UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED: DECEMBER 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-33145 SALLY BEAUTY HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Ident ...

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U.S. stocks traded mostly higher midway through trading, with the Nasdaq Composite gaining over 1% on Monday.The Dow traded down 0.07% to 50,078.58 while the NASDAQ climbed 1.15% to 23,295.01. The S&P 500 also rose, gaining, 0.62% to 6,975.52.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsInformation technology shares gained by 1.1% on Monday.In trading on Monday, consumer discretionary stocks fell by 0.8%.Top HeadlineSally Beauty Holdings In ...

Financial Performance - Sally Beauty Holdings, Inc. reported earnings per share (EPS) of $0.4907, exceeding the estimated $0.47, indicating a strong start to fiscal 2026 [1][6] - The revenue for the first quarter was approximately $947.08 million, surpassing the estimated $940.15 million, showcasing solid performance [1][6] Valuation Metrics - The company's price-to-earnings (P/E) ratio is 8.13, suggesting a relatively low valuation compared to its earnings, which may indicate potential growth opportunities for investors [2][6] - The price-to-sales ratio of 0.43 implies that investors are paying $0.43 for every dollar of sales, which is considered attractive [2] Financial Ratios - The enterprise value to sales ratio of 0.81 reflects the company's total valuation in relation to its sales, helping investors understand market valuation [3] - The enterprise value to operating cash flow ratio of 10.92 shows how SBH's cash flow compares to its overall valuation, providing insight into financial health [3] - The earnings yield of 12.30% indicates a solid return on investment for shareholders [4] - The debt-to-equity ratio of 1.97 highlights the company's use of debt in its capital structure, a common practice for financing growth [4] - The current ratio of 2.26 suggests a strong ability to cover short-term liabilities with short-term assets, indicating a healthy liquidity position [5]

Sally Beauty (SBH) reported $943.17 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.6%. EPS of $0.48 for the same period compares to $0.43 a year ago.The reported revenue represents a surprise of -0.08% over the Zacks Consensus Estimate of $943.9 million. With the consensus EPS estimate being $0.47, the EPS surprise was +3.23%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...

Sally Beauty tops first quarter estimates, reaffirms full-year sales outlook Proactive uses images sourced from Shutterstock Sally Beauty Holdings (NYSE:SBH) reported fiscal first quarter results that modestly topped Wall Street expectations, with shares rising about 4.5% in early trading on Monday following the release. The beauty products retailer posted revenue of $943.2 million for the quarter ended December 31, 2025, up 0.6% year over year and slightly above analyst estimates of $940.5 million. Adj ...

Financial Data and Key Metrics Changes - The company reported total sales of $943 million for Q1 fiscal 2026, reflecting a 0.6% increase year-over-year, with comparable sales flat compared to the previous year [4][19] - Adjusted diluted earnings per share increased by 12% to $0.48, exceeding guidance [4][21] - Gross margins improved to 51.3%, up 50 basis points year-over-year, primarily due to higher product margins [20][21] - Cash flow from operations was strong at $93 million, with free cash flow at $57 million [5][23] Business Line Data and Key Metrics Changes - In the Sally segment, net sales increased by 1.2% to $532 million, with comparable sales essentially flat [21][22] - The core color category in the Sally segment grew by 8%, while care declined by 6% [22] - The BSG segment saw net sales decrease by 0.2%, with comparable sales also flat [22][23] - E-commerce sales for Sally grew by 20% to $50 million, representing 9% of segment net sales [22] Market Data and Key Metrics Changes - The Sally U.S. and Canada business delivered positive comparable sales growth of 1.3% for the quarter [5] - Global e-commerce sales increased by 11% to $111 million, accounting for 12% of total net sales [20] - The company exited most lower-margin full-service operations in Europe, which is expected to result in a modest sales headwind of approximately $10 million for the full year [6] Company Strategy and Development Direction - The company is focused on four key growth drivers: understanding and activating the customer, unlocking digital value, differentiating with product assortment and innovation, and accelerating new growth pathways [9][14] - The "Save While You Skip the Salon" campaign is aimed at customer acquisition and retention, particularly among millennials and Gen Z [9][10] - The company is expanding its fragrance category, with plans to have fragrance in 2,000 stores by the end of the second quarter [7][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the customer base despite macroeconomic challenges, noting a rebound in performance following government shutdowns [5][30] - The company anticipates a strong Q2, with guidance for consolidated net sales between $895 million and $905 million, reflecting a favorable comparison to the previous year's weaker quarter [25][44] - Management remains cautious but optimistic about the second half of fiscal 2026, expecting continued momentum from new initiatives and customer engagement strategies [58] Other Important Information - The company is on track to capture approximately $45 million in benefits from its Fuel for Growth program in fiscal 2026, contributing to cumulative savings of $120 million by year-end [18][21] - The company ended the quarter with $157 million in cash and cash equivalents, with no outstanding borrowings [23] Q&A Session Summary Question: Comparison of BSG and Sally customers and trends - Management noted that BSG customers are more value-focused, with a cautious approach to spending on add-on services, while Sally customers showed resilience and positive growth in color sales [29][30] Question: Promotional environment and expectations - Management indicated that promotional levels were slightly up year-over-year, but gross margins remained strong, and they do not expect a highly promotional period in Q2 [38][39] Question: Customer demographics for fragrance - Initially, fragrance customers are primarily existing customers, with plans to expand marketing efforts as the product line grows [40] Question: Q2 outlook context - Management highlighted that Q2 is expected to benefit from easier comparisons to last year's weak quarter, with positive momentum in both segments [42][44] Question: Category growth expectations - Management remains optimistic about color category growth, while care has been softer; new categories like skin and spa are seen as significant opportunities [52]

