The earnings call highlighted several positive developments, including stronger-than-expected Q2 results, progress on strategic initiatives, and strong international performance. However, challenges remain, especially in the Beauty segment and with operational issues at the distribution facility, which impacted financial performance. Strategic investments and adjustments are being made to address these challenges.

Company Guidance

During the Helen of Troy Q2 2025 earnings call, the company reported better-than-expected results, with a focus on strategic initiatives like Project Pegasus, which drove a 9% increase in U.S. weighted distribution year-over-year. Eight key categories saw growth or maintained market share. The company's Home & Outdoor segment performed strongly, with OXO achieving significant distribution expansion at Walmart and Hydro Flask experiencing high engagement through innovative marketing campaigns. Despite challenges, the Beauty & Wellness segment took steps to revitalize its portfolio, with Curlsmith gaining market share and new products being launched. The company's second-quarter gross margin was 45.6%, and adjusted operating margin was 9.8%. For the fiscal year, Helen of Troy projects net sales between $1.885 billion and $1.935 billion, with an adjusted EPS range of $7.00 to $7.50. The company also plans to continue using free cash flow for strategic investments and shareholder returns, such as share repurchases.

Above Expectation Q2 Results

Reported second quarter results that were above expectations, with net sales, adjusted EPS, and adjusted EBITDA slightly above the high end of projections.

Project Pegasus Progress

Continued progress on Project Pegasus, generating critical fuel for reinvestment in brands and showing improved market share performance.

U.S. Distribution Growth

U.S. weighted distribution grew by 9% year-over-year, with 8 key categories growing or maintaining share in U.S. measured channels.

Improved Tennessee Distribution Center Performance

Successfully improved shipping execution and operating efficiency at the Tennessee distribution center, addressing root technology issues.

Strong International Performance

International sales up almost 5% in all key regions, contributing to positive growth with Home & Outdoor outperforming expectations.

---

Helen Of Troy (HELE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HELE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 09, 2025	2025 (Q3)	2.60 / -	2.79	―	―	―
Oct 09, 2024	2025 (Q2)	1.05 / 1.21	1.74	-30.46% (-0.53)
Jul 09, 2024	2025 (Q1)	1.59 / 0.99	1.94	-48.97% (-0.95)
Apr 24, 2024	2024 (Q4)	2.32 / 2.45	2.01	21.89% (+0.44)	―
Jan 08, 2024	2024 (Q3)	2.80 / 2.79	2.75	1.45% (+0.04)	―
Oct 04, 2023	2024 (Q2)	1.64 / 1.74	2.27	-23.35% (-0.53)	―
Jul 10, 2023	2024 (Q1)	1.68 / 1.94	2.41	-19.50% (-0.47)	―
Apr 26, 2023	2023 (Q4)	1.88 / 2.01	2.51	-19.92% (-0.50)	―
Jan 05, 2023	2023 (Q3)	2.60 / 2.75	3.72	-26.08% (-0.97)
Oct 05, 2022	2023 (Q2)	2.19 / 2.27	2.65	-14.34% (-0.38)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

---

HELE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 09, 2024	$62.37	$73.52	+17.88%
Jul 09, 2024	$89.01	$64.33	-27.73%
Apr 24, 2024	$100.28	$90.71	-9.54%
Jan 08, 2024	$115.98	$121.16	+4.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

---