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- **Strategic Acquisition Success**: LoveBiome integration complete, with $3.9 million Q1 EBITDA and $2.3 million net income. Full LoveBiome revenue contribution expected Q2 2026.
- **Product Innovation**: P84 gut health product activates 14 endogenous peptides, positioning in $32.4 billion market. Healthy Edge stack combines Nrf2 and gut health for unique wellness system.
- **Growth Drivers**: Japan revenue up 2.6% YoY, Shopify e-commerce modernization, and FY2026 revenue guidance $225-240 million. Second-half growth driven by MindBody and LoveBiome.
- **Financial Strength**: $13.1 million cash, no debt, and $16.7 million remaining for buybacks/dividends. Adjusted EBITDA guidance $23-26 million.

**【CEO Summary Section】**
- **LoveBiome Acquisition**: Completed on October 1, 2025, integrating LoveBiome's gut microbiome health products into LifeVantage's portfolio. The acquisition expands the addressable market and strengthens the consultant base. Early integration indicators are positive, with systems and websites converted by November 1, 2025.
- **Revenue Performance**: Q1 2026 net revenue of $47.6 million, up 0.7% YoY, driven by growth in Japan (2.6% constant currency) and the MindBody GLP-1 system. However, lower sales of Protandim and TrueScience offset growth.
- **Product Synergies**: Introduced the Healthy Edge stack combining Protandim Nrf2 Synergizer and P84, with in vitro testing showing P84 activates 14 gut health peptides. This positions LifeVantage in the $14.4 billion to $32.4 billion gut health market.
- **Technology Modernization**: Progressing with Shopify partnership for a new e-commerce platform, aiming to enhance consumer experience and conversion rates.
- **Consultant Engagement**: U.S. Momentum Academy event in Dallas (Oct 24-25) brought together 2,000 consultants, exceeding expectations for cross-community integration and training on new products.

**【CFO Financial Commentary】**
- **Financial Highlights**: Q1 2026 non-GAAP adjusted EBITDA of $3.9 million (8.2% of revenue), down 11.8% YoY due to lower gross margins and higher commissions. GAAP net income of $2.3 million ($0.18 EPS), up 21% YoY, driven by tax benefits.
- **Revenue Guidance**: Full-year 2026 revenue expected $225-240 million, including LoveBiome contributions. Second-half revenue growth anticipated due to MindBody seasonality and LoveBiome integration.
- **Profitability Targets**: Adjusted EBITDA guidance $23-26 million, with long-term margin improvement goals. Capital allocation includes $16.7 million remaining for share buybacks and dividends.
- **Liquidity**: $13.1 million cash on hand, no debt, and $5 million revolving credit line.

**【Q&A Highlights】**
- **Q1 2026 Performance**: Seasonally low quarter with no LoveBiome revenue contribution. Consultants paused activity ahead of acquisition, but integration now complete.
- **LoveBiome Impact**: Full LoveBiome revenue contribution expected in Q2 2026. Cross-selling training underway, with focus on combining gut health and metabolic wellness products.
- **Gut Health Science**: P84's ability to activate endogenous peptides differentiates it from pro/prebiotic supplements. Synergistic benefits with Protandim being tested for future launches.
- **Capital Allocation**: $19.8 million returned to shareholders since FY2024 through buybacks and dividends. Balanced approach to growth and returns maintained.

LifeVantage Corporation (LFVN) Q1 2026 Earnings Call Transcript

- **Revenue Growth**: Q4 2025 revenue up 13% YoY to $55.1M, driven by MindBody in Americas (+14%) and returning international growth (+8%).
- **Gross Margin Expansion**: 40bps to 79.9%, supported by MindBody product mix and cost efficiency.
- **Strategic Acquisition**: LoveBiome adds microbiome expertise, targeting $32B gut health market. P84 product complements MindBody for holistic wellness.
- **Technology Partnership**: Shopify integration to enhance e-commerce and consultant tools, with go-live planned for 2026.
- **2026 Outlook**: Revenue $225M-$240M, EBITDA $23M-$26M, with LoveBiome contributing modestly to growth.

**【CEO Summary Section】**
- Q4 2025 revenue grew 13% YoY to $55.1 million, driven by the MindBody GLP-1 system. Americas region revenue increased 14%, while international sales rose 8% (Asia Pacific/Europe), marking the first growth in 12 quarters.
- Gross margin expanded by 40 basis points to 79.9%, with MindBody contributing to product mix improvements. Active accounts in Americas rose 6%, and average revenue per consultant increased 4% in Americas and 14% internationally.
- Announced acquisition of LoveBiome, a microbiome health pioneer, to expand into the $14.4B gut health market (projected CAGR 8.4% to $32.4B by 2035). LoveBiome's P84 product targets gut microbiome regulation, complementing LifeVantage's activation strategy.
- Signed partnership with Shopify to modernize e-commerce platform, enhancing conversions and operational efficiency. Integration with LoveBiome expected by Q2 2026, with joint U.S. Momentum Academy event in October.

**【CFO Financial Commentary】**
- Q4 GAAP revenue: $55.1M (+12.6% YoY). Non-GAAP adjusted EBITDA: $4.8M (8.7% of revenue). Americas revenue: $43.5M (+14.1% YoY); international: $11.6M (+7.6% YoY). Gross margin: 79.9% vs. 79.5% YoY. Commissions/S&A: 42.1% of revenue vs. 44.9% YoY.
- FY2026 outlook: Revenue $225M-$240M, adjusted EBITDA $23M-$26M, EPS $1.00-$1.15. LoveBiome contribution to 2026 revenue is modest but strategic.

