Sally Beauty beats earnings estimates, stock rises

Published 12/05/2025, 12:00
Sally Beauty beats earnings estimates, stock rises

DENTON, Texas - Sally Beauty Holdings, Inc. (NYSE:SBH) reported better-than-expected earnings for its fiscal second quarter on Monday.

The company’s shares were up 1.47% in pre-market trading following the release.

The beauty products retailer posted adjusted earnings per share of $0.42, topping analyst estimates of $0.39, despite revenue falling short of expectations.

For the quarter ended March 31, Sally Beauty reported revenue of $883.1 million, down 2.8% year-over-year and below the consensus estimate of $901.9 million. The company attributed the revenue decline to a challenging macroeconomic environment impacting consumer spending.

Comparable store sales decreased 1.3% in Q2, with the Sally Beauty Supply segment seeing a 0.3% decline and Beauty Systems Group down 2.7%.

Despite the top-line pressure, Sally Beauty expanded its gross margin by 100 basis points to 52.0%. Adjusted operating margin also improved, rising 90 basis points to 8.5%.

"We are pleased to report a third consecutive quarter of adjusted operating margin expansion and increased profitability, driven by strong gross margin performance and careful cost control," said CEO Denise Paulonis. "We were able to deliver these results amidst a challenging macro backdrop, which impacted our topline performance."

For the full fiscal year 2025, Sally Beauty now expects comparable sales to be flat to down 1% compared to the prior year. The company maintained its adjusted operating margin guidance of 8.0% to 8.5%.

Sally Beauty ended the quarter with 4,446 stores, down 22 from the prior year. The company repurchased $10 million worth of shares during Q2 and its board approved a four-year extension to the share repurchase program.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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