Helen Of Troy (HELE)
Market Price (5/6/2026): $23.9 | Market Cap: $551.4 MilSector: Consumer Staples | Industry: Household Products
Helen Of Troy (HELE)
Market Price (5/6/2026): $23.9Market Cap: $551.4 MilSector: Consumer StaplesIndustry: Household Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldFCF Yield is 24% Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, and Eco-friendly Products. | Weak multi-year price returns2Y Excs Rtn is -118%, 3Y Excs Rtn is -150% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 148% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.8%, Rev Chg QQuarterly Revenue Change % is -3.3% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -167% Key risksHELE key risks include [1] significant tariff exposure due to a high concentration of manufacturing in China and [2] shipping disruptions at its Tennessee distribution facility caused by automation startup issues. |
| Attractive yieldFCF Yield is 24% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, and Eco-friendly Products. |
| Weak multi-year price returns2Y Excs Rtn is -118%, 3Y Excs Rtn is -150% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 148% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.8%, Rev Chg QQuarterly Revenue Change % is -3.3% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -167% |
| Key risksHELE key risks include [1] significant tariff exposure due to a high concentration of manufacturing in China and [2] shipping disruptions at its Tennessee distribution facility caused by automation startup issues. |
Qualitative Assessment
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Helen Of Troy (HELE) stock has gained about 45% since 1/31/2026 because of the following key factors:
1. Strong Fiscal Q4 2026 Earnings Beat and Upbeat FY2027 Guidance.
Helen of Troy reported adjusted earnings per share (EPS) of $0.83 for the fourth quarter of fiscal 2026, surpassing analyst consensus estimates of approximately $0.74 to $0.76. Quarterly revenue also exceeded expectations, coming in at $470 million against a forecast of $450.38 million. This positive performance was further bolstered by the company's fiscal year 2027 guidance, which projected GAAP EPS of $3.57–$4.18, significantly higher than the analyst estimate of $2.03, and sales guidance of $1.751–$1.822 billion. This strong outlook triggered a substantial pre-market stock surge of over 20% and an ensuing short squeeze, given that short interest represented about 22% of the float.
2. Significant Improvement in Free Cash Flow and Debt Reduction.
Despite recording a large GAAP net loss in fiscal year 2026, primarily due to non-cash impairment charges, Helen of Troy demonstrated robust financial management by generating $131.9 million in free cash flow, an increase from $83.1 million in fiscal year 2025. The company effectively utilized these funds to reduce its total debt by $136 million, bringing it down to $780.8 million, indicating a strengthened balance sheet and improved financial stability.
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1. Strong Fiscal Q4 2026 Earnings Beat and Upbeat FY2027 Guidance.
Helen of Troy reported adjusted earnings per share (EPS) of $0.83 for the fourth quarter of fiscal 2026, surpassing analyst consensus estimates of approximately $0.74 to $0.76. Quarterly revenue also exceeded expectations, coming in at $470 million against a forecast of $450.38 million. This positive performance was further bolstered by the company's fiscal year 2027 guidance, which projected GAAP EPS of $3.57–$4.18, significantly higher than the analyst estimate of $2.03, and sales guidance of $1.751–$1.822 billion. This strong outlook triggered a substantial pre-market stock surge of over 20% and an ensuing short squeeze, given that short interest represented about 22% of the float.
2. Significant Improvement in Free Cash Flow and Debt Reduction.
Despite recording a large GAAP net loss in fiscal year 2026, primarily due to non-cash impairment charges, Helen of Troy demonstrated robust financial management by generating $131.9 million in free cash flow, an increase from $83.1 million in fiscal year 2025. The company effectively utilized these funds to reduce its total debt by $136 million, bringing it down to $780.8 million, indicating a strengthened balance sheet and improved financial stability.
