Sally Beauty(US:SBH) ZACKSยท2025-09-08 17:15Core Insights - Sally Beauty Holdings, Inc. (SBH) is focusing on strategic priorities such as customer engagement, high-margin owned brands, and innovation to enhance its market position as a leading beauty retailer [1][10] - The company is undergoing a brand refresh to transition from a beauty supply house to a modern specialty beauty retailer, unifying its brand messaging around hair to attract a broader customer base [2][10] Customer Experience and Operational Strategy - Sally Beauty is prioritizing the customer journey and operational excellence to create a seamless in-store experience, with the Happy Beauty concept aimed at delivering value-driven beauty experiences [3][10] - The company is seeing positive trends in its Happy Beauty stores, particularly in mall locations, and is focusing on indie beauty brands and trending categories like Korean beauty and fragrances [4][10] Financial Performance and Growth Projections - SBH's shares have increased by 38.8% year-to-date, outperforming the industry average growth of 10.4% [6] - The company trades at a forward price-to-earnings ratio of 7.28X, significantly lower than the industry average of 18.95X [7] - The Zacks Consensus Estimate indicates year-over-year earnings per share (EPS) growth of 8.9% for fiscal 2025 and 9.1% for fiscal 2026, with recent estimates trending upward [8][11]