Accessibility StatementSkip Navigation Breakthrough products and upgrades redefine cellular skincare for radiant, resilient skin SALT LAKE CITY, Sept. 11, 2025 /PRNewswire/ -- USANA (NYSE: USNA), a global leader in cellular nutrition, has unveiled the next evolution of its Celavive skincare brand. The launch includes potent new offerings, enhanced formulas, and the recruitment of two globally acclaimed beauty authorities as international spokespeople. This new era of Celavive combines advanced science with ...

Core Viewpoint - A new individual business named "Khorchin Right Banner Xinding Qiao Daily Chemical Store" has been established, focusing on the sale of daily chemical products and related items [1] Company Summary - The legal representative of the new business is Liang Yong [1] - The registered capital of the business is 500,000 RMB [1] - The business scope includes general projects such as sales of daily chemical products, internet sales (excluding items requiring permits), specialized chemical product sales (excluding hazardous chemicals), daily necessities sales, and personal hygiene products sales [1] Industry Summary - The establishment of this business indicates a growing market for daily chemical products and personal care items in the region [1] - The inclusion of internet sales in the business model reflects a trend towards e-commerce in the daily chemical and personal care industry [1]

Core Insights - Stonegate Capital Partners has initiated coverage on Nu Skin Enterprises Inc. (NUS) [1] - NUS reported revenue of $386.1 million, adjusted net income of $21.1 million, and adjusted EPS of $0.43, exceeding guidance [1] - The Rhyz Manufacturing segment experienced a 17% year-over-year revenue growth [1] - Gross margin for the quarter was 68.8%, reflecting a quarter-over-quarter expansion of 106 basis points from Q1 2025 [1] - Adjusted net income grew by 103.5% year-over-year, driven by revenue growth and operational optimization [1] - The company is positioned for a solid second quarter of 2025 with continued net income margin expansion [1] Financial Performance - Revenue was at the high end of the guidance range, which was between $355.0 million and $390.0 million [1] - Adjusted EPS of $0.43 significantly outpaced the guidance range of $0.20 to $0.30 [1] - Latin America revenue increased by 107% year-over-year [7] - The company achieved a net cash position ahead of schedule [7] Strategic Developments - The expansion in India and the launch of the Prysm iO device are on track [7]

Core Insights - Burt's Bees and Mike's Hot Honey have launched a limited-edition moisturizing lip balm that combines Burt's Bees' beeswax formula with Mike's Hot Honey's signature sweet and spicy flavor, available starting May 29, 2025 [1][2][4] Company Overview - Burt's Bees is recognized as the 1 dermatologist-recommended natural skin care brand, known for its original Beeswax Lip Balm and commitment to using natural ingredients without harmful additives [6] - Mike's Hot Honey is the original and leading brand of hot honey in the U.S., known for its unique sweet-then-heat flavor that enhances various dishes and has gained popularity since its inception in 2010 [7] Product Details - The Burt's Bees x Mike's Hot Honey lip balm will be sold exclusively on Burtsbees.com and Burt's Bees TikTok Shop for $3.99, while supplies last [4] - This collaboration aims to provide a playful and flavor-forward experience for consumers, aligning with the summer season [3][4]

Financial Data and Key Metrics Changes - Total revenue for Q4 2024 reached USD 456.8 million, a decrease of 1% year-over-year, or relatively flat on a constant currency basis [10] - Total ad revenue for Q4 2024 was USD 385.9 million, a decrease of 4% year-over-year [11] - Value-added service revenues for Q4 2024 reached USD 71 million, an increase of 18% year-over-year [11] - For the full year 2024, total revenue was USD 1.75 billion, relatively flat year-over-year, or an increase of 1% on a constant currency basis [11] - Non-GAAP operating income for Q4 2024 was USD 136.2 million, representing a non-GAAP operating margin of 30% [11] - Full year 2024 non-GAAP operating income was USD 584.1 million, with a margin of 33% [12] Business Line Data and Key Metrics Changes - Advertising and marketing revenues for Q4 2024 were USD 385.9 million, a decrease of 4% year-over-year [52] - Mobile ad revenue contributed approximately 94% of total ad revenue in Q4 2024 [53] - Value-added service revenue for the full year 2024 increased by 13% to USD 256 million [53] Market Data and Key Metrics Changes - In Q4 2024, the automotive sector saw solid growth, driven by the increasing market penetration of new energy vehicles [23] - Ad revenue from the online game, cosmetics, personal care, and luxury industries showed a declining trend in Q4 2024 [24] - The government introduced stimulus policies in Q4 2024, positively impacting the digital product and e-commerce sectors [25] Company Strategy and Development Direction - The company plans to focus on user growth, content ecosystem enhancement, and operating efficiency in 2025 [29] - There is an emphasis on integrating social products and revamping the recommendation system to drive user engagement [30] - The company aims to strengthen its competitive edge in the content ecosystem and enhance operating efficiency as key goals for 2025 [27] Management's Comments on Operating Environment and Future Outlook - Management noted that while some industries fell short of expectations in 2024, effective cost management allowed for stable operating income [27] - The company expects to see a rebound in macroeconomic conditions and consumer spending as government policies take effect [26] - Management remains cautious about the gaming industry due to a lack of major game launches in 2024 [94] Other Important Information - The company announced an annual cash dividend of USD 0.82 per ordinary share for the fiscal year 2022, totaling approximately USD 200 million [68] - The Board's capital allocation strategy focuses on balancing long-term growth with shareholder returns [106] Q&A Session Summary Question: Future strategy of AI applications - Management highlighted ongoing integration of multiple AI models and the development of products based on large language models, with a focus on enhancing search capabilities and monetization [72][73][81] Question: 2025 outlook for advertisement - Management expects positive impacts from national subsidy policies on automotive and e-commerce sectors, while remaining cautious about discretionary industries like beauty and personal care [86][88][96] Question: Shareholder return policy - Management emphasized a balanced capital allocation strategy that supports long-term growth while delivering value to shareholders, including the potential for share buybacks [102][106]