Sally Beauty (SBH) remains a buy, as its turnaround strategy drives EPS growth through cost savings, store closures, and disciplined capital allocation. SBH now expects EPS between $2.02 and $2.10, with a continued focus on margin preservation. The company is expanding into fragrances and skincare, remodeling select stores, and leveraging strong demand for private-label products to support incremental growth.
Sally Beauty Holdings, Inc. delivered a double-line beat in fiscal Q1, supporting a hold rating at current valuations. SBH's comparable sales were flat, but gross margin expanded 40 basis points to 51.2%, reflecting improved profitability despite store closures. Adjusted EPS rose 12% to $0.48, with management slightly raising FY EPS guidance to $2.06 and maintaining a strong balance sheet.
SBH lifts the low end of its FY26 EPS outlook after Q1 earnings top estimates, even as sales witness modest growth.
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Sally Beauty Holdings delivered Q1 FY2026 results above expectations, with revenue of $943.2 million and strong adjusted EPS despite mixed profitability metrics. SBH's ongoing cost-cutting initiatives and strategic exits from low-margin operations are driving improved efficiency, with annual savings targeted at $120 million by year-end. Management raised FY2026 adjusted EPS guidance and expects revenue between $3.71–$3.77 billion, supporting continued bullishness and a maintained 'strong buy' rating.
Sally Beauty Holdings, Inc. (SBH) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for Sally Beauty (SBH) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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.
Sally Beauty (SBH) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.43 per share a year ago.
SBH is set to report Q1 results, expecting modest sales growth, resilient margins and digital momentum, but cautious consumer demand remains a key watch point.
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Sally Beauty Holdings, Inc. (SBH) Shareholder/Analyst Call Prepared Remarks Transcript