NTRI mit Abnehmen Kohle verdienen! - 500 Beiträge pro Seite

[Dere]

Analysten-Bewertung - 01.11.05
NutriSystem Top-Empfehlung


Die Aktie von NutriSystem (/ ) gehört zu den Top-Empfehlungen der Experten von "Global Biotech Investing". NutriSystem sei in der laufenden Earning-Season erneut zum absoluten Überflieger im Bereich Nutritional Supplement avanciert. Für das 3. Quartal habe das Unternehmen eine wahre Umsatzexplosion gegenüber dem Vorjahr melden können. Der Umsatz sei um 743% auf 64,5 Mio. USD explodiert. Der Gewinn sei von 121.000 USD auf 7,2 Mio. USD in die Höhe geschossen. Auf 9-Monats-Basis seien die Umsätze um 374% auf 142,9 Mio. USD gestiegen. Somit habe das Unternehmen die eigenen Erwartungen schlagen können und blicke nach wie vor optimistisch in die Zukunft. Im gesamten Jahr werde nun mit einem Nettogewinn von 0,58-0,59 USD je Aktie gerechnet. Die Umsätze würden zwischen 201 Mio. USD und 206 Mio. USD prognostiziert. Außerdem gehe NutriSystem von einem großartigen Geschäftsjahr 2006 aus. Ebenso explosiv wie die Geschäftsentwicklung sei auch die Entwicklung des Aktienkurses. Seit die Experten das Papier zu Beginn des Jahres zum Kauf empfohlen hätten, habe sich der Wert mehr als versechsfacht. Nach diesem Quartalsbericht gehen die Experten von "Global Biotech Investing" fest davon aus, dass NutriSystem das Ende der Fahnenstange noch lange nicht erreicht haben dürfte.

Quelle: Global Biotech Investing

[Dere]

[Dere]

NutriSystem, Inc. Announces Results for Third Quarter 2005; Third Quarter 2005 Revenues Up 743% Year over Year; Full Year 2005 Revenues Now Expected to be Above $200 Million
TUESDAY, OCTOBER 25, 2005 4:01 PM
- BusinessWire


HORSHAM, Pa., Oct 25, 2005 (BUSINESS WIRE) -- NutriSystem, Inc. (NTRI) , a leading provider of weight management and fitness products and services, today announced results for the third quarter ended September 30, 2005, including:

-- An increase of 743% in revenues to $64,518,000 in the third quarter 2005 compared to $7,655,000 in revenues in the third quarter of 2004;

-- Revenues in the first nine months of 2005 increased 374% to $142,889,000, compared to $30,117,000 in the first nine months of 2004;

-- Strong growth in operating income of over 5,000% to $11,115,000 in the third quarter of 2005 compared to $189,000 in the third quarter of 2004;

-- Operating income in the first nine months of 2005 grew 782% to $23,635,000 compared to $2,681,000 in the same period in 2004;

-- An increase in net income to $7,195,000 ($0.19 per diluted share) in the third quarter 2005 as compared to net income of $121,000 ($0.00 per diluted share) generated in the third quarter of 2004; and

-- The sum of cash and cash equivalents and short term investments amounted to $54,669,000 at September 30, 2005.

"Third quarter revenues again came in above our expectations due to the effectiveness of our marketing programs," said Michael J. Hagan, Chairman and Chief Executive Officer. "The combination of higher than expected new customer counts and lower than expected customer acquisition costs underscores the momentum we`re beginning to see in our business. This is a good leading indicator for us for 2006."

Direct channel revenues reached $57,670,000 in the third quarter of 2005, an 814% increase over the same period in 2004. The Company added approximately 115,100 Direct channel new customers, a 1,000% increase from approximately 9,700 new customers in the third quarter 2004.

"We are particularly pleased with the positive trends we see going from the second quarter to the third quarter 2005," said James D. Brown, Executive Vice President and Chief Financial Officer. "Traditionally, in the weight loss industry, the third quarter is weaker than the second, but we increased revenues by 58% going from the second to the third quarter and nearly doubled new customer count for the Direct channel from about 58,000 to 115,000. We also reduced our new customer acquisition cost from $150 in the second quarter to $130 in the third quarter even though we increased non-media spending in marketing by over $1 million from quarter to quarter. Operating income was 17.2% of revenues in a quarter of accelerating media spend, once again demonstrating the financial power of our business model."

Fourth Quarter and Full Year 2005 Outlook

For the fourth quarter of 2005, the Company estimates that revenues will be $58 to $63 million, operating income will be $9.5 to $10.5 million, and diluted earnings per share to be $0.16 to $0.17. Using the low end of the ranges, this represents expected growth in the fourth quarter of 2005 of approximately 635% in revenues, compared to the fourth quarter 2004, during which the Company reported an operating loss of over $1 million. Further, the Company expects to add at least 100,000 Direct channel new customers in the fourth quarter of 2005, which represents an expected increase of approximately 650% as compared to the fourth quarter of the prior year.

For the full year 2005, the Company estimates that revenues will be $201 to $206 million, operating income will be $33 to $34 million, and diluted earnings per share to be $0.58 to $0.59.

