Medifast Gestione
Criteri Gestione verificati 3/4
Medifast Il CEO è Dan Chard, nominato in Oct2016, e ha un mandato di 9.58 anni. la retribuzione annua totale è $ 5.58M, composta da 17.9% di stipendio e 82.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.15% delle azioni della società, per un valore di $ 2.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.8 anni e 5.4 anni.
Informazioni chiave
Dan Chard
Amministratore delegato
US$5.6m
Compenso totale
| Percentuale dello stipendio del CEO | 17.91% |
| Mandato del CEO | 9.6yrs |
| Proprietà del CEO | 2.1% |
| Durata media del management | 5.8yrs |
| Durata media del Consiglio di amministrazione | 5.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • Feb 22
Medifast, Inc.'s (NYSE:MED) 26% Dip In Price Shows Sentiment Is Matching Earnings
Unfortunately for some shareholders, the Medifast, Inc. ( NYSE:MED ) share price has dived 26% in the last thirty days...Seeking Alpha • Jan 20
Medifast Share Price Loses Weight, But Is There Still Value To Be Had?
Summary Medifast is a weight loss and wellness program that has experienced a significant decrease in market cap and revenue in 2023. The company's business model relies on recruiting coaches to sell their program and products, which has been successful in generating revenue and dividends for investors. However, there are risks associated with supply disruption, market volatility, reputation, and government regulation that could impact the company's future performance. Read the full article on Seeking AlphaArticolo di analisi • Dec 09
Are Investors Undervaluing Medifast, Inc. (NYSE:MED) By 47%?
Key Insights Medifast's estimated fair value is US$140 based on 2 Stage Free Cash Flow to Equity Current share price of...Seeking Alpha • Nov 24
Medifast: Good On Paper, But A Slowdown In Sales Is Very Worrisome
Summary Medifast has strong financials with a healthy cash position and no debt, but its sales have plummeted, and its business model is questionable. MED's efficiency and profitability metrics are impressive, but its high-priced products may deter customers. The decline in sales can be attributed to tough macroeconomic conditions and competition from weight loss drugs, and the future outlook is uncertain. Read the full article on Seeking AlphaArticolo di analisi • Nov 21
Is It Too Late To Consider Buying Medifast, Inc. (NYSE:MED)?
Medifast, Inc. ( NYSE:MED ), is not the largest company out there, but it saw significant share price movement during...Seeking Alpha • Nov 09
Medifast: Unveiling A Challenge Beyond Weight Loss Drugs
Summary Medifast, Inc. stock is down 80% from its mid-2021 peak, and from a valuation perspective, it looks like a veritable deep-value opportunity. Medifast is currently facing challenges due to elevated consumer price inflation, but increasingly also due to weight loss drugs like Wegovy and soon also Zepbound (or at least their narrative). In this article, I take a look at Medifast's business model, its profitability, and its balance sheet quality against the backdrop of this undoubtedly challenging environment. I also discuss MED's Q3 earnings and whether there is any truth to the theory that GLP-1 receptor agonists pose an existential threat to Medifast's business model. However, I also highlight another potential investment risk that relates to Medifast's most important asset - its coaches. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$20m |
| Dec 31 2025 | US$6m | US$1m | -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$6m | US$1m | 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$7m | US$1m | 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$6m | US$981k | 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$7m | US$914k | 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$6m | US$909k | 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$5m | US$843k | US$78m |
Compensazione vs Mercato: La retribuzione totale di Dan ($USD 5.58M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 627.03K ).
Compensazione vs guadagni: La retribuzione di Dan è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Dan Chard (60 yo)
9.6yrs
Mandato
US$5,584,550
Compensazione
Mr. Daniel R. Chard, also known as Dan, has been Chief Executive Officer of Medifast, Inc. since October 3, 2016 and Director since October 3, 2016 and serves as its Executive Chairman since December 10, 2...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman & CEO | 9.6yrs | US$5.58m | 2.15% $ 2.8m | |
| Chief Field Operations Officer & President | less than a year | US$1.20m | 0.0079% $ 10.2k | |
| Chief Financial Officer | 5.8yrs | US$1.43m | 0.19% $ 247.7k | |
| Executive VP | 14.5yrs | US$1.16m | 0.21% $ 269.4k | |
| VP of Finance & Chief Accounting Officer | 4.7yrs | Nessun dato | 0.039% $ 50.8k | |
| Vice President of Investor Relations | 3.2yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 6.6yrs | Nessun dato | Nessun dato |
5.8yrs
Durata media
53.5yo
Età media
Gestione esperta: Il team dirigenziale di MED è esperto e expertise (durata media dell'incarico 5.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman & CEO | 9.6yrs | US$5.58m | 2.15% $ 2.8m | |
| Independent Director | 6.9yrs | US$244.02k | 0.13% $ 161.8k | |
| Independent Director | 7.9yrs | US$225.42k | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Independent Director | 10.9yrs | US$256.52k | 0.14% $ 181.1k | |
| Independent Director | 2.9yrs | US$216.52k | 0.082% $ 105.5k | |
| Member of Scientific Advisory Board | 3.8yrs | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | 3.8yrs | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | 3.8yrs | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato |
5.4yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MED sono considerati esperti (durata media dell'incarico 5.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/24 02:20 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Medifast, Inc. è coperta da 8 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John San Marco | Brean Capital Historical (Janney Montgomery) |
| Kara Anderson | B. Riley Securities, Inc. |
| Scott Van Winkle | Canaccord Genuity |