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Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$1.4B
95M shares
52-week range
$9.00 – $17.92
59% from low
Sector
RETAIL-RETAIL STORES, NEC
Exchange
NYSE
CS
Borrow rate
0.37%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.93B | $3.88B | $3.51B | $3.87B | $3.82B | $3.73B | $3.72B | $3.70B |
| Cost of revenue | $1.99B | $1.97B | $1.80B | $1.92B | $1.88B | $1.84B | $1.83B | $1.79B |
| Gross profit | $1.94B | $1.91B | $1.72B | $1.95B | $1.94B | $1.89B | $1.89B | $1.91B |
| Gross margin | 49.4% | 49.3% | 48.8% | 50.4% | 50.8% | 50.8% | 50.9% | 51.6% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $426.6M | $350.1M | $258.8M | $418.4M | $337.6M | $325.0M | $282.7M | $327.8M |
| EBITDA | $535.4M | $457.8M | $379.6M | $529.7M | $493.1M | $441.1M | $393.5M | $427.7M |
| Net income | $258.0M | $271.6M | $113.2M | $239.9M | $183.6M | $184.6M | $153.4M | $195.9M |
| Net margin | 6.6% | 7.0% | 3.2% | 6.2% | 4.8% | 5.0% | 4.1% | 5.3% |
| EPS (diluted) | 2.08 | 2.26 | 0.99 | 2.10 | 1.66 | 1.69 | 1.43 | 1.89 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.7B | $2.06 | $2.04–$2.09 | 3 |
| 2027 | $3.8B | $2.24 | $2.21–$2.27 | 3 |
| 2028 | $3.9B | $2.50 | $2.48–$2.53 | 1 |
Forward consensus · source: Financial Modeling Prep
Sally Beauty Holdings Inc is a professional beauty-products retailer based in the United States. The company operates throughout the United States, Puerto Rico, the United Kingdom, Belgium, Canada, Chile, Mexico, Peru, France, Ireland, Spain, Germany, Netherlands, and other geographical regions. The company operates through two business segments: Sally Beauty Supply and Beauty Systems Group. The products offered by the company include hair color and care, hair dryers and hair-styling appliances, nail care, skin care, and others.
www.sallybeautyholdings.comNo one on the platform currently holds SBH.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 278,400 | $2.5M |
| Bridgewater Associatesas of 2026-03-31 | 229,166 | $3.2M |
No one on the platform has traded SBH yet.
| $355M |
| — |
| REREATRenew Inc. | $4.02 | +4.15% | $1.5B | — |
| RVLVRevolve Group, Inc. | $23.61 | -0.63% | $1.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 8.0× earnings vs its 8.4× historical median P/E.
Fair value ≈ $14.99 · price $14.26 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
https://marketbeat.com/a/8655668/ $SBH Sally Beauty Q2 Earnings Call Highlights
View on StockTwits ↗$SBH Out of caution, still expects flat SSS comps for the full year. Sally is performing better at 4.4% in Fiscal Q2, with nearly all of it at Sally as BSG was down 30 basis points.
View on StockTwits ↗$SBH Strong free cash flow. Paid down $20 million in debt and bought back $25 million in shares. Other money went to growth initiatives.
View on StockTwits ↗$SBH It was a solid quarter given the Iran War and rising fuel prices. It's watching this closely as it DOES impact both Sally and stylist business. New stores and apps are making a difference. Also just launched Sally Beauty on TikTok Shop. Seeing good engagement there. Customers believe in the authenticity of influencers. They "feel good about it" so far. Only launched in March.
View on StockTwits ↗$SBH One interesting thing, of note, is that customers are using Door Dash when they need something like lashes on a Saturday or a product while doing a hair coloring treatment.
View on StockTwits ↗$SBH Stylists want to be able to offer customers something unique, to keep them coming back. Obviously color but other treatments and serums.
View on StockTwits ↗$SBH Trends it is seeing: in tools, infrared tools are the new thing because less damage to the hair. It launched new ion Lux infrared tool collection in the quarter. Also Ion 24 hair treatment feels expensive, but isn't. It's selling well.
View on StockTwits ↗$SBH Other new initiatives paying off. Launched a new Sally app 2 months ago and saw increased engagement, higher quality conversions, larger average order. Also, customers are using the order online, pick-up in store feature more now that inventory is aligning with the app. This is most profitable way to get the order to the customer. Launched a new BSG app in April which has reordering and order history.
View on StockTwits ↗$SBH Interesting tidbit from Sally's conference call, the men's business was up 7% year-to-date. It's increasing the store presence to 8 feet from 4 feet of shelf space.
View on StockTwits ↗$SBH Color outperforming again. Up 12% in the US and Canada. Nails up 3%. Fragrance gained momentum as it expanded to 2000 locations. Sabrina Carpenter one of the big brands in fragrance.
View on StockTwits ↗$SBH Sally is a "lower middle income" customer so it's interesting to hear what they are seeing from that group. Sales "pressured" at their low income stores but otherwise the customer is "resilient." On the stylist front, they are looking for value. But their appointment books are full. They aren't yet seeing customers waiting longer between appointments, a sign of financial pressures.
View on StockTwits ↗$SBH It's nice to see Sally Beauty grow its SSS again this quarter. This time up 1.3%. It's turnaround strategy is taking hold.
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-5-11-sally-beauty-holdings-inc-stock/ $SBH Sally Beauty Earnings Transcript
View on StockTwits ↗$SBH Q2 '26 Earnings Results & Recap Sally Beauty Holdings tightened its full-year fiscal 2026 consolidated net sales guidance to $3.725 billion to $3.750 billion, while maintaining approximately flat comparable sales and unchanged adjusted operating earnings.
View on StockTwits ↗$SBH Share Price: $14.17 Contract Selected: Dec 18, 2026 $15 Calls Buy Zone: $1.40 – $1.73 Target Zone: $2.67 – $3.26 Potential Upside: 80% ROI Time to Expiration: 231 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.