HELE

A month has gone by since the last earnings report for Helen of Troy (HELE). Shares have added about 5.1% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Helen of Troy due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Helen of Troy Limited reported first-quarter fiscal 2027 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. Management raised net sales guidance for fiscal 2027. Helen of Troy posted adjusted earnings of 17 cents per share, beating the Zacks Consensus Estimate of 2 cents. However, the bottom line declined 58.5% from 41 cents reported in the year-ago period.The company reported net sales of $402.1 million, which beat the Zacks Consensus Estimate of $375 million. The top line increased 8.2% from $371.7 million posted in the year-ago period, driven by growth across both business segments. Home & Outdoor benefited from strong international demand for packs, successful new product launches and a favorable comparison to the prior year due to tariff-related order timing. Beauty & Wellness growth was led by strong sales of nail care products, fans and thermometers.The consolidated gross margin decreased 110 basis points to 46% in the quarter, primarily due to the net unfavorable impact of tariffs, higher inventory obsolescence costs compared with the prior year and a less favorable customer mix within Home & Outdoor. The consolidated SG&A ratio decreased to 31% from 45.1% posted in the year-ago period, reflecting a $54.9 million pre-tax gain from the sale of a distribution facility, lower outbound freight costs, reduced depreciation and amortization, favorable operating leverage and the absence of $3.5 million in CEO succession costs incurred in the prior-year period.The adjusted operating income remained flat at $16.1 million, while the adjusted operating margin decreased 30 bps to 4%. The margin compression was primarily caused by tariff-related cost pressures, a less favorable inventory obsolescence impact year over year and an unfavorable customer mix within Home & Outdoor, partially offset by reduced outbound freight costs and favorable operating leverage. Net sales in the Home & Outdoor segment increased 9.5% to $194.9 million, driven by strong international demand for technical, lifestyle and travel packs, new product launches, expanded distribution in the home and insulated beverageware categories, and a favorable comparison to the prior year due to tariff-related order timing. These gains were partially offset by lower international sales in the home and insulated beverageware categories.Home & Outdoor adjusted operating income increased 39.2% to $12.3 million, while the segment adjusted operating margin increased 130 bps to 6.3%.Net sales in the Beauty & Wellness segment gained 7% to $207.2 million, driven by growth in nail care from new and expanded distribution, higher fan and thermometer sales benefiting from an easier comparison against prior-year tariff-related direct import cancellations and disruptions in the China thermometry market, and incremental sales from new Wellness product launches.Beauty & Wellness adjusted operating income declined 48.2% to $3.8 million, while the segment adjusted operating margin decreased 190 bps to 1.8%. Helen of Troy ended the quarter with cash and cash equivalents of $21.7 million and total short and long-term debt of $716.1 million. Net cash used by operating activities for the fiscal first quarter was $0.6 million. The free cash flow for the same period was negative $6.4 million. For fiscal 2027, the company raised its net sales guidance to $1.759-$1.831 billion, from the previous range of $1.751-$1.822 billion. The updated outlook includes Home & Outdoor sales of $859-$884 million (previously $854-$882 million) and Beauty & Wellness sales of $900-$947 million (previously $897-$940 million).Adjusted earnings are still expected in the range of $3.25 to $3.75 per share, with adjusted EBITDA of $190 million to $197 million and free cash flow of $85 million to $100 million.Management expects continued inflationary pressures, weak discretionary demand, cautious retailer inventory management and a highly promotional environment. The outlook assumes current tariff rates remain in place, includes $9.2 million in Phase 1 tariff refunds and excludes potential future refunds due to uncertainty. It also factors in higher product and freight costs, unfavorable Chinese yuan movements, and ongoing geopolitical and supply-chain risks that may increase input costs and disrupt supply. It turns out, estimates revision have trended upward during the past month. The consensus estimate has shifted 9.09% due to these changes. At this time, Helen of Troy has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Charting a somewhat similar path, the stock has a score of B on the value side, putting it in the top 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Helen of Troy has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Helen of Troy Limited (HELE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance in Q1 exceeded expectations across both segments, driven by disciplined execution and the lapping of prior-year tariff-related disruptions. Management is evolving the operating model by designating five dedicated segment general managers with full P&L ownership to move decision-making closer to the consumer. The company is shifting toward a 'growth-first' model, prioritizing the quality of revenue by reducing exposure to lower-margin channels and focusing on higher-value products. Strategic innovation is driving share gains in key categories, specifically citing Osprey's travel solutions and OXO's expansion into the high-growth pet category. Operational discipline is being strengthened through improved demand planning and a more connected approach to linking demand signals with inventory decisions. International growth is being accelerated via a new agile hybrid model that pairs local partners with direct consumer engagement to scale more efficiently. Full-year revenue guidance was raised slightly, though Management expects a low single-digit sales decline in the second half of the year as the impact of prior-year supply and tariff disruptions moderates, resulting in less year-over-year recovery to capture. The outlook assumes significant cost inflation from commodity inputs, unfavorable currency fluctuations, and increased freight expenses exacerbated by Middle East conflicts. Management plans to reinvest the majority of any over-performance and potential tariff refunds back into brand building, innovation, and people to ensure durable long-term growth. Guidance incorporates a conservative 'supply risk' buffer of approximately $15 million to account for potential geopolitical disruptions in the global supply chain. The company expects roughly 20% of total annual adjusted EPS to occur in the first half of the year due to the timing of brand investments and higher tariff costs cycling through inventory. Q1 results included a $55 million pre-tax gain from the sale of a distribution facility, with proceeds used to reduce outstanding debt. The company recognized a $1.8 million pre-tax benefit from Phase I tariff refunds, with an estimated $9.2 million total benefit expected for the full year. Gross profit margin decreased 110 basis points, primarily due to the net unfavorable impact of tariffs and less favorable customer mix within the Home and Outdoor segment. Management highlighted $71 million in previously paid tariffs that are not yet included in the refund outlook due to uncertainty regarding collection timing. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management expects the bulk of Phase I refunds to be collected in Q2, while future phases may be spread across several quarters into fiscal 2028. Refunds will be used as a strategic 'flywheel' to fund brand reinvestment or as a buffer to mitigate unexpected inflationary pressures. The $15 million revenue risk adjustment is a conservative estimate based on specific 'pinch points' in the supply chain rather than systemic failure. Recent geopolitical escalations in the Middle East validated the decision to maintain a cautious revenue outlook for the remainder of the year. Approximately 80% of planned price increases have been successfully implemented and are holding in the market. While unit volumes are down in some areas, dollar growth is exceeding original elasticity assumptions, though management remains ready to adjust if consumer response shifts. Excluding the high-performing Olive & June brand, the core beauty business is not yet at desired performance levels. Management is seeing early 'bright spots' in point-of-sale trends that suggest the portfolio is beginning to move in the right direction.

