Helen of Troy Limited (NASDAQ: HELE) Q2 2026 Earnings Call | 10/09/2025

5 months ago

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Helen of Troy Limited (NASDAQ: HELE) reported its fiscal Q2 2026 results, showcasing a resilient performance despite challenging macroeconomic conditions. Revenue declined 5% year-over-year to $520 million, impacted by currency headwinds and softer consumer discretionary spending. However, the company demonstrated strong operational discipline, with gross margins expanding by 150 basis points to 38.2%. Adjusted EBITDA was $80 million, reflecting a margin of 15.4%, driven by cost controls and product mix shifts. The Consumer Division experienced a 7% decline in sales, primarily driven by lower demand in the U.S. and EMEA regions, while the Health & Wellness segment saw a 3% increase, supported by accelerated e-commerce growth and new product launches. Net income was $22 million, with adjusted EPS at $0.78, beating analyst estimates amid ongoing efforts to optimize expenses and enhance channel partnerships. The company maintains a strong balance sheet with $340 million in cash and equivalents, and it reaffirmed its full-year guidance, targeting a revenue range of $2.1 billion to $2.2 billion and an adjusted EBITDA margin of approximately 15%. Management emphasized strategic focus on innovation and e-commerce expansion to counter demand headwinds, alongside ongoing supply chain improvements. They remain cautiously optimistic about medium-term growth prospects, supported by product diversification and global reach expansion in key markets. Risks include inflationary pressures, supply chain disruptions, and currency volatility. About Inside Ticker: Inside Ticker provides clear, timely, and professional coverage of earnings reports, market updates, and financial insights. For detailed analysis, visit https://www.insideticker.com/. HashTags: #HelenofTroy #HELE #Q22026 #Earnings #FinancialResults #Revenue #NetIncome #EPS #AdjustedEBITDA #ConsumerDivision #HealthAndWellness #ECommerce #ProductLaunches #CostControls #SupplyChain #CurrencyHeadwinds #Margins #GlobalExpansion #ChannelPartnerships #Innovation #MarketRisks #MediumTermGrowth #BusinessStrategy #InvestorUpdate #QuarterlyResults #FinancialDiscipline #ConsumerProducts #GlobalMarkets #SupplyChainResilience #BusinessGrowth

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