Sally Beauty(US:SBH) ZACKSยท2025-05-12 14:30Core Insights - Sally Beauty reported revenue of $883.15 million for the quarter ended March 2025, reflecting a year-over-year decline of 2.8% and an EPS of $0.42, up from $0.35 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $901.1 million, resulting in a surprise of -1.99%, while the EPS exceeded the consensus estimate of $0.39 by 7.69% [1] Financial Performance Metrics - Comparable sales growth for Sally Beauty Supply was -0.3%, compared to the average estimate of 0.1% from three analysts [4] - Comparable sales growth for Beauty Systems Group was -2.7%, against the average estimate of -0.4% [4] - Consolidated comparable sales growth was -1.3%, compared to the average estimate of -0.1% [4] Store Metrics - The total number of stores at the end of the period was 4,446, slightly below the average estimate of 4,450 [4] - The number of stores for Sally Beauty Supply was 3,117, compared to the estimated 3,121 [4] - The Beauty Systems Group had 1,329 stores, matching the average estimate [4] Sales and Operating Income - Net sales for Sally Beauty Supply were $500.58 million, below the average estimate of $507.67 million, representing a year-over-year decline of 2.5% [4] - Net sales for Beauty Systems Group were $382.57 million, compared to the average estimate of $392.35 million, reflecting a year-over-year decline of 3.2% [4] - Operating income for Beauty Systems Group was $43.93 million, below the average estimate of $49.88 million [4] - Operating income for Sally Beauty Supply was $77.31 million, compared to the average estimate of $83.74 million [4] Stock Performance - Over the past month, shares of Sally Beauty have returned -3.8%, while the Zacks S&P 500 composite has changed by +3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]