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Red Flags Detected

  • Goodwill Impairment (new) — The company recorded $78.9M in impairment charges in Q2 2026, contributing to a GAAP operating loss.
  • Material Weakness (new) — A $167.5M valuation allowance was recorded against deferred tax assets, indicating uncertainty about future taxable income.
NYSE: NUS NU SKIN ENTERPRISES, INC. 8-K

Nu Skin reports Q2 revenue down 17%, posts $5.14 loss on impairment and tax charges

Filed August 10, 2026 · Period ending August 10, 2026 · ~1 min read

5 key changes 4 high relevance 2 red flags 2 sections

Key Changes

  • high

    Q2 revenue fell 17% to $320.1M; GAAP loss of $5.14/share driven by $78.9M goodwill impairment and $167.5M deferred tax valuation allowance (adjusted EPS $0.20 vs. $0.43 prior year)

    Exhibit 99.1 view on EDGAR →
  • high

    Sales force contracted: customers down 14% to 660,037, paid affiliates down 8% to 120,291, sales leaders down 9% to 26,998

    Exhibit 99.1 view on EDGAR →
  • high

    Full-year 2026 guidance lowered to $1.28B–$1.35B revenue (down 14%–9%) and adjusted EPS of $0.70–$0.90

    Exhibit 99.1 view on EDGAR →
  • high

    $167.5M valuation allowance recorded against deferred tax assets, signaling uncertainty about future taxable income

    Exhibit 99.1 view on EDGAR →
  • medium

    Q3 2026 outlook: revenue $310M–$340M (down 15%–7%), adjusted EPS $0.10–$0.20, with ~$5M in transition costs expected

    Exhibit 99.1 view on EDGAR →

Summary

Nu Skin disclosed a challenging second quarter marked by accelerating revenue declines and significant non-cash charges. Revenue fell 17% year-over-year to $320.1 million, driven by a 14% contraction in the customer base and high-single-digit declines in both paid affiliates and sales leaders.

The company posted a GAAP loss of $5.14 per share, reflecting $78.9 million in goodwill impairment and a $167.5 million valuation allowance against deferred tax assets. Excluding these charges, adjusted EPS was $0.20, down from $0.43 in the prior-year quarter.

The deferred tax valuation allowance is particularly concerning, as it signals management's assessment that the company may not generate sufficient future taxable income to realize existing tax benefits. Combined with the goodwill impairment, these charges point to a business under structural pressure. Management lowered full-year guidance to $1.28 billion–$1.35 billion in revenue (down 9%–14%) and adjusted EPS of $0.70–$0.90, with Q3 expected to show continued revenue declines of 7%–15%. The persistent contraction in the sales force and customer base suggests ongoing challenges in recruiting and retention across most markets.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

Nu Skin announced Q2 2026 financial results via press release; detailed figures not disclosed in the 8-K body.

1 Added
Added Q2 2026 earnings announcement high

Added in current filing · verify on EDGAR →

On August 10, 2026, Nu Skin Enterprises, Inc. (the “Company”) issued a press release announcing its financial results for the three- and six-month periods ended June 30, 2026, and certain other information.

The company disclosed its second quarter and first half 2026 financial results through a press release. The 8-K body does not contain the actual financial figures; those appear in the attached Exhibit 99.1 press release.

Event · Exhibit 99.1

3 Added
Added Q2 2026 revenue and EPS high

Added in current filing · view on EDGAR →

Revenue | $320.1 million; (17.1)% | • (1.0)% FX impact or $(4.0) million | Earnings Per Share (EPS) $(5.14) or $0.20 excluding non-cash impairment and non-cash tax charges compared to $0.43

Nu Skin reported Q2 2026 revenue of $320.1 million, down 17.1% year-over-year (16.1% on a constant-currency basis). GAAP EPS was a loss of $5.14, driven by $78.9 million in impairment charges and a $167.5 million valuation allowance on deferred tax assets. Excluding these non-cash items, adjusted EPS was $0.20, down from $0.43 in Q2 2025.

Added Full-year 2026 guidance high

Added in current filing · view on EDGAR →

2026 Revenue | $1.28 to $1.35 billion; (14)% to (9)% | • Approximately (1)% FX impact | 2026 EPS ($4.90) to ($4.73) or $0.70 to $0.90 on an adjusted basis

Nu Skin lowered its full-year 2026 guidance. The company now expects revenue of $1.28 billion to $1.35 billion (down 14% to 9% year-over-year) and GAAP EPS of negative $4.90 to negative $4.73. On an adjusted basis, excluding impairment and tax charges, the company expects EPS of $0.70 to $0.90.

Added Q3 2026 outlook medium

Added in current filing · view on EDGAR →

Q3 2026 Revenue | $310 to $340 million; (15)% to (7)% | • Approximately (3) to (2)% FX impact | Q3 2026 EPS $0.00 to $0.09 or $0.10 to $0.20 on an adjusted basis

For Q3 2026, Nu Skin expects revenue of $310 million to $340 million (down 15% to 7% year-over-year) and GAAP EPS of $0.00 to $0.09. On an adjusted basis, the company expects EPS of $0.10 to $0.20. The company anticipates approximately $5 million in cash-based transition costs in Q3.

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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 11, 2026 · How we verify