MED's third-quarter results reflect pressure from fewer active OPTAVIA Coaches, but it is steering toward metabolic health for growth.
Medifast, Inc. ( MED ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Steven Zenker - Vice President of Investor Relations Daniel Chard - Executive Chairman & CEO James Maloney - Chief Financial Officer Nicholas Johnson - Chief Field Operations Officer Conference Call Participants James Salera - Stephens Inc., Research Division Presentation Operator Greetings, and welcome to the Medifast Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Medifast (MED) reported earnings 30 days ago. What's next for the stock?
MED is expanding OPTAVIA, digital tools and wellness offerings to drive long-term growth and strengthen customer ties.
Medifast, Inc. (NYSE:MED ) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET Company Participants Daniel R. Chard - Executive Chairman & CEO James P.
Initiate Medifast with Strong Buy and $56 PT, citing overlooked operational inflection and coach network momentum driving above-consensus FY26 revenue growth. ASCEND product line and digital engagement tools are key catalysts, improving client retention, coach productivity, and setting the stage for a top line comeback. Valuation is anchored on a conservative 1.3x forward P/S multiple, offering asymmetric risk/reward with tangible execution momentum and significant rerating potential.
Medifast (MED) reported earnings 30 days ago. What's next for the stock?
MED's first-quarter results show challenges from fewer active OPTAVIA Coaches. Nonetheless, the company is focusing on revitalizing its coach base for growth.
Medifast, Inc. (NYSE:MED ) Q1 2025 Earnings Conference Call April 28, 2025 4:30 PM ET Company Participants Steven Zenker - Vice President, Investor Relations Dan Chard - Chairman and CEO Jim Maloney - Chief Financial Officer Nick Johnson - Chief Field Operations Officer Conference Call Participants Jim Salera - Stephens Doug Lane - Water Tower Research Operator Greetings. And welcome to the Medifast First Quarter 2025 Earnings Conference Call.
MED's first-quarter results may show challenges in customer acquisition amid market headwinds and shifting consumer trends.
MED faces steep revenue declines and coach losses but aims to rebound through innovation, marketing and new GLP-1-focused initiatives.
Medifast, Inc.'s business is deteriorating as GLP-1 medication has lowered demand, causing a vicious flywheel effect as coaches are exiting the platform. The company is trying to reposition itself as a GLP-1 adjacent business, but the repositioning hasn't shown results so far with a deteriorating immediate earnings outlook. MED stock now trades below the company's net cash position, but due to high earnings uncertainty, the low valuation is justified.