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Nu Skin(NUS) - 2025 Q3 - Quarterly Results
Nu SkinNu Skin(US:NUS)2025-11-06 21:26

Financial Performance - Q3 2025 revenue was $364.2 million, a decrease of 15.3% year-over-year, or 11.5% excluding Mavely 2024 revenue[3] - Earnings per share (EPS) increased to $0.34 compared to $0.17 in the prior year[3] - Q4 2025 revenue guidance is projected between $365 million and $400 million, reflecting a decline of 18% to 10% year-over-year[6] - Full-year 2025 revenue is expected to be between $1.48 billion and $1.51 billion, a decrease of 15% to 13% year-over-year[7] - Total revenue for the three months ended September 30, 2025, was $364,211, a decrease of 15.3% compared to $430,145 in the same period of 2024[21] - Net income for the three months ended September 30, 2025, was $17,079, compared to $8,302 in Q3 2024, reflecting a positive growth trend[21] - The forecasted revenue for 2025 is projected to be between $1,479,839 and $1,514,839, indicating a cautious outlook for the upcoming year[27] Customer Metrics - Customer count decreased by 10% to 746,256, while paid affiliates and sales leaders decreased by 13% and 19%, respectively[3] - Total customers decreased by 10% to 746,256 in Q3 2025 from 831,768 in Q3 2024, with significant declines in Mainland China (29%) and Southeast Asia/Pacific (13%)[19] - Total paid affiliates decreased by 13% to 130,096 in Q3 2025 from 149,264 in Q3 2024, indicating a decline in the sales force[19] Profitability and Margins - Gross margin improved to 70.5% from 70.1%, with operating margin increasing to 5.9% from 4.2%[5] - The company reported a gross profit of $256,723 for Q3 2025, down from $301,463 in Q3 2024, resulting in a gross margin of approximately 70.5%[21] - Operating income for the nine months ended September 30, 2025, was $42,519, a significant improvement from a loss of $98,504 in the same period of 2024[21] - Adjusted earnings per share for 2025 are expected to be between $1.25 and $1.35, excluding the impact of certain charges and gains[26] Cash Flow and Financial Health - The company reported $3.0 million in dividend payments and $5.0 million in stock repurchases during the quarter[6] - The company’s cash and cash equivalents increased to $251,787 as of September 30, 2025, from $186,883 at the end of December 2024[23] - The company’s total liabilities decreased to $624,611 as of September 30, 2025, from $817,459 at the end of December 2024, reflecting improved financial health[23] Future Plans and Developments - The company plans to introduce the Prysm iO intelligent wellness platform in late Q4 2025, with a full consumer launch expected in 2026[4] - The company is preparing for pre-market opening activities in India, with a formal launch planned for the second half of 2026[4] Regional Performance - Latin America region showed strong double-digit year-over-year growth, indicating positive trends in certain segments[3]