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Stock Movement Drivers
Fundamental Drivers
The 44.3% change in HELE stock from 1/31/2026 to 5/5/2026 was primarily driven by a 45.8% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.56 | 23.90 | 44.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,802 | 1,786 | -0.9% |
| P/S Multiple | 0.2 | 0.3 | 45.8% |
| Shares Outstanding (Mil) | 23 | 23 | -0.2% |
| Cumulative Contribution | 44.3% |
Market Drivers
1/31/2026 to 5/5/2026| Return | Correlation | |
|---|---|---|
| HELE | 44.3% | |
| Market (SPY) | 3.6% | 25.6% |
| Sector (XLP) | 1.2% | 19.1% |
Fundamental Drivers
The 28.3% change in HELE stock from 10/31/2025 to 5/5/2026 was primarily driven by a 31.3% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.63 | 23.90 | 28.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,820 | 1,786 | -1.9% |
| P/S Multiple | 0.2 | 0.3 | 31.3% |
| Shares Outstanding (Mil) | 23 | 23 | -0.5% |
| Cumulative Contribution | 28.3% |
Market Drivers
10/31/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| HELE | 28.3% | |
| Market (SPY) | 5.5% | 26.5% |
| Sector (XLP) | 11.7% | 17.7% |
Fundamental Drivers
The -14.2% change in HELE stock from 4/30/2025 to 5/5/2026 was primarily driven by a -7.5% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.86 | 23.90 | -14.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,908 | 1,786 | -6.4% |
| P/S Multiple | 0.3 | 0.3 | -7.5% |
| Shares Outstanding (Mil) | 23 | 23 | -0.9% |
| Cumulative Contribution | -14.2% |
Market Drivers
4/30/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| HELE | -14.2% | |
| Market (SPY) | 30.4% | 30.1% |
| Sector (XLP) | 5.6% | 17.8% |
Fundamental Drivers
The -76.2% change in HELE stock from 4/30/2023 to 5/5/2026 was primarily driven by a -73.4% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 100.34 | 23.90 | -76.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,073 | 1,786 | -13.8% |
| P/S Multiple | 1.2 | 0.3 | -73.4% |
| Shares Outstanding (Mil) | 24 | 23 | 4.0% |
| Cumulative Contribution | -76.2% |
Market Drivers
4/30/2023 to 5/5/2026| Return | Correlation | |
|---|---|---|
| HELE | -76.2% | |
| Market (SPY) | 78.7% | 29.9% |
| Sector (XLP) | 17.8% | 22.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HELE Return | 10% | -55% | 9% | -50% | -64% | 10% | -89% |
| Peers Return | 18% | -22% | 54% | -14% | 8% | -3% | 28% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 92% |
Monthly Win Rates [3] | |||||||
| HELE Win Rate | 58% | 25% | 50% | 42% | 50% | 60% | |
| Peers Win Rate | 52% | 47% | 55% | 45% | 48% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 40% | |
Max Drawdowns [4] | |||||||
| HELE Max Drawdown | -7% | -66% | -26% | -60% | -71% | -35% | |
| Peers Max Drawdown | -6% | -32% | -17% | -26% | -29% | -13% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MHO, PLUS, SONO, LEG, CL. See HELE Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/5/2026 (YTD)
How Low Can It Go
| Event | HELE | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -21.5% | -7.8% |
| % Gain to Breakeven | 27.4% | 8.5% |
| Time to Breakeven | 47 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -24.6% | -6.7% |
| % Gain to Breakeven | 32.7% | 7.1% |
| Time to Breakeven | 68 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -44.2% | -33.7% |
| % Gain to Breakeven | 79.2% | 50.9% |
| Time to Breakeven | 112 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -12.0% | -19.2% |
| % Gain to Breakeven | 13.6% | 23.7% |
| Time to Breakeven | 107 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -10.7% | -12.2% |
| % Gain to Breakeven | 12.0% | 13.9% |
| Time to Breakeven | 15 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -10.6% | -6.8% |
| % Gain to Breakeven | 11.9% | 7.3% |
| Time to Breakeven | 15 days | 15 days |
In The Past
Helen Of Troy's stock fell -21.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 27.4% gain to breakeven.
