{"filings":[{"id":2493165,"accession_number":"0000916789-26-000104","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2026-08-26T20:05:15+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Helen of Troy shareholders approve 965,000-share increase to 2025 stock plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; votes for ranged 14.9M–17.3M, broker non-votes ~3.58M each.","Advisory say-on-pay approved: 16.0M for, 826K against, 510K abstain.","Amendment No. 1 to 2025 Stock Plan approved: 16.3M for, 1.0M against; shares increased from 1,055,000 to 2,020,000.","Grant Thornton LLP ratified as auditor: 20.6M for, 315K against, 13.9K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1507956,"accession_number":"0000916789-26-000094","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2026-07-08T10:50:52+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q1 net sales +8.2% to $402M; adj. EPS $0.17 vs $0.41; raises FY sales outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.51 includes $1.74 after-tax gain on sale of distribution facility; adjusted diluted EPS $0.17, down 58.5% YoY.","Consolidated net sales $402.1M (+8.2% YoY); Home & Outdoor +9.5%, Beauty & Wellness +7.0%.","Adjusted operating margin 4.0% vs 4.3% YoY; adjusted EBITDA margin 6.3% vs 6.9%.","FY 2027 outlook: raises net sales to $1.759-$1.831B; maintains adj. EPS $3.25-$3.75 and adj. EBITDA $190-$197M.","Net cash used by ops $0.6M vs provided $58.3M; debt $716.1M, down from $871M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":863197,"accession_number":"0000916789-26-000083","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2026-06-04T21:06:18+00:00","items":["7.01"],"status":"ready","headline":"Helen of Troy announces issuance of FY 2026 Sustainability Report","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Issued FY 2026 Sustainability Report; available on company website.","Report covers environmental, social, and governance metrics.","No financial guidance or operational changes disclosed.","Report is furnished under Reg FD, not filed with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":527676,"accession_number":"0000916789-26-000056","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2026-05-19T20:30:17+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helen of Troy amends annual incentive plan with administrative and technical updates","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved amended plan on May 13, 2026; removes references to Section 162(m) of Internal Revenue Code.","Aligns administrative provisions with the 2025 Stock Incentive Plan approved by shareholders.","Clarifies delegation authority to officers for setting awards for non-Named Executive Officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99742,"accession_number":"0000916789-26-000047","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q4 net sales down 3.3%; GAAP loss/sh $2.41, adj. EPS $0.83; guides FY2027 adj. EPS $3.25-$3.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $470M, down 3.3% YoY; GAAP diluted loss per share $2.41 vs. EPS $2.22 prior year.","Non-cash asset impairment charges of $79.2M in Q4 due to sustained stock price decline.","FY2026 adjusted diluted EPS $3.55, down from $7.17; FY2027 adjusted diluted EPS guidance $3.25-$3.75.","Subsequent event: sold Southaven distribution facility for $82M, gain of $54.9M recognized in Q1 FY2027.","FY2027 outlook: net sales $1.751-$1.822B; adj. EBITDA $190-$197M; net leverage target ~3.2x by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-39.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":1786290000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115922,"accession_number":"0000916789-26-000007","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q3 GAAP loss $3.65/sh, adj EPS $1.71, cuts FY sales guidance to $1.76B-$1.77B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted loss per share of $3.65 vs prior year EPS of $2.17; includes $72.1M after-tax impairment charge.","Adjusted diluted EPS fell 36% to $1.71 vs $2.67; adjusted operating margin down 370bps to 12.9%.","Net sales declined 3.4% to $512.8M; organic sales down 10.8%, partially offset by Olive & June acquisition contribution of $37.7M.","FY2026 outlook revised: net sales $1.758-$1.773B, GAAP diluted loss per share $36.07-$35.57, adjusted diluted EPS $3.25-$3.75.","Impairment charges of $65.9M pre-tax ($72.1M after tax) due to sustained stock price decline; goodwill and intangibles written down."],"consensus_eps_estimate":null,"consensus_eps_actual":-36.