{"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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%","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}