NYSE$NUS

Nu Skin Enterprises Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Nu Skin reported strong Q4 2020 results, with revenue and EPS growth driven by exceptional customer growth and successful product introductions.

Nu Skin Enterprises reported a 28% increase in revenue and a 94% increase in EPS for Q4 2020. The company's performance was driven by strong customer growth and successful product launches, particularly in the West markets. The company is projecting continued revenue and EPS growth in 2021.

  • Q4 revenue increased by 28% year-over-year, driven by a 34% increase in customers.
  • EPS grew by 94% compared to the prior year.
  • Manufacturing segment revenue increased by 42%, playing a critical role in maintaining product availability.
  • The company expects continued growth in 2021, driven by product pipeline and digital initiatives.

Headline financials

Total Revenue

$748M

Previous: $583M+28.3%
EPS (adj)

$1.40

Previous: $0.72+94.4%
Capital Expenditures

$15M

Previous: $13.3M+13.0%
Free Cash Flow

$79.7M

Previous: $36.6M+117.6%
Net Income

$73.5M

Previous: $40.1M+83.2%
Operating Income

$88.7M

Previous: $54.7M+62.2%
Gross Profit

$553M

Previous: $443M+25.0%
Cash & Equivalents

$403M

Previous: $336M+20.0%
Total Assets

$1.96B

Previous: $1.77B+10.6%
Stock-Based Comp

$8.62M

Previous: $260K+3215.8%

Revenue & EPS history

Nu Skin · Revenue · Quarterly

$748M

Q4 2020+28.3%vs Q4 2019
Beat estimate in 12 of 16 quarters(75%)
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

The company anticipates a strong 2021, driven by its product pipeline, digital initiatives, and growth in customers and sales leaders. First quarter revenue is projected to be $610 to $640 million, with EPS of $0.65 to $0.75. Full-year revenue is projected to be $2.71 to $2.81 billion, with EPS of $3.80 to $4.10.

Tailwinds

  • Robust product pipeline
  • Digital initiatives
  • Steady growth in customers
  • Steady growth in sales leaders
  • Expansion of customer reach through product launches

Headwinds

  • Risk that epidemics, including the ongoing COVID-19 pandemic, and other crises could negatively impact our business
  • Adverse publicity related to the company’s business, products, industry or any legal actions or complaints by the company’s sales force or others
  • Risk that direct selling laws and regulations in any of the company’s markets, including the United States and Mainland China, may be modified, interpreted or enforced in a manner that results in negative changes to the company’s business model or negatively impacts its revenue, sales force or business, including through the interruption of sales activities, loss of licenses, imposition of fines, or any other adverse actions or events
  • Any failure of current or planned initiatives or products to generate interest among the company’s sales force and customers and generate sponsoring and selling activities on a sustained basis
  • Political, legal, tax and regulatory uncertainties associated with operating in international markets, including Mainland China

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 Q4 2020

Historical avgQ4 2020

-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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