USANA Health Sciences, Inc. (USNA)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-11-05
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-11-05
QuarterlyIQ Insights · USNA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“In Core Nutritional, rebuilding our active customer base is our top priority and our single largest growth lever.
Stated in 3 of 3 supplied quarters. Management reported: ““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.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““In Core Nutritional, rebuilding our active customer base is our top priority and our single largest growth lever.”
“We are continuing to evolve our Brand Partner incentive plan, accelerate product innovation, and modernize our technology infrastructure.”
“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 pro…”
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 A…
Stated in 3 of 3 supplied quarters. Management reported: “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.” “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.”
“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 A…”
““Hiya’s talented management team continues to embrace the opportunity to leverage their brand across additional channels to reach a broader consumer base, while continuing to build on strong performa…”
“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.”
Our focus is converting this progress into consistent, profitable growth.”
Stated in 3 of 3 supplied quarters. Management reported: “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.””
“Our focus is converting this progress into consistent, profitable growth.””
“Rise Wellness’ high growth protein beverage brand, Protein Pop, is just a year old, and continues to attract new retailers, expand its presence with existing retailers and create the foundation for a…”
“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.”
“We remain confident in USANA's strategic transformation from a single-channel direct sales business into a diversified, omnichannel health and wellness company built on consumer acquisition and loya…
“Our GAAP net loss and negative Adjusted diluted EPS this quarter reflect lower-than-expected commercial performance from Hiya and Rise, and we’ve updated our full-year outlook accordingly,” said Dou…
Over the trailing year it converted 1.37x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 58% for the rest of the cohort, n=2069).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Staples names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=2613).
Not investment advice. As of 2026-11-05.