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| Event | HELE | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -21.5% | -7.8% |
| % Gain to Breakeven | 27.4% | 8.5% |
| Time to Breakeven | 47 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -24.6% | -6.7% |
| % Gain to Breakeven | 32.7% | 7.1% |
| Time to Breakeven | 68 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -44.2% | -33.7% |
| % Gain to Breakeven | 79.2% | 50.9% |
| Time to Breakeven | 112 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -29.1% | -17.9% |
| % Gain to Breakeven | 41.0% | 21.8% |
| Time to Breakeven | 121 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -26.4% | -15.4% |
| % Gain to Breakeven | 35.9% | 18.2% |
| Time to Breakeven | 160 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -53.7% | -53.4% |
| % Gain to Breakeven | 115.8% | 114.4% |
| Time to Breakeven | 66 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -28.2% | -8.6% |
| % Gain to Breakeven | 39.2% | 9.5% |
| Time to Breakeven | 931 days | 47 days |
In The Past
Helen Of Troy's stock fell -21.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 27.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Helen Of Troy (HELE)
Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments: Home & Outdoor, Health & Wellness, and Beauty. The Home & Outdoor segment offers food preparation tools and gadgets, storage containers, and organization products; coffee makers, grinders, manual pour overs, and tea kettles; household cleaning products, shower organization, and bathroom accessories; feeding and drinking products, child seating products, cleaning tools, and nursery accessories; insulated water bottles, hydration packs, drinkware, mugs, food containers, lunch containers, insulated totes, soft coolers, and accessories; and technical and outdoor sports packs, travel packs, luggage, daypacks, and everyday packs. The Health & Wellness segment provides thermometers, blood pressure monitors, pulse oximeters, nasal aspirators, and humidifiers; faucet mount water-filtration systems and pitcher-based water filtration systems; and air purifiers, heaters, fans, and humidifiers. The Beauty segment offers grooming brushes, tools, and decorative hair accessories; and shampoos, liquid hair styling, and treatment and conditioning products, as well as hair appliances. The company sells its products through mass merchandisers, drugstore chains, warehouse clubs, home improvement stores, grocery and specialty stores, beauty supply and e-commerce retailers, wholesalers, and various types of distributors, as well as directly to consumers under the OXO, Good Grips, Hydro Flask, Soft Works, OXO tot, OXO Brew, OXO Strive, OXO Outdoor, Osprey, PUR, Honeywell, Braun, Vicks, Drybar, Hot Tools, Revlon, and Bed Head brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.
AI Analysis | Feedback
Helen of Troy is like Newell Brands (which owns Rubbermaid and Coleman), operating a wide range of consumer brands from kitchenware and outdoor gear to health tech and beauty products.
Alternatively, Helen of Troy is like YETI Holdings, but significantly more diversified, also owning major brands in kitchenware (OXO), health & wellness (Vicks, Braun), and beauty appliances (Hot Tools, Revlon).
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- Home & Kitchen Gadgets: Offers a variety of food preparation tools, kitchen gadgets, storage solutions, and organization products.
- Beverage & Hydration Products: Provides coffee makers, tea kettles, insulated water bottles, drinkware, and associated accessories.
- Household & Cleaning Supplies: Includes household cleaning products, shower organization items, and bathroom accessories.
- Juvenile & Nursery Products: Features feeding and drinking products, child seating, cleaning tools, and nursery accessories.
- Outdoor & Travel Gear: Sells insulated soft coolers, technical and outdoor sports packs, travel packs, and luggage.
- Health Monitoring Devices: Supplies personal health devices such as thermometers, blood pressure monitors, and pulse oximeters.
- Environmental Control Systems: Manufactures air purifiers, heaters, fans, humidifiers, and water-filtration systems.
- Hair Care & Styling Tools: Offers grooming brushes, hair styling tools, decorative hair accessories, and hair appliances.
- Hair Care Products: Provides shampoos, liquid hair styling, treatment, and conditioning products.
AI Analysis | Feedback
Helen of Troy Limited (HELE) primarily sells its products to other companies, which then distribute or sell these products to individual consumers. Its major customers are the various retail channels and distributors through which its brands (such as OXO, Hydro Flask, PUR, Honeywell, Vicks, Drybar, Hot Tools, and Revlon) reach the market.
The company's major customers include, but are not limited to, the following types of retailers and distributors:
- Mass Merchandisers: Large general merchandise retailers.
- Walmart (WMT)
- Target (TGT)
- E-commerce Retailers: Online platforms that sell a wide range of products.
