The earnings call highlighted significant progress in strategic initiatives, strong performance in certain segments, and successful acquisitions, but these were balanced by challenges in the Beauty & Wellness segment and external factors like low illness rates and retailer bankruptcies.

Company Guidance

During the third quarter earnings call for Helen of Troy Limited (symbol: HELE), the company's executives discussed their financial performance and provided guidance for the remainder of fiscal 2025. Despite a challenging consumer environment, the company reported net sales in line with their outlook, with Home & Outdoor sales increasing by 4.3%, while Beauty & Wellness faced a decline due to a weaker-than-expected illness season. Key metrics highlighted include a consolidated net sales decline of 3.4%, a gross profit margin increase of 90 basis points to 48.9%, and an adjusted operating margin improvement of 30 basis points to 16.6%. The company revised its full-year guidance, anticipating net sales between $1.888 billion and $1.913 billion, with adjusted EPS expected to range from $7.15 to $7.40. Additionally, the acquisition of Olive & June is projected to be immediately accretive, contributing $17 million to $18 million in net sales and $0.05 to $0.07 in adjusted EPS for the partial fourth quarter period. The company anticipates ending the fiscal year with a net leverage ratio between 2.85x and 2.75x, while continuing to focus on strategic initiatives, including Project Pegasus and diversification of their supplier base.

Home & Outdoor Segment Growth

Sales in the Home & Outdoor segment increased by 4.3%, driven by growth in all three brands and strength in international markets.

Successful Distribution Gains

U.S. weighted distribution grew by 11% year-over-year, with significant distribution gains in international markets through new channels and partnerships.

Acquisition of Olive & June

The acquisition of Olive & June was completed, which is immediately accretive to revenue growth rate, gross profit margin, and expected ongoing adjusted EPS growth rate.

Project Pegasus Progress

Lower year-over-year product and commodity costs positively impacted gross profit margin, providing fuel for reinvestment in brands and business.

Improved Gross Profit Margin

Consolidated gross profit margin increased by 90 basis points to 48.9%, driven by favorable inventory obsolescence expense and lower commodity and product costs.

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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

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HELE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 09, 2018	2019 (Q2)	- / 1.98	1.65	20.00% (+0.33)	―	―
Jan 08, 2019	2019 (Q3)	- / 2.40	2.52	-4.76% (-0.12)	―	―
Apr 26, 2019	2019 (Q4)	- / 1.82	1.69	7.69% (+0.13)	―	―
Jul 09, 2019	2020 (Q1)	- / 2.06	1.87	10.16% (+0.19)	―	―
Oct 08, 2019	2020 (Q2)	- / 2.24	1.98	13.13% (+0.26)	―	―
Jan 08, 2020	2020 (Q3)	- / 3.12	2.4	30.00% (+0.72)	―	―
Apr 28, 2020	2020 (Q4)	- / 1.88	1.82	3.30% (+0.06)	―	―
Jul 09, 2020	2021 (Q1)	- / 2.53	2.06	22.82% (+0.47)	―	―
Oct 08, 2020	2021 (Q2)	- / 3.77	2.24	68.30% (+1.53)	―	―
Jan 07, 2021	2021 (Q3)	- / 3.76	3.12	20.51% (+0.64)	―	―

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
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%
Apr 24, 2024	$100.28	$90.71	-9.54%

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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