The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Anthony Lebiedzinski - Sidoti & Company - Analyst
: Good morning and thank you for taking the questions. So it's really nice to see the year over year sales gains that you point out to in the US, Australia,
New Zealand.
So, maybe we could start there, what's driving that? Is that primarily the, increased promotional activity or just maybe if you could give us some
additional color as to, the reason for the sales increases that you're seeing.
Question: Anthony Lebiedzinski - Sidoti & Company - Analyst
: That's great to hear. And is this something that you you guys think you can replicate in other markets, or is it easier said than done?
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FEBRUARY 26, 2025 / 4:00PM, USNA.N - Q4 2024 USANA Health Sciences Inc Earnings Call
Question: Anthony Lebiedzinski - Sidoti & Company - Analyst
: Gotcha. Okay. All right, and then, as we think about your revenue guidance for the core business, how should we think about expected sales
performance by region this year? Can you give us some additional color as to how you're thinking about the different regions will perform as we
progress through 2025?
Question: Anthony Lebiedzinski - Sidoti & Company - Analyst
: Gotcha. Okay, and then, in terms of higher, so, when you guys announced the deal in December, you initially talked about roughly 30% growth
for that business, this year, your guidance is higher than that, so, can you just talk about, what's changed since then, and does the guidance also
include any sales channel expansion or would that be? Additional revenue if you're successful with that.
Question: Anthony Lebiedzinski - Sidoti & Company - Analyst
: Gotcha. Okay. And my last question before I pass it on to this, can you just give us a quick update on how India is doing?
Question: Anthony Lebiedzinski - Sidoti & Company - Analyst
: Gotcha. All right, well thanks and best of luck.
Question: Ivan Feinseth - Tigress Financial Partners - Analyst
: Hi, thanks for taking my questions and congratulations on wrapping up a great year. So far, how has the higher acquisition been going, compared
to your expectations, and do you think that over time you can integrate their manufacturing onto your platform and there could be some marginal
expansion there?
Question: Ivan Feinseth - Tigress Financial Partners - Analyst
: Sounds good. Also, what kind of new product categories or areas could we expect to roll out in 2025 and then also what products do you see, have
been strong or and also surprisingly strong?
Question: Ivan Feinseth - Tigress Financial Partners - Analyst
: I'm very good. Wishing you a big 2025.
Question: Douglas Lane - Water Tower Research - Analyst
: Yes, good morning everybody. Doug, I, you just made a large acquisition and that's, disrupted your balance sheet a little bit, no stock buybacks,
and you have a little bit of debt coming out of the year, maybe your cash balances are lower than they normally would be. So what, what's the
outlook for 2025 and where do you think we'll see the balance sheet, by the end of the year?
Question: Douglas Lane - Water Tower Research - Analyst
: And, should we put some share repurchase in the models for this year?
Question: Douglas Lane - Water Tower Research - Analyst
: No, that makes sense. And then, capital needs for Hiya anything unusual there?
Question: Douglas Lane - Water Tower Research - Analyst
: And I don't see a a an outlook for capital spending specifically for this year, but should we assume it'll be in line with, levels in the past, at least as
a percent of sales?
Question: Douglas Lane - Water Tower Research - Analyst
: Okay, that makes sense.
Thank you. I just shipping, you're doing a lot with the, you, you've got product.
Associate incentives, brand messaging, is there any bigger picture changes going on with your model, you read all the time about the affiliate
model. A lot of people in directe are going to the affiliate model. I don't see the word affiliate in here, but is this sort of what you're doing trying to
get that.
The social media seller that wants the media payout, maybe lower price products, just what's the thinking behind all these modifications that you're
making to your model, not major modifications, but just tweaks to the model going into 2025.
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