USANA Health Sciences (USNA) Is Down 25.4% After Weak Q3 Outlook and Compensation Plan Impact—What’s Changed

Recently, USANA Health Sciences announced preliminary third-quarter results that missed expectations, with the company anticipating a net loss of US$6.5 million compared to a profit a year earlier. This reflects the impact of a new Brand Partner compensation plan and weaker Hiya direct-to-consumer sales, both of which contributed to a sharper slowdown in sales and productivity. We’ll examine how the new compensation plan’s effect on sales momentum could alter the company’s investment outlook going forward.

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USANA Health Sciences Investment Narrative Recap

To be a shareholder in USANA Health Sciences, you need confidence in its ability to modernize its direct sales approach, improve distributor engagement, and sustain relevance amid intense competition and market shifts. The recent preliminary third-quarter guidance, which included a net loss and missed expectations, raises fresh questions about whether the retooled Brand Partner compensation plan will revive sales momentum or amplify current distributor and customer attrition risks. In the near term, the performance of this new plan is both the biggest catalyst and risk to the business, as rapid improvement or further declines in productivity could shape the investment case substantially.

Among recent announcements, the Q2 2025 earnings update is most relevant: while sales climbed year-over-year to US$235.85 million, earnings trended lower, a sign that sales growth alone may not be enough if productivity and margins come under further pressure. Going forward, how quickly USANA can leverage its compensation plan changes to reverse the decline in profitability will be key for investors evaluating near-term prospects.

However, the uncertainty around distributor engagement and customer retention today is something every investor should be aware of...

Read the full narrative on USANA Health Sciences (it's free!)

USANA Health Sciences' outlook anticipates $1.1 billion in revenue and $76.0 million in earnings by 2028. This projection involves an 8.4% annual revenue growth rate and a $41.9 million earnings increase from the current $34.1 million.

Uncover how USANA Health Sciences' forecasts yield a $39.00 fair value, a 92% upside to its current price.

Exploring Other PerspectivesUSNA Earnings & Revenue Growth as at Oct 2025

Simply Wall St Community members provided two fair value estimates for USANA Health Sciences, ranging from US$39.00 to US$64.28 per share. Against this wide backdrop of opinion, the immediate challenge of restoring brand partner productivity could have broad implications for the company’s earnings power and near-term direction, see how your views measure up against others in the market.

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Explore 2 other fair value estimates on USANA Health Sciences - why the stock might be worth just $39.00!

Build Your Own USANA Health Sciences Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your USANA Health Sciences research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Our free USANA Health Sciences research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate USANA Health Sciences' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include USNA.

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