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Toutes les analyses de Nutrition & Supplements — 1 analyses.
31
/100
83
Buffett
Watch
Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance Sheet
Herbalife Ltd. sells nutrition and weight-management products through an independent multi-level distributor network across more than 90 markets, and weight management was 54.5% of 2025 net sales. Q2 2026 was a fourth consecutive growth quarter at $1.327 billion of sales, up 5.4% and driven by real volume rather than price or currency, but India alone supplied 20% of worldwide quarterly revenue while China fell 29.0% in constant currency and worldwide sales per qualified sales leader are no higher than in 2022. Rating Watch: at roughly 4.3 times guided EV/EBITDA the equity is a leveraged residual claim on $680 million of EBITDA behind $1.669 billion of net debt, and $12.17 sits above the $9-11 conservative value, so the margin-of-safety verdict is none until the shares approach the $7-9 ideal buy range.
Herbalife Ltd.
·
HLF
· États-Unis
·
Nutrition & Supplements
·
4 septembre 2026