Sally Beauty Holdings Inc

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Best Buy Q2 Earnings Preview: Revenue Growth Expected

Best Buy will announce its Q2 earnings on Thursday before market open, with analysts expecting revenue to grow 1.5% year on year, in line with the 1.6% increase recorded in the same quarter last year. The company beat revenue expectations last quarter with $8.94 billion, up 1.9% year on year, but its full-year EPS guidance slightly missed estimates. Analysts have generally reconfirmed their estimates over the last 30 days, and Best Buy has missed revenue estimates multiple times over the past two years. Peers Warby Parker and Sally Beauty have already reported Q2 results, with Warby Parker missing revenue expectations by 1% and Sally Beauty meeting them, leading to respective share price moves of -9.6% and +10.6%. Best Buy shares are down 3.1% over the last month, trading at $85.70, with an average analyst price target of $83.40.

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Sally Beauty Beats Q3 Earnings, Narrows 2026 Sales Outlook

Sally Beauty Holdings posted fiscal third-quarter 2026 adjusted earnings of 55 cents per share, beating the Zacks Consensus Estimate of 53 cents. Net sales edged up 0.2% to $935.5 million while comparable sales were flat. The company narrowed its fiscal 2026 net sales guidance to $3.725-$3.733 billion from $3.725-$3.750 billion, and adjusted earnings guidance to $2.04-$2.08 per share from $2.02-$2.10. Sally Beauty Supply net sales rose 2.2% to $538.6 million, but Beauty Systems Group net sales fell 2.4% to $396.9 million. Fuel for Growth delivered $9 million of pretax benefits in the quarter, and management still expects approximately $45 million of fiscal 2026 benefits.

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Sally Beauty Stock Rises on Earnings Growth and New Product Plans

Shares of Sally Beauty Holdings rose after the specialty retailer reported progress toward sustainable earnings growth. Net sales inched up 0.2% year over year to $935 million in its fiscal third quarter, while comparable sales for stores open at least 14 months climbed 1.6% and e-commerce sales rose 11% to $110 million. Adjusted net earnings increased 4% to $54 million, and adjusted earnings per share climbed 8% to $0.55, boosted by stock buybacks. The company generated $62 million in free cash flow and raised its full-year earnings per share guidance to $2.04 to $2.08 on sales of roughly $3.7 billion. CEO Denise Paulonis said new categories such as fragrances and men's products should help Sally Beauty win more market share.

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Sally Beauty narrows fiscal 2026 outlook after flat third-quarter sales

Sally Beauty reported fiscal third-quarter net sales of $935 million, roughly flat from a year earlier, while adjusted diluted earnings per share rose 8% to $0.55. The Sally segment grew net sales 2.2% to $539 million with comparable sales up 1.6%, driven by strong color demand and e-commerce, whereas the Beauty Systems Group segment saw net sales decline 2.4% to $397 million amid continued softness in hair care. Adjusted gross margin expanded 40 basis points to 52.4%, supported by the Fuel for Growth cost-savings program, and the company generated $81 million in operating cash flow. Sally Beauty narrowed its full-year fiscal 2026 guidance, now expecting comparable sales growth of approximately 0.5%, adjusted diluted earnings per share of $2.04 to $2.08, and free cash flow of about $200 million.

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Dick's Sporting Goods leads Q1 specialty retail revenue growth but shares fall

Dick's Sporting Goods posted the fastest revenue growth among seven tracked specialty retailers in the first quarter, with sales surging 62.7% year on year to $5.16 billion, beating analyst estimates by 2.1%. Despite also delivering the highest full-year guidance raise in the group, Dick's shares have fallen 6.7% since the report. Bath and Body Works outperformed expectations with a 1.2% revenue beat and the highest guidance raise overall, sending its stock up 17.7%. Best Buy topped estimates by 1.3% on revenue of $8.94 billion and saw its stock jump 32.5%, while Sally Beauty posted the weakest results, missing EPS guidance significantly. Warby Parker exceeded revenue forecasts by 1.3% but issued the weakest full-year guidance update, though its stock still rose 21.9%.

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Sally Beauty delivers highest full-year guidance raise but weakest performance against estimates

Sally Beauty delivered the highest full-year guidance raise among the beauty and cosmetics retailer stocks tracked, but it had the weakest performance against analyst estimates and the weakest guidance update in the group. The company reported revenues of $903.4 million, up 2.3% year on year, in line with analysts' expectations. It was a mixed quarter with a solid beat of analysts' EBITDA estimates but next-quarter EPS guidance missing expectations. The stock is flat since the results and currently trades at $14.14.

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Sally Beauty Fair Value Estimate Cut to US$16.40 After Analyst Revisions

Sally Beauty Holdings' fair value estimate has been lowered from US$18.80 to US$16.40 following cautious revisions by analysts. TD Cowen and Morgan Stanley each reduced their price targets by US$3, reflecting concerns over execution risks and the timeline for operational improvements to materialize. The updated valuation incorporates a slight increase in revenue growth to 1.75%, a dip in net profit margin to 6.64%, a lower future P/E of 7.25x, and a reduced discount rate of 10.71%. Despite the reset, both firms continue to cover the stock, indicating an underlying belief in the company's core business.

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StockStory Highlights Primoris as a Small-Cap Winner, Flags Sally Beauty and AerSale as Underperformers

StockStory identifies Primoris as a small-cap stock to watch, while pointing to headwinds for Sally Beauty and AerSale. Primoris, with a market cap of $5.13 billion, has posted 16% annual revenue growth over five years and 29.1% annual EPS growth over two years, supported by 86.5% average backlog growth. Sally Beauty, valued at $1.29 billion, faces flat same-store sales and a lack of new store expansion, trading at 6.5x forward P/E. AerSale, at a $294.9 million market cap, saw flat sales and a 36.5 percentage point drop in free cash flow margin, trading at 0.9x trailing price-to-sales.

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