Betterware (NYSE:BWMX) Q3 2025 Earnings Call October 23, 2025 05:30 PM ET Company ParticipantsAndres Campos - CEO and PresidentRodrigo Muñoz - CFOConference Call ParticipantsEric Martin Beder - Senior Research AnalystCristina Fernández - AnalystOperatorGood afternoon. Thank you for joining us and welcome to Betterware's third quarter 2025 earnings conference call. Before we begin, the company would like to remind participants that this call may contain forward-looking statements, which are subject to variou ...

Betterware (NYSE:BWMX) Q3 2025 Earnings Call October 23, 2025 05:30 PM ET Company ParticipantsAndres Campos - CEO and PresidentRodrigo Muñoz - CFOConference Call ParticipantsCristina Fernández - AnalystEric Beder - Senior Research AnalystOperatorGood afternoon. Thank you for joining us and welcome to Betterware's third quarter 2025 earnings conference call. Before we begin, the company would like to remind participants that this call may contain forward-looking statements, which are subject to various risks ...

Betterware (NYSE:BWMX) Q3 2025 Earnings Call October 23, 2025 05:30 PM ET Speaker0Good afternoon. Thank you for joining us and welcome to Befra's Third Quarter twenty twenty five Earnings Conference Call. Before we begin, the company would like to remind participants that this call may contain forward looking statements, which are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Please consider these statements alongside the cautionary langua ...

Betterware (NYSE:BWMX) Q3 2025 Earnings Call October 23, 2025 05:30 PM ET Speaker4Good afternoon. Thank you for joining us and welcome to Betterware's third quarter 2025 earnings conference call. Before we begin, the company would like to remind participants that this call may contain forward-looking statements, which are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Please consider these statements alongside the cautionary language and sa ...

3Q25 Earnings Call October 23, 2025 Cautionary Statement Regarding Forward-Looking Statements Matters discussed in this presentation may constitute forward-looking statements. Forward- looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements, which are other than statements of historical facts. The words "believe," "anticipate," "intends," "estimate," "potential," "may," "should," "expect" "pending" a ...

USANA Health Sciences (NYSE:USNA) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Speaker2Greetings and welcome to the USANA Health Sciences third quarter earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to your host, ...

USANA Health Sciences (NYSE:USNA) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Speaker0Greetings, and welcome to the USANA Health Sciences Third Quarter Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Andrew Masuda, Director of Investor Relations.Thank you. You may begin.Speaker1Thanks, Diego, and good morning, ever ...

LifeVantage Conference Call Summary Company Overview - **Company Name**: LifeVantage (NasdaqCM: LFVN) - **Industry**: Direct Selling, Nutraceuticals - **Headquarters**: Near Salt Lake City, Utah - **Years in Business**: 16 years - **Active Customers and Consultants**: Approximately 132,000 globally - **Geographic Presence**: Products sold in about 20 countries, with 80% of revenue from North America [2][4] Financial Performance - **Fiscal Year Ended June 30**: - Revenue: $229 million, up 14% year-over-year [3] - EBITDA: Just under $10 million [3] - **Revenue Model**: 70% of revenue is subscription-based, with a 30-day consumption model for products [2][11] - **Balance Sheet**: - Cash: Approximately $20 million - No debt - Working capital: $24 million [15] Product Portfolio - **Core Products**: - Protandim Nrf2: Flagship product, accounts for 50% of revenue, clinically proven to reduce oxidative stress by 40% in 30 days [6] - TrueScience Liquid Collagen: Increases collagen production by 100% [7] - MindBody GLP-1 System: Natural alternative to synthetic drugs, proven to increase GLP-1 production by over 200% [9] - P84 (from LoveBiome acquisition): Focused on gut microbiome [11] - **Market Potential**: - GLP-1 market projected to grow from $19 billion to $88 billion [10] - Gut health market projected to reach $32 billion [11] Strategic Initiatives - **Acquisition**: Acquired LoveBiome to enhance product offerings and geographic reach [5][11] - **Compensation Plan**: Modernized to attract both traditional business builders and micro-influencers, allowing earnings of up to 40% on product sales [12] - **E-commerce Development**: Partnership with Shopify to enhance customer experience [13][17] Growth Opportunities - **Geographic Expansion**: Underrepresented in Europe and Asia, presenting significant growth opportunities [4][20] - **Product Innovation**: Continuous investment in product development and operational efficiencies [14][17] - **Subscription Model**: Provides consistent revenue stream, reducing volatility [20] Shareholder Returns - **Stock Buyback Program**: $60 million plan, with $17 million remaining for future repurchases [18] - **Dividends**: Regular increases in dividend payouts since introduction [19] Market Positioning - **Health Conscious Consumer Base**: Products cater to a growing trend of proactive health management [19][20] - **Competitive Advantage**: Strong foundation with patented, science-backed products supported by clinical studies [22] Conclusion - LifeVantage is positioned for sustained growth through strategic acquisitions, product innovation, and a strong subscription model, while also focusing on expanding its international presence and enhancing its compensation plan to attract new sales representatives [20][22]

Financial Performance - Q2 2025 revenue was $386.1 million, a decrease of 12.1% year-over-year[6] - Q2 2025 EPS was $0.43, compared to $(2.38) in Q2 2024, or $0.21 excluding impairment and other charges[6] - The company forecasts Q3 2025 revenue to be between $360 million and $390 million, a decrease of 16% to 9% year-over-year[27] - The company projects 2025 revenue to be between $1.48 billion and $1.55 billion, a decrease of 15% to 11% year-over-year[27] - The company anticipates 2025 EPS to be between $3.05 and $3.25, or $1.15 to $1.35 excluding the Mavely gain and other charges[27] Regional Performance - Mainland China accounted for 14% of Q1 revenue distribution[6] - Americas accounted for 7% of Q1 revenue distribution[6] - Revenue from Mainland China decreased by 18% to $53.2 million[10] - Revenue from Americas decreased by 14% to $72.9 million[10] Customer and Affiliate Metrics - Total customers decreased by 14% year-over-year[6] - Total paid affiliates decreased by 16% year-over-year[6] - Total sales leaders decreased by 23% year-over-year[6]

Core Insights - Natural Health Trends Corp. reported a decrease in revenue and net income for the second quarter of 2025, reflecting challenges from economic uncertainty and trade tensions [4][6][7] Financial Highlights - Revenue for Q2 2025 was $9.8 million, down 6% from $10.5 million in Q2 2024 [7] - Operating loss for Q2 2025 was $333,000 compared to a loss of $238,000 in Q2 2024 [7] - Net income for Q2 2025 was $15,000, or breakeven per diluted share, down from $173,000, or $0.02 per diluted share, in Q2 2024 [7] - Year-to-date revenue for the first six months of 2025 was $20.6 million, a decrease of 4% from $21.4 million in the same period of 2024 [7] - Operating loss for the first six months of 2025 was $678,000 compared to $603,000 in the first half of 2024 [7] Member Metrics - The number of Active Members decreased to 29,260 as of June 30, 2025, down from 30,870 at the end of 2024 and 31,110 a year earlier [7] Cash Flow and Balance Sheet - Net cash used in operating activities was $5.2 million in the first half of 2025, compared to $3.0 million in the same period of 2024 [8] - Total cash, cash equivalents, and marketable securities were $34.2 million at June 30, 2025, down from $43.9 million at December 31, 2024 [8] - The company declared a quarterly cash dividend of $0.20 per share, payable on August 22, 2025 [8] Management Commentary - The President of Natural Health Trends Corp. noted that the company is realigning its supply chain to mitigate tariff-related risks and enhance long-term resilience [4][5]