USANA HEALTH SCIENCES INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
USANA reported Q3 2026 consolidated net sales of $206M (down 4% YoY), net loss of $5.6M, and adjusted EBITDA of $12.1M (down 13% YoY). Core Nutritional active customers fell to 356,000 (−8% YoY), but Hiya subscribers surged 18% sequentially to 195,500. FY2026 guidance lowered to ~$900M consolidated sales (from $910M) and $77M adjusted EBITDA (from $80.5M), driven by weaker Rise Wellness outlook and strategic marketing investment in Hiya, partially offset by Core Nutritional margin expansion. Balance sheet remains strong: $179M cash, zero debt, $36M YTD free cash flow.
Why this rating
Guidance cut and sales miss material relative to ~$328M market cap (10.8% of annual sales revised down), but offset by strong balance sheet, Hiya momentum, and strategic positioning. Moderate concern, not crisis.
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