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10-Q Filing

USANA HEALTH SCIENCES INC CIK: 896264 Q1 2020
Filing Information
Form Type 10-Q
Accession Number 0001562762-20-000164
Period End Date 20200331
Filing Date 20200505
Fiscal Year 2020
Fiscal Period Q1
XBRL Instance usna-20200328x10q_htm.xml
Filing Contents
Balance Sheet 53 line items
Line Item Tag Value Unit Period
Common stock, par value CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 50.00M shares Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 50.00M shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $194.10M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $225.04M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $234.83M USD Point-in-time
Common stock, shares issued CommonStockSharesIssued 21.00M shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 21.66M shares Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 21.00M shares Point-in-time
Inventories InventoryNet $60.57M USD Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 21.66M shares Point-in-time
Inventories InventoryNet $68.91M USD Point-in-time
Prepaid expenses and other current assets PrepaidExpenseAndOtherAssetsCurrent $25.54M USD Point-in-time
Prepaid expenses and other current assets PrepaidExpenseAndOtherAssetsCurrent $32.10M USD Point-in-time
Total current assets AssetsCurrent $286.76M USD Point-in-time
Total current assets AssetsCurrent $329.28M USD Point-in-time
Property and equipment, net PropertyPlantAndEquipmentNet $95.23M USD Point-in-time
Property and equipment, net PropertyPlantAndEquipmentNet $97.25M USD Point-in-time
Goodwill Goodwill $16.64M USD Point-in-time
Goodwill Goodwill $16.49M USD Point-in-time
Intangible assets, net IntangibleAssetsNetExcludingGoodwill $29.07M USD Point-in-time
Intangible assets, net IntangibleAssetsNetExcludingGoodwill $29.84M USD Point-in-time
Deferred tax assets DeferredIncomeTaxAssetsNet $2.76M USD Point-in-time
Deferred tax assets DeferredIncomeTaxAssetsNet $3.09M USD Point-in-time
Other assets OtherAssetsNoncurrent $41.42M USD Point-in-time
Other assets OtherAssetsNoncurrent $42.86M USD Point-in-time
Total assets Assets $516.93M USD Point-in-time
Total assets Assets $473.75M USD Point-in-time
Accounts payable AccountsPayableCurrent $11.82M USD Point-in-time
Accounts payable AccountsPayableCurrent $12.53M USD Point-in-time
Other current liabilities OtherLiabilitiesCurrent $123.57M USD Point-in-time
Other current liabilities OtherLiabilitiesCurrent $112.68M USD Point-in-time
Total current liabilities LiabilitiesCurrent $136.10M USD Point-in-time
Total current liabilities LiabilitiesCurrent $124.50M USD Point-in-time
Deferred tax liabilities DeferredIncomeTaxLiabilitiesNet $10.28M USD Point-in-time
Deferred tax liabilities DeferredIncomeTaxLiabilitiesNet $13.73M USD Point-in-time
Other long-term liabilities OtherLiabilitiesNoncurrent $17.91M USD Point-in-time
Other long-term liabilities OtherLiabilitiesNoncurrent $18.84M USD Point-in-time
Common stock, $0.001 par value; Authorized -- 50,000 shares, issued and outstanding 20,995 as of March 28, 2020 and 21,655 as of December 28, 2019 CommonStockValue $21.00K USD Point-in-time
Common stock, $0.001 par value; Authorized -- 50,000 shares, issued and outstanding 20,995 as of March 28, 2020 and 21,655 as of December 28, 2019 CommonStockValue $22.00K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $52.00M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $59.45M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $306.15M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $284.68M USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $-13.90M USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $-19.10M USD Point-in-time
Total stockholders' equity StockholdersEquity $351.71M USD Point-in-time
Total stockholders' equity StockholdersEquity $317.61M USD Point-in-time
Total stockholders' equity StockholdersEquity $391.15M USD Point-in-time
Total stockholders' equity StockholdersEquity $391.22M USD Point-in-time
