LifeVantage (LFVN) Fiscal Q4 2026 Earnings Call: Revenue Falls 23.1%, FY2027 Guidance Withheld
Source Tradingkey
Key Takeaways
- Fiscal Q4 2026 net revenue fell 23.1% year over year to $42.4 million and declined 3.1% sequentially, driven by fewer orders, lower average order value and weaker MindBody GLP-1 system sales against a strong prior-year comparison.
- GAAP net income decreased to $1.3 million, or $0.10 per diluted share. Adjusted net income was $1.4 million, or $0.11 per diluted share.
- Adjusted EBITDA declined to $2.7 million, representing 6.5% of revenue, compared with $4.8 million and 8.7% of revenue a year earlier.
- Subscription-based revenue remained above 75% of quarterly revenue, while customer retention metrics improved year over year.
- LifeVantage ended fiscal 2026 with $14.9 million in cash and no debt. Fiscal-year operating cash flow totaled $10.2 million.
- The company did not issue formal fiscal 2027 guidance following the CEO transition. Management expects difficult comparisons in fiscal Q1 and Q2 and hopes its developing strategy can improve momentum in Q3 and Q4.
Key Financial Data
| Metric | Fiscal Q4 2026 | Fiscal Q4 2025 | Change or context |
|---|---|---|---|
| Net revenue | $42.4 million | $55.1 million | Down 23.1% year over year and 3.1% sequentially |
| Americas revenue | $32.7 million | — | Down 24.8% year over year |
| Asia-Pacific and Europe revenue | $9.7 million | — | Down 16.9% year over year |
| Gross margin | 78.0% | 79.9% | Lower due to product mix, inventory obsolescence and higher shipping and warehouse expenses |
| Commissions and incentive expense | 41.3% of revenue | 42.1% | Reflected promotional timing and sales mix changes |
| GAAP SG&A | 32.7% of revenue | 33.9% | Lower as a percentage of revenue |
| Adjusted SG&A | 32.3% of revenue | 33.3% | Benefited from lower variable compensation and event expenses |
| GAAP operating income | $1.7 million | $2.1 million | Declined year over year |
| Adjusted operating income | $1.8 million | $2.5 million | Declined year over year |
| GAAP net income | $1.3 million | $2.0 million | Diluted EPS of $0.10 versus $0.15 |
| Adjusted net income | $1.4 million | $2.3 million | Adjusted diluted EPS of $0.11 versus $0.17 |
| Adjusted EBITDA | $2.7 million | $4.8 million | Margin of 6.5% versus 8.7% |
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