Overview
Herbal supplements maker's Q4 net sales rose 4.7% yr/yr, adjusted EBITDA up 16%
Outlook
Company expects 2026 net sales to range between $500 mln and $515 mln
Natures Sunshine expects 2026 adjusted EBITDA between $50 mln and $54 mln
Result Drivers
DIGITAL CHANNEL GROWTH - Co said Q4 digital business rose 47% and new digital customers grew 98%, driving North America sales higher
GROSS MARGIN IMPROVEMENT - Co said Q4 gross margin rose to 72.5% from 72.0% due to cost saving initiatives and market mix
HIGHER SG&A COSTS - Co said Q4 SG&A expenses rose due to compensation timing, digital marketing, consultant events, and China service fees
Company press release: ID:nGNX3HgCTC
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$123.8 mln
$121.62 mln (2 Analysts)
Q4 Adjusted Net Income
Beat
$5.4 mln
$3.42 mln (2 Analysts)
Q4 Net Income
$4.1 mln
Q4 Adjusted EBITDA
Beat
$11.9 mln
$10.47 mln (2 Analysts)
Q4 Gross Margin
72.5%
Q4 Operating Income
$5.3 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food processing peer group is "buy"
Wall Street's median 12-month price target for Nature's Sunshine Products Inc is $26.00, about 3.5% above its March 9 closing price of $25.13
The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 20 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)