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1316265000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132337,"accession_number":"0000916789-25-000110","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Helen of Troy amends credit facility: revolver cut to $750M, leverage holiday extended","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver commitment reduced from $1.0B to $750.0M; CFO says no near-term borrowing capacity limitation.","Added interest margin tier at ≥4.00x net leverage: Base Rate +1.375% or Term SOFR +2.375% plus 0.10% credit spread.","Leverage ratio covenant amended with stepped maximums: 4.50x through Aug 2026, stepping down to 3.50x after Aug 2027.","Interest coverage ratio numerator changed from Consolidated EBIT to Consolidated EBITDA.","Certain investment and debt baskets reduced until August 31, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132336,"accession_number":"0000916789-25-000105","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Helen of Troy appoints CEO G. Scott Uzzell to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO G. Scott Uzzell appointed to Board effective November 4, 2025.","Mr. Uzzell will not serve on any Board committee and receives no additional compensation for board service.","No arrangements, family relationships, or related person transactions exist with Mr. Uzzell.","Board intends to nominate Mr. Uzzell at the next annual general meeting of shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132335,"accession_number":"0000916789-25-000100","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Helen of Troy CLO Tessa Judge to resign Nov 28 for other opportunity","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tessa N. Judge, Chief Legal Officer and Secretary, resigns effective Nov 28, 2025.","Resignation is voluntary, personal decision to pursue other opportunity, not due to disagreement.","She will continue serving until effective date to assist with transition.","No replacement has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132334,"accession_number":"0000916789-25-000096","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q2 GAAP loss $13.44/share; $326.4M impairment; rev down 8.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net sales $431.8M, down 8.9% YoY; Organic business declined 16.0%.","GAAP diluted loss per share $13.44 (incl. $12.77 after-tax impairment); adjusted EPS $0.59 vs $1.21.","Non-cash impairment of $326.4M (goodwill $292.6M, intangible $33.8M) due to stock-price decline.","Fiscal 2026 outlook: net sales $1.739-$1.780B, adjusted EPS $3.75-$4.25, tariff net impact <$20M.","Home & Outdoor net sales -13.7%; Beauty & Wellness -4.0% (Olive & June contributed $33.4M)."],"consensus_eps_estimate":null,"consensus_eps_actual":-33.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":803436000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148915,"accession_number":"0000916789-25-000054","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 2025 Stock Incentive Plan; adds 1,055,000 new shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2025 Stock Plan approved with 18,766,619 votes for (96.7% of votes cast); replaces 2018 Plan.","1,055,000 new Shares authorized plus any unissued shares from Prior Plan.","All eight director nominees elected, including Meeker, Berry, Carson, Case, Gomez, Otero, Raff, Woody.","Advisory vote on executive compensation (say-on-pay) passed with 18,587,564 for.","Ratification of Grant Thornton LLP as auditor approved with 21,263,746 for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148914,"accession_number":"0000916789-25-000051","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Helen of Troy appoints Scott Uzzell as CEO effective Sept 1, 2025; Grass returns as CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott Uzzell appointed CEO effective Sept 1, 2025; previously EVP/GM North America at Nike and CEO of Converse.","Brian Grass transitions back to CFO; Tracy Scheuerman serves in advisory role until Nov 2, 2025.","CEO compensation includes $1.1M base salary, target bonus 125%, and annual LTI target of $4.5M.","Sign-on bonus: $500K cash plus $3.25M in restricted stock with performance-based vesting tied to 10% annual share price growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148913,"accession_number":"0000916789-25-000038","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q1 net loss $450.7M, $19.65 diluted loss per share on $414M impairment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net sales $371.7M, down 10.8% YoY; GAAP diluted loss per share $19.65 vs EPS $0.26.","Recorded $414.4M non-cash asset impairment charges ($317M goodwill, $97.4M intangible) affecting both segments.","Adjusted diluted EPS $0.41 vs $0.99; adjusted operating margin 4.3% vs 10.3% on higher costs and trade-down.","Q2 FY2026 outlook: net sales $408-$432M and adjusted diluted EPS $0.45-$0.60, citing tariff uncertainty.","CEO search ongoing; interim CEO Brian Grass; expects net tariff impact on operating income <$15M."],"consensus_eps_estimate":null,"consensus_eps_actual":-19.