Total liabilities and stockholder's equity LiabilitiesAndStockholdersEquity $473.75M USD Point-in-time
Total liabilities and stockholder's equity LiabilitiesAndStockholdersEquity $516.93M USD Point-in-time
Income Statement 46 line items
Line Item Tag Value Unit Period
Net sales Revenues $272.99M USD 1 Quarter
Net sales Revenues $266.62M USD 1 Quarter
Cost of sales CostOfGoodsAndServicesSold $45.90M USD 1 Quarter
Cost of sales CostOfGoodsAndServicesSold $46.06M USD 1 Quarter
Gross profit GrossProfit $227.09M USD 1 Quarter
Gross profit GrossProfit $220.56M USD 1 Quarter
Associate incentives AssociateIncentives $116.07M USD 1 Quarter
Associate incentives AssociateIncentives $122.53M USD 1 Quarter
Selling, general and administrative SellingGeneralAndAdministrativeExpense $65.48M USD 1 Quarter
Selling, general and administrative SellingGeneralAndAdministrativeExpense $69.56M USD 1 Quarter
Total operating expenses OperatingExpenses $192.09M USD 1 Quarter
Total operating expenses OperatingExpenses $181.55M USD 1 Quarter
Earnings from operations OperatingIncomeLoss $39.01M USD 1 Quarter
Earnings from operations OperatingIncomeLoss $35.00M USD 1 Quarter
Interest income InvestmentIncomeInterest $1.48M USD 1 Quarter
Interest income InvestmentIncomeInterest $984.00K USD 1 Quarter
Interest expense InterestExpense $21.00K USD 1 Quarter
Interest expense InterestExpense $12.00K USD 1 Quarter
Other, net OtherNonoperatingIncomeExpense $-182.00K USD 1 Quarter
Other, net OtherNonoperatingIncomeExpense $-812.00K USD 1 Quarter
Other income (expense), net NonoperatingIncomeExpense $1.29M USD 1 Quarter
Other income (expense), net NonoperatingIncomeExpense $151.00K USD 1 Quarter
Earnings before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $36.29M USD 1 Quarter
Earnings before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $39.16M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $12.12M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $12.61M USD 1 Quarter
Net earnings NetIncomeLoss $26.55M USD 1 Quarter
Net earnings NetIncomeLoss $24.17M USD 1 Quarter
Basic EarningsPerShareBasic $1.24 USD 1 Quarter
Basic EarningsPerShareBasic $1.03 USD 1 Quarter
Diluted EarningsPerShareDiluted $1.01 USD 1 Quarter
Diluted EarningsPerShareDiluted $1.23 USD 1 Quarter
Basic WeightedAverageNumberOfSharesOutstandingBasic 23.48M shares 1 Quarter
Basic WeightedAverageNumberOfSharesOutstandingBasic 21.50M shares 1 Quarter
Diluted WeightedAverageNumberOfDilutedSharesOutstanding 21.55M shares 1 Quarter
Diluted WeightedAverageNumberOfDilutedSharesOutstanding 23.93M shares 1 Quarter
Net earnings NetIncomeLoss $26.55M USD 1 Quarter
Net earnings NetIncomeLoss $24.17M USD 1 Quarter
Foreign currency translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentBeforeTax $-6.24M USD 1 Quarter
Foreign currency translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentBeforeTax $4.77M USD 1 Quarter
Tax benefit (expense) related to foreign currency translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTranslationAdjustmentTax $-1.04M USD 1 Quarter
Tax benefit (expense) related to foreign currency translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTranslationAdjustmentTax $1.29M USD 1 Quarter
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $3.48M USD 1 Quarter
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-5.20M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTax $21.35M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTax $27.65M USD 1 Quarter
Cash Flow Statement 64 line items
Line Item Tag Value Unit Period
Net earnings NetIncomeLoss $26.55M USD 1 Quarter
Net earnings NetIncomeLoss $24.17M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $3.49M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $3.87M USD 1 Quarter
Right-of-use asset amortization OperatingLeaseRightOfUseAssetAmortization $2.02M USD 1 Quarter
Right-of-use asset amortization OperatingLeaseRightOfUseAssetAmortization $2.25M USD 1 Quarter
