Key Takeaways SBH is set to report Q1 results on Feb. 9, with revenues up 0.6% y/y and EPS rising 9.3%.SBH benefited from resilient hair color demand across Sally Beauty Supply and Beauty Systems Group.SBH margins were aided by cost discipline and supply-chain gains, though cautious consumers posed risks.Sally Beauty Holdings, Inc. (SBH) is likely to register top and bottom-line growth when it reports first-quarter fiscal 2026 earnings on Feb. 9, before the opening bell. Investors are closely monitoring for ...

Continue Reading The beauty retailer is introducing category-expanding products with best-in-class innovation designed to meet the evolving needs of today's beauty consumer, only at Sally. PLANO, Texas, Jan. 27, 2026 /PRNewswire/ -- Sally Beauty, the industry-leading destination for professional- quality hair color, hair care, and nails, is expanding its innovation pipeline with advanced formulas and technology. designed to make high-performance beauty more accessible and affordable. Sally Beauty is debutin ...

DENTON, Texas--(BUSINESS WIRE)--Sally Beauty Holdings, Inc. (NYSE:SBH) (the "Company†), the leader in professional hair color, announced today that it will host a conference call and webcast on February 9, 2026, at 7:30 a.m. Central Time, to discuss its first quarter financial results. A copy of the press release announcing the first quarter financial results is expected to be made available on February 9, 2026, before the U.S. financial markets open on the Company's website sallybeautyholdings.com/invest ...

Group 1 - The 2026 Annual Meeting of Stockholders for Sally Beauty Holdings, Inc. is being held virtually [2][3] - Denise Paulonis serves as the Director, President, and Chief Executive Officer of Sally Beauty Holdings, Inc. [2] - The meeting agenda includes introducing the Board of Directors, voting on proposals, reporting preliminary voting results, and addressing questions after adjournment [3][4] Group 2 - The Board of Directors includes various experienced professionals from different industries, enhancing the company's governance [4] - Notable members of the Board include Rachel Bishop, Jeffrey Boyer, and Diana Ferguson, among others [4]

Core Viewpoint - Sally Beauty Holdings, Inc. (NYSE:SBH) is recognized as one of the best-performing affordable stocks under $40, having gained over 53% in the past six months, with a positive outlook from Wall Street ahead of its fiscal Q1 2026 earnings release scheduled for January 29, 2026 [1] Group 1: Analyst Ratings and Price Targets - Oliver Chen from TD Cowen maintained a Buy rating on SBH with a price target of $17 [2] - Canaccord Genuity analyst Susan Anderson also maintained a Buy rating without disclosing a price target, highlighting the company's strategic initiatives and market position [2] - Analysts noted the success of the Sally Ignited initiative, which aims to modernize the brand through remodeled stores and curated product selections, with expectations for significant expansion in the coming years [2] Group 2: Digital Capabilities and Customer Engagement - The company's investment in digital capabilities, particularly the Licensed Colorist on Demand tool, is driving customer engagement [3] Group 3: Financial Expectations - Wall Street anticipates Sally Beauty Holdings, Inc. to report $939.63 million in revenue and a GAAP EPS of $0.46 for fiscal Q1 2026 [4] - Management has indicated that net sales are expected to be in the range of $935 million to $945 million, with adjusted EPS projected between $0.43 and $0.47 [4] Group 4: Company Overview - Sally Beauty Holdings, Inc. is an international specialty retailer focusing on professional beauty supplies, operating through two segments: Beauty Systems Group (BSG) and Sally Beauty Supply [5]

Core Thesis - The investment thesis for Sally Beauty (SBH) is based on the expectation of rapid EPS growth driven by significant stock buybacks and an efficiency plan aimed at cost reduction [1] Financial Performance - The implementation of the efficiency plan is anticipated to further enhance EPS by lowering operational costs [1] Investment Strategy - The focus is on long-term investment opportunities, with a strategy to hold stocks for several years, particularly in sectors like restaurants, retailers, and food manufacturers [1]