Image source: The Motley Fool. Wednesday, July 8, 2026 at 9 a.m. ET Director, External Communications - Anne Rakunas Chief Executive Officer - Scott Uzzell Chief Financial Officer - Brian Grass Operator: Greetings. Welcome to the Helen of Troy Limited's first quarter fiscal 2027 earnings call. At this time, all participants will be in listen-only mode. The question and answer session will follow today's formal presentation. If anyone should require operator assistance during the conference, please press star zero from your telephone keypad. Please note this conference is being recorded. At this time, I'll turn the conference over to Anne Rakunas, Director, External Communications. Thank you, Anne. You may now begin. Anne Rakunas: Thank you, operator. Good morning, everyone. Welcome to Helen of Troy's first quarter fiscal 2027 earnings conference call. The agenda for the call this morning is as follows: I will begin with a brief discussion of forward-looking statements. Scott Uzzell, our CEO, will then share his thoughts and areas of focus. Brian Grass, our CFO, will provide an overview of our financial performance in the first quarter and outline our expectations for the full year fiscal 2027. Following our prepared remarks, we'll open up the call for Q&A. This conference call may contain forward-looking statements that are based on management's current expectation with respect to future events or financial performance. Generally, the words "anticipates," "believes," "expects," and other similar words are words identifying forward-looking statements. Forward-looking statements are subject to a number of risks and uncertainties that could cause anticipated results to differ materially from the actual results. This conference call may also include information that may be considered non-GAAP financial information. These non-GAAP measures are not an alternative to GAAP financial information and may be calculated differently than the non-GAAP financial information disclosed by other parties. The company cautions listeners not to place undue reliance on forward-looking statements or non-GAAP information. Before I turn the call over to Scott, I would like to inform all interested parties that a copy of today's earnings release can be found on the investor relations section of our website by scrolling to the bottom of the homepage. The earnings release contains tables that reconcile non-GAAP financial measures to their corresponding GAAP-based measures. We've also posted an investor presentation to our website. With that, I will now turn the conference call over to Scott. Scott Uzzell: Good morning, everyone. Thank you for joining us. When we last spoke, we laid out our ambition to be a better company on the road to being a bigger company. Today, I want to share our progress on being a better Helen of Troy. We are focused on getting closer to the consumer, sharpening how we run our business. We're starting to see early evidence we're making progress. Our quarter one sales results came in ahead of our expectations across both our business segments. Our margin EPS performance reflect deliberate investment in brands, innovation, and people as we focus on building more consistent, durable enterprise, not just a quarter or two of improvement. While we're encouraged by a solid start to the fiscal year, we remain clear-eyed. This is the first year of a multi-year roadmap, one we laid out for you in April at our April earnings call. We're focused on the work to be done to make Helen of Troy reach our potential. The long-term lens is particularly important as we continue to navigate a dynamic operating environment. The consumer remains under pressure, and we're managing through a more volatile cost environment. We're taking disciplined actions to balance near-term margin pressures while positioning the business for the long term. As we've said before, we cannot control the macros, but we can control how we execute within it. While we're executing well and where we're executing well, we are winning. Our North America POS, these are track channels, we saw consolidated growth year-over-year, concentrated in Braun, Osprey, OXO, and Olive & June. On a sequential basis compared to fourth quarter, trends improved in key areas with the biggest improvement in beauty and wellness. Some brand call-outs include Osprey's Daylite and Transporter expandable travel packs that deliver consumer-relevant solutions, seamlessly converting from a personal item to an airline-approved carry-on. This is differentiated innovation over-delivering against financial targets and driving meaningful share gains. OXO successfully extends the brand's award-winning performance and intuitive design into the high-growth pet category with a range of new products spanning feeding bowls, stands, mats, storage solutions, positioning the brand to capture incremental demand and expanding adjacent categories. Braun's blood pressure monitors launched in mass channels last fall. They combine medical-grade accuracy with simplicity. They are outperforming plan and stand out as the only products in the category gaining share at the world's largest mass retailer based in the U.S. Olive & June launched an out-of-this-world collaboration with Star Wars, The Mandalorian and Grogu, bringing consumer collectibles exclusive and culturally resonant products that elevate the brand and drive engagement at scale. These results reflect a simple point. Brands that deliver meaningful innovation and meet real consumer needs can continue to win, even in a more cautious spending environment. As we said last quarter, fiscal 2027 is about restoring momentum by focusing on editing and amplifying the priorities and actions of the enterprise by directing our time, capital, and attention toward the highest impact opportunities. Our actions are guided by three pillars. First, consumer-first innovation. Second, commercial and operational excellence. Third, our people and culture. As we reenergize our organization, we want to ensure that we have the capabilities to win. Our approach is intentional. We're focused first on strengthening operational discipline and improving how the business runs before we lean more fully into broader brand acceleration. In Q1, we've made meaningful progress against these priorities that form key elements of our three pillars, making our consumer-centered offense reality, going from the abstract to how do we make this real. It's about how we organize and what we do every day. First, we're sharpening how we run the business. Fewer priorities, clearer choices, more consistent execution against the things that matter most. A key step in executing our strategy is how we are evolving our operating model. We are reshaping the organization to move closer to our consumers, putting the energy, the inertia, the focus, the decision-making closer to our consumer and marketplace. This is about building brands and products that deliver utility and style. This is how amazing brands are built and create magical connections with their consumers. This can only happen when leaders live in the cultural space and life of the consumer, so they can take consumers to new places. Our new Helen of Troy offense will enable this to be a cornerstone of our company of the future. Under this model, we've designated five dedicated segment general managers, each with full ownership of the brand portfolio, including strategy, innovation, commercial execution, and business results. These roles are a mix of internal leaders stepping into expanded roles as well as recruiting external talent to broaden the capabilities of the organization. A deliberate combination that gives us both continuity and fresh perspective without materially increasing operating costs. We've also formalized three geographic or geo general managers roles to stitch and accelerate brand development beyond the North American borders. It's strategic, it's intentional, it's focused brand building in the right global markets to better leverage our strong international structure that's already in place. The result is dedicated leaders who live and breathe a focused consumer segment or marketplace rather than balancing competing priorities across multiple brands. We expect this will free up our segment presidents to do what they do best, clear the forest for strategic growth by scaling enterprise solutions, advancing cross-portfolio opportunities, and shaping our long-term strategic agenda. We believe this will result in a company closer to the consumer with sharper ownership, faster decision-making, and the leadership firepower to unlock full potential of our brands. This is the natural next step in the operating model evolution we described last quarter. Second, we're strengthening the fundamentals of our commercial and operational execution. We've identified clear priorities to operate with greater discipline. We are moving quickly to address them. This starts with pricing discipline. Our previous pricing actions now in place across our major brands are largely holding in the market. Though we continue to monitor retailer and consumer response in select areas where elasticity has been higher than expected. A related focus is improving the quality of our revenue, being more deliberate about our product and channel mix, reducing exposure to lower margin channels, and shifting towards higher value products and customers. We are also bringing greater consistency to how we price and promote, ensuring we drive demand in ways that protect brand value. At the same time, we are improving alignment across sales, marketing, and product with a sharper focus on higher impact products and our most important customers. At its core, this work is about bringing greater control and consistency to how we operate across channels and with our customers. In parallel, we're strengthening the core capabilities that enable consistent execution. In e-commerce, we are bringing greater discipline to how we show up across channels, starting with pricing alignment and improving marketplace dynamics, including addressing third-party sellers to create a more consistent presence. We'll also continue to improve our digital shelf and retail media effectiveness, areas where we see meaningful opportunity. In demand planning, we're in the early stages of building a more connected approach to forecasting, improving how we link demand signals, promotional plans, and inventory decisions. While we're doing all these things every day, we're maintaining a disciplined approach to capital allocation and balance sheet management as we strengthen the foundations of the business. Lastly, we're making progress in how decisions get made. We are simplifying processes, reducing unnecessary complexity, and pushing decision-making closer to the consumer and marketplace. As a result, we are already seeing faster decision-making across the organization. Our brand teams are collaborating more closely on incremental distribution opportunities. Our marketing and product teams are actively deploying test and learn models to try new tactics and measure results before scaling. These changes are fostering a more efficient operating model with clear ownership, one that enables us to act with clarity and control. At the same time, we're continuing to invest our time and resources in growth. Our approach is disciplined. We're targeting areas where we have a clear right to win and where the returns are compelling. A great example of this is in our international business. We plan to accelerate growth by