Herbalife Q2 Sales Climb 5.4%, CFO to Retire; Guidance Tightened on FX Headwinds
HLF sits 67% above its 52-week low of $7.56.
Summary
Herbalife reported Q2 2026 net sales of $1.3 billion, up 5.4% year-over-year, with adjusted EBITDA of $166.6 million exceeding guidance on a constant-currency basis. CFO John DeSimone will retire at year-end, and the company tightened its full-year adjusted EBITDA guidance to $670–$690 million due to FX headwinds.
Key Events · Earnings and Guidance · HLF
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Q2 Net Sales Rise 5.4%
Net sales of $1.3 billion, up 5.4% year-over-year (5.8% constant currency), marking the fourth consecutive quarter of topline expansion and hitting the top of the guidance range.
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Adjusted EBITDA Beats Constant-Currency Guidance
Adjusted EBITDA of $166.6 million ($174.4 million constant currency) exceeded the high end of guidance; reported figure includes $7.6 million of FX headwinds.
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Full-Year Guidance Tightened on FX
2026 adjusted EBITDA guidance narrowed to $670–$690 million from $675–$705 million, reflecting a stronger U.S. dollar, while constant-currency guidance was raised to $690–$710 million.
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CFO Retirement and Succession Announced
CFO John DeSimone will retire December 31, 2026; Scott Schaefer, currently SVP of Finance and Transformation, will become CFO effective January 1, 2027, with disclosed compensation terms.
Analysis · HLF · Trade & Services
A fourth straight quarter of topline growth underscores Herbalife's momentum, with net sales of $1.3 billion beating the high end of guidance. Adjusted EBITDA of $166.6 million also topped expectations on a constant-currency basis. Yet the company narrowed its full-year adjusted EBITDA outlook to $670–$690 million, citing a stronger U.S. dollar, even as it raised constant-currency guidance — a mixed signal that keeps pressure on reported profits. Separately, CFO John DeSimone announced his retirement effective year-end, with insider Scott Schaefer named as successor, removing a key leadership uncertainty. The combination of solid operating momentum, a CFO transition, and a guidance tweak makes this a notable update for investors.
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At the time of this filing, HLF was trading at $12.60 on NYSE in the Trade & Services sector, with a market capitalization of approximately $1.3B. The 52-week trading range was $7.56 to $20.40. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.