Analysis of Weight Watchers and Herbalife Situations

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Exploring Weight Watchers' strategies to manage high leverage through various methods like bond buybacks, new funding, license monetization, and subscriber growth, benefiting from a lack of imminent debt maturity. Comparison made to Herbalife's refi hurdles and regulatory concerns stemming from their MLM model.

The Ozempic effect is coming for more than just your wardrobe!

Last week, 9fin reported that a group of lenders to Weight Watchers parent WW International organized with law firm Gibson Dunn as the company loses subscribers to weight loss drugs.

On a somewhat related note, 9fin also reported that Herbalife is facing challenges of its own after a bad set of earnings. What use are health shakes when you can take a pill to slim down?

Listen as our US deputy distressed editor Rachel Butt and senior reporter William Hoffman talk about these stories, and how Oprah Winfrey is at the center of it all.