$SBH

Sally Beauty Holdings reported 3.5% comparable sales growth in Sally U.S. and Canada, driven by higher transaction volume and ticket size. Color sales rose 8% to 9%. Management cited year-over-year comparison issues for Beauty Systems Group, margin gains from Fuel for Growth, and 11% e-commerce growth. FY2026 guidance assumes momentum in U.S./Canada and double-digit e-commerce growth; run-rate savings target about $120M.

Sally Beauty Holdings (SBH) shares rose after the company reported fiscal Q3 ended June 30. Net sales rose 0.2% to $935 million, comparable store sales increased 1.6%, and e-commerce sales grew 11% to $110 million. Adjusted net earnings rose 4% to $54 million, EPS rose 8% to $0.55, and free cash flow was $62 million. Full-year outlook: sales ~$3.7B, EPS $2.04 to $2.08.

Sally Beauty Holdings (NYSE:SBH) reported Q3 net sales of $397 million for Beauty Systems Group, down 2.4% Y/Y, with comparable sales down 2.1%. Adjusted gross margin rose to 52.4% and Fuel for Growth savings totaled $9 million. FY2026 outlook narrowed to net sales $3.725B-$3.733B and adjusted EPS $2.04-$2.08.

Sally Beauty (NYSE: SBH) reported Q2 CY2026 revenue of $935.5 million, flat year on year and in line with Wall Street estimates. Full-year revenue guidance was $3.73 billion at the midpoint, near consensus. Non-GAAP EPS was $0.55, about 3% above expectations. Shares fell 3.2% to $14.50 after results.

Sally Beauty Holdings, Inc. (SBH) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991.htm EX-99.1 exhibit991 Contact: Jeff Harkins Investor Relations 940-297-4131 jharkins@sallybeauty.com Sally Beauty Holdings Reports Third Quarter Fiscal 2026 Results  Q3 Consolidated Net Sales Increased 0.2%; Consolidated Comparable Sales Flat  Q3 GAAP Dilu

Sally Beauty (NYSE: SBH) will report earnings Monday before market hours. The company previously reported $903.4 million in revenue, up 2.3% year over year, meeting analyst revenue expectations, with a beat on EBITDA but full-year EPS guidance slightly below expectations. For the upcoming quarter, analysts expect revenue to be flat year over year.

A Q1 specialty retail earnings roundup covers Sally Beauty (SBH), Ulta Beauty (ULTA), and Warby Parker (WRBY). SBH revenue rose to $903.4M (+2.3%); EBITDA beat but next-quarter EPS guidance missed. ULT A revenue was $3.16B (+11.1%), beating expectations; stock fell 7.6%. WRBY revenue was $242.4M (+8.3%); EBITDA beat but gross margin missed.

Retail stocks rose after U.S. monthly retail sales increased 0.9% month-over-month and 6.9% year-over-year, according to the Census Bureau. Shares of Sally Beauty (+2.9%), AutoZone (+2.8%), and Sprouts (+4.6%) gained. The article links the move to improved retail sentiment amid earlier pressure on AI and rate expectations.

Platz Marlo Michelle Cormier (Former SVP & CFO) sold 42,771 shares of Sally Beauty Holdings, Inc. (SBH) at $12.70 ($0.54M total) on 2026-06-08.

Polaris Capital Management LLC reduced its stake in Sally Beauty Holdings (NYSE:SBH) by 15.2% in Q4, selling 312,200 shares and now owning 1,747,829 shares valued at approximately $24.9 million. Despite this, several other institutional investors increased their positions in the company. Analysts maintain an average "Hold" rating for SBH, with a consensus price target of $17.80, and the company recently surpassed Q1 earnings and revenue expectations while issuing positive FY2026 guidance.