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Nutrisystem, Inc. Message Board

  • ohshaw ohshaw Oct 5, 2005 2:36 PM Flag

    Need 10-fold rev growth

    Insider sales have been large and frequent for the past 3 months. Mgmt loves all this optimism. But there are no patents on this business. They will not grow without aggressive new competition from others enjoying a low barrier to entry. Currently gross sales need to grow by 8-fold to get a price-to-sales to a more sane but generous 1.5. If margins contract due to competition, they could easily need 10-fold growth in sales to yield a 20s PE at the current stock price. You really think they can grow sales 10-fold anytime soon?

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