Hain Celestial shares fell 3.1% after earnings, signaling investor concern despite improving North American results. The transcript points to lingering weakness in International sales, which declined 4% in the quarter, and uncertainty around the planned sale, which still depends on a credit-agreement amendment.
- North America returned to 2% organic sales growth in Q4; full-year organic sales were effectively flat.
- North American gross margin expanded by nearly 1,200 basis points, and adjusted EBITDA rose 55% year over year.
- International organic sales fell 4% in Q4, though the decline moderated by roughly 400 basis points from Q3 trends.
- Hain agreed to sell its International business for $323 million in cash, with proceeds intended to reduce debt; closing is expected in fiscal Q2 and is conditional on a credit-agreement amendment.
- Net debt fell by $151 million in fiscal 2026, while free cash flow was $58 million.
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