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":371655000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167826,"accession_number":"0000916789-25-000029","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Helen of Troy publishes FY2025 sustainability report with no financial impact","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued FY2025 Sustainability Report on June 5, 2025.","Report is available on the company's website at www.helenoftroy.com/sustainability.","No financial results, guidance, or material operational changes were disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167825,"accession_number":"0000916789-25-000015","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CEO Noel Geoffroy departs; Brian Grass named interim CEO, Tracy Scheuerman interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Noel Geoffroy departed effective May 2, 2025; expects severance per employment agreement for termination without cause.","CFO Brian Grass appointed interim CEO; Tracy Scheuerman appointed interim CFO until November 2, 2025.","Board engaged an executive search firm to identify a permanent CEO; Grass serves until permanent appointment.","Grass interim CEO compensation: $1M base salary, 125% bonus target, $4.8M in long-term incentive awards (equity).","Scheuerman interim CFO compensation: $287,500 base for term, $650K RSU sign-on, and FY2026 bonus eligibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167824,"accession_number":"0000916789-25-000010","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q4 revenue -0.7% to $485.9M; adj EPS $2.33 (-4.9%); no FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $485.9M vs $489.2M (-0.7%); GAAP diluted EPS $2.22 (+24.0%), adjusted diluted EPS $2.33 (-4.9%).","Non-cash asset impairment charges of $51.5M to reduce Drybar goodwill/tradename in Beauty & Wellness segment.","Olive & June acquisition contributed $23.0M to Q4 revenue; Project Pegasus completed with total pre-tax charges of $60.9M.","No FY2026 outlook provided due to evolving global tariff policies; implementing cost cuts including freeze on China inventory purchases and reduced marketing.","FY2025 full-year revenue $1.908B (-4.9%); free cash flow $83.1M vs $269.4M; adjusted EBITDA margin 15.2% vs 16.8%."],"consensus_eps_estimate":1.7462,"consensus_eps_actual":5.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":1907665000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185081,"accession_number":"0000916789-25-000003","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2025-01-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q3 net sales down 3.4% to $530.7M; GAAP EPS $2.17; acquires Olive & June for $229.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net sales $530.7M (-3.4% YoY); GAAP diluted EPS $2.17 (vs $3.19); adjusted diluted EPS $2.67 (vs $2.79).","Home & Outdoor +4.3% to $246.1M; Beauty & Wellness -9.3% to $284.6M due to weak illness season and soft beauty demand.","FY2025 guidance narrowed: net sales $1.888-$1.913B; GAAP EPS $4.60-$5.02; adjusted EPS $7.15-$7.40; adj. EBITDA $292-$295M.","Acquired Olive & June on Dec 16 for initial cash $229.4M (net) plus up to $15M contingent; funded with cash and revolver.","Project Pegasus on track; FY2025 savings $26M-$30M; total targeted annual savings $75M-$85M by FY2027."],"consensus_eps_estimate":0.5365,"consensus_eps_actual":3.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":1421774000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201690,"accession_number":"0000916789-24-000041","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["2.03","1.01","7.01","9.01"],"status":"ready","headline":"Helen of Troy completes $229.4M acquisition of Olive & June; funds with $235M revolver draw","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Olive & June 2024 net sales expected ~$92M; acquisition immediately accretive to revenue growth, gross margin, adjusted EBITDA margin, adjusted EPS, and free cash flow.","Initial cash consideration $229.4M net of cash acquired, plus up to $15M contingent earnout over 3 years.","Borrowed $235M under revolving credit facility; pro forma net leverage ratio 3x at closing.","Swapped $550M (56% of floating borrowings) to fixed SOFR 3.9% through February 2026.","Helen of Troy to update fiscal 2025 outlook including Olive & June on Jan 9, 2025 with Q3 earnings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201689,"accession_number":"0000916789-24-000039","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-11-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Helen of Troy to acquire nail care brand Olive & June for $240M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price $240M: $225M cash at closing + $15M earnout; multiple <11x CY2025 adj. 