USANA Shares Slide 8.8% After Q4 Revenue $226.2M Beat and Margin Collapse
USANA Health Sciences reported Q4 revenue of $226.2 million meeting estimates and adjusted EPS of $0.60, 46.3% above forecasts, but operating margin plunged to 1.7% from 3.8% and gross margin also fell year-over-year. Shares fell 8.8% following the earnings release.
1. Fourth-Quarter Performance
USANA reported Q4 2025 revenue of $226.2 million, in line with projections, and delivered adjusted earnings of $0.60 per share, 46.3% above forecasts, though down from $0.64 a year ago.
2. Margin Deterioration
The company’s operating margin slid to 1.7% from 3.8% in Q4 2024, while gross margin also contracted, signaling cost pressures or weaker pricing power eroded profitability.
3. Stock Reaction and Volatility
Shares dropped 8.8% on the earnings announcement as investors reacted to deteriorating margins; the stock has recorded 14 moves greater than 5% over the last year and sits 46.3% below its 52-week peak.