NATURE'S SUNSHINE PRODS

Nature's Sunshine reported a record second quarter with $117 million in net sales and a 73.7% gross margin, but management lowered full-year net sales guidance to $490–500 million and trimmed EBITDA guidance amid currency headwinds and a 20% sales decline in China. North America digital sales rose 26% and social commerce jumped 177%, with autoship subscriptions gaining share, while SG&A and volume incentives increased as growth investments ramp. The company named Ruth Perkins CFO and Janine Weber president of North America to support a push to double sales, but risks remain from the China setback and a pressured North American direct-selling channel. » Altro su finance.yahoo.com

Nature’s Sunshine presented at the growth conference a plan to accelerate growth through geographic expansion, digital D2C growth, targeted bolt‑on acquisitions and product innovations. The goal is to raise revenue from about $480m (2025) to $1bn and lift the EBITDA margin from 10% to 15%; the company has roughly $100m in cash and no debt. Key drivers are the fast‑growing digital business, the Asia‑Pacific region (40% of revenue) and an in‑house manufacturing capacity in Utah intended to enable economies of scale. Management emphasizes a disciplined M&A approach (target sizes $75–125m) and a multi‑channel strategy with separate product lines for advisors and digital channels. » Altro su de.investing.com

Nature’s Sunshine reported adjusted EPS of $0.21 for Q2 2026 on revenue of $117.0 million, both below consensus estimates ($0.29 and $123.7 million). Despite record sales for a second quarter and a gross margin of 73.7%, management cut the full-year outlook due to weaker sales in China and currency headwinds. The digital business grew strongly, with social commerce up 177%, while the North American direct selling business softened. The stock fell about 9.9% in after-hours trading; the company holds $82.5 million in cash and has no debt. » Altro su de.investing.com