Shaz
11年前
$NRTI*´.0002¨`*•.¸Charts / News / Targets
NRTI 0.0002 - Targets .0005 / .0008 / .0013
Market Value..........$170,460 a/o Nov 06, 2015
A/S 2,000,000,000 a/o Jul 20, 2015
O/S..852,302,469 a/o Aug 18, 2015
-Restricted, Unrestricted & Float Not Available
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10-Q Ending Jun 30 2015
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ThatBobGuy
12年前
The Market is being exceptionally cruel today.
Earnings per share and revenue all increased but the company issued earnings per share guidance for its 2014 third quarter in the range of 12 cents to 17 cents, below the Capital IQ consensus of 22 cents per share. NTRI also missed on revenue as they reported expecting revenue to be between $85 million and $90 million, compared to the consensus estimate of $94.49 million.
The shares fell in after hours trading and currently is down almost 12% today. The shares are down over $2.00, pretty much wiping out the past 3 month slow and steady gains. I find the sell off strange as the company reported an increase in net income to $8.70 million for the 2014 second quarter, from $6.35 million for the same period last year.
Let's see. They are making money, their forward estimates are bullish and their customer base is rising. Like I said, the market is being quite cruel today...
Go NTRI
investora2z
13年前
As per a recent report, the online weight loss service industry is likely to do well over the next five years. Recession had a negative impact on the growth from 2008-2013, but the growth rate is likely to improve till 2018. Improvement in the economy leading to larger disposable incomes / more discretionary spending is likely to have its impact. The performance of Nutrisystem over the last few quarters has been better than estimates. The improvement in the bottom-line has been particularly good, and it seems that the company will be able to post a full year profit in 2013. For 2013, the EPS outlook was raised, and is now expected to be in the range of 27 to 35 cents. For Q3'13, the EPS is expected between 8 to 13 cents per share. The topline growth has not been consistent, and even in the last quarter, the revenues declined significantly. This may be partly due to the conscious effort of the management to concentrate on higher margin products, but it is important now for the management to focus on this aspect as well. Sales have to be maintained above a critical level, specially in view of the low margins. Competitors like Medifast (MED) have been doing well, while Weight Watchers (WTW) did not report good numbers for Q2. Competition is fragmented and diverse. There is competition from vitamins / mineral supplements companies where new products are being launched all the time. Chromadex Corporation (CDXC) has recently launched a weight loss /diabetes management vitamin derivative. An established player like Nutrisystem can be expected to do well, though things may not be that easy. Meanwhile, the stock price has appreciated strongly over the last 4-5 months. It is 80% above the 52 week low made in April. After such a fast rise, it is good to remain a bit cautious.
investora2z
13年前
The company recently reported good numbers and beat the street estimates for the EPS. The EPS for 2013 is expected to be in the range of $0.27-0.35 compared to the Thomson Reuters consensus estimate of $0.32. Guidance for Q3'13 is for an EPS of $0.08-0.13. In Q2'13, though the revenues were down, the company managed a net profit of $6.36 million. The dividend yield is also above 6%. The cost rationalization efforts and increase in average selling price led to improvement in the earnings. The decline in topline is likely to be arrested in the future quarters as the company is focusing on diversifying sales channels, building the innovation pipeline, and developing new creative and programs for the 2014 diet season launch. So things are looking better for the company, and the possibility of profitability on a full year basis is very high now. Due to its strong position in the market, Nutrisystem is expected to leverage the growth in the diet market to its advantage soon. Once that happens, the future prospects will improve significantly. Growth in the market will only increase the competition. Players like Medifast (MED), Weight Watchers (WTW) are likely to get more aggressive. There is also competition from other segments like the drugs / supplements market. Chromadex Corporation (CDXC) has launched a vitamin derivative Nicotinamide Riboside for weight loss / diabetes management. The recent earnings have increased the positivity about Nutrisystem's future. Citigroup has a price objective of $15, up significantly from $10 earlier. As per the analysts at Citigroup, the management appears to be successfully engineering a turnaround, and the company is still in the early stages of the growth cycle. As per the analysts, increased penetration, increase in price and focus on the high potential client segments will drive the growth further. The zero debt on the balance sheet is another reason to be positive on the company.
