Replies to post #127451 on Savvy Trades and Investments

[RNsidersbuying]

NUS 9.20 (-1.63) - something wrong here??? I thought they just posted good numbers, good guidance, some upcoming catalysts, and then the pps proceeds to nosedive almost 20%...who knows what the crazies will do next?

“We are pleased with our third quarter results, which were in line with expectations, as we continue to navigate a challenging macro environment while preparing for the introduction of our intelligent wellness platform,” said Ryan Napierski, Nu Skin president and CEO. “Our Latin America region once again delivered strong, double-digit year-over-year growth, and we’re encouraged by positive trends such as sequential growth in several of our reporting segments. Through disciplined execution and operational efficiency, we delivered earnings per share at the high end of our guidance range.

“As we look ahead, there is growing excitement and energy for the upcoming launch of our Prysm iO intelligent wellness platform and our expansion into India – two pivotal milestones that will accelerate our vision to become the world’s leading intelligent beauty and wellness company. Our leaders are eager to begin building with Prysm iO with a limited sales leader preview in late Q4 followed by broader sales leader availability and a full consumer launch in 2026. We believe our AI-powered wellness assessment platform will stimulate growth in our nutritional supplements business by providing personalized product recommendations and subscriptions to drive customer lifetime value. We are also preparing for pre-market opening activities in India this month as we build sales momentum ahead of a formal launch in the second half of 2026. We believe these initiatives will lead to a renewed era of growth and shareholder value for Nu Skin.”

“We continue to realize the benefits of our operational discipline with continued improvements in gross margin and further expansion of our net cash position,” said James D. Thomas, chief financial officer. “Looking ahead, we are narrowing our revenue and earnings guidance based on our year-to-date performance. For 2025, we project revenue of $1.48 billion to $1.51 billion and earnings per share of $3.15 to $3.25 with adjusted EPS of $1.25 to $1.35. For the fourth quarter, we project revenue between $365 million and $400 million, with earnings per share in the range of $0.25 to $0.35.”

https://capedge.com/filing/1021561/0001140361-25-040790/8-K/file/2

[researcher59]

SBH +2.43 to 17.11, after posting decent earnings and long term guidance - I sold most of my position this morning and hope to buy back lower.

 
 briefing - 
  
 Sally Beauty beats by $0.07, beats on revs; guides Q1 EPS below consensus, revs below consensus; guides FY26 EPS in-line, revs in-line (14.68 ) : 
 Reports Q4 (Sep) earnings of $0.55 per share, excluding non-recurring items, $0.07 better than the FactSet Consensus of $0.48; revenues rose 1.3% year/year to $947.1 mln vs the $933.24 mln FactSet Consensus. 
 Co issues downside guidance for Q1, sees EPS of $0.43-0.47, excluding non-recurring items, vs. $0.50 FactSet Consensus; sees Q1 revs of $935-945 mln vs. $946.69 mln FactSet Consensus. 
 Co issues in-line guidance for FY26, sees EPS of $2.00-2.10, excluding non-recurring items, vs. $2.02 FactSet Consensus; sees FY26 revs of $3.71-3.77 bln vs. $3.73 bln FactSet Consensus. 
 Long-Term Outlook - The Company is introducing financial targets to reflect its three-year planning horizon ending with fiscal 2028, as follows: 
 Consolidated net sales growth in the range of 1% to 3%, annually; 
 Adjusted Operating Earnings growth in the range of 3% to 5%, annually; 
 Adjusted Diluted EPS growth of 10%+, annually; including approximately 50% of Free Cash Flow deployed towards share repurchases; 
 Capital expenditures in the range of $90 million to $120 million; and 
 Free Cash Flow of approximately $200 million, annually.