Q4 2025 Medifast Inc Earnings Call Transcript

Feb 17, 2026 / 09:30 PM GMT

Release Date Price: €8.42

Transcript 10-K8-K

Key Points

Positve

Medifast Inc (MED) reported a year-over-year increase in coach productivity for the first time since mid-2022, indicating potential future growth.
The company has successfully repositioned itself as a metabolic health company, focusing on metabolic synchronization to address metabolic dysfunction.
Medifast Inc (MED) has introduced new programs like Premiere Plus and Edge to enhance coach productivity and client engagement.
The company has a strong balance sheet with $167.3 million in cash equivalents and no debt, providing financial flexibility.
Medifast Inc (MED) is seeing increased engagement and activity levels among coaches, with a significant rise in coach-led meetings and training activities.

Negative

Fourth quarter 2025 revenue decreased by 36.9% compared to the previous year, primarily due to a decline in the number of active earning coaches.
The company reported a net loss of $18.1 million for the fourth quarter of 2025, impacted by a $12.1 million non-cash valuation allowance.
Medifast Inc (MED) experienced a 40.6% decrease in active earning coaches from the fourth quarter of 2024.
Gross profit margin decreased by 470 basis points to 69.4%, driven by lower sales volumes and a one-time restructuring charge.
The company anticipates continued decline in the overall active earning coach count through most of 2026, despite improvements in coach productivity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MED.N - Medifast Inc
Q4 2025 Medifast Inc Earnings Call
Feb 17, 2026 / 09:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the Medifast 4th quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Steven Zenker, Vice President, Investor relations.

Thank you. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good afternoon and welcome to Medifast 4th quarter 2025

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.