Herbalife (HLF) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Should l Buy HLF?
Source: NASDAQ.COM
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Analyst Views on HLF
Wall Street analysts forecast HLF stock price to fall
5 Analyst Rating
3 Buy
1 Hold
1 Sell
Moderate Buy
Current: 16.540
Low
8.00
Averages
14.60
High
20.00
Current: 16.540
Low
8.00
Averages
14.60
High
20.00
About HLF
Herbalife Ltd. is a global nutrition company. The Company sells weight management; targeted nutrition; energy, sports and fitness; and other nutrition products to and through a network of independent members. The Company has two geographical segments: Primary Reporting Segment (North America, Latin America, EMEA (Europe, Middle East, and Africa), and Asia Pacific regions) and China. Its products are classified into five categories. The Weight Management category includes meal replacements, protein shakes, drink mixes, weight loss supplements, healthy snacks, and metabolism-boosting teas. The Targeted Nutrition category features functional beverages and dietary supplements. The Energy, Sports, and Fitness category consists of products that support a healthy and active lifestyle. The Outer Nutrition segment offers facial skincare, body care, and hair care products. The Literature and Promotional Items include start-up kits, sales tools, and educational materials.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
HERBALIFE STOCK JUMPS 16.4% FOLLOWING RONALDO INVESTMENT NEWS AND STRONG Q4 RESULTS
- Company Performance: Herbalife's stock rose by 16.4% following the announcement of a new investment from Ronald O.
- Quarterly Results: The company's Q4 results exceeded expectations, contributing to the positive market reaction.
See More
Herbalife Set to Announce Q4 Earnings on February 18
- Earnings Announcement Schedule: Herbalife is set to release its Q4 earnings on February 18 after market close, with a consensus EPS estimate of $0.48, reflecting a 33.3% year-over-year increase, which could significantly boost investor confidence in the company's profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $1.24 billion, representing a 3.3% year-over-year growth; while this growth is modest, it indicates the company's stability in the market, potentially leading to positive future market performance.
- Historical Performance Review: Over the past two years, Herbalife has beaten EPS estimates 88% of the time and revenue estimates 50% of the time, a strong performance record that may attract more investor attention and enhance the company's stock price.
- Estimate Revision Dynamics: In the last three months, there has been one upward revision for both EPS and revenue estimates with no downward revisions, indicating increased analyst confidence in the company's future performance, which could further drive stock price appreciation.
See More
Deere & Co Surpasses Q1 Earnings Expectations
- Earnings Beat: Deere & Co reported Q1 earnings of $2.42 per share, exceeding analyst expectations of $2.06, indicating robust performance and boosting investor confidence in the company's prospects.
- Sales Surge: The company achieved quarterly sales of $9.611 billion, significantly surpassing the analyst consensus of $7.686 billion, reflecting strong product demand that could drive sustained growth moving forward.
- Stock Price Surge: Following the earnings report, Deere's stock price jumped 9.1% to $647.09 on Thursday, illustrating market optimism regarding the company's future performance.
- Positive Market Reaction: Despite a broader market decline, Deere's strong financial results allowed it to stand out among stocks, demonstrating resilience and attractiveness in an uncertain market environment.
See More
Etsy Sells Depop to eBay for $1.2 Billion
- Significant Transaction Value: Etsy has entered into a definitive agreement with eBay to sell its fashion marketplace Depop for approximately $1.2 billion in cash, which not only provides Etsy with substantial cash flow but also enhances its financial flexibility to support future strategic investments.
- Stock Price Surge: Etsy's shares jumped 15.5% to $50.86 in pre-market trading, reflecting a positive market reaction to the deal and increasing investor confidence in the company's future growth potential.
- Market Consolidation Trend: This transaction signifies further consolidation in the e-commerce sector, as eBay's acquisition of Depop will expand its influence in the fashion market, while Etsy can focus on its core business to improve operational efficiency.
- Strategic Focus Shift: By selling Depop, Etsy can reallocate resources to concentrate on growth within its primary platform, with expectations to drive long-term profitability through optimizing product lines and enhancing user experience.
See More
Herbalife Shares Surge 14.27% Following Ronaldo's Investment
- Stock Performance: Herbalife shares surged 14.27% in after-hours trading to $18.90, up 3.76% from the regular session close of $16.54, reflecting strong market optimism about the company's future prospects.
- Investment Dynamics: Global sports icon Cristiano Ronaldo acquired a 10% stake in Herbalife's wholly-owned subsidiary HBL Pro2col Software LLC for $7.5 million, with a commitment to provide services and sponsorship rights, enhancing the company's brand influence.
- Earnings Analysis: Herbalife reported Q4 2025 earnings of $0.45 per share, missing the $0.47 consensus estimate, yet revenue increased by $76 million year-over-year to $1.21 billion, demonstrating resilience in revenue growth.
- Market Indicators: Herbalife has a market capitalization of $1.71 billion, with a 52-week high of $17.93 and a low of $5.57, and a 194.31% stock price increase over the past 12 months, indicating strong market performance and investor confidence.
See More
Herbalife Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Herbalife reported Q4 net sales of $1.3 billion, reflecting a 6.3% year-over-year increase that exceeded the high end of guidance, demonstrating the company's robust market performance and sustainable cash generation capabilities.
