{"filings":[{"id":92447,"accession_number":"0001193125-26-215645","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q2 sales up 2.3%; GAAP EPS $0.43 beats year-ago $0.38; guidance range narrowed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated net sales $903M (+2.3%), comparable sales +1.3%; GAAP diluted EPS $0.43 (+13%).","Adjusted diluted EPS $0.44 (+5%); GAAP gross margin expanded 70 bps to 52.7%.","Global e-commerce sales $108M (+13%), representing 12% of net sales.","Repaid $20M term loan, repurchased $25M in shares (1.7M shares); net debt leverage 1.5x.","FY2026 guidance: full-year net sales range tightened to $3.725B-$3.75B; other metrics reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":1846550000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1273226259.397436,"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":92446,"accession_number":"0001193125-26-138926","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Sally Beauty Holdings names Adrianne Lee as CFO; Marlo Cormier resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marlo Cormier resigns as CFO effective April 11, 2026; will receive $881,250 severance (15 months' salary) plus benefits.","Adrianne Lee appointed SVP and CFO effective April 28, 2026; previously President & CFO at Bed Bath & Beyond.","Kim McIntosh, Chief Accounting Officer, serves as interim principal financial officer from April 11 to April 28.","Lee receives base salary $725,000, target bonus 75%, and sign-on cash bonus $175,000 plus equity grants.","Company reaffirms Q2 and FY 2026 financial guidance previously provided on February 9, 2026."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1273226259.397436,"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":103289,"accession_number":"0001193125-26-109350","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Erin Nealy Cox resigns from Sally Beauty Board to join Walmart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erin Nealy Cox resigned from the Board on March 12, 2026, effective immediately.","Resignation is due to her transition to a new role at Walmart, Inc.","No disagreement existed between Cox and the Company leading to her resignation.","Her director term was set to expire at the 2027 Annual Meeting of Stockholders."],"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":1273226259.397436,"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":103288,"accession_number":"0001193125-26-041889","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q1 adjusted EPS +12% to $0.48; raises FY2026 guidance low end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $943M (+0.6%), comps flat; GAAP EPS $0.45 (-22%), adjusted EPS $0.48 (+12%).","Adjusted gross margin expanded 50 bps to 51.3%; adjusted operating margin 8.5%.","Cash from ops $93M; repaid $20M term loan, repurchased $21M shares; net debt leverage 1.5x.","Raised low end of FY2026 adj. EPS guidance to $2.02–$2.10 (from $2.00–$2.10); other guidance unchanged.","E-commerce sales $111M (11.7% of sales); Sally Beauty +1.2%, BSG -0.2% comp."],"consensus_eps_estimate":null,"consensus_eps_actual":0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":943168000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":103287,"accession_number":"0001193125-26-022747","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sally Beauty Holdings shareholders elect all 10 directors, approve say-on-pay, ratify KPMG","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All ten director nominees elected; Debra Perelman received 79.2M For (highest against with 5.66M), still passed.","Advisory say-on-pay resolution approved: 75.4M For, 9.3M Against, 238k Abstain (~88% support excluding broker non-votes).","Ratification of KPMG LLP as independent auditor for fiscal 2026 passed: 86.8M For, 2.4M Against, 10k Abstain (~97% support).","Quorum of 89.2M shares present out of 98.3M entitled; meeting held January 22, 2026."],"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":1273226259.397436,"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":119544,"accession_number":"0001193125-25-278770","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q4 beats expectations; adjusted EPS up 10% YoY, provides FY2026 guidance and long-term targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $947M (+1.3% YoY); comparable sales +1.3%; GAAP diluted EPS $0.49 (+7%), adjusted $0.55 (+10%).","Full year net sales $3.70B (-0.4%); adjusted diluted EPS $1.90 (+12%); free cash flow $216M.","Segment: Sally sales +1.4%, BSG +1.1%; consolidated gross margin expanded 100bps to 52.2%.","Net debt leverage 1.6x; no ABL borrowings; inventory down 4.7% to $988M; $53M in share repurchases in FY2025.","FY2026 guidance: net sales $3.71B-$3.77B, adjusted diluted EPS $2.00-$2.10; long-term targets see 1-3% annual sales growth."],"consensus_eps_estimate":null,"consensus_eps_actual":1.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":3701424000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1273226259.397436,"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":136112,"accession_number":"0001193125-25-173016","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q3 adj EPS $0.51 (+13% YoY); raises FY adj op margin to 8.6-8.