Q2 2026 Helen of Troy Ltd Earnings Call Transcript

Oct 9, 2025 / 01:00 PM GMT

Release Date Price: $20.71 (-24.99%)

Transcript 10-Q8-K

Key Points

Positve

Helen Of Troy Ltd (HELE) reported net sales and adjusted EPS at or above the high end of their outlook ranges, indicating a step in the right direction.
The company experienced double-digit revenue growth for brands like Hot Tools, Osprey, and Olive in June.
Direct-to-consumer (DTC) revenue grew by 15% year over year, showcasing strong online sales performance.
Positive free cash flow of $23 million fiscal year-to-date was achieved despite a cash flow drag from higher tariff payments.
The company has made meaningful progress across key priorities, including improving go-to-market and operating effectiveness, and refocusing on innovation for product-driven growth.

Negative

Helen Of Troy Ltd (HELE) faced a consolidated net sales decrease of 8.9%, with organic net sales declining by 16% when excluding Olive in June.
The company experienced significant tariff-related revenue disruptions, impacting approximately 30% of the organic revenue decline.
GAAP operating loss for the quarter was $315.7 million, primarily due to non-cash asset impairment charges.
The adjusted operating margin decreased by 360 basis points to 6.2%, driven by higher tariffs on cost of goods sold.
The company is navigating a challenging macro environment with ongoing consumer pressures, tariff impacts, and cautious retailer inventory management.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HELE.OQ - Helen of Troy Ltd
Q2 2026 Helen of Troy Ltd Earnings Call
Oct 09, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. Welcome to Helen of Troy's second quarter fiscal 2026 earnings call.

At this time, all participants are in listen-only mode.

The question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 from your telephone keypad. Please note that this conference is being recorded.

I'll now turn the conference over to Anne Mcunas, director of external communications.

Thank you, Ann. You may now begin.

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Unidentified_2 [2]
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Thank

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