investora2z
13年前
A recent report from Marketdata has estimated the size of the diet food home delivery services market to be around $869 million in 2012 ($958 million in 2011). The size is likely to be $904 million in 2013, and around $1.08 billion in 2017 (average growth of 5%). The report mentions that NutriSystem and Medifast have 46% share of this niche market. The growth will surely benefit NutriSystem over the years, and revenues are likely to increase over time. However, the main worry is the profitability. There has been some improvements on this front recently as the losses have reduced, but it remains to be seen whether it will be able to turn positive for the full year 2013. Meanwhile, the stock has already appreciated by more than 55% from its lows in April, and has factored a lot of the future positives. It has corrected slightly from the 52 week high made earlier this month, and is looking a little sluggish. In any case, the investors have been rewarded well, and need to get a bit cautious from here on. The next earnings will hold the key to short term performance of the stock. Any negative surprises or indications will surely lead to more correction in the stock. With growth in the market, and expected turnaround in the economy, the competition is also going to increase. Players like Weight Watchers (WTW) have a long standing presence in the market. Medifast (MED) provides competition. There is competition from other segments like the supplements / drugs market. New drugs, like Nicotinamide Riboside from Chromadex Corporation (CDXC), are launched from time to time. This new vitamin derivative is expected to be useful in weight loss and diabetes management. Nutrisystem has succeeded in making positive noises about the sales growth, and if that gets backed by improvement in margins, the stock will be able to regain strength.
investora2z
13年前
The stock has done well recently and has moved by around 30% in two months. The volumes have not been very high, but the moves have been strong. Still, the stock remains well below the 52 week high of $11.75 made in July. The current strength can take it to those levels if the news flow remains positive. It has shown resilience and momentum by crossing important hurdles. There has been some positive news regarding increased demand for its 5-Day Jumpstart Weight Loss Kit. Production is being increased, and it is being made available at more Walmart Stores. The potential of the segment is huge, and as per a recent report, the Weight Management Market (Diets, Services, and Fitness and Surgical Equipment) is around $265 billion. Weight loss diet is the largest segment out of the three. The overall market is expected to grow to $361 billion in next four years and North America is the Largest Market. There may be some slowing in growth in this market, but Asian markets may continue the good growth. NutriSystem's meal plans are continuously being offered in different ways / different durations etc. The commercial focus is on increasing sales and net margins. Now that the company is looking for innovative ways & products to turnaround, it should keep its options open for looking at new additions to its meal plans. Some companies like Chromadex Corporation (CDXC) provide proprietary natural ingredients to help in weight loss and diabetes management. Chromadex recently launched a new vitamin Nicotinamide Riboside found in milk. For NTRI, the next quarter earnings will determine whether it is on track to meet its promise of turning around on a full year basis in 2013. The stock will get much stronger as soon as there are more signs of that.
investora2z
13年前
$7.5 level has held and it seems that the stock is able to get support there. Twice it has bounced from there to above $9. Despite this, the stock is still down about 16% on a 52 week basis. The recent results were better than expectations and that helped the stock to make another attempt to cross crucial averages. The management was happy about improvement in the gross margins and expects to turnaround on a full year basis in 2013. NTRI is poised to cross the $9 level which has proved to be a problem earlier. So if it is able to cross $9 with volumes and spend some time there, then things will become easier. The key to success is cost rationalization. The company is working hard on that front and the lower revenue for Q1'13 was attributed to reducing focus on loss making segments. For sales growth, NutriSystem will have to be on the lookout for new innovative products. ChromaDex Corporation (CDXC), a small company in the Nutrition / supplement industry, has been quietly building a healthy pipeline of innovative products. Its investors Barry Honig, Dr. Frost etc. have been increasing stake in the company based on the potential of ChromaDex's proprietary ingredients. NutriSystem has to remain on the lookout for offerings from these smaller companies and also look for inorganic growth. This way it can have access to profitable and successful products. This will help smooth the earnings curve and make it a more stable company based on fundamentals. For the stock, longs will be advisable only if it crosses $9. Otherwise, the support levels of ~$7.50 may be a good buying point, but with a strict stop loss. So if it remains range bound, which is a likely scenario, then it is better to trade accordingly. But the future will squarely depend on improvement in the fundamentals.