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 consolidated net sales $933M (-1.0% YoY); comp sales -0.4%.","GAAP diluted EPS $0.44 (+22%); adjusted EPS $0.51 (+13%) with adjusted op margin 9.2% (+30 bps).","FY guidance: comp sales raised to ~flat; adj op margin raised to 8.6%-8.7% from 8.0%-8.5%.","Cash flow ops $69M; repaid $21M term loan; repurchased $13M shares; net debt leverage 1.7x.","Sally Beauty Supply comp -1.1%; Beauty Systems Group comp +0.5%, driven by hair color and expanded distribution."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":2754348000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":136111,"accession_number":"0000950170-25-094706","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Sally Beauty Holdings adopts amended bylaws with enhanced stockholder nomination rules","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board adopted Amended and Restated By-Laws effective July 2, 2025, with enhanced procedural mechanics for stockholder nominations and proposals.","New requirements include disclosure of relationships with other stockholders and financial supporters of nominations or proposals.","Company may disregard proxies for director nominees if stockholder fails to comply with Rule 14a-19 after providing notice.","Director candidates must complete a questionnaire, submit to interviews, and disclose any voting commitments or arrangements."],"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":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1273226259.397436,"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":153158,"accession_number":"0000950170-25-087677","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Sally Beauty Holdings appoints Max Rangel to board; nine of ten directors now independent","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Max Rangel, Global President and CEO of Spin Master, elected to board effective June 12, 2025.","Rangel brings three decades of consumer goods experience at P&G, Hershey, and S.C. Johnson.","Will serve on Nominating, Governance, and Corporate Responsibility and Compensation and Talent Committees.","Board now has ten directors, nine of whom are independent under NYSE listing standards.","No reportable transactions or material plans exist between Rangel and the company."],"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":1273226259.397436,"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":153157,"accession_number":"0001193125-25-117260","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Sally Beauty extends share repurchase program through Sep 2029; $501.1M remaining","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board extended term of $1.0B buyback program from Sep 30, 2025 to Sep 30, 2029.","Remaining authorization of $501.1 million under the 2017 program.","Total repurchased to date: $498.9 million since program inception.","Repurchases may be executed under Rule 10b5-1 plans to allow flexibility.","Extension signals management's commitment to returning capital to shareholders."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1273226259.397436,"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":153156,"accession_number":"0001193125-25-117254","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q2 adj EPS $0.42 (+20% YoY), sales down 2.8%; extends buyback to 2029","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $883M (-2.8% YoY); comparable sales -1.3%. GAAP EPS $0.38; adjusted EPS $0.42, up 20%.","Adjusted operating margin 8.5%, +90 bps YoY; third consecutive quarter of margin expansion.","Board extended share repurchase program to Sept 2029; $501.1M remaining; $10M repurchased in Q2.","FY2025 guidance: comparable sales flat to -1%; adjusted operating margin 8.0%-8.5%.","Q3 guidance: comparable sales flat to -2%; adjusted operating margin 8.0%-8.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":1821041000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":171940,"accession_number":"0001193125-25-025563","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q1: EPS $0.58 adj $0.43; comps +1.6%; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $938M (+0.7% YoY); comparable sales +1.6%; GAAP operating margin expanded 330 bps to 10.7%.","GAAP diluted EPS $0.58, adjusted $0.43; cash flow from ops $33.5M; repaid $41M term loan B debt.","Sally Beauty segment comps +1.7% (hair color, digital); BSG comps +1.4% (innovation, distribution).","Beauty Systems Group announced distribution partnership with K18 hair care brand, launches April 1.","Reaffirms FY comps flat-to-+2%, adj operating margin 8.5%-9.0%; Q2 comps expected flat."