Herbalife Q4 sales beat estimates, partly boosted by pricing benefits

Herbalife

18/02/2026 21:20

Overview

Nutrition company Q4 net sales rose 6.3%, beating analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Herbalife sees Q1 2026 net sales growth of 3% to 7% YoY

Company expects full-year 2026 net sales growth of 1% to 6% YoY

Herbalife plans to expand Pro2col Beta access to EMEA markets in 2026

Result Drivers

NET SALES GROWTH - Q4 net sales increased 6.3% year-over-year, driven by FX tailwinds and pricing benefits

DISTRIBUTOR GROWTH - North America and Latin America regions saw significant distributor growth, contributing to sales increase

RONALDO INVESTMENT - Cristiano Ronaldo's $7.5 mln investment in Pro2col technology supports expansion of personalized nutrition

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.28 bln
$1.24 bln (4 Analysts)
Q4 Adjusted EPS
Beat
$0.45
$0.43 (2 Analysts)
Q4 EPS
$0.81
Q4 Net Income
$85.40 mln
Q4 Adjusted EBITDA
Beat
$156.10 mln
$150.22 mln (4 Analysts)

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 $15.00, about 5.9% below its February 17 closing price of $15.94

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 3 three months ago

Press Release: ID:nBw6xdRtha

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(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.)