Medifast Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 2 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Active Earning Coaches Quarterly14KTarget: Stabilization and subsequent growth in coach count
Average Revenue per Active Earning Coach Quarterly5.4KTarget: Continued sequential and year-over-year productivity growth
Quarterly Revenue Quarterly76MTarget: 60,000,000 to 80,000,000 (Q2 2026 Guidance)
Cash, Cash Equivalents, and Investment Securities Quarterly168.9MTarget: Maintain strong liquidity with zero debt
Watch Items
- GLP-1 Medication Disruption and Client Acquisition PressureTrigger: Further acceleration of GLP-1 adoption leading to steeper declines in active coach countsAction: Accelerate clinical integration partnerships and expand the OPTAVIA GLP-1 Nutrition Support Kit marketing
- Execution of Leadership Transition under Nicholas JohnsonTrigger: Disruption in field operations or coach engagement following the June 1, 2026 CEO transitionAction: Increase direct communication from the new CEO to the coach network and align field incentives
- Board Composition and Activist Cooperation with Steamboat CapitalTrigger: Disagreements on capital allocation or strategic direction with newly appointed directors Parsa Kiai and Jeff RoseAction: Maintain active dialogue through the Board's annual committee reviews and adhere to the Cooperation Agreement terms
Research as of 19 Jun 2026