HLF — what changed in the latest 10-Q
A section-by-section comparison of HLF's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-11-02 vs the prior 10-Q · 2026-08-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +8 | −8 | ~63 | 60 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~10 | 5 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 25 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +3 | −1 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-11-02
Net income attributable to Herbalife was $58.8 million, or $0.55 per diluted share, and $94.4 million, or $0.88 per diluted share, for the three and nine months ended September 30, 2026, respectively. Net income attributable to Herbalife increased $15.6 million, or 36.1%, and decreased $48.5 million…
The Primary Reporting Segment reported net sales of $1,294.6 million and $3,821.2 million for the three and nine months ended September 30, 2026, respectively, representing an increase of $92.2 million, or 7.7%, and $282.8 million, or 8.0%, respectively, as compared to the same periods in 2025. In l…
The Primary Reporting Segment reported contribution margin of $550.2 million, or 42.5% of net sales, and $1,637.4 million, or 42.9% of net sales for the three and nine months ended September 30, 2026, respectively, representing an increase of $39.6 million, or 7.8%, and $119.3 million, or 7.9%, resp…
The Latin America region reported net sales of $250.2 million and $737.2 million for the three and nine months ended September 30, 2026, respectively. Net sales increased $20.6 million, or 9.0%, and $90.7 million, or 14.0%, for the three and nine months ended September 30, 2026, respectively, as com…
Across several other markets, net sales increased and were greatest for Peru and Colombia for the three and nine months ended September 30, 2026, compared to the same periods in 2025. The majority of markets in the region instituted price increases to address market-specific conditions during the ni…
Text removed vs the prior filing · source: 10-Q · 2026-08-05
Net loss attributable to Herbalife was $26.3 million, or $0.25 per diluted share, and net income attributable to Herbalife was $35.6 million, or $0.33 per diluted share, for the three and six months ended June 30, 2026, respectively. Net income attributable to Herbalife decreased $75.6 million, or 1…
The Primary Reporting Segment reported net sales of $1,266.4 million and $2,526.6 million for the three and six months ended June 30, 2026, respectively, representing an increase of $87.3 million, or 7.4%, and $190.6 million, or 8.2%, respectively, as compared to the same periods in 2025. In local c…
The Primary Reporting Segment reported contribution margin of $543.3 million, or 42.9% of net sales, and $1,087.2 million, or 43.0% of net sales for the three and six months ended June 30, 2026, respectively, representing an increase of $35.6 million, or 7.0%, and $79.7 million, or 7.9%, respectivel…
The Latin America region reported net sales of $245.0 million and $487.0 million for the three and six months ended June 30, 2026, respectively. Net sales increased $34.8 million, or 16.6%, and $70.1 million, or 16.8%, for the three and six months ended June 30, 2026, respectively, as compared to th…
Across several other markets, net sales increased and were greatest for Peru and Colombia for the three and six months ended June 30, 2026, compared to the same periods in 2025. The majority of markets in the region instituted price increases to address market-specific conditions during the first ha…
Other information
Text added vs the prior filing · source: 10-Q · 2026-11-02
(a) On October 29, 2026, the Company’s Board of Directors appointed John DeSimone, formerly the Company’s Chief Financial Officer, to serve as Interim Chief Executive Officer effective November 1, 2026 following the departure of Stephan Gratziani. In connection with Mr. DeSimone’s appointment as Int…
Mr. DeSimone, 60, has served as the Company’s Chief Financial Officer since March 2024. From August 2023 to March 2024, Mr. DeSimone served as Special Advisor to the Chief Executive Officer. He previously served as the Company’s Chief Strategic Officer from February 2023 to August 2023, Executive Vi…
In connection with his appointment, the independent members of the Board of Directors approved the following compensation for Mr. DeSimone while he serves as Interim Chief Executive Officer: (i) an annual base salary of $1,100,000; (ii) a target annual bonus opportunity equal to 160% of base salary;…
Text removed vs the prior filing · source: 10-Q · 2026-08-05
On May 9, 2026, Jehangir “Bobby” Irani, the Chief Accounting Officer of the Company, entered into a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act. The plan provides for the sale, subject to certain minimum sale prices, of 34,494 shares of the Compa…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice