Shares of home goods and wellness products company Helen of Troy (HELE -10.31%) plunged 10.4% on Monday. The company, which has encountered severe headwinds in recent months -- including an earnings report that underwhelmed and uncertainty over tariffs -- abruptly announced after market close last Friday that its CEO was moving on.While some CEO departure announcements are greeted with an appreciation in a struggling stock on hopes of a turnaround, apparently, the market took Helen of Troy's announcement as ...

Core Insights - Helen of Troy Limited (HELE) experienced a 12% decline in share price after reporting disappointing fourth-quarter fiscal 2025 results, with both top and bottom lines decreasing year over year and earnings missing the Zacks Consensus Estimate [1] Financial Performance - Adjusted earnings per share were $2.33, missing the Zacks Consensus Estimate of $2.34, and down 4.9% from $2.45 in the previous year, attributed to lower adjusted operating income and higher interest expenses [4] - Net sales reached $485.9 million, exceeding the Zacks Consensus Estimate of $480 million, but down 0.7% from $489.2 million year-over-year, primarily due to a 4.9% decline in Organic business sales [4] - The consolidated gross profit margin contracted by 40 basis points to 48.6%, influenced by a less favorable product mix and customer mix, partially offset by lower inventory obsolescence and reduced commodity costs [5] - The adjusted operating income fell 9.9% to $75 million, with the adjusted operating margin decreasing by 160 basis points to 15.4% [7] Segment Performance - In the Home & Outdoor segment, net sales declined 1.6% to $219.8 million, mainly due to decreased sales in insulated beverageware amid competitive pressure and weaker consumer demand [8] - The Beauty & Wellness segment saw a slight increase in net sales by 0.1% to $266.1 million, driven by the acquisition of Olive & June, although Organic business sales dropped by 8% [10] Strategic Outlook - The company is not providing a fiscal 2026 outlook due to global tariff policy changes and associated uncertainties, but is focusing on diversifying production outside of China to reduce tariff-related costs to under 20% by the end of fiscal 2026 [2] - Efforts are being made to preserve margins, reduce debt, and strengthen cash flow to navigate the dynamic environment [3] Financial Position - As of the end of fiscal 2025, the company had cash and cash equivalents of $18.9 million and total debt of $916.9 million, with net cash provided by operating activities at $113.2 million and free cash flow at $83.1 million [12]

Helen of Troy Limited (NASDAQ:HELE) Q4 2025 Earnings Conference Call April 24, 2025 9:00 AM ET Company Participants Sabrina McKee - Senior Vice President of Investor Relations and Business Development Noel Geoffroy - Chief Executive Officer Brian Grass - Chief Financial Officer Conference Call Participants Robert Labick - CJS Securities Rupesh Parikh - Oppenheimer Susan Anderson - Canaccord Genuity Peter Grom - UBS Operator Greetings and welcome to the Helen of Troy Fourth Quarter Fiscal 2025 Earnings Confe ...

Helen of Troy (HELE) reported $485.89 million in revenue for the quarter ended February 2025, representing a year-over-year decline of 0.7%. EPS of $2.33 for the same period compares to $2.45 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $480.25 million, representing a surprise of +1.17%. The company delivered an EPS surprise of -0.43%, with the consensus EPS estimate being $2.34.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Q4 Fiscal 2025 Earnings Results 1 Forward-Looking Statements and Reconciliation of Non-GAAP Financial Measures We are a leading global consumer products company offering creative products and solutions for our customers through a diversified portfolio of well-recognized and widely trusted brands. We have built leading market positions through new product innovation, product quality and competitive pricing through our two business segments: Beauty & Wellness, and Home & Outdoor. Helen of Troy Limited trades ...

Core Viewpoint - Helen of Troy (HELE) reported quarterly earnings of $2.33 per share, slightly missing the Zacks Consensus Estimate of $2.34 per share, and down from $2.45 per share a year ago, indicating a -0.43% earnings surprise [1] Financial Performance - The company posted revenues of $485.89 million for the quarter ended February 2025, surpassing the Zacks Consensus Estimate by 1.17%, but down from $489.2 million year-over-year [2] - Over the last four quarters, Helen of Troy has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Helen of Troy shares have declined approximately 43% since the beginning of the year, compared to a decline of -8.6% for the S&P 500 [3] - The stock is currently rated Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $437.74 million, and for the current fiscal year, it is $7.63 on revenues of $1.96 billion [7] - The estimate revisions trend for Helen of Troy has been unfavorable ahead of the earnings release [6] Industry Context - The Cosmetics industry, to which Helen of Troy belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting potential challenges ahead [8] - European Wax Center, Inc. (EWCZ), another company in the same industry, is expected to report a significant year-over-year earnings decline of -61.5% in its upcoming report [9]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-14669 Table of Contents HELEN OF TROY LIMITED (Exact name of registrant as specified in its charter) (State or other jurisdiction (I.R.S. Employer of incorporation or organizatio ...

Exhibit 99.1 Helen of Troy Limited Reports Fourth Quarter Fiscal 2025 Results Consolidated Net Sales Decline of 0.7% GAAP Diluted EPS Growth of 24.0% to $2.22 Adjusted Diluted EPS Decline of 4.9% to $2.33 Cash Flow from Operations of $35.0 Million; Free Cash Flow of $27.1 Million (1)(2) El Paso, Texas, April 24, 2025 — Helen of Troy Limited (NASDAQ: HELE), designer, developer, and worldwide marketer of branded consumer home, outdoor, beauty, and wellness products, today reported results for the three-month ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Helen of Troy (HELE) . This company, which is in the Zacks Cosmetics industry, shows potential for another earnings beat.When looking at the last two reports, this personal and household products company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 7.17%, on average, in the ...

Helen of Troy Limited (HELE) is likely to register both top and bottom-line declines when it reports fourth-quarter fiscal 2025 earnings on April 24. The Zacks Consensus Estimate for quarterly revenues is pegged at $481.9 million, implying a 1.5% decrease from the prior-year quarter’s reported figure. The consensus mark for fiscal 2025 top line is pegged at $1.9 billion, which indicates a decline of 5.1% from the year-ago level.The Zacks Consensus Estimate for quarterly earnings has moved down by a penny in ...