Lifevantage Corp. (LFVN)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$6.25+2.29%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
Broken: Primary pillar broken — Revenue near $43.7M in Q3 2026: rev -23.1% vs $43.7M.
Lifevantage aims to stabilize revenue near $43.7M in Q3 2026. The company targets adjusted EBITDA between $15M and $19M in fiscal 2026. CEO transition is underway with stable management. The stock trades cheap with a P/E of 10 versus peers at 13.
Revenue is declining sharply and missed recent earnings targets. The MLM market is weak and negative perception persists. Key executives have left, and earnings estimates are falling.
The price is about 10% below our fair value near $7. Analysts expect about 9% revenue decline. The market prices in a continued weak outlook consistent with recent misses.
Breaks if: adjusted EBITDA falls below $15M in FY26
Breaks if: Leadership instability or failed CEO transition
MLM market worsens significantly
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 turnaround story in the Consumer Staples sector. The current thesis state is mixed, as the company is working to strengthen its brand while facing recent declines in revenue and income.
The market currently prices LFVN as cheap compared to its peers, with a low expectations gap. However, the valuation reflects concerns about execution quality and recent earnings misses.
Fundamentals are likely to remain neutral in the near term, given the mixed delivery on management's priorities and a high risk of missing future earnings expectations. The company has shown some stability in capital allocation through its share repurchase program.
The long-term thesis hinges on management's ability to strengthen the LifeVantage brand and maintain earnings guidance. Additionally, external factors like inflation trends and performance of sector bellwethers will be crucial for momentum.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The latest earnings miss is a key driver. Revenue fell 23.1% compared to last year. This challenges the goal to meet lower revenue guidance.
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.
Breaks if: revenue falls below $43.7M in 2026-Q3
Management aims for fiscal 2026 revenue to be close to the lower end of the previously issued guidance range.
In the next 1 to 3 years, LFVN's performance will depend on effective execution of management's strategies and broader market conditions. Not investment advice.