NYSE$NUS

Nu Skin Enterprises Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Nu Skin's first quarter revenue aligned with guidance, but was negatively impacted by foreign currency headwinds. Cost management efforts helped the company post earnings per share in the upper half of its guide.

Nu Skin Enterprises reported first quarter results in line with guidance. Revenue was $417.3 million, a decrease of 13.3% year-over-year, but Rhyz revenue increased by 57.5%. The company reported a loss per share of $(0.01), or earnings per share of $0.09 excluding restructuring charges.

  • First quarter revenue came in at the mid-point of guidance, impacted by foreign currency headwinds.
  • Rhyz business grew nearly 60% year-over-year.
  • Macro-economic environment impacted affiliate and customer growth.
  • Aligned around the upcoming preview of new MYND360 cognitive health line and saw healthy energy for the opening of India next year.

Headline financials

Total Revenue

$417M

Previous: $481M-13.3%
EPS

-$0.01

Previous: $0.37-102.7%
Customers

875.3K

Previous: 1.1M-19.2%
Paid Affiliates

154.2K

Previous: 221.4K-30.4%
Sales Leaders

38.6K

Previous: 43.8K-11.8%
Capital Expenditures

-$12.3M

Previous: -$11.5M-6.9%
Free Cash Flow

-$12.8M

Previous: -$111K-11444.1%
Net Income

-$533K

Previous: $11.4M-104.7%
Operating Income

$8.82M

Previous: $16.1M-45.1%
Gross Profit

$294M

Previous: $348M-15.5%
Cash & Equivalents

$213M

Previous: $230M-7.6%
Total Assets

$1.74B

Previous: $1.82B-4.5%
Stock-Based Comp

$4.24M

Previous: $4M+6.0%

Revenue & EPS history

Nu Skin · Revenue · Quarterly

$417M

Q1 2024-13.3%vs Q1 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Nu Skin · $449M total across 2 segments · Q3 2023

  • Total Nu Skin
    $438M
  • Rhyz Other
    $10.8M+1909.9%

Forward guidance

For the second quarter, the company projects sequential improvement with revenue of $420 to $455 million, assuming an increased foreign currency impact, with reported earnings per share of $0.01 to $0.10 or $0.10 to $0.20 excluding restructuring charges.

Tailwinds

  • Strategic measures to refine cost structure.
  • Cost-saving initiatives to boost productivity.
  • Vigilant in scrutinizing all facets of operations.
  • Prioritizing initiatives to drive revenue.
  • Amplifying margins and securing financial position.

Headwinds

  • Negative foreign currency impacted results more than initially expected.
  • Foreign currency impact will likely continue.
  • Revenue is expected to be $420 to $455 million, (16)% to (9)%.
  • Approximately (4) to (3)% FX impact.
  • Earnings per share of $0.01 to $0.10 or $0.10 to $0.20 non-GAAP.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.9%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-2.1%

Avg return

30 days after

41%

28 / 68 earnings

Positive

+28.3%

Q1 2020

Best reaction

-20.5%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%-10.3%-23.4%
Q4 2025-18.1%-16.7%-29.8%
Q3 2025-15.9%-11.4%-7.8%
Q1 2025+11.2%+18.8%+28.7%
Q4 2024+17.8%+22.0%+26.5%
Q3 2024+1.1%+11.6%+15.7%
Q2 2024-4.0%-9.9%-23.7%
Q1 2024+4.3%+10.3%+8.1%
Q4 2023-20.5%-21.3%-23.8%
Q3 2023-11.2%-8.6%-7.5%
Q2 2023-6.5%-10.7%-18.7%
Q1 2023-3.7%-4.2%-13.1%
Q4 2022+0.3%+1.0%-11.8%
Q3 2022-18.8%-9.4%+7.7%
Q2 2022-3.4%-3.8%-10.3%
Q1 2022-2.8%+0.4%+5.2%
Q4 2021+10.8%+7.9%-4.3%
Q3 2021+6.1%+8.9%+10.5%
Q2 2021+0.9%-0.6%-7.0%
Q1 2021+11.7%+13.5%+17.0%
Q4 2020-13.0%-20.8%-14.9%
Q3 2020+3.9%-10.3%+0.9%
Q2 2020+2.3%+3.3%+3.1%
Q1 2020+28.3%+24.9%+44.6%
Q4 2019-13.4%-12.0%-43.6%
Q3 2019-15.3%-11.5%-19.2%
Q2 2019+5.8%+6.6%+11.9%
Q1 2019+26.9%+15.5%-4.9%
Q4 2018-7.4%+1.4%-9.7%
Q3 2018-13.4%-10.5%-12.1%
Q2 2018+15.7%+12.8%+8.9%
Q1 2018-1.1%+1.8%+11.8%
Q4 2017-1.6%+1.7%+5.8%
Q3 2017-4.3%-5.4%+4.3%
Q2 2017-2.9%-2.3%-2.1%
Q1 2017-2.5%+1.5%+1.7%
Q4 2016-12.3%-12.6%-4.6%
Q3 2016-8.7%-8.2%-14.0%
Q2 2016+12.2%+10.8%+11.1%
Q1 2016+3.2%
Q4 2015-11.3%
Q3 2015+4.5%
Q2 2015+16.2%
Q1 2015-5.0%
Q4 2014+18.4%
Q3 2014-19.6%
Q2 2014-17.4%
Q1 2014-10.9%
Q4 2013-5.8%
Q3 2013+8.6%
Q2 2013+5.3%
Q1 2013+5.0%
Q4 2012-0.7%
Q3 2012+16.7%
Q2 2012+15.9%
Q1 2012-12.8%
Q4 2011-0.1%
Q3 2011-3.9%
Q2 2011-4.0%
Q1 2010+1.6%
Q1 2011+1.6%
Q4 2008-2.0%
Q4 2010-2.0%
Q3 2010-2.1%
Q3 2009-2.1%
Q4 2009-6.1%
Q2 2010-6.1%
Q2 2009-6.1%

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