Helen Of Troy (HELE)
Market Price (12/26/2025): $20.41 | Market Cap: $468.6 MilSector: Consumer Discretionary | Industry: Household Appliances
Helen Of Troy (HELE)
Market Price (12/26/2025): $20.41Market Cap: $468.6 MilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% | Weak multi-year price returns2Y Excs Rtn is -130%, 3Y Excs Rtn is -160% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 194% |
| Attractive yieldFCF Yield is 11% | 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 12% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.6%, Rev Chg QQuarterly Revenue Change % is -8.9% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, and Eco-friendly Products. | 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 -145% | |
| 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. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% |
| Attractive yieldFCF Yield is 11% |
| 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 -130%, 3Y Excs Rtn is -160% |
| 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 12% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 194% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.6%, Rev Chg QQuarterly Revenue Change % is -8.9% |
| 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 -145% |
| 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. |
Why The Stock Moved
Qualitative Assessment
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1. Weak Fiscal Second Quarter 2026 Financial Results and Guidance.Helen of Troy reported its second-quarter fiscal year 2026 results on October 9, 2025. While adjusted earnings per share (EPS) slightly exceeded forecasts, the company's gross margin and operating profit margin were weaker than anticipated. Adjusted EPS declined by 51.2% from the prior year, and adjusted operating income fell by 41.9%. Furthermore, the company issued a cautious outlook for the third quarter and full fiscal year 2026 that did not meet Wall Street's expectations, leading to a significant drop in its stock price. 2. Increased Leverage and Debt Concerns.
During fiscal year 2026, Helen of Troy's net debt increased, pushing its leverage ratios to 3.5 times by the end of the second quarter, primarily due to higher net debt and a decline in trailing 12-month EBITDA. To address potential covenant compliance issues, the company announced an amendment to its existing credit agreement in November 2025, seeking additional flexibility regarding its maximum leverage ratio. 3. Persistent Tariff Impacts and Supply Chain Challenges.
The company continued to face significant financial headwinds from evolving global tariff policies. In the first fiscal quarter of 2026 (reported in July 2025), tariff-related effects accounted for 8 percentage points of an almost 11% decline in sales revenue. Although Helen of Troy made efforts to mitigate tariff impacts on its cost of goods sold, its revised target for reducing reliance on Chinese manufacturing indicated ongoing supply chain challenges. The ongoing uncertainty surrounding tariffs also contributed to the company's decision not to provide a full-year outlook for fiscal 2026. 4. Soft Consumer Demand and Macroeconomic Pressures.
Helen of Troy consistently reported facing challenges from reduced consumer discretionary spending and broader macroeconomic pressures throughout 2025. These factors adversely impacted sales across its key segments, including Beauty & Wellness and Home & Outdoor products, contributing to declining revenues. 5. Analyst Downgrades and Reduced Price Targets.
Following the disappointing second-quarter fiscal 2026 earnings report and cautious guidance, several prominent Wall Street analysts downgraded Helen of Troy's stock and lowered their price targets. For example, UBS reduced its price target for HELE, and Canaccord Genuity downgraded the stock from a "Buy" to a "Hold" rating while significantly cutting its price target due to increased uncertainties regarding the company's future performance. This negative shift in analyst sentiment further exerted downward pressure on the stock price. Show more
Stock Movement Drivers
Fundamental Drivers
The -14.2% change in HELE stock from 9/25/2025 to 12/25/2025 was primarily driven by a -12.1% change in the company's P/S Multiple.| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 23.80 | 20.43 | -14.16% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1862.47 | 1820.03 | -2.28% |
| P/S Multiple | 0.29 | 0.26 | -12.10% |
| Shares Outstanding (Mil) | 22.94 | 22.96 | -0.07% |
| Cumulative Contribution | -14.16% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HELE | -14.2% | |
| Market (SPY) | 4.9% | 18.7% |
| Sector (XLY) | 3.8% | 20.0% |
Fundamental Drivers
The -26.3% change in HELE stock from 6/26/2025 to 12/25/2025 was primarily driven by a -22.4% change in the company's P/S Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 27.72 | 20.43 | -26.30% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1907.66 | 1820.03 | -4.59% |
| P/S Multiple | 0.33 | 0.26 | -22.40% |
| Shares Outstanding (Mil) | 22.86 | 22.96 | -0.45% |
| Cumulative Contribution | -26.30% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HELE | -26.3% | |
| Market (SPY) | 13.1% | 19.3% |
| Sector (XLY) | 14.2% | 19.4% |
Fundamental Drivers