- Amazon.com, Inc. (AMZN)
- Warehouse Clubs: Membership-based retail warehouses.
- Costco Wholesale Corporation (COST)
- Drugstore Chains: Retailers primarily selling health and beauty products, along with general merchandise.
- CVS Health Corporation (CVS)
- Walgreens Boots Alliance, Inc. (WBA)
- Grocery and Specialty Stores: Supermarkets and specialized retail outlets.
- The Kroger Co. (KR)
- Home Improvement Stores: Retailers focusing on products for home renovation and maintenance.
- The Home Depot, Inc. (HD)
- Lowe's Companies, Inc. (LOW)
- Beauty Supply Retailers: Stores specializing in beauty products and tools.
- Ulta Beauty, Inc. (ULTA)
- Wholesalers and Distributors: Companies that purchase products in bulk from manufacturers and sell them to various retailers or businesses.
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G. Scott Uzzell, Chief Executive Officer
G. Scott Uzzell was appointed Chief Executive Officer of Helen of Troy Limited, effective September 1, 2025. Prior to joining Helen of Troy, he served as Corporate Vice President & General Manager of Nike North America. Before his tenure at Nike, he was President & CEO of Converse, Inc. for four years. Mr. Uzzell also held the position of President of the Venturing & Emerging Brands Group at The Coca-Cola Company, where he was responsible for developing high-growth emerging brands, including Honest Tea, Body Armor, Health-Ade Kombucha, and Fairlife Milk, and managing multiple acquisitions. His career additionally includes roles at Procter & Gamble and Nabisco. He serves on the SC Johnson Company Board of Directors, the Florida A&M University Board, and the University of Chicago Booth School Advisory Board.
Brian Grass, Chief Financial Officer
Brian Grass returned to his role as Chief Financial Officer of Helen of Troy Limited, effective September 1, 2025, after serving as interim CEO. He initially joined the company in 2006 and previously served as Chief Financial Officer from 2014 until his retirement in 2021. Mr. Grass rejoined Helen of Troy in March 2023 as Senior Vice President, Assistant Chief Financial Officer, and then became interim Chief Financial Officer in April 2023. Before his appointment as CFO in 2014, he was the company's Assistant Chief Financial Officer. His earlier career included seven years in public accounting at KPMG LLP and six years in various financial leadership positions at Tenet Healthcare Corporation.
Jay Caron, Chief Supply Chain Officer
Jay Caron serves as the Chief Supply Chain Officer of Helen of Troy.
Lisa Kidd, SVP, Chief People Officer
Lisa Kidd serves as the Senior Vice President, Chief People Officer of Helen of Troy.
Tessa Judge, SVP, General Counsel
Tessa Judge serves as the Senior Vice President, General Counsel of Helen of Troy.
AI Analysis | Feedback
Helen of Troy Limited (HELE) faces several key risks to its business operations and financial performance. The most significant risks include: 1. **Weak Consumer Demand and Intense Competition:** Helen of Troy is experiencing declining revenue and sales due to a challenging consumer spending environment, inflationary pressures impacting discretionary purchases, and intense competition across its Home & Outdoor, Health & Wellness, and Beauty segments. This environment has led to shrinking revenue and net margins for the company. Retailers are also reducing inventory levels, further impacting Helen of Troy's sales. 2. **High Leverage and Financial Health Concerns:** The company is confronting issues related to high leverage, declining profitability, and weak financial indicators. Its debt-to-equity ratio has risen, and profitability metrics, such as Return on Equity (ROE) and net profit margin, have shown a downward trend. Some analyses suggest signs of financial distress and caution about potential solvency issues. 3. **Supply Chain Disruptions, Tariffs, and Operational Execution Challenges:** Helen of Troy is exposed to risks from supply chain disruptions and significant tariff uncertainty, particularly due to its historical reliance on third-party manufacturing in Asia, including China. While the company is implementing strategies like supplier diversification to mitigate tariff impacts, this transition takes time. Additionally, operational missteps, such as disruptions during automation technology integration at a new distribution center, have negatively impacted revenue and fulfillment capabilities.AI Analysis | Feedback
- The proliferation of agile, digitally native Direct-to-Consumer (DTC) brands across categories such as home goods, outdoor gear, and beauty products. These brands often leverage social media and direct engagement to build strong customer loyalty and capture market share, potentially bypassing traditional retail channels where Helen Of Troy's brands are primarily distributed.
