Usana Health Sciences (USNA)

• Market cap: $636M
• 1 day: -3.83%
• 5 days: -9.39%
• 1 month: -15.54%
• 3 months: -13.52%
• 6 months: -26.65%
• Year to date: -38.70%
• 1 year: -35.58%
• 5 years: -57.87%
• 10 years: -35.10%
• Sector: Healthcare
• Industry: Medicinal Chemicals & Botanical Products

About: Usana Health Sciences Inc is a U.S.-based company that is principally engaged in developing, manufacturing, and selling science-based nutritional and personal-care products. The company operates through direct selling. It owns a number of product lines, such as Essentials, which contains core vitamin and mineral supplements; Optimizers, which includes targeted supplements for individuals' health and nutritional needs; Foods, which consists of low-glycemic meal replacement shakes, snack bars, and other related products; and Sense Beautiful Science, which contains personal-care products related to skin and hair. The company conducts business worldwide, including Asia-Pacific, the Americas, and Europe.

Employees: 1,900

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

32% more call options, than puts

Call options by funds: $140K | Put options by funds: $106K

0.71% more ownership

Funds ownership: 54.92% [Q2] → 55.62% (+0.71%) [Q3]

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

6% less funds holding

Funds holding: 155 [Q2] → 146 (-9) [Q3]

15% less capital invested

Capital invested by funds: $473M [Q2] → $402M (-$71.2M) [Q3]

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $35 5% upside
• Avg. target: $35 5% upside
• High target: $35 5% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

DA Davidson Linda Bolton Weiser 41% 1-year accuracy 42 / 102 met price target

5% upside $35

Neutral Maintained

23 Oct 2024