AI Earnings Predictions for USANA Health Sciences Inc. (USNA)

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USANA Health Sciences Reports Third Quarter 2026 Results

Hiya Active Monthly Subscribers Increase 18% Sequentially; Core Nutritional Operating Margin Expands; Company Generates $36 Million in Year-to-Date Free Cash Flow

SALT LAKE CITY, November 3, 2026 (BUSINESS WIRE)—USANA Health Sciences, Inc. (NYSE: USNA) today announced financial results for its fiscal third quarter ended October 3, 2026.

Key Financial Results

Third Quarter 2026 vs. Third Quarter 2025

•Net sales of $206 million versus $214 million.

•Net loss of $(5.6) million versus $(6.5) million.

•Diluted EPS of $(0.30) as compared with $(0.36).

•Adjusted diluted EPS(1) of $(0.11) as compared with $(0.15).

•Adjusted EBITDA(2) of $12.1 million versus $13.8 million.

•Core Nutritional Active Customers of 356,000 versus 388,000.

•Hiya Active Monthly Subscribers of 195,500 versus 193,400.

•Company updates fiscal 2026 guidance to net sales approaching $900 million and Adjusted EBITDA(2) of $77 million.

Q3 2026 Consolidated Performance

Q3 2026

Year-Over-YearSequentially

Net Sales $206 million

-4% (+$4 million or +2% FX impact)

-8%

Net Loss* $(5.6) million

N/A

N/A

Diluted EPS $(0.30)

N/A

N/A

Adjusted Diluted EPS(1)

$(0.11)

N/AN/A

Adjusted EBITDA(2)

$12.1 million

-13%

-44%

*Income tax expense of $6 million added to a pretax loss of $(1) million for Q3 2026.

Net Loss, EPS and EBITDA figures represent amounts attributable to USANA and exclude the noncontrolling interest of 21.2% in Hiya.

“As we continue our transformation to an omnichannel health and wellness company, our third quarter results were mixed, with meaningful improvement in some areas and results that fell short of our expectations in others,” said Kevin Guest, Chairman and Chief Executive Officer. “We are investing across each of our businesses to strengthen their long-term competitive position and made clear progress in key areas. At Hiya, as customer acquisition began responding positively during the quarter, we increased marketing spend to build on that traction, which pressured margins but generated an 18% sequential increase in active subscribers and returned the segment to year-over-year net sales growth. Additionally, our Core Nutritional business expanded its operating margin from a year ago on a leaner cost structure despite lower net sales. While we have more work to do in growing Core Nutritional active customers and net sales at Rise Wellness, we believe we have the right strategies in place.

“In Core Nutritional, rebuilding our active customer base is our top priority and our single largest growth lever. For example, active customers in the Southeast Asia Pacific region grew 3% sequentially in the third quarter, demonstrating what works when our initiatives and execution align. We are evolving our Brand Partner incentive plan to more directly reward growth in active customers, investing in digital marketing to build awareness of the USANA brand, and advancing product innovation that we plan to begin introducing in 2027.

“At Hiya, our investment in customer acquisition is producing encouraging early returns. Notably, Hiya added approximately 29,500 net active monthly subscribers sequentially, customer acquisition costs declined noticeably from the first half of the year and net sales through Target and Amazon more than doubled from the second quarter. Because Hiya is predominantly a subscription business today, the subscribers we add support results in future quarters. Additionally, Hiya continues to make progress in broadening its reach beyond direct-to-consumer, and we look forward to providing updates in early 2027.

“At Rise Wellness, we are building on a strengthening retail foundation and working towards improved margins. As planned, we launched Protein Pop Balance nationally at Target and online in September, and Target sales grew strongly from the second quarter. Our focus is converting this progress into consistent, profitable growth.”

Q3 2026 Segment Results

Core Nutritional

Core Nutritional

Q3 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Net Sales $171 million

-3%

-6%

-11%

Active Customers 356,000

-8% N/A -7%

Asia Pacific Region

Q3 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Net Sales $138 million

-1%

-4%

-12%

Active Customers 283,000

-8% N/A -8%

Asia Pacific Sub-Regions

Q3 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Greater ChinaNet Sales $94 million

+1%

-3%

-18%

Active 192,000

-9% N/A -11%

Customers

North AsiaNet Sales $14 million

-20%

-18%

+3%

Active 30,000

-19% N/A -6%

Customers

Southeast Asia PacificNet Sales $30 million

+2%

+2%

+4%

Active 61,000 FlatN/A +3%

Customers

Americas and Europe Region

Q3 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Net Sales

$33 million

-11%

-12%

-5%

Active Customers 73,000

-9% N/A -5%

Hiya Health

Q3 2026

Year-Over-Yea

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USANA Health Sciences Reports First Quarter 2026 Results

Company Continues to Make Significant Progress on Transformation to Becoming a Leading Omnichannel Health and Wellness Platform

SALT LAKE CITY, May 5, 2026 (BUSINESS WIRE)—USANA Health Sciences, Inc. (NYSE: USNA) today announced financial results for its fiscal first quarter ended April 4, 2026.

