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Sally Beauty Holdings, Inc.

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
$1.52B
P/E (TTM)
7.8
30.6
Dividend Yield
--
52W High
$17.40
52W Low
$7.54
52W Range
80%
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

Q4 2025 Data

Revenue

$947.08M+1.29%
4-Quarter Trend

EPS

$0.51+8.51%
4-Quarter Trend

FCF

$78.01M+6.40%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Operating Earnings Surge 15.9% Consolidated operating earnings reached $327.8M, increasing $45.1M, driven by margin expansion and cost control initiatives.
Net Earnings Jump 27.7% Net earnings totaled $195.9M; diluted EPS improved significantly to $1.89 from $1.43 in the prior fiscal year.
Gross Margin Expanded 70 BPS Consolidated gross margin improved 70 basis points to 51.6%, supported by Fuel for Growth efficiencies and lower costs.
Strong Cash Flow Generation Cash provided by operations was $274.8M, funding $119.0M debt reduction and ongoing share repurchase activities.

Risk Factors

Intense Retail Competition Risks Highly competitive industry consolidation pressures pricing ability, increasing supplier negotiating leverage and marketing resource demands.
Supplier Dependence Concerns Dependence on limited manufacturers for key products creates risk if supply contracts are terminated or terms change unexpectedly.
E-commerce Cannibalization Risk Successful e-commerce growth may dilute operating margins due to higher delivery expenses relative to in-store sales performance.
Lease Obligations Pressure Significant operating lease commitments require substantial cash flow, increasing vulnerability to economic downturns and occupancy costs.

Outlook

Enhance Digital Omni-channel Value Plan to leverage omni-channel model, enhancing digital marketplaces and expanding BOPIS/2-hour delivery options for customers.
Accelerate Sally Ignited Growth Expanding Sally Ignited initiative to 50 additional stores in fiscal year 2026, focusing on superior in-store customer experience.
Differentiate Product Assortment Continue expanding owned brand portfolio, adding new fragrance category in select Sally stores starting fiscal year 2026.
Update BSG Ecommerce Platform Substantial update planned for BSG app and ecommerce platform in fiscal year 2026 to boost conversion and customer retention.

Peer Comparison

Revenue (TTM)

Kohl's CorporationKSS
$15.75B
-6.1%
Arcos Dorados Holdings Inc.ARCO
$4.56B
+1.2%
Sally Beauty Holdings, Inc.SBH
$3.70B
-0.4%

Gross Margin (Latest Quarter)

Revolve Group, Inc.RVLV
54.6%
+3.5pp
Sally Beauty Holdings, Inc.SBH
52.2%
+0.9pp
Carter's, Inc.CRI
45.1%
-1.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
RVLV$2.17B39.012.0%4.7%
RERE$2.10B34.47.6%0.0%
KSS$2.09B10.75.0%48.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.3%
Moderate Growth
4Q Net Income CAGR
-6.5%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 12, 2026
|
EPS:$0.47
|
Revenue:$939.63M
Reports
All Years

  • Form 10-K - FY 2025

    Period End: Sep 30, 2025|Filed: Nov 13, 2025|
    Revenue: $3.70B-0.4%
    |
    EPS: $1.95+31.8%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $933.31M-1.0%
    |
    EPS: $0.46+24.3%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Mar 31, 2025|Filed: May 12, 2025|
    Revenue: $883.15M-2.8%
    |
    EPS: $0.39+39.3%
    Meet

  • Form 10-Q - Q1 2025

    Period End: Dec 31, 2024|Filed: Feb 13, 2025|
    Revenue: $937.90M+0.7%
    |
    EPS: $0.60+66.7%
    Beat

  • Form 10-K - FY 2024

    Period End: Sep 30, 2024|Filed: Nov 14, 2024|
    Revenue: $3.72B-0.3%
    |
    EPS: $1.48-14.0%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $942.34M+1.2%
    |
    EPS: $0.37-21.3%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $908.36M-1.1%
    |
    EPS: $0.28-26.3%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Dec 31, 2023|Filed: Feb 1, 2024|
    Revenue: $931.30M-2.7%
    |
    EPS: $0.36-23.4%
    Meet