Nature's Sunshine Products (NATR)
NASDAQ:NATR
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.25Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflected a predominantly positive performance backdrop: record annual sales, strong digital acceleration, improving margins, meaningful adjusted EBITDA and cash-generation improvement, plus a healthy balance sheet and a clear ambition toward a $1B revenue target. Management is deliberately investing to accelerate growth (digital, product innovation, geographic expansion), which tempers near-term EBITDA progression and increases SG&A. Key risks noted were APAC lumpiness, potential channel conflict, inventory and macro/geopolitical uncertainty (tariffs, inflation, war impacts). On balance, the operational and financial momentum plus strategic clarity outweigh the manageable near-term costs and risks.Company Guidance
Record Annual and Strong Quarterly Sales
Full-year 2025 net sales of $480.1M, a company record and up 6% year-over-year (5% ex-FX); Q4 net sales $123.8M, up 5% year-over-year (4% ex-FX) and the company’s strongest fourth quarter on record.
Robust Digital Growth
North America digital sales grew 47% in Q4; new digital customers nearly doubled year-over-year; website digital subscriptions increased 260 basis points to represent 47% of digital revenue; TikTok subscription comprised 25% of TikTok revenue, demonstrating strong customer acquisition and subscription momentum.
Regional Strength — North America and Europe
North America Q4 sales $37.4M, up 6% year-over-year. Europe Q4 sales $25.2M, up 18% (14% constant currency), driven by 23% growth in Eastern Europe and improved product availability.
Encouraging APAC Subscription Adoption
APAC Q4 sales $55.7M (down 1% YoY, -1% CC) but strong subscription traction: Japan subscription auto-ship accounts for nearly 50% of sales; China subscription auto-ship grew to 18% of revenue in Q4 after launching in H1 2025 (was 12% in Q3).
Margin and Profitability Improvements
Gross margin improved 55 basis points to 72.5% from 72.0% a year ago, benefiting from sourcing, manufacturing efficiencies and logistics renegotiations; volume incentives fell to 29.1% of net sales from 31.1%.
Profitability and Cash Flow Gains
Q4 GAAP net income attributable to common shareholders of $4.1M ($0.23/diluted) vs a loss of $0.3M ($0.02) year-ago; Q4 adjusted EBITDA $11.9M, up 16% YoY; FY 2025 adjusted EBITDA $49.4M, up 22% YoY and above the high end of guidance; net cash provided by operations $35.3M vs $25.3M prior year.
Strong Balance Sheet and Capital Return
Cash and cash equivalents of $93.9M with zero debt; repurchased 1.3M shares for ~$16.3M in 2025 with $17.4M remaining on the repurchase program.
Forward-Looking Growth Plan and Guidance
2026 guidance: net sales $500M–$515M (4%–7% growth) and adjusted EBITDA $50M–$54M (1%–9% growth). Management outlined a strategic 'vision for growth' targeting $1B in sales via digital expansion, channel and geographic expansion, product innovation, supply-chain leverage and M&A.
NATR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NATR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $25.08 | $24.76 | -1.28% |
Nov 06, 2025 | $13.73 | $17.92 | +30.52% |
Jul 31, 2025 | $14.01 | $15.80 | +12.78% |
May 06, 2025 | $12.41 | $13.25 | +6.77% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nature's Sunshine Products (NATR) report earnings?
Nature's Sunshine Products (NATR) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Nature's Sunshine Products (NATR) earnings time?
Nature's Sunshine Products (NATR) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NATR EPS forecast?
NATR EPS forecast for the fiscal quarter 2026 (Q1) is 0.21.