Highest-materiality recent filing
Sally Beauty Q2 sales up 2.3%; GAAP EPS $0.43 beats year-ago $0.38; guidance range narrowed
Consolidated net sales $903M (+2.3%), comparable sales +1.3%; GAAP diluted EPS $0.43 (+13%).
Sally Beauty Holdings names Adrianne Lee as CFO; Marlo Cormier resigns
Marlo Cormier resigns as CFO effective April 11, 2026; will receive $881,250 severance (15 months' salary) plus benefits.
Director Erin Nealy Cox resigns from Sally Beauty Board to join Walmart
Erin Nealy Cox resigned from the Board on March 12, 2026, effective immediately.
Sally Beauty Q1 adjusted EPS +12% to $0.48; raises FY2026 guidance low end
Q1 net sales $943M (+0.6%), comps flat; GAAP EPS $0.45 (-22%), adjusted EPS $0.48 (+12%).
Sally Beauty Holdings shareholders elect all 10 directors, approve say-on-pay, ratify KPMG
All ten director nominees elected; Debra Perelman received 79.2M For (highest against with 5.66M), still passed.
Q4 net sales $947M (+1.3% YoY); comparable sales +1.3%; GAAP diluted EPS $0.49 (+7%), adjusted $0.55 (+10%).
Sally Beauty Q3 adj EPS $0.51 (+13% YoY); raises FY adj op margin to 8.6-8.7%
Q3 consolidated net sales $933M (-1.0% YoY); comp sales -0.4%.
Sally Beauty Holdings adopts amended bylaws with enhanced stockholder nomination rules
Board adopted Amended and Restated By-Laws effective July 2, 2025, with enhanced procedural mechanics for stockholder nominations and proposals.
Sally Beauty Holdings appoints Max Rangel to board; nine of ten directors now independent
Max Rangel, Global President and CEO of Spin Master, elected to board effective June 12, 2025.
Sally Beauty Q2 adj EPS $0.42 (+20% YoY), sales down 2.8%; extends buyback to 2029
Q2 net sales $883M (-2.8% YoY); comparable sales -1.3%. GAAP EPS $0.38; adjusted EPS $0.42, up 20%.
Sally Beauty extends share repurchase program through Sep 2029; $501.1M remaining
Board extended term of $1.0B buyback program from Sep 30, 2025 to Sep 30, 2029.
Sally Beauty Q1: EPS $0.58 adj $0.43; comps +1.6%; reaffirms FY guidance
Q1 net sales $938M (+0.7% YoY); comparable sales +1.6%; GAAP operating margin expanded 330 bps to 10.7%.
Sally Beauty stockholders elect directors, approve 2025 Omnibus Incentive Plan at annual meeting
All 9 director nominees elected; Debra Perelman received lowest support (88.6M for vs 4.0M against).
Sally Beauty extends ABL facility maturity to December 2029; modifies covenant terms
ABL facility maturity extended from May 11, 2026 to December 11, 2029.
Sally Beauty Q4 adj. EPS $0.50 (+19% YoY); net sales +1.5%; guides FY25 sales flat to up 2%
Q4 net sales $935M (+1.5%), comp +2.0%; adj. EPS $0.50 vs $0.42 prior year.
Sally Beauty Q3 sales $942M (+1.2%), EPS $0.36; comp sales +1.5%, maintains FY guidance
GAAP EPS $0.36, adjusted EPS $0.45; GAAP operating margin 7.6%, adjusted 8.9%.
Sally Beauty Q2 net sales $908M (-1.1%), adj EPS $0.35, refinances $680M note
GAAP EPS $0.27, adjusted EPS $0.35 vs $0.41 prior year; net sales $908.4M, down 1.1%.
Sally Beauty issues $600M 6.75% senior notes due 2032 to refinance 2025 notes
Issued $600M aggregate principal of 6.75% Senior Notes due March 1, 2032 via underwritten public offering.
