Weight Watchers Swings to 4Q Loss as Consumers Shift to GLP-1s

Dow Jones

Mar 16

By Nicholas G. Miller

Weight Watchers swung to a fourth-quarter loss and reported lower revenue as consumers' shift toward GLP-1 drugs disrupted demand for its weight-loss program.

The company recorded a loss of $5.83 million, or 58 cents a share, compared with a profit of $25.1 million, or 31 cents a share, the year prior.

Revenue fell 12% to $162.8 million, which the company said reflected consumers' shift toward GLP-1 medications.

The company guided for fiscal 2026 revenue of $620 million to $635 million.

"Our industry is undergoing a profound transformation driven by GLP-1 medications," said Chief Executive Tara Comonte.

The company is trying to pivot to a strategy centered around providing customers with GLP-1 drugs in conjunction with behavioral support. The company's clinical subscription business, which includes its GLP-1 access, saw revenue grow 32% in the fourth quarter.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

March 16, 2026 07:26 ET (11:26 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Miller \n\n\n \n\n\n  Weight Watchers swung to a fourth-quarter loss and reported lower revenue as consumers' shift toward GLP-1 drugs disrupted demand for its weight-loss program. \n\n\n  The company recorded a loss of $5.83 million, or 58 cents a share, compared with a profit of $25.1 million, or 31 cents a share, the year prior. \n\n\n  Revenue fell 12% to $162.8 million, which the company said reflected consumers' shift toward GLP-1 medications. \n\n\n  The company guided for fiscal 2026 revenue of $620 million to $635 million. \n\n\n  \"Our industry is undergoing a profound transformation driven by GLP-1 medications,\" said Chief Executive Tara Comonte. \n\n\n  The company is trying to pivot to a strategy centered around providing customers with GLP-1 drugs in conjunction with behavioral support. The company's clinical subscription business, which includes its GLP-1 access, saw revenue grow 32% in the fourth quarter. \n\n\n \n\n\n  Write to Nicholas G. 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