"We`re pleased with the momentum we`re building in the business and we believe we`re on track for a great 2006 as well," Hagan concluded. "Success, convenience and value are the three `pillars` of our value proposition, and they also resonate quite well with today`s dieter."

Conference Call and Webcast

Management will host a conference call and simultaneous webcast to discuss third quarter 2005 financial results today at 5:00 PM Eastern time. The conference call will include remarks about the quarter and the Company`s outlook from members of the NutriSystem senior management team including Chairman and Chief Executive Officer Michael Hagan, President and Chief Operating Officer George Jankovic, and Executive Vice President and Chief Financial Officer James D. Brown. Interested parties may participate in the conference call by dialing 800-299-8538 (international: 617-786-2902) 5-10 minutes prior to the initiation of the call. The access code is 85793670. A replay of the conference call will be available through November 1, 2005 by dialing 888-286-8010 (international: 617-801-6888) and entering access code 83804033. A webcast of the conference call will also be available for 60 days under the investor information section of the NutriSystem website, www.nutrisystem.com.

About NutriSystem, Inc.

Founded in 1972, NutriSystem (NTRI) is a leading provider of weight management and fitness products and services. The Company offers a weight loss program based on portion-controlled, lower Glycemic Index prepared meals. The program has no membership fees and provides free online and telephone counseling.

Forward-Looking Statement Disclaimer

This press release may contain forward-looking statements that are made pursuant to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Statements regarding NutriSystem`s outlook and guidance for the fourth quarter of 2005 and the full year 2005, its expectations regarding its ability to continue its growth while maintaining costs, statements about momentum in its business and other statements that are not statements of historical fact constitute forward-looking statements. These forward-looking statements involve a number of risks and uncertainties, which are described in NutriSystem, Inc.`s Annual Report on Form 10-K and its other filings with the Securities and Exchange Commission. The actual results may differ materially from any forward-looking statements due to such risks and uncertainties. NutriSystem, Inc. undertakes no obligation to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this release.

[Dere]

Und läuft und läuft....

Richtige kleine Kaufpanik. Bin mal gespannt wann NTRI mal
wieder Luft holt. Kann ja nicht nur steigen

Dere

[Dere]

Ich bin seit gestern an der Außenlinie und hoffe es
geht nochmal runter. Bei 34-36 $ würde ich wieder
voll rein gehen.
Aber irgendwie denke ich es war ein Fehler.
NTRI ist eine Aktie für Longies.

Dere

[Dere]

NutriSystem, Inc. Hires "Heavyweight" to Expand Slim and Tone(R) Business
THURSDAY, DECEMBER 01, 2005 9:00 AM
- Market Wire



HORSHAM, PA, Dec 01, 2005 (MARKET WIRE via COMTEX) -- NutriSystem, Inc. (NTRI) , a leading provider of weight management and fitness products and services, today announced William Auchincloss as the new president of its Slim and Tone division.

"We are very excited to have Will on board to help us realize the potential of this enterprise. We believe that Will`s franchise and operations experience combined with the opportunity in the global health and wellness space will successfully take us to the next stage of development," said NutriSystem CEO Mike Hagan.

Auchincloss joins NutriSystem from Quiznos where he was most recently Senior Vice President, Business Development responsible for international sales, brand expansion and non-traditional outlet development. In an earlier capacity at Quiznos, Auchincloss was responsible for North American Sales Operations.

"I am energized by the potential of the Slim and Tone business. I am committed to using my expertise to support our growing franchise network, and to develop our business inside and outside of the United States," said Auchincloss. "With the strength of NutriSystem behind us, Slim and Tone has both the management support and financial stability to become a market leader in this high growth sector."

Prior to joining Quiznos in 2003, Auchincloss was with the Ensim Corporation, and before that, with Mercer Management Consulting. Will received his undergraduate degree from Duke and his MBA degree from The Wharton School, University of Pennsylvania.

Slim and Tone founder Betsy Ludlow will remain with NutriSystem and continue to assist in running the Slim and Tone business. "It is clear that we now need to add to our management ranks in order to position Slim and Tone to become a leader in this fast-growing industry," said Betsy Ludlow. "I look forward to working with Will to build our business."

About Slim and Tone

Slim and Tone Express Fitness and Weight Loss Studios, LLC was founded in late 2002 by Betsy Ludlow, a former New York marketing executive. There are already more than 150 Slim and Tone fitness center franchises in 32 states across the nation.

Slim and Tone, based in Yardley, PA, is owned by NutriSystem, Inc., a leading provider of weight management and fitness products and services. Together, the two companies form the first union in the industry to merge diet and exercise for successful weight loss.

About NutriSystem, Inc.

Founded in 1972, NutriSystem (NTRI) is a leading provider of weight management and fitness products and services. The Company offers a weight loss program based on portion-controlled, lower Glycemic Index prepared meals. The program has no membership fees and provides free online and telephone counseling.


Contact:
Delphine Carroll
484-645-1455
Contact via http://www.marketwire.com/mw/emailprcntct?id=F971DD6B97753F0…

[Dere]

Bally Wants a Buyer
By Rick Aristotle Munarriz (TMFBreakerRick)
December 1, 2005

It`s out with the old and in with the new for Bally Total Fitness (NYSE: BFT). The fitness center chain has stated and restated past financials and has put itself up on the auction block by announcing that it will explore "strategic alternatives" through JP Morgan (NYSE: JPM).

