Consumer products maker Helen of Troy Q2 revenue slightly misses; FY27 outlook narrowed

Helen of Troy

08/10/2026 11:55

Overview
Consumer products maker's fiscal Q2 revenue rose 2.1% yr/yr, slightly missing analyst expectations
Adjusted EPS for fiscal Q2 beat consensus, rising 33.9% yr/yr
Company cited broad-based sales growth in Home & Outdoor, offset by declines in Beauty & Wellness

Outlook
Helen of Troy narrows FY27 net sales outlook to $1.768-$1.822 bln
Company raises FY27 adjusted diluted EPS forecast to $3.60-$4.15
Helen of Troy expects continued inflationary pressures and competitive market conditions in FY27

Result Drivers
HOME & OUTDOOR DEMAND - Co said revenue growth was driven by strong demand for technical, travel and lifestyle packs, increased international sales, assortment and distribution gains, higher closeout channel sales, and new product launches in Home & Outdoor
TARIFF REFUNDS - Co said gross profit margin benefited from tariff refunds, net of higher tariff costs, and lower retail trade and promotional expense, partially offset by inflationary product cost pressure and less favorable inventory obsolescence
BEAUTY & WELLNESS DECLINES - Co said Beauty & Wellness sales fell due to softer consumer demand, increased competition, reduced replenishment orders from retailers, and lower closeout channel sales, partly offset by growth in heaters, thermometers, nail care, and new product launches

Company press release: ID:nBwbzlJMqa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Slight Miss*
$440.93 mln
$442.33 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.79
$0.50 (4 Analysts)
Q2 EPS
 
$0.19
 
Q2 Net Income
 
$4.60 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the appliances, tools & housewares peer group is "hold"
Wall Street's median 12-month price target for Helen of Troy Ltd is $28.00, about 9.6% above its October 7 closing price of $25.55
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 8 three months ago

Reuters Recommended Reads
Oct 6 - Village Super Market Q4 profit falls on higher employee, insurance costs
Oct 6 - Coatings maker RPM International Q1 profit beats on organic growth, pricing
Oct 6 - Kraft Heinz backs protein, fiber trends as innovation drive gains steam

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)