Sally Beauty Holdings, Inc. Earnings Recaps
Q1 2026
Feb 9, 2026
Sally Beauty Holdings, Inc. delivered a strong start to fiscal 2026 with top-line results and adjusted earnings per share exceeding expectations, despite a challenging macro environment.
Key takeaways
- Total sales reached $943 million with adjusted diluted EPS up 12% to $0.48, driven by strong gross margins of 51%.
- Sally's US and Canada segment saw comparable sales growth of 1.3%, supported by an 8% increase in the core color category.
- Ecommerce sales surged 20%, with significant contributions from marketplaces and key holiday promotions.
- Strategic exit from lower-margin full-service operations in Europe is expected to enhance profitability and simplify operations.
- Growth strategies focus on customer acquisition, particularly among millennials and Gen Z, leveraging innovative programs like licensed Colors on Demand.
Q4 2025
Nov 13, 2025
Sally Beauty Holdings achieved strong fourth-quarter results, with a 1.3% rise in comparable sales and elevated margins, while delivering a solid 12% increase in adjusted diluted earnings per share for the fiscal year 2025.
Key takeaways
- Fourth-quarter gross margin expanded by 100 basis points to 52.2%, complemented by an adjusted operating margin of 9.4%.
- Full-year revenue reached $3.7 billion, with adjusted diluted earnings per share growing to $1.90, up 12% year-over-year.
- Successful initiatives included maintaining a leadership position in color, launching the Sally Ignited brand refresh, and generating $46 million in incremental benefits from the Fuel for Growth program.
- Significant investments in digital channels and customer-centric strategies are poised to unlock further growth opportunities in fiscal 2026.
- Strong cash flow from operations of $275 million enabled strategic debt reduction and shareholder value through $50 million in share repurchases.