The company`s restated financials paint a grim picture for 2002 and 2003. Bally wound up losing $3.14 a share in 2002 and $3.24 a share in 2003. In 2004, the company narrowed the loss to $0.92 a share, and it has even managed to produce a small profit through the first nine months of 2005.

Despite the recent improvement, the company -- and its enviable empire of nearly 3.7 million members working out at the company`s 440 gym facilities -- is taking this opportunity to find a sugar daddy with rock-hard abs. And by abs, I mean Another Balance Sheet. The company`s debt was the one thing holding Bally back, and it will now be up to JP Morgan to gauge outsider interest in swallowing up the company.

It will likely be a private equity firm making a play for the company. That`s because Bally`s rivals are smaller and privately held concerns such as Gold`s Gym and 24 Hour Fitness. Life Time Fitness (NYSE: LTM) is publicly traded, and its stock has performed exceptionally well over the past year, but it is too small to make a serious run at Bally.

This is the time of year when investors start thinking about stocks in the fitness and weight-loss world. We`re only weeks away, after all, from new year`s resolutions, when way too many of us will critically look into the mirror and agree to shed some pounds for 2006. That doesn`t mean companies such as Weight Watchers (NYSE: WTW), eDiets (Nasdaq: DIET), and NutriSystem (Nasdaq: NTRI) will perform well over the next few months. However, if you can pick out the well-positioned companies destined to take advantage of the next wave of resolutions, you`ll be in pretty good shape.

Bally tried. It even went to a "pay-as-you-go" model to encourage signups from those who were averse to signing long-term contracts, but as expected, the retention rate on that flexible lot has been lower than among its traditional signups.

The company`s brand and its core base of established fitness centers and marketable audience of members will serve Bally well if it does indeed consider any potential offers. Let`s hope, for its sake, that this workout works out.

Longtime Fool contributor Rick Munarriz is pretty sure that installing all-you-can-eat buffets inside the gyms is a bad idea, but he`ll propose it anyway. He does not own shares in any of the companies mentioned in this story. The Fool has a disclosure policy. He is also part of the Rule Breakers newsletter research team, seeking out tomorrow`s ultimate growth stocks a day early.

[Dere]

Nutrisystem initiated with "buy"

Thursday, December 15, 2005 10:10:36 AM ET
Adams Harkness

NEW YORK, December 15 (newratings.com) - Analysts at Adams Harkness initiate coverage of Nutrisystem (NSI.ASE) with a "buy" rating. The target price is set to $51.

[Dere]

Nutrisystem "buy," target price raised

Thursday, December 15, 2005 12:02:00 PM ET
Kaufman Brothers

NEW YORK, December 15 (newratings.com) - Analysts at Kaufman Bros reiterate their "buy" rating on Nutrisystem (NSI.ASE). The target price has been raised from $38 to $46.

[Dere]

NutriSystem packs it on in 2005
Google, H-P, Celgene, Apple make the hot stock list
By Ciara Linnane, MarketWatch
Last Update: 7:10 AM ET Dec. 19, 2005

NEW YORK (MarketWatch) -- NutriSystem Inc.`s weight-loss regime may be based on prescribed portion sizes, but its stock-market gains in 2005 were hardly enjoyed in moderation.




After the rate hikes, a rally?
A halt in rate hikes should help fuel a first-quarter rally, but stock market visibility in 2006 is still dim.
Tomi Kilgore`s Market Map: Verge of inversion
Stocking up for 2006: J&J, Microsoft, more
Hot stocks in `05: NutriSystem packs it on
Commodities: A year of records, outlook for `06
See the full Review and Outlook Special Report



The direct marketer of prepackaged diet products has gained an eye-popping 1,500% in value since the beginning of the year, making it the clear leader on the Russell 2000 and the biggest gainer on any major U.S. index.



Eightfold jump in revenue

`Fundamentally, we like this company because it serves a mass market ... and because new management has found the key to rapid growth via heavy marketing.`

Timothy Lutts, the Cabot Market Letter


To be sure, the Horsham, Pa., company has enjoyed strong growth in the core diet product that it sells via the Internet, by telephone and on the cable-television shopping channel QVC.

In its latest quarter, NutriSystem generated revenue of $64.5 million, up more than eightfold from $7.7 million a year ago. Earnings soared to $7.2 million, or 19 cents a share, from $121,000, or breakeven on a per-share basis, in the year-earlier period.

"Fundamentally, we like this company because it serves a mass market (overweight Americans), and because new management has found the key to rapid growth via heavy marketing," said Timothy Lutts, editor of the Cabot Market Letter.

Analysts at research firm Thomas Weisel are also bullish on the stock, rating it outperform on expectations of strong long-term growth, driven by increasing sales to existing and repeat customers, a more differentiated product lineup and a soon-to-be-announced price hike.

But research company Stifel Nicolaus is more cautious, rating the stock a hold on the grounds that its business model could easily be replicated.



The stock is currently trading at almost 65 times the consensus earnings estimate for 2005 -- "a multiple we believe is unjustified," said analyst Scott Devitt.

