{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-215645","form_type":"8-K","ticker":"SBH","cik":"0001368458","company_name":"Sally Beauty Holdings, Inc.","filed_at":"2026-05-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.197461+00:00","generated_at":"2026-05-14T18:32:46.696426+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Sally Beauty Q2 sales up 2.3%; GAAP EPS $0.43 beats year-ago $0.38; guidance range narrowed","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215645","json":"https://secwatch.observer/filing/0001193125-26-215645.json","markdown":"https://secwatch.observer/filing/0001193125-26-215645.md","text":"https://secwatch.observer/filing/0001193125-26-215645.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1368458/000119312526215645/0001193125-26-215645-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1368458/000119312526215645/d76806d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T18:32:46.696426+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":"6cefbb532b9b377b2b0b37f16eae78a3539b1aab","claim":"Sally Beauty Holdings, Inc. reported second quarter ended March 31, 2026 results: revenue $903 million, EPS $0.43. Guidance reaffirmed.","evidence_excerpt":"Consolidated net sales of $903 million, an increase of 2.3% compared to the prior year; • Consolidated comparable sales growth of 1.3%; • Global e-commerce sales increased 13% to $108 million, representing 12% of net sales; • GAAP gross margin expansion of 70 basis points to 52.7%; • Adjusted Gross Margin expansion of 80 basis points to 52.8%; • GAAP selling, general and administrative expenses of $404 million, an increase of $14 million compared to the prior year; • Adjusted Selling, General and Administrative Expenses of $404 million, an increase of $20 million compared to the prior year; • GAAP operating earnings of $72 million and GAAP operating margin of 8.0%; • Adjusted Operating Earnings of $73 million and Adjusted Operating Margin of 8.1%; • GAAP diluted net earnings per share of $0.43, an increase of 13% compared to the prior year;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1368458/000119312526215645/0001193125-26-215645-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended March 31, 2026"},{"label":"Revenue","value":"$903 million"},{"label":"EPS","value":"$0.43"},{"label":"Guidance","value":"reaffirmed"},{"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"}