Rhyz
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Stonegate Capital Partners Updates Coverage on NU Skin Enterprises Inc. (NUS) 2025 Q4
TMX Newsfile· 2026-02-13 14:43
Core Insights - NU Skin Enterprises Inc. reported revenue of $370.3 million, adjusted net income of $14.5 million, and adjusted EPS of $0.29, which were below estimates of $380.2 million, $15.1 million, and $0.30 respectively, indicating weaker-than-expected top-line results [1] - The results were at the low end of revenue guidance and the high end of EPS guidance, with a gross margin of 77.6% for the Nu Skin business [1] - Management emphasized strategic penetration into India and other emerging markets, along with margin expansion and a one-time tax benefit, as key contributors to the EPS results for FY25 [1] Financial Performance - Revenue from Rhyz was $48.52 million, comprising $42.45 million from Manufacturing and $6.07 million from Rhyz Other [1] - Selling expenses for the core business decreased to 40.8%, reflecting disciplined spending [1] Strategic Initiatives - Management remains focused on executing strategic initiatives despite the weaker top-line results [1] - The rollout of Prism iO is advancing with a pre-launch in India underway, and a full opening expected in the second half of FY26 [7] - FY26 EPS guidance is set at a midpoint of $1.00 [7]
Stonegate Capital Partners Updates Coverage on NU Skin Enterprises Inc. (NUS) 2025 Q3
Newsfile· 2025-11-07 13:45
Core Insights - NU Skin Enterprises Inc. (NUS) reported Q3 2025 revenue of $364.2 million, adjusted net income of $17.1 million, and adjusted EPS of $0.34, which were below revenue estimates but above EPS estimates [1][7] - The company achieved a gross margin of 70.5% and reduced selling expenses to 35.8% company-wide, indicating effective cost management [1][7] - Management noted double-digit growth in Latin America and improvements across several segments, attributing EPS performance to execution and efficiency despite a challenging macro environment [1][7] Financial Performance - Revenue: $364.2 million, compared to estimates of $374.2 million [1][7] - Adjusted Net Income: $17.1 million, exceeding estimates of $14.7 million [1][7] - Adjusted EPS: $0.34, higher than the estimated $0.30 [1][7] - Gross Margin: 70.5% [1][7] - Selling Expense: 35.8% company-wide, 41.7% within the core business [1][7] Strategic Initiatives - Management remains focused on strategic initiatives despite weaker than expected top-line results [1][7] - Rhyz segment generated $51.6 million in revenue, with $47.6 million from Manufacturing and $4.0 million from Rhyz Other [1][7] - Upcoming product launches include Prysm iO limited preview in late Q4 2025 and pre-market activities in India ahead of a 2026 launch [7] Cash Position and Guidance - Cash reserves stood at $251.7 million [7] - Management has narrowed Q4 and full-year 2025 guidance with a continued focus on maintaining margins [7]