Sally Beauty issues $600M 6.75% notes due 2032 to refinance 2025 notes
Issued $600M aggregate principal of 6.75% Senior Notes due 2032 via underwriting agreement.
Sally Beauty Holdings announces $600M senior notes offering to refinance 5.625% 2025 notes
Issuers commenced $600M offering of senior notes due 2032; expected close Feb 27, 2024.
Sally Beauty Q1 net sales $931M (-2.7% YoY); adj. EPS $0.39; holds FY guidance
Q1 GAAP diluted EPS $0.35 vs $0.46 prior year; adjusted diluted EPS $0.39 vs $0.52.
Sally Beauty shareholders elect all nine director nominees, approve say-on-pay, ratify KPMG
94.65M shares voted (~89% of outstanding) at Jan 25 annual meeting; all nine director nominees elected with 85.5M-90.8M votes each.
Sally Beauty Q4 net sales down 4.3%; adj EPS $0.42; guides FY2024 flat
Q4 net sales $921M (-4.3% YoY); consolidated comp sales down 1.6%.
Sally Beauty Q3 net sales $931M (-3.2% YoY); adjusted EPS $0.49; raises operating margin guidance
GAAP diluted EPS $0.46 vs $0.43 prior year; adjusted diluted EPS $0.49 vs $0.55 prior year.
Sally Beauty Q2 comp sales +5.7% but margins compress; EPS $0.37 GAAP, $0.41 adj.
Net sales $918.7M (+0.8% YoY), comp sales +5.7%; e-commerce +9% to $87M (9.5% of sales).
Sally Beauty enters $400M term loan B facility to refinance existing TLB
New $400M TLB bears interest at SOFR+2.50% or base rate+1.50%, matures Feb 28, 2030 or 91 days before 2025 notes maturity.
Sally Beauty Q1 net sales down 2.4%; adj. EPS $0.52; maintains FY23 guidance
Net sales $957M (-2.4% YoY); consolidated comp sales +1.1%; e-commerce up 14% to $91M.
Sally Beauty Holdings: four directors retire; annual meeting votes approve say-on-pay and auditor
Four directors (Eisenberg, McMaster, Miller, Rabin) retired from board upon conclusion of Jan 26 annual meeting.
Sally Beauty Q4 net sales down 2.8%; GAAP EPS $0.20; plans 350 store closures
Q4 GAAP diluted EPS $0.20 vs $0.59 prior year; adjusted EPS $0.50 vs $0.64. Revenue $962.5M, -2.8% YoY.
Sally Beauty Q3 GAAP EPS $0.43, down 35% YoY; sales down 6%; lowers FY guidance
GAAP diluted EPS $0.43 vs $0.66 prior year; adjusted EPS $0.55 vs $0.68.
Sally Beauty appoints three new independent directors: Bishop, Boyer, Molloy
Rachel Bishop (President, Hefty Tableware at Reynolds Consumer Products), Jeffrey Boyer (COO of Fossil Group), and Chip Molloy (CFO of Sprouts Farmers Market) join board effective immediately.
Sally Beauty CMO Pamela Kohn resigns; receives $618K severance, COBRA, prorated bonus
Pamela K. Kohn resigned as SVP, Chief Merchandising Officer effective May 31, 2022.
Sally Beauty Q2 adjusted EPS $0.47 misses prior year; revises FY guidance lower
Q2 consolidated net sales $911M, down 1.6% YoY; comparable sales +0.2%.
Sally Beauty Holdings calls $300M of 8.750% Senior Secured Second Lien Notes due 2025
Redemption of entire $300M aggregate principal amount of 8.750% Notes due 2025.
Ten directors elected with votes ranging from 95.1M to 102.5M in favor; broker non-votes of 2.66M.
Sally Beauty Q1 net sales up 4.7%, adjusted EPS up 26% to $0.63; repurchases $75M in shares
GAAP diluted EPS $0.60; adjusted diluted EPS $0.63 vs $0.50 prior year, a 26% increase.
