Tariffs and a management shake up hit this product company.
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.
HELE's fiscal fourth-quarter results reflect a 0.7% sales dip, due to a 4.9% decline in organic business sales.
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 Conference Call. At this time, all participants are in a listen-only mode.
Although the revenue and EPS for Helen of Troy (HELE) give a sense of how its business performed in the quarter ended February 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Helen of Troy (HELE) came out with quarterly earnings of $2.33 per share, missing the Zacks Consensus Estimate of $2.34 per share. This compares to earnings of $2.45 per share a year ago.
Helen of Troy (HELE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
HELE's fourth-quarter results are likely to reflect continued pressure from soft demand and rising expenses, but Leadership Brands could offer support.
Helen of Troy (HELE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Helen of Troy's Q4 sales are expected to be strong due to increased flu cases, distribution gains, and the Olive & June acquisition. The company is effectively reducing costs and leveraging synergies, offsetting tariff impacts and improving margins through Project Pegasus initiatives. The stock is trading at a significant discount to historical levels, presenting an attractive risk-reward opportunity.
Investors looking for stocks in the Cosmetics sector might want to consider either Helen of Troy (HELE) or e.l.f. Beauty (ELF).
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