revenue
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FY 2027
official guidance
LIFEVANTAGE CORPORATION
Last · NASDAQ$5.80-0.15 (-2.52%)close · yahoo · 15h ago
Market cap$73.02M12.6M sh
P/E · TTM14.9fwd 15.0 · eps 0.39
Beta0.71vs S&P 500
Div yield3.36%annual · TTM
52w range
$3.90$11.71
Volume58.5Ksession
| Revenue | $182.6M |
|---|---|
| Operating income | $6.1M |
| Net income | $5.1M |
| Free cash flow | $6.7M |
| Operating margin | 3.3% |
| Net margin | 2.8% |
| Return on equity | 15.1% |
| Period | 2026 |
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OpenFilings analyst
Our analyst
Agentic read of the latest earnings call — recommendation updates when we process a new transcript. Research synthesis, not investment advice.
Strong BuyBuyHoldSellStrong Sell
Wait for evidence that account activity and order trends have stabilized.
Hold: LifeVantage is a turnaround story, not a clean buy after a 23.1% Q4 revenue decline to $42.4 million, a 21.2% drop in active accounts, and adjusted EBITDA falling 44% to $2.7 million.
The debt-free balance sheet, 78% gross margin, subscription revenue above 75% of sales, and new CEO provide recovery potential, but management offered no FY2027 guidance and only expects a possible trend reversal in Q3-Q4 after difficult Q1-Q2 comparisons.
Themes
- Revenue Decline
- Active Account Decline
- Mindbody Glp1
- Brand Turnaround
- Shopify Integration
- Lovebiome
Near term
Q1 and Q2 FY2027 face difficult comparisons, with management not expecting meaningful momentum until Q3-Q4.
The Shopify e-commerce rollout and upgraded sales-force tools are the main near-term execution catalysts, with FY2027 CapEx expected at $3.0 million-$3.5 million.
Consumer price pressure, lower order counts, and smaller average orders could continue to weigh on revenue and margins.
LoveBiome sales and integration into the gut-health portfolio may partially offset weakness in MindBody and the broader portfolio.
Longer term
A successful brand repositioning and more relevant consumer proposition could improve customer acquisition and average order values.
Subscription revenue above 75% of quarterly sales and improved retention provide some recurring-revenue stability, but active customers still declined 24.7% year over year.
International markets and under-penetrated North American territories offer expansion potential, though management plans to focus first on existing anchor markets.
The debt-free balance sheet and $58.5 million remaining repurchase authorization provide capital-allocation flexibility, but cash declined to $14.9 million from $20.2 million.
The company’s claimed science-based differentiation and product portfolio must translate into sustained demand; the call provided no quantified evidence of a competitive moat.
Red flags
Management declined to provide formal FY2027 guidance during the CEO transition, leaving investors without revenue or earnings visibility.
Management’s expected Q3-Q4 inflection is conditional on strategic initiatives that are still being developed and was not supported by current stabilization data.
Active accounts, customers, and independent consultants all declined materially, indicating that the weakness extends beyond the MindBody GLP-1 comparison.
Gross margin fell to 78.0% from 79.9% because of product mix, inventory obsolescence, shipping, and warehouse costs, while adjusted EBITDA margin fell to 6.5% from 8.7%.
The new CEO emphasized brand, digital, and consumer improvements but provided few measurable targets, timelines, or expected returns on those investments.
Forward outlook
revenue
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Q1 2027
management framework
revenue
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Q2 2027
management framework
revenue
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Q3 2027
management framework
revenue
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Q4 2027
management framework
revenue
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FY 2027
official guidance
OpenFilings analyst view from primary-source filings and earnings calls — not investment advice.
From latest 10-K · 2026-08-27
- Revenue Decline
- Margin Compression
- Product Concentration
- Consultant Retention
- Inventory Obsolescence
- Lovebiome Acquisition
- Third Party Manufacturing
Red flags
- Revenue declined $45.9 million year over year, while operating income fell $6.1 million and net income fell $4.7 million.
- LifeVantage revenue fell from $61.3 million to $32.3 million; TrueScience fell from $48.7 million to $37.9 million; Protandim fell from $95.3 million to $82.0 million.
- Cash and cash equivalents fell from $20.2 million to $14.9 million, with $12.4 million held at one financial institution and balances exceeding federally insured limits.
- The company recorded a $2.7 million inventory-obsolescence allowance in fiscal 2026, versus none in fiscal 2025.
- The company relies on three product lines for 83.3% of revenue and on independent consultants whose turnover and compliance it cannot fully control.
Upcoming earnings
9:00 PM UTC+1
Period
Sep 2026
Est. EPS
$0.06
Est. revenue
40.5M
Earnings transcripts
Press & signals
- GlobeNewswire
LifeVantage Announces Financial Results for the Fourth Fiscal Quarter and Full Fiscal Year 2026
- GlobeNewswire
LifeVantage Declares Quarterly Dividend
- GlobeNewswire
LifeVantage Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
The rest of this company's wire — with summaries and source links — is part of Pro.
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