What is the revenue and EPS growth rate for Nature's Sunshine year over year?

What factors drove the changes in Nature's Sunshine's revenue and profit?

What does Nature's Sunshine do and what are its main business segments?

What were the key takeaways from Nature's Sunshine’s earnings call?

What is Nature's Sunshine's gross profit margin?

What guidance did Nature's Sunshine's management provide for the next earnings period?

What were the key takeaways from Nature's Sunshine's earnings call?

What is the market's earnings forecast for Nature's Sunshine next quarter?

- **$1B Revenue Vision**: CEO targets $1 billion in sales via digital expansion, M&A, and supply chain efficiency, with 2025 annual sales at $480.1 million (+6% YoY). 
- **Digital Growth Engine**: Subscription auto-ship programs (e.g., 47% of North America revenue) drive recurring sales, with Q4 digital sales up 47% YoY. 
- **Profitability Momentum**: Gross margin at 72.5% (up 55 bps YoY), supported by supply chain optimizations and 2026 margin guidance of upper 72%. 
- **Strategic Flexibility**: $93.9 million cash position enables investments in digital marketing and M&A.

**【CEO Summary Section】**
- CEO outlines a $1 billion revenue target, emphasizing 7 growth drivers: digital expansion, direct selling penetration, geographic expansion, retail channel exploration, brand differentiation, supply chain efficiency, and M&A opportunities.
- Highlights strong brand heritage, global reach, and digital transformation momentum, with 2025 annual sales at $480.1 million, up 6% YoY, driven by digital growth and subscription auto-ship programs.

**【CFO Financial Commentary】**
- Q4 2025 net sales of $123.8 million (+5% YoY), with digital sales surging 47% YoY and subscription auto-ship programs (e.g., 47% of North America revenue) driving recurring revenue. 
- 2026 guidance: $500-515 million in net sales and $50-54 million in EBITDA, reflecting investments in digital marketing, M&A, and product innovation. 
- Gross margin improved to 72.5% (up 55 bps YoY) due to supply chain optimizations, with 2026 margin expectations in the upper 72% range. 
- Balance sheet strength ($93.9 million cash, 0 debt) supports strategic initiatives and share buybacks ($17.4 million remaining).

Nature's Sunshine Products, Inc.(NATR)-20260311-2025 Q4 Earnings call transcript

- **Digital Business Dominance**: 36% YoY growth in digital channels, with autoship program adoption rates exceeding 50% in key markets.
- **Profitability**: GAAP net income up 23% YoY, with operating cash flow increased 93% YoY to $25.4 million, supporting strategic investments in AI and digital transformation.
- **Market Leadership**: APAC region net sales up 17% YoY, with 12% new customer acquisition rates and 14% R&D spend as a percentage of revenue.
- **Operational Efficiency**: 15% reduction in SG&A expenses as a percentage of revenue, maintaining a clean balance sheet with no debt and $95.6 million in cash equivalents.


**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 net sales reached $476 million, a 5% year-over-year increase, driven by digital business expansion and cost optimization. 
- **AI & Innovation**: Investment in AI and digital transformation is expected to contribute 12% of total revenue in Q4, with autoship program adoption rates exceeding 50% in key markets.
- **Gross Margin Expansion**: Achieved a 200 basis points of gross margin improvement to 73.3%, with plans to maintain this trend through 2026.

**【CFO Financial Commentary】**
- **Profitability**: GAAP net income of $5.3 million, representing a 23% year-over-year increase in net income. 
- **Cash Flow Management**: Operating cash flow increased 93% YoY to $25.4 million, supporting share buyback programs and strategic investments in digital advertising.
- **Cost Efficiency**: SG&A expenses as a percentage of net sales decreased by 15% YoY, with 12 new product innovations and operational efficiencies driving 14% R&D spend as a percentage of revenue.

**【Q&A Key Highlights】**
- **Digital Business Momentum**: Digital channel sales grew 36% YoY, with autoship program adoption rates exceeding 50% in key markets.
- **APAC Market Leadership**: Q3 2025 APAC region net sales reached $64.7 million, a 17% YoY increase, supported by 12% new customer acquisition rates.
- **Europe Expansion**: 14% YoY growth in Europe, with 100% of products now include AI-driven customer retention metrics exceed industry benchmarks.