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EBITDA margin, adj. diluted EPS, and FCF conversion.","Pro forma net leverage ratio expected 3x or less at closing; founder/CEO Sarah Gibson Tuttle to remain.","Helen of Troy also executed $250M notional interest rate swaps in Sept 2024, fixing avg SOFR at 3.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201688,"accession_number":"0000916789-24-000036","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-10-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q2 sales down 3.5%; GAAP EPS $0.74, adj. EPS $1.21; reaffirms FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $474.2M, down 3.5% YoY; GAAP diluted EPS $0.74, adj. diluted EPS $1.21.","Operating margin declined 220 bps to 7.3% on higher SG&A and lower gross margin.","Beauty & Wellness segment sales down 7.7% to $232.3M; Home & Outdoor up 0.8% to $241.9M.","FY2025 outlook unchanged: net sales $1.885-$1.935B, adj. EPS $7.00-$7.50, adj. EBITDA $287-$297M.","Free cash flow guidance reduced to $180-$200M; net leverage target raised to 1.9x-1.8x."],"consensus_eps_estimate":0.867,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":891068000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217678,"accession_number":"0000916789-24-000032","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-08-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Helen of Troy shareholders elect all nine director nominees, approve say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; Noel M. Geoffroy received 20,418,357 votes for, 401,764 against.","Advisory vote on executive compensation approved: 18,977,730 for, 1,864,752 against, 57,761 abstain.","Ratification of Grant Thornton LLP as auditor approved: 21,396,384 for, 227,934 against, 159,670 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217677,"accession_number":"0000916789-24-000029","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-07-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q1 adj EPS $0.99 vs $1.94; cuts FY adj EPS guidance to $7.00-$7.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $416.8M, down 12.2% YoY; Home & Outdoor -8.6%, Beauty & Wellness -15.2%.","GAAP diluted EPS $0.26 vs $0.94; adjusted diluted EPS $0.99 vs $1.94; gross margin +330 bps to 48.7%.","Cuts FY25 outlook: revenue $1.885B-$1.935B, adjusted EPS $7.00-$7.50, adj EBITDA $287M-$297M.","Free cash flow $16.2M vs $109.2M; repurchased 1.01M shares for $100M in Q1.","Cites internal (TN distribution automation issues, Curlsmith integration) and external headwinds (softer demand, promotion)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":416847000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237570,"accession_number":"0000916789-24-000021","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Helen of Troy issues FY 2024 ESG report; no material financial disclosures","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["ESG report for fiscal year 2024 issued on June 6, 2024.","Report posted on company website at www.helenoftroy.com/esg.","No specific environmental, social, or governance targets or metrics disclosed in the filing.","Filing under Item 7.01 is furnished, not filed, with no incorporation by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237569,"accession_number":"0000916789-24-000014","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q4: net sales +1% to $489M; adj. EPS $2.45 vs $2.01; FY25 guide $1.965-2.025B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.79 vs $1.50; adjusted diluted EPS $2.45 vs $2.01, beating expectations.","Gross margin up 570 bps to 49.0%; adjusted EBITDA margin up 410 bps to 19.3% ($94.3M).","Project Pegasus charges lowered to $50-55M; annual savings of $75-85M now expected by FY27.","FY25 outlook: net sales $1.965-2.025B; GAAP EPS $6.68-7.45; adjusted EPS $8.70-9.20.","Total debt reduced to $665.7M from $934.4M; free cash flow $269.4M vs $33.4M last year."],"consensus_eps_estimate":null,"consensus_eps_actual":7.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":2005050000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255111,"accession_number":"0000916789-24-000010","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Noel M. Geoffroy appointed to Board effective March 1, 2024; Mininberg retired","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Noel M. Geoffroy appointed as director effective March 1, 2024; she was previously named CEO per succession plan.","Julien R. Mininberg retired as CEO on February 29, 2024 and resigned from the Board.","Ms. Geoffroy will not serve on independent committees and receives no additional director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255110,"accession_number":"0000916789-24-000007","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Helen of Troy enters new $1.5B credit facility, replaces prior $1.25B revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New Credit Agreement provides $1.0B revolver, $250M initial term loan (drawn), $250M delayed draw