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Medifast
Medifast (MED) investor relations material
Medifast Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Leadership transition announced: CEO to step down in June 2026, with the President expected to assume the role, ensuring continuity in strategy and execution.
The company is transitioning from a weight loss focus to a broader metabolic health strategy, launching new science-driven products and programs, with a new product line targeting metabolic health and visceral fat reduction to launch in the back half of 2026.
Coach productivity turned positive year-over-year in Q4 2025 for the first time since 2022, with a 6% increase and revenue per active earning coach rising to $4,664.
Strong cash position with no debt supports ongoing transformation and coach engagement initiatives.
Active earning coaches dropped 40.6% to 16,100, but a double-digit percentage achieved executive director rank in Q4, with highest retention since 2022.
Financial highlights
Q4 2025 revenue was $75.1 million, down 36.9% year-over-year, with full-year 2025 revenue totaling $385.8 million.
Net loss for Q4 was $18.1 million ($1.65 per diluted share), including a $12.1 million non-cash deferred tax valuation allowance; full-year net loss was $18.7 million ($1.70 per share).
Gross profit margin for Q4 2025 was 69.4%, down 470 basis points year-over-year, impacted by lower sales and a one-time restructuring charge.
SG&A expenses decreased 31.5% year-over-year to $59.9 million, but as a percentage of revenue increased to 79.8% due to loss of leverage and restructuring.
Ended 2025 with $167.3 million in cash and investments, no debt, and working capital at $158.7 million.
Outlook and guidance
Q1 2026 revenue expected between $65 million and $80 million, with loss per share between $0.15 and $0.70.
Full-year 2026 revenue guidance of $270 million to $300 million, with loss per share between $1.55 and $2.75.
Profitability improvements targeted to begin in Q4 2026, following new product launch, with further gains expected into 2027.
Working capital projected to remain above $140 million at year-end 2026.
How does metabolic health attract new client types?
Quantify new product line's Q4 2026 profitability impact.
Strategies to sustain coach productivity growth.
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Next Medifast earnings date
Q1 202627 Apr, 2026
Medifast
Next Medifast earnings date
Q1 202627 Apr, 2026
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Frequently asked questions
Medifast, Inc. operates in five segments: Weight Loss and Weight Management; Medifast Business Opportunity; Transition and Maintenance; Take Shape for Life; and Manufacturing and Distribution. The Weight Loss and Weight Management segment distributes Medifast products, including meal replacements, vitamins, minerals, supplements, a hydration product, a limited number of snacks and glucose/blood-sugar management products identified as Flavors for Life. This segment sells its products to clients over the phone, online through medifastdiet.com and take shape for life.com Web sites or other national Web sites owned by the company. The company was founded in 1980 and is headquartered in Baltimore, Maryland.
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