FitLife Brands, Inc. (FTLF)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
Broken: Recent financial performance freshly dropped to the bottom half of its industry.
FitLife Brands grew revenue from $16.1 million in 2025-Q2 to $25.3 million in 2026-Q1. Operating income rose from $2.5 million to $3.1 million in the same period. Management aims to keep growing revenue and improving profit. Analysts expect about 17% revenue growth next year.
Online sales face challenges, showing competitive pressure. Earnings missed twice in 2025, raising concerns about consistency. Profit growth could slow if competition worsens or costs rise.
The stock price is about 22% below our valuation level, reflecting cautious sentiment. The market expects roughly 17% revenue growth, which aligns with current analyst forecasts. Our view sees potential but acknowledges risks from competition and execution.
Breaks if: online sales decline or market share loss worsens materially
Breaks if: operating income falls below $3.1 million in any quarter
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity in the Consumer Staples sector. The current thesis state is weakened, as recent financial performance has dropped in comparison to industry peers.
The market has priced in a low expectations gap, suggesting that investors are not overly optimistic about FTLF's near-term performance. Valuation is considered cheap compared to peers, but the recent drop in performance has raised concerns.
Fundamentals show mixed signals. Revenue growth is on track, but adjusted EBITDA is still below management's target. The near-term risk of missing guidance is present, although the probability is relatively low.
The thesis hinges on several factors, including management's ability to meet guidance, the performance of sector bellwethers, and the potential for inflation to reaccelerate. If guidance is cut, it could lead to a significant negative reaction.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. Recent financial performance dropped from the robust half to the weak half of its sector. This change indicates a decline in the reasons to own the company. However, the latest earnings beat and plans for new product launches provide some support.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Focus on growing revenue and improving operating income through brand performance and operational improvements.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $15.9 million in 2025-Q1 to $26.5 million in 2026-Q2, a 65% increase year-over-year in the latest quarter. Net income increased from $1.7 million in 2025-Q2 to $2.0 million in 2026-Q2 (+12%). Operating income was $3.1 million in 2026-Q1. The trajectory shows delivering growth and improving operating income.
“Total revenue increased 65% to $26.5 million; net income increased 12% to $2.0 million.”
“Total revenue increased 59% to $25.3 million; operating income was $3.1 million.”
“Total revenue was $25.9 million, an increase of 73%; net income was $1.6 million.”
Breaks if: YoY revenue growth falls below 17% in FY26
Focus on growing revenue and improving operating income through brand performance and operational improvements.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $15.9 million in 2025-Q1 to $26.5 million in 2026-Q2, a 65% increase year-over-year in the latest quarter. Net income increased from $1.7 million in 2025-Q2 to $2.0 million in 2026-Q2 (+12%). Operating income was $3.1 million in 2026-Q1. The trajectory shows delivering growth and improving operating income.
“Total revenue increased 65% to $26.5 million; net income increased 12% to $2.0 million.”
“Total revenue increased 59% to $25.3 million; operating income was $3.1 million.”
“Total revenue was $25.9 million, an increase of 73%; net income was $1.6 million.”
In the next 1 to 3 years, FTLF's performance will depend on management execution and external economic factors. Not investment advice.