Brian Shepardson, portfolio manager at the James Small Cap Fund, agreed and said he would look at scaling back a NutriSystem position at this point, noting that anyone who bought the stock before August has seen that investment at least double. He said he also recommends keeping an eye on insider selling at the company, which has stepped up of late and could gain pace in the new tax year.

"If you own it, you had a good gain, we would look to start trimming here, and if there was a significant move we`d unload more and more," he said.

Nicht mehr gerade billig aber noch viel Luft nach oben.
Vorausgesetzt die Wachstumsraten bleiben ähnlich hoch.
Ich verdiene gerne mein Geld mit "teuren" Aktien.
(Google, Apple usw. der Hype von 1999/2000 wiederholt sich)

[Dere]

NutriSystem(R) Appoints Bob Bernstock to Board of Directors
THURSDAY, DECEMBER 22, 2005 3:25 PM
- Market Wire




HORSHAM, PA, Dec 22, 2005 (MARKET WIRE via COMTEX) -- NutriSystem(R) (NTRI) is pleased to appoint Robert F. Bernstock to its board.

Bernstock is the President and Chief Operating Officer of Scotts Miracle-Gro, a $2.4 billion company and the leading global marketer of consumer lawn and garden care products. Previously, Bernstock was Senior Vice President and General Manager of the Dial Corporation. Before that, he was the President and CEO of Vlassic Foods International, which was spun off from the Campbell Soup Company, where he was Executive Vice President and worked for 13 years.

"I`m proud to sit on the NutriSystem board, especially during such exciting times for the company," said Bernstock. "In just three years, the current leadership at NutriSystem has poised the company for long-term success. They have used extensive research to change almost every aspect of the NutriSystem program and it`s already received extremely positive feedback from consumers."

"Bob`s extensive background in marketing, food and corporate governance will help in the board functions and enhance our business operations," said Mike Hagan, Chairman and CEO.

About NutriSystem, Inc.

Founded in 1972, NutriSystem (NTRI) is a leading provider of weight management and fitness products and services. The Company offers a weight loss program based on portion-controlled, lower Glycemic Index prepared meals. The program has no membership fees and provides free online and telephone counseling.

[Dere]

[Dere]

NutriSystem Seen Increasing Advertising
Friday December 30, 12:40 pm ET
NutriSystem Seen Increasing Advertising Spending to $100M; Analyst Raises Earnings Estimates


Shares of weight management company NutriSystem Inc. fattened up on Friday, after an analyst raised his earnings estimates for the company and said it isn`t properly understood by the Street.
The Seidler Companies analyst David Block, who has a Strong Buy rating on the stock, raised 2006 earnings estimate to $1.50, up from $1.35, and revenue estimate for the year to $463 million, up from $407.7 million.

ADVERTISEMENT


Analysts polled by Thomson Financial, on average, expect the company to earn $1.16 per share for 2006, on $364.59 million in revenue.

"Fundamental to our call this morning is our belief that in general terms, NutriSystem is not properly understood by the Street, which includes a wide underestimation of the company`s advertising potential in 2006," Block wrote in a research note. "We are raising our numbers to account for our belief that NutriSystem will spend at least $100 million in advertising in fiscal 2006."

Shares of NutriSystem were up $1.31, or 3.8 percent, at $35.07 in afternoon trading on the Nasdaq, and earlier reached as high as $35.74. The stock began the year at $2.85 and climbed steadily through early December, hitting a year high of $44.15 on Dec. 6, but lost about 25 percent of their value since then.

Meanwhile, other weight-loss related stocks were shedding a few of their holiday gains. Internet diet site eDiets.com Inc. hit a 52-week high of $6.41 early in the session, representing a 19 percent runup for the week, on the strength of a New Year`s resolution deal with ABC`s "Good Morning America" and Time Warner`s AOL. But the stock gave back a bit and was down 17 cents, or 2.7 percent, at $6.05 on the Nasdaq.

And Weight Watchers International Inc. shares, which had risen 3.2 percent since Thanksgiving and drifted above the $50 mark in mid-December, lost 48 cents, to trade at $49.44 on the New York Stock Exchange.

[ResearchInMotion]

Hi Dere

na hoffentlich bist du wieder eingestiegen?

Hab gestern mal wieder zwei Earningstrades gemacht. Sun und Nutri.

Sun hab ich nachbörslich schon wieder verkauft, aber bei Nutri werde ich heute nur die Hälfte wieder verkaufen.

Denke mal das die heute nah an die 70 Dollar kommt.

Werde bei rund 67-68.5 verkaufen, na ja sind dann eh nur 500 stück.

Aktie könnte durch den shortanteil und Upgrades bei den Analysten gut bis 80-90 Dollar gehen.

[Dere]

Leider nein.

Bin in HANS eingestiegen. War auch nicht schlecht.

Außerdem in sehr viele Silber/Goldexplorer und Produzenten drin.

Gruß
Dere

[Mad Dargel]

Die Kursentwicklung nach den Zahlen verwundert mich:

Allerdings gibt es vermutlich nicht viele Nutrisystem Aktionäre:

Trotzdem stelle ich mal die Frage in den Raum, warum die Aktie so fällt?

