Herbalife Ltd. published the earnings call transcript for its Fourth Quarter and Full Year 2025 results (February 18, 2026). The call was led by CEO Stephan Gratziani and CFO John DeSimone, with Investor Relations head Erin Banyas, and included Q&A with analysts from Citi, Maxim Group, Bank of America, Mizuho Securities, Barclays, and Water Tower Research. Management highlighted a return to growth, with Q4 net sales of $1.3 billion up 6.3% year-over-year and full-year 2025 net sales just over $5 billion, alongside full-year adjusted EBITDA of $658 million (13.1% margin). The company also emphasized balance sheet progress, including $333 million in 2025 operating cash flow and $283 million of debt repaid, ending the year at a 2.8x total leverage ratio. India was a key driver in Q4, delivering record quarterly net sales of $250 million (+15% reported, +21% local currency), aided by a lower GST rate on many products. Strategically, Herbalife discussed product innovation (including MultiBurn, HL/Skin in EMEA, and Life I/O baseline) and ongoing investment in its Pro2col personalization platform, including a phased beta rollout and plans to introduce personalized nutritional supplements to initial U.S. beta distributors by the end of the first half of 2026. The company also announced that Cristiano Ronaldo acquired a 10% stake in HBL Pro2col Software, investing $7.5 million and committing to provide services and sponsorship rights. “We executed with discipline, reducing our total leverage ratio to 2.8x,” the CEO said, adding that the company is “positioning the company for long-term growth.” The CFO said Pro2col’s impact is not meaningfully embedded in 2026 sales expectations yet, noting “there’s very little from a top line building…more upside…than risk,” while also flagging India GST-related cost impacts that will weigh on 2026 margins. The full transcript can be accessed through the link below.

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