MED · Medifast Inc
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 3, 2026TL;DR. Medifast reported Q2 revenue of $76.4M in line with guidance but down 27.6% YoY as active earning coaches fell 48.7% to 11,700 amid GLP-1 pressure, while coach productivity rose 41% YoY; the company reaffirmed full-year revenue guidance of $270M-$300M and reiterated a Q4 2026 return to profitability supported by the new Trilivy brand, Reset Fuelings, and Catalyst cost program.
- + Coach productivity rose 41% year-over-year for the third consecutive quarter of growth, with revenue per active earning coach of $6,529.
- + EPS guidance range improved, with the CFO noting the full-year EPS range has gotten better.
- + Balance sheet remains strong with $169.8M in cash and investments and no debt, with enterprise value below the value of cash and investments.
- − Revenue declined 27.6% YoY to $76.4M and net loss was $3.1M ($0.28 per diluted share), versus net income of $2.5M ($0.22 per share) a year ago.
- − Active earning coach count fell 48.7% YoY to 11,700, with the company expecting the count to continue to decline in 2026.
- − Loss from operations widened to $4.3M (5.7% of revenue) from $1.1M (1.0%) a year ago, a 470 basis point deterioration.
- − Gross margin contracted to 69.9% from 72.6% and SG&A as a percentage of revenue rose 200 basis points, driven by loss of leverage on fixed costs and Trilivy Reset launch costs.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Personal Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MED
this stock
Medifast Inc
|
$136.07M | +9.3% | +31.0% | — | 16.7% |
|
ROL
Rollins Inc
|
$14.45B | -50.5% | +7.2% | 27.3 | 3.8% |
|
SCI
Service Corp International
|
$10.63B | -2.6% | +2.9% | 20.3 | 3.5% |
|
ANDG
Andersen Group Inc.
|
$6.09B | +116.0% | +14.6% | — | 1.7% |
|
HRB
H&R Block Inc
|
$5.20B | -3.6% | -1.3% | 7.1 | 14.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MED | -0.3% | -7.6% | +7.3% | +1.3% | +9.3% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -1.5% | -8.2% | -4.3% | -0.3% | -4.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.