Nature’s Sunshine Products, Inc. reported fourth‑quarter 2025 revenue of $128.3 million, up 12 % from $114.6 million in Q4 2024, and earnings per share of $0.30, beating the consensus estimate of $0.16 and representing a $0.14 or 87 % beat.
Adjusted EBITDA rose to $15.2 million, a 42 % increase over the $10.7 million reported in the prior year, while gross margin expanded to 73.3 %, up 200 basis points and the highest level in 15 quarters. Digital sales grew 52 % year‑over‑year, and the Asia‑Pacific segment delivered more than 30 % growth in both Japan and China, underscoring the strength of the company’s digital transformation and auto‑ship programs.
Management reiterated confidence in the company’s trajectory, noting that cost‑saving initiatives and a higher‑margin digital mix are driving margin expansion. The company has raised its 2026 revenue guidance to $476‑$480 million and adjusted EBITDA guidance to $47‑$49 million, reflecting expectations of continued demand and operational leverage. CFO Shane Jones said, “The momentum in our business continued to accelerate in the third quarter, with record net sales of $128 million and adjusted EBITDA of $15 million, representing year‑over‑year growth of 12 % and 42 %, respectively.” He added, “Our strategic investments in North America Digital continue to pay off, as a surge in new customers, coupled with strong retention, yielded a 52 % year‑over‑year increase in Digital sales. We also continue to see exceptional results in Asia‑Pacific, driven by 30 %+ growth in both Japan and China during the quarter.” CEO Ken Romanzi welcomed the new leadership, stating, “I’m thrilled to join Nature’s Sunshine at such an exciting time. With strong fundamentals, a focused strategy, and an energized team, we’re well‑positioned to build on our momentum and deliver continued growth and value creation as we close out the year.”
Investors responded positively to the results, citing the company’s strong digital growth, margin expansion, and raised guidance as key drivers of confidence.
The earnings beat and guidance lift reinforce Nature’s Sunshine’s strategic focus on digital channels and cost discipline, positioning the company to sustain growth amid macroeconomic headwinds and tariff pressures. The continued expansion in Asia‑Pacific and the successful implementation of auto‑ship programs suggest a resilient business model that can adapt to changing consumer preferences while maintaining profitability.
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