earnings
confidence high
sentiment positive
materiality 0.75
Sally Beauty Q1: EPS $0.58 adj $0.43; comps +1.6%; reaffirms FY guidance
Sally Beauty Holdings, Inc.
2025-Q1 EPS reported
$0.58
revenue$937,895,000
- 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.