The -66.8% change in HELE stock from 12/25/2024 to 12/25/2025 was primarily driven by a -64.6% change in the company's P/S Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 61.58 | 20.43 | -66.82% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1929.88 | 1820.03 | -5.69% |
| P/S Multiple | 0.73 | 0.26 | -64.60% |
| Shares Outstanding (Mil) | 22.81 | 22.96 | -0.64% |
| Cumulative Contribution | -66.82% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HELE | -66.8% | |
| Market (SPY) | 15.8% | 35.1% |
| Sector (XLY) | 5.3% | 37.2% |
Fundamental Drivers
The -80.3% change in HELE stock from 12/26/2022 to 12/25/2025 was primarily driven by a -76.8% change in the company's P/S Multiple.| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 103.69 | 20.43 | -80.30% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2236.38 | 1820.03 | -18.62% |
| P/S Multiple | 1.11 | 0.26 | -76.81% |
| Shares Outstanding (Mil) | 23.97 | 22.96 | 4.21% |
| Cumulative Contribution | -80.33% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HELE | -83.3% | |
| Market (SPY) | 48.3% | 30.4% |
| Sector (XLY) | 38.1% | 32.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HELE Return | 24% | 10% | -55% | 9% | -50% | -67% | -89% |
| Peers Return | � | � | � | � | � | � | � |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| HELE Win Rate | 58% | 58% | 25% | 50% | 42% | 50% | |
| Peers Win Rate | � | � | � | � | � | 40% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| HELE Max Drawdown | -40% | -7% | -66% | -26% | -60% | -71% | |
| Peers Max Drawdown | � | � | � | � | � | � | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: MHO, PLUS, SONO, LEG, ALH. 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] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | HELE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -68.9% | -25.4% |
| % Gain to Breakeven | 221.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -45.1% | -33.9% |
| % Gain to Breakeven | 82.0% | 51.3% |
| Time to Breakeven | 113 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 125 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -70.3% | -56.8% |
| % Gain to Breakeven | 236.9% | 131.3% |
| Time to Breakeven | 646 days | 1,480 days |
Compare to MHO, PLUS, SONO, LEG, ALH
In The Past
Helen Of Troy's stock fell -68.9% during the 2022 Inflation Shock from a high on 1/27/2021. A -68.9% loss requires a 221.4% gain to breakeven.
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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.
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Here are 1-2 brief analogies for Helen Of Troy (HELE):
- Helen Of Troy is like a **Newell Brands** (owner of Rubbermaid, Sharpie, and Coleman) but focused on kitchen tools (OXO), health tech (Vicks and Braun thermometers), and beauty appliances (Hot Tools).
- Think of them as a smaller **Procter & Gamble**, but specializing in a portfolio of well-known consumer brands for kitchenware, health & home products, and personal care appliances.
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- Beauty and Hair Care Appliances: Includes hair dryers, curling irons, straighteners, and other styling tools for personal grooming.
- Health and Home Products: Encompasses air purifiers, humidifiers, heaters, fans, thermometers, and water filtration systems for home comfort and wellness.
- Housewares and Hydration Products: Features kitchen tools, gadgets, food storage containers, and insulated hydration bottles and tumblers.
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Helen of Troy (symbol: HELE) primarily sells its consumer products to other companies, specifically major retailers and e-commerce platforms, who then distribute and sell to individual consumers.
Based on recent financial disclosures, its major customers include:
- Walmart Inc. (Symbol: WMT)
- Amazon.com, Inc. (Symbol: AMZN)
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G. Scott Uzzell, Chief Executive Officer
G. Scott Uzzell assumed the role of Chief Executive Officer at Helen of Troy effective September 1, 2025. Prior to this, he served as Corporate Vice President & General Manager of Nike North America. Uzzell was also President & CEO of Converse, Inc. for four years, where he led a turnaround focusing on new product innovation and marketplace excellence. Before his time at Nike, he was President of the Venturing & Emerging Brands Group at The Coca-Cola Company, where he spearheaded the development of high-growth brands like Honest Tea, Body Armor, Health-Ade Kombucha, and Fairlife Milk, and successfully managed multiple M&A transactions to enhance shareholder value. His career began in sales and marketing at Procter & Gamble, Coca-Cola, and Nabisco.
Brian L. Grass, Chief Financial Officer
Brian L. Grass currently serves as the Chief Financial Officer of Helen of Troy, returning to this role after serving as interim CEO. He has a long history with the company, having previously held the CFO position from 2014 to 2022 and serving as Assistant CFO from 2006 to 2014. Mr. Grass rejoined Helen of Troy in March 2023 as Senior Vice President, Assistant Chief Financial Officer, and then as interim CFO and interim CEO before reassuming the permanent CFO role. Before joining Helen of Troy, he spent seven years in public accounting at KPMG LLP and six years in various financial leadership roles at Tenet Healthcare Corporation.
