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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
3001 Colorado Boulevard, Denton, TX, 76210, United States
940-898-7500
www.sallybeautyholdings.com
Market Cap
$1.53B
P/E (TTM)
8.4
34.2
Dividend Yield
--
52W High
$17.92
52W Low
$7.54
52W Range
77%
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)

KSS stock ticker logoKSS
$15.75B
-6.1%
ARCO stock ticker logoARCO
$4.56B
+1.2%
SBH stock ticker logoSBH
$3.71B
-0.5%

Gross Margin (Latest Quarter)

RVLV stock ticker logoRVLV
53.3%
+3.5pp
SBH stock ticker logoSBH
51.2%
+0.9pp
CRI stock ticker logoCRI
43.2%
-1.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
RERE$1.94B31.77.5%4.3%
ARCO$1.79B7.341.8%57.8%
RVLV$1.73B28.012.8%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