MEDIFAST INC — Form 8-K
Filed October 26, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 72/100
What the filing says
Medifast reported Q3 2026 revenue of $72.0M (down 19.4% YoY from $89.4M) driven by active earning coaches declining 47.7% to 10,200 from 19,500. Net loss was $17.5M ($1.57/share) including $15.4M in Catalyst restructuring charges; non-GAAP adjusted net loss was $2.1M ($0.19/share). Company maintains $172.5M cash with no debt. Q4 2026 revenue guidance: $55M–$75M; full-year 2026 revenue guidance narrowed to $280M–$300M (previously wider range).
Why this rating
49.6% YoY revenue decline (from ~$310M run rate to ~$280–300M full year) and 48% coach collapse are severe for a $145M market-cap company. Restructuring (partially masking underlying deterioration) and GLP-1 headwind pose existential risk. Strong cash buffer provides runway but trajectory is sharply negative.
Price action (we called it negative)
at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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