Here Is What To Expect

Here Is What To Expect

Here Is What To Expect

Beauty supply retailer Sally Beauty (NYSE:SBH) will be announcing earnings results this Thursday before market open. Here’s what to expect.

Sally Beauty met analysts’ revenue expectations last quarter, reporting revenues of $933.3 million, flat year on year. It was a very strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and a beat of analysts’ EPS estimates.

Is Sally Beauty a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Sally Beauty’s revenue to be flat year on year at $931.8 million, slowing from the 1.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.47 per share.

Sally Beauty Total Revenue
Sally Beauty Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Sally Beauty has missed Wall Street’s revenue estimates five times over the last two years.

Looking at Sally Beauty’s peers in the specialty retail segment, only Warby Parker has reported results so far. It missed analysts’ revenue estimates by 1.2%, delivering year-on-year sales growth of 15.2%. The stock was down 9.6% on the results.

Read our full analysis of Warby Parker’s earnings results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the specialty retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.5% on average over the last month. Sally Beauty’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $15.13 (compared to the current share price of $14.57).

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