evolving how we go to market, leaning into a more agile hybrid model that pairs strong local partners that know the market with direct consumer engagement with our brands. It's a more flexible approach at helping us move a lot faster, execute better, and build stronger connection with consumers as we scale into specific global markets. We'll share more about this later this fall. We're being deliberate in these investments, ensuring that we're aligned with the near-term priorities and our ability to execute. As we look ahead, our focus remains on execution, on giving you visible markers of progress. We'll have more to share in the coming quarters. To bring it all together, we're encouraged by how the year is starting and the progress we're seeing. Our focus now is staying disciplined, building consistency, and continuing to get better at how we operate. Execution will drive the rest of the year, delivering great problem-solving products, moving on key commercial priorities, and managing through cost volatility. We've still got work to do, but we're headed in the right direction, and we're building on a strong foundation to unlock full potential of our portfolio and drive more consistent long-term growth. With that, I'll turn it over to Brian. Brian Grass: Thank you, Scott. Good morning, everyone. We believe our start to fiscal 2027 is another step in the right direction, with net sales and adjusted EPS above our expectations, driven by disciplined execution across the organization and improving business fundamentals. I'm encouraged by how we are navigating a dynamic operating environment and addressing margin pressure from heightened geopolitical and supply chain disruption, which I will cover in more detail shortly. Overall, the quarter reinforces the initial progress we are making as we transition to a growth-first model while maintaining a prudent, disciplined approach to investing back into our business and mitigating supply chain volatility. Turning to the financial highlights for the first quarter, consolidated sales increased 8.2%, favorable to our expectations. Note that our Q1 sales results benefited from approximately $4 million-$5 million of favorable order phasing, driven by the earlier timing of Prime Day. For home and outdoor, sales increased 9.5% with broad-based growth across all three brands. Osprey was the strongest performer, with growth driven by improvements in our international distribution network and e-commerce momentum. OXO benefited from lapping prior tariff-related disruption, strong point-of-sale trends, and expanded brick-and-mortar distribution. Hydro Flask growth reflects expanded retail distribution, inventory optimization, and e-commerce momentum. For beauty and wellness, sales increased 7%, reflecting growth in both beauty and wellness. Our wellness portfolio outperformed expectations driven by growth across Braun, Vicks, Honeywell, and PUR, driven by lapping prior tariff-related disruption, solid point-of-sale, and expanded distribution. In beauty, Olive & June led the way with strong growth supported by expanded distribution, continued innovation, and strong consumer engagement. These gains were partially offset by continued softness in some of our core beauty brands, reflecting ongoing point-of-sale pressure and pricing elasticity impacts. International sales increased 1.1% for the quarter. Growth was driven primarily by Osprey's improved distribution network and broad-based strengths across the wellness portfolio, partially offset by softer consumer demand in kitchenware and hair appliances amid a competitive retail environment. Our margins and profitability were largely in line with our expectations, with adjusted EPS and EBITDA results reflecting the execution of our growth-first model that reinvests the majority of over-performance back into the business. We recognized a pre-tax benefit of $1.8 million for phase one tariff refunds that we estimated to be collectible as of the end of the quarter, which contributed to adjusted EPS ahead of expectations. I'll share more regarding tariff refunds when I cover our outlook for the remainder of the year. Consolidated gross profit margin decreased 110 basis points to 46%, reflecting the net unfavorable impact of tariffs, a less favorable inventory obsolescence impact year-over-year, and a less favorable customer mix within home and outdoor. We expect the first quarter of fiscal 2027 to have the most year-over-year gross margin compression from tariffs due to higher rates still cycling through cost of goods sold and minimal tariff impact in the same period last year. SG&A ratio decreased to 31% compared to 45.1% in the same period last year, primarily driven by a pre-tax gain of $55 million from the sale of a distribution facility that we disclosed in April, partially offset by higher investment in our people year-over-year. Adjusted operating margin decreased 30 basis points to 4%, reflecting the unfavorable impact of tariffs and higher investment in our organization and go-to-market structure, partially offset by lower outbound freight and favorable operating leverage. Moving on to balance sheet highlights. Inventory ended at $467 million, a $17 million decrease from the prior year, despite approximately $15 million of incremental tariff costs in inventory. We reduced our total debt by $716 million as we used the proceeds from the sale of the distribution facility to lower outstanding borrowings. Our net leverage ratio decreased to 3.48x, compared to 3.87x at the end of the fourth quarter. Free cash flow was slightly negative in the quarter, primarily due to cash used for tariff payments, annual incentive compensation payments, and higher cash taxes, partially offset by an increase in cash earnings. Turning now to our full-year fiscal 2027 outlook. We are raising our net sales expectations slightly to $1.759 billion-$1.831 billion, with home and outdoor net sales of $859 million-$884 million, and beauty and wellness net sales of $900 million-$947 million. We are maintaining adjusted EBITDA of $190 million-$197 million, which implies year-over-year growth of 2.1%-6.3%. We are maintaining adjusted EPS of $3.25-$3.75, and we are maintaining free cash flow of $85 million-$100 million while increasing our planned capital expenditure range by $2 million. Our full-year revenue outlook reflects our first quarter performance, partially offset by retailer order pull forward of approximately $4 million-$5 million out of the second quarter due to the shift in Prime Day timing, as well as revenue risk from expected supply disruption, largely driven by the conflict in the Middle East. Our adjusted EBITDA and EPS outlook now reflects the pre-tax benefit of phase I tariff refunds, now estimated to be approximately $9.2 million. That benefit is more than offset by the expectation of cost inflation for the remainder of the year. The higher costs are being driven by increases in commodity inputs and pressure from unfavorable Chinese yuan fluctuations, increased inbound and outbound freight expense, and higher cost to secure goods to avoid supply disruption. Some of this pressure was building before the conflict in the Middle East, but the heightened geopolitical and supply chain disruption has exacerbated the impact we are now expecting. We are not assuming any benefit from future tariff refund phases at this time, since we can't reliably predict when those refunds might be received or whether they'll ultimately be collected. We are preparing to file claims for second phase of tariff refunds, which was just announced on June 29th. When we are able to get enough clarity on the timing and collectability, I expect that we will include future phases in our outlook. We have paid $71 million in IEEPA tariffs that were not included in the phase I refund process. While we expect that future phase refunds could provide some upside to our current earnings outlook, we are developing plans to reinvest a large portion of the P&L benefit back into our business, as well as increase our capital expenditures on key product development and commercial initiatives with the expected cash flow benefit. In terms of quarterly cadence, we expect first half year-over-year sales growth in the low to mid single digits, with a low single-digit decline in the second half of the year. Due to the cadence of people and brand investment and higher average tariff costs cycling out of inventory and into cost of goods sold in the first half of fiscal 2027, we now expect roughly 20% of our total annual adjusted EPS outlook in the first half of the year, with roughly 15% in the second quarter, consistent with our previous outlook. In closing, while the operating environment remains challenging, with increasing inflationary pressures, softer and more selective discretionary demand, cautious retailer behavior, and elevated promotional intensity, we are taking deliberate actions to position the business for improved performance and deliver reliable results. We continue to prioritize targeted investments in our brands and capabilities to position us for growth, restore operating leverage, and build long-term momentum, while we make plans to use additional potential tariff refund benefits to feed the flywheel even further and mitigate expected inflationary pressure on our supply chain. Our continued focus on working capital efficiency and balance sheet productivity supports both strategic investment and operational flexibility. We continue to evaluate opportunities to enhance financial flexibility and concentrate our resources on our core business as we advance in our next phase. With that, I'll turn it back to the operator for Q&A. Operator: Thank you. We'll now be conducting a question and answer session. If you'd like to ask a question at this time, please press star one from your telephone keypad, and a confirmation tone indicate your line is in the question queue. You may press star two if you'd like to withdraw your question from the queue. For participants using speaker equipment, it may be necessary to pick up your handset before pressing the star keys. Thank you. Our first question comes from the line of Bob Labick with CJS Securities. Please proceed with your questions. Bob Labick: Good morning. Congratulations on a good start to the year. Scott Uzzell: Thank you. Bob Labick: Just kind of starting off with what Brian, you just finished up with a little bit of kind of cadence and guidance there. Can you just maybe expand a little bit upon when the tariff refunds may hit the P&L, if you think about that? The drivers of the kind of, I guess, low single-digit declines in the second half revenue that you've talked about, which is consistent with what you said last time as well. Brian Grass: Just to clarify the second point, Bob, when I referred to low single-digit decline for the second half, that refers to the midpoint of our range. I failed to say that when speaking, but that is the intent. To kind of go back and get to your question about tariff refunds and cadence, we don't totally know because the process, while it's defined in terms of what to do to submit refund claims, and there's a general rule that within 90 days you should get claims approved, it doesn't appear to us that there's a pattern that we can reliably depend on. What I would say is this, is the first phase, which is about $7 million remaining, yet to be collected, I would expect that the bulk of that would be collected within our second quarter. That leaves future phases, and really, we haven't even submitted our phase II