NYSE$NUS

Nu Skin Enterprises Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Second quarter results improved sequentially and landed within guidance range.

Nu Skin Enterprises reported second quarter 2023 results in line with expectations, driven by gains in Mainland China and Rhyz segments, while being impacted by macro-economic factors in key markets.

  • Revenue was $500.3 million, a decrease of 11% year-over-year, with a 3% negative impact from foreign exchange rates.
  • Earnings per share (EPS) was $0.54, compared to $0.67 in the prior-year quarter.
  • Customer count reached 1,041,118, a decrease of 25% year-over-year, with an adjustment to eligibility requirements accounting for approximately 13% of the decline.
  • Paid Affiliates totaled 187,652, a decrease of 23% year-over-year.

Headline financials

Total Revenue

$500M

Previous: $561M-10.8%
EPS (adj)

$0.54

Previous: $0.77-29.9%
Customers

1.0M

Previous: 1.4M-24.6%
Paid Affiliates

187.7K

Previous: 242.1K-22.5%
Sales Leaders

45.8K

Previous: 50.1K-8.5%
Capital Expenditures

-$26.2M

Previous: -$9.54M-174.7%
Free Cash Flow

$693K

Previous: $24.7M-97.2%
Net Income

$26.9M

Previous: $34.2M-21.5%
Operating Income

$42.5M

Previous: $51.5M-17.5%
Gross Profit

$365M

Previous: $413M-11.6%
Cash & Equivalents

$236M

Previous: $364M-35.3%
Total Assets

$1.89B

Previous: $1.9B-0.4%
Stock-Based Comp

$4.8M

Previous: $2.02M+137.4%

Revenue & EPS history

Nu Skin · Revenue · Quarterly

$500M

Q2 2023-10.8%vs Q2 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Nu Skin · $455M total across 2 segments · Q2 2023

  • Total Nu Skin
    $449M-14.0%
  • Rhyz Other
    $5.72M+1871.7%

Forward guidance

The company is adjusting its 2023 guidance, which continues to show sequential improvements in the back half of the year with a return to year-over-year growth in the fourth quarter.

Tailwinds

  • Sequential improvements expected in the back half of the year.
  • Return to year-over-year growth anticipated in the fourth quarter.
  • Revenue forecast for Q3 2023 is $500 to $540 million.
  • EPS forecast for Q3 2023 is $0.54 to $0.69.
  • Annual revenue is anticipated to be $2.00 to $2.08 billion.

Headwinds

  • Stronger-than-expected U.S. dollar.
  • Persistence of macro headwinds.
  • Foreign currency headwind of approximately 2 to 3 percent.
  • Adjusted reported EPS of $2.15 to $2.45.
  • Negative foreign currency impact of approximately 1 to 2 percent in Q3.

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 Q2 2023

Historical avgQ2 2023

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro