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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

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