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Sally Beauty's Q1 2026 – Net Sales Up 0.6%

Sally Beauty Holdings, Inc. has reported its first-quarter fiscal 2026 results, showcasing a positive start to the year. The company's consolidated net sales for the first quarter increased by 0.6% compared to the prior year, reaching $943 million.

The company's global e-commerce sales totaled $111 million, representing 11.7% of net sales. Additionally, the gross margin saw an expansion of 40 basis points to 51.2% on a GAAP basis and 50 basis points to 51.3% on an adjusted basis.

In terms of operating earnings, Sally Beauty Holdings reported GAAP operating earnings of $76 million and an adjusted operating earnings of $80 million, with an 8.1% GAAP operating margin and an 8.5% adjusted operating margin.

The company's cash flow from operations for the first quarter amounted to $93 million, with free cash flow totaling $57 million. During this period, Sally Beauty Holdings utilized its cash flow to repay $20 million of term loan b debt and repurchase 1.4 million shares under its share repurchase program at an aggregate cost of $21 million.

Looking ahead, the company has raised the low end of its fiscal 2026 EPS guidance. For the second quarter, it expects consolidated net sales to range from $895 million to $905 million, with comparable sales projected to increase by 0.5% to 1.5%. Moreover, the full-year guidance for consolidated net sales remains unchanged at $3.71 billion to $3.77 billion, with comparable sales expected to remain flat to up 1%.

Sally Beauty Holdings, Inc. is maintaining its focus on delivering value to shareholders while making strategic investments for growth and balance sheet strength. Following these announcements, the company's shares moved -2.71%, and are now trading at a price of $15.46. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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