(Gain) loss on sale of property and equipment GainLossOnSaleOfPropertyPlantEquipment $-23.00K USD 1 Quarter
Equity-based compensation expense ShareBasedCompensation $3.39M USD 1 Quarter
Equity-based compensation expense ShareBasedCompensation $3.83M USD 1 Quarter
Deferred income taxes DeferredIncomeTaxExpenseBenefit $3.05M USD 1 Quarter
Deferred income taxes DeferredIncomeTaxExpenseBenefit $4.61M USD 1 Quarter
Inventories IncreaseDecreaseInInventories $3.63M USD 1 Quarter
Inventories IncreaseDecreaseInInventories $-5.15M USD 1 Quarter
Prepaid expenses and other assets IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets $-1.48M USD 1 Quarter
Prepaid expenses and other assets IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets $4.26M USD 1 Quarter
Accounts payable IncreaseDecreaseInAccountsPayable $1.75M USD 1 Quarter
Accounts payable IncreaseDecreaseInAccountsPayable $-174.00K USD 1 Quarter
Other liabilities IncreaseDecreaseInOtherOperatingLiabilities $-31.04M USD 1 Quarter
Other liabilities IncreaseDecreaseInOtherOperatingLiabilities $-10.24M USD 1 Quarter
Net cash provided by (used in) operating activities NetCashProvidedByUsedInOperatingActivities $30.79M USD 1 Quarter
Net cash provided by (used in) operating activities NetCashProvidedByUsedInOperatingActivities $5.52M USD 1 Quarter
Receipts on notes receivable ProceedsFromCollectionOfNotesReceivable $55.00K USD 1 Quarter
Receipts on notes receivable ProceedsFromCollectionOfNotesReceivable $85.00K USD 1 Quarter
Payments for net investment hedge PaymentsForHedgeInvestingActivities $1.66M USD 1 Quarter
Payments for net investment hedge PaymentsForHedgeInvestingActivities $1.09M USD 1 Quarter
Maturities of investment securities held-to-maturity ProceedsFromMaturitiesPrepaymentsAndCallsOfHeldToMaturitySecurities $36.69M USD 1 Quarter
Proceeds from sale of property and equipment ProceedsFromSaleOfPropertyPlantAndEquipment $6.00K USD 1 Quarter
Purchases of property and equipment PaymentsToAcquirePropertyPlantAndEquipment $7.27M USD 1 Quarter
Purchases of property and equipment PaymentsToAcquirePropertyPlantAndEquipment $2.58M USD 1 Quarter
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-8.27M USD 1 Quarter
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $32.51M USD 1 Quarter
Repurchase of common stock PaymentsForRepurchaseOfCommonStock $57.03M USD 1 Quarter
Repurchase of common stock PaymentsForRepurchaseOfCommonStock $30.00M USD 1 Quarter
Borrowings on line of credit ProceedsFromLinesOfCredit $5.00M USD 1 Quarter
Payments on line of credit RepaymentsOfLinesOfCredit $5.00M USD 1 Quarter
Payments related to tax withholding for net-share settled equity awards PaymentsRelatedToTaxWithholdingForShareBasedCompensation $1.82M USD 1 Quarter
Payments related to tax withholding for net-share settled equity awards PaymentsRelatedToTaxWithholdingForShareBasedCompensation $1.41M USD 1 Quarter
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $-31.41M USD 1 Quarter
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $-58.85M USD 1 Quarter
Effect of exchange rate changes on cash, cash equivalents and restricted cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $4.17M USD 1 Quarter
Effect of exchange rate changes on cash, cash equivalents and restricted cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-4.44M USD 1 Quarter
Net increase (decrease) in cash, cash equivalents and restricted cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $-40.77M USD 1 Quarter
Net increase (decrease) in cash, cash equivalents and restricted cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $10.79M USD 1 Quarter
Cash, cash equivalents, and restricted cash, at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $217.23M USD Point-in-time
Cash, cash equivalents, and restricted cash, at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $228.02M USD Point-in-time
Cash, cash equivalents, and restricted cash, at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $196.92M USD Point-in-time
