Medifast Dirección
Dirección controles de criterios 2/4
El CEO de Medifast es Nicholas Johnson , nombrado en Jan 2026, tiene una permanencia de menos de un año. compensación anual total es $1.20M, compuesta por 36.8% salario y 63.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.008% de las acciones de la empresa, por valor de $8.67K. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 4 años, respectivamente.
Información clave
Nicholas Johnson
Chief Executive Officer (CEO)
US$1.2m
Compensación total
| Porcentaje del salario del CEO | 36.83% |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.008% |
| Permanencia media de la dirección | 4.8yrs |
| Promedio de permanencia en la Junta Directiva | 4yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 25
MED: Leadership Transition And Higher Future P/E Will Support Upside Potential
Analysts have modestly adjusted their price target on Medifast, reflecting updated assumptions for discount rate, revenue trends, profit margins, and a higher future P/E multiple. These factors together temper near-term earnings expectations while slightly lifting the valuation framework in dollar terms.Actualización de narrativa • Jun 06
MED: Leadership Transition And Margin Outlook Will Shape Balanced Future Profile
Analysts have modestly adjusted their price target on Medifast, reflecting updated views on the discount rate, expected profit margins near 8.1%, and an anticipated P/E around 9.7x, which together suggest a slightly different risk and valuation profile for the stock. What's in the News The board has appointed Nicholas Johnson as Chief Executive Officer, effective June 1, 2026.Actualización de narrativa • May 19
MED: Insurance Reimbursement And Metabolic Health Science Will Support Balanced Outlook
Analysts have reduced their Medifast price targets to reflect updated assumptions that now indicate a slower revenue decline, improved profit margins, and a lower forward P/E. Taken together, these factors reset estimated fair value closer to $12.Seeking Alpha • May 12
Medifast: Worth Putting On A Watchlist
Summary Medifast has continued to report concerning financials. A shrinking coach network lowers revenues, and costs remain too high. A turnaround can't be written off quite yet. MED's coach productivity has improved clearly, and a shift to a metabolic health focus from weight loss could work out. Negative enterprise value clearly implies upside potential; I estimate 47% upside to $18.5 if MED's earnings stabilize over the mid-term. Such upside is speculative, though. Read the full article on Seeking AlphaActualización de narrativa • May 03
MED: Insurance Reimbursement And Metabolic Health Data Will Support Balanced Long-Term Outlook
Analysts have modestly adjusted their price target on Medifast, reflecting small tweaks to assumptions around the discount rate, profit margin, and future P/E, while maintaining a fair value of $12.00. These changes together point to a slightly refined view of the company’s risk and earnings outlook.Actualización de narrativa • Apr 18
MED: Metabolic Health Initiatives And Insurance Access Will Support Balanced Long-Term Outlook
Analyst price targets for Medifast have been reset, with updated assumptions pointing to a fair value of $12.00 per share. This is now based on a slightly higher discount rate, a similar revenue outlook, a higher profit margin and a lower forward P/E, which analysts cite as the main drivers of the change.Actualización de narrativa • Apr 04
MED: Future Leadership And Metabolic Health Expansion Will Support Long-Term Upside
Analysts have marginally adjusted their price target on Medifast, reflecting slightly higher assumed profit margins and a modestly higher discount rate while keeping fair value at $12. They are framing this as a fine tuning of expectations rather than a major shift in outlook.Actualización de narrativa • Mar 20
MED: Future Leadership Shift Will Seek To Unlock Metabolic Health Opportunity
Analysts have slightly revised their price target on Medifast, with the updated fair value holding at $12.00 as small adjustments to the discount rate and future P/E assumptions refine the underlying model rather than indicate a major change in outlook. What's in the News OPTAVIA’s comprehensive metabolic health system is now eligible for reimbursement on select insurance plans via HSA and FSA funds, which can allow some clients to use pre tax dollars toward program costs (Product related announcement).Actualización de narrativa • Mar 05
MED: Future Leadership Shift Will Align With New Metabolic Health System
Analysts have modestly reduced their price target on Medifast, citing a slightly lower discount rate, a small improvement in projected profit margin, and a shift to a lower future P/E assumption. Together, these factors point to a more cautious valuation framework in dollar terms.Actualización de narrativa • Feb 19
MED: Future Leadership Shift Will Present Long Term Opportunity
Analysts have trimmed their price target for Medifast from $15 to $12, citing updated assumptions that point to softer revenue growth, lower profit margins, and a higher future P/E multiple. What's in the News Medifast issued earnings guidance for the first quarter of 2026, projecting revenue between US$65,000,000 and US$80,000,000 and a loss per share in a range of US$0.15 to US$0.70 (company guidance).Artículo de análisis • Jul 03
Benign Growth For Medifast, Inc. (NYSE:MED) Underpins Its Share Price
With a price-to-sales (or "P/S") ratio of 0.3x Medifast, Inc. ( NYSE:MED ) may be sending bullish signals at the...Artículo de análisis • May 01
Medifast, Inc. (NYSE:MED) Just Reported, And Analysts Assigned A US$15.00 Price Target
It's been a good week for Medifast, Inc. ( NYSE:MED ) shareholders, because the company has just released its latest...Seeking Alpha • Jan 20
Medifast: Strong Balance Sheet, But I Lack Conviction In The Turnaround
Summary Medifast enjoyed record profits immediately after the pandemic. The emergence of GLP-1 medications has driven revenue, income, and the number of active Optavia coaches down. Management has laid out a strategy for Medifast to acquire customers who are taking GLP-1s, starting with a collaboration with LifeMD. With a strong balance sheet, but without enough conviction of the success of their strategy, I rate Medifast a Hold. Read the full article on Seeking AlphaArtículo de análisis • Jan 09
An Intrinsic Calculation For Medifast, Inc. (NYSE:MED) Suggests It's 41% Undervalued
Key Insights Medifast's estimated fair value is US$26.41 based on 2 Stage Free Cash Flow to Equity Medifast's US$15.64...Artículo de análisis • Dec 11
Medifast, Inc.'s (NYSE:MED) Business And Shares Still Trailing The Industry
You may think that with a price-to-sales (or "P/S") ratio of 0.3x Medifast, Inc. ( NYSE:MED ) is a stock worth checking...