claims yet. We know we're going to have some claims that fall out of phase II and will fall into potentially a phase III or a phase IV. I do see the tariff refund benefit getting spread out over a period of quarters. I do think that potentially we could have some even fall into fiscal 2028. Probably won't be hugely meaningful, but I do think that is possible at this point in time. I actually like the fact that the cadence is being spread out a little bit, is not concentrated in one quarter, because that gives us the ability to better execute the reinvestment back into the business. If it's all in one quarter, it's very hard to match up the spending with the benefit. If it's spread out over a period of time, I think we can really do well to invest the benefit and improve the health of our businesses. That's our view of the potential cadence. I know that probably doesn't give you much more in terms of specifics, but it's the best information we have. If there's questions about reinvesting that, happy to take those questions. Bob Labick: Yeah, actually, that was exactly where I wanted to go with that. Obviously, you saw some nice recovery and good sales growth in the quarter. Part of what you've been talking about, particularly last quarter and I think even a little before, is reinvest in the business to get growth versus cut to get higher earnings. Maybe talk a little bit about where are you seeing now that you've had a little more time to look into it, or explore it or whatever you want to call it, where are you seeing the best opportunities for reinvestment to get near term growth? What brands and what areas offer the best opportunities for reinvestment? Scott Uzzell: Bob, this is Scott. I'll take the first part and then Brian can finish it off. Thanks, Bob. I'd say this just to be consistent with what we talked about last quarter, is that we know a healthy Helen of Troy to make us a better Helen of Troy is built on healthy brands. We're focused really in five areas maniacally. An agile operating model, which is really investing in talent and how we stand up getting our folks closer to the consumer. I'll talk more about that. Investing in strategic innovation against many of our brands that are ready to connect with the consumer. Investing in omni-channel acceleration, making sure we've got the right capabilities to work brick and mortar online as well as in between. We've been standing up work in our supply chain, how we make and move product around the world. I just recently was over in Asia spending time with our international team on what's the right markets going forward to be fewer markets that are more sharper with the right business model to execute investment in other parts of the world. It's really around brands, innovation, and people. That's what we're focused on as we go to more growth forward approach in 2027. Brian, any adds? Brian Grass: Yeah, the only thing I would add is the intent is also to mitigate any cost inflation that's above and beyond what we've assumed in our outlook currently. We have made an attempt to capture our current view of what that is, and that's already baked into the outlook that you have. To the extent that it's worse than what we've currently estimated, we would use part of the tariff refund benefit to mitigate those extra costs. That's not our preference in our base plan. Our base plan is to use it for reinvestment, but it is there as a buffer as well. Operator: Thank you. The next questions are from the line of Peter Grom with UBS. Please proceed with your questions. Peter Grom: Great. Thank you. Good morning, everybody. I guess I just wanted to get some perspective on the revenue outlook. I think, Brian, you gave some commentary around the pull forward around Prime Day, which makes sense. I think you also made a comment around revenue risk from expected supply disruption. Can maybe just unpack that a bit. Is that just conservatism given the current environment? Or is that something you have reasonable line of sight into? Brian Grass: It's- Scott Uzzell: Here, I'll take the first part. Brian Grass: We have reasonable, oh. Scott Uzzell: Brian. Let me take the first part, and you can pay it off. I think, as we look at our enterprise, we're focused on the things 80% that we believe we can control, which is investing in brands, people, and new product innovation, and getting back to growth. As we think about the external factors that are out there, whether it being continued inflationary pressure, softness in discretionary categories, retailers in the marketplace in general being just much more conservative as they wait by. These are things that are not just for us. This is everybody in the category. We're just, we live in an uncertain world. Brian, I don't know if you want to talk more about the way we've cadenced the revenue throughout the year, but we're confident in the work that we're doing inside the building to make sure we're a better LE. We have a lot of concerns that are long-term. We just are cautious around what's happening around the world that we deal in. Brian, any adds? Brian Grass: No, I agree with all of that. Just to do the math on kind of if you say we beat expectations by $25 million in the first quarter, there's $5 million approximately that was pulled forward out of Q2. I think, factor that into the equation. We flowed through $10 million, that leaves about $15 million in terms of potential supply risk that, to your point, we do have line of sight to. Up until yesterday, I would say things were moderating and starting to look better, and maybe that's a conservative estimate. Now you have the things that happened last night where there's probably going to be more disruption. I think it was intended to be a conservative estimate of the potential supply chain. Look, it's two or three pinch points where we may have scarcity of supply, and will we be able to get access to that supply? It's not like it's a massive amount in the system. It's really two or three pinch points. We're trying to be conservative and hopefully appreciate that it's volatile. One day, two days ago, I would've said things were moderating, up until last night, things seem to be going in the other direction. I'm glad that we embedded a conservative point of view into our outlook. Peter Grom: That's helpful. I guess I wanted to go there next. Going back to April, right? I know some of this was not included in the guidance, but there was some thought around the benefit from tariffs would kind of largely offset input costs. I know phase one of refund is coming through. I hear you. Yeah. The last couple of days are starting to move the other way. It would appear from our perspective that relative to where we were in April, that costs are lower. Can you maybe just provide some context around what's embedded from the outlook from a cost standpoint and just, given how volatile it is, how we should be monitoring that as we think about the balance of the year? Brian Grass: Yeah. Not to give you specific amounts, Peter, but what we said was, there was a tariff refund benefit that we are now capturing in our outlook, and that's about $9 million. We said that the cost that we're estimating is more than that, more than offsets that. Not to give you a specific amount, what we've assumed is something greater than the $9 million or $10 million of tariff refund benefit, and we've kind of found a way to offset the amount that's more than the tariff refund. That's our current view. Look, you got to understand, it takes time for some of that to bleed through. The total cost of this inflationary pressure will be higher than that, greater than $10 million number. It takes time for that to cycle through cost of goods sold. That's why it may be smaller. Operator: Thank you. Peter Grom: Okay. Operator: Please go ahead. I'm sorry. Peter Grom: No, I was just going to say, Brian, just to clarify, if I were to include the other phases of the tariffs, would that be more than enough to offset the inflation? I think that's how I originally interpreted the comment back to April. Brian Grass: The- Peter Grom: Rather not just the phase one. Brian Grass: Yes. Peter Grom: Okay. Brian Grass: In terms of impact. Peter Grom: Thank you Brian Grass: In terms of impact of fiscal 2027, I would expect if we're able to collect all of the tariff refunds that we are due, that the tariff refund benefit would be greater than the inflationary cost pressure. Yes, that's a reasonable assumption. Peter Grom: Okay. Thank you so much. Apologies for the additional questions. I'll pass it on. Operator: Thank you. As a reminder, we ask you to please limit yourself to one question and one follow-up. You may then re-queue for any additional questions. The next question is from the line of Olivia Tong with Raymond James. Please proceed with your questions. Olivia Tong: Great. Thanks. Good morning. I wanted to talk a little bit about the price mix impact on the quarter and then your assumption for the year. Clearly a tough consumer backdrop and given the level of promotion in your categories, what's your level of confidence that you can hold the current levels of pricing that you've pushed through, what you're embedding in terms of the promotional backdrop for the rest of the year, and how you think about the phasing of margins over the course of the year as a result of that? Thank you. Scott Uzzell: Olivia, I'll take the first part. The thing about it is from a pricing standpoint, as we shared in prior quarters, it varies by brand and category. For the most part, we feel like 80% of where we wanted to get pricing, we were able to pass it through, and we're competing in those markets. We'll always continue to monitor that to make sure that whether it's competition, what's going on in the marketplace or what's going on with our retailers, we have the right to adjust. At this point, we've had to flow that through to offset the work of the negative impact of tariffs a year ago. Brian, do you have anything you want to add? Brian Grass: Yeah, I would just add that we do have our overall point of sale dollar growth. We do have overall point of sale dollar growth across the portfolio. In certain areas where we took price, there's a divergence between dollar share growth and POS growth, which I would say is in line with our expectations. We built elasticity assumptions into our outlook and assumed that there would be a high level of elasticity, and I would say that the dollars are doing better than what we originally assumed in terms of performance in light of the price increases. As Scott said, it's something that we're going to continue to monitor, and we may adjust over time. Currently, we feel good about our pricing situation, but in areas where units are down, we want to continue to stay on top of that and say, "Do we have the right price mix?" It'll be something that we continue to evolve or stay on top of. Currently, we think we're in a good position. Olivia Tong: Got it. Thanks. Then just following up. The updated sales guidance, appreciate the color that you gave, the quantification you gave to Peter's question. It does assume pretty flattest sales for the next three quarters after a nice bump in Q1, realizing, of course, a piece of that is a pull forward. That being said, can you talk about your confidence in the recovery path from here? Clearly, I assume you want to do better than flattish, but could you maybe talk also about what underlying category growth expectations you have embedded in your outlook and the path forward in terms of any new