HELE's third-quarter earnings meet estimates as sales decline year over year, with Home & Outdoor weakness partly offset by Olive & June growth.
Helen of Troy Limited (HELE) Q3 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Helen of Troy (HELE) give a sense of how the business performed in the quarter ended November 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
HELE's third-quarter results are likely to reflect weak demand and tariff-driven cost pressures, with some support from Leadership Brands and Project Pegasus.
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.