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Upturn AI SWOT - About
MEDIFAST INC (MED)
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Upturn Advisory Summary
04/01/2025: MED (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -48.02% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 149.41M USD | Price to earnings Ratio 71.89 | 1Y Target Price 15.75 |
Price to earnings Ratio 71.89 | 1Y Target Price 15.75 | ||
Volume (30-day avg) 233624 | Beta 1.17 | 52 Weeks Range 12.87 - 36.30 | Updated Date 04/2/2025 |
52 Weeks Range 12.87 - 36.30 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.35% | Operating Margin (TTM) 0.6% |
Management Effectiveness
Return on Assets (TTM) 3.24% | Return on Equity (TTM) 1.02% |
Valuation
Trailing PE 71.89 | Forward PE - | Enterprise Value -2495914 | Price to Sales(TTM) 0.25 |
Enterprise Value -2495914 | Price to Sales(TTM) 0.25 | ||
Enterprise Value to Revenue 0.08 | Enterprise Value to EBITDA 1.34 | Shares Outstanding 10937800 | Shares Floating 9494353 |
Shares Outstanding 10937800 | Shares Floating 9494353 | ||
Percent Insiders 3.82 | Percent Institutions 83.11 |
Analyst Ratings
Rating 3 | Target Price 16.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MEDIFAST INC
Company Overview
History and Background
Medifast, Inc. was founded in 1980. Initially focused on medical professionals, it evolved to a direct-selling model in the early 2000s with the Take Shape For Life program, later rebranded as OPTAVIA.
Core Business Areas
- OPTAVIA: OPTAVIA is Medifast's primary business segment, offering weight management programs and products through a network of independent coaches.
Leadership and Structure
Medifast is led by its CEO, Daniel R. Chard. The organizational structure includes departments for sales, marketing, product development, finance, and operations. Its direct-selling model relies heavily on independent OPTAVIA Coaches.
Top Products and Market Share
Key Offerings
- OPTAVIA Fuelings: A variety of portion-controlled, nutrient-dense food products designed to support weight loss and maintenance. Medifast is reliant on this, however, it must contend with any food company that markets weight loss and healthy food diets such as Weight Watchers (WW), Nutrisystem (NTRI), Herbalife (HLF).
- OPTAVIA Coaching Program: A program that connects clients with independent OPTAVIA Coaches who provide guidance and support. Medifast is reliant on this, however, it must contend with health and fitness coaches found on social media platforms like Youtube and Instagram.
Market Dynamics
Industry Overview
The weight management industry is driven by increasing obesity rates and a growing focus on health and wellness. The industry is highly competitive, with a mix of established players and new entrants.
Positioning
Medifast positions itself as a holistic weight management solution, combining meal replacements with coaching support. Its direct-selling model provides a network of coaches to support clients.
Total Addressable Market (TAM)
The global weight management market is estimated at hundreds of billions of dollars annually. Medifast targets a segment of this market focused on meal replacements and coaching, giving them access to a significant portion of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition within its niche
- Large network of independent OPTAVIA Coaches
- Recurring revenue model through fuelings
- High customer satisfaction rates
Weaknesses
- Reliance on independent coaches creates management challenges
- Vulnerability to regulatory changes affecting the direct-selling industry
- Product concentration; limited diversification
- Relatively high price point compared to generic meal replacements
Opportunities
- Expansion into new geographic markets
- Development of new product lines targeting different health and wellness goals
- Leveraging technology to enhance the coaching experience
- Partnerships with healthcare providers
Threats
- Increased competition from other weight management programs
- Changes in consumer preferences towards alternative weight loss methods
- Negative publicity or lawsuits related to the direct-selling model
- Economic downturn affecting consumer spending on discretionary items
Competitors and Market Share
Key Competitors
- WW (WW)
- Nutrisystem (NTRI)
- Herbalife (HLF)
- Beachbody (BODY)
Competitive Landscape
Medifast's advantages include its coaching model and brand reputation. Disadvantages include its higher price point and reliance on direct selling.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is heavily reliant on the success of OPTAVIA and the expansion of its coach network.
Future Projections: Future growth depends on Medifast's ability to attract new clients and coaches, retain existing ones, and expand into new markets. Analyst estimates vary depending on economic conditions and competitive dynamics.
Recent Initiatives: Recent initiatives include investments in technology to improve the coach-client experience, the introduction of new fueling products, and geographic expansion.
Summary
Medifast has established a strong position in the weight management industry through its OPTAVIA program. Its reliance on independent coaches creates both opportunities and challenges. Future growth will depend on its ability to innovate, adapt to changing consumer preferences, and manage its direct-selling model effectively.
Similar Companies
HLF
Herbalife Nutrition Ltd
HLF
Herbalife Nutrition Ltd
WW
WW International Inc
WW
WW International Inc
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary. Financial data and shareholder returns were not retrieved due to API constraints and are necessary for an accurate report.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MEDIFAST INC
Exchange NYSE | Headquaters Baltimore, MD, United States | ||
IPO Launch date 1993-12-31 | Executive Chairman & CEO Mr. Daniel R. Chard | ||
Sector Consumer Cyclical | Industry Personal Services | Full time employees 504 | Website https://medifastinc.com |
Full time employees 504 | Website https://medifastinc.com | ||
Medifast, Inc., through its subsidiaries, operates as a health and wellness company that provides habit-based and coach-guided lifestyle solutions to address obesity and support a healthy life in the United States. The company offers weight loss and weight management plans; and GLP-1 support plans that provide access to GLP-1 medications where clinically appropriate under the OPTAVIA brand name. It also provides bars, puffs, cereal, crunchers, drinks, hearty choices, oatmeal, pancakes, pudding, soft serve, shakes, smoothies, soft bakes, and soups, as well as provides coaching support along with community, nutrition, and healthy habits, and helps people in their weight loss journey. It markets its products through point-of-sale transactions, as well as through ecommerce platform. Medifast, Inc. was founded in 1980 and is headquartered in Baltimore, Maryland.
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