Core Insights - Sally Beauty Holdings, Inc. (SBH) and Coty Inc. (COTY) represent two distinct business models in the global cosmetics industry, with SBH focusing on specialty retail and professional beauty supply distribution, while COTY operates as a brand-driven manufacturer across various beauty categories [1][2] Business Models - Sally Beauty operates 4,422 stores globally, serving both DIY consumers and licensed professionals, with hair color being its largest and most resilient category [3] - Coty is a global beauty manufacturer with products sold in over 130 countries, with fragrance as its core strength and largest category [4] Growth Strategies - Sally Beauty emphasizes consistency and efficiency, achieving 1.3% consolidated comparable sales growth in Q4 fiscal 2025 and expanding gross margins to 52.2% [5][11] - Coty is pursuing a transformational approach, with mid-single-digit growth in its prestige fragrance category and ongoing integration of its fragrance operations [6] Digital Strategy - Sally Beauty's global e-commerce contributed 11.1% of net sales in Q4 fiscal 2025, focusing on profitability and customer lifetime value [7] - Coty has a larger digital presence, with e-commerce representing around 20% of sales, expanding partnerships in global e-commerce and social commerce [8] Financial Performance - Sally Beauty reported 1.3% comparable sales growth in Q4 fiscal 2025, generating $216 million in free cash flow and ending the year with a net leverage of 1.6x [10][11] - Coty experienced an 8% like-for-like revenue decline in Q1 fiscal 2026, with adjusted EBITDA falling 18% year over year [13] Outlook - Sally Beauty anticipates flat to modest comparable sales growth in fiscal 2026, supported by its core hair color category [12] - Coty expects a recovery in the second half of fiscal 2026, driven by fragrance launches and productivity savings [14] Consensus Estimates - The Zacks Consensus Estimate for Sally Beauty's fiscal 2026 EPS indicates an 8.4% year-over-year increase, while Coty's shows a 90.9% increase [15][16] Price Performance - Over the past year, Sally Beauty shares gained 24.3%, while Coty shares declined by 53.4% [18] - Sally Beauty trades at a forward P/E ratio of 7.14, while Coty's is at 7.23 [19] Investment Perspective - Sally Beauty is viewed as a more attractive near-term opportunity due to its focus on professional hair color and strong cash flow generation, while Coty remains in a transitional phase with higher volatility [20]

Company Overview - Sally Beauty Holdings, Inc. is an international specialty retailer and distributor of professional beauty supplies, headquartered in Denton, TX [12] - It is one of the largest distributors of beauty products in the United States, offering a wide selection of products including hair color, styling tools, and skin and nail care items [12] - The company operates 3,096 stores under the Sally Beauty Supply segment and 1,198 stores under the Beauty Systems Group segment, with a presence in the U.S., Puerto Rico, and several other countries [12] Investment Ratings - Sally Beauty is rated 2 (Buy) on the Zacks Rank, indicating a favorable investment outlook [13] - The company has a VGM Score of A, suggesting strong potential across value, growth, and momentum metrics [13] Growth Potential - Sally Beauty is projected to have year-over-year earnings growth of 8.4% for the current fiscal year [13] - Recent upward revisions by three analysts in the last 60 days have increased the Zacks Consensus Estimate for earnings to $2.06 per share, reflecting a positive trend [13] - The company has an average earnings surprise of +10.3%, indicating a history of exceeding earnings expectations [13] Conclusion - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, Sally Beauty is positioned as a strong candidate for growth investors [14]

Core Viewpoint - Sally Beauty (SBH) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on an upward trend in earnings estimates, which significantly influences stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the importance of earnings estimate revisions, which are strongly correlated with near-term stock price movements [4][6]. - For the fiscal year ending September 2026, Sally Beauty is expected to earn $2.06 per share, with a 3% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade of Sally Beauty to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Core Insights - The article discusses the investment strategy and offerings of BAD BEAT Investing, particularly focusing on Sally Beauty Holdings, Inc. (SBH) as a stock of interest [1] Group 1: Company Overview - BAD BEAT Investing is led by Quad 7 Capital, a team of 7 analysts with nearly 12 years of experience in identifying investment opportunities [1] - The company has a proven track record, notably calling for a market sell-off in February 2020 and maintaining an average position of 95% long and 5% short since May 2020 [1] Group 2: Investment Strategy - BAD BEAT Investing emphasizes short- and medium-term investments, income generation, special situations, and momentum trades [1] - The company aims to educate investors on market dynamics and trading strategies through a comprehensive playbook, providing in-depth research with clear entry and exit targets [1] Group 3: Membership Benefits - Members of BAD BEAT Investing gain access to well-researched trade ideas, multiple chat rooms, daily analyst upgrade/downgrade summaries, and resources for learning basic options trading [1] - The service is currently offering a promotional discount of 22% on the trial price, reducing it from $99 to $77 [1]