Monitor Irwin's online growth trajectory and supply chain improvements, as these could offset legacy brand weakness. The company's success depends on executing its five-point plan to improve margins and diversify beyond Amazon dependence.
Price Chart
Executive Summary
FitLife Brands reported Q4 2025 results showing 73% revenue growth to $25.9 million driven by the Irwin Naturals acquisition, but legacy brands declined 12%. Adjusted gross margin fell to 37% due to Irwin's lower margins. The company is investing in supply chain improvements and off-Amazon marketing to address revenue headwinds from macro weakness and Amazon algorithm changes.
Key Facts
- Q4 2025 revenue was $25.9 million, up 73% YoY, driven by Irwin acquisition
- Legacy FitLife revenue declined 12% YoY with wholesale down 14% and online down 10%
- Adjusted gross margin was 37%, down from 41.4% in Q4 2024
- Irwin's normalized revenue was flat YoY but showed 6% organic growth in Q4
- Company is experiencing weakness in Q1 2026 similar to Q4 2025
- Five priorities identified: supply chain improvements, new product development, off-Amazon marketing, cross-selling, and SG&A efficiency
Financial Impact
Revenue increased $11.1 million YoY to $25.9 million, but adjusted gross margin decreased 440 basis points to 37.0%
Risk Factors
- Continued weakness in legacy brands and Amazon channels
- Execution risk in supply chain improvements and new product launches
- Macro headwinds affecting consumer discretionary spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-011607 |
| Document: ftlf20260407_8k.htm | 0001437749-26-011607 |
| Document: 0001437749-26-011607-index-headers.html | 0001437749-26-011607 |
| Document: 0001437749-26-011607-index.html | 0001437749-26-011607 |
| Document: 0001437749-26-011607.txt | 0001437749-26-011607 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 10w ago | 8-K | $11.19 | awaiting T+60 | — | $8.32 (−25.65%) |
Aug 13, 2026 10w ago | Press Release | $11.19 | awaiting T+60 | — | $8.32 (−25.65%) |
Jun 26, 2026 17w ago | DEFA14A | $11.08 $9.28 | ▼ −16.25% | ▼ −20.73% | $8.32 (−24.91%) |
May 14, 2026 23w ago | 8-K | $10.24 $9.96 | ▲ +2.73% | ▲ +6.32% | $8.32 (+18.75%) |
May 14, 2026 23w ago | Press Release | $10.24 $9.96 | ▼ −2.73% | ▼ −6.32% | $8.32 (−18.75%) |
May 5, 2026 24w ago | Press Release | $9.43 $9.89 | ▲ +4.88% | ▲ +2.14% | $8.32 (−11.77%) |
Apr 10, 2026 28w ago | Insider Cluster | $9.62 $11.08 | ▲ +15.18% | ▲ +4.85% | $8.32 (−13.51%) |
Apr 7, 2026 28w ago | 8-K | $9.93 $11.50 | ▲ +15.81% | ▲ +5.35% | $8.32 (−16.21%) |
Apr 1, 2026 29w ago | 8-K | $12.10 $11.06 | ▲ +8.60% | ▲ +21.97% | $8.32 (+31.24%) |
Apr 1, 2026 29w ago | Press Release | $12.10 $11.06 | ▼ −8.60% | ▼ −21.97% | $8.32 (−31.24%) |
US Market Status
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