term loan, matures Feb 15, 2029.","Proceeds from initial term loan used to refinance ~$242.2M outstanding under prior agreement; no early termination penalties.","Accordion feature allows commitment increases up to fixed incremental amount plus unlimited if leverage ratio ≤3.25x.","Financial covenants include max leverage ratio and min interest coverage ratio; interest based on Term SOFR plus 1.0%-2.125%.","Prior $1.25B credit agreement terminated in connection with the new facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255109,"accession_number":"0000916789-24-000003","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q3 adj EPS $2.79, sales down 1.6%; narrows FY outlook; CEO succession to Noel Geoffroy on March 1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $549.6M (-1.6% YoY); GAAP EPS $3.19 vs $2.15; adjusted EPS $2.79 vs $2.75.","Operating margin 19.5% (+570 bps) helped by $34.2M gain on sale of El Paso facilities.","Fiscal 2024 outlook narrowed: net sales $1.975-2.0B; adjusted EPS $8.60-8.85; adjusted EBITDA lowered to $330-335M (growth 0.8-2.3%).","CEO Julien Mininberg to retire March 1, 2024; COO Noel Geoffroy to become CEO.","Q3 cash from operations $74.7M; free cash flow $65.6M; year-to-date free cash flow $202.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":5.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":1515849000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272577,"accession_number":"0000916789-23-000044","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-10-04T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Helen of Troy Q2 sales down 5.7%; CFO Grass appointed permanent; reaffirms FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $491.6M, down 5.7% YoY; GAAP diluted EPS $1.14 vs $1.28; adjusted diluted EPS $1.74 vs $2.27.","Gross margin improved 420 bps to 46.7%; GAAP operating margin 9.5% (up 50 bps); adjusted operating margin 12.7% (down 120 bps).","Cash from operations $36.7M vs -$37.0M; free cash flow $28.0M vs -$73.5M; repurchased 381,200 shares for $50M.","FY2024 outlook maintained: net sales $1.965-$2.015B, adjusted diluted EPS $8.50-$9.00, free cash flow $250-$270M.","Brian Grass appointed permanent CFO effective Sept 23, 2023; base salary $600K, target bonus 85%, LTI target $1.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":966235000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272576,"accession_number":"0000916789-23-000046","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K/A","filed_at":"2023-10-04T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Helen of Troy cuts Project Pegasus restructuring estimate to $60-65M; extends to FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Original estimate of $85-95M now lowered to $60-65M; completion pushed from FY2024 to FY2025.","Charges: severance $22-25M, professional fees $30M, contract termination $5M, other $3-5M.","Segment breakdown: Home & Outdoor $17-19M, Beauty & Wellness $43-46M, mostly cash expenditures.","Annualized pre-tax savings target remains $75-85M, ~60% COGS, ~40% SG&A, substantially achieved by FY2026.","Savings cadence: 25% in FY2024, 50% in FY2025, 25% in FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289408,"accession_number":"0000916789-23-000040","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-08-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Helen of Troy shareholders elect all nine directors, approve say-on-pay and annual vote frequency","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; votes ranged from 20.9M (Meeker) to 21.6M (Berry).","Julien Mininberg to retire as CEO on Feb 29, 2024; cease as director upon retirement.","Advisory vote on executive compensation approved: 20,928,290 for, 721,660 against.","Shareholders voted 21,294,189 for 1-year frequency of say-on-pay; board adopts annual frequency.","Ratification of Grant Thornton LLP as auditor approved: 22,778,781 for, 96,988 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289407,"accession_number":"0000916789-23-000035","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-07-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q1 net sales down 6.6% to $474.7M; adj EPS $1.94","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.94 vs $1.02; adjusted diluted EPS $1.94 vs $2.41.","Gross margin up 380 bps to 45.4%; operating margin up 190 bps to 8.6%.","Cash from operations $121.1M vs -$38.4M; free cash flow $109.2M vs -$114.6M.","FY2024 outlook maintained: net sales $1.965-$2.015B, adj EPS $8.50-$9.00, FCF $250-$270M.","Project Pegasus on track for $20M FY2024 savings; debt reduced to $837.2M from $1.1056B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":474672000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310222,"accession_number":"0000916789-23-000024","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Helen of