Overview

* Herbalife ( HLF ) Q3 net sales up 2.7% yr/yr, above co's guidance midpoint

* Adjusted EBITDA for Q3 exceeds co's guidance, reflecting strong operational execution

* Adjusted EPS for Q3 beats analyst expectations

Outlook

* Herbalife ( HLF ) tightens full-year 2025 guidance ranges for net sales and adjusted EBITDA

* Company sees Q4 2025 net sales growth of 1.5% to 5.5% YoY

* Herbalife ( HLF ) expects full-year 2025 adjusted EBITDA between $645 mln and $655 mln

Result Drivers

* NORTH AMERICA GROWTH - North America net sales increased by 1.0% yr/yr, marking the region's first quarterly gain since Q2 '21

* PRO2COL APP EXPANSION - Expanded access to beta version of Pro2col app to retail customers, enhancing distributor operations

* ADJUSTED EBITDA EXCEEDS GUIDANCE - Adjusted EBITDA of $163.0 mln exceeded guidance, despite $12 mln foreign currency headwinds

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $0.50 $0.47 (1

Adjusted Analyst)

EPS

Q3 EPS $0.42

Q3 Net $43.20

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "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 ( HLF ) is $10.50, about 24% above its November 4 closing price of $7.98

* The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release:

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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.)