Medifast expects its turnaround to reach profitability in the fourth quarter of 2026, driven by the rollout of its Trilivy metabolic-health platform and additional cost reductions under the Catalyst program. Second-quarter 2026 revenues fell 27.6% year over year to $76.4 million, slightly above the Zacks Consensus Estimate of $76 million, while the loss of 28 cents per share was narrower than the consensus loss of 67 cents. Revenue per active earning coach rose 41% to $6,529, marking a third consecutive quarterly improvement. The company guided for third-quarter revenues of $60 million to $80 million and a loss of 15 cents to 65 cents per share, excluding one-time Catalyst costs, and full-year 2026 revenues of $270 million to $300 million with a loss of 25 cents to $1.75 per share. Management has not yet quantified the new savings target from the Catalyst program, which builds on more than $30 million of previously identified cost savings, but expects to provide more detail with third-quarter results.
MEDIFAST INCQ2 loss narrower than expected, revenue beat, and Q4 2026 profitability target on Trilivy launch and cost cuts
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