ChromaDex Corporation ((NAGE)) has held its Q3 earnings call. Read on for the main highlights of the call.
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The recent earnings call for ChromaDex Corporation painted a picture of robust growth and strategic advancements, tempered by challenges in regulatory landscapes and pricing strategies. The company reported record revenue growth, signaling a strong performance, but acknowledged hurdles in certain markets that could impact future progress.
Record Revenue Growth
Niagen Biosciences, a subsidiary of ChromaDex, reported a remarkable $34 million in revenue for the third quarter of 2025, marking a 33% increase compared to the previous year. This impressive growth was accompanied by a significant rise in net income, which soared to $4.6 million from $1.9 million in the prior year, showcasing the company’s strong financial health.
Strong E-commerce and Distribution Performance
The company’s e-commerce segment demonstrated robust performance with net sales reaching $19 million, a 29% year-over-year increase. Additionally, the distribution business experienced a substantial 109% growth, contributing $7 million in revenue, highlighting the effectiveness of ChromaDex’s multi-channel sales strategy.
New Strategic Partnership
ChromaDex announced a new strategic partnership that grants access to over 8,000 medical and healthcare practitioners. This collaboration is expected to significantly boost Tru Niagen distributor revenues and enhance the company’s market reach.
Expansion in NAD Market
The NAD market is witnessing rapid expansion, with opportunities spanning skincare, cosmetics, food, beverage, and pharmaceuticals. ChromaDex is positioning itself as a leader in this space, leveraging its reputation as the most effective NAD booster.
Improved Gross Margin and Financial Strength
The company reported an improved gross margin of 64.5%, up 100 basis points from the previous year. Ending the quarter with $64.3 million in cash and no debt, ChromaDex demonstrated strong financial resilience and operational efficiency.
FDA Reversal on NMN
A recent FDA reversal on the marketing of NMN as a dietary supplement poses potential challenges for ChromaDex. Despite this, the company remains confident in its superior scientific validation, which it believes will help navigate these regulatory hurdles.
High Pricing in IV and Injection Market
The high cost associated with Niagen Plus IVs and injections is currently limiting market potential, positioning these offerings as luxury products. This pricing strategy may need reevaluation to capture a broader market segment.
Forward-Looking Guidance
ChromaDex revised its full-year revenue growth guidance to 25-30%, reflecting optimism in its strategic initiatives and market opportunities. The company plans to capitalize on significant prospects in the NAD market, including potential applications in skincare, cosmetics, food, beverage, and pharmaceuticals. With the launch of Niagen Plus at-home injection kits and expansion into over 1,000 wellness and healthcare clinics across the U.S., ChromaDex is poised for continued growth.
In conclusion, ChromaDex Corporation’s earnings call highlighted a period of strong performance and strategic growth, underscored by record revenue and robust financial health. While challenges in regulatory environments and pricing strategies persist, the company’s forward-looking guidance and strategic partnerships position it well for future success.