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Upturn AI SWOT - About
MEDIFAST INC (MED)
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Upturn Advisory Summary
08/28/2025: 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.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $15
1 Year Target Price $15
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -34.05% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 154.21M USD | Price to earnings Ratio 42.52 | 1Y Target Price 15 |
Price to earnings Ratio 42.52 | 1Y Target Price 15 | ||
Volume (30-day avg) 1 | Beta 0.82 | 52 Weeks Range 11.57 - 21.98 | Updated Date 08/29/2025 |
52 Weeks Range 11.57 - 21.98 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-04 | When - | Estimate -0.22 | Actual 0.22 |
Profitability
Profit Margin 0.76% | Operating Margin (TTM) -1.01% |
Management Effectiveness
Return on Assets (TTM) 2.88% | Return on Equity (TTM) 1.73% |
Valuation
Trailing PE 42.52 | Forward PE - | Enterprise Value 4489717 | Price to Sales(TTM) 0.32 |
Enterprise Value 4489717 | Price to Sales(TTM) 0.32 | ||
Enterprise Value to Revenue 0.01 | Enterprise Value to EBITDA 0.32 | Shares Outstanding 10991100 | Shares Floating 9146450 |
Shares Outstanding 10991100 | Shares Floating 9146450 | ||
Percent Insiders 3.2 | Percent Institutions 79.97 |
Upturn AI SWOT
MEDIFAST INC
Company Overview
History and Background
Medifast, Inc. was founded in 1980. It started as a formula for feeding seriously obese patients and evolved into a comprehensive weight loss program. Medifast went public in 2003 and has expanded its offerings to include various weight management products and coaching services.
Core Business Areas
- OPTAVIA: OPTAVIA is the primary revenue driver. It is a structured weight management program supported by independent coaches and a community. It offers a wide array of proprietary food products designed to support the program's phases.
Leadership and Structure
Dan Chard serves as the Chairman and Chief Executive Officer. The company has a board of directors and a typical corporate structure with functional departments such as sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- OPTAVIA Program: OPTAVIA is Medifast's core weight management program, utilizing a network of independent coaches and Medifast-branded food products. Market share data is complex to isolate due to the fragmented weight loss market, but OPTAVIA is a significant player in the direct selling segment of weight management. Competitors include WeightWatchers, Nutrisystem, Herbalife, and Beachbody.
- Medifast Go! Products: A line of convenience food products designed to support weight loss and maintenance within the OPTAVIA system. Revenue generated from this product category contributes significantly to Medifast's overall sales. Competitors are numerous and include Lean Cuisine, Healthy Choice, and other pre-packaged meal brands.
Market Dynamics
Industry Overview
The weight management industry is large and competitive, driven by increasing obesity rates and a growing awareness of health and wellness. It includes diet plans, meal replacements, fitness programs, and weight loss medications.
Positioning
Medifast positions itself as a comprehensive weight management solution through its OPTAVIA program, emphasizing coaching and community support. Its competitive advantage lies in its direct selling model and structured approach.
Total Addressable Market (TAM)
The global weight management market is estimated to be over $250 billion. Medifast captures a fraction of this TAM and focuses on a specific niche of structured weight loss programs with coaching.
Upturn SWOT Analysis
Strengths
- Strong OPTAVIA program with loyal customer base
- Extensive network of independent coaches
- Proprietary food products with high margins
- Direct selling model allows for personal support and community
- Recurring revenue from subscription-based programs
Weaknesses
- Reliance on independent coaches creates dependency and potential regulatory risks
- Susceptible to fluctuations in coach recruitment and retention
- Limited geographic diversification
- Product offerings primarily focused on pre-packaged foods
- Potential for negative publicity related to direct selling practices
Opportunities
- Expansion into new geographic markets
- Development of new products and services to complement OPTAVIA
- Strategic partnerships with healthcare providers and employers
- Leveraging technology to enhance coaching and customer experience
- Increased focus on personalized nutrition and wellness
Threats
- Increased competition from other weight loss programs and technologies
- Changes in consumer preferences and dietary trends
- Regulatory scrutiny of direct selling practices and weight loss claims
- Economic downturns impacting consumer spending on discretionary products
- Negative publicity from health concerns related to weight loss diets
Competitors and Market Share
Key Competitors
- WW (WW)
- Nutrisystem (NTRI)
- Herbalife Nutrition (HLF)
- Beachbody (BODY)
Competitive Landscape
Medifast's OPTAVIA program competes effectively by leveraging a large network of independent coaches, providing personal support and building a strong community. However, it is vulnerable to changes in coach recruitment and retention and faces competition from established brands with broader product offerings.
Growth Trajectory and Initiatives
Historical Growth: Medifast's growth has been largely driven by the OPTAVIA program. Revenue and profitability have fluctuated based on coach recruitment and customer acquisition.
Future Projections: Future growth projections are subject to analyst estimates, economic conditions, and market trends. Continued expansion of the OPTAVIA program and penetration into new markets are key growth drivers.
Recent Initiatives: Recent initiatives include expanding the OPTAVIA product line, investing in technology to support coaches, and exploring partnerships to reach new customers.
Summary
Medifast's strength lies in its OPTAVIA program and dedicated coaching network. However, it faces risks associated with its direct selling model and dependence on independent coaches. Future growth hinges on successful coach recruitment, product innovation, and market expansion. Monitoring competitive pressures and regulatory changes is crucial for Medifast's long-term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Press releases
- Analyst reports
- Industry reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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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