Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.16 → 1.16 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for NUS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS reaches at least $0.70 in 2026 | A primary condition in Nu Skin Enterprises, Inc.'s published investment case. The stated target is >=0.70 USD per share. | Intact | EPS falls below $0.70 in 2026 | Diluted EPS: $-5.14 per share FY2026-Q2; GAAP. Published target: >=0.70 USD per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 2026-5.14 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
NUS is a fragile, loss-making business with possible early-stage growth from Prysm iO and an India launch. Its long-term thesis is on watch: recent performance is weak versus its industry cohort, and management execution has been mixed.
The valuation evidence says NUS is cheap versus peers, while the expectations gap is negative and the priced-in assessment is tagged justified. That suggests the market already reflects meaningful concerns about the business, though valuation has risen recently and model confidence is medium.
Near term, revenue and adjusted operating income have fallen year over year, and management lowered 2026 revenue and EPS guidance. Adjusted EPS was near the midpoint of guidance, but profitability progress remains limited; recent earnings were in line, while the risk snapshot notes a history of misses.
The multi-year thesis depends on execution of the Prysm iO rollout and India launch, alongside stronger operational performance. Near term, another guidance cut would damage credibility, while a weakening jobs backdrop could add pressure; continued strength from sector bellwethers would be a favorable signal.
Over the next 1 to 3 years, the setup combines early growth initiatives and a sector tailwind with weak financial performance, lower guidance, and elevated risk. The long-term thesis remains on watch and hinges on execution and a steadier outlook. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company is launching the Prysm iO wellness platform and expanding in India. |
| Improving |
| Failure to launch Prysm iO or expand in India as planned in 2026 |
50k-60k devices targeted by year-end vs 100k FY26 target Nu Skin outlines Q3 revenue range targeting 50,000-60,000 Prysm iO devices by year-end, supporting the 2026 launch plan. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Q2 2026 revenue at least $330 million | A supporting condition in Nu Skin Enterprises, Inc.'s published investment case. The stated target is >=330 million USD. | Broken | Q2 2026 revenue falls below $330 million | Revenue: $320.112M FY2026-Q2; GAAP. Published target: >=330 million USD. Target period is not explicitly aligned with this observation. Aug 10, 2026320,112,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Annual revenue reaches at least $1.35 billion in 2026 | A primary condition in Nu Skin Enterprises, Inc.'s published investment case. The stated target is >=1350 million USD. | Improving | Annual revenue falls below $1.35 billion in 2026 | Revenue: $320.112M FY2026-Q2; GAAP. Published target: >=1350 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 2026320,112,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.32 → $1.16 · observed estimates
$1.53B → $1.47B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-25 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-26 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-27 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-28 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-29 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-30 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-07-31 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-01 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-02 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-03 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-04 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-05 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-06 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-07 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-08 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-09 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-10 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-12 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-13 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-14 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-15 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-16 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-17 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-18 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-19 | $1.32 | $1,529,400,000 | 1 / 1 |
| 2026-08-20 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-21 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-22 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-23 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-24 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-25 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-26 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-27 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-28 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-29 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-30 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-08-31 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-01 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-02 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-03 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-04 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-05 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-06 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-07 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-08 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-09 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-10 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-11 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-12 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-13 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-14 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-15 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-16 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-17 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-18 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-19 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-20 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-21 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-22 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-23 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-24 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-25 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-26 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-27 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-28 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-29 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-09-30 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-01 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-02 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-03 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-04 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-05 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-06 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-07 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-08 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-09 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-10 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-11 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-12 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-13 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-14 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-15 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-16 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-17 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-18 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-19 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-20 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-21 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-22 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-23 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-24 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-25 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-26 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-27 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-28 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-29 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-30 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-10-31 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-11-01 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-11-02 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-11-03 | $1.16 | $1,474,300,000 | 1 / 1 |
| 2026-11-04 | $1.16 | $1,474,300,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.