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5 Revealing Analyst Questions From Hain Celestial’s Q2 Earnings Call

By: StockStory

September 22, 2025 at 01:30 AM EDT

HAIN Cover Image

Hain Celestial’s second quarter results were met with a pronounced negative market reaction, driven by underperformance relative to Wall Street expectations. Management pointed to shortfalls across both North America and international segments, with velocity challenges and distribution losses in snacks, as well as softness in international categories like wet baby food and soup. Interim CEO Alison Lewis described the performance as “disappointing” and acknowledged that previous leadership’s focus on building structure had “inflated our cost structure and slowed down decision-making,” leading to reduced profitability. The company’s self-critical tone reflected urgent efforts to address these issues through immediate cost actions and a shift to a leaner regional operating model.

Is now the time to buy HAIN? Find out in our full research report (it’s free).

Hain Celestial (HAIN) Q2 CY2025 Highlights:

Revenue: $363.3 million vs analyst estimates of $371.9 million (13.2% year-on-year decline, 2.3% miss)
Adjusted EPS: -$0.02 vs analyst estimates of $0.03 (significant miss)
Adjusted EBITDA: $19.91 million vs analyst estimates of $27.72 million (5.5% margin, 28.2% miss)
Operating Margin: -0.1%, down from 7.4% in the same quarter last year
Organic Revenue fell 11% year on year vs analyst estimates of 7.3% declines (365.7 basis point miss)
Market Capitalization: $138.1 million

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Hain Celestial’s Q2 Earnings Call

Andrew Lazar (Barclays): Asked how Hain would balance cost cuts with the need for brand reinvestment given leverage constraints. CEO Alison Lewis emphasized tough decisions to focus investment on highest-return areas, while CFO Lee Boyce pointed to incremental savings from the new operating model and more disciplined pricing.
John Salera (Stephens): Questioned what differentiates the new turnaround plan from prior efforts like Hain Reimagined. Lewis cited more decisive actions, broader pricing, and a stronger innovation pipeline, as well as empowerment of local teams through a regional operating structure.
Matthew Smith (Stifel): Sought clarity on the strategic review and the expected impact of business exits and SKU rationalization. Lewis explained ongoing portfolio management, highlighting that recent exits like Yves reflect a shift to continuous simplification rather than episodic cuts.
John Baumgartner (Mizuho): Asked about the drivers behind snacks distribution losses and whether SKU reductions played a role. Lewis acknowledged underperformance in snacks, attributing it to lack of “news” and outlining efforts in product renovation and digital-first marketing to regain momentum.
Anthony Vendetti (Maxim Group): Inquired about regional model changes, personnel needs, and timing for restructuring and the CEO search. Lewis detailed a two-region model, focusing on leaner central functions and expanding leadership spans; most changes are set for implementation by November.

Catalysts in Upcoming Quarters

In the upcoming quarters, the StockStory team will watch (1) the pace at which Hain Celestial executes its cost reductions and restructuring, (2) early signs of regained traction in snacks and other key categories from innovation and marketing efforts, and (3) progress on portfolio simplification and divestiture of non-core assets. Sustained improvements in digital and e-commerce performance will also be important markers for tracking management’s turnaround execution.

Hain Celestial currently trades at $1.53, down from $2.16 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

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5 Revealing Analyst Questions From Hain Celestial’s Q2 Earnings Call

Hain Celestial (HAIN) Q2 CY2025 Highlights:

Our Top 5 Analyst Questions From Hain Celestial’s Q2 Earnings Call

Catalysts in Upcoming Quarters

The Best Stocks for High-Quality Investors

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