Napierski positioned Prysm iO as a central part of the company’s move into the “wellness revolution,” describing it as a non-invasive carotenoid measurement device designed to provide insights across four domains: diet, fitness, lifestyle, and nutritional supplementation. He said Nu Skin is building on its portfolio of connected devices and its BioPhotonic Scanner technology.Napierski described “switching costs” tied to changes in business practices during 2025 and into early 2026, but said the company beli ...

Nu Skin Enterprises (NYSE:NUS) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsB.G. Hunt - VP of Treasurer and Investor RelationsDave Storms - Director of Equity ResearchJames Thomas - CFORyan Napierski - President and CEOOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star one ...

Nu Skin Enterprises (NYSE:NUS) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsB.G. Hunt - VP of Treasurer and Investor RelationsDave Storms - Director of Equity ResearchJames Thomas - CFORyan Napierski - President and CEOOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star one ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported revenue of $370 million, with an earnings per share (EPS) of $0.29, aligning with expectations [17][24] - For the full year 2025, adjusted EPS was $1.27, up from $0.84 in the previous year, representing a 51% growth [16][20] - Gross margin for Q4 was 70.7%, down from 71.4% in the prior year, while the core Nu Skin business gross margin improved to 77.6% [17][19] - The company generated $1.49 billion in revenue for the full year, with a foreign currency headwind of approximately $13.4 million [18][21] Business Line Data and Key Metrics Changes - The core Nu Skin business saw a gross margin of 77.4% for the full year, an 80 basis point improvement over the prior year [19] - Selling expenses for the core business were 40.3% for the year, with expectations to maintain around 40% moving forward [20] Market Data and Key Metrics Changes - The company initiated pre-market operations in India in November 2025, with a formal market opening anticipated in late 2026 [5][12] - Latin America continues to show strong performance, providing insights for expansion into new emerging markets [13][44] Company Strategy and Development Direction - The company aims to focus on the $6.8 trillion wellness market with the launch of the Prysm iO Intelligent Wellness Platform [6][15] - Strategic priorities include expanding into India and improving operational performance and efficiencies [12][15] - The company plans to place over 100,000 Prysm iO devices by the end of 2026, targeting 10 million healthy households by 2030 [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to growth by the end of 2026, despite inherent switching costs during the transition [5][15] - The company is cautious about revenue projections for India, focusing on establishing local infrastructure and logistics [35][36] - Management highlighted the importance of the Prysm iO launch in enhancing customer engagement and lifetime value [10][24] Other Important Information - The company ended the quarter with approximately $240 million in cash and reduced outstanding debt to $224 million, resulting in an expanded net cash position [21] - The company returned approximately $11.8 million in dividends and $20 million in share repurchases during the year [21] Q&A Session Summary Question: Insights on Prysm's revenue contribution - Management indicated that the placement of Prysm devices will lead to subscriptions, with an estimated market value of around $300 per device, potentially generating $30 million from device sales alone [32] Question: Thoughts on India market potential - Management sees long-term potential in India but is cautious about immediate revenue forecasts, focusing on local infrastructure and logistics [36][37] Question: Guidance considerations and leverage points - Management discussed modeling for 2026, emphasizing gross margin expansion and maintaining selling expenses around 40% [40][41] Question: Other portfolio performance insights - Management highlighted the restaging of the Tru Face skincare line and improvements in various markets, including China and Latin America [43][44]