say those are our big focus areas right now, Ivan, so women's, kids, and then ensuring that our core product line is updated and streamlined to enable consumer efficiency.
How about additional focus on gut health, which, you know, seems to be like the major focus, the you know, driving of overall health? Also any updates or insight to, you know, products in your active nutrition category?
When we think about gut health, it impacts, you know, all segments of humanity. You know, women have some unique gut health topics that need to be addressed. You know, people tend to think about gut health still in our less developed, microbiome-focused markets in terms of just digestion and obviously the expansion into all possible health benefits beyond digestion and immunity. For women, you'll see us putting a focus there on what does that look like for women in all of the various aspects of what addressing gut health can do for them holistically, physiologically. Obviously for children, we have probiotic lines and fiber lines, and those will continue to expand and continue to be leveraged as appropriate across our channels.
Active nutrition, you know, we are hearing, as there was a reference earlier, a lot of focus on protein and how to help consumers consume protein in ways that are more aligned with their needs and their desired consumption profiles. You can expect to see more products in those categories as well, coming to market to really ensure that people are being supported both on their weight loss journeys as well as on their health and sort of muscle building journeys.
Ivan, this-
Congratulations. Oh, I'm sorry.
This is Brent here. Just to add a little bit more color in terms of the active nutrition. In first quarter of this year, we relaunched new active nutrition shakes, so weight management, weight loss shakes in China. We made an investment into manufacturing equipment, filling equipment in that facility so that we could do it in-house and do it ourselves, and we upgraded our formulas. That was launched in Q1 with a lot of excitement from our Brand Partners, and we have a really strong weight management campaign that's currently running there. It's still a big focus for us, and we'll continue to invest in that area.
All right. Thanks, and congratulations again. Good luck for a big 2026.
Thanks, Ivan.
Thanks, Ivan.
This now concludes our question and answer session. I would like to turn the floor back over to Andrew Masuda for closing comments.
Thanks for your questions and participation on today's conference call. If you have any remaining questions, please feel free to contact investor relations at 801-954-7210.
Ladies and gentlemen, thank you for your participation. This does conclude today's teleconference. You may disconnect your lines and have a wonderful day.
Investor releaseQuarter not tagged2026-05-05USANA (USNA) Q1 Earnings: What To Expect
StockStory
USANA (USNA) Q1 Earnings: What To Expect
Health and wellness products company USANA Health Sciences (NYSE:USNA) will be reporting results this Tuesday after market close. Here’s what to look for. USANA met analysts’ revenue expectations last quarter, reporting revenues of $226.2 million, up 5.9% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS and EBITDA estimates. Is USANA a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting USANA’s revenue to decline 3.4% year on year, a reversal from the 9.5% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. USANA has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at USANA’s peers in the consumer staples segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Estée Lauder delivered year-on-year revenue growth of 4.6%, meeting analysts’ expectations, and Vita Coco reported revenues up 37.3%, topping estimates by 20.5%. Vita Coco traded up 27.8% following the results. Read our full analysis of Estée Lauder’s results here and Vita Coco’s results here. There has been positive sentiment among investors in the consumer staples segment, with share prices up 2.8% on average over the last month. USANA is up 10.2% during the same time and is heading into earnings with an average analyst price target of $39 (compared to the current share price of $19.32). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