[Blaueradler79]

Gibts hier noch jemand der auch in NTRI drin ist?! Bin vor einigen Monaten durch Taipan Börsenbrief auf sie gestoßen, bisher ja kein so geiler Kursverlauf.. wie denkst du geneigter Leser auf der anderen Seite des Bildschirms über die Aktie?

Gruß

BA

[kfe1000]

Antwort auf Beitrag Nr.: 26.903.438 von Blaueradler79 am 14.01.07 04:11:26

wsj.com
Investor Appetite Is What
Diet Firm May Really Lose
By JOSEPH T. HALLINAN
February 1, 2007; Page C1

Over the past two years, many investors have grown fat on NutriSystem Inc. The diet-food company's stock has soared more than 2,100% between 2004 and 2006 as the company ramped up marketing with television commercials featuring athletes like Dan Marino.

As with many diets, however, NutriSystem's results mightn't last. The stock of the company, based in the Philadelphia suburb of Horsham, has been hammered lately. The stock dropped $8, or 15%, yesterday on the Nasdaq Stock Market, to $44.05 a share, following the company's announcement that earnings for the first quarter of 2007 would be well below the expectations of many analysts.

That decline followed a similar drop Tuesday, when shares fell 10% after Citigroup Inc. analyst Gregory Badishkanian raised questions in a note to investors about weak traffic to NutriSystem's Web site. Online orders, he noted, represent about 60% of NutriSystem's sales.

Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.

[kfe1000]

nutri ist natürlich in den letzen Jahren relativ heiß gelaufen, trotzdem scheint mir der kursverlust in den letzten wochen etwas übertrieben.ntri wurde von herb greenberg, marketwatch.com auch schon aufs korn genommen, der allerdings gerne shortseller als quelle benutzt, short interest sind ca 38,9 % vom free float, da könnte es den einen oder anderen squeeze geben.

die market cap liegt mittlerweile noch bei 1.5 mrd usd, bin mit mit einer kleinen position dabei.

[Coolbleiben]

Antwort auf Beitrag Nr.: 27.341.952 von kfe1000 am 01.02.07 10:59:21

..........und ich bin gestern bei knapp USD 44.- wieder eingestiegen, nachdem ich im letzten Jahr einen schönen Gewinn mit dieser Aktie erzielt habe. Aktie wird im übrigen von Börse Inside Verlag aktuell empfohlen.


Grüsse aus Zürich

[kfe1000]

Antwort auf Beitrag Nr.: 27.463.364 von Coolbleiben am 06.02.07 15:24:11

habe meine position vergrößert, 14.2. gibt es die tatsächlichen Zahlen, dürfte imo einen netten squeeze geben.

Nutrisystem (NTRI), worth some consideration
The weight loss industry is a huge market. The majority of Americans are now overweight. Obesity is so severe even Congress is getting involved. As a society we continue to value and promote the ideal physique. This is evident by the fashion and entertainment industry which continues to promote the “ideal weight”. Anything less is seen as unacceptable. NutriSystem (NTRI) and other weight management companies certainly stand to benefit from this social issue.

Within the weight loss industry, NTRI, Jenny Craig and Weight Watchers (WTW) are the dominant names. Surprisingly, for a huge industry, there are not very many established brands. While there are a lot of smaller companies in this sector, they are not as well recognized. The company’s pre-packaged food and other diet products are well accepted within the industry.

The main challenge we see with the weight management companies is the client turnover rate. Speaking from my own experience, I know it is extremely difficult to stay focus when dieting. Most diet program usually results in failure where people would simply give up or the process becomes too cumbersome to maintain. In some respect this could be a positive given some customers will return to the program after such failure.
Our view on NutriSystem (NTRI) is a little cautious at this point. While NTRI has dropped considerably due to the lower than expected forward guidance, the stock appears to have hit bottom. With that said the stock is up over 3 percent today and trading at around $45 per share.
Our take on NTRI is the stock is unlikely to head back to previous level in the near future, but it does appear NTRI risk to reward prospect looks good. Another $5 gain is certainly feasible if the overall market condition continues to remain positive. In comparison to its peer, this stock should be at $50 even with the lowered guidance. Overall, we believed NTRI is trading at a discount as the chances of it going lower are unlikely as the negative news has already been priced into the shares. While we would not bet the farm on this stock, it is certainly attractive at this level.

[ustrading]

yep, der Kussturz der letzten Woche war völlig übertrieben. Zahlen und Ausblick sind wieder mal TOP ... bin immer mehr von diesem einzigartigen Geschäftsmodell begeistert

NutriSystem, Inc. Announces Fourth Quarter and Year End 2006 Results
Wednesday February 14, 4:01 pm ET
Reports 2006 Revenues of $568 Million; EPS of $2.29
Expects EPS of $3.00 to $3.10 for 2007
Announces $200 Million Share Repurchase Program

HORSHAM, Pa.--(BUSINESS WIRE)--NutriSystem, Inc. (NASDAQ:NTRI - News), a leading provider of weight management and fitness products and services, today reported financial results for the fourth quarter and full year 2006. The Company also announced that its Board of Directors has authorized the repurchase of up to $200 million of its outstanding shares of common stock. Highlights for the full year and quarter ended December 31, 2006 include:

Full Year 2006

* Revenue for the full year 2006 increased 167% to $568,209,000 compared to $212,506,000 for full year 2005;
* Operating income for full year 2006 grew 297% to $132,118,000 compared to $33,290,000 in the same period 2005; and
* Net income increased 305% to $85,130,000, or $2.29 per diluted share, for full year 2006 compared to net income of $21,015,000, or $0.59 per diluted share, for full year 2005.

