Core Insights - Helen of Troy Limited (HELE) is expected to report a decline in both revenue and earnings for the second quarter of fiscal 2026, with projected revenues of $418.8 million, reflecting an 11.7% decrease year-over-year, and earnings estimated at $0.54 per share, indicating a 55.4% decline from the previous year [1][9]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for HELE's quarterly revenues is $418.8 million, which is a decrease of 11.7% from the prior-year quarter [1][9]. - The earnings estimate for HELE stands at 54 cents per share, representing a 55.4% decline compared to the same quarter last year [2][9]. Challenges Facing the Company - HELE is experiencing pressure from tariff-related disruptions and global trade uncertainties, leading to order cancellations and reduced imports from China as retailers adapt to higher costs [3]. - The company is facing a challenging macroeconomic environment characterized by weaker consumer and retailer demand, with a projected 17.3% drop in organic volumes for the fiscal second quarter [4]. - Rising Selling, General and Administrative (SG&A) expenses are a concern, with an expected 310-basis point increase in adjusted SG&A as a percentage of sales to 38.9% in the fiscal second quarter [5]. Strategic Initiatives - Despite the challenges, HELE's Leadership Brands remain a strong point, with a focus on operational excellence and portfolio optimization helping to stabilize performance [6]. - The company is diversifying its sourcing outside of China to mitigate tariff exposure and has initiated Project Pegasus, which is delivering cost savings [3][6]. Earnings Prediction Model - The current model does not predict an earnings beat for HELE, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [7].

Helen of Troy Limited (NASDAQ:HELE) will release earnings results for the second quarter, before the opening bell on Thursday, Oct. 9.Analysts expect the El Paso, Texas-based company to report quarterly earnings at 52 cents per share, down from $1.21 per share in the year-ago period. Helen of Troy projects quarterly revenue of $416.77 million, compared to $474.22 million a year earlier, according to data from Benzinga Pro.On Aug. 13, Helen of Troy named G. Scott Uzzell as its CEO.Helen of Troy shares fell 0 ...

Industry Overview - The Zacks Cosmetics industry is facing a challenging macroeconomic environment with rising external pressures softening consumer demand and impacting overall sector performance [1][4] - Persistent cost inflation and supply chain challenges are affecting sales trends, while escalating production and operational expenses strain profitability and operational efficiency [1][4] Key Trends - The cosmetics industry is experiencing reduced consumer spending and inconsistent retail restocking cycles, leading to a shift in consumer behavior prioritizing essential purchases over discretionary spending [4] - Rising operational costs due to higher prices for packaging materials, ingredients, logistics, and promotional activities are putting pressure on profit margins [4] - Companies are increasingly focusing on innovation and digitization as key growth drivers, with a rising consumer interest in organic and clean beauty products [6] Company Performance - The Estee Lauder Companies is focused on restoring profitability through its Profit Recovery and Growth Plan, enhancing innovation, and expanding in high-growth markets [18] - e.l.f. Beauty is driving growth through innovation and digital engagement, maintaining a strong brand presence and commitment to inclusivity [22] - Helen of Troy is implementing a strategic plan to enhance brand building and operational scale, while also focusing on high-margin brands [26] - European Wax Center is well-positioned for long-term expansion, focusing on guest acquisition and enhancing operational productivity [30] Financial Metrics - The Zacks Cosmetics industry has underperformed the S&P 500, declining 13.4% over the past year compared to the S&P 500's growth of 20.3% [11] - The industry's current forward 12-month price-to-earnings (P/E) ratio is 27.07X, higher than the S&P 500's 23.35X and the sector's 16.39X [14] - The consensus estimate for The Estee Lauder's EPS has decreased by 0.4% to $2.06, while its stock has gained 66.2% in the past six months [19] - e.l.f. Beauty's EPS estimate has increased by 0.3% to $3.54, with the stock gaining 149.8% in the past six months [23] - Helen of Troy's EPS estimate remains unchanged at $4.62, with the stock losing 37.4% in the past six months [27] - European Wax Center's EPS estimate is unchanged at 69 cents, with the stock gaining 11.7% in the past six months [31]

The upcoming report from Helen of Troy (HELE) is expected to reveal quarterly earnings of $0.54 per share, indicating a decline of 55.4% compared to the year-ago period. Analysts forecast revenues of $418.83 million, representing a decline of 11.7% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company reveals its earnings, it ...