Investor releaseQuarter not tagged2026-04-15USANA Schedules First Quarter 2026 Earnings Release and Conference Call
Business Wire
USANA Schedules First Quarter 2026 Earnings Release and Conference Call
SALT LAKE CITY, April 15, 2026--(BUSINESS WIRE)--USANA Health Sciences, Inc. (NYSE:USNA) today announced that first quarter 2026 results will be released after the close of market on Tuesday, May 5, 2026. Shortly following the issuance of the Company’s earnings release, the Company will post its Management Commentary document on the Company’s Investor Relations website (http://ir.usana.com) under the News/Events section. USANA will hold a conference call to discuss this announcement with analysts and institutional investors the following morning, Wednesday, May 6, 2026 at 11:00 a.m. Eastern Time. The call will be broadcast over the Internet and can be accessed at http://ir.usana.com. About USANA USANA develops and manufactures high-quality nutritional supplements, functional foods and personal care products that are sold directly to Brand Partners and Preferred Customers across 25 global markets. More information on USANA can be found at www.usana.com. USANA also owns a 78.8% controlling ownership stake in Hiya Health Products, a children's health and wellness company and a 100% interest in Rise Wellness. Hiya and Rise Wellness offer a variety of clean-label health products. More information on Hiya can be found at www.hiyahealth.com. More information on Rise Wellness can be found on www.risebar.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260415942776/en/ Contacts Investor contact: Andrew Masuda Investor Relations (801) 954-7201 [email protected]
Investor releaseQuarter not tagged2026-02-27Pacira BioSciences Q4 Earnings and Revenues Miss Estimates, Stock Down
Zacks
Pacira BioSciences Q4 Earnings and Revenues Miss Estimates, Stock Down
Pacira BioSciences PCRX reported fourth-quarter 2025 adjusted earnings of 57 cents per share, which missed the Zacks Consensus Estimate of 85 cents, on account of lower-than-expected product revenues and heightened operating expenses. The company had reported adjusted earnings of 91 cents per share in the year-ago quarter. Total revenues amounted to $196.9 million, which increased 5% year over year. The reported figure missed the Zacks Consensus Estimate of $199 million. The investors were disappointed by the poor performance, following which the stock declined 5.7% during the after-market hours on Thursday. Pacira BioSciences’ top line comprises product sales and royalty revenues. The company recognizes product revenues from the sales of its three marketed drugs — Exparel, Zilretta and iovera. Exparel’s net product sales were $155.8 million, which increased 5% from the year-ago quarter’s figure, driven by a volume growth of approximately 7%, which was partially offset by a shift in vial mix and price discounts. The reported figure beat the Zacks Consensus Estimate of $154.6 million. Exparel (bupivacaine liposome injectable suspension) is indicated in patients aged six years and older for single-dose infiltration to produce postsurgical local analgesia. It is also indicated for regional analgesia in adults via an interscalene brachial plexus nerve block, sciatic nerve block in the popliteal fossa and femoral nerve block in the adductor canal. Zilretta net product sales came in at $33 million, which was relatively flat year over year. The reported figure missed the Zacks Consensus Estimate of $34.4 million. In the past six months, shares of Pacira BioSciences have lost 16.4% against the industry’s 23.1% growth. Image Source: Zacks Investment Research Net product sales of iovera were $7 million, up 8% from the year-ago quarter. The figure marginally missed the Zacks Consensus Estimate of $7.3 million. Pacira BioSciences generated revenues of $1.1 million from the sales of bupivacaine liposome injectable suspension to third-party licenses in the fourth quarter compared to none in the year-ago period. The company did not record any royalty revenues in the reported quarter or the year-ago quarter. Research and development (R&D) expenses (excluding stock-based compensation and key employee holdback) came in at $34.4 million, up 56% from the year-ago quarter. The m...
