Sally Beauty Holdings, Inc.
NYSE•SBH
CEO: Ms. Denise A. Paulonis
Sector: Consumer Cyclical
Industry: Specialty Retail
Listing Date: 2006-11-17
Sally Beauty Holdings, Inc. operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals. This segment also provides products under Wella and L'Oreal brands. The Beauty Systems Group segment offers professional beauty products, such as hair color and care products, skin and nail care products, styling tools, and other beauty items directly to salons and salon professionals through its professional-only stores, e-commerce platforms, and sales force, as well as through franchised stores under the Armstrong McCall store name. This segment also sells products under Paul Mitchell and Wella brands. It operates stores and franchised units in the United States, Puerto Rico, Canada, Mexico, Chile, Peru, the United Kingdom, Ireland, Belgium, France, the Netherlands, Spain, and Germany. The company distributes its products through full-service/exclusive distributors and open-line distributors. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Denton, Texas.
Contact Information
Market Cap
$1.53B
P/E (TTM)
8.4
34.2
Dividend Yield
--
52W High
$17.92
52W Low
$7.54
52W Range
Rank46Top 59.5%
3.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q1 2026 Data
Revenue
$943.17M+0.00%
4-Quarter Trend
EPS
$0.47+0.00%
4-Quarter Trend
FCF
$57.46M+0.00%
4-Quarter Trend
2026 Q1 Earnings Highlights
Key Highlights
Modest Sales Growth Consolidated net sales increased 0.6% to $943.2M, aided by $8.5M positive FX impact; comparable sales were flat for the period.
Strong Operating Cash Flow Cash provided by operations surged to $93.2M, a $59.8M increase versus prior period, significantly boosting liquidity position.
Gross Margin Expansion Gross profit grew 1.3% to $483.3M; gross margin expanded 40 basis points to 51.2% due to benefits from Fuel for Growth initiative.
Share Repurchase Activity Repurchased 1.4M shares for $20.7M during the quarter; $446.6M authorization remains available through September 2029 extension.
Risk Factors
Net Earnings Decline Net earnings fell 25.3% to $45.6M for the quarter; diluted EPS decreased to $0.45 compared to $0.58 previously reported.
Operating Earnings Pressure Consolidated operating earnings dropped 24.3% to $75.9M, reflecting margin compression despite gross margin gains achieved.
BSG Comparable Sales Weakness BSG segment comparable sales declined 0.2%, driven by fewer average units per transaction and external consumer spending factors.
Unallocated Expense Spike Unallocated SG&A expenses rose 86.1% to $55.9M, primarily due to comparison against the prior year's headquarters sale gain.
Outlook
Liquidity Forecast Positive Anticipate existing cash, operational cash generation, and ABL facility availability sufficient for funding working capital needs next twelve months.
Debt Reduction Activity Voluntarily repaid $19.0M of Term Loan B principal during the quarter, reducing outstanding debt principal balance.
No Material Risk Changes No material changes noted in market risks or risk factors since September 30, 2025 filing; compliance with debt covenants maintained.
Evaluating New Standards Currently evaluating the impact of ASU 2023-09 regarding income tax disclosures and ASU 2024-03 expense disaggregation updates.
Peer Comparison
Revenue (TTM)
$15.75B
$4.56B
$3.71B
Gross Margin (Latest Quarter)
53.3%
51.2%
43.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| RERE | $1.94B | 31.7 | 7.5% | 4.3% |
| ARCO | $1.79B | 7.3 | 41.8% | 57.8% |
| RVLV | $1.73B | 28.0 | 12.8% | 4.2% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.2%
Moderate Growth
4Q Net Income CAGR
5.1%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Apr 30, 2026
EPS:$0.41
|Revenue:$900.43M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data