The earnings call outlined several positive developments such as strong free cash flow, product innovation, and growth in certain brands, but these were overshadowed by significant revenue declines, tariff-related impacts, and a high operating loss. The company faces challenges in stabilizing revenue and profitability while navigating tariff disruptions and consumer behavior shifts.

Company Guidance

During the Helen of Troy Limited First Quarter 2026 Earnings Call, several key metrics were highlighted to guide expectations for the upcoming quarters. The company reported a 10.8% decline in consolidated revenue, with 8 percentage points attributed to tariff-related disruptions, including order cancellations and inventory pull-forwards. Despite these challenges, the company noted US point of sale unit growth in eight of its 11 key brands and a 4.4% dollar growth in US mass sales. The company's Q1 results were further impacted by a 3% to 4% average price compression in the US, indicating consumer trade-down behavior. For the second quarter, the company anticipates net sales between $408 and $432 million, with a projected decline of 14% to 9% year-over-year. Adjusted earnings per share (EPS) for the second quarter are expected to range from 45¢ to 60¢. Inventory levels are anticipated to increase to $510 million to $520 million by the end of the second quarter, driven by seasonal builds and tariff-related costs. Despite these headwinds, the company remains focused on its five key priorities to return to profitable growth, including improving go-to-market effectiveness and refocusing on product-driven innovation.

Strong Free Cash Flow

Generated strong free cash flow of $45 million compared to $16 million in the same period last year.

Point of Sale Growth in Key Brands

US point of sale unit growth in eight out of 11 key brands in the first quarter, with point of sale dollar growth in US mass of 4.4%.

Notable Product Innovation

Successful soft launch of the Drybar all-inclusive styler and new innovative products from Curlsmith and Olive and June.

Osprey Revenue Growth

Osprey revenue growth of 3.7% with point of sale growth of 3.8%, driven by expansion into categories outside of technical packs.

Olive and June Performance

Olive and June revenue and profitability continue to exceed expectations.

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 01, 2025	2026 (Q2)	0.53 / -	1.21	―	―	―
Jul 10, 2025	2026 (Q1)	0.79 / 0.41	0.99	-58.59% (-0.58)
Apr 24, 2025	2025 (Q4)	2.38 / 2.33	2.45	-4.90% (-0.12)
Jan 08, 2025	2025 (Q3)	2.62 / 2.67	2.79	-4.30% (-0.12)
Oct 09, 2024	2025 (Q2)	1.05 / 1.21	1.74	-30.46% (-0.53)
Jul 09, 2024	2025 (Q1)	1.59 / 0.99	1.94	-48.97% (-0.95)
Apr 24, 2024	2024 (Q4)	2.32 / 2.45	2.01	21.89% (+0.44)	―
Jan 08, 2024	2024 (Q3)	2.80 / 2.79	2.75	1.45% (+0.04)	―
Oct 04, 2023	2024 (Q2)	1.64 / 1.74	2.27	-23.35% (-0.53)	―
Jul 10, 2023	2024 (Q1)	1.68 / 1.94	2.41	-19.50% (-0.47)	―

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

HELE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 10, 2025	$31.00	$23.96	-22.71%
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%

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.