Nature's Sunshine Products, Inc. (NATR) Q3 2025 Earnings Call Transcript

- **Revenue Growth Accelerates**: Q2 revenue up 4% YoY to $115 million, driven by North America's 34% digital sales growth and Japan's 27% local currency expansion.
- **Digital Strategy Payoff**: Digital now 53% of DTC sales, with EBITDA guidance range tied to digital acceleration (target 25-30% growth).
- **Guidance Uptick**: Full-year revenue raised to $460-475 million, reflecting confidence in North America's digital momentum and core stabilization.
- **Gross Margin Improvement**: 36 bps expansion to 71.7%, with FX headwinds expected to ease in H2.
- **New Product Success**: Marine Glo collagen launch exceeds expectations, capitalizing on 15-20% annual collagen market growth.

**【CEO Summary Section】**
- Q2 revenue of $115 million, up 4% YoY, driven by North America's digital sales growth (34%) and Japan's 27% local currency sales increase.
- Adjusted EBITDA rose 8% to $11 million, supported by strong execution in Japan, Central Europe, and North America's digital strategy.
- Key challenges include macroeconomic headwinds in Taiwan and South Korea, with softer consumer spending and trade policy uncertainty.
- Full-year guidance raised to $460-475 million revenue and $41-45 million EBITDA, reflecting confidence in North America's digital momentum and core business stabilization.

**【CFO Financial Commentary】**
- Gross margin improved 36 basis points to 71.7%, but growth muted by market mix and FX headwinds.
- SG&A expenses rose to $43.7 million (38.1% of sales) due to digital ad spend and compensation timing.
- Digital business now accounts for 53% of DTC sales, with the Subscribe & Thrive program driving retention and order growth.
- Inventory increased to $69.3 million to mitigate tariff risks, while cash remained strong at $81.3 million.

**【Q&A Key Highlights】**
- **Digital Growth Drivers**: CFO notes EBITDA guidance range hinges on digital acceleration, with Q2 digital ad spend yielding strong returns. Management aims for 25-30% digital sales growth in North America.
- **Asia Pacific Challenges**: Taiwan and South Korea face tough year-over-year comps, but Japan's 4-quarter streak of 20%+ growth offsets regional volatility.
- **Gross Margin Outlook**: FX headwinds expected to ease, enabling modest gross margin improvement in H2 despite tariff risks.
- **Innovation Momentum**: New Marine Glo collagen product launched in Q2, exceeding expectations and aligning with high-growth collagen market trends.

Nature's Sunshine Products, Inc. (NATR) Q2 2025 Earnings Call Transcript

- **Revenue Beat Expectations**: Q1 2025 revenue $113 million (+5% YoY), driven by APAC (+10%) and Europe (+9%).
- **Digital Growth Strong**: Digital sales +19% YoY, Subscribe & Thrive program at 26% of total sales.
- **Tariff Mitigation**: 9-12 months inventory buffer; FY2025 guidance includes $5 million tariff headwind.
- **Sustainability Milestones**: 50% carbon reduction, 100% solar manufacturing, zero waste to landfill in US.
- **Share Buyback Expansion**: $33.3 million program to capitalize on undervalued shares.
- **Guidance Cautious**: FY2025 net sales $445-470 million, EBITDA $38-44 million, reflecting macro and tariff risks.

**【CEO Opening Remarks】**
- **Q1 2025 Results**: Revenue of $113 million (constant currency $115 million), up 5% YoY, beating expectations. Adjusted EBITDA rose 20% to $11 million.
- **Regional Performance**: 
  - **APAC**: 10% growth on local currency, Japan and Taiwan up 24% and 18% respectively. 
  - **Europe**: 9% growth, Central Europe up 16%. 
  - **North America**: Down 4% YoY but 3rd consecutive quarter of sequential order growth.
- **Digital Growth**: Digital sales +19% YoY, Subscribe & Thrive program at 26% of total sales.
- **Tariff Mitigation**: 9-12 months of inventory for high-risk products; $5 million FY2025 headwind from tariffs.
- **Sustainability**: Achieved 50% carbon reduction, 35% waste cut; 100% solar power at manufacturing.