Troy issues FY2023 ESG Report with no material financial updates","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["ESG report for fiscal year 2023 published on company website on June 1, 2023.","Report contains no new financial data or changes to business operations.","No material disclosures beyond standard ESG metrics and initiatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310221,"accession_number":"0000916789-23-000019","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy announces Q4 FY2023 results; no specific figures in provided exhibit","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing states press release issued with results for quarter and year ended Feb 28, 2023.","Appended exhibit is conference call transcript, which does not contain financial data.","Conference call held April 27, 2023 with CEO, COO, Interim CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310220,"accession_number":"0000916789-23-000014","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Helen of Troy CEO Julien Mininberg to retire Feb 2024; COO Noel Geoffroy appointed successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Julien Mininberg to retire as CEO on Feb 29, 2024, after 10 years as CEO and 34 years in industry.","Noel Geoffroy, current COO, unanimously appointed by Board to become CEO effective March 1, 2024.","Geoffroy's employment agreement includes $1M base salary, 125% target bonus, and $3.8M equity award target.","Geoffroy joined Helen of Troy in May 2022 as COO; previously at Sanofi and Kellogg.","Mininberg's tenure saw net sales more than double to over $2B and adjusted EPS more than triple."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310219,"accession_number":"0000916789-23-000012","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Helen of Troy restructures segments; recasts historical results under Home & Outdoor and Beauty & Wellness","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Combined Health & Wellness and Beauty into Beauty & Wellness segment under Project Pegasus; no change to Home & Outdoor.","Fiscal 2023 Q3 recast revenue: Total $558.6M; Home & Outdoor $228.9M; Beauty & Wellness $329.7M.","Fiscal 2022 full-year recast revenue: Total $2.223B; Home & Outdoor $865.8M; Beauty & Wellness $1.358B.","Q3 FY2023 organic sales declined 18.5% overall; Home & Outdoor organic down 23.3%, Beauty & Wellness organic down 15.4%.","Exhibit 99.1 provides recast quarterly segment revenue data for FY2022 and FY2023 through November 30, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328879,"accession_number":"0000916789-23-000009","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CFO Matt Osberg resigns effective April 27, 2023; former CFO Brian Grass named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Matt Osberg resigns effective April 27, 2023, to pursue opportunity closer to family in Minnesota.","Brian Grass, retired Helen of Troy CFO, appointed Assistant CFO on March 21, then interim CFO from April 28.","Grass to receive base salary $1,350,000 for initial term through Sept 28, 2023, plus $450K sign-on RSU grant.","Company will conduct national search for permanent CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328878,"accession_number":"0000916789-23-000005","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q3 net sales -10.6% to $558.6M; GAAP EPS $2.15; adj EPS $2.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net sales $558.6M, down 10.6% YoY; core net sales -10.0%.","GAAP diluted EPS $2.15 vs $3.10; core adjusted diluted EPS $2.75 vs $3.72 (down 26.1%).","Gross margin improved 2.1 ppts to 45.9% due to favorable mix and price increases.","Raises FY2023 net sales guidance bottom to $2.025-2.050B; adj EPS guidance to $9.20-$9.40.","Project Pegasus: combines Beauty & Health into Beauty & Wellness segment; creates North America RMO."],"consensus_eps_estimate":null,"consensus_eps_actual":4.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":1588084000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346539,"accession_number":"0000916789-22-000076","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-11-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Helen of Troy amends credit agreement to permit supply chain financing programs","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fifth Amendment to Credit Agreement dated Nov 2, 2022 with Bank of America as administrative agent.","Amendment permits Helen of Troy and subsidiaries to enter supply chain financing programs.","Obligations under permitted supply chain programs excluded from leverage ratio calculation.","No financial impact disclosed; existing covenants, terms, and guarantees remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346538,"accession_number":"0000916789-22-000074","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-10-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Conference call transcript furnished for Q2 FY2023; no new financial data in this filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company discussed Q2 fiscal 2023 results on October 5, 2022 conference call.","Specific financial figures (revenue, EPS) were reported in a separate 8-K filed October 6, 2022.","Transcript includes remarks from CEO Julien Mininberg and CFO Matt Osberg.","Filing contains forward-looking statements and references to non-GAAP measures.","No additional material information beyond the previously disclosed earnings results."