USANA Health Sciences, Inc. (USNA)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
QuarterlyIQ Insights · USNA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 1.8% |
| Our one-year growth estimate | diamond | 2.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 0.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and missed its most recent quarter. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 18 industry peers
USNA — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, USANA Health Sciences, Inc. (the “Company” or “USANA”) issued a press release announcing its financial results for the second quarter ended July 4, 2026. The release also announced that the Company will post a document titled “Management Commentary” on the Company’s website and that executives of the Company will hold a conference call with investors, to be broadcast over the World Wide Web and by telephone and provided access…
Why it matters: Growth signals in the sector could impact USANA's performance. A positive trend would support USANA's growth story.
Watch forConsumer staples revenue growth speeds up to above 3% year over year.
Also watch forConsumer staples revenue growth falls below 1% year over year.
Why it matters: Rise Wellness is growing fast. This shows that USANA's new products are successful.
Supportive ifRise Wellness sales exceed $21 million in Q2.
Worry ifRise Wellness sales fall below $10 million in Q2.
Why it matters: Lower guidance shows ongoing problems. This could cause negative reactions in the market.
Worry ifFiscal 2026 revenue guidance is now below $910 million.
Less concerning ifFiscal 2026 revenue guidance remains at $910 million or higher.
Why it matters: A lower EPS shows the business is still struggling. This can hurt investor trust.
Worry ifQ2 adjusted diluted EPS reports a loss greater than $(0.07).
Less concerning ifQ2 adjusted diluted EPS shows a loss less than or equal to $(0.07).
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$213 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $418 loss on $10,000 · 4.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,959 loss on $10,000 · 59.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If revenue growth picks up, it shows USANA is overcoming sector challenges. This could improve investor confidence.
Supportive ifRevenue growth reported above 4% year over year in the next earnings report.
Worry ifRevenue growth remains below 4% year over year in the next earnings report.
Why it matters: Hitting the lower end of EPS guidance shows better earnings quality.
Supportive ifAdjusted EPS reaches at least $1.11 for the fiscal year.
Worry ifAdjusted EPS falls below $1.00 for the fiscal year.
Why it matters: A downward revision shows management does not believe they can meet past goals.
Worry ifFiscal 2026 guidance was updated to show lower net sales expectations for Hiya and Rise.
Less concerning ifFiscal 2026 guidance is the same or better. This shows confidence in recovery.
Why it matters: Strong revenue growth shows USANA is doing well with its omnichannel strategy.
Supportive ifQ2 revenue growth above 10% compared to Q1 would confirm strong momentum.
Worry ifIf Q2 revenue growth is below 5%, it means USANA has trouble gaining customers.
Why it matters: Meeting or exceeding the revenue guidance would show USANA's growth strategy is working. It would also help restore investor confidence after a flat Q1.
Supportive ifIn Q2 2026, net sales were over $925 million.
Worry ifIn Q2 2026, net sales were below $925 million.
Why it matters: Meeting or exceeding revenue guidance shows USANA is on track for growth. This supports investor confidence.
Supportive ifQ2 revenue reported at or above $231M, aligning with the guidance of $925M to $1.0B for FY 2026.
Worry ifQ2 revenue is under $231M. This shows challenges in reaching the annual growth goal.
Why it matters: If it drops below this level, USANA may struggle to make money.
Worry ifQ2 net sales reported below $220 million.
Less concerning ifQ2 net sales reported above $220 million.
Why it matters: A drop below this number would indicate ongoing challenges in subscriber growth for Hiya.
Worry ifHiya's active monthly subscribers fell below 160,000.
Less concerning ifHiya's active monthly subscribers rose above 160,000.