**【CFO Financial Commentary】**
- **Net Sales**: $113.2 million (+2% YoY, +5% constant currency). 
- **Gross Margin**: 72.1% (up 90bps YoY), driven by cost management and supply chain resilience.
- **SG&A**: $40.6 million (-0.5% YoY), with 35.8% of net sales vs 36.7% prior year.
- **Balance Sheet**: $86.5 million cash, $33.3 million share repurchase program (up from $30 million).
- **Guidance**: FY2025 net sales $445-470 million (YoY -1% to +5%), EBITDA $38-44 million.

**【Q&A Highlights】**
- **Guidance Context**: Conservative stance due to macroeconomic uncertainty and tariffs. Midpoint assumes stable conditions, lower end reflects recession.
- **Digital Toolkit**: Launching in North America H2 2025; no disruption expected, incremental opportunity for practitioners.
- **Regional Growth Drivers**: APAC and Europe growth driven by new customers and product innovation; North America recovery supported by new leadership and tools.
- **Financial Cadence**: Gross margin to improve modestly, SG&A stable at $40-42 million quarterly.
- **Share Buybacks**: Aggressive purchases planned to capitalize on undervalued shares.

Nature's Sunshine Products (NATR)-6 May 25-2025 Q1 Earnings call transcript

- **Record Q4 Revenue**: $120M (constant currency) with 10% YoY growth, driven by Asia Pacific's 21% surge.
- **Digital Transformation Success**: North America digital sales up 22% FY24, outpacing industry growth.
- **2025 Growth Strategy**: AI-powered tools for distributors set to launch Q3/Q4 2025 to boost sales efficiency.
- **Tariff Risk**: Potential $2-3M gross margin impact if U.S.-China tariffs materialize.
- **Geopolitical Caution**: Europe growth reliant on Central Europe, while Russia business recovery remains uncertain.


**【CEO Summary Section】**
- Q4 revenue reached $118 million (constant currency: $120 million), up 10% YoY, marking the highest quarterly revenue in company history.
- **Asia Pacific Growth**: Q4 sales rose 21% (local currency) driven by Taiwan (+29%), Japan (+27%), and Korea (+21%). China saw stable growth with higher average order sizes.
- **North America**: Digital sales increased 17% Q4 and 22% FY24, outpacing industry growth. However, core sales declined 2% YoY due to weaker customer activation.
- **Europe**: Q4 sales grew 8% (local currency), with Central Europe up 17% on Power Line products.
- **2025 Strategy**: Launching AI-powered digital tools for distributors in late Q3/Q4 2025 to enhance customer engagement and sales attribution.

**【CFO Financial Commentary】**
- **Q4 Financials**: GAAP net loss of $0.3 million (-$0.02 EPS) vs. $9 million ($0.44 EPS) YoY, due to one-time SG&A costs and FX headwinds. Adjusted EBITDA rose 6% to $10.3 million.
- **FY24 Results**: Full-year revenue $454.4 million (+2% YoY), adjusted EBITDA $40.5 million. Cash reserves $84.7 million with $8.8 million remaining on $30M share buyback.
- **2025 Outlook**: Revenue $445-470 million (YoY growth -1% to +5%), adjusted EBITDA $38-44 million. Tariffs could impact gross margin by $2-3 million.

**【Q&A Key Takeaways】**
- **Tariff Impact**: Potential $2-3 million gross margin hit if U.S.-China tariffs are enacted. 80% of production is U.S.-based, mitigating retaliatory risks.
- **Digital Tools Rollout**: Distributor-facing AI tools to launch late Q3/Q4 2025, focusing on email, social media, and CRM campaigns.
- **China Recovery**: Slow progress in China with cautious optimism for stabilization through digital live streaming.
- **Eastern Europe**: Central Europe growth (Poland, Baltics) offsetting Eastern Europe macro challenges. Russia business unlikely to return without currency stability.


