Sally Beauty Set to Announce FQ1 Earnings on February 9th
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy SBH?
Source: seekingalpha
- Earnings Announcement: Sally Beauty (SBH) is set to announce its FQ1 earnings on February 9th before market open, with consensus EPS estimate at $0.46 and revenue at $940.15 million, which could positively impact stock performance if achieved.
- Performance Expectations: Over the past two years, SBH has exceeded EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a strong track record of profitability and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen no upward revisions but four downward adjustments, while revenue estimates also faced three downward revisions, suggesting a cautious market outlook on the company's future performance.
- Cost Savings Target: Sally Beauty aims for $120 million in cumulative cost savings by 2026 while launching the Sally Ignited store refresh initiative, designed to enhance customer experience and drive sales growth.
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Analyst Views on SBH
Wall Street analysts forecast SBH stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SBH is 15.88 USD with a low forecast of 13.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
2 Buy
1 Hold
1 Sell
Hold
Current: 16.160
Low
13.00
Averages
15.88
High
19.00
Current: 16.160
Low
13.00
Averages
15.88
High
19.00
About SBH
Sally Beauty Holdings, Inc. is an international specialty retailer and distributor of professional beauty supplies. The Company operates in two business segments: Sally Beauty Supply and Beauty Systems Group, which offers beauty products in key categories, including hair care, hair color, styling tools and nails. Sally Beauty Supply is an omni-channel retailer that offers professional beauty supplies and provides education to retail consumers and salon professionals throughout North America, South America and Europe. Sally Beauty Supply stores offer up to 7,000 products for hair color, hair care, nails, and skin care through proprietary brands, such as Ion, Bondbar, Strawberry Leopard, and Generic Value Products. Beauty Systems Group stores, branded as Cosmo Prof or Armstrong McCall stores, along with its outside sales consultants, sell up to 8,000 professionally branded products, including Paul Mitchell, Wella, Matrix, Schwarzkopf, Kenra, Goldwell, Joico, Amika and Moroccanoil.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sally Beauty Q1 Earnings Preview
- Earnings Release Date: Sally Beauty is set to release its Q1 earnings before the market opens on February 9, with analysts forecasting earnings of 46 cents per share, an increase from 43 cents in the same period last year, indicating ongoing improvement in profitability.
- Revenue Expectations: The company anticipates quarterly revenue of $940.15 million, slightly above last year's $937.89 million, suggesting stable sales performance amid market competition, potentially reflecting sustained consumer demand for beauty products.
- Stock Price Movement: Despite optimistic earnings expectations, Sally Beauty's stock fell 2.8% to close at $16.16 last Friday, which may indicate market caution ahead of the earnings report, prompting investors to closely monitor subsequent performance.
- Analyst Ratings: Recent analyst ratings from Benzinga reveal a diverse outlook on Sally Beauty, and investors can access more information through the Analyst Ratings page to aid in decision-making and enhance investment confidence.
See More
U.S. Stocks Mostly Higher, Nasdaq Up Over 1%
- Nasdaq Performance: The Nasdaq Composite rose by 1.15% to 23,295.01 on Monday, indicating strong performance in technology stocks and reflecting increased investor confidence in the tech sector.
- Dow Jones Decline: The Dow Jones Industrial Average fell slightly by 0.07% to 50,078.58, suggesting a relative weakness in traditional sectors, which may affect overall market sentiment.
- Sally Beauty Earnings Beat: Sally Beauty Holdings Inc (NYSE:SBH) reported an adjusted EPS of 48 cents for Q1, surpassing market expectations of 46 cents, with quarterly sales of $943.168 million exceeding the anticipated $940.150 million, demonstrating the company's resilience in a competitive market.
- Commodity Market Movements: On Monday, oil prices increased by 0.8% to $64.05, gold rose by 2.2% to $5,088.80, and silver surged by 7.9% to $82.94, reflecting heightened demand for safe-haven assets, which could influence future investment strategies.
See More
Sally Beauty Reports Strong Q1 2026 Earnings with Strategic Focus
- Strong Sales Performance: Sally Beauty achieved $943 million in sales for Q1 2026, with adjusted earnings per share rising 12% to $0.48, reflecting robust demand and strong performance in core business areas.
