Herbalife (NYSE:HLF) Issues Earnings Results

Herbalife (NYSE:HLF) posted its earnings results on Monday. The company reported $0.64 EPS for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02, FiscalAI reports. Herbalife had a negative return on equity of 50.68% and a net margin of 3.41%. The company had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.31 billion. During the same quarter in the previous year, the business earned $0.50 earnings per share. The company’s revenue for the quarter was up 3.9% on a year-over-year basis.

Here are the key takeaways from Herbalife’s conference call:

• Third-quarter results exceeded guidance, with net sales up 6% reported and 7.6% in constant currency, marking the fifth consecutive quarter of growth. Adjusted EBITDA rose to $182 million, while the margin expanded 70 basis points to 13.5%.
• Herbalife raised its full-year net sales outlook to 4.9%-5.9% reported growth and 5.3%-6.3% constant-currency growth, while increasing constant-currency adjusted EBITDA guidance to $700 million-$720 million. India was a major driver, with local-currency sales up 52% and volume up nearly 50%.
• The company ended the quarter with net leverage at 2.0 times, reduced debt by $88 million, and expects lower interest expense following its refinancing. Management also plans to begin executing a newly authorized $250 million share-repurchase program in the fourth quarter.
• Management outlined a growth strategy centered on dedicated support for nutrition clubs, a modular customer-engagement technology platform beginning with the 24 Games in early 2027, and expanding Bioniq into personalized nutrition, sports performance, and healthy lifespan products. It is also positioning existing products for consumers using GLP-1 medications.
• Management cautioned that fourth-quarter adjusted EBITDA guidance implies a lower margin than in the third quarter and said further margin expansion will be gradual amid input-cost monitoring. EMEA and China partially offset regional growth, while foreign exchange remains a meaningful headwind.

Herbalife Stock Up 8.4%

Shares of NYSE HLF opened at $14.39 on Wednesday. The business’s 50 day moving average is $12.77 and its two-hundred day moving average is $13.99. Herbalife has a 52-week low of $7.94 and a 52-week high of $20.40. The firm has a market cap of $1.51 billion, a price-to-earnings ratio of 8.57, a PEG ratio of 0.44 and a beta of 0.74.

Herbalife announced that its Board of Directors has initiated a share repurchase plan on Tuesday, September 8th that permits the company to buy back $250 million in outstanding shares. This repurchase authorization permits the company to buy up to 19.3% of its shares through open market purchases. Share repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on HLF shares. Wall Street Zen downgraded Herbalife from a “buy” rating to a “hold” rating in a research report on Sunday. Texas Capital upgraded shares of Herbalife to a “strong-buy” rating in a report on Thursday, September 17th. Zacks Research cut shares of Herbalife from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Herbalife in a research note on Thursday, October 22nd. Finally, UBS Group set a $21.00 target price on shares of Herbalife in a research note on Thursday, September 17th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Herbalife presently has an average rating of “Moderate Buy” and an average target price of $17.67.

Key Herbalife News

Here are the key news stories impacting Herbalife this week:

• Positive Sentiment: Third-quarter net sales were $1.35 billion, ahead of analyst expectations, with the company reporting sales growth and accelerating product volume. Herbalife also highlighted a fifth consecutive quarter of expansion, solid cash generation and debt reduction. Herbalife third-quarter results
• Positive Sentiment: Herbalife raised its 2026 revenue outlook to $5.3 billion, above the roughly $5.2 billion consensus, supporting expectations for continued growth. The Q4 revenue forecast of $1.3 billion was broadly in line with estimates.
• Positive Sentiment: Investors may also see the company as benefiting from consumer interest in health and wellness. The stock’s move above its 200-day moving average may reinforce improving technical momentum, though that signal is not conclusive. Why Herbalife stock is up
• Neutral Sentiment: Q3 EPS was $0.64, up from $0.50 a year earlier. Comparisons with analyst expectations varied across reports: some cited a beat against $0.62, while others reported a miss against a higher estimate.
• Negative Sentiment: A CEO departure and leadership transition, along with a softer margin outlook, could weigh on confidence in the turnaround even as sales improve. Herbalife Q3 results and outlook risks

Herbalife Company Profile

Herbalife Ltd. (NYSE: HLF) is a global nutrition and wellness company that develops and distributes products through a network of independent members and distributors. Its offerings include meal-replacement shakes, protein and other dietary supplements, vitamins, sports nutrition products, and personal-care items.

Founded in 1980 by Mark Hughes, Herbalife sells its products through direct-selling channels rather than primarily through traditional retail stores. Independent distributors market the products, provide product guidance, and may operate nutrition clubs or similar community-based businesses.

The company serves customers across numerous markets in North America, Latin America, Europe, Asia-Pacific, and other regions.