Nature's Sunshine Products (NATR)-11 Mar 25-2024 Q4 Earnings call transcript

Nature's Sunshine Products (NATR)-7 Nov 24-2024 Q3 Earnings call transcript

Nature's Sunshine Products (NATR)-8 Aug 24-2024 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-7 May 24-2024 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-12 Mar 24-2023 Q4 Earnings call transcript

Nature`s Sunshine Products (NATR)-7 Nov 23-2023 Q3 Earnings call transcript

Nature`s Sunshine Products (NATR)-9 Aug 23-2023 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-9 May 23-2023 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-15 Mar 23-2022 Q4 Earnings call transcript

Nature`s Sunshine Products (NATR)-3 Nov 22-2022 Q3 Earnings call transcript

Nature`s Sunshine Products (NATR)-13 Aug 22-2022 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-8 May 22-2022 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-9 Mar 22-2021 Q4 Earnings call transcript

Nature`s Sunshine Products (NATR)-7 Nov 21-2021 Q3 Earnings call transcript

Nature`s Sunshine Products (NATR)-7 Aug 21-2021 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-9 May 21-2021 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-11 Mar 21-2020 Q4 Earnings call transcript

Nature`s Sunshine Products (NATR)-9 Nov 20-2020 Q3 Earnings call transcript

Nature`s Sunshine Products (NATR)-8 Aug 20-2020 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-12 May 20-2020 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-11 Mar 20-2019 Q4 Earnings call transcript

Nature`s Sunshine Products (NATR)-8 Nov 19-2019 Q3 Earnings call transcript

Nature`s Sunshine Products (NATR)-11 Aug 19-2019 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-10 May 19-2019 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-7 Mar 19-2018 Q4 Earnings call transcript

Nature`s Sunshine Products (NATR)-10 Nov 18-2018 Q3 Earnings call transcript

Nature`s Sunshine Products (NATR)-11 Aug 18-2018 Q2 Earnings call transcript

Nature`s Sunshine Products (NATR)-11 May 18-2018 Q1 Earnings call transcript

Nature`s Sunshine Products (NATR)-14 Mar 18-2017 Q4 Earnings call transcript

Actual										0.15		0.34	0.29	0.2	0.32	0.24	0.68	-0.03	0.03	-0.06	0.1	0.23	0.12	0.15	0.45	0.12	0.07	0.27	0	0.25	0.35	0.36	0.3
Forecast																0.18	0.09	0.27	-0.06	0.1	-0.04	-0.01	0.03	0.13	0.15	0.17	0.18	0.1415	0.2	0.165	0.16	0.16	0.1918
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+33.33%	+655.56%	-111.11%	+150.00%	-160.00%	+350.00%	+2400.00%	+300.00%	+15.38%	+200.00%	-29.41%	-61.11%	+90.81%	-100.00%	+51.52%	+118.75%	+125.00%	+56.41%

Actual	--	--	--	--	--	--	--	--	--	--	--	--	--	--	109.00M	114.75M	117.94M	110.49M	104.16M	104.51M	102.75M	108.63M	116.55M	111.20M	108.94M	111.00M	110.55M	114.61M	118.20M	113.25M	114.75M	128.34M	123.81M
Forecast	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	102.80M	109.40M	109.90M	92.00M	103.10M	100.30M	101.52M	103.50M	110.20M	111.10M	111.20M	112.30M	108.94M	109.30M	109.30M	112.25M	120.30M	121.60M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+11.62%	+7.81%	+0.54%	+13.22%	+1.36%	+2.44%	+7.01%	+12.61%	+0.91%	-1.95%	-0.18%	-1.56%	+5.21%	+8.15%	+3.61%	+2.22%	+6.68%	+1.81%

NATR

NATR fundamentals

NATR Q4 2025 Earnings

Earnings Call

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NATR

NATR fundamentals

NATR Q4 2025 Earnings

Earnings Call

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NATR Earnings Call Summary for Q4/20245:00 PM on Mar 11, 2025

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