product introductions that could potentially improve the sales cadence from this point forward? Brian Grass: Sure. I can take that. It's important to think about the comparison when you think about the sales trajectory for the remainder of the year and why Q1 would be the highest sales performance in our expectations. Because the compare is so low and there was so much tariff revenue disruption in the first quarter and the first half of the year. That kind of moderated in the second half of last year, there's less disruption to recapture. That's why the growth rate decelerates in the remaining three quarters. You asked about level of confidence. We've not stretched in terms of any assumptions, like you mentioned, category expansion or any things like that. We've kind of kept current state with respect to that and are really using current POS trends to project the remainder of the year, which I think is the right thing to do. That's how we're thinking about that. Then we'd layer in, as you mentioned, new innovation, new distribution, things like that are known and that we have line of sight to. We feel like it's a very supportable forecast that we think we can deliver on. Does that answer all the parts of your question? I think you had a couple different things in there. I want to make sure I got everything. Olivia Tong: Nope, that's great. Thank you. Brian Grass: Okay. Operator: Our next question is in the line of Susan Anderson with Canaccord Genuity. Please proceed with your questions. Susan Anderson: Hi, good morning. Thanks for taking my questions. I guess maybe just to follow up on the sales cadence. I think you guys had mentioned you guys had some expanded distribution in home and insulated beverages. I guess I was curious where that was at and what channels. Also just in general, the core sales without the pull forward and the increased distribution, I guess, did you see kind of growth in existing channels? Thanks. Scott Uzzell: Brian, I'll kick off. It's a great question. I'd say this, what you'll see across Home and Outdoor, that team has been really focused on a couple of things. What's the right level of investment against brands so that we make sure we're connecting for our core consumer in this dynamic operating environment? Bringing relevant innovation that not only is in the core categories they're in, but enabling them to also go into adjacent spaces. Continuing to focus on great storytelling to connect with the consumer. What we're seeing across Home and Outdoor is it's not only landing us with distribution in the current channels that we're in with either more SKUs or more different types of products, but it's allowed us to expand in different places without me going into specific partners, but it's allowing us to continue to grow our distribution and other partners within Home and Outdoor. Brian, I don't know if you have anything to add as well as around the sales cadence for the year. Brian Grass: Yeah. Just on the distribution question. In Home, it's Walmart distribution, that expansion, that's driving it. We're also seeing good growth on Amazon, part of that due to the Prime Day shift. On Hydro Flask, the distribution expansion is with DICK'S Sporting Goods. We also had a Target planogram reset. We're also seeing good momentum on e-commerce as well, supported by Amazon. Those are kind of the distribution drivers there. Did I get everything on the question? Was there something else? Susan Anderson: Yeah. No, that was great. That's helpful. I guess maybe just in beauty, I think you talked about Olive & June driving that growth and then some of the wellness products as well, I guess just in terms of the other core beauty brands, I believe they're still down, I guess, are you seeing that trend line improve at all sequentially? Are you seeing, I guess, the decline moderate as you kind of move forward? Brian Grass: If I can take that. Scott Uzzell: Go right ahead. Brian Grass: I'll start and Scott can build. We're still not where we want to be if you look at the rest of that. If you carve out Olive & June from beauty, we're still not where we want to be, but we do see some bright spots in terms of trend line improving with respect to POS. Not where we want to be, but we do see indicators that say we're doing some of the right things and the POS is starting to move in the right direction. Susan Anderson: Okay, great. Maybe if I could add just one last one on the model, just SG&A going forward, I guess, as you guys continue to look to maybe invest more in the brands, how are you thinking about that investment and also the SG&A cadence? Thanks. Brian Grass: How I would think about it is we kind of have a base plan that just assumes phase one tariff refunds of the $9 million that we have embedded in our outlook. In that base plan, investment is increasing 40 basis points. That stayed consistent with our original outlook, and we're carrying that forward. We would look to maintain that at a minimum, any overperformance, not any, but a large portion of any overperformance would then be reinvested in terms of increasing the SG&A based on the overperformance. You have the plan that reflects tariff refunds, where as I mentioned, we want to reinvest the bulk of the tariff refund benefit. It's hard to really tell you what that looks like from a margin perspective and dollar perspective because we kind of don't know yet what the tariff refund cadence will be. We want to reinvest a high proportion of whatever that tariff refund benefit is, and we know that we have $70 million of IEEPA tariffs that we paid that we believe should be subject to tariff refunds at some point in time over the next several quarters. We'll be looking to deploy, again, the bulk of that in our plan B, as I'll call it, when we're able to get visibility on when we'll be able to collect those. I hope that helps. We're sticking with our 40 basis point increase in the base plan, when we get the tariff refunds, we'll be looking to amp that up significantly. Can't tell you exactly what the margins will look like, but hopefully you got enough direction. Susan Anderson: Okay, great. Thanks so much for all the details. Operator: Thank you. At this time, I'll turn the floor back to management for closing comments. Scott Uzzell: Yeah, I want to say thank you very much for spending time with us this morning. As we talked about, we're off to our races around our three-phase roadmap to growth. This year is about putting markers on the board and getting back to restoring brand momentum, standing up a new operating model, which we'll share more about in detailed comments, and continue to focus on balance sheet productivity. Thank you for spending time with us this morning. Have a great day. Operator: Ladies and gentlemen, thank you for your participation. This does conclude today's teleconference. Before you buy stock in Helen Of Troy, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Helen Of Troy wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $410,833!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,208,693!* That performance is why people listen. With a track record of beating the S&P 500 by 4x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul. See the 10 stocks » *Stock Advisor returns as of July 9, 2026. This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Helen of Troy (HELE) Q1 2027 Earnings Call Transcript was originally published by The Motley Fool

Helen of Troy Limited HELE reported first-quarter fiscal 2027 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. Management raised net sales guidance for fiscal 2027. Helen of Troy posted adjusted earnings of 17 cents per share, beating the Zacks Consensus Estimate of 2 cents. However, the bottom line declined 58.5% from 41 cents reported in the year-ago period. Helen of Troy Limited price-consensus-eps-surprise-chart | Helen of Troy Limited Quote The company reported net sales of $402.1 million, which beat the Zacks Consensus Estimate of $375 million. The top line increased 8.2% from $371.7 million posted in the year-ago period, driven by growth across both business segments. Home & Outdoor benefited from strong international demand for packs, successful new product launches and a favorable comparison to the prior year due to tariff-related order timing. Beauty & Wellness growth was led by strong sales of nail care products, fans and thermometers.The consolidated gross margin decreased 110 basis points to 46% in the quarter, primarily due to the net unfavorable impact of tariffs, higher inventory obsolescence costs compared with the prior year and a less favorable customer mix within Home & Outdoor. We estimated a 47.5% gross margin.The consolidated SG&A ratio decreased to 31% from 45.1% posted in the year-ago period, reflecting a $54.9 million pre-tax gain from the sale of a distribution facility, lower outbound freight costs, reduced depreciation and amortization, favorable operating leverage and the absence of $3.5 million in CEO succession costs incurred in the prior-year period.The adjusted operating income remained flat at $16.1 million, while the adjusted operating margin decreased 30 bps to 4%. The margin compression was primarily caused by tariff-related cost pressures, a less favorable inventory obsolescence impact year over year and an unfavorable customer mix within Home & Outdoor, partially offset by reduced outbound freight costs and favorable operating leverage. We expected an adjusted operating margin of 3% for the quarter. Net sales in the Home & Outdoor segment increased 9.5% to $194.9 million, driven by strong international demand for technical, lifestyle and travel packs, new product launches, expanded distribution in the home and insulated beverageware categories, and a favorable comparison to the prior year due to tariff-related order timing. These gains were partially offset by lower international sales in the home and insulated beverageware categories.Home & Outdoor adjusted operating income increased 39.2% to $12.3 million, while the segment adjusted operating margin increased 130 bps to 6.3%.Net sales in the Beauty & Wellness segment gained 7% to $207.2 million, driven by growth in nail care from new and expanded distribution, higher fan and thermometer sales benefiting from an easier comparison against prior-year tariff-related direct import cancellations and disruptions in the China thermometry market, and incremental sales from new Wellness product launches.Beauty & Wellness adjusted operating income declined 48.2% to $3.8 million, while the segment adjusted operating margin decreased 190 bps to 1.8%. Helen of Troy ended the quarter with cash and cash equivalents of $21.7 million and total short and long-term debt of $716.1 million. Net cash used by operating activities for the fiscal first quarter was $0.6 million. The free cash flow for the same period was negative $6.4 million. For fiscal 2027, the company raised its net sales guidance to $1.759-$1.831 billion, from the previous range of $1.751-$1.822 billion. The updated outlook includes Home & Outdoor sales of $859-$884 million (previously $854-$882 million) and Beauty & Wellness sales of $900-$947 million (previously $897-$940 million).Adjusted earnings are still expected in the range of $3.25 to $3.75 per share, with adjusted EBITDA of $190 million to $197 million and free cash flow of $85 million to $100 million.Management expects continued inflationary pressures, weak discretionary demand, cautious retailer inventory management and a highly promotional environment. The outlook assumes