Sally Beauty (SBH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

0.53

Last Year’s EPS

0.51

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:May 11, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a generally positive tone: consolidated revenue and comps grew, gross margins expanded, cash flow and shareholder returns were strong, digital and product innovation initiatives showed early traction, and the Fuel for Growth program remains on track. Offsetting these positives were persistent softness in the care/haircare category, flat-to-slightly-negative trends in the BSG top line, SG&A expense pressures, store reductions and an inventory write-off. Management presented clear remediation plans (POG reset, Ignited store rollouts, marketing and digital initiatives) and a tightened guidance range, indicating confidence in momentum while acknowledging near-term risks.

Company Guidance

Management tightened the top‑line outlook and maintained the rest of fiscal 2026 guidance: consolidated net sales of $3.725–3.750 billion (about +50 bps FX benefit), comparable sales flat to +1%, adjusted operating earnings $328–342 million, and adjusted diluted EPS $2.02–2.10; capital expenditures are expected to be ~ $100 million, free cash flow ~ $200 million with ~50% of FCF earmarked for share repurchases. For fiscal Q3 they guide consolidated net sales of $932–942 million (about +40 bps FX benefit), comparable sales roughly flat, adjusted operating earnings $83–89 million and adjusted diluted EPS $0.52–0.56. Management said they remain on track to capture roughly $45 million of Fuel for Growth benefits in FY2026 and to reach ~$120 million of cumulative run‑rate savings, and indicated Q4 net sales are expected to be slightly higher sequentially as Sally outperforms and BSG improves.

Consolidated Revenue and Comparable Sales Growth

Total sales of $903 million, up 2.3% year-over-year, with consolidated comparable sales increasing 1.3% and results described as at the high end of expectations.

Strong Profitability and Margins

Adjusted operating income of $73 million and adjusted diluted EPS of $0.44; adjusted gross margin expanded 80 basis points to 52.8% year-over-year, driven by higher product margins.

Robust Cash Generation and Capital Returns

Cash flow from operations of $73 million and free cash flow of $44 million; deployed $25 million to repurchase 1.7 million shares and paid down $20 million of term-loan debt; cash balance of $157 million and net leverage maintained at ~1.5x.

Sally Segment Outperformance

Sally net sales grew 4.1% to $521 million (including 230 bps FX benefit); segment comparable sales +2.5%, with Sally U.S. & Canada comps +4.4%; transactions and average ticket both up 2%; color category up 11% (12% in Sally U.S. & Canada).

E-commerce and Digital Momentum

Global e-commerce sales increased 13% to $108 million (12% of total net sales). Sally e-commerce grew 21% to $50 million (10% of segment sales) and Sally U.S. & Canada e-commerce grew 28%. New Sally app launch drove higher engagement, conversion, larger AOV and reduced cart abandonment.

BSG Margin Improvement

BSG achieved operating margin of 12.4%, up 90 basis points; BSG gross margin expanded 110 basis points to 40.9%, while top line remained roughly flat.

Fuel for Growth Program Progress

On track to capture approximately $45 million of gross margin and SG&A benefits in fiscal 2026 and to reach $120 million of cumulative run-rate savings over a 3-year period, with $9 million pretax benefits captured in Q2.

Product Innovation and Store Refresh Traction

New product launches and category expansions (ion Luxe infrared tools, Kiara Sky nails, fragrance rollout to 2,000 stores, Amika skincare launch) plus 40 Sally Ignited store refreshes completed (80 planned by fiscal year-end) showing positive KPIs (UPT, ATV, dwell time and cross-category penetration).

Sally Beauty (SBH) 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

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SBH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q3)	0.53 / -	0.51	―	―	―
May 11, 2026	2026 (Q2)	0.42 / 0.44	0.42	4.76% (+0.02)	―
Feb 09, 2026	2026 (Q1)	0.46 / 0.48	0.43	11.63% (+0.05)	―
Nov 13, 2025	2025 (Q4)	0.48 / 0.55	0.5	10.00% (+0.05)
Aug 05, 2025	2025 (Q3)	0.42 / 0.51	0.45	13.33% (+0.06)	―
May 12, 2025	2025 (Q2)	0.39 / 0.42	0.35	20.00% (+0.07)	―
Feb 13, 2025	2025 (Q1)	0.43 / 0.43	0.39	10.26% (+0.04)	―
Nov 14, 2024	2024 (Q4)	0.48 / 0.50	0.42	19.05% (+0.08)	―
Aug 08, 2024	2024 (Q3)	0.40 / 0.45	0.49	-8.16% (-0.04)
May 09, 2024	2024 (Q2)	0.40 / 0.35	0.41	-14.63% (-0.06)

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

SBH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 11, 2026	$14.03	$12.98	-7.48%
Feb 09, 2026	$16.16	$17.00	+5.20%
Nov 13, 2025	$14.68	$14.45	-1.57%
Aug 05, 2025	$9.97	$11.66	+16.95%

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.