Sally Beauty (SBH) Q2 Earnings Beat Estimates

Core Insights - Sally Beauty reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.39 per share, and showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of 7.69% [1] - The company posted revenues of $883.15 million for the quarter ended March 2025, which was 1.99% below the Zacks Consensus Estimate and a decrease from $908.36 million in the same quarter last year [2] - Over the last four quarters, Sally Beauty has surpassed consensus EPS estimates three times but has only topped revenue estimates once [2] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $941.48 million, and for the current fiscal year, it is $1.83 on revenues of $3.72 billion [7] - The estimate revisions trend for Sally Beauty is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Retail - Miscellaneous industry, to which Sally Beauty belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another competitor in the same industry, Ulta Beauty, is expected to report quarterly earnings of $5.73 per share, reflecting a year-over-year decline of 11.4%, with revenues projected at $2.79 billion, up 2.2% from the previous year [9][10]