Helen of Troy posts lower than expected drop in Q4 sales, profit

Helen of Troy

23/04/2026 11:56

Overview

U.S. consumer products firm's Q4 revenue fell by a lower-than-expected 3.3%

Adjusted EPS declined less than analyst expectations

Sales drop driven by lower demand in Beauty & Wellness and Home & Outdoor segments

Outlook

Helen of Troy sees fiscal 2027 net sales of $1.751-$1.822 bln

Company expects fiscal 2027 GAAP diluted EPS of $3.57-$4.18; adj EPS of $3.25-$3.75

Helen of Troy anticipates continued inflationary pressures and softness in discretionary categories

Result Drivers

LOWER SEGMENT DEMAND - Q4 sales decline was mainly due to lower sales of fans, prestige hair care, humidifiers, air purifiers, and insulated beverageware

HIGHER TARIFFS AND PROMOTIONS - Gross profit margin fell due to higher tariffs, increased retail trade and promotional expense, and less favorable inventory obsolescence

INCREASED SG&A AND IMPAIRMENT CHARGES - Operating margin declined further due to higher SG&A expenses, including incentive compensation and EPA compliance costs, and larger asset impairment charges

Company press release: ID:nBwbz3bsZa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$470 mln
$450.38 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$0.83
$0.71 (4 Analysts)
Q4 EPS
-$2.41


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 $17.00, about 14% below its April 22 closing price of $19.77

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

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.)