The earnings call highlighted strong operational execution with significant EPS growth, operating margin expansion, and successful initiatives in digital marketplaces and LCOD. However, challenges in achieving sales growth, declines in specific product categories, and consumer caution were noted.

Company Guidance -

Q4 2025

During Sally Beauty Holdings' third-quarter fiscal 2025 conference call, the company provided guidance that highlighted a range of positive metrics and strategic initiatives. Earnings per share grew by 13%, and despite a complex macroeconomic backdrop, comparable sales remained approximately flat, nearing the high end of the company's guidance range. The adjusted operating margin exceeded expectations at 9.2%. Additionally, the company reported strong cash flow generation, which facilitated $21 million in debt repayments and $13 million in share repurchases. Sally Beauty's Color category grew by 4%, and digital marketplace expansion contributed to a 21% increase in e-commerce sales for Sally U.S. and Canada. The Licensed Colorist OnDemand platform also saw significant engagement, with over 4,700 consultations per week and a 25% higher average transaction value compared to non-LCOD customers. Sally Beauty raised its full-year adjusted operating margin guidance, expecting to capture cumulative run rate savings of $120 million by the end of fiscal 2026 through its Fuel for Growth program.

Earnings Per Share Growth

Reported a 13% earnings per share growth amidst a complex macro backdrop.

Operating Margin Expansion

Adjusted operating margin of 9.2% exceeded expectations, marking the fourth consecutive quarter of operating margin expansion.

Debt Repayment and Share Repurchase

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

Digital Marketplace Growth

E-commerce sales grew by 21% in the U.S. and Canada, with marketplaces driving significant new customer acquisition.

Licensed Colorist OnDemand Success

The platform averaged 4,700 consultations per week, with transaction values 25% higher than non-LCOD customers.

Sally Beauty Brand Refresh

Completed refresh in 20 locations with positive trends in key metrics like units per transaction and average transaction value.

BSG Segment Recovery

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

Sally Beauty (SBH) Earnings, Revenues Date & History

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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.