current tariff rates remain in place, includes $9.2 million in Phase 1 tariff refunds and excludes potential future refunds due to uncertainty. It also factors in higher product and freight costs, unfavorable Chinese yuan movements, and ongoing geopolitical and supply-chain risks that may increase input costs and disrupt supply.This Zacks Rank #3 (Hold) company has gained 50.5% in the past three months compared with the industry’s growth of 15.4%. Image Source: Zacks Investment Research The Estee Lauder Companies Inc. EL manufactures, markets and sells skin care, makeup, fragrance and hair care products worldwide. It currently has a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for Estee Lauder’s current fiscal-year sales and earnings calls for growth of 4.5% and 59.6%, respectively, from the year-ago reported numbers. EL delivered a trailing four-quarter average earnings surprise of 39.1%.Mama's Creations, Inc. MAMA manufactures and markets fresh deli-prepared foods in the United States. At present, MAMA holds a Zacks Rank of 2. Mama's Creations delivered a trailing four-quarter earnings surprise of 129.2%, on average.The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 30% and 73.3%, respectively, from the year-ago figures. Hormel Foods Corporation HRL develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average. The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 9.5%, respectively, from the prior-year reported levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Helen of Troy Limited (HELE) : Free Stock Analysis Report The Estee Lauder Companies Inc. (EL) : Free Stock Analysis Report Hormel Foods Corporation (HRL) : Free Stock Analysis Report Mama's Creations, Inc. (MAMA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Helen of Troy Limited? Here are five stocks we like better. Helen of Troy said first-quarter fiscal 2027 results beat expectations, with consolidated sales up 8.2% as both Home and Outdoor and Beauty and Wellness posted growth. Management said the quarter showed early progress on a multi-year plan to restore growth and improve execution. Gross margin and operating margin were pressured by tariffs, inventory obsolescence, and higher investment, although the company also highlighted improved leverage and lower inventory year over year. Free cash flow was slightly negative due to tariff payments, incentive compensation, and higher taxes. The company raised full-year net sales guidance to $1.759 billion-$1.831 billion but kept adjusted EBITDA and EPS outlooks unchanged. Management emphasized continued investment in innovation, pricing discipline, e-commerce, and a new operating model rather than broad cost-cutting. 3 Fresh Stock Buybacks: These are the Ones to Buy Helen of Troy (NASDAQ:HELE) said first-quarter fiscal 2027 results came in ahead of its expectations, with management pointing to stronger sales across both business segments and early progress on a broader effort to restore growth and improve execution. Chief Executive Officer Scott Uzzell told investors the company is focused on becoming “a better Helen of Troy” before pursuing a bigger growth agenda. He said first-quarter sales exceeded internal expectations in both Home and Outdoor and Beauty and Wellness, while margin and earnings performance reflected intentional investments in brands, innovation and people. → SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade Helen of Troy and NanoString Technologies Trade Set-ups “While we’re encouraged by a solid start to the fiscal year, we remain clear-eyed,” Uzzell said. “This is the first year of a multi-year roadmap.” Chief Financial Officer Brian Grass said consolidated sales increased 8.2% in the quarter, helped by disciplined execution and improving business fundamentals. He noted that results included approximately $4 million to $5 million of favorable order phasing tied to the earlier timing of Prime Day. → 2 Short Squeezes for Summer Speculation: What the Bears Are Getting Wrong Helen Of Troy Is What We Fear Most About Q2 Earnings Home and Outdoor sales rose 9.5%, with growth across Osprey, OXO and Hydro Flask. Grass said Osprey was the strongest performer, benefiting from improvements in its international distribution network and e-commerce momentum. OXO benefited from lapping prior tariff-related disruption, strong point-of-sale trends and expanded brick-and-mortar distribution, while Hydro Flask growth reflected expanded retail distribution, inventory optimization and e-commerce momentum. Beauty and Wellness sales increased 7%, with growth in both beauty and wellness. Grass said the wellness portfolio outperformed expectations, driven by Braun, Vicks, Honeywell and PUR. In beauty, Olive & June led growth on expanded distribution, continued innovation and strong consumer engagement, partially offset by softness in some core beauty brands due to ongoing point-of-sale pressure and pricing elasticity. → How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire International sales increased 1.1%, driven by Osprey’s improved distribution network and strength across wellness, partly offset by softer demand in kitchenware and hair appliances in a competitive retail environment. Uzzell said North American point-of-sale trends in tracked channels showed year-over-year consolidated growth, concentrated in Braun, Osprey, OXO and Olive & June. He cited several product examples, including Osprey’s Daylite and Transporter expandable travel packs, OXO’s move into pet products, Braun blood pressure monitors in mass channels and Olive & June’s Star Wars-themed collaboration. “Brands that deliver meaningful innovation and meet real consumer needs can continue to win, even in a more cautious spending environment,” Uzzell said. Management framed fiscal 2027 as a year to restore momentum under three pillars: consumer-first innovation, commercial and operational excellence, and people and culture. Uzzell said the company is reshaping its operating model to move decision-making closer to consumers and the marketplace. As part of that change, Helen of Troy has designated five dedicated segment general managers, each responsible for a brand portfolio including strategy, innovation, commercial execution and business results. Uzzell said the roles include both internal leaders and external hires and are not expected to materially increase operating costs. The company also formalized three geographic general manager roles to accelerate brand development outside North America. Uzzell said the company is also focused on pricing discipline, improving revenue quality, reducing exposure to lower-margin channels and strengthening e-commerce execution, demand planning and alignment across sales, marketing and product teams. Grass said margins and profitability were largely in line with expectations. Consolidated gross profit margin fell 110 basis points to 46%, reflecting the unfavorable impact of tariffs, a less favorable inventory obsolescence impact year over year and a less favorable customer mix in Home and Outdoor. Adjusted operating margin declined 30 basis points to 4%, due to tariffs and higher investment in the organization and go-to-market structure, partially offset by lower outbound freight and operating leverage. SG&A as a percentage of sales decreased to 31% from 45.1% a year earlier, primarily because of a $55 million pre-tax gain from the sale of a distribution facility disclosed in April, partly offset by higher investment in people. Inventory ended the quarter at $467 million, down $17 million from the prior year despite approximately $15 million of incremental tariff costs in inventory. Grass said net leverage declined to 3.48 times from 3.87 times at the end of the fourth quarter. Free cash flow was slightly negative, mainly because of tariff payments, annual incentive compensation payments and higher cash taxes, partly offset by higher cash earnings. Helen of Troy raised its full-year net sales outlook slightly to a range of $1.759 billion to $1.831 billion. The company now expects Home and Outdoor net sales of $859 million to $884 million and Beauty and Wellness net sales of $900 million to $947 million. The company maintained its adjusted EBITDA outlook of $190 million to $197 million, representing growth of 2.1% to 6.3%, and kept adjusted EPS guidance at $3.25 to $3.75. Free cash flow guidance remained $85 million to $100 million, while planned capital expenditures were increased by $2 million. Grass said the full-year revenue outlook reflects first-quarter performance, partially offset by the Prime Day-related order pull-forward from the second quarter and revenue risk tied to expected supply disruption, largely from the conflict in the Middle East. The earnings outlook now includes an estimated $9.2 million pre-tax benefit from phase one tariff refunds. Grass said that benefit is more than offset by expected cost inflation, including higher commodity inputs, unfavorable Chinese yuan fluctuations, increased inbound and outbound freight expense and higher costs to secure goods to avoid supply disruption. During the question-and-answer session, Grass said the company expects to collect the bulk of the remaining phase one tariff refunds in the second quarter, though later refund phases could extend across several quarters and potentially into fiscal 2028. He said Helen of Troy has paid $71 million in IEEPA tariffs not included in the phase one refund process and expects future refunds could provide upside, but management has not included them in the outlook because timing and collectability remain uncertain. In response to analyst questions, Uzzell said reinvestment priorities include talent, strategic innovation, omnichannel capabilities, supply chain improvements and international market development. Grass added that future tariff refund benefits would likely be used in part to reinvest in the business and in part to offset any cost inflation beyond current assumptions. On pricing, Uzzell said the company was able to pass through roughly 80% of its intended pricing actions and is monitoring elasticity by brand and category. Grass said overall point-of-sale dollars are growing across the portfolio, although unit trends remain an area of focus in categories where prices increased. Looking ahead, Grass said the company expects first-half sales growth in the low- to mid-single digits and a low-single-digit decline in the second half at the midpoint of guidance. He said about 20% of annual adjusted EPS is expected in the first half, including roughly 15% in the second quarter. Uzzell closed the call by saying Helen of Troy remains focused on restoring brand momentum, standing up the new operating model and improving balance sheet productivity. Helen of Troy Limited is a global consumer products company that designs, sources and markets a diversified portfolio of household, health and beauty brands. Headquartered in El Paso, Texas, the company operates through three principal segments—Health & Home, Housewares and Beauty—offering products under well-known names including OXO, Vicks, Braun, Honeywell Home, PUR and Hot Tools. Helen of Troy distributes its products through a combination of mass, specialty and e-commerce channels to consumers, retailers and distributors worldwide. The Housewares segment features kitchen tools, gadgets and organizational solutions marketed primarily under the OXO brand, recognized for its ergonomic “Good Grips” design. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Helen of Troy Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.