- Strategic Transformation: The company exited lower-margin full-service operations in Europe, projected to create a $10 million sales headwind in 2026, but this strategic shift aims to simplify operations and focus on high-growth areas, enhancing overall profitability.
- Significant E-commerce Growth: Sally's global e-commerce sales grew by 20%, with U.S. and Canada e-commerce sales up 28%, indicating substantial progress in digital transformation and improved customer online shopping experiences.
- Optimistic Outlook: The company raised the low end of its full-year EPS guidance to $2.02 to $2.10, expecting Q2 sales between $895 million and $905 million, demonstrating management's confidence in future performance and positive market expectations.
See More
Sally Beauty Reports Q1 2026 Earnings with Positive Guidance
- Earnings Highlights: Sally Beauty's Q1 2026 earnings report reveals a Non-GAAP EPS of $0.48, beating estimates by $0.02, with revenue of $943.17 million reflecting a 0.6% year-over-year increase, surpassing expectations by $3.02 million, indicating stable market performance.
- E-commerce Growth: Global e-commerce sales reached $111 million, accounting for 11.7% of net sales; while consolidated comparable sales remained flat, the growth in e-commerce supports future sales potential and reflects changing consumer shopping habits.
- Cash Flow Performance: The first quarter saw cash flow from operations of $93 million and free cash flow of $57 million, demonstrating strong cash flow performance that supports ongoing investments and shareholder returns, indicating a healthy financial position for the company.
- Fiscal Year 2026 Guidance: The company projects Q2 net sales between $895 million and $905 million, with adjusted EPS guidance of $0.39 to $0.42, reflecting confidence in future growth despite slight discrepancies with market consensus.
See More
Sally Beauty Reports Strong Q1 Results with 12% EPS Growth
- Strong Financial Performance: Sally Beauty achieved a 12% growth in adjusted EPS for Q1 of fiscal 2026, indicating the company's ability to meet market expectations while maintaining healthy gross margins, which enhances investor confidence.
- Robust Cash Flow: As of December 31, 2025, the company reported $93 million in cash flow from operations and $57 million in free cash flow, enabling it to repay $20 million in term loan debt and repurchase 1.4 million shares, thereby increasing shareholder value.
- Optimized Inventory Management: The company's inventory stood at $979 million, down 2.7% year-over-year, demonstrating effective inventory management that helps improve operational efficiency and reduce capital lock-up.
- Ongoing Strategic Investments: The company continues to advance its strategic initiatives aimed at accelerating growth and enhancing profitability, which not only lays the groundwork for future market expansion but also creates long-term value for shareholders.
See More
SALLY BEAUTY REPORTS STABLE CONSOLIDATED COMPARABLE SALES IN Q1
Sales Performance: Sally Beauty reported flat comparable sales for Q1, indicating no growth compared to the previous year.
Market Trends: The company is navigating a challenging retail environment, which has impacted its sales performance.
See More
Sally Beauty Q1 Earnings Preview
- Earnings Release Date: Sally Beauty is set to release its Q1 earnings before the market opens on February 9, with analysts forecasting earnings of 46 cents per share, an increase from 43 cents in the same period last year, indicating ongoing improvement in profitability.
- Revenue Expectations: The company anticipates quarterly revenue of $940.15 million, slightly above last year's $937.89 million, suggesting stable sales performance amid market competition, potentially reflecting sustained consumer demand for beauty products.
- Stock Price Movement: Despite optimistic earnings expectations, Sally Beauty's stock fell 2.8% to close at $16.16 last Friday, which may indicate market caution ahead of the earnings report, prompting investors to closely monitor subsequent performance.
- Analyst Ratings: Recent analyst ratings from Benzinga reveal a diverse outlook on Sally Beauty, and investors can access more information through the Analyst Ratings page to aid in decision-making and enhance investment confidence.
