Nature's Sunshine Products (NASDAQ:NATR) Posts Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Key Points

• Nature's Sunshine beat Q1 expectations with $0.30 EPS vs. $0.20 estimate and $122.9M revenue, reporting net sales up 9% YoY, adjusted EBITDA up 33%, improved gross margin to 73.2%, and a strong balance sheet with $87.6M cash and no debt.
• Digital channels are the primary growth driver—North America digital sales rose 42% YoY, new digital customers climbed 60%, and autoship now represents 48% of website sales—while management reiterated 2026 guidance of $500–515M in sales and $50–54M adjusted EBITDA and plans tech/ERP/AI investments toward a long‑term $1B sales/15% EBITDA goal.
• Shares fell about 6.4% to $24.55 after the report, amid recent insider selling (notably the CAO and an EVP) even as analysts raised price targets and the consensus target sits near $31.

Nature's Sunshine Products (NASDAQ:NATR - Get Free Report) posted its quarterly earnings data on Thursday. The company reported $0.30 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.10, FiscalAI reports. Nature's Sunshine Products had a net margin of 4.07% and a return on equity of 14.36%. The firm had revenue of $122.89 million for the quarter, compared to analysts' expectations of $122.15 million.

Here are the key takeaways from Nature's Sunshine Products' conference call:

• Nature's Sunshine reported a strong Q1 with $122.9 million in net sales (up 9% YoY), GAAP net income of $5.1 million ($0.28/share), and adjusted EBITDA up 33% to $14.6 million.
• Digital momentum is a primary growth driver: North America digital sales rose 42% YoY, new digital customers increased 60%, and autoship subscriptions now represent 48% of website sales, improving retention and lifetime value.
• Regional performance was broad-based: APAC grew 7% (China +40% in Q1 but management cautioned this pace is unlikely to repeat), Japan/Korea benefited from a skincare launch, and Europe grew 9% aided by better product availability despite Ukraine-related risks.
• Gross margin improved 116 basis points to 73.2% (management expects ~73% average for 2026) driven by logistics, manufacturing efficiency, sourcing and pricing actions, while the balance sheet shows $87.6 million in cash and zero debt.
• The company reiterated 2026 guidance of $500–515 million in sales and $50–54 million in adjusted EBITDA while planning measured technology and go-to-market investments (CTO hire, ERP/AI work, consultant app) that will temper near-term EBITDA growth but aim to support a long-term vision to reach $1 billion in sales and a 15% EBITDA margin.

Nature's Sunshine Products Stock Down 6.4%

Shares of Nature's Sunshine Products stock traded down $1.69 during trading on Thursday, reaching $24.55. The company's stock had a trading volume of 79,012 shares, compared to its average volume of 69,422. Nature's Sunshine Products has a 52-week low of $12.97 and a 52-week high of $28.14. The company has a market cap of $429.87 million, a price-to-earnings ratio of 23.16 and a beta of 0.95. The firm's 50-day moving average is $25.65 and its two-hundred day moving average is $22.97.

Insider Activity

In related news, CAO Jonathan David Lanoy sold 4,000 shares of the company's stock in a transaction on Friday, March 13th. The shares were sold at an average price of $24.70, for a total transaction of $98,800.00. Following the completion of the sale, the chief accounting officer directly owned 46,405 shares in the company, valued at $1,146,203.50. This represents a 7.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Daniel C. Norman sold 15,383 shares of the company's stock in a transaction on Friday, March 13th. The shares were sold at an average price of $24.52, for a total transaction of $377,191.16. Following the sale, the executive vice president owned 55,693 shares of the company's stock, valued at $1,365,592.36. This represents a 21.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 38,899 shares of company stock valued at $951,206. Corporate insiders own 3.10% of the company's stock.

Institutional Investors Weigh In On Nature's Sunshine Products

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP raised its holdings in Nature's Sunshine Products by 2.2% during the 3rd quarter. Dimensional Fund Advisors LP now owns 913,791 shares of the company's stock valued at $14,181,000 after buying an additional 20,037 shares during the last quarter. Vanguard Group Inc. raised its holdings in Nature's Sunshine Products by 15.3% during the 3rd quarter. Vanguard Group Inc. now owns 803,104 shares of the company's stock valued at $12,464,000 after buying an additional 106,688 shares during the last quarter. Kennedy Capital Management LLC raised its holdings in Nature's Sunshine Products by 14.6% in the 3rd quarter. Kennedy Capital Management LLC now owns 675,764 shares of the company's stock worth $10,488,000 after purchasing an additional 86,128 shares in the last quarter. Renaissance Technologies LLC raised its holdings in Nature's Sunshine Products by 3.3% in the 4th quarter. Renaissance Technologies LLC now owns 524,097 shares of the company's stock worth $11,310,000 after purchasing an additional 16,900 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in Nature's Sunshine Products by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 360,546 shares of the company's stock worth $7,782,000 after purchasing an additional 1,980 shares in the last quarter. 79.40% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on NATR. DA Davidson increased their price objective on Nature's Sunshine Products from $23.00 to $33.00 and gave the company a "buy" rating in a research report on Thursday, March 12th. Weiss Ratings upgraded Nature's Sunshine Products from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Finally, Canaccord Genuity Group increased their price objective on Nature's Sunshine Products from $22.00 to $29.00 and gave the company a "buy" rating in a research report on Tuesday, March 10th. Three research analysts have rated the stock with a Buy rating, According to MarketBeat.com, Nature's Sunshine Products presently has an average rating of "Buy" and a consensus price target of $31.00.

Nature's Sunshine Products Company Profile

Nature’s Sunshine Products, Inc is a global manufacturer and direct seller of nutritional supplements, herbal remedies, and personal care products. The company’s core business centers on research, development and distribution of vitamins, minerals, botanicals and essential oil-based formulations designed to support overall health and wellness. Operating under a network-marketing model, Nature’s Sunshine works through a network of independent distributors who promote and sell its product line directly to consumers.

The company’s product portfolio spans dietary supplements such as single-ingredient vitamins, proprietary herbal blends, sports nutrition formulas and weight-management solutions, along with skin and hair care items based on botanical extracts and essential oils.

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