Tariffs and slow consumer demand are biting.
Investors need to pay close attention to HELE stock based on the movements in the options market lately.
Helen of Troy Limited (NASDAQ:HELE ) Q2 2026 Earnings Call October 9, 2025 9:00 AM EDT Company Participants Anne Rakunas - Director of External Communications George Uzzell - Chief Executive Officer Brian Grass - Chief Financial Officer Tracy Schuerman Conference Call Participants Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Bob Labick - CJS Securities, Inc. Susan Anderson - Canaccord Genuity Corp., Research Division Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Presentation Operator Greetings. Welcome to Helen of Troy's Second Quarter Fiscal 2026 Earnings Call.
The headline numbers for Helen of Troy (HELE) give insight into how the company performed in the quarter ended August 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Helen of Troy (HELE) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $1.21 per share a year ago.
HELE's first-quarter fiscal 2026 earnings and revenue miss reflect tariff disruptions, weak China sales and U.S. consumer trade-down pressure.
I am initiating a Sell rating on Helen of Troy Limited with a fair value of $19 per share due to significant near-term risks. The company faces major headwinds from tariff uncertainty, weak consumer demand, and heavy reliance on large retailers, limiting its pricing power. A highly leveraged balance sheet, declining margins, and poor cash flow generation further increase downside risk for shareholders.
Helen of Troy (HELE) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.99 per share a year ago.
Helen of Troy Limited's Q1 earnings miss and tariff chaos have driven extreme pessimism, but the business remains cash flow positive and operationally resilient. Management is actively reducing China exposure, insiders are buying, and technical indicators suggest capitulation, supporting my contrarian Strong Buy rating in the low $20s. The market is ignoring Helen's global sourcing flexibility and manageable debt, with a possible earnings rebound to $5/share in 2026 from a cycle low in calendar 2025.
Helen of Troy Limited (NASDAQ:HELE ) Q1 2026 Results Conference Call July 10, 2025 9:00 AM ET Company Participants Anne Rakunas - Director of External Communications Brian L. Grass - Chief Executive Officer Tracy Schuerman - Chief Financial Officer Conference Call Participants Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Peter K.
Helen of Troy Ltd. (HELE) shares plunged 25% Thursday when the maker of consumer healthcare and home products posted weaker-than-expected results and guidance, which it blamed on slowing sales and the impact of new U.S. tariffs.
Helen of Troy (HELE) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.99 per share a year ago.