Cash, cash equivalents, and restricted cash, at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $237.69M USD Point-in-time
Cash, cash equivalents, and restricted cash at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $217.23M USD Point-in-time
Cash, cash equivalents, and restricted cash at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $228.02M USD Point-in-time
Cash, cash equivalents, and restricted cash at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $196.92M USD Point-in-time
Cash, cash equivalents, and restricted cash at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $237.69M USD Point-in-time
Total cash, cash equivalents, and restricted cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $217.23M USD Point-in-time
Total cash, cash equivalents, and restricted cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $228.02M USD Point-in-time
Total cash, cash equivalents, and restricted cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $196.92M USD Point-in-time
Total cash, cash equivalents, and restricted cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $237.69M USD Point-in-time
Interest InterestPaidNet $2.00K USD 1 Quarter
Interest InterestPaidNet $5.00K USD 1 Quarter
Income taxes IncomeTaxesPaid $10.16M USD 1 Quarter
Income taxes IncomeTaxesPaid $9.69M USD 1 Quarter
Income tax refund ProceedsFromIncomeTaxRefunds $5.09M USD 1 Quarter
Right-of-use assets obtained in exchange for lease obligations NoncashRightOfUseAssetObtainedInExchangeForOperatingLeaseLiability $1.91M USD 1 Quarter
Right-of-use assets obtained in exchange for lease obligations NoncashRightOfUseAssetObtainedInExchangeForOperatingLeaseLiability $20.29M USD 1 Quarter
Accrued purchases of property and equipment FairValueOfAssetsAcquired $608.00K USD 1 Quarter
Accrued purchases of property and equipment FairValueOfAssetsAcquired $251.00K USD 1 Quarter
Stockholders Equity 24 line items
Line Item Tag Value Unit Period
Balance, shares CommonStockSharesOutstanding 21.00M shares Point-in-time
Balance, shares CommonStockSharesOutstanding 21.66M shares Point-in-time
Balance, value StockholdersEquity $351.71M USD Point-in-time
Balance, value StockholdersEquity $317.61M USD Point-in-time
Balance, value StockholdersEquity $391.15M USD Point-in-time
Balance, value StockholdersEquity $391.22M USD Point-in-time
Net earnings NetIncomeLoss $26.55M USD 1 Quarter
Net earnings NetIncomeLoss $24.17M USD 1 Quarter
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $3.48M USD 1 Quarter
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-5.20M USD 1 Quarter
Equity-based compensation expense AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $3.39M USD 1 Quarter
Equity-based compensation expense AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $3.83M USD 1 Quarter
Common stock repurchased and retired, value StockRepurchasedAndRetiredDuringPeriodValue $30.00M USD 1 Quarter
Common stock repurchased and retired, value StockRepurchasedAndRetiredDuringPeriodValue $57.03M USD 1 Quarter
Common stock repurchased and retired, shares StockRepurchasedAndRetiredDuringPeriodShares 785,000.00 shares 1 Quarter
Common stock repurchased and retired, shares StockRepurchasedAndRetiredDuringPeriodShares 284,000.00 shares 1 Quarter
Tax withholding for net-share settled equity awards AdjustmentsRelatedToTaxWithholdingForShareBasedCompensation $1.82M USD 1 Quarter
Tax withholding for net-share settled equity awards AdjustmentsRelatedToTaxWithholdingForShareBasedCompensation $1.41M USD 1 Quarter
Balance, shares CommonStockSharesOutstanding 21.00M shares Point-in-time
Balance, shares CommonStockSharesOutstanding 21.66M shares Point-in-time
Balance, value StockholdersEquity $351.71M USD Point-in-time
Balance, value StockholdersEquity $317.61M USD Point-in-time
Balance, value StockholdersEquity $391.15M USD Point-in-time
Balance, value StockholdersEquity $391.22M USD Point-in-time

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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