Financial Data and Key Metrics Changes - The company reported total sales of $943 million for Q1 fiscal 2026, reflecting a 0.6% increase year-over-year, with comparable sales flat compared to the previous year [4][19] - Adjusted diluted earnings per share increased by 12% to $0.48, exceeding guidance [4][21] - Gross margins improved to 51%, with adjusted gross margin expanding by 50 basis points [4][20] Business Line Data and Key Metrics Changes - In the Sally segment, net sales increased by 1.2% to $532 million, with comparable sales essentially flat, up 10 basis points [21][22] - The core color category in the Sally segment grew by 8%, while care declined by 6% [22] - The BSG segment's net sales totaled $412 million, with comparable sales also flat, down 20 basis points [23] Market Data and Key Metrics Changes - Global e-commerce sales increased by 11% to $111 million, representing 12% of total net sales [20] - Sally's e-commerce sales grew by 20% to $50 million, while BSG's e-commerce sales increased by 4% to $60 million [22][23] Company Strategy and Development Direction - The company is focused on four key growth drivers: understanding and activating the customer, unlocking digital value, differentiating with product assortment and innovation, and accelerating new growth pathways [9][12][18] - The "Save While You Skip the Salon" campaign is aimed at customer acquisition and retention, particularly among millennials and Gen Z [9][10] - The company is expanding into the fragrance category, with plans to increase presence in 2,000 stores [14][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the customer base despite macroeconomic challenges, noting a rebound in performance following government shutdowns [5][29] - The company anticipates a strong Q2, with guidance for consolidated net sales between $895 million and $905 million, and comparable sales expected to increase by 0.5% to 1.5% [25][26] - Management remains cautious about macroeconomic factors but is optimistic about the potential for growth in new categories and initiatives [58] Other Important Information - The company generated strong cash flow from operations of $93 million and repaid $20 million of debt, while also returning $21 million to shareholders through share repurchases [5][24] - The company is on track to capture approximately $45 million in benefits from its Fuel for Growth program, contributing to gross margin and profitability [18][21] Q&A Session Summary Question: Comparison of BSG and Sally customers - Management noted that BSG customers are more value-focused, while Sally customers showed resilience and growth in color category sales [29][30] Question: Promotional environment and expectations - Management indicated that promotional levels were slightly up year-over-year, but gross margins remained strong, and they do not expect a highly promotional period in Q2 [38][39] Question: Trends in category growth and salon consumer behavior - Management stated that color categories are performing well, while care categories face challenges, and noted a pullback in add-on services due to macro disruptions [52][54] Question: Comp guidance and potential for improvement - Management expressed optimism for the second half of the year, citing new categories and initiatives as potential growth drivers [57][58] Question: Insights on Ignited stores - Management reported positive trends in Ignited stores, with increased customer engagement and spending compared to the rest of the fleet [48][49]

Sally Beauty Holdings (NYSE:SBH) Q1 2026 Earnings call February 09, 2026 08:30 AM ET Speaker3Good morning, everyone, and welcome to the Sally Beauty Holdings conference call to discuss the company's first quarter fiscal 2026 results. All participants have been placed in a listen-only mode. After management's prepared remarks, there will be a question-and-answer session. Additional instructions will be given at that time. Now I would like to turn the call over to Jeff Harkins, Vice President of Investor Rela ...