Q3 2025 Nature's Sunshine Products Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $13.73 (-2.83%)

Transcript 10-Q8-K

Key Points

Positve

Natures Sunshine Products Inc (NATR) reported its best quarter ever, with net sales reaching a quarterly record of $128.3 million, a 12% increase from the previous year.
The company experienced strong growth across key regions, including a 17% increase in Asia Pacific and a 13% increase in Europe.
Digital sales in North America grew by 52% year over year, driven by improved digital marketing and customer engagement strategies.
Gross margin improved by 200 basis points to 73.3%, the highest in 15 quarters, due to better conversion costs and disciplined pricing.
The company raised its full-year 2025 guidance for net sales and adjusted EBITDA, reflecting confidence in continued growth and profitability.

Negative

Despite strong performance, the company anticipates a small impact on gross margin due to tariffs, potentially lowering margins to the upper 72% range.
SG&A expenses increased to $45.7 million, driven by higher digital ad spend and other variable costs, which could impact profitability if not managed carefully.
The Asia Pacific region may face flat to slightly negative growth in Q4 2025 due to difficult year-over-year comparisons and revenue timing shifts.
The macroeconomic environment in China remains stable but has not significantly improved, posing potential challenges for sustained growth.
The company faces ongoing macroeconomic and trade headwinds in many markets, which could impact future performance if conditions worsen.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NATR.OQ - Nature's Sunshine Products Inc
Q3 2025 Nature's Sunshine Products Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone, and thank you for participating in today's conference call to discuss Nature Sunshine's financial results for the third quarter end of September 30, 2025. Joining us today are Nature Sunshine CEO Ken Romancy, CFO Shane Jones, and general counsel Nate Brauer.

Following the remarks, we'll open the call for analyst questions.

Before we go further, I would like to turn the call over to Mr. Brower. Has he reads the company's safe harbor statement within the meaning of the Private Securities Litigation Reform Act of 1,995 that provides important provisions regarding forward-looking statements.

Nate, please go ahead.

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