Herbalife Stock Earnings Reports

Herbalife Nutrition reported a strong start to 2026 with Q1 net sales of $1.3 billion (up 7.8% YoY, +5.4% constant currency) and adjusted EBITDA of $176 million, both above guidance. India was a standout, delivering record quarterly sales for the second consecutive quarter (Q1 India sales ~$275M, +32% YoY) driven partly by a GST reduction; Asia Pacific and Latin America outperformed while EMEA, North America and China had mixed or softer results. Management completed a $1.45 billion senior secured refinancing in April that materially reduced borrowing costs and extended maturities, which they expect will generate roughly $45 million of annual cash interest savings and support deleveraging (net leverage was 2.1x at quarter end; target is <2x by year-end). The company is advancing a personalization strategy—integrating recent acquisitions (Vionic, Link Biosciences, Prüvit, Protocol) to deliver personally formulated supplements, new packaging and a digital experience for distributors and customers—while keeping capital spending modest ($50–80M capex guidance) and reaffirming full-year adjusted EBITDA guidance of $675–705M. Management emphasized disciplined execution: continued focus on distributor enablement, cash generation, margin expansion versus 2024, and incremental costs from India GST dynamics and other items are accounted for in guidance.