Herbalife Ltd（HLF）資訊與事件HLFHerbalife Ltd

Major Averages Decline as September Rate Hike Probability Rises to 60%

The major averages finished lower for the day, though still advanced on a monthly basis in August. The pullback to start the week followed renewed fighting between the U.S. and Iran, which has pushed oil sharply higher and raised concerns about another inflationary shock.Markets are now pricing roughly a 60% probability of a September rate hike, up from about 41% a week ago. Fed Chair Kevin Warsh's hawkish Jackson Hole comments, combined with renewed energy-price pressures, have pushed investors to reconsider expectations for monetary easing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PG&E, Edison Internationaland Sempra Energywere trading lower after the California Legislatureto address the state's wildfire risk reduction and recovery frameworkAon plcUSI from KKRfor $17BOpenAI plans toproviding AI models to SpaceX'sCursorEli Lillywillfor $2.88B in cashSLBKelvion from Apollo Globalfor a total consideration of $4.1B2. WALL STREET CALLS:Deereraised to Outperform as Bairdfour agriculture names on 2027 recoveryPG&Eat Wells Fargo, Mizuho and BMO on lack of California wildfire reformBraveheart Biowaswith a Buy or equivalent rating at no less than five firmsAbercrombie & Fitchto Buy at Argus on evidence of improved salesGuggenheimTenax Therapeuticson clinical, regulatory uncertainty3. AROUND THE WEB:Apple'sPhil Schiller is stepping down from his position leading the tech giant's App Store and product events, Bloomberg reportsSoftBank-backedSB Energy issued warrants worth an estimated $5.5B to OpenAI in order to secure it as a data-center tenant for a 20-year lease ahead of its initial public offering, WSJ saysGlencorehas taken a provision of $480M on its exposure to Radiant World, which covers Glencore's entire outstanding net exposure to Radiant, Bloomberg reportsGeneral Motorsworkers in Canada approved an agreement to invest over $720M in Canadian plants, Reuters reportsMetaremoves advertisements from Facebook and Instagram after India flagged a pattern of ads using sexually explicit content to lure users into downloading malware that could steal banking information and drain accounts, Reuters says4. MOVERS:CrowdStrikewas higher afterwith Cognizant, expanding its Project QuiltWorks, and announcing the availability of its Falcon platform on Google CloudTeslagained after, "SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years"XP Inc.increased in New York after Itau BBAthe stock to OutperformHerbalifewas lower after announcing Gratziani willAmazon (AMZN) fell after the FTC and 22 U.S. statesover an alleged secret ad surcharge scheme5. EARNINGS/GUIDANCE:SAICand raised its outlook for FY27GameStopreportedNextech3D.AI, with revenue higher year-over-yearPulsenmore, with CEO Dr. Elazar Sonnenchein commenting on "a transformative period"BioLineRx, with revenue lower year-over-yearINDEXES:The Dow fell 374.09, or 0.70%, to 53,185.90, the Nasdaq lost 31.53, or 0.12%, to 26,370.89, and the S&P 500 declined 25.62, or 0.33%, to 7,686.14.

Major Averages Broadly Lower as Oil Prices Rise

The major averages were broadly lower near noon as higher oil prices added to inflation risks and consolidated concerns of an incoming rate hike by the Federal Reserve. The pullback follows renewed fighting between the U.S. and Iran, which has pushed oil sharply higher and raised concerns about another inflationary shock.Markets are now pricing roughly a 60% probability of a September rate hike, up from about 41% a week ago. Fed Chair Kevin Warsh's hawkish Jackson Hole comments, combined with renewed energy-price pressures, have pushed investors to reconsider expectations for monetary easing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PG&E, Edison Internationaland Sempra Energywere trading lower after the California Legislature amended Senate Bill 492 to address the state's wildfire risk reduction and recovery frameworkAon plcUSI from KKRfor $17BOpenAI plans toproviding AI models to SpaceX'sCursorEli Lillywillfor $2.88B in cashSLBKelvion from Apollo Globalfor a total consideration of $4.1B2. WALL STREET CALLS:Deereto Outperform as Baird upgraded four agriculture names on 2027 recoveryPG&Eat Wells Fargo, Mizuho and BMO on lack of California wildfire reformBraveheart Biowaswith a Buy or equivalent rating at no less than five firmsAbercrombie & Fitchto Buy at Argus on evidence of improved salesGuggenheimTenax Therapeuticson clinical, regulatory uncertainty3. AROUND THE WEB:SoftBank-backedSB Energy issued warrants worth an estimated $5.5B to OpenAI in order to secure it as a data-center tenant for a 20-year lease ahead of its initial public offering, WSJ saysGlencorehas taken a provision of $480M on its exposure to Radiant World, which covers Glencore's entire outstanding net exposure to Radiant, Bloomberg reportsGeneral Motorsworkers in Canada approved an agreement to invest over $720M in Canadian plants, Reuters reportsMetaremoves advertisements from Facebook and Instagram after India flagged a pattern of ads using sexually explicit content to lure users into downloading malware that could steal banking information and drain accounts, Reuters saysChangXin Memory Technologies, or CXMT, is suing the Pentagon to overturn its designation as a Chinese military company, WSJ reports4. MOVERS:CrowdStrikehigher after announcing awith Cognizant (CTSH, expanding its Project QuiltWorks, and announcing the availability of its Falcon platform on Google CloudTeslagains after, "SpaceX and Teslaare each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years"XP Inc.increases in New York after Itau BBAthe stock to OutperformHerbalifelower after announcingfrom role as CEOPinterestfalls after announcing theJulia Brau Donnelly5. EARNINGS/GUIDANCE:SAICand raised its outlook for FY27GameStopNextech3D.AI, with revenue higher year-over-yearPulsenmore, with CEO Dr. Elazar Sonnenchein commenting on "a transformative period"BioLineRx, with revenue lower year-over-yearINDEXES:Near midday, the Dow was down 305.95, or 0.57%, to 53,254.04, the Nasdaq was down 89.50, or 0.34%, to 26,312.92, and the S&P 500 was down 33.45, or 0.43%, to 7,678.31.

Herbalife Reaffirms Q3 and 2026 Financial Guidance

Herbalife reaffirmed the Q3 and 2026 financial guidance it provided on August 5. The company continues to expect year-over-year net sales growth for both Q3 and 2026, on a reported and constant currency basis, and reaffirms its adjusted EBITDA1 guidance for both periods. "Our outlook for the remainder of the year remains firmly on track, and we are reaffirming the third quarter and full-year guidance we provided last month," said John DeSimone, Chief Financial Officer. "Our outlook is consistent with the expectations we shared, and we remain confident in our ability to deliver a fifth consecutive quarter of year-over-year net sales growth and continued momentum across the remainder of 2026." Herbalife sees Q3 net sales up 0.5% to 4.5% year-over-year and 2026 net sales up 2.5%-5.5% year-over-year.