Key Takeaways EWCZ Q2 EPS beat estimates, rising from $0.12 last year despite lower revenues.Revenues fell 6.6% to $55.9M on weaker same-day services and retail salesAdjusted EBITDA rose 4.7% with margin up 420 bps to 38.7% despite higher SG&A costs.European Wax Center, Inc. ((EWCZ) posted mixed second-quarter 2025 results, wherein the bottom line surpassed the Zacks Consensus Estimate while the top line missed. Earnings per share (EPS) of 27 cents surpassed the Zacks Consensus Estimate of 19 cents. Also, t ...

European Wax Center (EWCZ) Q2 2025 Earnings Call August 13, 2025 08:00 AM ET Speaker0Good morning, ladies and gentlemen. Thank you for standing by. Welcome to European Wax Center Second Quarter twenty twenty five Earnings Results Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session.In order to facilitate as many participants as possible, we ask that you please limit yourself to one question and one follow-up during the ...

Second Quarter Fiscal 2025 versus 2024 Plano, TX, August 13, 2025- Today, European Wax Center, Inc. (NASDAQ: EWCZ), the leading franchisor and operator of out-of- home waxing services in the United States, reports financial results for the 13 and 26 weeks ended July 5, 2025. Chris Morris, Chairman and CEO of European Wax Center, Inc., stated: "In the second quarter, we began to see encouraging early signs that our strategies are taking hold, reinforcing the stability of our core business and the resilience ...

In its upcoming report, European Wax Center, Inc. (EWCZ) is predicted by Wall Street analysts to post quarterly earnings of $0.19 per share, reflecting an increase of 26.7% compared to the same period last year. Revenues are forecasted to be $56.93 million, representing a year-over-year decrease of 4.9%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this ti ...

PLANO, Texas, July 30, 2025 (GLOBE NEWSWIRE) -- European Wax Center, Inc. (NASDAQ: EWCZ), the leading franchisor and operator of out-of-home waxing services in the United States, today announced that it plans to report second quarter fiscal 2025 financial results before the market opens on Wednesday, August 13, 2025. Following the release, the Company’s management will host a conference call at 8:00 a.m. ET/7:00 a.m. CT to review the results. To access the conference call dial-in information, analysts shoul ...

Core Insights - European Wax Center, Inc. (EWCZ) is shifting from aggressive expansion to a more measured strategy to stabilize its franchise network and restore unit-level performance [1][5] Franchise Performance - In Q1 FY25, franchisees opened five centers and closed ten, resulting in a total of 1,062 locations, reflecting a modest 1% increase year-over-year [2] - The company anticipates seven to eight net closures in Q2 FY25 and expects 10 to 12 gross openings and 40 to 60 closures for the full fiscal year, indicating a deliberate pruning of underperforming units [2][9] Strategic Adjustments - Previous expansion outpaced market demand, leading to declining transactions and margin pressure; EWCZ is now implementing a rigorous site approval process and enhancing its market planning tool for better analytics and forecasting [3] - The company is focusing on high-potential, underpenetrated trade areas with stronger demand profiles [3] Operational Enhancements - EWCZ is not only downsizing but also undertaking a broader reset to strengthen operations, expand support for franchisees, improve operational tools, and increase engagement through its learning platform [4] - These initiatives aim to enhance visibility, accountability, and execution across the system [4] Future Growth Plans - EWCZ plans to return to net unit growth by late 2026, supported by a strategically positioned network that prioritizes data-driven site selection and sustainable unit economics [5] Industry Comparisons - Competitors like Helen of Troy (HELE) and Coty Inc. (COTY) are also realigning their strategies towards operational simplicity and profitability, reflecting a broader industry trend away from volume-driven growth [6][7] Financial Performance - EWCZ shares have increased by 50% over the past three months, compared to the industry's growth of 48.8% [8] - The company trades at a forward price-to-earnings ratio of 7.23X, significantly lower than the industry average of 28.57X [10] - The Zacks Consensus Estimate for EWCZ's fiscal 2025 and 2026 earnings indicates year-over-year growth of 35.6% and 8.2%, respectively [11]

Core Insights - European Wax Center (EWCZ) and Sally Beauty Holdings (SBH) target different segments within the beauty and personal care industry, with EWCZ focusing on a service-driven model through franchised waxing centers, while SBH emphasizes retailing professional-grade beauty products [1][2] European Wax Center (EWCZ) - EWCZ is developing a data-rich, digital-first marketing platform to enhance guest acquisition, introducing new tools in Q1 2025 to measure advertising effectiveness and reduce cost per acquisition [3] - The company is enhancing franchisee profitability and operational support by expanding the franchisee support team and increasing engagement with the learning management system by 50% [4] - EWCZ is adopting a disciplined expansion strategy, targeting underpenetrated areas for new center openings in 2026, supported by improved market planning tools and a rigorous site approval process [5] - Despite strategic advancements, EWCZ faces rising SG&A costs and elevated interest expenses, leading to a projected net reduction in center count for 2025 [6] - EWCZ's stock gained 54.8% over three months, outperforming SBH's 27.2% gain, reflecting strength in its digital and franchise model [9][16] - The Zacks Consensus Estimate for EWCZ's 2025 earnings per share (EPS) indicates a year-over-year growth of 35.6%, with estimates remaining unchanged at 61 cents [12] Sally Beauty Holdings (SBH) - SBH is focused on enhancing customer centricity, accelerating high-margin owned brand growth, and improving operational efficiency, with global e-commerce sales reaching $94 million in Q2 fiscal 2025, a 6% increase [7] - The company is executing a brand refresh starting May 2025 to enhance its position as a beauty destination, with positive feedback from initial store updates in Orlando [8] - Operational excellence is a priority for SBH, with the Fuel for Growth program delivering $20 million in pre-tax savings in the first half of fiscal 2025, and adjusted SG&A declining by $11 million in Q2 [10] - Despite these efforts, SBH is navigating a challenging macro environment with cautious consumer spending and softness in hair care categories [11] - The Zacks Consensus Estimate for SBH's fiscal 2025 EPS suggests a year-over-year growth of 3.6%, with estimates remaining unchanged at $1.75 [14] Comparative Analysis - EWCZ's forward P/E ratio is 7.51X, higher than SBH's 5.52X, indicating a market premium for EWCZ's growth potential [17] - EWCZ is better positioned for long-term growth due to its franchise-based model and digital marketing execution, while SBH's strengths in owned brands and cost control may be limited by softer category trends [19]

Key Takeaways EWCZ is seeing new guest gains from its shift to a digital-first marketing approach. A new ad platform links media impressions to guest behavior, driving efficiency and lower acquisition costs. EWCZ is centralizing marketing and loyal segments while boosting non-core engagement via SMS and email.European Wax Center, Inc. ((EWCZ) pivots to a digital-first strategy, with encouraging trends in new guest acquisition. Leveraging data-rich insights and improved measurement tools, the company is pr ...

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Key Takeaways EWCZ stock surged 53.7% in 3 months, outpacing indices and tracking the cosmetics industry. Profit, margins, and guest trends improved in Q1, boosting confidence in EWCZ's strategy. EWCZ ramps up digital marketing and franchisee support while planning selective expansion.European Wax Center, Inc. (EWCZ) has delivered a standout performance in the beauty market’s recent rebound. The stock is up 53.7% over the past three months, keeping pace with the Zacks Cosmetics industry’s 54.6% growth. EW ...