olivLaw · US equity research
The Hain Celestial Group, Inc. HAIN
Food and Kindred Products · SIC 2000 · Vertical: Food and Kindred Products (SIC 2000)
Hain Celestial is a global health and wellness food and beverage company, with brands in teas, yogurt, baby and kids foods and ready meals. Net sales fell to 1.35 billion USD in fiscal 2026, and the company is selling its International business and negotiating an extension of its credit maturity, which will shape its direction in the coming period.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, The Hain Celestial Group, Inc. (HAIN) stock was 0.15 USD (+7.29% on the day), with market capitalisation 13.7 m USD, beta 0.97, 52-week range 0.12–1.42 USD. Latest reported quarter (Q4 2026): revenue of 263.1 m USD (−27.6% YoY), net income of -61.9 m USD, diluted EPS -0.68 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 26.9
- oversold (≤ 30)
- Bollinger (20, 2)
- -0.09 – 0.63
- in the lower half of the band · %B 0.33 · band width 264.3%
- SMA 50 / 200
- 0.48 / 0.69
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.11 / -0.11
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −70.5% | −1.1% | −69.5 pp | — |
| 3 months | −73.2% | −0.5% | −72.7 pp | — |
| 6 months | −80.0% | +4.4% | −84.4 pp | — |
| Year to date | −86.0% | +12.3% | −98.3 pp | — |
| 1 year | −86.5% | +13.5% | −100.0 pp | −44.5% |
| 3 years | −98.7% | +76.4% | −175.1 pp | −65.9% |
| 5 years | −99.7% | +63.7% | −163.3 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q4 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 394.6 m | 411.5 m | 390.4 m | 363.3 m | 367.9 m | 384.1 m | 338.4 m | 263.1 m |
| Cost of revenue | 313.0 m | 318.0 m | 305.7 m | 289.0 m | 299.8 m | 309.7 m | 268.0 m | 203.9 m |
| Gross profit | 81.6 m | 93.5 m | 84.7 m | 74.3 m | 68.1 m | 74.4 m | 70.4 m | 59.2 m |
| SG&A | 71.3 m | 70.2 m | 62.9 m | 67.4 m | 65.5 m | 60.9 m | 59.1 m | 62.5 m |
| Operating income | 3.1 m | -91.9 m | -121.1 m | -251.7 m | -6.9 m | -98.8 m | -42.1 m | -55.7 m |
| Depreciation & amortisation | 11.4 m | 11.0 m | 10.5 m | 11.4 m | 15.4 m | 11.1 m | 12.5 m | 13.5 m |
| Pre-tax income | -16.0 m | -100.7 m | -134.1 m | -263.0 m | -21.7 m | -113.5 m | -105.6 m | -66.0 m |
| Income tax | 3.5 m | 2.7 m | -505.0 k | 9.6 m | -1.3 m | 2.4 m | 759.0 k | -4.1 m |
| Net income | -19.7 m | -104.0 m | -134.6 m | -272.6 m | -20.6 m | -116.0 m | -106.3 m | -61.9 m |
| Diluted EPS | -0.22 | -1.15 | -1.49 | -3.02 ≈ | -0.23 | -1.28 | -1.17 | -0.68 ≈ |
| Operating cash flow | -10.8 m | 30.9 m ≈ | 4.6 m ≈ | -2.6 m | -8.5 m | 37.0 m ≈ | 38.3 m ≈ | 11.4 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.1 bn | 2.1 bn | 2.0 bn | 1.9 bn | 1.8 bn | 1.7 bn | 1.6 bn | 1.4 bn |
| Revenue YoY | −14.4% | −2.4% | −4.1% | −4.0% | −5.0% | −3.4% | −10.2% | −13.2% |
| Net income | -183.3 m | -80.4 m | 77.4 m | 77.9 m | -116.5 m | -75.0 m | -530.8 m | -304.9 m |
| Net income YoY | −1,991.0% | unavailable | unavailable | +0.7% | −249.7% | unavailable | unavailable | unavailable |
| Diluted EPS | -1.76 | -0.77 | 0.76 | 0.83 | -1.30 | -0.84 | -5.89 | -3.36 |
| Diluted EPS YoY | −2,055.6% | unavailable | unavailable | +9.2% | −256.6% | unavailable | unavailable | unavailable |
| net % | -8.7% | -3.9% | 3.9% | 4.1% | -6.5% | -4.3% | -34.0% | -22.5% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 30 Jun 2026
- Cash
- 58.1 m USD
- Financial debt
- 1.1 bn USD
- Net debt
- 1.1 bn USD
- Equity
- 154.8 m USD
- Total assets
- 1.1 bn USD
- Debt / equity
