USANA Health Sciences, Inc. reported fourth‑quarter 2025 results that included net sales of $226.2 million, a net loss of $1.8 million, and a diluted earnings per share of –$0.10. Adjusted diluted EPS reached $0.60 and adjusted EBITDA was $27.3 million, a performance that beat consensus estimates of $0.41 for adjusted EPS by $0.19, largely because cost controls and stronger performance in the Hiya and Rise Wellness brands offset the impact of impairment and restructuring charges.
For the full year 2025, USANA posted net sales of $925.3 million, net earnings of $10.8 million, and a diluted EPS of $0.58. Adjusted diluted EPS for the year was $1.93 and adjusted EBITDA totaled $101.3 million. Net sales grew 8% year‑over‑year, driven by the Hiya platform, while the core nutritional business saw an 8% decline in sales and a drop in active customers to 387,000 from 454,000 in 2024.
Segment performance highlights that Hiya’s direct‑to‑consumer subscription platform added 181,700 active monthly subscribers in the quarter, while Rise Wellness continued to expand, contributing to the overall growth. The core nutritional channel, however, experienced a contraction in both sales and customer base, underscoring the transition challenges the company faces.
Management emphasized that the quarter’s results were in line with preliminary guidance and that the core nutritional business is showing signs of stabilization. CEO Kevin Guest noted modest sequential net sales growth in key markets and solid year‑over‑year growth from Hiya and Rise. CFO Doug Hekking added that net sales were ahead of expectations, but GAAP results were impacted by one‑time impairment and restructuring charges.
USANA’s fiscal 2026 outlook projects consolidated net sales between $925 million and $1.0 billion and adjusted diluted EPS between $1.95 and $2.29. The guidance reflects management’s confidence in a stabilizing core business and continued growth in the omnichannel brands, while acknowledging the costs associated with the transition.
Investors reacted positively to the earnings release, citing the adjusted EPS beat and revenue that met expectations, as well as the forward guidance that signals confidence in the company’s strategic shift.
Headwinds for the company include ongoing customer acquisition challenges in the core nutritional segment and margin compression to 1.7% from 3.8% in the same quarter last year, driven by lower profitability in the omnichannel brands and one‑time charges. Tailwinds are the growth momentum in Hiya and Rise Wellness and the strategic diversification that positions USANA for long‑term resilience.
In summary, USANA Health Sciences is navigating a transition that involves short‑term costs but is laying the groundwork for sustained growth through its omnichannel strategy, with management maintaining a cautious yet optimistic outlook for the coming year.
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