Helen of Troy (NasdaqGS:HELE) Q2 2026 Earnings Call October 09, 2025 09:00 AM ET Company ParticipantsScott Uzzell - CEOOlivia Tong - Managing DirectorRobert Labick - PresidentAnne Rakunas - Director of External CommunicationsBrian Grass - CFOTracy Schuerman - Assistant CFOSusan Anderson - Managing DirectorConference Call ParticipantsPeter Grom - Equity Research AnalystRupesh Parikh - Senior Equity Research AnalystOperatorGreetings.Welcome to Helen of Troy's second quarter fiscal 2026 earnings call. At this ...

Helen of Troy (NasdaqGS:HELE) Q2 2026 Earnings Call October 09, 2025 09:00 AM ET Company ParticipantsScott Uzzell - CEOOlivia Tong - Managing DirectorRobert Labick - PresidentAnne Rakunas - Director of External CommunicationsBrian Grass - CFOTracy Schuerman - Assistant CFOSusan Anderson - Managing DirectorConference Call ParticipantsPeter Grom - Equity Research AnalystRupesh Parikh - Senior Equity Research AnalystOperatorGreetings.Welcome to Helen of Troy's Second Quarter Fiscal 2026 earnings call. At this ...

Helen of Troy (NasdaqGS:HELE) Q2 2026 Earnings Call October 09, 2025 09:00 AM ET Speaker7Greetings.Speaker0Welcome to Helen of Troy's second quarter fiscal 2026 earnings call. At this time, all participants are in listen-only mode. The question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press 0 from your telephone keypad. Please note that this conference is being recorded. I'll now turn the conference over to Anne Rakuna ...

Core Insights - Helen of Troy Limited (HELE) is experiencing a management shake-up and is facing challenges due to tariffs, with expected earnings decline of 15.6% in fiscal 2026 [1][7] Financial Performance - In the fourth quarter of fiscal 2025, Helen of Troy reported earnings of $2.33, missing the Zacks Consensus by a penny, which was $2.34 [2] - Sales for the same quarter fell by 0.7% year-over-year [2] Management Changes - The CEO, Noel Geoffroy, resigned on May 2, 2025, following the earnings report, and Brian Grass, the CFO, was appointed as interim CEO [8] Tariff Impact and Mitigation Strategies - Helen of Troy has significant exposure to tariffs and did not provide guidance for fiscal 2026, indicating a grim outlook [3][4] - The company aims to reduce its cost of goods sold exposed to China tariffs to less than 20% by the end of fiscal 2026 [5] - To mitigate tariff risks, the company is diversifying production outside of China and considering price increases to customers [4][5] Analyst Reactions - Analysts have cut fiscal 2026 earnings estimates, with the Zacks Consensus dropping from $7.76 to $6.05, reflecting a 15.6% decline from the previous fiscal year earnings of $7.17 [7] Stock Performance - Shares of Helen of Troy have decreased by 58.9% year-to-date and are trading at new 5-year lows [9] - The company has a forward price-to-earnings (P/E) ratio of 4.2, which raises concerns given the recent earnings estimate cuts [11]