Nueva narrativa • Nov 10
GLP-1 Medication Surge And Stalling Coach Productivity Threaten Revenue Decline
The adoption of weight loss medications impacts Medifast's business model, threatening future revenue and customer acquisition.Seeking Alpha • Nov 06
Medifast: Earnings Surprise, New AI Technologies, And Extremely Undervalued
Summary Medifast reported better-than-expected quarterly EPS and is investing in new marketing strategies, AI technologies, and supply chain optimization to drive future growth. Despite a decline in the number of coaches and productivity, MED trades close to its book value and continues to generate free cash flow. The company's stock repurchase plan and significant cash reserves indicate confidence in future growth, with a potential valuation target of $78 per share. Risks include declining coach numbers, competition from GLP-1 medications, and short-selling pressures, but MED's current valuation appears undervalued. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Medifast: Reorganization, GLP-1 Medication, And FCF Imply Undervaluation
Summary Medifast's collaboration with LifeMD and acquisition of LifeMD shares are expected to boost business growth and free cash flow. The company's holistic approach combining weight loss formulas, coaches, and GLP-1 medication is a significant competitive advantage. Recent investments in marketing and supply chain optimization initiatives, including the Maryland Distribution Center closure, are likely to enhance FCF margins. Despite recent lower-than-expected EPS, MED's long-term financial growth and undervaluation suggest strong future stock price potential. Read the full article on Seeking AlphaSeeking Alpha • Aug 27
Medifast Business Continues To Shrink, Stock Still Risky
Summary Medifast's stock has plummeted, with dividends still suspended and earnings and revenue are in rapid decline. Despite a strong balance sheet, Medifast faces increased competition and market volatility, leading to a shrinking business. Revenue and earnings are expected to continue declining, making the stock less attractive with higher P/E ratios. Medifast's cash generation has diminished, and the company is focusing on growth rather than dividends, making it a risky investment. Read the full article on Seeking AlphaSeeking Alpha • Jun 26
Medifast: GLP-1 Fears Are Overblown, But Proof Points For Turnaround Are Still Missing
Summary Medifast is a leader in dietary weight management that fell off a cliff since 2022 due to inflationary pressures, the re-opening of restaurants, and the rise of GLP-1 drugs. The company's turnaround plan aims to combine OPTAVIA offerings with direct access to GLP-1 medication through a partnership with LifeMD. At about $20 per share, Medifast may be in deep value territory, but strong negative momentum and the lack of turnaround proof points make it a HOLD at this time. Investors who seek long exposure with an increased margin of safety could consider selling $12.50 MED puts, noting that the company holds over $14 of net cash per share. Read the full article on Seeking AlphaSeeking Alpha • May 24
Medifast: Significant Undervaluation Even As Struggles Persist
Summary Medifast's financial performance is deteriorating rapidly due to the emergence of drug-weight loss competitors. The company reported a significant decline in revenue and earnings in Q1 2023. Medifast is laying off employees and may need to further reduce its workforce to match the revenue drop. My valuation analysis suggests that the stock is significantly undervalued, but I consider this fair given all the challenges. Read the full article on Seeking AlphaArtículo de análisis • May 24
At US$22.76, Is Medifast, Inc. (NYSE:MED) Worth Looking At Closely?
