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3 Reasons Growth Investors Will Love BellRing Brands (BRBR)
ZACKS· 2025-05-07 17:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...
Nature's Sunshine(NATR) - 2025 Q1 - Earnings Call Transcript
2025-05-06 22:02
Financial Data and Key Metrics Changes - Revenue for Q1 2025 was reported at $113 million, a 5% increase compared to the prior year, or $115 million on a constant currency basis [9][17] - Adjusted EBITDA increased by 20% to $11 million compared to $9.2 million in the previous year [9][24] - Gross margin improved by 90 basis points to 72.1% year-over-year, reflecting effective cost management and gross margin initiatives [21][24] - GAAP net income attributable to common shareholders was $4.7 million, or $0.25 per diluted share, compared to $2.3 million, or $0.12 per diluted share in the prior year [24] Business Line Data and Key Metrics Changes - In Asia Pacific, revenue grew by 10% on a local currency basis, with standout performances in Japan (24% growth) and Taiwan (18% growth) [10][18] - Europe saw a 9% increase in sales on a constant currency basis, driven by strong performance in Central Europe, which grew by 16% [11][19] - North America experienced a 4% decline in sales, although there were signs of sequential order growth for three consecutive quarters [11][20] Market Data and Key Metrics Changes - Digital sales in Q1 increased by 19%, significantly outpacing the supplement industry's digital growth rate [12][20] - The Subscribe and Thrive Autoship program accounted for approximately 26% of total sales and about 45% of direct-to-consumer sales [12] Company Strategy and Development Direction - The company is focusing on minimizing tariff exposure by increasing raw ingredient inventory and enforcing pricing contracts with suppliers [6][9] - A commitment to sustainability was highlighted, with goals to reduce carbon emissions by 50% and achieve zero waste certification at U.S. distribution centers [13][14] - The company is optimistic about growth opportunities in North America, despite current challenges, and plans to leverage digital transformation initiatives [15][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying demand for products and a positive outlook for 2025, despite macroeconomic uncertainties [6][9] - The company is taking a conservative stance in its guidance, anticipating potential headwinds from tariffs and economic instability [27] Other Important Information - The company repurchased 38,000 shares for approximately $500,000 during the quarter, with an increased share repurchase authority of $25 million [25][26] - Inventory levels increased to $64.9 million, reflecting a strategic decision to prepare for potential tariff-related costs and delays [24] Q&A Session Summary Question: How did Q1 come in versus internal expectations? - Management indicated that Q1 performance was slightly ahead of internal expectations [32][36] Question: Can you clarify guidance in light of macroeconomic conditions? - Management noted that the midpoint of guidance assumes continued macroeconomic instability, while the lower end reflects a potential recession [37][40] Question: What are the expectations for the new digital toolkit launch? - Management confirmed that the digital toolkit is on track for launch in the second half of 2025, with no anticipated order disruptions [45][46] Question: What are the drivers for continued growth in Europe and Asia? - Management expressed confidence in market opportunities and strong fundamentals driving growth in these regions [54][56] Question: How is the company addressing challenges in North America? - Management highlighted a focus on building fundamentals, new leadership, and the introduction of a new toolkit to support practitioners and retailers [59][60]
Nature's Sunshine(NATR) - 2025 Q1 - Earnings Call Transcript
2025-05-06 21:00
Financial Data and Key Metrics Changes - Revenue for the first quarter was reported at $113 million, reflecting a 5% increase compared to the prior year, or a 2% increase when excluding foreign exchange impacts [8][15] - Adjusted EBITDA increased by 20% to $11 million compared to $9.2 million in the previous year [22] - GAAP net income attributable to common shareholders was $4.7 million, or $0.25 per diluted share, compared to $2.3 million, or $0.12 per diluted share in the prior year [21] Business Line Data and Key Metrics Changes - In Asia Pacific, revenue grew by 10% on a local currency basis, with standout performances in Japan and Taiwan, where sales increased by 24% and 18% respectively [9][16] - European sales increased by 9% on a constant currency basis, driven by strong growth in Central Europe, which was up 16% [10][17] - North American sales declined by 4%, but there was a positive trend with the third consecutive quarter of sequential order growth [10][18] Market Data and Key Metrics Changes - Digital sales in North America increased