Fourth Quarter 2006

* Revenue increased 92% to $133,569,000 in the fourth quarter 2006 compared to $69,617,000 for the fourth quarter of 2005;
* Operating income grew to $29,231,000 (21.9% of revenues) in the fourth quarter of 2006 compared to operating income of $9,655,000 (13.9% of revenues) in the fourth quarter of 2005. Results in the fourth quarter 2006 reflect $723,000 of share-based expense which was not included in expense prior to 2006; and
* Net income increased 213% to $19,607,000, or $0.53 per diluted share, in the fourth quarter 2006 compared to net income of $6,271,000, or $0.17 per diluted share, in the fourth quarter of 2005.

"2006 was an exceptional year for us," said Michael J. Hagan, Chairman, President and Chief Executive Officer. "For the past several years the NutriSystem team has had a singular focus on our customer, and that obsession has paid off with extraordinary financial results."

"We also proved that the men's weight loss market, long neglected by commercial weight loss companies, can become a large opportunity for NutriSystem because of our successful product, anonymous delivery platform and convenient approach to weight loss. We feel the men's weight loss market will be an important driver of our business in the years to come," continued Mr. Hagan. "Additionally, the first quarter of 2007 has started off strong with growth across all of our market segments, with particular momentum in the men's segment and reactivations of ex-customers. Other key financial metrics such as customer acquisition costs have improved over the course of the quarter, especially considering the 'infancy stage' of the men's and senior's market segments. The women's market, our core customer segment, continued to perform well in 2006 and is growing in 2007 due to enhanced media marketing efforts and a strong referral business."

Direct channel revenue reached $128,138,000 in the fourth quarter of 2006, a 96% increase over the same period in 2005. The Company added approximately 160,000 Direct channel new customers, a 45% increase from approximately 110,000 new customers in the fourth quarter 2005.

"We continue to increase the profitability and scalability of our business model. Year over year, fourth quarter gross margin increased by 5.6 percentage points and operating margin jumped by 8.0 percentage points," said James D. Brown, Executive Vice President and Chief Financial Officer. "We expect operating margin to continue to expand in the first quarter of 2007. Using the high end of our guidance, we anticipate operating margin to reach 25% in the first quarter of 2007."

Stock Repurchase Program

Under the terms of the stock repurchase program announced today, the Company may repurchase up to $200 million of its issued and outstanding shares in open-market transactions on the Nasdaq National Market. The timing and actual number of shares repurchased will depend on a variety of factors including price, corporate and regulatory requirements, alternative investment opportunities and other market conditions. The stock repurchase program has an expiration date of August 9, 2008 and may be limited or terminated at any time without prior notice. Repurchased shares would be returned to the status of authorized but un-issued shares of common stock. As of December 31, 2006, NutriSystem had 35.9 million shares outstanding.

Mr. Brown commented, "With no debt and expected operating income of more than $180 million in 2007, we believe a stock repurchase program is the most prudent use of our cash at this time."

First Quarter and Full Year 2007 Outlook

For the first quarter of 2007, the Company estimates that revenues will be between $205 million and $215 million, an increase of at least 40% year-over-year. Diluted earnings per share is expected to be between $0.88 and $0.92, an increase of at least 47% year-over-year. Further, the Company expects to add at least 300,000 new Direct channel customers in the first quarter of 2007. For the full year 2007, the Company estimates that revenues will be between $720 million and $740 million, and diluted earnings per share will be between $3.00 and $3.10 per share. This guidance does not reflect the effect of any stock repurchases.

"We are very pleased with our start in 2007. Our advertising continues to perform, our new market segments provide us additional visibility for growth, and our revenue stream from ex-customers is starting strong," commented Michael Hagan, Chairman, President and Chief Executive Officer.

[Dere]

Und ich dachte schon NTRI-Aktionäre in Deutschland Fehlanzeige.

Dennoch denke ich das die nächsten Jahre nicht mehr so erfolgreich
werden wie die letzten Jahre. Ich wünsche euch aber weiterhin
viel Glück. Die Story stimmt weiterhin.





Gruß
Dere

[Bukowski02]

News Release



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NutriSystem, Inc. Reports Results for First Quarter 2007
-- Reports Q1 Revenues of $238 Million and EPS of $1.04

-- Raises Guidance for Full Year 2007; Expects EPS of $3.34 to
$3.46 for 2007

HORSHAM, Pa.--(BUSINESS WIRE)--April 25, 2007--NutriSystem, Inc. (NASDAQ:NTRI), a leading provider of weight management and fitness products and services, today announced results for the first quarter ended March 31, 2007, including:

-- An increase in revenues of 62% to $238,360,000 in the first
quarter of 2007 compared to $146,751,000 in revenues in the
first quarter of 2006;

-- Growth in operating income to $59,610,000 (25.0% of revenues)
in the first quarter of 2007 compared to $35,179,000 (24.0% of
revenues) in the first quarter of 2006; and

-- An increase in net income of 70% to $37,867,000 or $1.04 per
diluted share in the first quarter of 2007 compared to net
income of $22,335,000 or $0.60 per diluted share in the first
quarter of 2006.