Consolidated Net Sales Growth of 8.2%GAAP Diluted EPS of $1.51Adjusted Diluted EPS(1) of $0.17 Updates Fiscal 2027 Outlook:Raises Consolidated Net Sales to $1.759-$1.831 BillionMaintains GAAP Diluted EPS of $3.57-$4.18; Maintains Adjusted Diluted EPS of $3.25-$3.75GAAP Net Income of $85-$100 Million and Cash Flow from Operations of $119-$130 MillionMaintains Adjusted EBITDA(1) of $190-$197 MillionMaintains Free Cash Flow(1)(2) of $85-$100 Million EL PASO, Texas, July 08, 2026--(BUSINESS WIRE)--Helen of Troy Limited (NASDAQ: HELE) reported results for the three-month period ended May 31, 2026. Executive Summary - First Quarter of Fiscal 2027 Compared to Fiscal 2026 Consolidated net sales revenue of $402.1 million compared to $371.7 million Gross profit margin of 46.0% compared to 47.1% Operating margin of 15.0%, which includes the favorable margin impact of a gain on the sale of a distribution facility(3) of 13.6%, compared to (109.5%), which included the unfavorable impact of non-cash asset impairment charges(4) of (111.5%) Non-GAAP adjusted operating margin(1) of 4.0% compared to 4.3% GAAP diluted earnings per share of $1.51, which includes an after-tax gain on the sale of a distribution facility of $1.74, compared to diluted loss per share of $19.65, which included after-tax non-cash asset impairment charges of $18.99 Non-GAAP adjusted diluted EPS of $0.17 compared to $0.41 Net cash used by operating activities of $0.6 million compared to net cash provided by operating activities of $58.3 million Non-GAAP adjusted EBITDA margin(1) of 6.3% compared to 6.9% Mr. G. Scott Uzzell, Chief Executive Officer, stated: "We are off to a solid start in fiscal 2027, with first quarter net sales and adjusted EPS above our expectations and growth across both segments. We believe these results reflect early signs of progress against our multi-year roadmap and the disciplined execution of our teams — including POS gains across a number of our key brands — as we continue to sharpen how the business runs, invest in our brands and capabilities, and get closer to the consumer. While there is still meaningful work ahead and we are navigating a dynamic operating environment, we are encouraged by the progress we are making and believe we are creating the foundation for more consistent, long-term growth." Consolidated Results - First Quarter Fiscal 2027 Compared to First Quarter Fiscal 2026 Consolidated net sales revenue increased $30.5 million, or 8.2%, to $402.1 million, with growth in both segments. Home & Outdoor growth was driven by strong international demand for packs, new product launches, and a favorable comparison to the prior year as tariff uncertainty pulled retailer orders out of the first quarter of fiscal 2026 and into the fourth quarter of fiscal 2025. Beauty & Wellness growth was driven by sales of nail care, fans and thermometers. Consolidated gross profit margin decreased 110 basis points to 46.0% primarily reflecting the net unfavorable impact of tariffs, a less favorable inventory obsolescence impact year-over-year, and a less favorable customer mix within Home & Outdoor. Consolidated selling, general and administrative expense ("SG&A") ratio decreased to 31.0% primarily reflecting a pre-tax gain of $54.9 million on the sale of a distribution facility, lower outbound freight costs, lower depreciation and amortization, favorable operating leverage, and the favorable comparative impact of $3.5 million in CEO succession costs(6) recognized in the prior year period. Consolidated operating income was $60.3 million, or 15.0% of net sales revenue, which includes a pre-tax gain of $54.9 million on the sale of a distribution facility, compared to an operating loss of $407.0 million, or (109.5)% of net sales revenue, which includes non-cash asset impairment charges of $414.4 million. The remaining decrease of 60 basis points was primarily due to the decrease in gross profit margin reflecting the net unfavorable impact of tariffs. Interest expense was $12.2 million, compared to $13.8 million. The decrease primarily reflects lower average borrowings outstanding, partially offset by a lower balance of debt benefitting from interest rate swaps, compared to the same period last year. Income tax expense was $12.6 million on pre-tax income of $48.3 million, compared to income tax expense of $30.2 million on a pre-tax loss of $420.5 million for the same period last year. The decrease in tax expense is primarily due to the comparative impact of non-deductible impairment charges and valuation allowances on deferred tax assets recorded during the same period last year, partially offset by the tax expense recognized for the gain on the sale of a distribution facility. Net income was $35.8 million, compared to net loss of $450.7 million. Diluted earnings per share was $1.51, which includes an after-tax gain on the sale of a distribution facility of $1.74, compared to diluted loss per share of $19.65, which includes asset impairment charges and related valuation allowances on deferred tax assets of $19.71. Non-GAAP adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) was $25.5 million for both the first quarter of fiscal 2027 and 2026, representing 6.3% and 6.9% of net sales, respectively. On an adjusted basis (non-GAAP) for the first quarters of fiscal 2027 and 2026, excluding asset impairment charges(4), CEO succession costs(6), gain on sale of distribution facility(3), intangible asset reorganization(7), amortization of intangible assets and non-cash share-based compensation, as applicable: Adjusted operating income was $16.1 million for both the first quarter of fiscal 2027 and 2026, representing 4.0% and 4.3% of net sales revenue, respectively, a decrease of 30 basis points. The decrease was primarily driven by the net unfavorable impact of tariffs, a less favorable inventory obsolescence impact year-over-year, and an unfavorable customer mix within Home & Outdoor, partially offset by lower outbound freight and favorable operating leverage. Adjusted income decreased $5.5 million, or 58.3%, to $4.0 million and adjusted diluted EPS decreased 58.5% to $0.17. The decrease in adjusted diluted EPS was primarily due to an increase in adjusted income tax expense, partially offset by a decrease in interest expense. Segment Results - First Quarter Fiscal 2027 Compared to First Quarter Fiscal 2026 Home & Outdoor Home & Outdoor net sales revenue increased $16.9 million, or 9.5%, to $194.9 million. The increase was primarily driven by: strong international demand for technical, lifestyle and travel packs; incremental sales from new product launches; higher sales from expanded distribution in the home and insulated beverageware categories; and a favorable comparison to the prior year period, as tariff uncertainty pulled retailer orders out of the first quarter of fiscal 2026 and into the fourth quarter of fiscal 2025. These factors were partially offset by lower international sales in the home and insulated beverageware categories. Home & Outdoor operating income was $8.2 million, or 4.2% of segment net sales revenue, compared to operating loss of $213.8 million, or (120.1)% of segment net sales revenue, which included $219.1 million of pre-tax asset impairment charges. The remaining 120 basis point increase in segment operating margin was primarily due to: the favorable comparative impact of CEO succession costs of $1.7 million recognized in the prior year period; lower outbound freight costs; and the impact of favorable operating leverage. These factors were partially offset by: the net unfavorable impact of tariffs; an increase in share-based compensation expense; and unfavorable customer mix. Adjusted operating income increased 39.2% to $12.3 million, or 6.3% of segment net sales revenue. Beauty & Wellness Beauty & Wellness net sales revenue increased $13.5 million, or 7.0%, to $207.2 million. The increase was primarily driven by: growth in nail care due to new and expanded distribution; higher fan and thermometer sales benefitting from the favorable comparative impact of tariff related direct import cancellations and disruption in the China thermometry market during the same period last year; and growth in Wellness driven by incremental sales from new product launches. Beauty & Wellness operating income was $52.2 million, or 25.2% of segment net sales revenue, compared to an operating loss of $193.2 million, or (99.8)% of segment net sales revenue, which included $195.3 million of pre-tax asset impairment charges. The remaining increase in segment operating margin was primarily due to: a pre-tax gain on sale of distribution facility of $54.9 million; the favorable comparative impact of CEO succession costs of $1.7 million recognized in the prior year period; reduced outbound freight costs; and the impact of favorable operating leverage. These factors were partially offset by: the net unfavorable impact of tariffs; an increase in share-based compensation expense; and a less favorable inventory obsolescence impact year-over-year. Adjusted operating income decreased 48.2% to $3.8 million, or 1.8% of segment net sales revenue. Balance Sheet and Cash Flow - First Quarter Fiscal 2027 Compared to First Quarter Fiscal 2026 Cash and cash equivalents totaled $21.7 million, compared to $22.7 million. Accounts receivable turnover(8) was 66.6 days, compared to 69.7 days. Inventory was $467.4 million, which includes approximately $15 million of incremental tariff costs, compared to $484.1 million. Total short- and long-term debt was $716.1 million, compared to $871.0 million. Net cash used by operating activities for the first three months of the fiscal year was $0.6 million, compared to net cash provided of $58.3 million for the same period last year. Fiscal 2027 Annual Outlook Consolidated Net Sales: $1.759 billion to $1.831 billion Diluted EPS (GAAP): $3.57 to $4.18 Adjusted Diluted EPS (Non-GAAP): $3.25 to $3.75 Net Income (GAAP): $85 million to $100 million Adjusted EBITDA (Non-GAAP): $190 million to $197 million Operating Cash Flow (GAAP): $119 million to $130 million Free Cash Flow(1)(2): $85 million to $100 million Key Annual Outlook Assumptions and Drivers Market and Consumption Environment: The Company’s outlook reflects management’s view of continued inflationary pressures, softness in discretionary categories, conservative retailer inventory management and an increasingly competitive and promotional landscape. Tariffs: Tariff rates in place as of June 2026 are assumed to remain in effect for the balance of fiscal 2027. The Company’s outlook includes the benefit from Phase 1 tariff refunds of approximately $9.2 million, but excludes any potential benefit from future refund phases due to the uncertainty surrounding the timing and collectability of those refunds. Commodity Costs, Freight and Supply Availability: Heightened geopolitical and supply-chain risks, including ongoing tensions in the Middle East, have begun to drive volatility in energy and commodity markets that could continue, increasing uncertainty around input costs and supply chain continuity across key regions and transportation routes. The Company’s outlook now includes the expectation of higher product costs driven by increases in commodity inputs and pressure from unfavorable Chinese Yuan fluctuations, increased inbound and outbound freight expense, and higher costs to secure goods to avoid supply disruption. Strategic Investment: An increase in growth investments of 40 basis points, prioritizing high return marketing and innovation initiatives. Illness Incidence: In line with the average of the three prior seasons, which is well below pre-Covid historical averages. Interest and Debt Leverage: Interest expense in the range of $45.5 million to $47.5 million with cash flow prioritized for debt reduction, and an expected net leverage ratio(1)(9), as defined in the Company’s credit agreement, of approximately 3.2x or