- 7.21x
- Current ratio
- 0.50x
- ROE
- -96.8%
- ROA
- -22.6%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 2.0 bn | 1.9 bn | 1.8 bn | 1.7 bn | 1.6 bn | 1.4 bn | SEC (XBRL)· 14 Sept 2026verified |
| Cost of revenue | 1.5 bn | 1.5 bn | 1.4 bn | 1.4 bn | 1.2 bn | 1.1 bn | SEC (XBRL)· 14 Sept 2026verified |
| Gross profit | 491.6 m | 427.4 m | 396.4 m | 380.8 m | 334.1 m | 272.1 m | SEC (XBRL)· 14 Sept 2026verified |
| Research & development | 10.4 m | 9.4 m | 6.4 m | 5.4 m | 5.2 m | 6.2 m | SEC (XBRL)· 14 Sept 2026verified |
| SG&A | 301.8 m | 300.5 m | 289.2 m | 290.1 m | 271.8 m | 248.0 m | SEC (XBRL)· 14 Sept 2026verified |
| Operating income | 107.4 m | 104.7 m | -85.6 m | -18.9 m | -461.6 m | -203.5 m | SEC (XBRL)· 14 Sept 2026verified |
| Depreciation & amortisation | 49.6 m | 46.8 m | 50.8 m | 44.7 m | 44.3 m | 52.6 m | SEC (XBRL)· 14 Sept 2026verified |
| EBITDA | 156.9 m ≈ | 151.5 m ≈ | -34.8 m ≈ | 25.7 m ≈ | -417.3 m ≈ | -150.9 m ≈ | SEC (XBRL)· 14 Sept 2026derived |
| Pre-tax income | 108.8 m | 103.5 m | -129.6 m | -80.3 m | -513.7 m | -306.8 m | SEC (XBRL)· 14 Sept 2026verified |
| Income tax | 41.1 m | 22.7 m | -14.2 m | -7.8 m | 15.3 m | -2.2 m | SEC (XBRL)· 14 Sept 2026verified |
| Net income | 77.4 m | 77.9 m | -116.5 m | -75.0 m | -530.8 m | -304.9 m | SEC (XBRL)· 14 Sept 2026verified |
| Diluted EPS | 0.76 | 0.83 | -1.30 | -0.84 | -5.89 | -3.36 | SEC (XBRL)· 14 Sept 2026verified |
| Weighted average diluted shares | 101.3 m | 93.3 m | 89.4 m | 89.8 m | 90.1 m | 90.7 m | SEC (XBRL)· 14 Sept 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 75.9 m | 65.5 m | 53.4 m | 54.3 m | 54.4 m | 58.1 m | SEC (XBRL)· 14 Sept 2026verified |
| Receivables | 174.1 m | 170.7 m | 160.9 m | 179.2 m | 154.4 m | 121.0 m | SEC (XBRL)· 14 Sept 2026verified |
| Inventories | 285.4 m | 308.0 m | 310.3 m | 274.1 m | 248.7 m | 149.3 m | SEC (XBRL)· 14 Sept 2026verified |
| Current assets | 577.1 m | 600.1 m | 591.0 m | 557.1 m | 530.3 m | 416.3 m | SEC (XBRL)· 14 Sept 2026verified |
| Goodwill | 871.1 m | 933.8 m | 938.6 m | 929.3 m | 501.0 m | 246.1 m | SEC (XBRL)· 14 Sept 2026verified |
| Intangibles (excl. goodwill) | 314.9 m | 477.5 m | 298.1 m | 244.8 m | 210.9 m | 173.5 m | SEC (XBRL)· 14 Sept 2026verified |
| Total assets | 2.2 bn | 2.5 bn | 2.3 bn | 2.1 bn | 1.6 bn | 1.1 bn | SEC (XBRL)· 14 Sept 2026verified |
| Accounts payable | 171.9 m | 174.8 m | 134.8 m | 188.2 m | 188.3 m | 125.5 m | SEC (XBRL)· 14 Sept 2026verified |
| Short-term debt | 530.0 k | 7.7 m | 7.6 m | 7.6 m | 7.7 m | 557.6 m | SEC (XBRL)· 14 Sept 2026verified |
| Long-term debt | 230.5 m | 880.9 m | 821.2 m | 745.8 m | 706.7 m | 558.3 m | SEC (XBRL)· 14 Sept 2026verified |
| Current liabilities | 290.4 m | 269.3 m | 230.9 m | 281.5 m | 277.4 m | 830.8 m | SEC (XBRL)· 14 Sept 2026verified |
| Total liabilities | 683.0 m | 1.4 bn | 1.2 bn | 1.2 bn | 1.1 bn | 935.6 m | SEC (XBRL)· 14 Sept 2026verified |
| Equity | 1.5 bn † | 1.1 bn † | 1.0 bn † | 942.9 m † | 475.0 m † | 154.8 m † | SEC (XBRL)· 14 Sept 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 196.8 m | 80.2 m | 66.8 m | 116.4 m | 22.1 m | 78.3 m | SEC (XBRL)· 14 Sept 2026verified |
| Investing cash flow | -2.4 m | -288.3 m | -19.6 m | -23.9 m | 3.6 m | 82.0 m | SEC (XBRL)· 14 Sept 2026verified |
| Financing cash flow | -162.4 m | 212.8 m | -63.1 m | -89.7 m | -43.9 m | -151.1 m | SEC (XBRL)· 14 Sept 2026verified |
| Share repurchases | 106.1 m | 410.5 m | 0 | 0 | — | — | SEC (XBRL)· 27 Aug 2024verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 4 of at least 6
