Nature's Sunshine Products, Inc. (NATR) Earnings Call Transcripts

Nature's Sunshine Products, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Nature's Sunshine Products, Inc. (NATR:US) reported a strong performance with net sales of $122.9 million, reflecting a 9% year-over-year increase, marking the strongest first quarter in company history. Adjusted EBITDA surged 33% to $14.6 million, driven by robust growth in digital channels and the Autoship subscription program. Management reiterated its full-year guidance for net sales between $500 million and $515 million, indicating a year-over-year growth of 4% to 7%, while signaling a cautious outlook due to potential geopolitical impacts on consumer behavior.

Reported metrics

Guidance from management

Management reiterated full-year guidance for net sales between $500 million and $515 million and adjusted EBITDA of $50 million to $54 million, reflecting cautious optimism amid geopolitical uncertainties.

What management said

I'll let Shane -- Susan, great to hear your voice, and I hope we'll catch up soon personally. I'll give you a general answer, and then Shane has got a got a very -- a latter approach to how we're going to do this. It's really through scale. If we get the volume growth accelerated and we have good cost discipline, we can get the scale, and it comes in several areas. It's not just 1 big idea. It comes in several area...

What analysts pressed on

Analysts expressed concerns about the sustainability of the high growth rates in China and the potential impact of geopolitical tensions on consumer behavior and costs. There were also inquiries regarding the company's ability to maintain EBITDA margins amid increased investments in technology and digital capabilities.

Main topics on the call

• Strong Revenue Growth — Nature's Sunshine achieved net sales of $122.9 million in Q1 2026, a 9% increase year-over-year, driven by strong performance across all regions, particularly in North America with over 9% growth. CEO Ken Romandy stated,...
• Digital Channel Momentum — The digital business grew 42% year-over-year, fueled by a 60% increase in new digital customers and strong adoption of the Autoship program, which accounted for 48% of digital sales. Shane Jones noted, "Our digital busin...
• International Growth Performance — Sales in Asia Pacific grew 7% year-over-year, with China seeing a remarkable 40% increase, driven by the Autoship program. However, management cautioned that such growth rates may not be sustainable, stating, "The 40% gr...
• Gross Margin Improvement — Gross margin increased to 73.2%, up 116 basis points from the previous year, attributed to improved manufacturing efficiency and cost-saving measures. Shane Jones mentioned, "We anticipate continued modest improvement in...

Read the full Nature's Sunshine Products, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Nature's Sunshine Products, Inc. earnings call transcripts on record, spanning March 11, 2020 to August 6, 2026. Based on this history, Nature's Sunshine Products, Inc. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NATR

Exchange

NasdaqCM

Country

US

Sector

Consumer Staples

Industry

Personal Care Products

Calls on record

28

First call

March 11, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly