The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time. Therefore, the Zacks rating upgrade for USANA Health basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase ...

SALT LAKE CITY, June 17, 2025 /PRNewswire/ -- USANA President and CEO Jim Brown has been elected to the Board of Directors of the Direct Selling Association (DSA), a national trade organization for direct sales companies. Mr. Brown was elected by members of the Association and will serve a three-year term. USANA CEO Jim Brown Elected to Board of Direct Selling Association "I am deeply honored to serve this outstanding organization, which plays a vital role in fostering innovation and upholding integrit ...

SALT LAKE CITY, June 2, 2025 /PRNewswire/ -- Kevin Guest, Executive Chairman of USANA Health Sciences (NYSE: USNA), is inspiring individuals and families to celebrate National Outdoors Month this June by immersing themselves in the beauty and benefits of nature. Drawing on his roots growing up in Montana, with the picturesque Lake Blaine as his backdrop, Kevin shares his deep personal connection to the outdoors and highlights its power to transform lives. All the Right Reasons: 12 Timeless Principles fo ...

Highlighting USANA's ongoing commitment to people, planet, and productsSALT LAKE CITY, May 8, 2025 /PRNewswire/ -- As a global leader in health and wellness, USANA is dedicated to doing its part in creating a better, healthier world. And with a commitment to positive business practices, USANA recently released its fifth annual sustainability report. This review of USANA's 2024 sustainability efforts and progress includes organizational priorities based on a comprehensive stakeholder assessment.To view the f ...

SALT LAKE CITY, May 1, 2025 /PRNewswire/ -- Kevin Guest, Executive Chairman at USANA Health Sciences (NYSE: USNA) and acclaimed author of All the Right Reasons, 12 Timeless Principles for Living a Life in Harmony, is sharing valuable insights for professionals striving to reach their peak potential. As part of Executive Coaching Day on May 1, Guest is combining decades of leadership experience with principles outlined in his bestselling book to offer actionable steps for success both in the boardroom and in ...

SALT LAKE CITY, April 28, 2025 /PRNewswire/ -- USANA Health Sciences, Inc., a global leader in cellular nutrition, announced today that its Celavive Postbiotic Rescue Serum was named as a winner in Good Housekeeping's 2025 Beauty Awards. The full list of awards can be found here. To learn more about USANA and the science behind its products, please visit USANA.com. USANA (NYSE:USNA) prides itself on providing consumers with quality nutritional and lifestyle products. From its award-winning supplements to it ...

业绩总结 - 2025年第一季度的年收入为8.76亿美元[12] - 2025年第一季度的调整后EBITDA为1.8亿美元，调整后每股收益为1.25美元[8] - 2025年第一季度的自由现金流为4900万美元，自由现金流率为6%[110] - 2025财年净销售预期在9.2亿到10亿美元之间[121] - 2025财年净收益预期在2900万到4100万美元之间[121] - 2025财年稀释每股收益预期在1.50到2.20美元之间[121] - 2025财年调整后稀释每股收益预期在2.35到3.00美元之间[121] - 2025财年调整后EBITDA预期在1.07亿到1.23亿美元之间[121] - 2023年第一季度净销售为249,539千美元，较2022年第一季度的227,800千美元增长9.5%[123] - 2023年第一季度净收益为9,290千美元，较2022年第一季度的16,537千美元下降43.8%[123] - 2023年第一季度稀释每股收益为0.49美元，较2022年第一季度的0.86美元下降42.4%[138] - 2023年第一季度毛利率为79.0%，较2022年第一季度的81.1%下降2.1个百分点[136] - 2023年第一季度运营费用占净销售的72.7%，较2022年第一季度的70.3%上升2.4个百分点[136] 用户数据 - 2025年第一季度的活跃客户数为30万人[52] - 约86%的净销售额来自美国以外的市场[58] 市场与产品 - 2025年第一季度的产品组合中，营养品占比87%，护肤品占比6%[12] - 69%的产品在内部制造，符合药品标准的GMP制造设施[34] - 预计到2028年，全球维生素和补充剂市场将达到1270亿美元[59] - 公司在25个市场运营，2023年底进入印度市场[58]

财务数据和关键指标变化 - 第一季度合并净销售额按固定汇率计算同比增长12% [7] 各条业务线数据和关键指标变化 直销业务 - 净销售额和活跃客户连续两个季度环比略有增长 [8] Hiya业务 - 净销售额和活跃月订阅用户持续强劲增长，核心产品和新产品的用户采用率不断提高，如2024年第三季度推出的Kids Daily Greens销售速度高于预期 [13] 各个市场数据和关键指标变化 - 最大市场中国大陆第一季度净销售额和活跃客户环比分别增长6%和4% [8] 公司战略和发展方向和行业竞争 - 执行“合作伙伴优先”战略，在多个市场举办领导力活动，计划全年举办更多活动，第二季度初在中国南京举办中国全国销售会议，借此扩大中国产品供应 [9][10] - 第一季度在多个市场成功推出新产品，团队继续加大下半年新产品推出力度，首席科学官前往亚太市场收集客户反馈并合作开发未来产品 [11][12] - Hiya业务计划今年推出多款新产品，建立新战略合作伙伴关系并拓展新渠道 [14] 管理层对经营环境和未来前景的评论 - 直销业务有望实现年初设定的销售指导范围 [12] - 对Hiya业务持续增长有信心，认为其能开拓儿童健康和 wellness 领域的新客户群体 [14] - 潜在贸易政策和关税影响高度不确定，未在财务指导中体现，公司制造结构对近期关税有一定隔离作用，但因从全球采购原材料仍面临关税风险，主要关注中美之间原材料进口关税影响 [15] 其他重要信息 - 供应链管理团队过去几个季度主动建立库存以降低关税风险，并继续探索替代采购关系 [16] 问答环节所有提问和回答 问题1: 中国和韩国市场的额外激励计划 - 中国年初的产品促销活动成功推动了季度业绩，公司将继续评估促销活动，今年剩余季度有促销激励计划；韩国第一季度表现良好，两个市场都呈现积极势头 [22][23][24] 问题2: Hiya业务新产品推出的时间和指导内容 - 计划在5月初有重要的新合作推出，团队以产品创新和拓展产品范围为主要增长策略，继续专注儿童健康和 wellness 领域，不同渠道可能有不同机会 [26][27][28] 问题3: 收购Hiya四个月后对协同机会的更新想法 - 公司在运营、制造、供应链和 IT 方面与Hiya有协同合作，采取系统且谨慎的方法，避免分散Hiya团队的战略注意力，协同效益将逐步显现 [30][31][32] 问题4: 印度市场的进展情况 - 印度仍是有前景的市场，目前发展缓慢，首席销售官正在当地与领导团队会面，公司有计划并对其增长持乐观态度 [35][36] 问题5: 为应对关税增加的原材料库存能维持的时间 - 公司在2月开始增加原材料库存，尤其是营养产品的原材料，从中国进口的原材料占比为6%，过去四年一直在努力降低影响，同时也在制造成品以应对关税 [39][40][41] 问题6: 中国市场推出的新产品、市场反馈及未来新产品类别 - 第二季度初在南京活动上推出的儿童咀嚼钙产品市场反馈良好，超过预期；通过跨境电子商务渠道引入的现有营养产品也受到欢迎；预计下半年新产品推出将加速，很多新产品将在8月国际大会前后推出 [47][48][49] 问题7: RFK消除不良成分对公司的机会 - 公司一直注重产品天然性，有能力利用这一趋势讲述差异化故事，Hiya业务也受益于此 [52][53][54]

USANA Health Sciences (USNA) Q1 2025 Earnings Call April 23, 2025 11:00 AM ET Company Participants Andrew Masuda - Director of Investor RelationsJim Brown - CEO & PresidentBrent Neidig - CCO & MD - ChinaDoug Hekking - Chief Financial OfficerWalter Noot - Chief Operating OfficerIvan Feinseth - Chief Investment Officer Conference Call Participants Anthony Lebiedzinski - Senior Equity Research Analyst Operator Greetings. Welcome to the USANA Health Sciences First Quarter Conference Call. At this time, all part ...

公司业绩表现 - 优莎娜健康科学公司本季度每股收益0.73美元，超出Zacks共识预期的0.70美元，去年同期为0.86美元，本季度盈利惊喜为4.29% [1] - 上一季度公司预期每股收益0.49美元，实际为0.64美元，盈利惊喜达30.61% [1] - 过去四个季度，公司三次超出共识每股收益预期 [2] - 截至2025年3月季度，公司营收2.4954亿美元，超出Zacks共识预期2.67%，去年同期为2.278亿美元，过去四个季度两次超出共识营收预期 [2] - 优莎娜健康公司股价自年初以来下跌约33.6%，而标准普尔500指数下跌12.3% [3] 公司未来展望 - 公司股票近期价格走势和未来盈利预期的可持续性，主要取决于管理层在财报电话会议上的评论 [3] - 投资者可通过公司盈利前景判断股票走向，包括当前对未来季度的共识盈利预期及预期变化 [4] - 近期盈利预估修正趋势对优莎娜健康公司不利，目前股票Zacks排名为4（卖出），预计短期内表现逊于市场 [6] - 未来季度和本财年的盈利预估变化值得关注，当前未来季度共识每股收益预估为0.54美元，营收2.2037亿美元，本财年共识每股收益预估为2.59美元，营收9.4162亿美元 [7] 行业情况 - 从Zacks行业排名看，医疗-制药行业目前处于250多个Zacks行业的前24%，排名前50%的行业表现优于后50%行业两倍多 [8] 同行业公司情况 - 同行业的Xenetic Biosciences公司尚未公布截至2025年3月季度的业绩 [8] - 该公司预计即将公布的季度报告中每股亏损0.72美元，同比变化+7.7%，过去30天该季度共识每股收益预估未变 [9] - 该公司预计营收0.67百万美元，较去年同期增长31.4% [9]