by 19%, significantly outpacing the supplement industry's digital growth rate [11][18] - The Subscribe and Thrive Autoship program accounted for approximately 26% of total sales and about 45% of direct-to-consumer sales [11] Company Strategy and Development Direction - The company is focusing on minimizing exposure to tariffs by increasing raw ingredient inventory and enforcing pricing contracts with suppliers [6][7] - A strong emphasis on sustainability initiatives was highlighted, with goals to reduce carbon emissions by 50% and achieve zero waste certification [12][13] - The company is optimistic about growth opportunities in North America, despite current challenges, and plans to leverage digital transformation and strategic initiatives [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying demand for products and a positive outlook for 2025, despite macroeconomic uncertainties [6][14] - The company is taking a conservative stance in its guidance, anticipating potential headwinds from tariffs and economic instability [24][35] Other Important Information - The company repurchased 38,000 shares for approximately $500,000 during the quarter, with an increased share repurchase authority of $25 million [23] - Inventory levels increased to $64.9 million, reflecting a strategic decision to prepare for potential tariff-related costs and delays [22] Q&A Session Summary Question: How did Q1 come in relative to internal expectations? - The company was slightly ahead of internal expectations for the quarter [30] Question: Can you clarify guidance for the balance of the year? - The midpoint of guidance assumes continued macroeconomic instability and potential tariff impacts [35] Question: What are the expectations for the new digital toolkit launch? - The toolkit is on track for launch in the second half of 2025, with no anticipated order disruptions [40][41] Question: What are the drivers for continued growth in Europe and Asia? - Strong fundamentals in sales and marketing are expected to drive growth, with significant market opportunities remaining [48] Question: How is the company addressing the North American market challenges? - Focus on building fundamentals, new leadership, and the introduction of a new toolkit are key strategies [55]
Nature's Sunshine Reports Strong First Quarter 2025 Results
Globenewswire· 2025-05-06 20:05
LEHI, Utah, May 06, 2025 (GLOBE NEWSWIRE) -- Nature's Sunshine Products, Inc. (Nasdaq: NATR) ("Nature's Sunshine"), a leading manufacturer of high-quality herbal and nutritional supplements, reported financial results for the first quarter ended March 31, 2025. First Quarter 2025 Financial Results Management Commentary "2025 got off to a strong start, as first quarter revenue came in at $113 million, up 5% on a constant currency basis, and adjusted EBITDA came in at $11 million, up 20% versus prior year," s ...
FitLife Brands Announces First Quarter Earnings Call
Globenewswire· 2025-05-05 19:00
Core Points - FitLife Brands, Inc. plans to report its financial performance for Q1 of fiscal 2025 on May 15, 2025 [1] - An investor conference call will be held on the same day at 4:30 pm ET, with specific dialing instructions provided for U.S. and international participants [2] - FitLife Brands develops and markets over 250 nutritional supplements and wellness products, primarily targeting health-conscious consumers [3]
Hofseth Biocare ASA: NESTLÉ GARDEN OF LIFE LAUNCHES HBC OMEGO® FULL SPECTRUM OMEGAS IN THE US
Globenewswire· 2025-05-05 12:19
Nestlé-owned Garden of Life has launched OmeGo® Full Spectrum Omegas on Amazon in the US. Branded as “Norwegian Salmon Oil”, it retains the complete balance and nutritional profile of fresh Atlantic salmon in a softgel format. Joining Garden of Life’s portfolio of health supplements available online, Norwegian Salmon Oil containing OmeGo® is gently liberated from fresh, sashimi-grade salmon and provides whole-fish health benefits from its full spectrum of omegas. It differentiates from a competitive Omega-3 ...
Carriage Services (CSV) Q1 Earnings and Revenues Surpass Estimates
ZACKS· 2025-04-30 23:40
Carriage Services (CSV) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this provider of funeral and cemetary services and products would post earnings of $0.51 per share when it actually produced earnings of $0.62, delivering a surprise of 21. ...
Herbalife(HLF) - 2025 Q1 - Earnings Call Transcript
2025-04-30 22:32
Herbalife (HLF) Q1 2025 Earnings Call April 30, 2025 05:30 PM ET Company Participants Erin Banyas - Vice President - Head of Investor RelationsStephan Gratziani - CEOJohn DeSimone - Chief Financial OfficerJohn Baumgartner - Managing Director, Equity ResearchRobert Rigby - AssociateHale Holden - Managing DirectorDouglas Lane - Head of Consumer Products Conference Call Participants None - Analyst Operator Good afternoon, and thank you for joining the First Quarter twenty twenty five Earnings Conference Call f ...