investora2z
13年前
Nutrisystem was on a downtrend since last few years. There has been a rebound since November last year, and the stock is significantly up from the lows in November. But recent volumes data indicates that the volume support is not there, and the upward momentum is missing. The good part is that the management guidance for 2013 indicates that the company is likely to deliver a net income of 23 to 33 cents per share. Compared with the declining performance on the revenues and net income front over the last few years, this turnaround should provide some strength to the stock during the next few quarters. However, the company's estimate for the first quarter of 2013 remains negative with an expected net loss between 3 to 8 cents per share. In any case, the recent up move indicates that the market may begin to factor some of this expected turnaround. Of course, the management needs to deliver on its promise, and an slippage will be very negative for the stock. The reasons given by the company for dismal performance over the years include economic downturn leading to lower sales and margins, and increased competitor activity. Now that the economies around the world may be limping back to normal, there can be some help from that to boost the revenues. However, the competition is on the rise, and players like Chromadex (CDXC) (with products like BluScience) have achieved success in their products. NTRI would do well to identify similar successful products, and sell them through its outlets. On the upside, the first level to cross will be the 200 day moving average of $8.96, and on the downside the 50 DMA would provide support at $8.52. Despite the downtrend, the company has continued to pay dividends over the years and the current price makes the yield very attractive. Of course, dividends without earnings are not easy to sustain, and it is important that the promised turnaround happens quickly to support capital appreciation and dividend growth.
mlkrborn
16年前
reporting Ok ; plus dividend but down to $16s. Go figure it out?
Nutrisystem, Inc. Reports Fourth Quarter and Full Year 2009 Results; Announces Quarterly Dividend of $0.175 Per Share
Date : 03/01/2010 @ 4:01PM
Source : Business Wire
Stock : Nutrisystem, Inc. (NTRI)
Quote : 18.9 -0.45 (-2.33%) @ 8:30AM
Nutrisystem, Inc. Reports Fourth Quarter and Full Year 2009 Results; Announces Quarterly Dividend of $0.175 Per Share
Nutrisystem, Inc. (NASDAQ: NTRI), a leading provider of weight management products and services, today reported financial results for the fourth quarter and year ended 2009, including adjusted EPS from continuing operations prior to the previously announced one-time impairment charge related to Nu-Kitchen, of $0.18 for fourth quarter 2009 and $1.02 for the full year 2009. Highlights for the quarter and full year ended December 31, 2009 include: Fourth Quarter 2009
* Revenues of $106.2 million as compared to $114.6 million for Q4 2008;
* Operating income from continuing operations of $4.0 million as compared to $8.9 million for Q4 2008;
* Net income of $2.7 million, or $0.09 per diluted share, which included the one- time Nu-Kitchen impairment charge reflected in depreciation and amortization expense. This compares to Q4 2008 net loss of $3.3 million, or $(0.11) per diluted share;
* Adjusted EPS from continuing operations of $0.18 before previously announced Nu-Kitchen one-time impairment charge of $2.9 million (net of tax) or $0.09 per share; and
* Adjusted EBITDA of $14.5 million compared to $13.5 million for Q4 2008. Adjusted EBITDA is defined as income from continuing operations excluding non-cash employee compensation, other income or expense, equity and impairment loss, interest, income taxes and depreciation and amortization.
Full Year 2009
* Revenues of $527.7 million as compared to $687.7 million for 2008;
* Operating income from continuing operations of $43.3 million as compared to $90.1 million for 2008;
* Net income of $28.8 million, or $0.92 per diluted share, which included the one-time Nu-Kitchen impairment charge reflected in depreciation and amortization expense. This compares to 2008 net income of $46.3 million, or $1.45 per diluted share;
* Adjusted EPS from continuing operations of $1.02 before previously announced Nu-Kitchen one-time impairment charge of $2.9 million (net of tax) or $0.09 per share; and
* Adjusted EBITDA of $68.9 million as compared to $106.4 million for 2008. Adjusted EBITDA is defined as income from continuing operations excluding non-cash employee compensation, other income or expense, equity and impairment loss, interest, income taxes and depreciation and amortization.
“2009 was a year of challenges for the U.S. consumer. Our revenue was suppressed by these macro-economic conditions. We were encouraged in the second half of the year as we started to close the gap with improvements in new customer starts and full implementation of cost reductions within the organization,” stated Chairman and CEO Joe Redling. “The macro-economic headwinds continue to impact the diet category, and while the first month of 2010 was challenging we are encouraged by recent signs that year over year growth can be achieved.” The Board of Directors declared the Company’s quarterly dividend of $0.175 per share, payable March 22, 2010, to shareholders of record as of March 11, 2010. While the Company intends to continue to pay regular quarterly dividends, the declaration and payment of future dividends are discretionary and will be subject to determination by the Board of Directors each quarter following its review of the Company’s financial performance.
