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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.53Last Year’s EPS
0.51Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive tone: consolidated revenue and comps grew, gross margins expanded, cash flow and shareholder returns were strong, digital and product innovation initiatives showed early traction, and the Fuel for Growth program remains on track. Offsetting these positives were persistent softness in the care/haircare category, flat-to-slightly-negative trends in the BSG top line, SG&A expense pressures, store reductions and an inventory write-off. Management presented clear remediation plans (POG reset, Ignited store rollouts, marketing and digital initiatives) and a tightened guidance range, indicating confidence in momentum while acknowledging near-term risks.Company Guidance
Consolidated Revenue and Comparable Sales Growth
Total sales of $903 million, up 2.3% year-over-year, with consolidated comparable sales increasing 1.3% and results described as at the high end of expectations.
Strong Profitability and Margins
Adjusted operating income of $73 million and adjusted diluted EPS of $0.44; adjusted gross margin expanded 80 basis points to 52.8% year-over-year, driven by higher product margins.
Robust Cash Generation and Capital Returns
Cash flow from operations of $73 million and free cash flow of $44 million; deployed $25 million to repurchase 1.7 million shares and paid down $20 million of term-loan debt; cash balance of $157 million and net leverage maintained at ~1.5x.
Sally Segment Outperformance
Sally net sales grew 4.1% to $521 million (including 230 bps FX benefit); segment comparable sales +2.5%, with Sally U.S. & Canada comps +4.4%; transactions and average ticket both up 2%; color category up 11% (12% in Sally U.S. & Canada).
E-commerce and Digital Momentum
Global e-commerce sales increased 13% to $108 million (12% of total net sales). Sally e-commerce grew 21% to $50 million (10% of segment sales) and Sally U.S. & Canada e-commerce grew 28%. New Sally app launch drove higher engagement, conversion, larger AOV and reduced cart abandonment.
BSG Margin Improvement
BSG achieved operating margin of 12.4%, up 90 basis points; BSG gross margin expanded 110 basis points to 40.9%, while top line remained roughly flat.
Fuel for Growth Program Progress
On track to capture approximately $45 million of gross margin and SG&A benefits in fiscal 2026 and to reach $120 million of cumulative run-rate savings over a 3-year period, with $9 million pretax benefits captured in Q2.
Product Innovation and Store Refresh Traction
New product launches and category expansions (ion Luxe infrared tools, Kiara Sky nails, fragrance rollout to 2,000 stores, Amika skincare launch) plus 40 Sally Ignited store refreshes completed (80 planned by fiscal year-end) showing positive KPIs (UPT, ATV, dwell time and cross-category penetration).
SBH Earnings History
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 |
|---|---|---|---|
May 11, 2026 | $14.03 | $12.98 | -7.48% |
Feb 09, 2026 | $16.16 | $17.00 | +5.20% |
Nov 13, 2025 | $14.68 | $14.45 | -1.57% |
Aug 05, 2025 | $9.97 | $11.66 | +16.95% |
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.
FAQ
When does Sally Beauty Holdings (SBH) report earnings?
Sally Beauty Holdings (SBH) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Sally Beauty Holdings (SBH) earnings time?
Sally Beauty Holdings (SBH) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SBH EPS forecast?
SBH EPS forecast for the fiscal quarter 2026 (Q3) is 0.53.