See More
U.S. Stocks Mostly Higher, Nasdaq Up Over 1%
- Nasdaq Performance: The Nasdaq Composite rose by 1.15% to 23,295.01 on Monday, indicating strong performance in technology stocks and reflecting increased investor confidence in the tech sector.
- Dow Jones Decline: The Dow Jones Industrial Average fell slightly by 0.07% to 50,078.58, suggesting a relative weakness in traditional sectors, which may affect overall market sentiment.
- Sally Beauty Earnings Beat: Sally Beauty Holdings Inc (NYSE:SBH) reported an adjusted EPS of 48 cents for Q1, surpassing market expectations of 46 cents, with quarterly sales of $943.168 million exceeding the anticipated $940.150 million, demonstrating the company's resilience in a competitive market.
- Commodity Market Movements: On Monday, oil prices increased by 0.8% to $64.05, gold rose by 2.2% to $5,088.80, and silver surged by 7.9% to $82.94, reflecting heightened demand for safe-haven assets, which could influence future investment strategies.
See More
Sally Beauty Reports Strong Q1 2026 Earnings with Strategic Focus
- Strong Sales Performance: Sally Beauty achieved $943 million in sales for Q1 2026, with adjusted earnings per share rising 12% to $0.48, reflecting robust demand and strong performance in core business areas.
- Strategic Transformation: The company exited lower-margin full-service operations in Europe, projected to create a $10 million sales headwind in 2026, but this strategic shift aims to simplify operations and focus on high-growth areas, enhancing overall profitability.
- Significant E-commerce Growth: Sally's global e-commerce sales grew by 20%, with U.S. and Canada e-commerce sales up 28%, indicating substantial progress in digital transformation and improved customer online shopping experiences.
- Optimistic Outlook: The company raised the low end of its full-year EPS guidance to $2.02 to $2.10, expecting Q2 sales between $895 million and $905 million, demonstrating management's confidence in future performance and positive market expectations.
See More
Sally Beauty Reports Q1 2026 Earnings with Positive Guidance
- Earnings Highlights: Sally Beauty's Q1 2026 earnings report reveals a Non-GAAP EPS of $0.48, beating estimates by $0.02, with revenue of $943.17 million reflecting a 0.6% year-over-year increase, surpassing expectations by $3.02 million, indicating stable market performance.
- E-commerce Growth: Global e-commerce sales reached $111 million, accounting for 11.7% of net sales; while consolidated comparable sales remained flat, the growth in e-commerce supports future sales potential and reflects changing consumer shopping habits.
- Cash Flow Performance: The first quarter saw cash flow from operations of $93 million and free cash flow of $57 million, demonstrating strong cash flow performance that supports ongoing investments and shareholder returns, indicating a healthy financial position for the company.
- Fiscal Year 2026 Guidance: The company projects Q2 net sales between $895 million and $905 million, with adjusted EPS guidance of $0.39 to $0.42, reflecting confidence in future growth despite slight discrepancies with market consensus.
See More
Sally Beauty Reports Strong Q1 Results with 12% EPS Growth
- Strong Financial Performance: Sally Beauty achieved a 12% growth in adjusted EPS for Q1 of fiscal 2026, indicating the company's ability to meet market expectations while maintaining healthy gross margins, which enhances investor confidence.
- Robust Cash Flow: As of December 31, 2025, the company reported $93 million in cash flow from operations and $57 million in free cash flow, enabling it to repay $20 million in term loan debt and repurchase 1.4 million shares, thereby increasing shareholder value.
- Optimized Inventory Management: The company's inventory stood at $979 million, down 2.7% year-over-year, demonstrating effective inventory management that helps improve operational efficiency and reduce capital lock-up.
- Ongoing Strategic Investments: The company continues to advance its strategic initiatives aimed at accelerating growth and enhancing profitability, which not only lays the groundwork for future market expansion but also creates long-term value for shareholders.
See More
SALLY BEAUTY REPORTS STABLE CONSOLIDATED COMPARABLE SALES IN Q1
Sales Performance: Sally Beauty reported flat comparable sales for Q1, indicating no growth compared to the previous year.
Market Trends: The company is navigating a challenging retail environment, which has impacted its sales performance.
See More
