The earnings call presented a strong financial performance with several positive developments, including significant earnings per share growth, operating margin expansion, and strategic advancements in digital marketplaces and product innovations. However, these highlights were accompanied by some challenges, such as a slight decline in comparable sales and specific category weaknesses. Notably, the performance in BSG and the success of strategic initiatives like LCOD and marketplace expansion contributed positively, while store closures and category declines were areas of concern.

Company Guidance

In the Sally Beauty Holdings conference call discussing the company's third-quarter fiscal 2025 results, the management provided guidance emphasizing strong financial performance and strategic initiatives. The company reported a 13% increase in earnings per share, with comparable sales approximately flat and an adjusted operating margin of 9.2%, surpassing expectations. Key successes included a 4% growth in the Color category within the Sally segment and a 21% increase in e-commerce sales in the U.S. and Canada, driven by digital marketplace expansion. The Licensed Colorist OnDemand initiative also showed promising results, with higher average transaction values and increased customer retention compared to non-users. The company highlighted its Fuel for Growth program, targeting $70 million in cumulative savings by the end of fiscal 2025 and $120 million by fiscal 2026, focusing on merchandising, supply chain, and operational efficiencies. Looking forward, Sally Beauty aims for flat comparable sales for the full year and slightly adjusts its net sales guidance due to foreign exchange impacts and store closures. The company remains committed to its strategic pillars, including customer centricity, owned brand growth, and innovation, to sustain long-term growth and profitability.

Earnings Per Share Growth

The company delivered 13% earnings per share growth amidst a complex macro backdrop.

Operating Margin Expansion

The adjusted operating margin of 9.2% exceeded the high end of expectations, marking the fourth consecutive quarter of operating margin expansion.

Debt Reduction and Share Repurchases

Strong cash flow generation allowed for $21 million of debt repayments and $13 million in share repurchases.

Digital Marketplace Expansion

E-commerce sales at Sally U.S. and Canada increased by 21%, driven by partnerships with DoorDash, Instacart, Uber Eats, Amazon, and Walmart.

Licensed Colorist OnDemand Success

The platform saw over 4,700 consultations per week, with customers averaging a transaction value 25% higher than non-LCOD customers.

Innovation and New Product Launches

Strong performance from own brands like Ion, Bondbar, and new launches such as K18 and Unite in CosmoProf stores.

BSG Sales Growth

Sales returned to positive territory, with growth in 6 of the last 7 quarters.

Sally Beauty (SBH) 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

Daily Earnings Calendar >

SBH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q4)	0.45 / -	0.5	―	―	―
Aug 05, 2025	2025 (Q3)	0.42 / 0.51	0.45	13.33% (+0.06)	―
May 12, 2025	2025 (Q2)	0.39 / 0.42	0.35	20.00% (+0.07)	―
Feb 13, 2025	2025 (Q1)	0.43 / 0.43	0.39	10.26% (+0.04)	―
Nov 14, 2024	2024 (Q4)	0.48 / 0.50	0.42	19.05% (+0.08)	―
Aug 08, 2024	2024 (Q3)	0.40 / 0.45	0.49	-8.16% (-0.04)
May 09, 2024	2024 (Q2)	0.40 / 0.35	0.41	-14.63% (-0.06)
Feb 01, 2024	2024 (Q1)	0.37 / 0.39	0.52	-25.00% (-0.13)	―
Nov 14, 2023	2023 (Q4)	0.46 / 0.42	0.5	-16.00% (-0.08)	―
Aug 03, 2023	2023 (Q3)	0.49 / 0.49	0.55	-10.91% (-0.06)	―

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

SBH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$9.97	$11.66	+16.95%
May 12, 2025	$8.17	$9.98	+22.15%
Feb 13, 2025	$9.18	$9.59	+4.47%
Nov 14, 2024	$12.53	$13.78	+9.98%

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.