- score weight coverage: 29.2% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 13.7 m USD
Key indicators
Coverage and freshness
Score by group
29% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · the base of the ratio is not positive
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 4 of at least 6; score weight coverage: 29.2% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | -14.6% | 33 (vs peers) | 36% |
| Net margin · Quality | -22.5% | 26 (vs peers) | 21% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -9.0% | 0 (on a fixed band) | 29% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.5x | 0 (on a fixed band) | 14% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial0/100 · 1/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality31/100 · 2/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
THE HAIN CELESTIAL GROUP, INC. (HAIN). Latest full fiscal year: 2026; data up to 2026-06-30.
Figures computed from the financial statements: revenue 1.4 bn USD in 2026; YoY growth -13.2%; net margin -22.5%; ROE -96.8%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 4 of at least 6; score weight coverage: 29.2% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- Net margin: -22.5%
- Revenue CAGR 3Y: -9.0%
- Current ratio: 0.5x
Not assessed (insufficient data or a ratio without meaning): FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Food and Kindred Products (SIC 2000) · same industry (4-digit SIC) · compared with 20 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | 85.3 bn | 21.2 | 15.5% | 10.2% | +5.8% | +17% / −5% |
| CAGConagra Brands, Inc. | 7.3 bn | — | -24.9% | -17.0% | −2.9% | −14% / −46% |
| CPBThe Campbell’s Company | 6.9 bn | 17.8 | 10.4% | 4.1% | −5.0% | −24% / −42% |
| OTLYOatly Group AB | 5.1 bn | — | -247.9% | -17.7% | +4.7% | −34% / −55% |
| BYNDBeyond Meat, Inc. | 3.7 bn | — | — | 111.7% | −15.6% | −76% / −97% |
| STKHSteakholder Foods Ltd. | 2.3 bn | — | -266.3% | -112,470.0% | unavailable | −95% / −100% |
| FLOFlowers Foods Inc | 1.5 bn | 27.3 | 4.0% | 1.1% | unavailable | −34% / −66% |
| BRBRBellRing Brands, Inc. | 1.2 bn | 7.2 | — | 7.3% | +16.1% | −67% / −81% |
| SMPLThe Simply Good Foods Company | 1.2 bn | — | -9.6% | -11.5% | −6.5% | −32% / −66% |
| VITLVital Farms, Inc. | 450.8 m | — | -7.4% | -3.0% | +25.3% | −68% / −21% |
| UCFICN Healthy Food Tech Group Corp. | 287.8 m | 36.7 | 39.2% | 24.6% | +144.6% | −46% / unavailable |
| BGSB&G Foods, Inc. | 208.9 m | — | -15.8% | -4.0% | unavailable | −44% / −72% |
| CHSNChanson International Holding | 131.0 m | 112.0 | 0.5% | 1.0% | +0.2% | −99% / −100% |
| SOWGSow Good Inc. | 44.4 m | — | -346.4% | — | unavailable | −75% / −98% |
| MLECMoolec Science SA | 32.7 m | — | -86.4% | -130.0% | +521.5% | −86% / −100% |
| LSFLaird Superfood, Inc. | 26.9 m | — | -22.9% | -3.4% | +15.2% | −12% / +129% |
| BOFBranchOut Food Inc. | 25.9 m | — | -202.6% | -56.8% | +113.3% | −45% / +8% |
| BRLSBorealis Foods Inc. | 24.7 m | — | — | -56.5% | +8.2% | −38% / −90% |
| HAINThe Hain Celestial Group, Inc. | 13.7 m | — | -96.8% | -22.5% | −13.2% | −86% / −99% |
| NOMDNomad Foods Limited | — | — | 5.3% | 4.5% | −2.2% | +2% / −22% |
| DDCDDC Enterprise Limited | — | — | -124.4% | -123.3% | +4.6% | −96% / −100% |
1- and 3-year price returns: for HAIN from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 14 Sept 2026; since then the company filed 10-K/A (23 Oct 2026).
