NYSE$NUS

Nu Skin Enterprises Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Announced fourth quarter and 2021 results and provided initial 2022 outlook and introduced Nu Vision 2025.

Nu Skin Enterprises reported a Q4 revenue of $673.4 million, a 10% decrease compared to the prior-year quarter. EPS was reported at $(0.18), or $1.11 excluding restructuring and impairment charges. The company is focusing on its Nu Vision 2025 strategy to accelerate growth.

  • Revenue: $673.4 million; (10)%.
  • Earnings Per Share (EPS): $(0.18) or $1.11 excluding restructuring and impairment charges, compared to $1.40 in Q4 2020
  • Sales Leaders: 61,515; (13)%.
  • Customers: 1,367,559; (12)%.

Headline financials

Total Revenue

$673M

Previous: $748M-10.0%
EPS (adj)

$1.11

Previous: $1.40-20.7%
Customers

1.4M

No prior period
Sales Leaders

61.5K

No prior period
Capital Expenditures

$18.2M

Previous: $15M+21.4%
Free Cash Flow

$91.3M

Previous: $79.7M+14.6%
Net Income

-$9.23M

Previous: $73.5M-112.6%
Operating Income

$20.3M

Previous: $88.7M-77.1%
Gross Profit

$500M

Previous: $553M-9.7%
Cash & Equivalents

$340M

Previous: $403M-15.7%
Total Assets

$1.91B

Previous: $1.96B-2.6%
Stock-Based Comp

$6.72M

Previous: $8.62M-22.1%

Revenue & EPS history

Nu Skin · Revenue · Quarterly

$673M

Q4 2021-10%vs Q4 2020
Beat estimate in 13 of 16 quarters(81%)
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's 2022 revenue guidance is $2.66 to $2.77 billion with EPS of $4.05 to $4.45. First quarter projected revenue is $560 to $590 million with EPS of $0.65 to $0.75. Although our near-term guidance continues to be impacted by global uncertainty, we believe our strategic initiatives will enable stronger growth in the second half.

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 2021

Historical avgQ4 2021

-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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