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":1029478000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346537,"accession_number":"0000916789-22-000072","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-10-06T23:59:59+00:00","items":["2.02","2.05","9.01"],"status":"ready","headline":"Helen of Troy Q2 GAAP EPS $1.28, core adj EPS $2.27; announces Project Pegasus restructuring","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net sales $521.4M (+9.7% YoY driven by acquisitions; organic down -1.5%).","GAAP diluted EPS $1.28 (down 39.3% YoY); core adj. diluted EPS $2.27 (down 14.3%).","FY2023 guidance lowered: net sales $2.00-2.05B, adj. EPS $9.00-9.40.","Board authorized Project Pegasus restructuring targeting $75-85M annualized pre-tax savings by FY2026, with $85-95M one-time charges.","Health & Wellness segment revenue up 27.6% (EPA benefit); Beauty segment down -15.4%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":1029478000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362924,"accession_number":"0000916789-22-000065","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-08-30T23:59:59+00:00","items":["1.01","5.07","9.01"],"status":"ready","headline":"Helen of Troy amends credit agreements, adjusts leverage covenants and adds $100M receivables financing capacity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Seventh Amendment to Guaranty Agreement sets max leverage ratio at 4.25x through May 2022, stepping down to 3.50x thereafter.","Permitted Receivables Financing added with capacity up to $100M; interest rate benchmark changed from eurodollar to Term SOFR.","Sixth Supplemental Trust Indenture replaces eurodollar rate with Term SOFR plus margin of 1.0%-2.0% and 0.10% credit spread.","All nine director nominees elected at AGM; advisory vote on executive compensation and ratification of Grant Thornton LLP approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362923,"accession_number":"0000916789-22-000061","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-07-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helen of Troy Q1 net sales down 6.1% to $508M; cuts FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.02 vs $2.31; core adjusted diluted EPS $2.41, down 27.2% YoY.","Health & Wellness segment operating loss of $6.1M (3.6% margin) vs income of $11.2M a year ago.","Beauty segment net sales fell 26.9% to $104.9M; Home & Outdoor grew 21% on Osprey acquisition.","FY2023 outlook lowered: net sales $2.150-2.200B, adj. diluted EPS $9.85-10.35 from prior $10.80-11.50.","Company plans cost-reduction initiatives to improve efficiency, with benefits expected in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":508078000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362922,"accession_number":"0000916789-22-000057","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K/A","filed_at":"2022-07-01T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Helen of Troy obtains $250M term loan, amends credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$250M incremental term loan established under fourth amendment dated June 28, 2022.","LIBOR replaced with Term SOFR; existing Eurodollar Rate Loans converted after amendment effective date.","Curlsmith Acquisition (Recipe Products Ltd., April 25, 2022) designated as Qualified Acquisition.","Amendment waives certain delivery requirements; new Term Loan Notes executed by borrower.","Existing credit agreement amended in its entirety; original 8-K corrected to include complete exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382597,"accession_number":"0000916789-22-000055","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-06-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Helen of Troy borrows $250M term loan; replaces LIBOR with SOFR","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowed $250M term loan under accordion; proceeds to repay revolving loans.","Term loan matures March 13, 2025; quarterly installments of 0.625%.","Replaced LIBOR with Term SOFR as benchmark rate under the credit agreement.","Leverage ratio temporarily increased to 4.25x due to Curlsmith acquisition.","Existing Eurodollar rate loans to convert to Term SOFR at end of interest