In brief
Hain Celestial is a global health and wellness food and beverage company, with brands in teas, yogurt, baby and kids foods and ready meals. Net sales fell to 1.35 billion USD in fiscal 2026 1, and the company is selling its International business and negotiating an extension of its credit maturity, which will shape its direction in the coming period 12.
SWOT
Strengths
- A portfolio of well-known brands in health and wellness categories, with strong positions in teas and yogurt in North America 12.
- Better operating cash flow and lower debt after the sale of the North American Snacks business 12.
- Extensive international presence, with sales in more than 70 countries, giving a diversified geographic base 1.
Weaknesses
Opportunities
Threats
- The credit maturity in December 2026 and refinancing conditions could seriously affect liquidity if no agreement is reached 1.
- Inflation, tariffs and geopolitical tensions can raise ingredient and transport costs 1.
- Strong competition from private label brands and large food companies could reduce market share and margins 1.
Risks
- Credit maturity and refinancinghigh
The credit agreement matures in December 2026, and management indicated it does not currently expect to be able to repay the principal in full at maturity if it cannot extend or refinance the debt 1. Failure to meet these obligations could have severe consequences for shareholders 1.
- Completion of the International business salehigh
The transaction depends on regulatory approvals in several countries and on an amendment to the credit agreement by 12 October 2026, and the purchaser could terminate if these conditions are not met 1. If the sale does not complete, the company's simplification plan could be delayed 12.
- Asset impairmentmedium
In fiscal 2026 the company recorded significant goodwill and intangible asset impairments, which shows that the value of some brands and units could be reassessed further 1. Such impairments are non-cash but reduce equity 1.
- Cost and margin pressuremedium
Inflation in ingredients, energy and transport weighed on the International segment, and pressures could persist if geopolitical tensions continue 12.
- Dependence on a major customermedium
One customer accounted for about 13% of net sales in fiscal 2026, and a loss or reduction of its orders could significantly affect revenue 1.
Investment thesis
What would need to be true (bull case)
- If the International sale completes and debt falls, the company could become a more focused North American business with strong brands in attractive categories 2.
- Operating cash flow rose sharply in fiscal 2026, and in the fourth quarter organic net sales in North America returned to slight growth 2.
- The restructuring program and tighter cost control could support margins over the medium term, especially if input cost pressure eases 12.
What would break the thesis
- Refinancing of the credit facility is not assured, and failure could have severe consequences for shareholders, including restructuring or insolvency 1.
- Sales declined and the net loss remained significant, which suggests a return to profitability could take longer than expected 12.
- Competition from private label brands and large food companies could limit price increases and weigh on margins over the long term 1.
What to watch
- Completion of the International business sale and regulatory approvalsQ2 2027
- Outcome of the credit agreement amendment and new maturity dateOctober 2026
- Organic net sales trend in North America and gross marginQ1 2027
- Progress of the restructuring program and announced savings2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 14 Sept 2026; since then the company filed 10-K/A (23 Oct 2026).
The business
Hain Celestial, founded in 1993 and headquartered in Hoboken, New Jersey, makes and sells better-for-you foods and beverages, including Celestial Seasonings teas, The Greek Gods yogurt and the Earth's Best and Ella's Kitchen brands for children 1. The company reports two geographic segments, North America and International, and sales outside the U.S. were about 53% of consolidated net sales in fiscal 2026 1. The portfolio was simplified by the sale of the North American Snacks business, completed in February 2026 1.
Production is split between company facilities and co-packers: in fiscal 2026 about 53% of revenue came from products made in the company's own plants and about 47% from products made by contract manufacturers 1. Key customers are supermarket chains, specialty distributors and e-commerce channels, and Walmart accounted for about 13% of net sales in fiscal 2026 1.
Structurally, the company is in transition: in September 2026 it agreed to sell its International business to a group affiliated with AURELIUS, which includes Ella's Kitchen, Joya and Natumi 12. If the sale closes, management has said the company would become a more focused North American business 2.
