Earnings summaries and quarterly performance for HELEN OF TROY.
Executive leadership at HELEN OF TROY.
Board of directors at HELEN OF TROY.
Research analysts who have asked questions during HELEN OF TROY earnings calls.
PG
Peter Grom
UBS Group
6 questions for HELE
Also covers: BRBR, CELH, CHD +25 more
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
6 questions for HELE
Also covers: ACI, BJ, CHD +16 more
Susan Anderson
Canaccord Genuity Group
6 questions for HELE
Also covers: BODI, CDXC, COTY +13 more
OT
Olivia Tong Cheang
Raymond James Financial, Inc.
5 questions for HELE
Also covers: BBWI, CHD, CL +13 more
BL
Bob Labick
CJS Securities
3 questions for HELE
Also covers: ACVA, BCPC, BV +10 more
RL
Robert Labick
CJS Securities
2 questions for HELE
Also covers: BCPC, KN
LB
Linda Bolton-Weiser
D.A. Davidson & Co.
1 question for HELE
Also covers: CLX, ELF, FLWS +14 more
Recent press releases and 8-K filings for HELE.
Helen of Troy Prioritizes Debt Reduction, Revenue Growth, and International Expansion
HELE
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Helen of Troy's highest priority is to pay down debt, targeting a leverage ratio of two times, utilizing strategies such as tightening working capital, monetizing less productive assets, and consolidating distribution centers.
- The company is shifting its focus towards revenue growth over cost containment, which is expected to pressure margins in the short term but is viewed as a more sustainable long-term strategy.
- Management plans to invest more in "green brands" like Osprey, Olive & June, OXO, and Vicks to accelerate their growth, while also renovating brands such as Drybar.
- Helen of Troy aims to reduce its China net exposure to 15%-20% by the end of next year (FY27), down from the current 25%-30% by the end of this year (FY26).
- International sales currently represent 20-25% (or 25-30%) of the business, with a long-term goal to increase this to 50%, focusing on opportunities in EMEA and APAC Asia.
6 days ago
Helen of Troy Outlines Strategic Priorities for FY2026 and Beyond
HELE
Guidance Update
New Projects/Investments
Demand Weakening
- Helen of Troy is prioritizing debt reduction to a target leverage ratio of two times, aiming to achieve this through working capital improvements, asset monetization, and consolidating distribution centers.
- The company is shifting its strategic focus towards revenue growth and improved operating leverage, expecting short-term margin pressure but believing this is a more sustainable long-term strategy.
- Management reports healthy channel inventory overall, despite some rebalancing efforts, and anticipates a slower cold/cough season with no Q4 FY26 benefit, but potential upside in FY27.
- Helen of Troy is actively reducing its supply chain exposure to China, targeting 15%-20% by the end of FY27 from 25%-30% by the end of FY26, and is managing tariff impacts and price realization issues while preserving investments in people, innovation, and brand.
- The company aims to significantly grow its international business from the current 20-30% of sales to 50%, identifying EMEA and APAC Asia as key regions for expansion.
6 days ago
Helen of Troy Reports Q3 FY26 Results and Updates FY26 Outlook
HELE
Earnings
Guidance Update
Demand Weakening
- Helen of Troy reported net sales of $512.8 million and adjusted diluted EPS of $1.71 for Q3 FY26, representing declines of 3.4% and 35.9% respectively, compared to Q3 FY25.
- The Q3 FY26 results were significantly impacted by $17.3 million in tariff-related revenue disruptions, contributing to a 10.8% organic net sales decrease and a 200 basis point reduction in gross margin. The tariff-related impact on adjusted diluted EPS was -$0.45.
- For the full year FY26, the company updated its outlook, projecting consolidated net sales between $1.758 billion and $1.773 billion and adjusted diluted EPS between $3.25 and $3.75.
- Helen of Troy is implementing tariff mitigation actions, including supplier diversification, aiming to reduce the net remaining impact on operating income to less than $30 million in FY26 and less than $10 million in FY27.
Jan 8, 2026, 2:00 PM
Helen of Troy Reports Q3 Fiscal 2026 Results and Updates Full-Year Outlook
HELE
Earnings
Guidance Update
New Projects/Investments
- Helen of Troy delivered Q3 fiscal 2026 results in line with its outlook , with adjusted EPS of $1.71 and consolidated gross profit margin decreasing 200 basis points to 46.9%.
- Net sales outperformed expectations , though Home and Outdoor, Beauty and Wellness, and International segments experienced declines of 6.7%, 0.5%, and 8.1% respectively.
- The company tightened its full-year fiscal 2026 net sales outlook to $1.758 billion-$1.773 billion and lowered adjusted EPS expectations to a range of $3.25-$3.75.
- Management is shifting its strategic focus to revenue improvement and growth through investments in innovation and brand building , acknowledging this may lead to more short-term pressure on the bottom line.
Jan 8, 2026, 2:00 PM
Helen of Troy Reports Q3 2026 Results, Updates Full-Year Outlook, and Shifts Focus to Revenue Growth
HELE
Earnings
Guidance Update
Demand Weakening
- Helen of Troy reported Q3 2026 net sales and adjusted EPS in line with expectations, with consolidated net sales decreasing 3.4% and adjusted EPS at $1.71.
- The company lowered its full-year adjusted EPS outlook to a range of $3.25-$3.75 and tightened its net sales range to $1.758 billion-$1.773 billion for fiscal year 2026.