Issuers had conditionally called $679.96M of 5.625% Senior Notes due 2025 for redemption on Dec 13, 2021, contingent on refinancing.
Sally Beauty issues conditional redemption notice for $679.96M of 5.625% Senior Notes due 2025
Conditional notice to redeem entire $679.961M of 5.625% Senior Notes due 2025 on Dec 13, 2021.
Sally Beauty Q4 net sales $990M (+3.4%); FY2021 EPS $2.10; guides FY2022 sales growth 3-4%
Q4 GAAP diluted EPS $0.59, adjusted $0.64; net sales $990.3M (+3.4% YoY); same-store sales +2.1%.
Sally Beauty Holdings appoints Denise Paulonis as President and CEO effective October 1, 2021
Denise Paulonis, a board member since 2018 and former Sprouts Farmers Market CFO, becomes President and CEO effective October 1, 2021.
GAAP net earnings $76.2M ($0.66/diluted share); adjusted EPS $0.68, up 718% YoY.
Sally Beauty Holdings appoints former U.S. Attorney Erin Nealy Cox to board
Erin Nealy Cox elected to board on July 21, 2021; term runs until 2022 annual meeting.
On June 12, 2025, the Board of Directors (the “Board”) of Sally Beauty Holdings, Inc. (the “Company”) elected Max Rangel to the Board.
Messrs. Marshall Eisenberg, Robert McMaster, John Miller and Edward Rabin retired from the Company’s Board of Directors at the end of the Annual Meeting, having completed their respective terms.
Messrs. Marshall Eisenberg, Robert McMaster, John Miller and Edward Rabin retired from the Company’s Board of Directors at the end of the Annual Meeting, having completed their respective terms.
Messrs. Marshall Eisenberg, Robert McMaster, John Miller and Edward Rabin retired from the Company’s Board of Directors at the end of the Annual Meeting, having completed their respective terms.
Messrs. Marshall Eisenberg, Robert McMaster, John Miller and Edward Rabin retired from the Company’s Board of Directors at the end of the Annual Meeting, having completed their respective terms.
On July 26, 2022, the Board of Directors (the “Board”) of Sally Beauty Holdings, Inc. (the “Company”) elected Rachel R. Bishop, Ph.D., Jeffrey Boyer and Lawrence “Chip” Molloy as directors to serve until the 2023 annual meeting of the Company’s stockholders or until each of his or her earlier resignation or removal.
On July 26, 2022, the Board of Directors (the “Board”) of Sally Beauty Holdings, Inc. (the “Company”) elected Rachel R. Bishop, Ph.D., Jeffrey Boyer and Lawrence “Chip” Molloy as directors to serve until the 2023 annual meeting of the Company’s stockholders or until each of his or her earlier resignation or removal.
On July 26, 2022, the Board of Directors (the “Board”) of Sally Beauty Holdings, Inc. (the “Company”) elected Rachel R. Bishop, Ph.D., Jeffrey Boyer and Lawrence “Chip” Molloy as directors to serve until the 2023 annual meeting of the Company’s stockholders or until each of his or her earlier resignation or removal.
On May 31, 2022, Pamela K. Kohn resigned from her position as Senior Vice President, Chief Merchandising Officer of Sally Beauty Holdings, Inc. (the “Company”).
On September 1, 2021, the Board of Directors (the “Board”) of Sally Beauty Holdings, Inc. (the “Company”) announced the appointment of Denise Paulonis as the Company’s President and Chief Executive Officer, effective October 1, 2021.
Christian A. Brickman, the Company’s current President and Chief Executive Officer, will terminate employment and his role as Chairman of the Board effective September 30, 2021.
On July 21, 2021, the Board of Directors (the “Board”) of Sally Beauty Holdings, Inc. (the “Company”) elected Erin Nealy Cox as a director to serve until the 2022 annual meeting of the Company’s stockholders or until her earlier resignation or removal.
Max materiality 0.90 · Median 0.62 · Most common event earnings