- The rapid advancement and market penetration of "smart" and Internet of Things (IoT)-enabled devices, particularly in the Health & Wellness segment. Competitors, often from tech-focused companies, are introducing connected thermometers, blood pressure monitors, air purifiers, and humidifiers that offer enhanced data tracking, app integration, and seamless inclusion into smart home ecosystems, potentially rendering traditional, non-connected products less competitive.
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Helen of Troy Limited operates in diverse consumer product markets. The addressable market sizes for its main products and services are as follows:
Home & Outdoor Segment
- Baby Products (including feeding and nursery accessories):
- The global baby products market was estimated at approximately USD 355.94 billion in 2025, with projections to reach USD 579.52 billion by 2033.
- The U.S. baby products market is projected to reach USD 92.9 billion in 2025 and is expected to grow to USD 156.0 billion by 2034.
- The global baby and toddler feeding products and accessories market was estimated at USD 62.48 billion in 2024, with a projection to reach USD 101.3 billion by 2035.
- North America accounts for approximately 40% of the global market share for baby and toddler feeding products.
- Insulated Water Bottles, Drinkware, and Food Containers (Hydro Flask):
- The global insulated water bottles market size is projected to be USD 4.25 billion in 2025, expected to reach USD 6.38 billion by 2033.
- The United States insulated water bottles market size is estimated at USD 1.24 billion in 2025.
- The global insulated bottle market is projected to grow from USD 3.78 billion in 2024 to USD 5.72 billion by 2032.
- The global stainless insulated bottle market was valued at USD 4.38 billion in 2023 and is estimated to reach USD 9.99 billion by 2035.
- Outdoor Gear, Travel Packs, and Luggage (Osprey):
- The global outdoor gear market is estimated at USD 59.75 billion in 2025 and is expected to rise to USD 86.35 billion by 2034.
- The global outdoor gear and equipment market size was valued at USD 51.61 billion in 2024 and is projected to grow to USD 78.26 billion by 2034.
- The global travel accessories market was valued at USD 2.33 billion in 2025 and is anticipated to grow to USD 4.3 billion by 2034.
- The U.S. camping and hiking gear market size was estimated at USD 8.61 billion in 2024 and is expected to grow to USD 11.45 billion by 2030.
- The global hiking gear & equipment market size was estimated at USD 5.97 billion in 2024 and is projected to reach USD 9.56 billion by 2030.
- Other Home & Outdoor Products (e.g., food preparation tools, storage containers, household cleaning tools, shower organization, bathroom accessories, coffee makers): Null
Health & Wellness Segment
- Air Purifiers, Heaters, Fans, and Humidifiers (Honeywell, Braun, Vicks):
- The global heating appliances market size was valued at USD 57.35 billion in 2025 and is projected to grow to USD 78.49 billion by 2034.
- The North America heating appliances market was USD 19.95 billion in 2025.
- The global space heater market was estimated at USD 8.2 billion in 2025 and is expected to grow to USD 16.1 billion by 2035.
- Home Medical Devices (thermometers, blood pressure monitors, pulse oximeters, nasal aspirators): Null
- Water Filtration Systems (PUR): Null
Beauty Segment
- Grooming Brushes, Tools, and Decorative Hair Accessories:
- The global hair accessories market size was valued at USD 21.01 billion in 2025 and is projected to grow to USD 39.80 billion by 2034.
- The U.S. hair accessories market generated revenue of USD 4.56 billion in 2024 and is expected to reach USD 8.90 billion by 2033.
- Shampoos, Liquid Hair Styling, Treatment and Conditioning Products (Drybar, Hot Tools, Revlon, Bed Head):
- The global shampoo market size was valued at USD 38.23 billion in 2025 and is projected to grow to USD 63.79 billion by 2034.
- The global hairstyling products market size was valued at USD 27.4 billion in 2023 and is expected to grow to USD 44.7 billion by 2032.
- The global shampoo and hair care product market (combined) is projected to reach USD 98.7 billion by the end of 2025 and USD 137.17 billion by 2033.
- The U.S. hair care market size was valued at USD 23.21 billion in 2025 and is projected to reach USD 32.31 billion by 2034.
- Hair Appliances: Null
AI Analysis | Feedback
Here are the expected drivers of future revenue growth for Helen of Troy (HELE) over the next 2-3 years:- Strategic Shift Towards Revenue Improvement with Enhanced Investment in Innovation, Brand Building, and Talent: Under the guidance of its new CEO, Helen of Troy is pivoting its strategy from primarily cost reduction to focusing on revenue growth. This involves increased investment in innovation, brand-building initiatives, and attracting and retaining talent to drive top-line expansion across its product portfolio.
- Operational Enhancements and Distribution Network Optimization through Pegasus Initiatives: The company's ongoing Pegasus initiatives are designed to fuel growth investments and provide significant operational improvements. A key part of this includes the full integration of a new state-of-the-art distribution facility by fiscal year 2025, which is anticipated to enhance efficiency, improve market penetration, and contribute to revenue and margin expansion.
- Targeted Brand Activation and Product Pipeline Expansion via the "Elevate for Growth" Strategic Plan: Helen of Troy's "Elevate for Growth" strategic plan for fiscal year 2025 emphasizes brand activation, pipeline improvement, and distribution expansion. This strategy aims to stimulate organic growth by strengthening existing brands like OXO and Osprey, developing new products, and extending market reach for its diverse range of consumer products.
- Strategic Acquisitions: The company continues to explore potential acquisition opportunities, adhering to a disciplined approach that focuses on strategic fits. Successful acquisitions of complementary brands or businesses could significantly accelerate Helen of Troy's revenue growth by expanding its market presence and product offerings.
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Share Repurchases
- In August 2021, Helen of Troy's Board of Directors authorized a new $500 million share repurchase program, which became effective on August 25, 2021, for a three-year period. This authorization replaced an existing program that had approximately $79.5 million remaining.
- A subsequent $500 million share repurchase authorization was approved by the Board, effective August 20, 2024, for three years, replacing an existing authorization with about $245.3 million still available.
Outbound Investments
- Helen of Troy acquired Olive & June, an innovative nail care company, for $240 million. This acquisition contributed to increased debt and interest expense, and its sales contributions were noted in fiscal year 2026.
Capital Expenditures
- In fiscal year 2021, Helen of Troy finalized a land purchase in Gallaway, Tennessee, to construct a new distribution center, indicating a significant infrastructure investment.
- The company incurred higher capital expenditure spending in fiscal year 2026, primarily to support supplier transitions out of China.
- Helen of Troy's capital expenditures were approximately $38.92 million in the last 12 months (prior to March 2026), and the company is focusing on capital expenditures that support supplier diversification or dual sourcing initiatives.
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| 04022026 | COKE | Coca-Cola Consolidated | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 5.5% | 5.5% | -5.2% |
| 03272026 | MZTI | Marzetti | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.0% | -5.0% | -8.6% |
| 03272026 | TAP | Molson Coors Beverage | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.5% | -1.5% | -2.3% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 55.11 |
| Mkt Cap | 2.0 |
| Rev LTM | 3,231 |
| Op Inc LTM | 218 |
| FCF LTM | 166 |
| FCF 3Y Avg | 203 |
| CFO LTM | 190 |
| CFO 3Y Avg | 224 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -0.9% |
| Rev Chg 3Y Avg | -1.7% |
| Rev Chg Q | 2.6% |
| QoQ Delta Rev Chg LTM | 0.3% |
| Op Inc Chg LTM | 2.2% |
| Op Inc Chg 3Y Avg | -1.5% |
| Op Mgn LTM | 8.6% |
| Op Mgn 3Y Avg | 8.7% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 8.9% |
| CFO/Rev 3Y Avg | 9.4% |
| FCF/Rev LTM | 7.2% |
| FCF/Rev 3Y Avg | 7.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.0 |
| P/S | 0.9 |
| P/Op Inc | 9.1 |
| P/EBIT | 8.9 |
| P/E | 13.2 |
| P/CFO | 8.3 |
| Total Yield | 5.9% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 7.1% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.7% |
| 3M Rtn | -4.4% |
| 6M Rtn | 16.9% |
| 12M Rtn | 17.5% |
| 3Y Rtn | -10.1% |
| 1M Excs Rtn | -2.0% |
| 3M Excs Rtn | -9.3% |
| 6M Excs Rtn | 9.0% |
| 12M Excs Rtn | -11.6% |
| 3Y Excs Rtn | -82.9% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Beauty & Wellness | 1,089 | 1,157 | 1,358 | ||
| Home & Outdoor | 916 | 916 | 866 | 727 | 641 |
| Beauty | 481 | 381 | |||
| Health & Wellness | 890 | 685 | |||
| Total | 2,005 | 2,073 | 2,223 | 2,099 | 1,707 |
| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Home & Outdoor | 143 | 134 | 135 | 122 | 123 |
| Beauty & Wellness | 118 | 78 | 138 | ||
| Beauty | 65 | -13 | |||
| Health & Wellness | 94 | 68 | |||
| Total | 261 | 212 | 273 | 281 | 178 |
Price Behavior
Price Behavior
| Market Price | $23.90 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -28.1% | |
| 50 Days | 200 Days | |
| DMA Price | $17.72 | $20.24 |
| DMA Trend | down | up |
| Distance from DMA | 34.9% | 18.1% |
| 3M | 1YR | |
| Volatility | 62.6% | 69.7% |
| Downside Capture | 0.02 | 0.83 |
| Upside Capture | 139.33 | 105.32 |
| Correlation (SPY) | 25.5% | 29.9% |
HELE Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.77 | 0.86 | 1.14 | 1.14 | 1.69 | 1.12 |
| Up Beta | 0.31 | 0.54 | 0.29 | 0.62 | 2.02 | 1.08 |
| Down Beta | -9.33 | 3.40 | 2.75 | 1.73 | 1.84 | 1.23 |
| Up Capture | 210% | 126% | 182% | 139% | 119% | 33% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 17 | 24 | 31 | 59 | 124 | 359 |
| Down Capture | -2116% | -47% | 51% | 104% | 153% | 109% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 5 | 19 | 32 | 65 | 126 | 392 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HELE | |
|---|---|---|---|---|
| HELE | -6.4% | 69.8% | 0.20 | - |
| Sector ETF (XLP) | 5.9% | 12.6% | 0.19 | 17.8% |
| Equity (SPY) | 27.8% | 12.5% | 1.73 | 29.5% |
| Gold (GLD) | 40.6% | 27.2% | 1.23 | -4.5% |
| Commodities (DBC) | 50.1% | 18.0% | 2.16 | -2.4% |
| Real Estate (VNQ) | 11.0% | 13.4% | 0.53 | 28.0% |
| Bitcoin (BTCUSD) | -17.3% | 42.2% | -0.34 | 11.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HELE | |
|---|---|---|---|---|
| HELE | -33.7% | 50.8% | -0.62 | - |
| Sector ETF (XLP) | 6.9% | 13.2% | 0.30 | 29.5% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 36.0% |
| Gold (GLD) | 20.2% | 17.9% | 0.92 | 0.8% |
| Commodities (DBC) | 14.0% | 19.1% | 0.60 | 6.3% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 38.4% |
| Bitcoin (BTCUSD) | 7.9% | 56.2% | 0.35 | 15.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HELE | |
|---|---|---|---|---|
| HELE | -12.8% | 43.4% | -0.16 | - |
| Sector ETF (XLP) | 7.7% | 14.7% | 0.39 | 35.9% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 42.2% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 2.8% |
| Commodities (DBC) | 9.6% | 17.7% | 0.45 | 12.2% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 41.2% |
| Bitcoin (BTCUSD) | 67.4% | 66.9% | 1.06 | 11.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/23/2026 | 20.5% | 20.5% | |
| 1/8/2026 | -2.4% | -9.6% | -11.0% |
| 10/9/2025 | -25.0% | -28.5% | -30.4% |
| 7/10/2025 | -22.7% | -27.8% | -29.1% |
| 4/24/2025 | -12.0% | -18.3% | -17.8% |
| 1/8/2025 | -0.5% | 6.9% | -5.0% |
| 10/9/2024 | 17.9% | 10.3% | 1.6% |
| 7/9/2024 | -27.7% | -31.1% | -37.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 9 | 9 |
| # Negative | 17 | 15 | 14 |
| Median Positive | 4.5% | 4.7% | 5.6% |
| Median Negative | -1.4% | -7.2% | -12.3% |
| Max Positive | 20.5% | 20.5% | 11.9% |
| Max Negative | -27.7% | -31.1% | -37.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 02/28/2026 | 04/23/2026 | 10-K |
| 11/30/2025 | 01/08/2026 | 10-Q |
| 08/31/2025 | 10/09/2025 | 10-Q |
| 05/31/2025 | 07/10/2025 | 10-Q |
| 02/28/2025 | 04/24/2025 | 10-K |
| 11/30/2024 | 01/08/2025 | 10-Q |
| 08/31/2024 | 10/09/2024 | 10-Q |
| 05/31/2024 | 07/09/2024 | 10-Q |
| 02/29/2024 | 04/24/2024 | 10-K |
| 11/30/2023 | 01/08/2024 | 10-Q |
| 08/31/2023 | 10/04/2023 | 10-Q |
| 05/31/2023 | 07/10/2023 | 10-Q |
| 02/28/2023 | 04/27/2023 | 10-K |
| 11/30/2022 | 01/06/2023 | 10-Q |
| 08/31/2022 | 10/06/2022 | 10-Q |
| 05/31/2022 | 07/08/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2026 Earnings Reported 4/23/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Revenue | 1.75 Bil | 1.79 Bil | 1.82 Bil | 1.2% | Raised | Guidance: 1.77 Bil for 2026 | |
| 2027 Home & Outdoor Net Sales | 854.00 Mil | 868.00 Mil | 882.00 Mil | 6.4% | Raised | Guidance: 815.50 Mil for 2026 | |
| 2027 Beauty & Wellness Net Sales | 897.00 Mil | 918.50 Mil | 940.00 Mil | -3.3% | Lowered | Guidance: 950.00 Mil for 2026 | |
| 2027 EPS | 3.57 | 3.88 | 4.18 | -110.8% | Higher New | Guidance: -35.8 for 2026 | |
| 2027 Adjusted Diluted EPS | 3.25 | 3.5 | 3.75 | 0 | Affirmed | Guidance: 3.5 for 2026 | |
| 2027 Net Income | 83.00 Mil | 90.00 Mil | 97.00 Mil | ||||
| 2027 Adjusted EBITDA | 190.00 Mil | 193.50 Mil | 197.00 Mil | ||||
| 2027 Free Cash Flow | 85.00 Mil | 92.50 Mil | 100.00 Mil | ||||
| 2027 Capital Expenditures | 28.00 Mil | 30.00 Mil | 32.00 Mil | ||||
Prior: Q3 2026 Earnings Reported 1/8/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.76 Bil | 1.77 Bil | 1.77 Bil | 0.3% | Raised | Guidance: 1.76 Bil for 2026 | |
| 2026 Adjusted Diluted EPS | 3.25 | 3.5 | 3.75 | -12.5% | Lowered | Guidance: 4 for 2026 | |
| 2026 Home & Outdoor Net Sales | 812.00 Mil | 815.50 Mil | 819.00 Mil | ||||
| 2026 Beauty & Wellness Net Sales | 946.00 Mil | 950.00 Mil | 954.00 Mil | ||||
| 2026 GAAP Diluted Loss Per Share | -36.1 | -35.8 | -35.6 | ||||
| 2026 Interest Expense | 58.00 Mil | 58.50 Mil | 59.00 Mil | ||||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Judge, Tessa | Chief Legal Officer | Direct | Buy | 7162025 | 22.87 | 435 | 9,948 | 567,450 | Form |
| 2 | Grass, Brian | Chief Executive Officer | Direct | Buy | 7152025 | 21.47 | 10,000 | 214,700 | 2,918,460 | Form |
| 3 | Scheuerman, Tracy | Chief Financial Officer | Direct | Buy | 7152025 | 20.13 | 10,000 | 201,300 | 665,115 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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