"The solid growth of our core women's market and continued strength of the men's market allowed us to achieve record earnings," said Michael J. Hagan, Chairman, President and Chief Executive Officer. "In addition, an integral part of our first quarter has been the ongoing expansion of our pool of ex-customers and their desire to return to NutriSystem for weight management services. The operating margin expansion we saw in the first quarter was partially due to the growth in revenue from ex-customers," continued Mr. Hagan.

Direct channel revenues reached $217,859,000 in the first quarter of 2007, a 64% increase over the same period in 2006. The Company added approximately 358,000 Direct channel new customers, a 52% increase from approximately 235,000 new customers in the first quarter of 2006.

"Our customer economics are strong and getting stronger," said James D. Brown, Executive Vice President and Chief Financial Officer. "Compared to the first quarter of last year, revenue per customer in the initial diet cycle, gross margin and the value per customer net of food and customer acquisition costs all increased. We also expect that reactivation revenue (revenue from customers more than nine months removed from their first purchase) will be about $93 million in the aggregate in 2007 compared to $38 million in 2006."

"The business continues to generate substantial operating cash flow," continued Mr. Brown. "We deployed $76 million in the first quarter to repurchase 1.7 million shares of common stock, and funded most of the buyback with net cash from operations of $66 million."

Second Quarter and Revised Full Year 2007 Outlook

For the second quarter of 2007, the Company estimates that revenues will be between $190 and $200 million, an increase of at least 43% year over year. Diluted earnings per share are expected to be between $0.82 and $0.86, an increase of at least 55%. Further, the Company expects to add at least 210,000 new Direct channel customers in the second quarter of 2007. The Company now expects full year 2007 revenues will be between $790 million and $805 million. 2007 diluted earnings per share are expected to be between $3.34 and $3.46 per share. This guidance does not reflect the effect of any potential future stock repurchases.

"2007 is shaping up to be a very good year for us. Our 2007 strategy is to focus on three areas: profitable new customer growth across all market segments - women, men, and seniors; continue to improve retention and reactivation efforts; and invest in product areas such as our new 2008 weight loss program that advance customer health while growing the lifelong value of each customer," commented Mr. Hagan.

Conference Call and Webcast

Management will host a conference call and simultaneous webcast to discuss first quarter 2007 financial results today at 5:00 PM Eastern time. The conference call will include remarks about the quarter and the Company's outlook from members of the NutriSystem senior management team including Chairman, President and Chief Executive Officer Michael Hagan, Executive Vice President and Chief Marketing Officer Tom Connerty, and Executive Vice President and Chief Financial Officer James D. Brown. In the conference call the senior management team will refer to a brief slide presentation that will be available in the presentations page of the investor relations section of NutriSystem's website, www.nutrisystem.com. Interested parties may participate in the conference call by dialing 800-591-6945 (international: 617-614-4911) and entering access code 52455166, 5-10 minutes prior to the initiation of the call. A replay of the conference call will be available through May 25, 2007, by dialing 888-286-8010 (international: 617-801-6888) and entering access code 62406521. A webcast of the conference call will also be available for one year under the investor information section of NutriSystem's website.

About NutriSystem, Inc.

Founded in 1972, NutriSystem (NASDAQ:NTRI) is a leading provider of weight management and fitness products and services. The Company offers a weight loss program based on portion-controlled, lower Glycemic Index prepared meals. The program has no membership fees and provides free online and telephone counseling.

Forward-Looking Statement Disclaimer

This press release may contain forward-looking statements that are made pursuant to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Statements regarding NutriSystem's outlook and guidance for the second quarter of 2007 and the full year 2007, its expectations regarding its ability to continue its growth while maintaining costs, statements about momentum in its business and other statements that are not statements of historical fact constitute forward-looking statements. These forward-looking statements involve a number of risks and uncertainties, which are described in NutriSystem, Inc.'s Annual Report on Form 10-K and its other filings with the Securities and Exchange Commission. The actual results may differ materially from any forward-looking statements due to such risks and uncertainties. NutriSystem, Inc. undertakes no obligation to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this release.


NUTRISYSTEM, INC. AND SUBSIDIARIES

CONSOLIDATED STATEMENTS OF OPERATIONS

(Unaudited, in thousands, except per share amounts)


Three Months Ended
March 31,
--------------------------
2007 2006
------------ ------------

REVENUE $ 238,360 $ 146,751
------------ ------------

COSTS AND EXPENSES:
Cost of revenue 111,650 73,687
Marketing 51,712 26,935
General and administrative 14,419 10,424
Depreciation and amortization 969 526
------------ ------------
Total costs and expenses 178,750 111,572
------------ ------------
Operating income 59,610 35,179
INTEREST INCOME, net 977 579
------------ ------------
Income before income taxes 60,587 35,758
INCOME TAXES 22,720 13,423
------------ ------------
Net income $ 37,867 $ 22,335
============ ============

