earnings
confidence high
sentiment positive
materiality 0.75
Sally Beauty Q2 adj EPS $0.42 (+20% YoY), sales down 2.8%; extends buyback to 2029
Sally Beauty Holdings, Inc.
2025-Q2 EPS reported
$0.96
revenue$1,821,041,000
- 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%.