- Management is shifting its strategic focus from cost reduction to revenue improvement and growth, planning to invest in brands, innovation, and talent, which is expected to put more pressure on the bottom line in Q4.
- Key challenges include a challenging external environment, selective consumer spending, and tariff-related revenue disruption, which had a $31.3 million impact on gross profit year-to-date.
- Despite declines in some segments, brands like Osprey, OXO, and Olive & June demonstrated growth, with Olive & June contributing nearly $38 million in sales.
Jan 8, 2026, 2:00 PM
Helen of Troy Reports Q3 2026 Results and Updates Full-Year Outlook
HELE
Earnings
Guidance Update
Demand Weakening
- Helen of Troy reported Q3 2026 net sales and adjusted EPS results in line with expectations, with consolidated net sales decreasing 3.4% and organic net sales declining 10.8%.
- The company updated its full-year fiscal 2026 outlook, tightening net sales to $1.758 billion-$1.773 billion and lowering adjusted EPS expectations to a range of $3.25-$3.75.
- Tariffs significantly impacted gross profit by $31.3 million year-to-date, with an expected full-year impact of $50 million-$55 million on gross profit and less than $30 million on operating income.
- Management is shifting its focus to revenue improvement and growth through investments in innovation and brand building, while also aiming to improve operational and balance sheet efficiency, including tightening inventory to pay down debt.
- Despite overall challenges, Olive & June continued to outperform, delivering nearly $38 million in sales, and brands like Osprey and OXO also showed growth.
Jan 8, 2026, 2:00 PM
Helen of Troy Limited Reports Q3 Fiscal 2026 Results and Updates Full-Year Outlook
HELE
Earnings
Guidance Update
Demand Weakening
- Helen of Troy Limited reported consolidated net sales of $512.8 million for the third quarter of fiscal 2026, a 3.4% decline compared to the prior year.
- The company posted a GAAP diluted loss per share of $(3.65), which included $3.11 in after-tax non-cash asset impairment charges, while adjusted diluted EPS was $1.71.
- The sales decline was primarily due to a 10.8% decrease from organic business, partially offset by a $37.7 million contribution from the Olive & June acquisition.
- Helen of Troy updated its Fiscal 2026 outlook, projecting consolidated net sales between $1.758 billion and $1.773 billion, a GAAP diluted loss per share between $(36.07) and $(35.57), and adjusted diluted EPS between $3.25 and $3.75.
Jan 8, 2026, 11:55 AM
Helen of Troy Reports Q3 Fiscal 2026 Results and Updates Full-Year Outlook
HELE
Earnings
Guidance Update
Demand Weakening
- Helen of Troy Limited reported a 3.4% decline in consolidated net sales to $512.8 million for the third quarter of fiscal 2026, resulting in a GAAP diluted loss per share of $3.65 and adjusted diluted EPS of $1.71. The quarter included $65.9 million in pre-tax non-cash asset impairment charges.
- For fiscal year 2026, the company updated its outlook, forecasting consolidated net sales between $1.758 billion and $1.773 billion and adjusted diluted EPS in the range of $3.25 to $3.75. The GAAP diluted loss per share is now expected to be between $36.07 and $35.57.
- The updated fiscal 2026 outlook reflects continued consumer spending softness, increased macro uncertainty, a more promotional environment, and the impact of higher tariffs.
- On November 25, 2025, Helen of Troy amended its credit agreement, reducing the revolving credit facility from $1.0 billion to $750.0 million and revising the maximum Leverage Ratio financial covenant to gradually tighten to 3.50 to 1.00 by August 31, 2027, and thereafter.
Jan 8, 2026, 11:45 AM
Helen of Troy Amends Credit Agreement
HELE
Debt Issuance
Accounting Changes
- Helen of Troy Limited amended its existing credit facility on November 25, 2025, which was originally dated February 15, 2024.
- The amendment reduces the commitment under the revolving credit facility from $1.0 billion to $750 million.
- It introduces an extended holiday for the maximum Leverage Ratio and replaces the EBIT measure with an EBITDA measure for the Interest Coverage Ratio.
- New maximum Leverage Ratio limits are established, starting at 4.50 to 1.00 for November 30, 2025, and gradually decreasing to 3.50 to 1.00 by August 31, 2027, and subsequent fiscal quarters.
- An additional interest margin tier was added for net leverage ratios of 4 times or greater, and certain investment and indebtedness baskets were reduced until August 31, 2027.
Nov 25, 2025, 10:25 PM
Helen of Troy Reports Q2 FY26 Results and Provides FY26 Outlook
HELE
Earnings
Guidance Update
Demand Weakening
- Helen of Troy reported Q2 FY26 net sales of $431.8 million and adjusted diluted EPS of $0.59, which were at or above the high end of their outlook ranges.
- Consolidated net sales declined by 8.9% in Q2 FY26, primarily driven by tariff-related trade disruptions and softness at retail, with organic net sales decreasing by 16.0%.
- For Fiscal Year 2026, the company expects net sales between $1.739 billion and $1.780 billion and adjusted diluted EPS between $3.75 and $4.25.
- Helen of Troy is implementing a tariff mitigation action plan and cost reduction measures, aiming to reduce the net remaining impact on operating income to less than $20 million in FY26.
Oct 9, 2025, 1:00 PM
Quarterly earnings call transcripts for HELEN OF TROY.
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