LifeVantage Corporation
LFVN
$6.60 -5.31%
Exchange: NASDAQ | Sector: Consumer Defensive | Industry: Packaged Foods
Q3 2025
Published: May 6, 2025

Earnings Highlights

  • Revenue of $58.44M up 21.1% year-over-year
  • EPS of $0.26 increased by 115.4% from previous year
  • Gross margin of 81.0%
  • Net income of 3.47M
  • ""Third quarter results were strong with revenues of $58.4 million, up 21% year‑over‑year."" - Steve Fife
LFVN
Company LFVN

Executive Summary

LifeVantage (LFVN) reported a solid QQ3 2025 performance driven by the MindBody GLP‑1 system, with revenue of $58.4 million, up 21% year over year. U.S. demand surged 31% while international markets continued to face currency headwinds and weaker activity, contributing to a 7.2% regional decline to $10.2 million in Asia Pacific and Europe. Despite near-term international volatility, the company delivered meaningful margin expansion (gross margin up 210 bps to 81%) and improved profitability, including Adjusted EBITDA of $6.4 million (11% of revenues). Management reaffirmed full-year guidance of revenue in the $228–235 million range and Adjusted EBITDA of $21–24 million, with Adjusted non-GAAP EPS of $0.72–$0.88. LifeVantage also emphasized the LV360 program and the MindBody international rollout as key growth catalysts, including the March 2025 launch into Japan and a planned broader rollout into remaining markets later in 2025. The balance sheet remains robust with $22.5 million of cash and no debt, plus access to a $5 million revolving line of credit, underpinning ongoing investments in growth and shareholder returns (dividends of $0. per share and ongoing buybacks). The QQ3 results underscore a company actively migrating toward higher‑quality, recurring revenue through subscriptions (MindBody now roughly 85% subscription‑based for MB entrants) and a diversified product portfolio, supported by a disciplined capital allocation stance. Investors should note currency sensitivity, execution risk in international markets, and regulatory/macro risks inherent to a direct‑sales nutraceutical model as ongoing considerations.

Key Performance Indicators

Revenue
Increasing
58.44M
QoQ: -13.76% | YoY: 21.13%
Gross Profit
Increasing
47.33M
80.98% margin
QoQ: -13.27% | YoY: 24.31%
Operating Income
Increasing
4.05M
QoQ: 18.23% | YoY: 109.57%
Net Income
Increasing
3.47M
QoQ: 36.08% | YoY: 109.16%
EPS
Increasing
0.28
QoQ: 33.33% | YoY: 115.38%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 58.44 0.26 +21.1% View
Q2 2025 67.76 0.19 +31.3% View
Q1 2025 47.21 0.14 -8.1% View
Q4 2024 48.93 0.32 -9.8% View
Q3 2024 48.25 0.13 -10.2% View