Segments
International
The International segment covers the United Kingdom, Ireland, Western Europe and parts of the Middle East and Africa, with Ella's Kitchen, New Covent Garden soups and the plant-based Joya and Natumi brands 1. Organic net sales fell 4% in fiscal 2026 and adjusted EBITDA declined 26% from the prior year, driven by cost inflation and lower volume 2.
Market context
Hain operates in packaged foods, where it competes with large consumer goods companies and with smaller natural and organic brands for limited retailer shelf space 1. Demand for better-for-you products depends on income and consumer trends, and in periods of high inflation price pressure from competitors can become stronger 1. The company's market share is not measured directly in the sources reviewed.
The macroeconomic backdrop remains volatile, with inflation, changing interest rates, trade tariffs and geopolitical tensions that have raised energy and transport costs 1. The company has said it has not suffered a material disruption to operations, but prolonged pressure could affect costs and demand 1.
Trends
- Demand for healthier food and changing dietsmixed
Consumer preferences change quickly, including as a result of weight loss drugs, and demand for better-for-you products could fall if disposable incomes decline 1. The company says it is diversifying its offering, though developing new products carries risks 1.
- Growth of e-commercemixed
Consumption is shifting toward e-commerce, where margins are sometimes lower and fulfilment more complex, but where new competitors with lower entry barriers also appear 1. For the company this channel is both an opportunity and a pressure on profitability 1.
- Input cost pressureheadwind
Inflation, volatile prices for agricultural ingredients and weather effects on harvests can raise production costs, and ingredient prices can be hard to control 1. The company tries to offset them through price increases and efficiency, though the net effect remains uncertain 12.
- Efficiency and cost reductiontailwind
The multi-year restructuring program begun in 2024 aims at productivity savings and lower overhead, and North America gross margin improved in fiscal 2026 2. If these measures hold, they could support profitability in the following years 12.
Competitive position
The company competes with large food companies that have far greater resources and can quickly launch new products, reformulations or aggressive promotions 1. It also competes with smaller natural and organic brands, which can be more innovative, and with retailers' private label products, which occupy the same shelf space 1.
Competitive dynamics are intensified because large retail chains promote their own brands and competitors' promotional activity can pressure Hain's margins 1. The company says that if it cannot maintain its position it might have to increase marketing spending to protect market share 1.
- Large packaged consumer goods companies
Described generically in the filing as large food companies with greater resources; not named in the text.
- Natural and organic food brands
Smaller brands that can innovate quickly and serve niche markets the company also targets.
- Retailer private label brands
Products sold by retail chains under their own brand, generally at lower prices.
- E-commerce companies and new business models
New entrants that simplify distribution and lower barriers to entry.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
- Wellness Company Hain Celestial Said to Eye Potential BankruptcyBloomberg Markets · 15 Oct 2026 · EN
- The Hain Celestial (HAIN) Signs $323M Sale. Can Lenders Clear the Path?Yahoo Finance — News · 17 Sept 2026 · EN
- The Hain Celestial Group, Inc. Q1 2027 Earnings Call SummaryYahoo Finance — News · 14 Sept 2026 · EN
- Hain Celestial Reports FY2026 Results as North America Margins ImproveYahoo Finance — News · 14 Sept 2026 · EN
- Hain Celestial sells “international” assets to private-equity investorYahoo Finance — News · 14 Sept 2026 · EN
- The Hain Celestial Group Q4 Earnings Call HighlightsYahoo Finance — News · 14 Sept 2026 · EN
- Sleepytime Tea owner Hain Celestial to sell international business for $323MYahoo Finance — News · 14 Sept 2026 · EN
The latest news item in our archive is from 15 Oct 2026; the newest SEC filing is from 23 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Annual report (amendment)23 Oct 2026
- Current report15 Oct 2026Departure or appointment of officers · Other events
- Current report28 Sept 2026Delisting notice · Departure or appointment of officers
- Annual report14 Sept 2026
- Current report14 Sept 2026Material agreement · Results of operations · Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report11 May 2026
- Current report11 May 2026Results of operations · Financial statements and exhibits
- Current report17 Apr 2026Departure or appointment of officers · Financial statements and exhibits
- Current report27 Mar 2026Delisting notice
- Current report04 Mar 2026Acquisition or disposition of assets · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-06-30 · SEC / The Hain Celestial Group, Inc. · 14 Sept 2026
- [2] Form 8-K, results release (exhibit 99.1) · SEC / The Hain Celestial Group, Inc. · 14 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.