Feb. 20, 2019 - NutiSystem reported its full-year 2018 and 4th Quarter result, along with new partner Tivity health. CEO Dawn Zier said: " To provide some color around the start of 2019, our early diet season trends indicate mixed results. On the program and product innovation front, our focus has been on personalized nutrition…
Read moreMystery J.P. Morgan Call on Weight Watchers – By J. LaRosa
Jan. 16, 2019 J.P. Morgan analyst Christina Brathwaite recently downgraded WTW stock due to "channel check" that indicated falling interest in WW. She claims that traffic to the WW website is down year over year, spelling trouble for enrollments, and that the app Noom is providing competition. Well, I have a problem with this assessment.…
Read moreWellness May Be A Tough Sell for Diet Companies – By J. LaRosa
Jan. 15, 2019 What do most consumers think about when they hear the term "wellness"? Some may think about being free of any disease, or being physically fit, or mentally fit. Do they also think about weight loss? Maybe. Maybe not. In any case, in America the term wellness has always been kind of vague…
Read moreJenny Craig Takes Different Path – By J. LaRosa, Marketdata
Jan. 9, 2019 A recent interview by the news site Cheddar, with Jenny Craig CEO Monty Sharma, revealed that the company is not stressing the wellness aspect of its program, in contrast to competitors such as WW (Weight Watchers). Mr. Sharma claims that consumers are confused by the term "wellness". Rather, the company is placing…
Read moreWW Is Recession-Resistant, Says Analyst – By J. LaRosa, Marketdata
Jan. 3, 2019 More people are beginning to use the "R" word - recession. Diet companies are included. WW, formerly known as Weight Watchers International Inc. , is one of the health and beauty companies in the D.A. Davidson coverage universe that's "recession resistant," analysts wrote in a Thursday note. Analysts used eight criteria to…
Read moreNutriSystem Acquired by Tivity Health – Then There Were Three
Dec. 10, 2018 Tivity Health, a leading provider of fitness and health improvement programs, and Nutrisystem, Inc. today announced that they have entered into a definitive agreement under which Tivity Health will acquire all of the outstanding shares of Nutrisystem for a combination of cash and stock. Under the terms of the agreement, Nutrisystem shareholders…
Read moreCommercial Weight Loss Centers On Pace For 18% Sales Gain In 2018
Dec. 4, 2018 Based on individual public company-provided guidance for expected full-year revenues, as of the end of the 3rd quarter of 2018, Marketdata estimates that commercial weight loss companies will post a strong 18% sales gain this year. The industry has not seen a sales gain this large in a long time. This segment…
Read moreWeight Watchers Q3 Results – Stock gets Hammered
Nov. 2, 2018 -- WW stock was tanking on Friday morning, down as much as 28%, as the company beat earnings expectations but missed what analysts were calling for on the revenue front. The total subscribers fell again, from 4.5 million in the 1st quarter to 4.2 million by the 3rd quarter. Revenue was strong for…
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