Nu Skin Enterprises, Inc. (NUS)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
Intact: The reason to own it still holds.
Nu Skin aims for $1.35 to $1.50 billion in revenue in 2026. EPS guidance is $0.70 to $1.10 for the year. The company is launching the Prysm iO wellness platform and expanding in India. These moves could drive growth and improve results.
Recent quarters show weak revenue and EPS progress. Key executives have left, raising concerns about management stability. The stock is down 34% from its high, reflecting market doubts.
The market expects about 4% revenue growth and values the stock cheaply with a PE of 4.3 versus peers at 17.5. Our fair value is around $15.53, close to consensus, reflecting cautious optimism on recovery.
Breaks if: EPS falls below $0.70 in 2026
Management has set an EPS guidance range of $0.70 to $1.10 for 2026.
Breaks if: Failure to launch Prysm iO or expand in India as planned in 2026
Breaks if: Q2 2026 revenue falls below $330 million
Breaks if: Annual revenue falls below $1.35 billion in 2026
Management has set a revenue guidance range of $1.35 to $1.50 billion for 2026.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround situation with a medium confidence level. The current thesis state indicates a cautious approach, as recent financial performance has been weak and management's execution is mixed.
The market appears to have priced in a level of fragility due to weak execution quality, but not to an extreme degree. NUS is seen as relatively cheap compared to its peers, reflecting a negative expectations gap.
Fundamentals may continue to struggle in the near term, given the recent decline in revenue and operating income. Management's cautious guidance suggests that while they are focused on execution, significant improvements in profitability may take time.
The long-term thesis hinges on management's ability to execute on key initiatives like the Prysm iO rollout and the India market launch. Additionally, external factors such as inflation trends and performance of sector bellwethers could impact NUS's trajectory.
Over the next 1 to 3 years, NUS will need to navigate significant challenges while executing its growth strategies. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company outlined a Q3 revenue range of $310M-$340M. This supports the rollout of the Prysm iO devices and the India market launch. There are no new threats impacting the thesis at this time.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.