Sally Beauty earnings beat by $0.02, revenue topped estimates

Sally Beauty (SBH) reported Q4 EPS of $0.62, beating estimates by $0.02, with revenue at $953M, topping expectations. The company provided guidance for Q1 2027 and FY 2027, with mixed reactions from analysts. SBH's stock is up 18.70% over 3 months and 33.77% over 12 months.

Original reporting
Published Nov 10, 2026, 12:08 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 12:14 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$SBH
Bullish
high confidence
Mentioned
$SBH
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$SBHBullishHigh
01

Why it matters

The beat and raised guidance are fresh primary disclosures, offering a clear trading catalyst.

02

Market read

Earnings beat and guidance lift provide a short‑term bullish catalyst for SBH and may influence the broader beauty retail niche.

03

What to watch

Potential headwinds from discretionary spending slowdown not addressed.

Relevance 8/10Novelty 8/10Timing: post‑market today

Background

Sally Beauty (NYSE: SBH) released its Q4 2026 earnings, beating analyst estimates and providing updated guidance for Q1 and FY 2027.

Company-level read

Ticker impact

$SBHBullishHigh confidence
Context

Sally Beauty reported Q4 EPS of $0.62 beating estimates and raised Q1 2027 EPS guidance to $2.20‑$2.30.

Expected impact

likely upward pressure as investors price in the beat and raised guidance

Evidence & confidence

Both EPS and revenue topped consensus and guidance was lifted, a classic catalyst for short‑term buying.

Market effects

Positive for specialty beauty retail sector, may lift peers.

U.S. consumer discretionary sentiment supported.

Limited to U.S. retail investors.

Counterpoint

Guidance still below consensus for FY 2027, could temper upside.

Key entities

  • Sally Beauty Holdings, Inc.

    U.S. specialty beauty retailer reporting earnings.

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Sally Beauty Surpasses Expectations in Q4 Results

Sally Beauty reported Q4 net sales of $953M, up 0.6% YoY, and adjusted EPS of 62 cents, exceeding estimates. Comparable sales rose 0.9% and e-commerce sales increased 8%. Full-year net sales reached $3.73B, up 0.9%. CEO Denise Paulonis highlighted strong momentum and value positioning.

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Sally Beauty FY 2026: Revenue $3.73B, EPS $2.02 — 10-K Summary

Sally Beauty reported FY 2026 revenue of $3.73B, up 0.9% YoY, and net income of $200.08M, up 2.1%. Comparable sales rose 1.5% at Sally, led by hair color and digital sales, while BSG saw a 0.8% decline. Gross margin improved to 52.0%, with e-commerce sales at 11.8% of total sales. The company plans to expand its Sally Ignited store initiative.

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Why is Sally Beauty stock climbing today?

Sally Beauty Holdings Inc (SBH) stock rose 0.4% after beating fiscal Q4 earnings estimates, with adjusted EPS of $0.62 vs. $0.60 and revenue of $953M vs. $950.13M. The company reported e-commerce sales growth, share repurchases, and issued fiscal 2027 EPS guidance of $2.20-$2.30, above consensus. Despite broader market declines due to inflation data, SBH held gains and reached a 52-week high of $19.65.

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Sally Beauty: Fiscal Q4 Earnings Snapshot

Sally Beauty Holdings Inc. (SBH) reported fiscal Q4 earnings of $57.7M, or 60 cents per share, beating estimates. Revenue was $952.5M. Full-year profit was $195.9M, or $1.89 per share, on revenue of $3.73B. The company expects FY earnings of $2.20-$2.30 per share and revenue of $3.77B-$3.81B.

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Sally Beauty Holdings Sees Slight Growth In FY27 - Update

Sally Beauty Holdings (SBH) reported Q4 results and provided guidance for Q1 and FY2027. Q1 adjusted earnings are expected to be $0.48-$0.52 per share on net sales of $945M-$955M. For FY2027, adjusted earnings are projected at $2.20-$2.30 per share on net sales of $3.77B-$3.81B. SBH's stock was unchanged at $19.49 in pre-market trading.