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/HLF
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Herbalife Ltd

Herbalife Ltd

HLF
$11.99USD↓-3.07%-0.38 today

MARKET CAP

1.2B

P/E (TTM)

5.5x

FWD P/E

4.1x

DAY RANGE

$12 – $12

52W RANGE

$8
$20

AI Summary

Stalk
TrimMedium

The stock remains in a Stage 4 decline with a confirmed lower-high/lower-low structure under declining EMAs; medium-term bias is bearish per stage and downtrend, while short-term timing shows a bullish pullback into the 9/21/50 EMA zone—execution should be deferred into that resistance area for a rejection-based sell.

  • ↑Q1 2026 net sales $1.3 B (+7.8% YoY), strongest growth since Q2 2021.
  • ↑Bionic acquisition accelerates personalized vitamin/mineral portfolio rollout.
  • ↓Full-year 2024 sales seen down 1.5%, signaling revenue stagnation.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Herbalife Limited (NYSE: HLF) is a leading global nutrition company specializing in the direct selling of dietary supplements and health and wellness products, aiming to enhance consumer health through personalized nutrition. The company operates a robust network of over 2 million independent distributors and nutrition clubs across 95 markets worldwide, adapting its product offerings to meet evolving customer needs. With recent shifts towards personalized and technology-driven solutions, Herbalife is transitioning from a traditional weight management brand to a comprehensive health and wellness platform.

Bull says

  • ↑Q1 2026 net sales $1.3 B (+7.8% YoY), strongest growth since Q2 2021.
  • ↑Bionic acquisition accelerates personalized vitamin/mineral portfolio rollout.
  • ↑Operating cash flow of $114 M supports debt ratio down to 2.7×.
  • ↑India GST cut drove 32% YoY sales jump to $275 M in Q1.
  • ↑Protocol app beta engaged 7K distributors, boosting digital interactions.
  • ↑High earnings yield, strong leverage use, and solid institutional support.

Bear says

  • ↓Full-year 2024 sales seen down 1.5%, signaling revenue stagnation.
  • ↓Gross margin fell 40 bps to 77.9% amid input cost and FX pressures.
  • ↓Flat new distributor growth risks long-term network expansion.
  • ↓Emerging-market reliance (India, China just 4% of sales) raises regulatory risk.
  • ↓Share buybacks deprioritized, limiting near-term shareholder returns.
  • ↓High interest-rate sensitivity and weak profitability factors may strain earnings.

Investment themes with HLF

Food Products↑ +1.00%

ADM · CTVA · KR

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-09-2026neutral

Transcript signals

Bull points

  • We believe that personalization, what it really means, is not only should you have as close to your individual needs not only today but also next month, when you've lost five pounds, when you've changed some things in your lifestyle in your daily habits and in your diet. When and over time as you age and your circumstances change. The capability to flex that on a monthly basis for someone and to personalize that, that is something that's innovative. That is something that makes sense in the world that we live in today.
  • it's helping us to actually formulate features based on feedback, ensuring it's fitting with distributor business flows and customer engagement.
  • So we believe that the future is in the what to measure, meaning that people are going to want to measure more things like bring their wearables in to inform blood biomarkers which are going to get launched at extravaganza that are going to come in.

Bear points

  • You cannot. As of the transaction, this is going to be sold through Herbalife distributors.
  • My number one priority is to still get our gross debt down to $1.4 billion by the end of 2028, which would get our net debt below $1 billion.
  • For us, this was not a company that's going direct to consumer, that's going and has this relationship directly. Our entire business is based on distributors and their engagement with customers.
Read full transcript analysis ›