BASIC INCOME PER COMMON SHARE $ 1.07 $ 0.63
============ ============
DILUTED INCOME PER COMMON SHARE $ 1.04 $ 0.60
============ ============

WEIGHTED AVERAGE SHARES OUTSTANDING:
Basic 35,364 35,697
Diluted 36,274 37,119


NUTRISYSTEM, INC. AND SUBSIDIARIES

CONSOLIDATED BALANCE SHEETS

(Unaudited, in thousands except share and per share amounts)


March 31, December 31,
2007 2006
------------ ------------
ASSETS
-------
CURRENT ASSETS:
Cash and cash equivalents $ 15,173 $ 13,785
Marketable securities 54,086 68,469
Receivables 23,361 17,218
Inventories 57,145 72,366
Deferred income taxes 3,667 2,743
Other current assets 7,592 11,202
------------ ------------
Total current assets 161,024 185,783

FIXED ASSETS, net 11,593 9,374

OTHER ASSETS 2,919 2,710
------------ ------------
$ 175,536 $ 197,867
============ ============
LIABILITIES AND STOCKHOLDERS' EQUITY
-------------------------------------

CURRENT LIABILITIES:
Accounts payable $ 35,384 $ 45,306
Accrued payroll and related benefits 3,140 1,371
Accrued income taxes 18,915 --
Other accrued expenses and current
liabilities 8,607 5,057
------------ ------------
Total current liabilities 66,046 51,734

NON-CURRENT LIABILITIES 753 831
------------ ------------

Total liabilities 66,799 52,565
------------ ------------

COMMITMENTS AND CONTINGENCIES
STOCKHOLDERS' EQUITY:
Preferred stock, $.001 par value
(5,000,000 shares authorized, no shares
issued and outstanding) -- --
Common stock, $.001 par value
(100,000,000 shares authorized; shares
issued - 34,317,855 at March 31, 2007
and 35,918,506 at December 31, 2006) 34 35
Additional paid-in capital 100,603 103,468
Retained earnings 8,100 41,799
------------ ------------
Total stockholders' equity 108,737 145,302
------------ ------------
$ 175,536 $ 197,867
============ ============



NUTRISYSTEM, INC. AND SUBSIDIARIES

CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited, in thousands)


Three Months Ended
March 31,
--------------------------
2007 2006
------------ ------------

CASH FLOWS FROM OPERATING ACTIVITIES:
Net income $ 37,867 $ 22,335
Adjustments to reconcile net income to
net cash provided by operating
activities-
Depreciation and amortization 969 526
Share-based expense 802 1,888
Deferred tax (benefit) expense (1,333) 3,571
Changes in operating assets and
liabilities-
Accrued interest income 183 224
Receivables (6,143) (6,412)
Inventories 15,221 (5,758)
Other assets 3,915 (416)
Accounts payable (9,922) 2,452
Accrued payroll and related benefits 1,769 710
Accrued income taxes 18,915 7,175
Other accrued expenses and
liabilities 3,719 1,967
------------ ------------
Net cash provided by operating
activities 65,962 28,262
------------ ------------
CASH FLOWS FROM INVESTING ACTIVITIES:
Purchase of marketable securities (47,000) (29,850)
Sales of marketable securities 61,200 3,400
Capital additions (3,172) (1,465)
------------ ------------
Net cash provided by (used in)
investing activities 11,028 (27,915)
------------ ------------
CASH FLOWS FROM FINANCING ACTIVITIES:
Exercise of stock options 240 887
Tax benefit from stock option exercises 729 2,677
Payment on note payable (150) --
Repurchases and retirement of common
stock (76,421) --
------------ ------------
Net cash (used in) provided by
financing activities (75,602) 3,564
------------ ------------

NET CHANGE IN CASH AND CASH EQUIVALENTS 1,388 3,911

CASH AND CASH EQUIVALENTS, beginning of
period 13,785 3,902
------------ ------------

CASH AND CASH EQUIVALENTS, end of period $ 15,173 $ 7,813
============ ============


CONTACT: NutriSystem, Inc.
James D. Brown, 215-706-5302
Email: [e-mail]
or
Investor Relations:
The Piacente Group, Inc.
Brandi Piacente, 212-481-2050
Email: [e-mail]

SOURCE: NutriSystem, Inc.

[ustrading]

So muss das Business laufen, starkes Wachstum und gleichzeitig steigen die Nettomargen ... aktuell sind wir bei 15,88% ... langfrisitg wollen die über 18% erreichen Das Management hat zudem die Kursschwäche genutzt und kräftig Aktien zurückgekauft. Analysten haben das bereits seit Wochen gewusst und die Aktien immer wieder zum Kauf empfohlen ... zu Recht wie sich das heute heraus gestellt hat.

[Bukowski02]

Antwort auf Beitrag Nr.: 29.005.853 von ustrading am 25.04.07 22:48:05

...außerdem stehen in Zukunft evtl. weitere Aktienrückkäufe an.
Obwohl ich schon lange in NTRI investiert bin ist die Aktie fundamental und jetzt auch charttechnisch für mich immer noch ein glasklarer Kauf.
Ferner ist das Management immer wieder für Überaschungen gut, eigentlich wird es bei NTRI selten langweilig.