Key Financial Results

First Quarter 2026 vs. First Quarter 2025

•Net sales of $250 million versus $250 million.

•Net earnings of $7.5 million versus $9.4 million.

•Diluted EPS of $0.41 as compared with $0.49.

•Adjusted diluted EPS(1) of $0.61 as compared with $0.73.

•Adjusted EBITDA(2) of $28.4 million versus $29.8 million.

•Core Nutritional Active Customers of 404,000 versus 459,000.

•Hiya Active Monthly Subscribers of 186,000 versus 224,000.

•Company reiterates fiscal 2026 guidance.

Q1 2026 Consolidated Performance

Q1 2026

Year-Over-YearSequentially

Net Sales $250 million

Flat (+$8 million or +3% FX impact)

+11%

Net Earnings

$7.5 million

-20%

N/A

Diluted EPS $0.41

-16% N/A

Adjusted Diluted EPS(1)

$0.61

-16%

+2%

Adjusted EBITDA(2)

$28.4 million

-5%

+4%

Net earnings, EPS and EBITDA figures represent amounts attributable to USANA and excludes the noncontrolling interest of 21.15% in Hiya.

“Our first quarter 2026 results reflect USANA’s continued evolution from a single-channel direct sales business to a diversified, omnichannel health and wellness enterprise," said Kevin Guest, Chairman and Chief Executive Officer. "Our omnichannel platform is intended to provide multiple growth engines, and early progress across our three segments reinforces confidence that our strategy will deliver sustained incremental value over time. The Core Nutritional business delivered solid sequential improvement during the quarter, driven by growth in total active customers in China in addition to continued focus on accelerating our new product launch initiatives. Meanwhile, Hiya established the operational foundation for a meaningfully stronger second half of the year and Rise Wellness generated triple-digit growth as Protein Pop hit Costco shelves nationwide.

“As we look ahead, the investments we are making today in product innovation, brand building, channel expansion, and technology modernization reinforce confidence in our strategic direction. These investments position us to compete effectively across the full spectrum of health-conscious consumer shopping preferences. We are committed to advancing our omnichannel strategy with urgency and discipline."

Q1 2026 Segment Results

Core Nutritional

Core Nutritional

Q1 2026

Year-Over-YearSequentially

Net Sales $204 million

-3%

+7%

Active Customers 404,000

-12%

+4%

Asia Pacific Region

Q1 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Net Sales $169 million

-2%

-6%

+12%

Active Customers 326,000

-13% N/A +7%

Asia Pacific Sub-Regions

Q1 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Greater ChinaNet Sales $123 million

+4%

Flat

+23%

Active 235,000

-7% N/A +13%

Customers

North AsiaNet Sales $15 million

-19%

-18%

-9%

Active 32,000

-29% N/A -9%

Customers

Southeast Asia PacificNet Sales $31 million

-14%

-20%

-10%

Active 59,000

-21% N/A -6%

Customers

Americas and Europe Region

Q1 2026

Year-Over-YearYear-Over-Year (Constant Currency)Sequentially

Net Sales

$35 million

-6%

-10%

-13%

Active Customers 78,000

-8% N/A -4%

Hiya Health

Q1 2026Year-Over-YearSequentially

Net Sales $32 million

-13%

+7%

Active Monthly Subscribers 186,000

-17%

+2%

Rise Wellness

Q1 2026

Year-Over-YearSequentially

Net Sales $14 million

+741%

+143%

Balance Sheet

The Company ended the quarter with $163 million in cash and cash equivalents and $14 million of debt. As of April 4, 2026, inventory totaled $99 million, a decrease of approximately $8 million, or -7% compared to balances at year-end 2025. This decrease

was driven by strong performance by Rise Wellness, particularly from the fulfillment of orders with key retailers.

The Company did not repurchase any shares during the quarter and has approximately $34 million remaining under the current share repurchase authorization as of the end of the first quarter.

Fiscal Year 2026 Outlook

The Company is reiterating its outlook for fiscal year 2026, as follows:

Fiscal Year 2026 Outlook

Range

Core Nutritional business net sales $720 to $765 million*

Hiya net sales$140 to $155 million

Rise Wellness net sales$65 to $80 million

Consolidated net sales$925 million to $1.0 billion

Net earnings

$20 million to $27 million

Diluted EPS $1.11 to $1.45

Adjusted diluted EPS(1)

$1.95 to $2.29

Adjusted EBITDA(2)

$101 million to $109 million

*Reflects an expected favorable currency exchange rate impact of approximately $19 million, or 3% on net sales and one less week of operations compared to fiscal year 2025 which was a 53-week year.