Medifast, Inc. (MED)

Over the past six months, Medifast's stock price has experienced a significant decline. Key events impacting the stock include Q3 2025 earnings where Medifast reported a net loss, Q1 2025 earnings where revenues and EPS were within the guidance range, and Q4 2024 earnings where revenue was at the upper end of guidance and EPS was above guidance. Analyst revisions include Zacks Research cutting its FY2025 EPS estimates for Medifast and Wall Street Zen downgrading shares from "hold" to "sell". The growing adoption of GLP-1 medications for weight loss has been consistently cited as a significant challenge impacting client acquisition and coach productivity.

Specific detailed information regarding the demand seasonality for Medifast, Inc. products and services is not explicitly provided. However, platforms offer tools to analyze historical monthly returns and identify seasonal patterns for MED stock.

Medifast, Inc. is an American health and wellness company based in Baltimore, Maryland, specializing in habit-based and coach-guided lifestyle solutions. It operates within the Commercial Services sector, specifically in the Weight Loss Services and Online Weight Loss Services industries, and utilizes a multi-level marketing model. Medifast's primary brand is OPTAVIA, which offers a range of products known as Fuelings, and also provides GLP-1 support plans.

Medifast, Inc. primarily operates in the United States, but its geographic footprint also extends to Singapore and Hong Kong. The company maintains a global customer support call-center network with multi-lingual capabilities, operating from the United States, Guatemala, and Colombia.

In the past year, Medifast has been actively working to reposition its brand from a pure weight-loss company to a leader in promoting metabolic health. Key events and initiatives impacting brand reputation include a strategic pivot to metabolic health, a partnership with LifeMD, and new product launches. Despite these strategic moves, Medifast has faced declining sales and difficulties in customer acquisition.

Medifast, Inc. has a mixed ownership structure, with institutional shareholders holding a significant percentage of the company, along with Medifast insiders and retail investors. Major institutional owners include BlackRock, Inc., Renaissance Technologies Llc, and Vanguard Group Inc. Notable individual or insider owners include Steel Connect Inc, Rninv Limited Partnership, Glenn W. Welling, and Bradley T. MacDonald.