Group 1 - Helen of Troy Limited (NASDAQ: HELE) operates in the global consumer products sector and owns notable brands such as OXO, Hydro Flask, Vicks, and Revlon [1] - The company is categorized as a small-cap stock, indicating its market capitalization is relatively low compared to larger companies [1]

Core Viewpoint - Helen of Troy Limited will release its second quarter fiscal year 2026 results on October 9, 2025, before the stock market opens [1] Company Announcement - The company will conduct a conference call to discuss the second quarter fiscal year 2026 results on the same day, October 9, 2025, at 9:00 a.m. Eastern Time [1]

Core Insights - OXO's Chefs in Residence program enters its fifth year with a focus on emotional storytelling and globally inspired cooking, themed "Cook the Mood" [1][2][3] Group 1: Chefs and Their Contributions - Executive Chef Fariyal Abdullahi and Founder Danielle Sepsy are the new chefs in residence, sharing recipes that connect emotions with culinary expression [1][2][3] - Abdullahi blends her Ethiopian heritage with sustainable practices, having trained at top culinary institutions and worked at renowned restaurants [4] - Sepsy, known as "The Scone Queen," runs a successful wholesale bakery and is recognized for her innovative takes on classic recipes [5][6] Group 2: Program Features and Goals - The program aims to transform everyday meals into meaningful moments, encouraging home cooks to explore their creativity [1][2] - Content will be shared across OXO's digital platforms, including original recipes and practical cooking tips [3][7] - OXO has a long-standing reputation for innovative design, enhancing everyday life with functional kitchen tools [8] Group 3: Company Background - OXO is part of Helen of Troy Limited, a global consumer products company with a diverse portfolio of trusted brands [9]

Financial Data and Key Metrics Changes - The meeting discussed the voting results for the election of directors and the approval of executive compensation, stock incentive plans, and auditor appointments, indicating a positive shareholder response to management proposals [16][19]. Business Line Data and Key Metrics Changes - Specific financial data and performance metrics for individual business lines were not disclosed during the meeting [20]. Market Data and Key Metrics Changes - No specific market data or key metrics changes were provided in the meeting [20]. Company Strategy and Development Direction and Industry Competition - The company continues to focus on governance and shareholder engagement, as evidenced by the proposals presented at the annual meeting [10][12]. Management's Comments on Operating Environment and Future Outlook - Management did not provide detailed comments on the operating environment or future outlook during this meeting [20]. Other Important Information - The meeting was conducted virtually, and shareholders were able to submit questions and vote online [3][5]. - The final results of the voting will be disclosed in a Form 8-K filed with the Securities and Exchange Commission [19]. Q&A Session All Questions and Answers - There were no specific questions and answers recorded during the meeting, but management indicated that answers to submitted questions would be posted on the investor relations website [20].

Core Insights - Osprey Packs is enhancing its commitment to trail running with a revamped collection of running packs and hydration accessories for spring 2026, focusing on performance, comfort, and simplicity [1][9] - The new Duro | Dyna Pro series is the centerpiece of this collection, designed in collaboration with elite athletes and tested on challenging trails [2][3] Product Details - The Duro | Dyna Pro series includes vests in 7-liter (MSRP $175) and 10-liter (MSRP $195) volumes, along with the Duro Dyna Pro Belt (MSRP $60) and Duro Dyna Pro Quiver (MSRP $25) [2] - The Duro | Dyna Pro vest features ultralight design, superior breathability, and intuitive pocket placements for easy access to essentials [3][4] - The Duro Dyna Pro Belt offers a low-profile solution with removable bungee ties for pole carry and is constructed from bluesign®-approved recycled polyester [5][6] - The Duro Dyna Pro Quiver is designed for mid-run efficiency, featuring a stable carry system for trekking poles and compatibility with the new vests [7] Design Enhancements - The entire Duro | Dyna family has been updated for spring 2026 with lighter and softer materials, including a 360-degree stretch structured mesh fabric and improved flask pocket designs [8] - These enhancements aim to improve fit, comfort, and stability during runs, reducing bounce and friction [8] Availability - Osprey's spring 2026 collection, including the new Duro | Dyna models, will be available in February 2026 through their website and specialty retailers in over 60 countries [9]

Core Insights - Osprey Packs is launching a new collection of bike packs for spring 2026, catering to various types of bikers with a focus on performance and reliability [1][11] Product Offerings - The new Syncro series includes three models: Syncro 5 (MSRP $160), Syncro 12 (MSRP $180), and Syncro 20 (MSRP $195), designed for advanced riders with features like AirSpeed™ suspension and adjustable torso length [3][4] - The Raptor | Raven LT series, priced at MSRP $140, is tailored for technical rides, featuring a lightweight design and made from 100% recycled materials [4][5] - The Berm series, aimed at newer riders, includes models Berm 2 (MSRP $75), Berm 4 (MSRP $85), Berm 8 (MSRP $95), and Berm 12 (MSRP $115), focusing on ergonomic design and hydration [8][6] - The Seral | Savu models provide a minimalist option for mountain bikers, with the Seral 4 (MSRP $95) and Seral 7 (MSRP $115) featuring a lumbar reservoir [9][10] Sustainability and Brand Background - Osprey emphasizes sustainability by using high-quality, bluesign® approved materials and promoting a safe chemical process in their production [5][13] - The company has been in operation since 1974, providing innovative carry solutions for outdoor enthusiasts [12]