The earnings call highlighted strong free cash flow and positive growth in specific brands like Osprey and Olive & June. However, significant revenue declines, tariff-related disruptions, consumer trade-down behavior, and a substantial operating loss overshadowed these achievements. The sentiment of the call is negative due to these prevailing challenges.

Company Guidance -

Q2 2026

During the Helen of Troy Limited First Quarter 2026 Earnings Call, the company provided guidance for the second quarter of fiscal 2026. They expect net sales between $408 and $432 million, implying a decline of 14% to 9%. For their business segments, they anticipate a decline in net sales for Home and Outdoor by 16.5% to 11.5% and for Beauty and Wellness by 11.3% to 6.1%, including an expected contribution from Olive and June of $26 to $27 million. The adjusted diluted EPS is projected to range from $0.45 to $0.60. The company cited ongoing tariff-related disruptions and demand softness as key factors affecting their outlook. Additionally, they are implementing strategic price increases of 7% to 10% across their portfolio to offset tariff impacts and expect an adjusted SG&A ratio to normalize to approximately 37% to 38% for the remaining quarters of the fiscal year.

Strong Free Cash Flow

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

US Point of Sale Growth

US point of sale unit growth was observed in eight out of eleven key brands in the first quarter.

Osprey Revenue and Market Leadership

Osprey revenue grew by 3.7% with point of sale growth of 3.8%, maintaining the number one market share in the US technical pack market.

Curlsmith and Olive & June Performance

Curlsmith saw growth driven by new liquid innovations, while Olive & June continued to exceed expectations in revenue and profitability.

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.