Herbalife Ltd. (HLF) Presents at Bank of America Leveraged Finance Conference Transcript
Herbalife Ltd. ( HLF ) Q3 2025 Earnings Call November 5, 2025 5:30 PM EST Company Participants Erin Banyas - Head of Investor Relations Stephan Gratziani - President & CEO John DeSimone - Chief Financial Officer Conference Call Participants William Reuter - BofA Securities, Research Division Song Xue - Mizuho Securities USA LLC, Research Division Karru Martinson - Jefferies LLC, Research Division Hale Holden - Barclays Bank PLC, Research Division Douglas Lane - Water Tower Research LLC Presentation Operator Good afternoon, and thank you for joining the Third Quarter 2025 Earnings Conference Call for Herbalife Limited.
HLF is building a wellness ecosystem with the Pro2col app, leveraging AI, data, and subscriptions to create a customer retention moat and upselling opportunities. Herbalife remains trading at an extremely discounted forward P/E of 4x, compared to the 15.7x peer average. This creates a potential upside of 36% from the current price, reaffirming my target price of $12.4. Analysts project revenue growth of 2%, reaching $1.27B, primarily driven by the Pro2col app beta launch.
| Food Products Industry | Consumer Staples Sector | Stephan Paulo Gratziani CEO | XFRA Exchange | KYG4412G1010 ISIN |
| US Country | 8,600 Employees | - Last Dividend | 15 May 2018 Last Split | 16 Dec 2004 IPO Date |
Herbalife Ltd., formerly known as Herbalife Nutrition Ltd., is a global corporation focused on health and wellness products, headquartered in Los Angeles, California. Since its establishment in 1980, the company has expanded its reach to several regions including North America, Mexico, South and Central America, Europe, the Middle East, Africa, China, and the Asia Pacific. Herbalife's business model relies on sales through representatives, independent service providers, and its own retail platforms, marketing a wide range of products aimed at weight management, targeted nutrition, energy, sports, fitness, and outer nutrition.
This category includes meal replacement products, protein shakes, drink mixes, weight loss supplements, healthy snacks, and metabolism-boosting teas. Herbalife's weight management solutions are designed to support individuals in achieving their weight loss goals in a nutritious manner.
Herbalife's targeted nutrition products comprise functional beverages, and dietary and nutritional supplements enhanced with herbs, vitamins, minerals, and other natural ingredients. These products are aimed at addressing specific nutritional needs and supporting overall health.
This range includes facial skin care, body care, and hair care products. Herbalife's outer nutrition products are formulated to nourish the body from the outside, complementing the company’s internal nutrition solutions.
Including N-R-G tea and energy drink products, this line is designed for individuals seeking to boost their energy levels, improve sports performance, and support their fitness journey with scientifically backed products.
This category encompasses start-up kits, sales tools, and educational materials. Aimed primarily at sales representatives and independent service providers, these materials are intended to support the marketing and sale of Herbalife products, as well as educate consumers on the benefits and uses of Herbalife's offerings.