Nature's Sunshine Products, Inc. · NASDAQ:NATR
Nature's Sunshine Products — Investor Presentation (July 2021)
32 slides from Nature's Sunshine Products's investor presentation, Jul 12, 2021
Slide 1: Connect with Nature – Investor Presentation
CONNECT WITH NATURE Investor Presentation | September 2020
Slide 2: Safe Harbor Statements
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 2 S A F E H A R B O R S T A T E M E N T S Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements regarding the Company’s future business expectations, which are subject to t
Slide 3: Nature holds the answers, we bottle them
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 3 Nature holds the answers, we bottle them. Our mission is to make the healing power of nature accessible to everyone.
Slide 4: Nature's Sunshine: Feel the Power
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 4 N A T U R E ’ S S U N S H I N E FEEL THE POWER… Nature’s Sunshine changed the world ~50 years ago as the first company to put herbs into easy-to-take capsules We sell 600+ products across seven different categories around t
Slide 5: We Are Addressing a Consumer That Has Changed
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 5 W E A R E A D D R E S S I N G A C O N S U M E R T H A T H A S C H A N G E D The consumer is in control Brands are treated as celebrities Experience as important as product Digital first Engaging more thoroughly in their hea
Slide 6: Our Response to Today's Consumer Defines Our Vision
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 6 O U R R E S P O N S E T O T O D A Y ’ S C O N S U M E R D E F I N E S O U R V I S I O N Vision SHARE THE HEALING POWER OF NATURE, WITH EVERYONE. How? Offer specialty products, customization and personal service Deliver cust
Slide 7: We Are Attacking a Large & Steadily Growing Market
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 7 1 2020 NBJ Supplement Business Report. 2 Oct 2019 NBJ Volume XXIV, No. 9. W E A R E A T T A C K I N G A L A R G E & S T E A D I L Y G R O W I N G M A R K E T U.S. Supplement Industry Sales¹ U.S. Supplements by Category¹ $41
Slide 8: Our U.S.-Based Manufacturing Drives Operational Excellence
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 8 O U R U . S . - B A S E D M A N U F A C T U R I N G D R I V E S O P E R A T I O N A L E X C E L L E N C E C E R T I F I C A T I O N S Highest quality raw ingredients for bioavailability 600+ tests to ensure each formula doe
Slide 9: Diverse Product Portfolio
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 9 D I V E R S E P R O D U C T P O R T F O L I O General Health Digestive Cardiovascular Personal Care Immune Weight Management Blood sugar support, bone health, cellular health, cognitive function, joint health, mood, sexual
Slide 10: Global Markets Served
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 10 G L O B A L M A R K E T S S E R V E D Retailers, Practitioners, Business Builders & E-Commerce Nature’s Sunshine Synergy Shared Markets NATURE’S SUNSHINE Australia U.K. Canada Ukraine China United States Colombia Dominican
Slide 11: Our Five Global Growth Strategies
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 11 O U R F I V E G L O B A L G R O W T H S T R A T E G I E S Brand Power The Right Stuff Manufacturing Inc. Field Energy Digital First
Slide 12: Brand Power
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 12 # 1 — B R A N D P O W E R Capturing the imagination of distributors & clients with “rockstar” branding How? • Revitalizing our brand with new packaging & advertising • Restructuring our existing product portfolio to drive
Slide 13: Brand Power in Action: New Packaging – Label
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 13 B R A N D P O W E R I N A C T I O N New Packaging – Label New look, same great quality products Vegetarian capsules where possible Non-GMO, organic, vegan, other icons where possible Herbal experts since 1972Embossed icon
Slide 14: Brand Power in Action: New Branding
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 14 B R A N D P O W E R I N A C T I O N New Branding – Macro Botanicals & Macro Science Photography
Slide 15: Brand Power in Action: qemp – Not Another CBD Product
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 15 B R A N D P O W E R I N A C T I O N qemp – Not Another CBD Product Proprietary whole spectrum CBD oil that delivers targeted bio cannabinoids triggering specific receptors in the body Addresses a ~$4.7B market expected to
Slide 16: Field Energy
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 16 # 2 — F I E L D E N E R G Y Managing the details to create a magical consumer experience How? • Greater focus on the “source of sales” • Developing tools and systems to encourage repeat purchases • Improving omnichannel ca
Slide 17: Field Energy in Action: Subscribe & Thrive Business Model
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 17 F I EL D EN ER GY I N A C TI ON “Subscribe & Thrive” Business Model – North America/LATAM Offering new suite of business tools, updated services & new customer- focused rewards Integrates new consumer-facing programs promo
Slide 18: Digital First
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 18 # 3 — D I G I T A L F I R S T Move from transactional to personal relationships through an exceptional user experience that drives loyalty & affinity How? • Building next-gen digital capabilities • Developing digital toolk
Slide 19: Digital First in Action
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 19 D I G I T A L F I R S T I N A C T I O N Shop for Products by Health Topic Product Category Body Systems
Slide 20: Digital First in Action
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 20 D I G I T A L F I R S T I N A C T I O N
Slide 21: Manufacturing, Inc.
