Herbalife said first-quarter 2026 net sales are expected to rise 7.5% to 8.0% from a year earlier, topping the high end of its prior guidance. On a constant-currency basis, net sales are expected to increase 5.0% to 5.5%, also above guidance.
Adjusted EBITDA is expected to come in at or above the high end of the company’s earlier forecast.
By region, Asia Pacific drove the quarter’s outperformance, with India posting what Herbalife described as estimated record quarterly net sales. Asia Pacific, Latin America and Mexico each posted year-over-year net sales growth on both a reported and constant-currency basis. EMEA is expected to show a slight reported increase, helped by foreign exchange, but a decline on a constant-currency basis. North America and China are both expected to decline year over year on both measures.
In North America, Herbalife said sales were hit by unusually severe weather in January and February and by elevated shipments still in transit at quarter-end, which pushed related revenue recognition into the next quarter. Excluding those factors, North America sales would have been slightly higher year over year on both a reported and constant-currency basis.
Herbalife also updated its debt refinancing plan, saying it is now targeting $1.45 billion of secured financing. That package is expected to include a $425 million revolving credit facility, a $225 million term loan A and $800 million of other secured debt. The company said the refinancing is intended to extend the maturity profile of its senior secured debt. As a result of these announcements, the company's shares have moved -3.53% on the market, and are now trading at a price of $14.76. If you want to know more, read the company's complete 8-K report here.