Herbalife(HLF) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:30
Financial Data and Key Metrics Changes - The company's net sales for Q1 2025 were $1.2 billion, down 3.4% compared to Q1 2024, but showed a constant currency growth of 1.4% year over year [10][27] - Adjusted EBITDA for Q1 was $165 million, exceeding guidance, with adjusted EBITDA margins at 13.5%, up 260 basis points year over year [28] - The total leverage ratio was reduced to three times as of March 31, achieving the target set for the end of 2025 nine months ahead of schedule [11][31] Business Line Data and Key Metrics Changes - The number of new distributors joining Herbalife worldwide increased by 16% year over year, marking the fourth consecutive quarter of new distributor growth [12] - The company reported a gross profit margin improvement to 78.3%, up 80 basis points compared to Q1 2024, driven by pricing actions and reduced input costs [28] Market Data and Key Metrics Changes - In Latin America, net sales were down 4% on a reported basis but up 11% on a local currency basis, with a 4% increase in volumes [33] - EMEA net sales were down 2% year over year on a reported basis, while up 3% on a local currency basis, with a 5% decline in volume [34] - North America saw a 4% decrease in net sales year over year, primarily due to an 8% reduction in volumes [35] Company Strategy and Development Direction - The company aims to lead in the health and wellness economy by leveraging its distributor network and enhancing its product offerings through technology and personalization [7][8] - Recent acquisitions of Protocol Health, Pruvit Ventures, and Link Biosciences are intended to strengthen the company's position in personalized health solutions [13][21] - The focus will be on innovation, operational excellence, and sustainable growth rather than just short-term gains [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to adapt to changing consumer expectations and the gig economy, viewing these changes as opportunities for growth [6][8] - The company expects FX to remain a significant headwind for the remainder of 2025, impacting both net sales and adjusted EBITDA [40][43] - The outlook for Q2 2025 includes expected net sales to range from down 3.5% to up 0.5% year over year, with a constant currency basis expectation of down 0.5% to up 3.5% [41][44] Other Important Information - The company plans to launch a beta version of the Protocol platform in July 2025, with a commercial release planned for Q4 2025 [17][18] - The total cash consideration paid for recent acquisitions was $25.5 million, with contingent payments of up to $5 million based on successful launches [39] Q&A Session Summary Question: Can you expand on the monetization strategy of Protocol? - Management indicated that it is early to discuss ROI, but the digital platform aims to support product consumption and distributor engagement [47][50] Question: What is driving the sequential decline in distributor KPIs in North America? - Management noted that the quarter started strong but faced challenges in February, with expectations for improvement in Q2 [61][63] Question: Why was the constant currency sales guidance for 2025 reduced? - The reduction was primarily due to rolling in Q1 trends, with some weakness noted in Asia Pacific and cautious expectations for China [66][67] Question: What are the intentions for Link Biosciences? - The company aims to target both athletes and a more general audience, focusing on hyper-customization in health products [71][75] Question: Is there any additional CapEx associated with the recently acquired assets? - Management confirmed that the CapEx guidance was lowered due to underspending in Q1, but future months will include necessary expenditures for the acquisitions [92][93]
Global Convention 2025 Empowers Consultants to ‘Go Further’ with Exclusive Trainings, Product Announcements, and New Incentives to Drive Growth
Globenewswire· 2025-04-28 12:00
Core Insights - LifeVantage Corporation successfully concluded its annual Global Convention in Salt Lake City, attended by over 2,000 Independent Consultants from around the world, focusing on business updates, product announcements, and training initiatives [1][2] Group 1: Product Launch and Expansion - The MindBody GLP-1 System™, previously available in the U.S. and Japan, is now launched for consumers in Europe, Mexico, Thailand, Australia, and New Zealand, marking a significant step in LifeVantage's global expansion [2] - Clinical study results revealed that both the MindBody GLP-1 System™ and MB System™ increased GLP-1 levels in the body by over 200 percent on average [3] Group 2: Sales Incentives and Events - The Drive ERA Q2 Sales Incentive doubles the bonus for Consultants reaching Senior Consultant 1 rank through customer enrollment and retention within the first three months [4] - LifeVantage announced the Executive Destination Trip for North American and European markets will take place in Thailand in 2026, along with the Activate Virtual Event on July 12 and the U.S. Momentum Academy scheduled for October 23-25 in Dallas, Texas [5] Group 3: Company Overview - LifeVantage Corporation is a pioneer in nutrigenomics, offering a range of health and wellness products designed to activate optimal health processes at the cellular level, including the Protandim® family, TrueScience® Liquid Collagen, and AXIO® nootropic energy drink mixes [6]