Medifast, Inc. ( NYSE:MED ), might not be a large cap stock, but it received a lot of attention from a substantial...Artículo de análisis • May 24
Lacklustre Performance Is Driving Medifast, Inc.'s (NYSE:MED) 32% Price Drop
To the annoyance of some shareholders, Medifast, Inc. ( NYSE:MED ) shares are down a considerable 32% in the last...Artículo de análisis • May 06
Medifast's (NYSE:MED) Conservative Accounting Might Explain Soft Earnings
Medifast, Inc.'s ( NYSE:MED ) earnings announcement last week didn't impress shareholders. While the headline numbers...Artículo de análisis • May 01
The Returns On Capital At Medifast (NYSE:MED) Don't Inspire Confidence
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Seeking Alpha • Mar 20
Medifast: Cheap Valuation, Uncertain Future
Summary Medifast has had a successful past with continuous growth and strong financial metrics in the health and wellness industry. However, the dynamic nature of the industry raises concerns about the company's future, particularly when considering the recent rise of GLP-1 medications. Investors should consider the implications of industry changes before making a decision on Medifast as an investment. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Medifast Is Getting Attractive
Summary Medifast is experiencing a decline in stock price despite a strong business and consistent cash flow. The company's focus on health and wellness, along with its strategic alliance with LifeMD, positions it for significant upside. Medifast's Optavia solution offers a comprehensive approach to weight loss and has a large addressable market. Shares are a buy with price target of $60. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$20m |
| Dec 31 2025 | US$1m | US$440k | -US$19m |
| Sep 30 2025 | n/a | n/a | US$248k |
| Jun 30 2025 | n/a | n/a | US$4m |
| Mar 31 2025 | n/a | n/a | -US$7m |
| Dec 31 2024 | US$1m | US$440k | US$2m |
| Sep 30 2024 | n/a | n/a | US$7m |
| Jun 30 2024 | n/a | n/a | US$29m |
| Mar 31 2024 | n/a | n/a | US$68m |
| Dec 31 2023 | US$2m | US$440k | US$99m |
| Sep 30 2023 | n/a | n/a | US$120m |
| Jun 30 2023 | n/a | n/a | US$133m |
| Mar 31 2023 | n/a | n/a | US$142m |
| Dec 31 2022 | US$1m | US$430k | US$144m |
| Sep 30 2022 | n/a | n/a | US$151m |
| Jun 30 2022 | n/a | n/a | US$157m |
| Mar 31 2022 | n/a | n/a | US$165m |
| Dec 31 2021 | US$1m | US$390k | US$164m |
| Sep 30 2021 | n/a | n/a | US$158m |
| Jun 30 2021 | n/a | n/a | US$150m |
| Mar 31 2021 | n/a | n/a | US$125m |
| Dec 31 2020 | US$1m | US$339k | US$103m |
| Sep 30 2020 | n/a | n/a | US$95m |
| Jun 30 2020 | n/a | n/a | US$76m |
| Mar 31 2020 | n/a | n/a | US$76m |
| Dec 31 2019 | US$704k | US$267k | US$78m |
Compensación vs. Mercado: La compensación total de Nicholas($USD1.20M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD658.00K).
Compensación vs. Ingresos: La compensación de Nicholas ha aumentado mientras la empresa no es rentable.
CEO
Nicholas Johnson (46 yo)
less than a year
Permanencia
US$1,195,618
Compensación
Mr. Nicholas M. Johnson is President of Medifast, Inc. from January 01, 2026 and is its CEO from June 1, 2026. He was Chief Field Operations Officer at Medifast, Inc. since 2022. He was President of Coach...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & President | less than a year | US$1.20m | 0.0079% $ 8.7k | |
| Chief Financial Officer | 6yrs | US$1.43m | 0.19% $ 210.9k | |
| VP of Finance & Chief Accounting Officer | 4.8yrs | sin datos | 0.039% $ 43.3k | |
| Vice President of Investor Relations | 3.3yrs | sin datos | sin datos | |
| Chief Human Resources Officer | 6.8yrs | sin datos | sin datos |
4.8yrs
Permanencia media
53yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de MED se considera experimentado (4.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Non-Executive Executive Chairman | 9.8yrs | US$5.58m | 2.15% $ 2.4m | |
| Independent Director | 7.1yrs | US$244.02k | 0.13% $ 137.7k | |
| Independent Director | 8.1yrs | US$225.42k | sin datos | |
| Member of Scientific Advisory Board | no data | sin datos | sin datos | |
| Independent Director | 11.1yrs | US$256.52k | 0.19% $ 207.8k | |
| Independent Director | less than a year | sin datos | 0.074% $ 81.9k | |
| Independent Director | 3.1yrs | US$216.52k | 0.19% $ 209.5k | |
| Member of Scientific Advisory Board | 4yrs | sin datos | sin datos | |
| Member of Scientific Advisory Board | 4yrs | sin datos | sin datos | |
| Member of Scientific Advisory Board | 4yrs | sin datos | sin datos | |
| Member of Scientific Advisory Board | no data | sin datos | sin datos | |
| Member of Scientific Advisory Board | no data | sin datos | sin datos |
4.0yrs
Permanencia media
61yo
Promedio de edad
Junta con experiencia: La junta directiva de MED se considera experimentada (4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/12 02:14 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Medifast, Inc. está cubierta por 8 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John San Marco | Brean Capital Historical (Janney Montgomery) |
| Kara Anderson | B. Riley Securities, Inc. |
| Scott Van Winkle | Canaccord Genuity |