Recent 8-K filings for HELE

• July 8, 2026, 6:50 AM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Helen of Troy Q1 net sales +8.2% to $402M; adj. EPS $0.17 vs $0.41; raises FY sales outlook

  GAAP diluted EPS $1.51 includes $1.74 after-tax gain on sale of distribution facility; adjusted diluted EPS $0.17, down 58.5% YoY.

• 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 ◈ Material Agreements

  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.

• 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 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.

• 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.

• 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%.

• 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.

• February 20, 2024, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 9.01 ◈ Debt Financings ×4◈ Material Agreements

  Helen of Troy enters new $1.5B credit facility, replaces prior $1.25B revolver

  New Credit Agreement provides $1.0B revolver, $250M initial term loan (drawn), $250M delayed draw term loan, matures Feb 15, 2029.

• January 8, 2024, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Helen of Troy Q3 adj EPS $2.79, sales down 1.6%; narrows FY outlook; CEO succession to Noel Geoffroy on March 1

  Q3 net sales $549.6M (-1.6% YoY); GAAP EPS $3.19 vs $2.15; adjusted EPS $2.79 vs $2.75.

• October 4, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 5.02item 9.01 ◈ Earnings Releases◈ executive_change

  Helen of Troy Q2 sales down 5.7%; CFO Grass appointed permanent; reaffirms FY outlook

  Q2 net sales $491.6M, down 5.7% YoY; GAAP diluted EPS $1.14 vs $1.28; adjusted diluted EPS $1.74 vs $2.27.

• July 12, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Helen of Troy Q1 net sales down 6.6% to $474.7M; adj EPS $1.94

  GAAP diluted EPS $0.94 vs $1.02; adjusted diluted EPS $1.94 vs $2.41.

• April 26, 2023, 7:59 PM ET leadership materiality 0.70 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Helen of Troy CEO Julien Mininberg to retire Feb 2024; COO Noel Geoffroy appointed successor

  Julien Mininberg to retire as CEO on Feb 29, 2024, after 10 years as CEO and 34 years in industry.

• March 8, 2023, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change ×3

  CFO Matt Osberg resigns effective April 27, 2023; former CFO Brian Grass named interim CFO

  CFO Matt Osberg resigns effective April 27, 2023, to pursue opportunity closer to family in Minnesota.

• January 10, 2023, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Helen of Troy Q3 net sales -10.6% to $558.6M; GAAP EPS $2.15; adj EPS $2.75

  Consolidated net sales $558.6M, down 10.6% YoY; core net sales -10.0%.

• October 6, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 2.05item 9.01

  Helen of Troy Q2 GAAP EPS $1.28, core adj EPS $2.27; announces Project Pegasus restructuring

  Consolidated net sales $521.4M (+9.7% YoY driven by acquisitions; organic down -1.5%).

• July 12, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Helen of Troy Q1 net sales down 6.1% to $508M; cuts FY2023 guidance

  GAAP diluted EPS $1.02 vs $2.31; core adjusted diluted EPS $2.41, down 27.2% YoY.

• April 27, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 5.02item 9.01 ◈ executive_change

  Helen of Troy Q4 net sales $582M (+14.3%); adj. EPS $2.51 (+77%); FY23 Core EPS guidance $12.73-$13.03; appoints COO

  Q4 Core net sales +17.2% YoY; GAAP diluted EPS $1.64 vs $0.90; Core adjusted diluted EPS $2.51 (+76.8%).

• April 26, 2022, 7:59 PM ET M&A materiality 0.75 positive item 2.03item 7.01item 9.01

  Helen of Troy acquires Curlsmith (Recipe Products) for $150M cash

  Purchase consideration of $150M net of cash acquired; pre-synergy EV/EBITDA <10x vs. Helen of Troy's ~15x.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.60 · Most common event earnings

6 positive 10 negative 34 neutral

source · HELE on sec.gov