Usana Health Sciences Inc (STU:USJ)
€ 18.9 -0.30 (-1.56%) Market Cap: 363.16 Mil Enterprise Value: 277.44 Mil PE Ratio: 46.92 PB Ratio: 0.75 GF Score: 67/100

Q4 2025 USANA Health Sciences Inc Earnings Call Transcript

Feb 18, 2026 / 04:00PM GMT
Release Date Price: €15.9 (-7.02%)

Key Points

Positve
  • Usana Health Sciences Inc (USNA) reported better-than-expected results for the fourth quarter and provided higher-than-expected EPS guidance for 2026.
  • The company is focusing on strengthening its global brand positioning by delivering science-backed nutrition through an omnichannel platform.
  • Usana Health Sciences Inc (USNA) is expanding its product innovation pipeline by leveraging its world-class research and science teams.
  • The company is committed to improving operational efficiencies through disciplined cost management and streamlined processes.
  • Usana Health Sciences Inc (USNA) is seeing encouraging signs of stabilization in its core business and is taking steps to return to growth.
Negative
  • The company's effective tax rate for fiscal 2026 is expected to be high, ranging between 55% and 60%, due to geographic misalignment between revenue generated and costs incurred.
  • Usana Health Sciences Inc (USNA) faces challenges with inventory levels, which increased by $35 million or 48% at the end of fiscal 2025.
  • The company anticipates elevated inventory levels throughout fiscal 2026, which could impact working capital efficiency.
  • Usana Health Sciences Inc (USNA) has experienced year-over-year sales declines in its core business.
  • The company's fiscal 2026 outlook includes one less week of operations compared to fiscal 2025, which could impact overall sales growth.
Operator

Greetings. Welcome to the USANA Health Sciences fourth quarter and fiscal-year 2025 earnings call. (Operator Instructions) Please note, this conference is being recorded.

At this time, I'll now turn the conference over to Andrew Masuda, Director of Investor Relations. Thank you, Andrew. You may now begin.

Andrew Masuda
USANA Health Sciences Inc - Director of Investor Relations

Thanks, Rob, and good morning, everyone. We appreciate you joining us to review our fourth quarter and fiscal-year 2025 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.

Already have an account? Log in
Get the full story
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...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot