Sally Beauty(US:SBH) ZACKS·2025-11-06 16:00Company Overview - Sally Beauty (SBH) is expected to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings projected at $0.49 per share, reflecting a -2% change, and revenues expected to be $933 million, down 0.2% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for November 13, and the stock may experience upward movement if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their outlook for the company [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Sally Beauty is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.03%, suggesting a bearish sentiment among analysts regarding the company's earnings prospects [11]. - Despite the negative Earnings ESP, the stock holds a Zacks Rank of 3, making it challenging to predict a definitive earnings beat [11]. Historical Performance - In the last reported quarter, Sally Beauty exceeded the expected earnings of $0.42 per share by delivering $0.51, resulting in a surprise of +21.43% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times, indicating some level of reliability in surpassing expectations [13]. Market Context - The broader industry context includes MarineMax (HZO), which is expected to report a loss of $0.15 per share for the same quarter, reflecting a significant year-over-year decline of -162.5%, with revenues projected at $535.33 million, down 4.9% [17][18].