LifeVantage's Q3 2025: Unraveling Contradictions in Subscription Trends, Product Launches, and Market Strategies

Product subscription trends, MindBody product launch and sales strategy, product launch and supply chain challenges, direct selling strategy and market positioning, MindBody product availability and launch timeline are the key contradictions discussed in LifeVantage's latest 2025Q3 earnings call.



Revenue Growth and MindBody GLP1 System:
- LifeVantage Corporation reported revenue of $58.4 million for Q3, up 21% year-over-year.
- Growth was primarily driven by demand for the MindBody GLP1 system, which launched in the U.S. market in October 2024.

International Market Challenges:
- Revenue in the Asia Pacific and Europe region decreased by 7.2% to $10.2 million in Q3.
- The decline was attributed to an 8.8% decrease in total active accounts and negative impacts from foreign currency exchange fluctuations.

Profitability and Margin Improvement:
- Adjusted EBITDA increased by 27% year-over-year to $6.4 million, with an adjusted EBITDA margin improvement of 50 basis points to 11%.
- This improvement was supported by a 210-basis point increase in gross margin, driven by strong sales of MindBody and lower inventory-related expenses.

Supply Chain Stability and International Expansion:
- LifeVantage resolved supply chain disruptions, improving stability in the supply chain and logistics.
- The international expansion of the MindBody system was initiated in March, with a focus on Japan, Australia, New Zealand, Mexico, the UK, Europe, and Thailand, aimed at reversing international market declines.