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":937895000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":171939,"accession_number":"0001193125-25-015568","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sally Beauty stockholders elect directors, approve 2025 Omnibus Incentive Plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 9 director nominees elected; Debra Perelman received lowest support (88.6M for vs 4.0M against).","Advisory vote on executive compensation passed with 88.6M for (approx 95.6% of votes cast).","Sally Beauty 2025 Omnibus Incentive Plan approved with 88.4M for (approx 95.2% of votes cast).","Ratification of KPMG as auditor for FY2025 approved with 94.7M for (99.0% of votes cast).","Stockholder proposal for director resignation guideline rejected with 56.4M against (61.2% of votes cast)."],"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":0.15,"market_cap_usd":1273226259.397436,"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":188937,"accession_number":"0001193125-24-277093","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Sally Beauty extends ABL facility maturity to December 2029; modifies covenant terms","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["ABL facility maturity extended from May 11, 2026 to December 11, 2029.","Certain covenant and reporting terms modified; no dollar amounts disclosed.","Facility remains secured by first-priority lien on accounts and inventory; second-priority on other assets.","Borrowers: Sally Holdings LLC, Beauty Systems Group LLC, Sally Beauty Supply LLC, and Canadian entity."],"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":1273226259.397436,"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":188936,"accession_number":"0001193125-24-257966","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q4 adj. EPS $0.50 (+19% YoY); net sales +1.5%; guides FY25 sales flat to up 2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $935M (+1.5%), comp +2.0%; adj. EPS $0.50 vs $0.42 prior year.","Adjusted operating margin expanded 80bps to 9.4%; full-year adj. operating margin 8.5%.","Beauty Systems Group acquired Exclusive Beauty Supplies (FL) for $7.5M; adds 3 stores and brand distribution rights.","FY2025 guidance: net sales flat to up 2%; adj. op. margin 8.5%-9.0% FY, Q1 8.0%-8.4%.","Q4 cash flow from ops $111M; repaid $45M ABL, repurchased $10M shares; net leverage 2.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":1.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":3717031000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1273226259.397436,"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":205412,"accession_number":"0001193125-24-196450","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q3 sales $942M (+1.2%), EPS $0.36; comp sales +1.5%, maintains FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.36, adjusted EPS $0.45; GAAP operating margin 7.6%, adjusted 8.9%.","Consolidated comp sales +1.5%; Sally comp +0.7%, BSG comp +2.6%.","Generated $48M operating cash flow; repurchased $10M in shares during quarter.","Maintained FY guidance: net sales flat, gross margin 50.5%-51.0%, adjusted op margin ~8.5%.","Repriced term loan B to SOFR+175bps, saving ~$2M annually in interest."],"consensus_eps_estimate":null,"consensus_eps_actual":0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":2782003000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1273226259.397436,"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":222319,"accession_number":"0000950170-24-056230","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q2 net sales $908M (-1.1%), adj EPS $0.35, refinances $680M note","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.27, adjusted EPS $0.35 vs $0.41 prior year; net sales $908.4M, down 1.1%.","Comparable sales -1.5%; Sally Beauty -4.0%, Beauty Systems Group +2.0%.","Refinanced $680M 5.625% senior note due 2025 with $600M 6.75% note due 2032.","FY2024 guidance: net sales ~flat, adj operating margin ~8.5%, op cash flow ~$240M, capex ~$100M.","Q2 operating cash flow $36.9M; repurchased 1.5M shares for $20M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":1839663000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1273226259.397436,"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":241840,"accession_number":"0001193125-24-048064","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Sally Beauty issues $600M 6.75% senior notes due 2032 to refinance 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 6.75% Senior Notes due March 1, 2032 via underwritten public offering.","Net proceeds plus borrowings and cash will redeem all $679.96M of outstanding 5.625% senior notes due 2025.","Interest payable semiannually on March 1 and September 1, beginning September 1, 2024.","Callable at 103.375% from March 2027, declining to par from March 2029; make-whole provision before March 2027.","Indenture includes customary covenants limiting indebtedness, dividends, liens, and transactions with affiliates."],"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":1273226259.397436,"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":241839,"accession_number":"0001193125-24-033924","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Sally Beauty issues $600M 6.75% notes due 2032 to refinance 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 6.75% Senior Notes due 2032 via underwriting agreement.","Net proceeds, with credit facility borrowings and cash, to redeem all outstanding 5.625% 2025 notes.","Offering expected to close February 27, 2024; redemption of 2025 notes expected March 13, 2024.","BofA Securities acted as representative of the underwriters in the offering.","Notes issued under existing shelf registration statement (333-255937)."],"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":1273226259.397436,"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":241838,"accession_number":"0001193125-24-031383","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-02-12T23:59:59+00:00","items":["7.01","8.01"],"status":"ready","headline":"Sally Beauty Holdings announces $600M senior notes offering to refinance 5.625% 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuers commenced $600M offering of senior notes due 2032; expected close Feb 27, 2024.","Net proceeds plus credit facility and cash to redeem all outstanding 5.625% Senior Notes due 2025.","Redemption of 2025 notes conditional on debt financings of at least $585M net; redemption date March 13, 2024.","New senior notes guaranteed by Sally Beauty Holdings and certain domestic subsidiaries."],"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":1273226259.397436,"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":241837,"accession_number":"0000950170-24-009604","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q1 net sales $931M (-2.7% YoY); adj. EPS $0.39; holds FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP diluted EPS $0.35 vs $0.46 prior year; adjusted diluted EPS $0.39 vs $0.52.","Consolidated net sales $931.3M, down 2.7% YoY; comparable sales declined 0.8%.","Cash flow from operations $51M; share repurchases $20M (1.9M shares).","Sally Beauty Supply comp sales -1.9%; Beauty Systems Group comp sales +0.7%.","Full year FY2024 guidance maintained: net sales flat YoY, adjusted op margin ≥9.0%, op cash flow ≥$260M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":931302000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1273226259.397436,"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":241836,"accession_number":"0000950170-24-009009","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sally Beauty shareholders elect all nine director nominees, approve say-on-pay, ratify KPMG","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["94.65M shares voted (~89% of outstanding) at Jan 25 annual meeting; all nine director nominees elected with 85.5M-90.8M votes each.","Advisory say-on-pay passed with 83.5M for, 6.9M against, 0.7M abstain; broker non-votes of 3.6M.","Ratification of KPMG as FY2024 auditor approved: 91.8M for, 2.8M against, 11.6K abstain.","Director votes: Rachel Bishop (85.5M for, 5.6M against) and Chip Molloy (86.3M for, 4.7M against) received highest opposition."],"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":0.15,"market_cap_usd":1273226259.397436,"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":259285,"accession_number":"0000950170-23-063339","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2023-11-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q4 net sales down 4.3%; adj EPS $0.42; guides FY2024 flat","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $921M (-4.3% YoY); consolidated comp sales down 1.6%.","GAAP gross margin 50.6% (+240bps); adj gross margin up 50bps to 50.6%.","Adjusted EPS $0.42 vs $0.50 prior year; operating cash flow $117M.","Beauty Systems Group acquired Goldwell of New York assets for $9M; expected 1% sales lift in BSG in FY2024.","FY2024 guidance: net sales/comp sales flat; adj operating margin ≥9.0%; operating cash flow ≥$260M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3728131000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1273226259.397436,"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":276552,"accession_number":"0000950170-23-037556","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q3 net sales $931M (-3.2% YoY); adjusted EPS $0.49; raises operating margin guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.46 vs $0.43 prior year; adjusted diluted EPS $0.49 vs $0.55 prior year.","Consolidated net sales $931M, down 3.2% YoY; comparable sales increased 0.6%.","Adjusted operating margin guidance raised to 9.0%-9.4% range (previously 8.5%-9.5%).","Sally Beauty segment comparable sales +3.0%; Beauty Systems Group segment -2.4%.","Company introduces new store concept ‘Happy Beauty Co.’ to drive future growth."],"consensus_eps_estimate":null,"consensus_eps_actual":1.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2806775000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1273226259.397436,"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":294307,"accession_number":"0001564590-23-006980","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q2 comp sales +5.7% but margins compress; EPS $0.37 GAAP, $0.41 adj.","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $918.7M (+0.8% YoY), comp sales +5.7%; e-commerce +9% to $87M (9.5% of sales).","GAAP diluted EPS $0.37 vs $0.42 prior year; adjusted EPS $0.41 vs $0.47.","GAAP operating margin 7.8% vs 9.5% prior year; adjusted margin 8.3% vs 9.9%.","Refinanced $406M term loan into new $400M term loan due 2030 (SOFR+250bps); also entered $200M interest rate swap at 3.705%.","Maintains FY2023 guidance: comp sales low-single-digit increase, gross margin >50%, adj. operating margin 8.5%-9.