Helen of Troy misses Q1 profit and revenue estimates

Helen of Troy

10/07/2025 11:55

Overview

Helen of Troy fiscal Q1 sales decline 10.8%, missing analyst expectations, per LSEG data

Beauty products and home tools maker's adjusted EPS for fiscal Q1 misses consensus

Co faces substantial operating loss due to non-cash asset impairment charges

Outlook

Company expects Q2 fiscal 2026 net sales of $408-$432 mln

Helen of Troy anticipates adjusted EPS of $0.45-$0.60 for Q2 fiscal 2026

Company sees tariff-related impacts on operating income reduced to less than $15 mln

Helen of Troy notes ongoing consumer spending softness and macro uncertainty

Result Drivers

TARIFF IMPACT - Tariff-related impacts accounted for approximately 8 percentage points of the 10.8% revenue decline, per interim CEO Brian Grass

ASSET IMPAIRMENT - Substantial operating loss due to non-cash asset impairment charges of $414.4 million

ORGANIC BUSINESS DECLINE - Revenue decline driven by lower sales in Beauty & Wellness and Home & Outdoor segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Miss
$371.70 mln
$395.70 mln (5 Analysts)
Q1 Adjusted EPS
Miss
$0.41
$0.85 (5 Analysts)
Q1 EPS
-$19.65


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "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 $47.00, about 34% above its July 9 closing price of $31.00

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nBw90SVBBa

(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.)