“As a result of the issued but undrawn letter of credit, as of both March 31, 2026 and December 31, 2025 , the remaining available borrowing capacity under the 2024 Revolving Credit Facility, was approximately $ 355 million.”10-Q · May 6, 2026 ↗
Herbalife Ltd.
HLF
Market read
Herbalife Ltd.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 38 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
- HLF's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if HLF's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 38 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- HLF's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +1.8 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.46x in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Foreign exchange has repeated adverse evidence across 4 filings.
- Pricing and mix has repeated adverse evidence across 4 filings.
- EV/sales is 50% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
12.27Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“We believe enhanced consumer awareness and demand for our products due to global trends such as the obesity epidemic, increasing interest in a fit and active lifestyle, living healthier, and the rise of entrepreneurship, coupled with the effectiveness of pers…”10-Q · May 6, 2026 ↗
“Generally, gross profit as a percentage of net sales may vary from period to period due to the impact of foreign currency fluctuations, changes in sales mix, price increases, cost changes related to inflation, self-manufacturing and sourcing, and inventory wr…”10-Q · May 6, 2026 ↗
“Generally, gross profit as a percentage of net sales may vary from period to period due to the impact of foreign currency fluctuations, changes in sales mix, price increases, cost changes related to inflation, self-manufacturing and sourcing, and inventory wr…”10-Q · May 6, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.3× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for HLF. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for HLF. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind HLF
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BRBRBellRing Brands, Inc.competitorFeb 18, 2026 ▾
“Our competitors include companies such as BellRing Brands, Inc., The Hain Celestial Group, Inc., Nestlé S.A., and The Simply Good Foods Company.”
CAGConagra Brands, Inc.competitorFeb 18, 2026 ▾
“The publicly traded companies in the peer group are BellRing Brands, Inc., Conagra Brands, Inc., Medifast, Inc., Nu Skin Enterprises, Inc., Post Holdings, Inc., The Hain Celestial Group, Inc., and USANA Health Sciences, Inc.”
HAINFiling-linked namecompetitorFeb 18, 2026 ▾
“Our competitors include companies such as BellRing Brands, Inc., The Hain Celestial Group, Inc., Nestlé S.A., and The Simply Good Foods Company.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
HLF is currently a Follower in the organic co-movement group Regional Banks & REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for HLF; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.