{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-063339","form_type":"8-K","ticker":"SBH","cik":"0001368458","company_name":"Sally Beauty Holdings, Inc.","filed_at":"2023-11-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.772371+00:00","generated_at":"2026-06-08T03:17:14.834005+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Sally Beauty Q4 net sales down 4.3%; adj EPS $0.42; guides FY2024 flat","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-063339","json":"https://secwatch.observer/filing/0000950170-23-063339.json","markdown":"https://secwatch.observer/filing/0000950170-23-063339.md","text":"https://secwatch.observer/filing/0000950170-23-063339.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1368458/000095017023063339/0000950170-23-063339-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1368458/000095017023063339/sbh-20231114.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T03:17:14.834005+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"46c2f7ff5b479a19a9899cfdefdaa771a553fc7b","claim":"Sally Beauty Holdings, Inc. reported full year ended September 30, 2023 results: EPS $1.69.","evidence_excerpt":"Consolidated net sales of $3.73 billion, a decrease of 2.3% compared to the prior year, primarily driven by the Company’s store optimization plan;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1368458/000095017023063339/0000950170-23-063339-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year ended September 30, 2023"},{"label":"EPS","value":"$1.69"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"46c2f7ff5b479a19a9899cfdefdaa771a553fc7b","claim":"Sally Beauty Holdings, Inc. reported full year ended September 30, 2023 results: EPS $1.69.","evidence_excerpt":"GAAP diluted net earnings per share of $1.69 and Adjusted Diluted Net Earnings Per Share of $1.83;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1368458/000095017023063339/0000950170-23-063339-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year ended September 30, 2023"},{"label":"EPS","value":"$1.69"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"96d0c1c988a2a661c42431cd83a3b921adc62ff5","claim":"Sally Beauty Holdings, Inc. reported fourth quarter ended September 30, 2023 results: EPS $0.39.","evidence_excerpt":"Consolidated net sales of $921 million, a decrease of 4.3% compared to the prior year;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1368458/000095017023063339/0000950170-23-063339-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended September 30, 2023"},{"label":"EPS","value":"$0.39"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"96d0c1c988a2a661c42431cd83a3b921adc62ff5","claim":"Sally Beauty Holdings, Inc. reported fourth quarter ended September 30, 2023 results: EPS $0.39.","evidence_excerpt":"GAAP diluted net earnings per share of $0.39 and Adjusted Diluted Net Earnings Per Share of $0.42;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1368458/000095017023063339/0000950170-23-063339-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended September 30, 2023"},{"label":"EPS","value":"$0.39"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}