Herbalife (HLF) reported second-quarter 2026 net sales of $1.3 billion, up 5.4% from Q2 2025. The company reported a net loss attributable to Herbalife of $26.3 million, including a $94.6 million loss on extinguishment of debt tied to its April 2026 refinancing.
The company said second-quarter diluted loss per share was $0.25, while adjusted EBITDA was $166.6 million. Herbalife also announced CFO John DeSimone will retire at year-end and Scott Schaefer will succeed him effective Jan. 1, 2027.
- Worldwide reported net sales were $1.3268 billion, compared with $1.2591 billion a year earlier.
- Second-quarter net loss margin was 2.0%.
- Year-to-date net cash provided by operating activities was $146.7 million.
- Herbalife launched Bioniq GO in 11 EMEA markets in June and in North America in July.
- Full-year 2026 net sales guidance was tightened to growth of 2.5% to 5.5% year over year.
- Full-year adjusted EBITDA guidance was narrowed to $670 million to $690 million.
$HLF Insider Trading Activity
$HLF insiders have traded $HLF stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $HLF stock by insiders over the last 6 months:
- FRANK LAMBERTI (Chief Commercial Officer) has made 0 purchases and 2 sales selling 142,919 shares for an estimated $1,932,259.
- TROY HICKS (Chief Operating Officer) has made 0 purchases and 2 sales selling 48,377 shares for an estimated $619,555.
- SOPHIE L'HELIAS purchased 1,200 shares for an estimated $13,572
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HLF Hedge Fund Activity
We have seen 121 institutional investors add shares of $HLF stock to their portfolio, and 101 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,440,880 shares (+37.7%) to their portfolio in Q1 2026, for an estimated $21,209,753
- WOODLINE PARTNERS LP added 1,029,484 shares (+inf%) to their portfolio in Q1 2026, for an estimated $15,154,004
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 796,421 shares (-64.4%) from their portfolio in Q1 2026, for an estimated $11,723,317
- GOLDMAN SACHS GROUP INC added 684,850 shares (+28.0%) to their portfolio in Q1 2026, for an estimated $10,080,992
- INVENOMIC CAPITAL MANAGEMENT LP removed 678,258 shares (-88.3%) from their portfolio in Q1 2026, for an estimated $9,983,957
- BRONTE CAPITAL MANAGEMENT PTY LTD. removed 616,540 shares (-65.6%) from their portfolio in Q2 2026, for an estimated $8,107,501
- LONG FOCUS CAPITAL MANAGEMENT, LLC removed 600,800 shares (-26.1%) from their portfolio in Q1 2026, for an estimated $8,843,776
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
