Herbalife Ltd. (HLF)

Herbalife experienced several notable events impacting its stock price and market perception between April 2025 and October 2025. In April 2025, the company announced its first-quarter financial results. By June 2025, Herbalife was recognized in U.S. News & World Report's 2025-2026 Best Companies to Work For List and received official recognition from AOAC INTERNATIONAL for its Aloin Identification Method for Aloe Vera, and the stock reached an average analyst 12-month target price of $8.67. July 2025 saw the launch of MultiBurn™, a new science-backed weight-loss supplement. In August 2025, Herbalife reported its second-quarter financial results, with net sales near the guidance midpoint and adjusted EBITDA exceeding guidance, leading to raised full-year guidance for net sales and adjusted EBITDA, and the stock saw a jump following positive preliminary results from the beta launch of its new Pro2col digital health and wellness platform. Herbalife's CEO and CFO participated in the Barclays Global Consumer Staples Conference in September 2025. In October 2025, Herbalife was named to Forbes' inaugural list of America's Best Brands for Value and announced the opening of a new $7 million Center of Excellence for Quality Control and Research and Development Labs in Torrance, California. Analyst ratings and price targets were adjusted, with some analysts maintaining a "Strong Buy" consensus rating and an average price target of $11.50 as of July 2025. Insider trading activity included sales by Executive Chairman Michael Johnson in September and an intent to sell by former Independent Lead Director Alan LeFevre in June, while Director Juan Mendoza made a purchase in June. The stock has shown volatility, with a 41.4% year-to-date gain by August 2025, but also experienced drops due to broader market concerns like inflation data.

Specific information regarding the demand seasonality for Herbalife products and services was not explicitly detailed in the provided search results.

Herbalife Ltd. is a multinational multi-level marketing corporation that develops and sells dietary supplements and other health and wellness products. The company operates within the Consumer Defensive sector and the Consumer Packaged Goods industry. Herbalife's major products include weight-loss and protein shakes, protein bars, teas, aloes, vitamins, sports nutrition, and personal care items. The Formula 1 protein shake was its best-selling product as of 2015, accounting for nearly 30% of total sales. Herbalife's products are sold through a network of independent distributors and members.

Herbalife operates in 95 countries and territories globally, with main geographic segments including North America, Latin America, EMEA, Asia Pacific, and China. The company's manufacturing facilities are located in the U.S. and China, with additional botanical extraction facilities in Changsha, Hunan Province, China.

In the past year, Herbalife's brand reputation has seen positive developments. In October 2025, Herbalife was named to Forbes' inaugural list of America's Best Brands for Value, recognized for offering strong quality relative to cost. Earlier in 2025, the company also earned a spot on the U.S. News & World Report 2025-2026 Best Companies to Work For list, acknowledging its workplace excellence and employee experience. Additionally, the company's partnership with elite endurance athlete Cristiano Ronaldo contributes to its global brand visibility. Historically, Herbalife has faced allegations of operating as a pyramid scheme, product safety concerns, and bribery charges in China; however, no new significant negative events directly related to these historical issues have been reported to have impacted its brand reputation during this specific timeframe.

Herbalife has a mixed ownership structure, with significant institutional and individual investors. The company has 418 institutional owners and shareholders holding a total of 114,323,323 shares. Major institutional owners include Vanguard Group Inc., Baupost Group Llc/ma, BlackRock, Inc., Renaissance Technologies Llc, Nantahala Capital Management, LLC, Route One Investment Company, L.P., Long Focus Capital Management, Llc, Goldman Sachs Group Inc, and Charles Schwab Investment Management Inc. Institutional ownership is robust, standing at approximately 101.56% according to one source, while another indicates around 19.90% to 40.41% held by institutional investors. Insider ownership is reported at approximately 2.10% to 9.02%. Carl C. Icahn is a significant individual shareholder, owning 80.75 million shares, representing 78.32% of the company.