The earnings call presented a mixed picture with strong performance in the Wellness business and international sales growth, but faced significant challenges due to tariffs, impairment charges, and softness in the Beauty segment. The company is taking defensive measures in anticipation of further economic uncertainty.
Company Guidance
During Helen of Troy's fourth-quarter fiscal 2025 earnings call, the company refrained from providing specific fiscal 2026 guidance due to the volatile macroeconomic environment and significant uncertainty in global trade policies. Despite these challenges, the company reported net sales and adjusted EPS for the fourth quarter were in line with expectations, driven by strong performances in segments like Wellness and OXO. CEO Noel Geoffroy highlighted the steps taken to mitigate tariff impacts, including supply chain diversification, SKU prioritization, and strategic cost control measures. CFO Brian Grass detailed efforts to offset 70% to 80% of the anticipated tariff impact for fiscal 2026, while also emphasizing a cautious approach to spending and a focus on preserving cash flow. The company noted a 60 basis point increase in gross margin, a 5.3% growth in international net sales, and an approximate 12% year-over-year increase in US weighted distribution.
Wellness Business Performance
The Wellness business performed better than expected in the fourth quarter, driven by a late spike in flu and demand for air purification products due to Los Angeles wildfires. Braun and Vicks maintained their positions as the number one and two brands in US thermometry.
International Sales Growth
International sales grew by 5.3% for fiscal '25, driven by expanded distribution and collaboration between brand and sales teams.
Project Pegasus Savings
Project Pegasus contributed to a 60 basis point increase in gross margin and helped generate fuel to increase growth investments by approximately 160 basis points.
Olive & June Acquisition
Olive & June outperformed expectations with sales of $23 million. The brand expanded its retail footprint with launches in CVS and Walmart.
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Helen Of Troy (HELE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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HELE Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 24, 2025
$34.12
$30.04
-11.96%
Jan 08, 2025
$59.29
$58.96
-0.56%
Oct 09, 2024
$62.37
$73.52
+17.88%
Jul 09, 2024
$89.01
$64.33
-27.73%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Helen Of Troy Limited (HELE) report earnings?
Helen Of Troy Limited (HELE) is schdueled to report earning on Jul 09, 2025, TBA Not Confirmed.
What is Helen Of Troy Limited (HELE) earnings time?
Helen Of Troy Limited (HELE) earnings time is at Jul 09, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.