Helen of Troy Q1 Earnings Coming Up: What Investors Need to Know

Core Insights - Helen of Troy Limited (HELE) is expected to report a decline in both revenue and earnings for the first quarter of fiscal 2026, with revenues estimated at $399.3 million, reflecting a 4.2% decrease from the previous year [1][2] - The earnings per share (EPS) estimate remains unchanged at 91 cents, indicating an 8.1% decline compared to the same quarter last year [2] Economic Environment - The company is facing a challenging macroeconomic environment characterized by softening consumer demand, tighter retailer inventory levels, and persistent inflationary pressures [2][3] - Financially strained consumers are prioritizing essential items, leading to a decline in discretionary spending [2] Company Performance Challenges - Helen of Troy is experiencing rising selling, general and administrative (SG&A) expenses due to increased marketing investments [3] - The company anticipates a weaker-than-usual first quarter due to multiple headwinds, including conservative retailer ordering patterns and paused direct import shipments from China due to elevated tariff levels [4] - International revenues are expected to decline, particularly due to weaker sales in China amid ongoing trade tensions [4] Earnings Outlook - The current model does not predict an earnings beat for Helen of Troy, as it holds a Zacks Rank of 5 (Strong Sell) and an Earnings ESP of 0.00% [5]