Recent 8-K filings for HELE

• May 19, 2026, 4:30 PM ET other materiality 0.20 neutral item 5.02item 9.01

  Helen of Troy amends annual incentive plan with administrative and technical updates

  Board approved amended plan on May 13, 2026; removes references to Section 162(m) of Internal Revenue Code.

• April 23, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Helen of Troy Q4 net sales down 3.3%; GAAP loss/sh $2.41, adj. EPS $0.83; guides FY2027 adj. EPS $3.25-$3.75

  Q4 net revenue $470M, down 3.3% YoY; GAAP diluted loss per share $2.41 vs. EPS $2.22 prior year.

• January 8, 2026, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Helen of Troy Q3 GAAP loss $3.65/sh, adj EPS $1.71, cuts FY sales guidance to $1.76B-$1.77B

  GAAP diluted loss per share of $3.65 vs prior year EPS of $2.17; includes $72.1M after-tax impairment charge.

• November 25, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 7.01item 9.01

  Helen of Troy amends credit facility: revolver cut to $750M, leverage holiday extended

  Revolver commitment reduced from $1.0B to $750.0M; CFO says no near-term borrowing capacity limitation.

• November 4, 2025, 6:59 PM ET leadership materiality 0.20 neutral item 5.02

  Helen of Troy appoints CEO G. Scott Uzzell to Board of Directors

  CEO G. Scott Uzzell appointed to Board effective November 4, 2025.

• October 22, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02

  Helen of Troy CLO Tessa Judge to resign Nov 28 for other opportunity

  Tessa N. Judge, Chief Legal Officer and Secretary, resigns effective Nov 28, 2025.

• October 9, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Helen of Troy Q2 GAAP loss $13.44/share; $326.4M impairment; rev down 8.9%

  Consolidated net sales $431.8M, down 8.9% YoY; Organic business declined 16.0%.

• August 21, 2025, 7:59 PM ET other material materiality 0.50 neutral item 5.02item 5.07item 9.01

  Shareholders approve 2025 Stock Incentive Plan; adds 1,055,000 new shares

  2025 Stock Plan approved with 18,766,619 votes for (96.7% of votes cast); replaces 2018 Plan.

• August 14, 2025, 7:59 PM ET leadership materiality 0.75 positive item 5.02item 7.01item 9.01

  Helen of Troy appoints Scott Uzzell as CEO effective Sept 1, 2025; Grass returns as CFO

  Scott Uzzell appointed CEO effective Sept 1, 2025; previously EVP/GM North America at Nike and CEO of Converse.

• July 10, 2025, 7:59 PM ET earnings materiality 1.00 negative item 2.02item 9.01

  Helen of Troy Q1 net loss $450.7M, $19.65 diluted loss per share on $414M impairment

  Consolidated net sales $371.7M, down 10.8% YoY; GAAP diluted loss per share $19.65 vs EPS $0.26.

• June 5, 2025, 7:59 PM ET other material materiality 0.10 neutral item 7.01

  Helen of Troy publishes FY2025 sustainability report with no financial impact

  Issued FY2025 Sustainability Report on June 5, 2025.

• May 6, 2025, 7:59 PM ET leadership materiality 0.75 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×4

  CEO Noel Geoffroy departs; Brian Grass named interim CEO, Tracy Scheuerman interim CFO

  CEO Noel Geoffroy departed effective May 2, 2025; expects severance per employment agreement for termination without cause.

• April 24, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Helen of Troy Q4 revenue -0.7% to $485.9M; adj EPS $2.33 (-4.9%); no FY2026 guidance

  Q4 net sales $485.9M vs $489.2M (-0.7%); GAAP diluted EPS $2.22 (+24.0%), adjusted diluted EPS $2.33 (-4.9%).

• January 8, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Helen of Troy Q3 net sales down 3.4% to $530.7M; GAAP EPS $2.17; acquires Olive & June for $229.4M

  Consolidated net sales $530.7M (-3.4% YoY); GAAP diluted EPS $2.17 (vs $3.19); adjusted diluted EPS $2.67 (vs $2.79).

• December 16, 2024, 6:59 PM ET M&A materiality 0.75 positive item 2.03item 1.01item 7.01item 9.01

  Helen of Troy completes $229.4M acquisition of Olive & June; funds with $235M revolver draw

  Olive & June 2024 net sales expected ~$92M; acquisition immediately accretive to revenue growth, gross margin, adjusted EBITDA margin, adjusted EPS, and free cash flow.

• November 21, 2024, 6:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Helen of Troy to acquire nail care brand Olive & June for $240M

  Total purchase price $240M: $225M cash at closing + $15M earnout; multiple <11x CY2025 adj. EBITDA.

• October 9, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Helen of Troy Q2 sales down 3.5%; GAAP EPS $0.74, adj. EPS $1.21; reaffirms FY outlook

  Q2 net sales $474.2M, down 3.5% YoY; GAAP diluted EPS $0.74, adj. diluted EPS $1.21.

• August 23, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Helen of Troy shareholders elect all nine director nominees, approve say-on-pay and auditor

  All nine director nominees elected; Noel M. Geoffroy received 20,418,357 votes for, 401,764 against.

• July 9, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Helen of Troy Q1 adj EPS $0.99 vs $1.94; cuts FY adj EPS guidance to $7.00-$7.50

  Net sales $416.8M, down 12.2% YoY; Home & Outdoor -8.6%, Beauty & Wellness -15.2%.

• June 6, 2024, 7:59 PM ET other materiality 0.00 neutral item 7.01

  Helen of Troy issues FY 2024 ESG report; no material financial disclosures

  ESG report for fiscal year 2024 issued on June 6, 2024.

• April 24, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Helen of Troy Q4: net sales +1% to $489M; adj. EPS $2.45 vs $2.01; FY25 guide $1.965-2.025B

  GAAP diluted EPS $1.79 vs $1.50; adjusted diluted EPS $2.45 vs $2.01, beating expectations.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.75 · Most common event earnings

4 positive 8 negative 9 neutral

source · HELE on sec.gov