HELE Stock Recent News

HELE's first-quarter fiscal 2026 earnings and revenue miss reflect tariff disruptions, weak China sales and U.S. consumer trade-down pressure.

I am initiating a Sell rating on Helen of Troy Limited with a fair value of $19 per share due to significant near-term risks. The company faces major headwinds from tariff uncertainty, weak consumer demand, and heavy reliance on large retailers, limiting its pricing power. A highly leveraged balance sheet, declining margins, and poor cash flow generation further increase downside risk for shareholders.

Helen of Troy (HELE) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.99 per share a year ago.

Helen of Troy Limited's Q1 earnings miss and tariff chaos have driven extreme pessimism, but the business remains cash flow positive and operationally resilient. Management is actively reducing China exposure, insiders are buying, and technical indicators suggest capitulation, supporting my contrarian Strong Buy rating in the low $20s. The market is ignoring Helen's global sourcing flexibility and manageable debt, with a possible earnings rebound to $5/share in 2026 from a cycle low in calendar 2025.

Helen of Troy Limited (NASDAQ:HELE ) Q1 2026 Results Conference Call July 10, 2025 9:00 AM ET Company Participants Anne Rakunas - Director of External Communications Brian L. Grass - Chief Executive Officer Tracy Schuerman - Chief Financial Officer Conference Call Participants Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Peter K.

Helen of Troy Ltd. (HELE) shares plunged 25% Thursday when the maker of consumer healthcare and home products posted weaker-than-expected results and guidance, which it blamed on slowing sales and the impact of new U.S. tariffs.

Helen of Troy (HELE) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.99 per share a year ago.

EL PASO, Texas--(BUSINESS WIRE)--Helen of Troy Limited (NASDAQ: HELE), designer, developer, and worldwide marketer of branded consumer home, outdoor, beauty, and wellness products, today reported results for the three-month period ended May 31, 2025. Executive Summary - First Quarter of Fiscal 2026 Compared to Fiscal 2025 Consolidated net sales revenue of $371.7 million compared to $416.8 million Gross profit margin of 47.1% compared to 48.7% Operating margin of (109.5)%, which includes non-cas.

Get a deeper insight into the potential performance of Helen of Troy (HELE) for the quarter ended May 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

HELE's Q1 revenues and earnings are likely to have declined due to soft demand, tariffs, and global headwinds.