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 21 # 4 — M A N U F A C T U R I N G , I N C . Unleash the top-tier manufacturing capabilities we already possess How? • Leveraging our strengths to streamline processes • Upgrading our manufacturing facilities for safe and sec
Slide 22: The Right Stuff
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 22 # 5 — T H E R I G H T S T U F F Create a high-performance team fully aligned and focused on winning How? • Building a high-performance-oriented global organization • Streamlining business processes to improve overall cost
Slide 23: Management Team
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 23 M A N A G E M E N T T E A M Dan Norman EVP, President of Asia Pacific Extensive experience in the network marketing industry and deep background in information technology Previously opened businesses in more than two dozen
Slide 24: Management Team (cont.)
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 24 M A N A G E M E N T T E A M ( C O N T . ) Tracee Comstock VP, Human Resources From Sep 2016 to Nov 2017, served as VP of Human Resources at Younique, LLC, a leading online peer-to-peer social selling platform in makeup and
Slide 25: Key Stats
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 25 K E Y S T A T S 1 1 Source: Capital IQ 2 As of the second quarter ended June 30, 2020. 3 See appendix for a reconciliation of this non-GAAP term. 4 Excludes $22.0M of lease liabilities. Trading data @ (8/28/20) Valuation M
Slide 26: Historical Financial Performance
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 26 H I S T O R I C A L F I N A N C I A L P E R F O R M A N C E $341.2 $342.0 $364.8 $362.2 $363.4 2016 2017 2018 2019 TTM Q2-20 Revenue Adj. EBITDA 1 $18.1 $12.2 $17.6 $31.2 $35.2 2016 2017 2018 2019 TTM Q2-20 Revenue Acceler
Slide 27: Why Nature's Sunshine?
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 27 WH Y N A TU R E’ S S U N S H I N E? Expansive product platform, grounded in science, manufactured and tested in the USA Enormous market opportunity with a product platform addressing global consumer trends in health and we
Slide 28: Contact Us
CONTACT US Investor Relations Contact Cody Slach Senior Managing Director, Gateway Investor Relations (949) 574-3860 NATR@gatewayir.com
Slide 29: Appendix
APPENDIX NATURES SS QO SUNSHINE
Slide 30: Board of Directors
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 30 B OA R D OF DI R EC TOR S J. Christopher Teets Chairman • Partner at Red Mountain Capital Partners • Former vice president at Goldman Sachs (NYSE: GS) Mary Beth Springer Lead Independent Director • Previously served as an
Slide 31: Reconciliation of Net Income to Adjusted EBITDA
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 31 A DJU S TED EB I TDA R EC ON C I L I A TI ON 2016 2017 2018 2019 2020 TTM Net Income $ 675 $(13,795) $ (1,202) $ 6,929 $ 11,710 Adjustments: Depreciation an amortization 4,808 8,634 9,806 10,599 10,681 Share-based compensa
Slide 32: Non-GAAP Net Income Reconciliation
NASDAQ: NATR | ©2020 Nature's Sunshine Products, Inc. All rights reserved. 32 N ON - GA A P N ET I N C OM E R EC ON C I L I A TI ON TTM Q2 2020 Net Income $ 11,710 Adjustments: Restructuring related expense 421 VAT refund (635) Tax impact of adjustments (128) Total adjustments (342) Non-GAAP net inc
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