Herbalife Nutrition: This Week’s Earnings 2-Minute Drill
We moved to a Hold rating on Herbalife Ltd (HLF US) from a Buy earlier this year after sharp multiple expansion on the stock in conjunction with...
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Sector Analysis: Direct Selling: Stocks Are Sharply Outperforming Broader Averages This Year
Investment Summary Our proprietary Lane Research Direct Selling index outpaced the S&P 500 by a factor of 4x through the first 3 quarters of...
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Direct Selling Sector Analysis: Currency Exchange Moves to Headwind in 3Q
After 4 quarters of largely favorable currency comparisons for the Direct Selling companies we follow, Avon Products (AVP US), Herbalife Ltd (HLF...
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UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium
Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a...
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Herbalife China: RMB Appreciation Tailwind for All MNCs; Fundamental Slowdown Irreversible
China is about ~20% of HLF global sales. We have been stunned by the incredible disconnect between the stock’s incredible overperformance (~50%...
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