**【Q&A Highlights】**
- Q4 revenue shortfall ($55M vs. midpoint $58M) due to U.S. MindBody seasonality, offset by strong international growth.
- LoveBiome, founded in 2022, has U.S., Taiwan, and European presence. P84 aligns with LifeVantage's activation model, with potential synergies between MindBody and microbiome products.
- LoveBiome's operational integration and cross-selling opportunities will be key to achieving long-term growth targets.

LifeVantage Corporation (LFVN) Q4 2025 Earnings Call Transcript

- **Q3 Revenue Growth**: 21.1% YoY to $58.4M, driven by U.S. market expansion and MindBody system adoption.
- **Subscription Dominance**: 85% of new users on MindBody subscriptions, with 55% combining products for higher ARPA.
- **Profitability Improvement**: 210bp gross margin expansion to 81%, EBITDA up 27% to $6.4M.
- **International Recovery**: Japan shows early signs of growth (+2.7% YoY), offsetting broader international decline.
- **Compensation Strategy**: Evolve plan driving consultant engagement, with focus on long-term health messaging over quick fixes.


**【CEO Summary Section】**
- Q3 revenue reached $58.4 million, up 21.1% YoY, driven by 31% growth in the U.S. market and the successful launch of the MindBody GLP-1 system.
- International markets declined 7.2% YoY, but Japan showed early momentum with a 2.7% increase in revenue post-launch.
- Subscription penetration for MindBody reached 85% of new users, with 55% of sales combining MindBody with other products like Protandim or liquid collagen.
- Active accounts in the Americas grew 17% YoY, while international consultant engagement improved through the Evolve compensation plan.
- Gross margin improved 210 basis points to 81%, reflecting better product mix and cost control.

**【CFO Financial Commentary】**
- Adjusted EBITDA rose 27% YoY to $6.4 million, with a 50 basis point margin expansion to 11%.
- FX headwinds reduced revenue by $500k, but constant-currency growth in Asia-Pacific was 4.7% YoY.
- Operating expenses increased 13% YoY due to higher variable compensation and stock-based costs.
- Fiscal 2025 guidance updated to $228-235 million in revenue, with adjusted EBITDA of $21-24 million.

**【Q&A Key Takeaways】**
- Sequential decline in active accounts (115k to 109k) attributed to supply chain disruptions, now resolved.
- Consultants shifting from short-term weight loss messaging to long-term health benefits saw higher retention and consistency.
- International MindBody launches (Japan, Australia, Mexico) are early-stage but building momentum with customer access expanded in April.
- Company maintains 16% YoY revenue growth target despite Q3 FX challenges, citing stabilization in U.S. demand and improving international execution.


LifeVantage (LFVN)-6 May 25-2025 Q3 Earnings call transcript

- **Revenue Surge**: Q2 revenue up 31% YoY to $67.8M, driven by MindBody System launch with 25% active account growth.
- **Profitability**: Gross margin 80.5% (190bps YoY), adjusted EBITDA $6.5M (9.6% of revenue).
- **International Expansion**: Planning March 2025 international rollout, targeting 80%+ revenue growth in APAC/Europe.
- **Subscription Dominance**: 80% of MindBody sales on subscription, 50% new customers opt for subscriptions vs. 30% for prior product launches.
- **Cross-Selling Success**: 22 new gene activations in clinical studies when combining MindBody with Protandim, with >85% recent orders as stacks.
- **Guidance**: FY2025 revenue $235M-$245M, EBITDA $21M-$24M, EPS $0.72-$0.88. Elevated incentives to normalize in Q4.

**【CEO Key Highlights】**
- **Revenue Growth**: Q2 revenue of $67.8M, up 31% YoY and 44% sequentially, driven by the MindBody GLP-1 System launch. Active accounts increased 25% in Americas, with 23,000 new enrollments.
- **Product Success**: MindBody sold out in 13 days, backlog cleared by end of Q2. Cross-selling opportunities with existing products (e.g., Protandim) show 22 new gene activations in clinical studies.
- **International Expansion**: Planning March 2025 international rollout in Japan, Europe, and Asia-Pacific, with same-strategy launch as U.S. market.
- **Compensation Plan**: Evolve Plan enhancements (e.g., sharing bonus) drive consultant engagement, with 13% increase in independent consultants.
- **New Leadership**: Todd Thompson, CIO, to enhance digital tools and scale infrastructure for global growth.

**【CFO Financial Breakdown】**
- **Revenue**: $67.8M (31.3% YoY), Americas up 46.3% to $57.2M; APAC/Europe down 15.5% due to FX and account declines.
- **Margins**: Gross margin 80.5% (190bps YoY improvement), adjusted EBITDA $6.5M (9.6% of revenue vs. 6% YoY).
- **Expenses**: Commissions/incentives 48% of revenue (up from 42.1%), driven by MindBody launch and mix shift.
- **Guidance**: FY2025 revenue $235M-$245M, EBITDA $21M-$24M, EPS $0.72-$0.88. Tax rate 22%-24%.
- **Liquidity**: $21.6M cash, $1.5M capex for FY2025. Share buyback authorization $19.3M remaining.

**【Q&A Key Takeaways】**
- **Subscription Trends**: 80% of MindBody sales on subscription, 50% new customers opt for subscriptions vs. 30% for Collagen launch.
- **Cross-Selling**: 80% of Q2 MindBody sales standalone, but >85% of recent orders include stacks (e.g., Protandim + MindBody).
- **Margin Outlook**: Elevated incentives (44%-48%) expected in Q3, normalizing to 44% in Q4. EBITDA margin expansion continues beyond FY2025.
- **Special Dividend**: Possible, but balanced with reinvestment in growth (e.g., inventory, IT).

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