Summary
The wellness industry and personalized nutrition are on rise.
Nutrisystem is a leading weight loss and personalized nutrition provider.
Valuation suggests the company's shares offer a solid return potential.
Investment thesis
Nutrisystem (NTRI) is a leading provider of science-backed personalized nutrition that has grown substantially over the last five years and noticeably improved its operations. I believe Nutrisystem is to capitalize on the incoming wave of wellness and advanced medical services and products which are very likely just at their beginning.
Company profile
Nutrisystem is a leader in the weight management industry, providing personalized nutrition, weight loss programs, counseling and meal plans for more than 45 years. The company’s meal plans include over 235 nutritionally balanced food options sold primarily online and over the phone and at selected retail store locations. Since 2008, the company’s shares are part of the S&P 600 index and aggregating U.S. top consumer discretionary companies. Although the company’s shares have been trading on the Nasdaq stock exchange since 2004, it started to be covered by analysts just five years ago, which suggests the company’s story is still relatively underfollowed and the health and wellness industry’s momentum called by Paul Zane Pilzer in his book The Next Trillion has started taking off just in recent years.
