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Nu Skin (NUS) AI Stock Analysis

MX:NUS

Nu Skin

(BMV:NUS)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Prysm iO AdoptionRapid Prysm iO placement and scan growth indicates meaningful engagement with a differentiated wellness consultation tool. Planned AI personalization and higher device penetration could support repeat product demand, improve affiliate conversion, and strengthen customer lifetime value over coming quarters.
Negative Factors
Revenue and Profit DeclineMulti-year revenue contraction combined with a large TTM net loss signals that Nu Skin is not currently generating sufficient operating scale. Prolonged top-line weakness can erode operating leverage, constrain investment capacity, and make a durable earnings recovery more difficult.

Nu Skin (NUS) vs. SPDR S&P 500 ETF (SPY)

-60%-50%-40%-30%-20%-10%0%10%20%MX:NUS-55.53%SPY+11.79%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
MXN 226.35M
Dividend Yield
4.95%
Average Volume (3M)
250
Price to Earnings (P/E)
-1.0
Beta (1Y)
0.70
Revenue Growth
-15.44%
EPS Growth
-319.79%
Country
Mexico
Employees
2,800
Sector
Consumer Defensive
Sector Strength
62
Industry
Household & Personal Products

Nu Skin Business Overview & Revenue Model

Company Description

Nu Skin Enterprises, Inc. (NUS) is a global enterprise dedicated to the creation and worldwide distribution of beauty and wellness solutions. The company's diverse product offerings encompass advanced skincare systems, such as the ageLOC Spa and ageL...

Nu Skin Earnings Call Summary

Earnings Call Date:Aug 09, 2026(Q2-2026)|% Change Since:-20.74%|Next Earnings Date:Nov 04, 2026
Earnings Call SentimentNeutral

The call presented a mixed picture: strong product momentum and engagement around Prysm iO, improved core gross margin, cost reductions in G&A, and disciplined liquidity position are notable positives. However, sizable non-cash goodwill and deferred tax charges materially impacted reported earnings, adjusted operating margins declined, recruiting and leadership development remain weak, and the India launch was delayed. Near-term FX headwinds and modest operating cash flow further temper the outlook. On balance, the company shows encouraging strategic traction and product adoption but faces meaningful near-term financial and operational headwinds.

Positive Updates

Quarterly Revenue
Q2 2026 revenue of $320.1 million (includes ~1% / $4M FX headwind). Full-year revenue guidance updated to $1.28–$1.35 billion (FY FX headwind ~1%).

Negative Updates

Significant Non-Cash Accounting Charges
Recorded a $78.9 million non-cash goodwill impairment related to the Rhyz manufacturing reporting unit and a $167.5 million non-cash valuation allowance on U.S. deferred tax assets, producing reported EPS of negative $5.14 for the quarter.

Company Guidance

Nu Skin updated Q3 revenue guidance to $310–$340 million (with an expected 2–3% foreign currency headwind) and Q3 EPS of $0.00–$0.09 reported (adjusted $0.10–$0.20), and revised full‑year revenue to $1.28–$1.35 billion (≈1% FX headwind) with reported FY EPS of −$4.90 to −$4.73 (adjusted $0.70–$0.90) and an adjusted effective tax rate of ~35%; management expects to place 50,000–60,000 Prysm iO devices by year‑end (vs. >39,000 placed to date, up ~30% QoQ, and 2.5 million scans, up ~25% QoQ). The company plans $5–$10 million of cash‑based organizational transition costs through year‑end excluded from adjusted results and also excluded the Q2 non‑cash charges (a $78.9M goodwill impairment and a $167.5M deferred tax valuation allowance) from adjusted guidance; for context Q2 revenue was $320.1M, gross margin 68.2% (core 77.7%), adjusted operating margin 6.1%, cash $189.6M, debt $213.7M and Q2 operating cash flow $10.6M.

Nu Skin Risk Analysis

Nu Skin disclosed 12 risk factors in its most recent earnings report. Nu Skin reported the most risks in the "Legal & Regulatory" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Legal & Regulatory - Litigation, compliance, new legislation, and taxation risks

Latest Risks Added

1 New Risk
1.The information presented below supplements and should be read in conjunction with the detailed discussion of risks associated with our business in our recent SEC filings, including our Annual Report on Form 10-K for the 2024 fiscal year and subsequent reports.Changes to tariff and import/export regulations, and trade disputes between the United States and other jurisdictions have had a negative effect on global economic conditions and could negatively affect our business, financial results and financial condition.The United States and other foreign jurisdictions have changed customs regulations or tariff rates that are applied to our imports or exports, and they could make further changes at any time. Tariff changes are difficult to predict and may cause us material short-term or long-term cost fluctuations. The new political administration in the United States has implemented new tariffs, some of which have been paused but may continue in the future, and has expressed an intention to continue using tariffs more robustly in pursuing government policy. When increases are made to U.S. duty rates or tariffs, retaliatory action by other countries has occurred and could continue occurring. Any increases could impact the price of our products and cause a decline in the demand for our products, as well as cause disruptions in our supply chain. We rely on the use of Free Trade Agreements, where available, that may experience alterations, suspensions or cancellations, which could increase our customs expenses or otherwise harm our business. Although we may take actions in response to tariffs, such as shifting our sourcing and production to alternate locations, there is no assurance that such actions would be successful in mitigating the additional tariffs.In addition to duties and tariffs, any actions taken by the United States or by foreign countries to further implement trade policy changes, including limiting foreign investment or trade, banning imports from particular countries, increasing regulatory requirements, other actions that impact our ability to obtain necessary licenses or approvals, or any other restrictions on international trade, could negatively impact our business. These actions are unpredictable, and any of them could also have a material adverse effect on global economic conditions and the stability of global financial markets, significantly reduce global trade, or restrict our access to suppliers or customers, any of which would have a material adverse effect on our business, financial condition and results of operations.Q2, 2025

Nu Skin Peers Comparison

Overall Rating

UnderperformOutperform
Sector (62)

Financial Indicators

MX:NUS against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
HNSTHNST69Neutral$447.38M-40.25-6.99%―-12.26%-282.39%
ELFELF65Neutral$6.59B111.545.18%―31.23%-42.14%
Sector *62Neutral$20.33B14.63-3.31%3.23%1.93%-12.26%
ELEL58Neutral$39.58B214.184.63%1.28%5.51%―
YSGYSG49Neutral$211.05M-6.89-7.20%―25.10%59.14%
ODDODD43Neutral$999.52M72.234.60%―-9.68%-84.42%

* Consumer Defensive Sector Average

Performance Comparison

-50%0%50%MX:NUSELELFYSGHNSTODDDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
MX:NUS and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
MX:NUSNu Skin Enterprises81.00-101.16-55.53%
ELEstée Lauder109.2317.2918.80%
ELFe.l.f. Beauty, Inc.111.69-9.25-7.65%
YSGYatsen Holding Ltd.2.25-4.17-64.95%
HNSTHonest Company, Inc.4.170.8124.11%
ODDODDITY Tech Ltd. Class A21.67-22.21-50.62%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.