- Strategic Partnership: Global sports icon Cristiano Ronaldo acquired a 10% equity stake in HBL Pro2col Software for $7.5 million, which is expected to enhance brand exposure and marketing efforts, further strengthening the company's competitive position in the digital health sector.
- Ongoing Product Innovation: The launch of new products like MultiBurn and HL/Skin, along with plans to introduce personalized nutritional supplements in the U.S. by mid-2026, indicates the company's commitment to continuous innovation and market expansion in health management.
- Optimistic Future Outlook: Herbalife projects Q1 2026 net sales growth of 3% to 7% and full-year growth of 1% to 6%, with adjusted EBITDA expected between $670 million and $710 million, reflecting the company's confidence in future growth.
See More
HERBALIFE STOCK JUMPS 16.4% FOLLOWING RONALDO INVESTMENT NEWS AND STRONG Q4 RESULTS
- Company Performance: Herbalife's stock rose by 16.4% following the announcement of a new investment from Ronald O.
- Quarterly Results: The company's Q4 results exceeded expectations, contributing to the positive market reaction.
See More
Herbalife Set to Announce Q4 Earnings on February 18
- Earnings Announcement Schedule: Herbalife is set to release its Q4 earnings on February 18 after market close, with a consensus EPS estimate of $0.48, reflecting a 33.3% year-over-year increase, which could significantly boost investor confidence in the company's profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $1.24 billion, representing a 3.3% year-over-year growth; while this growth is modest, it indicates the company's stability in the market, potentially leading to positive future market performance.
- Historical Performance Review: Over the past two years, Herbalife has beaten EPS estimates 88% of the time and revenue estimates 50% of the time, a strong performance record that may attract more investor attention and enhance the company's stock price.
- Estimate Revision Dynamics: In the last three months, there has been one upward revision for both EPS and revenue estimates with no downward revisions, indicating increased analyst confidence in the company's future performance, which could further drive stock price appreciation.
See More
Deere & Co Surpasses Q1 Earnings Expectations
- Earnings Beat: Deere & Co reported Q1 earnings of $2.42 per share, exceeding analyst expectations of $2.06, indicating robust performance and boosting investor confidence in the company's prospects.
- Sales Surge: The company achieved quarterly sales of $9.611 billion, significantly surpassing the analyst consensus of $7.686 billion, reflecting strong product demand that could drive sustained growth moving forward.
- Stock Price Surge: Following the earnings report, Deere's stock price jumped 9.1% to $647.09 on Thursday, illustrating market optimism regarding the company's future performance.
- Positive Market Reaction: Despite a broader market decline, Deere's strong financial results allowed it to stand out among stocks, demonstrating resilience and attractiveness in an uncertain market environment.
See More
Etsy Sells Depop to eBay for $1.2 Billion
- Significant Transaction Value: Etsy has entered into a definitive agreement with eBay to sell its fashion marketplace Depop for approximately $1.2 billion in cash, which not only provides Etsy with substantial cash flow but also enhances its financial flexibility to support future strategic investments.
- Stock Price Surge: Etsy's shares jumped 15.5% to $50.86 in pre-market trading, reflecting a positive market reaction to the deal and increasing investor confidence in the company's future growth potential.
- Market Consolidation Trend: This transaction signifies further consolidation in the e-commerce sector, as eBay's acquisition of Depop will expand its influence in the fashion market, while Etsy can focus on its core business to improve operational efficiency.
- Strategic Focus Shift: By selling Depop, Etsy can reallocate resources to concentrate on growth within its primary platform, with expectations to drive long-term profitability through optimizing product lines and enhancing user experience.
See More
Herbalife Shares Surge 14.27% Following Ronaldo's Investment
- Stock Performance: Herbalife shares surged 14.27% in after-hours trading to $18.90, up 3.76% from the regular session close of $16.54, reflecting strong market optimism about the company's future prospects.
- Investment Dynamics: Global sports icon Cristiano Ronaldo acquired a 10% stake in Herbalife's wholly-owned subsidiary HBL Pro2col Software LLC for $7.5 million, with a commitment to provide services and sponsorship rights, enhancing the company's brand influence.
- Earnings Analysis: Herbalife reported Q4 2025 earnings of $0.45 per share, missing the $0.47 consensus estimate, yet revenue increased by $76 million year-over-year to $1.21 billion, demonstrating resilience in revenue growth.
- Market Indicators: Herbalife has a market capitalization of $1.71 billion, with a 52-week high of $17.93 and a low of $5.57, and a 194.31% stock price increase over the past 12 months, indicating strong market performance and investor confidence.
See More
Herbalife Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Herbalife reported Q4 net sales of $1.3 billion, reflecting a 6.3% year-over-year increase that exceeded the high end of guidance, demonstrating the company's robust market performance and sustainable cash generation capabilities.
- Strategic Partnership: Global sports icon Cristiano Ronaldo acquired a 10% equity stake in HBL Pro2col Software for $7.5 million, which is expected to enhance brand exposure and marketing efforts, further strengthening the company's competitive position in the digital health sector.
- Ongoing Product Innovation: The launch of new products like MultiBurn and HL/Skin, along with plans to introduce personalized nutritional supplements in the U.S. by mid-2026, indicates the company's commitment to continuous innovation and market expansion in health management.
- Optimistic Future Outlook: Herbalife projects Q1 2026 net sales growth of 3% to 7% and full-year growth of 1% to 6%, with adjusted EBITDA expected between $670 million and $710 million, reflecting the company's confidence in future growth.
See More