Investor releaseQuarter not tagged2026-02-26Catalyst Pharmaceuticals Q4 Earnings Beat, Firdapse Revenues Rise Y/Y
Zacks
Catalyst Pharmaceuticals Q4 Earnings Beat, Firdapse Revenues Rise Y/Y
Catalyst Pharmaceuticals CPRX reported adjusted earnings of 68 cents per share for the fourth quarter of 2025, beating the Zacks Consensus Estimate of 42 cents. The company had recorded adjusted earnings of 70 cents in the year-ago quarter. Total revenues, the majority of which comprised product revenues, amounted to $152.6 million in the reported quarter, representing growth of 8% year over year. The recorded figure also surpassed the Zacks Consensus Estimate of $140 million. Catalyst Pharmaceuticals’ top line primarily comprised revenues from the sale of Firdapse, the first approved drug for the treatment of Lambert-Eaton myasthenic syndrome (LEMS) and the epilepsy drug Fycompa (perampanel) CIII. Revenues generated from the sale of the newly launched muscle disease drug, Agamree (vamorolone), also contributed to the top line. Firdapse generated sales worth $97.6 million in the reported quarter, up 18% year over year, driven by organic sales growth. The reported figure beat the Zacks Consensus Estimate of $96.4 million as well as our estimate of $95.8 million. The drug has been witnessing strong demand, increasing prescription rates from LEMS patients and continued diagnosis of new LEMS patients. In 2023, Catalyst Pharmaceuticals acquired exclusive rights to manufacture and supply Agamree from Santhera Pharmaceuticals through a licensing agreement. In late 2023, the FDA approved Agamree for treating Duchenne Muscular Dystrophy in patients aged two years and older, which gave the company a third approved product. The drug was commercially launched in the United States in the middle of March 2024. In the reported quarter, Agamree generated revenues worth $35.3 million, up 68% year over year. The reported figure beat the Zacks Consensus Estimate of $31.3 million and our estimate of $33 million. In the past six months, shares of CPRX have gained 23.1% against the industry’s 1.1% decline. Image Source: Zacks Investment Research In 2023, Catalyst Pharmaceuticals acquired the U.S. rights for Fycompa (perampanel) CIII from Eisai Co., Ltd. This acquisition diversified the company’s portfolio by adding a commercial-stage epilepsy asset. Catalyst Pharmaceuticals started recording sales of Fycompa in 2023. Fycompa generated net product revenues of $19.6 million, down significantly year over year, as tablet generics began hitting the market in May 2025 following the exp...
Investor releaseQuarter not tagged2026-02-26ACAD Q4 Earnings Beat, Nuplazid & Daybue Drive Y/Y Revenue Growth
Zacks
ACAD Q4 Earnings Beat, Nuplazid & Daybue Drive Y/Y Revenue Growth
Acadia Pharmaceuticals ACAD reported fourth-quarter 2025 earnings per share (EPS) of 16 cents (excluding tax benefit), which beat the Zacks Consensus Estimate of 12 cents. In the year-ago quarter, the company had reported adjusted EPS of 17 cents. Including the tax benefit recognized from a one-time impact of the One Big Beautiful Bill Act, the company reported EPS of $1.60 for the fourth quarter of 2025 compared with EPS of 86 cents in the year-ago quarter. In the fourth quarter, Acadia recorded total revenues of $284 million, which missed the Zacks Consensus Estimate of $293 million. ACAD’s net product revenues comprise sales of its two marketed products, Nuplazid (pimavanserin) and Daybue (trofinetide). Acadia’s first drug, Nuplazid, is approved in the United States for the treatment of hallucinations and delusions associated with Parkinson’s disease psychosis. ACAD’s second product, Daybue, received approval in 2023 for treating Rett syndrome in adult and pediatric patients aged two years and older. The drug was launched in the United States in April 2023. Total revenues increased 9% year over year, driven by contributions from Daybue and continued growth in Nuplazid's market share. In the past six months, shares of Acadia have lost 6% against the industry’s 23% growth. Image Source: Zacks Investment Research Revenues from Nuplazid increased 7% year over year to $174.4 million in the fourth quarter of 2025, driven primarily by volume growth. Nuplazid sales missed the Zacks Consensus Estimate of $184.1 million. Daybue recorded net product sales of $109.6 million in the reported quarter, up 13% year over year, driven by the growth in the drug’s unit sales as Acadia shipped to more unique patients. The reported figure was a tad higher than the Zacks Consensus Estimate of $108.4 million. Research and development (R&D) expenses were $84.8 million, down 16% year over year, due to a $28 million upfront business development payment for ACP-711 that was made in the year-ago quarter to Saniona. Selling, general and administrative (SG&A) expenses were $155.6 million, up 20% year over year, owing to increased marketing investments to support Nuplazid and Daybue field expansion and marketing costs. Acadia had cash, cash equivalents and investments worth $820 million as of Dec. 31, 2025, compared with $847 million as of Sept. 30, 2025. In 2025, Acadia recorded total r...

