Q2 2026 FitLife Brands Inc Earnings Call Transcript
Key Points
- Total revenue increased 65% year-over-year to $26.5 million, driven by the Irwin acquisition.
- Online revenue grew 14% year-over-year, with Irwin's Amazon sales scaling to nearly $1 million monthly by June 2026.
- Adjusted EBITDA rose 10% year-over-year to $3.7 million, and diluted EPS increased sequentially for three consecutive quarters.
- Legacy FitLife revenue stabilized sequentially, with gross margin improving for the third straight quarter.
- Debt reduction efforts saved approximately $0.6 million in annual interest expense, with further reductions planned.
- Legacy FitLife revenue declined 23% year-over-year, with wholesale down 31% and online down 19%.
- Gross margin fell to 37.0% from 42.8% year-over-year, primarily due to Irwin's lower margins.
- Irwin's new product pipeline remains weak, with most upcoming launches in declining categories like weight loss and men's health.
- GNC sales continue to decline, exacerbated by broader specialty retail challenges and store closures.
- Out-of-stock issues persist, though lost revenue from them decreased by over 50% sequentially.
Good day, and welcome to the FitLife Brands second-quarter 2026 earnings call.
(Operator Instructions)
It is now my pleasure to turn the floor over to your host, Dayton Judd, CEO of FitLife Brands. Sir, please go ahead.
Good afternoon. I'd like to welcome everyone to FitLife's second-quarter 2026 earnings call. We appreciate you taking the time to join us this afternoon.
Joining me on the call is FitLife's President, Ryan Hansen; and FitLife's CFO, Jakob York. For the second-quarter of 2026, total revenue was $26.5 million, an increase of 65% compared to the same quarter last year, with the increase driven primarily by the acquisition of Irwin, partially offset by lower revenue for Legacy FitLife. Wholesale revenue was $14.6 million or 55% of revenue, an increase of 156% compared to the second-quarter of 2025. Online revenue was $11.9 million or 45% of total revenue, an increase of 14% compared to the second-quarter of 2025.
Gross margin was
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