Added to YB: 2025-06-20
Pitch date: 2025-06-18
MED [bearish]
Medifast, Inc.
+18.4%
current return
Author Info
No bio for this author
Company Info
Medifast, Inc., through its subsidiaries, operates as a health and wellness company that provides habit-based and coach-guided lifestyle solutions for weight loss in the United States.
Market Cap
$116.7M
Pitch Price
$14.24
Price Target
9.50 (-18%)
Dividend
N/A
EV/EBITDA
38.60
P/E
-4.86
EV/Sales
-0.08
Sector
Personal Care Products
Category
value
$MED Short -- PT 9.5/sh 30% downside, 0% upside. Decent short here because of the 0% upside -- it's not a net net yet!
MED short: PT $9.5 (30% downside). Formerly profitable MLM weight-loss company crushed by GLP-1s. Revenue -30% QoQ, SG&A exceeds gross profit in Q1. Liquidation value ~$10/sh ($110M) vs. current $13/sh with potential $5-10M annual cash burn. Failed $30M LFMD investment. Likely headed for bankruptcy like Jenny Craig.
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