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1875767000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1273226259.397436,"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":314908,"accession_number":"0001193125-23-054632","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Sally Beauty enters $400M term loan B facility to refinance existing TLB","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $400M TLB bears interest at SOFR+2.50% or base rate+1.50%, matures Feb 28, 2030 or 91 days before 2025 notes maturity.","Quarterly amortization of 0.25% of original principal; final installment of remaining balance on maturity.","Secured by first-priority lien on substantially all assets (excluding ABL collateral) and second-priority on ABL collateral.","No financial maintenance covenants; prepayment premium of 1% within six months of closing.","Proceeds used to repay an existing term loan B 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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1273226259.397436,"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":314907,"accession_number":"0001564590-23-001311","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2023-02-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q1 net sales down 2.4%; adj. EPS $0.52; maintains FY23 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $957M (-2.4% YoY); consolidated comp sales +1.1%; e-commerce up 14% to $91M.","GAAP diluted EPS $0.46; adj. diluted EPS $0.52 vs $0.63 prior year; adj. op. margin 10.0%.","Closure of ~350 stores and two DCs completed; $7.7M charge in Q1; ~$10M net benefit to adj. op. earnings expected in FY23.","Maintains FY23 guidance: low-single-digit comp sales, gross margin above 50%, adj. op. margin 8.5%-9.5%.","Sally Beauty Supply comp +3.0%; Beauty Systems Group comp -1.5% on inflationary pressure on stylists."],"consensus_eps_estimate":null,"consensus_eps_actual":0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":957055000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":314906,"accession_number":"0001564590-23-001162","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"Sally Beauty Holdings: four directors retire; annual meeting votes approve say-on-pay and auditor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Four directors (Eisenberg, McMaster, Miller, Rabin) retired from board upon conclusion of Jan 26 annual meeting.","All nine director nominees were elected; votes ranged from 94M to 95.6M for each.","Say-on-pay advisory resolution approved with 92.9M for, 2.7M against.","Stockholders favored 1-year frequency for advisory votes on exec compensation; board adopted that.","Ratification of KPMG as auditor for FY2023 passed with 98.4M for, 0.93M 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":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1273226259.397436,"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":333277,"accession_number":"0001564590-22-037281","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-11-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q4 net sales down 2.8%; GAAP EPS $0.20; plans 350 store closures","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $0.20 vs $0.59 prior year; adjusted EPS $0.50 vs $0.64. Revenue $962.5M, -2.8% YoY.","GAAP operating margin 4.1%; adjusted operating margin 8.7%. Gross margin down 240 bps to 48.2% due to $19.4M inventory write-down.","Accelerating store optimization: ~350 closures (mostly Sally Beauty US) and two DC closures, expected $50M expense savings, ~$10M benefit to FY23 adjusted operating earnings.","FY2023 guidance: comparable sales up low single digits; net sales down low single digits; adjusted operating margin 8.5%-9.5%.","Long-term outlook: low- to mid-single-digit net sales growth, gross margins above 50%, low double-digit operating margins."],"consensus_eps_estimate":null,"consensus_eps_actual":1.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":3815565000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":350769,"accession_number":"0001564590-22-027904","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q3 GAAP EPS $0.43, down 35% YoY; sales down 6%; lowers FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.43 vs $0.66 prior year; adjusted EPS $0.55 vs $0.68.","Consolidated net sales $961M, down 6.0% YoY; comparable sales down 3.6%.","Gross margin improved 70 bps to 51.0%; adjusted operating margin 10.5%.","Full-year FY2022 net sales expected to decline ~2% (prior flat guidance); operating margin ~10.3% GAAP.","Completed full repayment of $300M of 8.75% senior secured notes; net leverage ratio 2.2x."],"consensus_eps_estimate":null,"consensus_eps_actual":1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":2853105000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1273226259.397436,"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":350768,"accession_number":"0001564590-22-027266","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Sally Beauty appoints three new independent directors: Bishop, Boyer, Molloy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rachel Bishop (President, Hefty Tableware at Reynolds Consumer Products), Jeffrey Boyer (COO of Fossil Group), and Chip Molloy (CFO of Sprouts Farmers Market) join board effective immediately.","Board now 46% women and 69% have joined within the last five years, reflecting refreshment initiative.","Bishop brings consumer goods and ESG experience; Boyer adds retail finance and operations expertise; Molloy contributes finance, PE, and board background.","All three are independent under NYSE standards and will receive standard director compensation per company policy."