USANA Health earnings date
USANA Health (USJ) Q3 2026 Earnings Report
CH:USJ Q3 2026 EPS Results
- Actual EPS
- -CHF 0.09
- Consensus EPS
- CHF 0.09
- Beat/Miss
- Missed by -CHF 0.18
- One Year Ago EPS
- -CHF 0.12
CH:USJ Q3 2026 Revenue Results
- Actual Revenue
- CHF 167.64M
- Expected Revenue
- CHF 177.04M
- Beat/Miss
- Missed by -CHF 9.39M
- YoY Revenue Growth
- -3.64%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 11/03/2026
- Time
- After Close
- Conference Call
- Tuesday, November 3, 2026
USANA Health's next earnings date is estimated for February 9, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
The call was described by management as mixed, with meaningful challenges in Core Nutrition active customers, Rise Wellness performance and the reduced adjusted EBITDA outlook. However, the company reported improved Core profitability, a return to growth in Southeast Asia Pacific, accelerating Hiya subscriber and sales momentum, stronger cash generation, expanded retail distribution and continued progress on its omnichannel strategy. Highlights significantly outweighed the lowlights.
For fiscal year 2026, management expects net sales approaching $900 million and adjusted EBITDA of approximately $77 million, compared with the prior outlook of $80.5 million; Hiya’s net sales outlook was raised to $130 million, with sequential growth in net sales and adjusted EBITDA anticipated, while Core Nutritional net sales are assumed at roughly $740 million within the range we provided at the beginning of the year and $10 million below our most recent outlook. Rise’s outlook assumes certain retail orders currently scheduled for the fourth quarter to ship as planned; if their timing shifts into the first quarter, 2026 results could be modestly below the outlook, with changes in net sales and earnings expected to be realized in 2027. Incentive-plan adjustments are expected to roll out throughout 2027, new product launches are expected in 2027, Hiya margins are expected to go up quite substantially in Q4, and Rise expects to be in 4,100 stores by the end of this year, with club expansion beginning in early Q1.
- Omnichannel Strategy Supported by Debt-Free Balance SheetUSANA is evolving from a single-channel direct-selling company into a diversified omnichannel health and wellness company focused on consumer acquisition and loyalty. The company said its debt-free balance sheet provides flexibility to fund this expansion with discipline.
- Improved Core Nutrition Operating ProfitabilityCore Nutrition generated improved operating profitability through lower event and compensation expenses. Management cited a favorable comparison against a compensation plan in the prior-year quarter that did not repeat and said the cost base is in better shape, creating a stronger foundation for investment.
- Southeast Asia Pacific Returned to GrowthSoutheast Asia Pacific net sales grew 2% year-over-year after declining 13% in the prior quarter, while active customers increased 3% sequentially. Management also reported increased engagement among field leaders, driven by leadership changes, a successful incentive program and reengagement from top brand partner leaders.
- Hiya Customer Acquisition and Sales Momentum ImprovedHiya's results began to improve after a difficult year for digital advertising. The company diversified beyond a single advertising platform through creator and affiliate programs and TikTok Shop; customer acquisition costs declined from the first half of the year, active monthly subscribers grew 18% sequentially with approximately 29,500 net subscribers added, and net sales returned to year-over-year growth. Combined Target and Amazon net sales more than doubled from the second quarter, albeit from a small base.
- Hiya Sales Outlook RaisedReflecting progress at Hiya, management raised the brand's net sales outlook to $130 million.
- Hiya Retention and Lifetime Value Remain StrongManagement said Hiya has historically seen strong retention and lifetime value, with lifetime value described as high and predictable and having increased over the last year. The company expects subscribers added in the third quarter to contribute for a full quarter in the fourth quarter.
- Incentive Plan Changes Increased Brand Partner EngagementThe major incentive plan evolution introduced in July of the prior year moved more money from the back end of the plan to the front end to encourage acquisition and early success. Management said the change has been successful, with increased brand partner engagement, and that brand partner decline is less than preferred customer decline.
- Cash Generation and Liquidity StrengthenedYear-to-date cash from operations totaled $45 million, up from $26 million last year, while free cash flow was $36 million, more than double last year. Inventory was down 13% from year-end, and the company ended the quarter with $179 million in cash and no debt.
- Protein Pop Expanded Retail DistributionProtein Pop is expected to be in 4,100 non-club retail stores by the end of the year, including grocery and Target locations. Management said Protein Pop is the number-one clear protein product in the U.S. based on units per store and dollars per store.
- New Product Pipeline Focused on Women, Kids and LoyaltyUSANA is testing consumer-driven product offerings in U.S. markets and is focusing new product initiatives on women's and kids categories. Management expects these launches to come to fruition in 2027, with product execution intended to support customer loyalty.
- Protein Pop Balance LaunchedProtein Pop Balance launched in Target in September. The product combines prebiotic fiber and protein, contains a lower amount of protein, and is intended to compete in the soda aisle. Management identified it as a key focus for the next year.
- Higher-Margin Retail Opportunity for HiyaManagement said Hiya's retail business has a much higher margin than its direct-to-consumer business. Hiya is currently in Target, where management reported good margins and fairly quick growth, and plans to enter club retail at the beginning of next year and early in the first quarter.
CH:USJ Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 09, 2027 | 2026 (Q4) | 0.10- | 0.49 | ― | ― |
| Nov 03, 2026 | 2026 (Q3) | 0.09-0.09 | -0.12 | 26.67% (+0.03) | |
| Aug 04, 2026 | 2026 (Q2) | 0.35-0.06 | 0.6 | -109.46% (-0.66) | |
| May 05, 2026 | 2026 (Q1) | 0.360.50 | 0.59 | -16.44% (-0.10) | |
| Feb 17, 2026 | 2025 (Q4) | 0.330.49 | 0.52 | -6.25% (-0.03) | |
| Oct 22, 2025 | 2025 (Q3) | -0.12-0.12 | 0.46 | -126.79% (-0.58) | |
| Jul 22, 2025 | 2025 (Q2) | 0.440.60 | 0.44 | 37.04% (+0.16) | |
| Apr 22, 2025 | 2025 (Q1) | 0.570.59 | 0.7 | -15.12% (-0.11) | |
| Feb 25, 2025 | 2024 (Q4) | 0.400.52 | 0.71 | -26.44% (-0.19) | |
| Oct 22, 2024 | 2024 (Q3) | 0.390.46 | 0.48 | -5.08% (-0.02) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