lower by the end of fiscal 2027. Tax: GAAP effective tax rate of 27.2% to 29.7%; adjusted effective tax rate of 24.0% to 26.0%. Working Capital Efficiency and Capital Investment: Continued working capital efficiency during fiscal 2027, with an emphasis on further inventory reduction. The Company expects capital expenditures of $30 million to $34 million with an emphasis on product innovation and supply chain diversification. Currency: June 2026 foreign currency exchange rates remain constant for the remainder of the fiscal year. Shares Outstanding: Weighted average diluted shares outstanding of 23.8 million. The likelihood, timing and potential impact of a significant or prolonged recession, any fiscal 2027 acquisitions and divestitures, future asset impairment charges, additional interest rate changes, litigation or share repurchases are unknown and cannot be reasonably estimated; therefore, they are not included in the Company’s outlook. Conference Call and Webcast The Company will conduct a teleconference in conjunction with today’s earnings release. The teleconference begins at 9:00 a.m. Eastern Time today, Wednesday, July 8, 2026. Institutional investors and analysts interested in participating in the call are invited to dial (877) 407-3982 approximately ten minutes prior to the start of the call. The conference call will also be webcast live on the Events & Presentations page at: http://investor.helenoftroy.com/. A telephone replay of this call will be available at 1:00 p.m. Eastern Time on July 8, 2026, until 11:59 p.m. Eastern Time on July 22, 2026, and can be accessed by dialing (844) 512-2921 and entering replay pin number 13761054. A replay of the webcast will remain available on the website for one year. Non-GAAP Financial Measures The Company reports and discusses its operating results using financial measures consistent with accounting principles generally accepted in the United States of America ("GAAP"). To supplement its presentation, the Company discloses certain financial measures that may be considered non-GAAP such as Adjusted Operating Income, Adjusted Operating Margin, Adjusted Effective Tax Rate, Adjusted Income, Adjusted Diluted Earnings per Share ("EPS"), EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Free Cash Flow and Net Leverage Ratio, which are presented in accompanying tables to this press release along with a reconciliation of these financial measures to their corresponding GAAP-based financial measures presented in the Company’s condensed consolidated statements of income and cash flows. For additional information, see Note 1 to the accompanying tables to this press release. About Helen of Troy Limited Helen of Troy Limited (NASDAQ: HELE) is a leading global consumer products company offering creative products and solutions for its customers through a diversified portfolio of well-recognized and widely-trusted brands, including OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon and Olive & June. All trademarks herein belong to Helen of Troy Limited (or its subsidiaries) and/or are used under license from their respective licensors. For more information about Helen of Troy, please visit http://investor.helenoftroy.com Forward-Looking Statements Certain written and oral statements made by the Company and subsidiaries of the Company may constitute "forward-looking statements" as defined under the Private Securities Litigation Reform Act of 1995. This includes statements made in this press release, in other filings with the SEC, and in certain other oral and written presentations. Generally, the words "anticipates", "assumes", "believes", "expects", "plans", "may", "will", "might", "would", "should", "seeks", "estimates", "project", "predict", "potential", "currently", "continue", "intends", "outlook", "forecasts", "targets", "reflects", "could", and other similar words identify forward-looking statements. All statements that address operating results, events or developments that the Company expects or anticipates may occur in the future, including statements related to sales, expenses, earnings per share results, and statements expressing general expectations about future operating results, are forward-looking statements and are based upon its current expectations and various assumptions. The Company currently believes there is a reasonable basis for these expectations and assumptions, but there can be no assurance that the Company will realize these expectations or that these assumptions will prove correct. Forward-looking statements are only as of the date they are made and are subject to risks, many of which are beyond the Company’s control, that could cause them to differ materially from actual results. Accordingly, the Company cautions readers not to place undue reliance on forward-looking statements. The forward-looking statements contained in this press release should be read in conjunction with, and are subject to and qualified by, the risks described in the Company’s Form 10-K for the year ended February 28, 2026, and in the Company’s other filings with the SEC. Investors are urged to refer to the risk factors referred to above for a description of these risks. Such risks include, among others, the geographic concentration of certain United States ("U.S.") distribution facilities which increases its risk to disruptions that could affect the Company’s ability to deliver products in a timely manner, the occurrence of cyber incidents or failure by the Company or its third-party service providers to maintain cybersecurity and the integrity of confidential internal or customer data, a cybersecurity breach, obsolescence or interruptions in the operation of the Company’s central global Enterprise Resource Planning systems and other peripheral information systems, risks associated with the use of licensed trademarks from or to third parties, the Company’s ability to develop and introduce a continuing stream of innovative new products to meet changing consumer preferences, actions taken by large customers that may adversely affect the Company’s gross profit and operating results, the Company’s dependence on sales to several large customers and the risks associated with any loss of, or substantial decline in, sales to top customers, the Company’s dependence on third-party manufacturers, most of which are located in Asia, and any inability to obtain products from such manufacturers or diversify production to other regions or source the same product in multiple regions or implement potential tariff mitigation plans, the Company’s ability to deliver products to its customers in a timely manner and according to their fulfillment standards, the risks associated with trade barriers, exchange controls, expropriations, and other risks associated with domestic and foreign operations including uncertainty and business interruptions resulting from political changes and events in the U.S. and abroad, and volatility in the global credit and financial markets and economy, the Company’s dependence on the strength of retail economies and vulnerabilities to any prolonged economic downturn, including a downturn from the effects of macroeconomic conditions, geopolitical conditions including global conflicts or wars such as the Israel-United States and Iran conflict, any public health crises or similar conditions, risks associated with weather conditions, the duration and severity of the cold and flu season and other related factors, the Company’s reliance on its Chief Executive Officer and a limited number of other key senior officers to operate its business, the Company’s ability to execute and realize expected synergies from strategic business initiatives such as acquisitions, divestitures and global restructuring plans, the risks of significant tariffs or other restrictions continuing to be placed on imports from China, Vietnam or Mexico and any retaliatory measures taken by these countries, the risks of potential changes in laws and regulations, including environmental, employment and health and safety and tax laws, and the costs and complexities of compliance with such laws, the risks associated with increased focus and expectations on climate change and other sustainability matters, the risks associated with significant changes in or the Company’s compliance with regulations, interpretations or product certification requirements, the risks associated with global legal developments regarding privacy and data security that could result in changes to its business practices, penalties, increased cost of operations, or otherwise harm the business, the risks associated with product recalls, product liability, class actions and other claims against the Company, the Company’s dependence on whether it is classified as a "controlled foreign corporation" for U.S. federal income tax purposes which impacts the tax treatment of its non-U.S. income, the risks associated with regulatory changes in Bermuda, including economic substance and tax governance requirements, the risks associated with accounting for tax positions and the resolution of tax disputes, and associated financial risks including but not limited to, the risks to the Company’s business, liquidity or cost of capital which may be materially adversely affected by constraints or changes in the capital and credit markets, interest rates and limitations under and compliance with its credit facility, including debt covenants, significant additional impairment of the Company’s goodwill, indefinite-lived and definite-lived intangible assets and other long-lived assets, projections of product demand, sales and net income, which are highly subjective in nature, and from which future sales and net income could vary by a material amount, increased costs of raw materials, energy and transportation, and risks associated with foreign currency exchange rate fluctuations. The Company undertakes no obligation to publicly update or revise any forward-looking statements as a result of new information, future events or otherwise. HELEN OF TROY LIMITED AND SUBSIDIARIES Notes to Press Release View source version on businesswire.com: https://www.businesswire.com/news/home/20260708778198/en/ Contacts Investor Contact: Helen of Troy LimitedAnne Rakunas, Director, External [email protected] ICR, Inc.Allison Malkin, [email protected]

Helen of Troy (HELE) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +750.00%. A quarter ago, it was expected that this personal and household products company would post earnings of $0.66 per share when it actually produced earnings of $0.83, delivering a surprise of +25.76%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Helen of Troy, which belongs to the Zacks Cosmetics industry, posted revenues of $402.12 million for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 7.20%. This compares to year-ago revenues of $371.65 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Helen of Troy shares have added about 32% since the beginning of the year versus the S&P 500's gain of 9.6%. While Helen of Troy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Helen of Troy was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.48 on $435.91 million in revenues for the coming quarter and $3.44 on $1.78 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Cosmetics is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, e.l.f. Beauty (ELF), has yet to report results for the quarter ended June 2026. This cosmetics company is expected to post quarterly earnings of $0.73 per share in its upcoming report, which represents a year-over-year change of -18%. The consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level. e.l.f. Beauty's revenues are expected to be $424.55 million, up 20% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Helen of Troy Limited (HELE) : Free Stock Analysis Report e.l.f. Beauty (ELF) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research