period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382596,"accession_number":"0000916789-22-000049","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-06-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Helen of Troy publishes fiscal 2022 ESG report","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ESG report for FY2022 issued on June 1, 2022.","Report is accessible on the company's website at www.helenoftroy.com/esg.","No material financial or operational updates in this disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382595,"accession_number":"0000916789-22-000035","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-05-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helen of Troy enters severance agreements with CLO Tessa Judge and COO Noel Geoffroy","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Severance agreements dated May 17, 2022 with CLO Tessa Judge and COO Noel Geoffroy.","Non-change-of-control: 1x base salary, 100% target bonus, pro rata equity, COBRA 12 months.","Change-of-control: 1.5x base salary plus target bonus, full equity vesting, COBRA 18 months.","Retirement eligibility: age+service >=65 and 10 years tenure; continued RSA vesting.","Benefits require signing general release and include non-disparagement covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382594,"accession_number":"0000916789-22-000030","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Helen of Troy appoints Tabata Gomez and Elena Otero to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointments effective May 3, 2022 until next annual meeting or successor elected.","No committee assignments determined as of the filing date.","Both will receive same compensation as other non-employee directors, pro-rated.","No family relationships or related person transactions with the Company.","Intent to nominate both at the next annual general meeting of shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382593,"accession_number":"0000916789-22-000027","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-04-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Helen of Troy provides fiscal 2022 earnings call transcript and Q1 2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Conference call held on April 27, 2022 discussed results for fiscal year ended February 28, 2022.","Investor presentation posted on April 29, 2022 includes additional outlook for first quarter of fiscal 2023.","Forward-looking statements highlight risks including COVID-19, Russia-Ukraine conflict, and supply chain challenges.","CEO Julien Mininberg and CFO Matt Osberg participated in the earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":9.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":2223355000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382592,"accession_number":"0000916789-22-000023","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Helen of Troy Q4 net sales $582M (+14.3%); 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EPS $2.51 (+77%); FY23 Core EPS guidance $12.73-$13.03; appoints COO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 Core net sales +17.2% YoY; GAAP diluted EPS $1.64 vs $0.90; Core adjusted diluted EPS $2.51 (+76.8%).","Full year Core net sales +8.4% YoY; Core adjusted diluted EPS $12.18 (+10.4%); online channel sales $(1.3)% decline.","Fiscal 2023 outlook: consolidated net sales growth 6.8%-8.8%; Core adjusted diluted EPS $12.73-$13.03, growth 4.5%-7.0%.","Appointed Noel Geoffroy as COO effective May 9, 2022; base salary $575k, target bonus 90%, LTI target $1.1M.","Q4 EPA compliance costs $11.4M; completed sale of Latin America Personal Care business for $1.8M in cash post-quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":9.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":2223355000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382591,"accession_number":"0000916789-22-000021","cik":916789,"company_name":"HELEN OF TROY LTD","ticker":"HELE","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["2.03","7.01","9.01"],"status":"ready","headline":"Helen of Troy acquires Curlsmith (Recipe Products) for $150M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase consideration of $150M net of cash acquired; pre-synergy EV/EBITDA <10x vs. Helen of Troy's ~15x.","Curlsmith expected CY2022 net sales of $40-42M; more than doubled revenue between 2020-2021.","Acquisition immediately accretive to sales growth, gross margin, adjusted EBITDA margin, adjusted EPS, and cash flow.","Adds premium, fast-growing textured-hair brand to Beauty segment; complements Drybar, Revlon, HOT Tools.","60% of U.S. consumers have curly/textured hair; prestige textured haircare growing 10x faster than non-textured."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":633772476.2753189,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-04-26T23:59:59+00:00|382591"}