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1273226259.397436,"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":367965,"accession_number":"0001564590-22-022460","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-06-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sally Beauty CMO Pamela Kohn resigns; receives $618K severance, COBRA, prorated bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pamela K. Kohn resigned as SVP, Chief Merchandising Officer effective May 31, 2022.","Separation agreement includes $618,000 gross payment and $29,619.60 for 12 months COBRA.","Also includes prorated FY2022 annual bonus and 12 months of outplacement services.","No successor named; separation agreement to be filed in next 10-Q."],"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":1273226259.397436,"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":367964,"accession_number":"0001564590-22-018008","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q2 adjusted EPS $0.47 misses prior year; revises FY guidance lower","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 consolidated net sales $911M, down 1.6% YoY; comparable sales +0.2%.","GAAP diluted EPS $0.42; adjusted diluted EPS $0.47 vs $0.57 prior year.","Adjusted operating margin 9.9%, down 220 bps from 12.1% a year ago.","FY2022 guidance revised: net sales flat to down 2%; adjusted operating margin ~11.0%.","Repurchased 3.2M shares for $55.3M in Q2; net debt leverage 2.07x."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1891638000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":367963,"accession_number":"0001193125-22-134153","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-04-29T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Sally Beauty Holdings calls $300M of 8.750% Senior Secured Second Lien Notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of entire $300M aggregate principal amount of 8.750% Notes due 2025.","Redemption price set at 104.375% of principal plus accrued interest to May 31, 2022.","Redemption date is May 31, 2022; notice issued April 29, 2022.","Notes originally issued under indenture dated April 24, 2020."],"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":1273226259.397436,"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":387281,"accession_number":"0001564590-22-003455","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-02-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q1 net sales up 4.7%, adjusted EPS up 26% to $0.63; repurchases $75M in shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.60; adjusted diluted EPS $0.63 vs $0.50 prior year, a 26% increase.","Consolidated net sales $980M (+4.7%); comparable sales +6.1%; gross margin 51.0%, up 70 bps.","Sally Beauty Supply segment comp +4.4%; Beauty Systems Group comp +8.6%; global e-commerce $81M (8.3% of sales).","FY2022 guidance reiterated: net sales +3-4%, gross margin +40-60 bps, adjusted operating margin flat.","Repurchased 3.7M shares at $75M in Q1; net debt leverage ratio 1.87x; inventory up 12% for supply chain risk."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":980251000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1273226259.397436,"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":387280,"accession_number":"0001564590-22-003425","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2022-02-02T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Sally Beauty Holdings reports 2022 annual meeting results; all director nominees elected, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Ten directors elected with votes ranging from 95.1M to 102.5M in favor; broker non-votes of 2.66M.","Say-on-pay non-binding resolution approved: 100.6M for, 1.9M against, 220K abstain.","Ratification of KPMG as independent auditor for FY2022: 104.1M for, 1.3M against, 54K abstain.","Over 105M shares present (quorum); meeting held Jan 27, 2022; results filed on Feb 1, 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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1273226259.397436,"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":405222,"accession_number":"0001193125-21-352229","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2021-12-09T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Sally Beauty rescinds $679.96M note redemption after withdrawing debt offering due to market conditions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuers had conditionally called $679.96M of 5.625% Senior Notes due 2025 for redemption on Dec 13, 2021, contingent on refinancing.","Company announced a registered public offering of senior notes due 2030 on Dec 8, 2021, to finance the redemption.","Offering was withdrawn on Dec 9, 2021 due to market conditions, causing conditions for redemption to fail.","Conditional redemption notice rescinded; the $679.96M of 5.625% Notes due 2025 remain outstanding.","No new refinancing or redemption plan announced; company's debt profile unchanged for now."