Start here if you're new
what it is
Hain sells packaged health-food brands like snacks, tea, baby food, soups, and plant-based drinks in over 70 countries.
how it gets paid
Last year Hain Celestial made $1.6B in revenue. North America snacks was the main engine at $0.35B, or 22% of sales.
why growth slowed
Revenue fell 10.2% last year. Gross margin at 19.0% mattered most because it shows how little room Hain has to cover overhead after making and shipping the food.
what just happened
The quarter's message was simple: Hain posted -$1.51 EPS on revenue near ~$400M (quarter-scale vs ~$1.6B for the year), and the loss swamped the top line.
At a glance
C balance sheet — red flag territory — real financial stress
25/100 earnings predictability — expect surprises
3.5% return on capital — nothing to write home about
-$2.80 fy2025 eps est
$2B fy2026 rev est
xvary composite: 25/100 — weak
What they do
Hain sells packaged health-food brands like snacks, tea, baby food, soups, and plant-based drinks in over 70 countries.
The moat is shelf space, not magic. Hain has spent more than 30 years building brands sold in over 70 countries, which helps it keep a spot in crowded grocery aisles. Brand distribution (getting your products onto shelves) → stores already know the labels → so what: that gives Hain a chance to survive even after revenue fell 10.2%.
How they make money
$1.6B
annual revenue · their business grew -10.2% last year
North America snacks
$0.35B
Baby and kids foods
$0.32B
Tea and beverages
$0.30B
Soups and meal prep
$0.28B
Yogurt and dairy alternatives
$0.19B
Other better-for-you foods
$0.16B
The products that matter
baby food and formula
Earth's Best
$240M–$400M at risk
This brand matters because ongoing litigation could put $240M–$400M of annual revenue at risk. On a company with roughly $1.6B in annual revenue and a $60M market cap, that is not a side issue. It is one of the thesis.
litigation watch
tea products
Celestial Seasonings
30%+ margin goal
Management says the remaining North America portfolio should deliver gross margins above 30%. Companywide gross margin on the page was 19.0% in the latest quarter. That is a 10-point-plus credibility gap that this category is supposed to help close.
margin test
divested snack portfolio
North America Snacks
22% of sales sold for $115M
This business was sold for $115M and represented 22% of total company sales. The catch: Hain is smaller now, so the remaining portfolio has to be better, not just easier to describe on a slide.
strategic reset
Key numbers
-29.6%
operating margin
Operating margin → profit after running the business → so what: Hain is not just growing slower, it is losing almost 30 cents for each dollar of sales.
$1.6B
annual revenue
Revenue → total sales → so what: this is still a real food company, but sales fell 10.2%, which is the wrong direction for a turnaround.
$62M
long-term debt
Long-term debt → money owed over years → so what: debt is about the same size as the company's roughly $60M market value.
-$2.80
fy2025 EPS est.
EPS estimate → expected profit per share → so what: Hain earned $0.33 in fiscal 2024 and is now expected to lose $2.80, which says the slide got much worse fast.
Financial health
C
strength
- balance sheet grade C — very weak — significant financial distress
- risk rank 5 — safer than 5% of stocks
- price stability 15 / 100
- long-term debt $62M (51% of capital)
C — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for HAIN right now.
source: institutional data · return history unavailable
What just happened
missed estimates
The quarter's message was simple: Hain posted -$1.51 EPS on revenue near ~$400M (one quarter vs ~$1.6B for the full year), and the loss swamped the top line.
Full-year revenue was ~$1.6B, down ~10% vs. prior year, while gross margin was only 19.0% and the business still lost money. Quiet part out loud: higher quarterly prints do not help much when the cost structure is broken.
~$400M
revenue (q)
-$1.51
eps (q)
19.0%
gross margin (q)
the number that mattered
Gross margin at 19.0% mattered most because it shows how little room Hain has to cover overhead after making and shipping the food.
source: company earnings report, 2026
Get this snapshot in your inbox
This page, delivered free — plus weekly updates when the numbers change. plain english, no spam.
weekly updates
earnings alerts
plain english
no spam
What could go wrong
Hain does not have one clean risk. It has several that stack on top of each other: Earth's Best litigation, a margin story moving backward, and a smaller portfolio that still is not growing. On a $60M market cap, you do not need all of them to go wrong for the stock to feel the damage.
high
Earth's Best litigation
Ongoing lawsuits over heavy metals in baby food target a core product line. A federal judge struck some plaintiff expert testimony, which helps at the margin, but the stated revenue exposure still sits at $240M–$400M annually.
If the case worsens, the revenue hit lands on a company already worth only about $60M in the market.
high
Margin repair stays on the slide deck
Adjusted gross margin fell to 19.5%, down 340 basis points from a year ago. Management is talking about 30%+ gross margins for the remaining North America portfolio. That gap is not subtle.
If gross margin stays below 20% for another couple of quarters, the post-sale strategy starts looking cosmetic rather than economic.
med
Sales keep shrinking after the reset
Organic net sales fell 7% in Q2 2026, North America revenue fell 13%, and companywide revenue declined 10.2% last year. The company is smaller now. It is not healthier yet.
If volume keeps slipping, lower overhead from the sale does not fix the core problem. It just reveals it faster.
med
The balance sheet stops being a side note
Long-term debt is $62M, or 51% of capital. That would be easier to carry in a stable branded food business. Here, the same debt sits next to a C balance sheet grade, a 5 risk rank, and a company still losing money.
Debt is not the whole problem. It becomes a bigger problem if weak margins and weak sales persist together.
What would change our mind: two straight quarters of clear margin improvement and a slowdown in the 7% organic sales decline. What would make us more negative: another quarter below 20% gross margin or adverse Earth's Best litigation news. That's the kill-criteria test, and this story needs one.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
Q3 2026 earnings report
Expected on or around May 6, 2026. You want the first cleaner read on the post-snacks business. Margin improvement matters more than any headline EPS beat.
legal
Earth's Best case developments
Any change in the baby food litigation matters because the stated revenue exposure is $240M–$400M. On this market cap, legal updates are business updates.
margin
gross margin versus the 30%+ claim
19.5% is the current reality. Management's case for the slimmed-down portfolio points above 30%. That spread is the whole story in one line.
sales
North America volume trend
North America is 69% of revenue and fell 13%. If that number stays deeply negative, you are still looking at a theory, not a turnaround.
Analyst rankings
earnings predictability
25 / 100
This sits near the bottom of the range. in human-speak, analysts do not expect clean or consistent quarterly execution here.
risk rank
5
Risk rank 5 means safer than only 5% of stocks in the data set. You are getting volatility first and evidence second.
source: institutional data
Institutional activity
institutional ownership data for HAIN is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
Want the deeper analysis?
The full deep dive: dcf model, scenario analysis, competitive moat breakdown, and quarterly tracking — everything on this page, taken further.
see plans from $5/moThe deep dive