Herbalife Q1 adjusted EPS beats estimates, helped by Asia-Pac growth

Herbalife

06/05/2026 21:20

Overview

Nutrition supplement maker's Q1 net sales rose 7.8% yr/yr, adjusted EPS beat analyst expectations

Q1 adjusted EBITDA exceeded company guidance

Company completed $1.45 bln debt refinancing and acquired Bioniq's personalized nutrition business

Outlook

Herbalife raises full-year 2026 constant currency net sales and adjusted EBITDA guidance midpoints

Company sees Q2 2026 net sales up 1.5% to 5.5% YoY, adjusted EBITDA $150 mln–$170 mln

Herbalife expects full-year 2026 net sales up 1.5% to 5.5% YoY, adjusted EBITDA $675 mln–$705 mln

Result Drivers

REGIONAL SALES MIX - Strong growth in Asia Pacific and Latin America drove overall sales increase, while North America and China saw declines

PRICING AND INVENTORY - Gross margin decline was mainly due to input cost inflation and unfavorable sales mix, partially offset by pricing benefits and lower inventory write-downs

PERSONALIZATION STRATEGY - Co cited ongoing strategic focus on personalized nutrition, including Bioniq acquisition and new packaging rollout

Company press release: ID:nBw71CdjSa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Adjusted EPS
Beat
$0.64
$0.57 (3 Analysts)
Q1 EPS
$0.57
Q1 Net Income
$61.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for Herbalife Ltd is $19.00, about 16.9% above its May 5 closing price of $16.26

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)