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1273226259.397436,"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":405221,"accession_number":"0001564590-21-056409","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2021-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Sally Beauty Q4 net sales $990M (+3.4%); FY2021 EPS $2.10; guides FY2022 sales growth 3-4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $0.59, adjusted $0.64; net sales $990.3M (+3.4% YoY); same-store sales +2.1%.","Full year net sales $3.87B (+10.3%), GAAP EPS $2.10, adjusted EPS $2.40; gross margin expanded 160 bps to 50.4%.","FY2021 debt reduced ~$420M; cash $401M; net debt leverage 1.69x; no revolver borrowings.","FY2022 guidance: net sales growth 3-4%, gross margin +40-60 bps, GAAP operating margin +90-110 bps.","Q4 adjusted operating margin 11.7%; Sally Beauty Supply same-store +2.3%, BSG same-store +1.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":3874997000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1273226259.397436,"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":405220,"accession_number":"0001193125-21-328058","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2021-11-12T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Sally Beauty issues conditional redemption notice for $679.96M of 5.625% Senior Notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Conditional notice to redeem entire $679.961M of 5.625% Senior Notes due 2025 on Dec 13, 2021.","Redemption price is 101.875% of principal plus accrued interest; contingent on debt refinancing.","If refinancing condition not satisfied, redemption may be delayed or rescinded at issuers' discretion.","Issuers Sally Holdings LLC and Sally Capital Inc. plan refinancing on terms satisfactory to them."],"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":1273226259.397436,"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":424265,"accession_number":"0001104659-21-111822","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2021-09-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Sally Beauty Holdings appoints Denise Paulonis as President and CEO effective October 1, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Denise Paulonis, a board member since 2018 and former Sprouts Farmers Market CFO, becomes President and CEO effective October 1, 2021.","Chris Brickman steps down as CEO and Chairman on September 30, 2021, and will serve as a consultant through March 2022 for up to $500,000.","Paulonis receives an annual salary of $1,100,000, a target bonus of 150% of base salary, and a long-term incentive award valued at $4,250,000.","Paulonis receives a $400,000 sign-on bonus and special equity awards of restricted stock ($1,450,000) and stock options ($1,000,000) vesting over three years.","Brickman's separation includes accelerated vesting of 275,570 options and 99,087 restricted shares, plus potential vesting of 24,202 performance-based RSUs."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1273226259.397436,"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":424264,"accession_number":"0001564590-21-038818","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2021-07-29T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Sally Beauty Q3 sales $1.02B, EPS $0.66; same-store sales up 44.7%; repurchase authorization extended","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net earnings $76.2M ($0.66/diluted share); adjusted EPS $0.68, up 718% YoY.","Consolidated net sales $1.02B, up 45.0%; same-store sales surged 44.7% on strong U.S. demand and easing COVID restrictions.","Gross margin expanded 470 bps to 50.3%; adjusted operating margin 12.6% vs 2.3% a year ago.","Reduced debt by $205M; ended Q3 with $270M cash and zero drawn on $500M revolver; net leverage 1.90x.","Board extended share repurchase program through Sep 2025, with $726.1M remaining under authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":1.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":2884737000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1273226259.397436,"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":424263,"accession_number":"0001564590-21-037865","cik":1368458,"company_name":"Sally Beauty Holdings, Inc.","ticker":"SBH","form_type":"8-K","filed_at":"2021-07-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Sally Beauty Holdings appoints former U.S. Attorney Erin Nealy Cox to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erin Nealy Cox elected to board on July 21, 2021; term runs until 2022 annual meeting.","Previously served as independent director from Aug 2016 to Nov 2017 before becoming U.S. Attorney.","Cybersecurity expert and trial attorney; was U.S. Attorney for Northern District of Texas until Jan 2021.","Board determined she is independent under NYSE standards; no family or related-party transactions.","Compensation will follow the company's Amended and Restated Independent Director Compensation Policy."],"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":1273226259.397436,"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":null}