“In the second half of 2009, we saw improvement in trends in revenue, new customers, gross margin as well as reduced G&A expenses. While we expect these trends to continue into 2010, their impact will be offset in the first quarter by higher media rates and one-time costs related to retail,” said David Clark, Chief Financial Officer. “For the full year 2010, we expect these pressures to subside, and anticipate a modest year-over-year profitability improvement.” Conference Call and Webcast Management will host a webcast to discuss fourth quarter and year end 2009 financial results as well as the outlook for 2010 today at 4:30 PM Eastern time. The webcast will include remarks from Chairman and Chief Executive Officer Joe Redling and Chief Financial Officer David Clark.
NovoMira
16年前
US SMALL/MIDCAPS-Energy, Nutrisystem weigh on stocks
1:45pm EST By Chuck Mikolajczak
NEW YORK, Dec 30 (Reuters) - Mid- and smallcap stocks fell on Wednesday after a government report on crude oil inventories weighed on energy stocks and Nutrisystem Inc <NTRI.O> said it will take a non-cash charge.
The S&P MidCap Energy index <.4GSPE> dipped 0.9 percent while the S&P SmallCap Energy index <.6GSPE> lost 1 percent after U.S. Energy Information Administration data showed crude stocks fell last week, although less than expected. [ID:nN30459251] "A lot of these energy stocks have had a good run and people are maybe looking for excuses to ding them a little bit on light volume," said Eric Marshall, Director of Research at Hodges Capital Management in Dallas, Texas.
Even with Wednesday's declines, the MidCap Energy index is up more than 9 percent while the SmallCap Energy index is up nearly 7 percent for December.
Smallcap Nutrisystem Inc tumbled 6.3 percent to $30.45 after the fitness-products company said it expects to take a non-cash impairment charge of up to $5 million on the value of goodwill and intangibles related to its Nu-Kitchen fresh food delivery business.
NovoMira
17年前
Walgreens, Sam’s Club to sell Nutrisystem plans
Philadelphia Business Journal - by Peter Key Staff Writer
Monday, December 7, 2009, 1:37pm EST | Modified: Monday, December 7, 2009, 1:41pm
Nutrisystem Inc. announced two new distribution channels for its weight-loss programs Monday: Walgreens and Sam’s Club stores.
Horsham, Pa.-based Nutrisystem expects cards for its weight-loss programs to go on sale in the diet section of Walgreens stores Christmas Day, and cards for its 35-day program will go on sale in the gift-card section of Sam’s Clubs in late December.
In October, Nutrisystem (NASDAQ:NTRI) said Sam’s Club’s parent, Bentonville, Ark.-based Wal-Mart Stores Inc. (NYSE:WMT), was making Nutrisystem’s 14-day Starter Program available in its 3,200 locations and on its Web site, Walmart.com.
Nutrisystem announced a distribution arrangement with Issaquah, Wash.-based Costco Wholesale Corp. (NASDAQ:COST) in January.
Walgreens is the only retailer selling the Nutrisystem D weight-loss program for people with Type 2 diabetes. Walgreens also will offer Nutrisystem’s 14-day Ready-to-go Starter Program and the 14-Day Silver Starter Program for mature dieters. In addition to selling the cards at its stores, Deerfield, Ill.-based Walgreen Co. (NYSE:WAG) will sell them on its Walgreens.com Web site.
The 35-day Program being offered at Sam’s Club includes Omega Chews to provide Omega-3s, which are unsaturated fatty acids considered to be beneficial to health. Consumers who buy cards for the programs in a Walgreens or Sam’s Club will have to activate them online or by calling a toll-free number.
NovoMira
17年前
Nutrisystem, Inc. to Present at Citi Small and Mid Cap Conference
On 9:15 am EST, Friday November 13, 2009
HORSHAM, Pa.--(BUSINESS WIRE)--Nutrisystem, Inc. (NASDAQ: NTRI - News), a leading provider of weight management products and services, today announced that Chairman and Chief Executive Officer Joe Redling and Chief Financial Officer David Clark will present at the Citi Small and Mid Cap Conference on Thursday November 19, 2009 at 1:35pm ET at the Citigroup Global Markets Offices in New York, New York.
Management’s presentation will be webcast live and accessible on the Investor Relations page of the Nutrisystem website at www.nutrisystem.com. The webcast replay will be available within 2 hours after the live presentation and will be archived for 90 days.
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