Tessa Judge, Chief Legal Officer
Tessa Judge is the Chief Legal Officer and General Counsel at Helen of Troy. She joined the company in March 2015 as Assistant General Counsel and was promoted to General Counsel in January 2018, before being appointed Chief Legal Officer in March 2022. Prior to her tenure at Helen of Troy, Ms. Judge worked as an Attorney at Akin Gump Strauss Hauer & Feld LLP. She holds a Doctor of Law (J.D.) from The University of Texas at Austin.
Jay Caron, Chief of Global Operations
Jay Caron serves as the Chief of Global Operations and Chief Supply Chain Officer at Helen of Troy, having started with the company in January 2017. His extensive experience in supply chain and operations leadership includes prior roles as Director at Shoreview Management Advisors, Vice President of Purchasing and IT at Thule Group, and Executive Vice President of Operations at Dorel Juvenile Group. Mr. Caron also held positions at Gillette, Newell, and Sony. He holds a Bachelor of Science in Industrial Management from Purdue University.
Larry Witt, President, Home & Outdoor
Larry Witt is the President of Helen of Troy's Home & Outdoor segment. He has been with the company for 17 years and part of OXO, a Helen of Troy brand, for 29 years. Mr. Witt joined OXO in 1994 and played a significant role in guiding and driving the brand's growth to become a leading brand in the home industry and the largest single brand in Helen of Troy’s portfolio. He was also instrumental in the acquisitions of Hydro Flask and Osprey, overseeing their integration. Before joining OXO, Mr. Witt had a career at Dayton Hudson Corporation and Federated Department Stores in merchandising roles.
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Helen of Troy Limited (HELE) faces several key risks to its business, primarily stemming from a challenging consumer landscape, global trade policies, and operational disruptions.
- Weak Consumer Demand and Challenging Macroeconomic Environment: Helen of Troy's financial performance is significantly impacted by a difficult consumer spending environment and softer consumer demand, especially within its Beauty & Wellness segment. This has led to declines in sales for products such as hair appliances, prestige hair care, thermometers, and fans. The company has noted that underlying inflationary pressures are causing shoppers to prioritize essential purchases over discretionary items, affecting categories across its portfolio. This ongoing macroeconomic uncertainty has contributed to weaker-than-expected results and downward revisions to financial outlooks.
- Impact of Tariffs and Evolving Global Trade Policies: Tariffs, particularly those imposed by the U.S. on products imported from China, pose a significant risk to Helen of Troy. The company purchases a high concentration of its products from manufacturers in China, exposing it to the financial burden of these tariffs. These tariff-related effects have directly contributed to sales declines and overall business and economic uncertainty, leading the company to actively seek diversification of its production outside of China to mitigate future impact.
- Operational Disruptions and Supply Chain Challenges: The business has experienced notable operational challenges, specifically "shipping disruptions at the Company's Tennessee distribution facility due to automation startup issues". These internal issues have negatively impacted the company's ability to fulfill orders, particularly for small retail customers and direct-to-consumer sales, leading to a significant impact on its Home & Outdoor business segment and contributing to lowered sales forecasts. Beyond this specific incident, Helen of Troy, like many global companies, is susceptible to broader supply chain risks including transportation lead times, supplier capacity, and raw material availability, which can complicate inventory management and sales forecasting.
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The significant market share gains and brand relevance resurgence of competitors, notably Stanley, in the insulated hydration product category. This intensely saturated market, coupled with shifting consumer preferences driven by competitors' viral marketing success (e.g., via TikTok), is directly impacting the sales and market positioning of Helen Of Troy's Hydro Flask brand, a key growth driver for the company.
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Helen of Troy Limited (HELE) operates across several key product categories, each with its own addressable market. The market sizes for their main products and services are identified below:
Beauty & Wellness Segment
- Hair Care Appliances: The global hair care appliances market was valued at USD 6.28 billion in 2024 and is projected to reach USD 11.05 billion by 2033. Another estimate places the global hair care appliances market at USD 19.5 billion in 2024, projected to expand to USD 27.8 billion by 2030.
- Skincare and Personal Care Products (including liquid, solid, and powder-based personal care and grooming products): The global beauty and personal care products market was valued at USD 557.24 billion in 2023 and is projected to reach USD 937.13 billion by 2030. The global skincare market alone was valued at USD 115.65 billion in 2024 and is projected to reach USD 194.05 billion by 2032.
Home & Outdoor Segment
- Kitchenware and Houseware (including food preparation tools, gadgets, storage containers, cleaning, organization, and baby/toddler care products under brands like OXO): The global kitchenware and houseware market was USD 31.47 billion in 2024 and is projected to reach USD 42.63 billion by 2033.
- Small Electric Kitchen Appliances (also part of OXO offerings): The global small kitchen appliances market size was estimated at USD 29.09 billion in 2024 and is projected to reach USD 40.90 billion by 2030.
- Outdoor Gear (including backpacks and travel gear under brands like Osprey, and insulated beverageware like Hydro Flask): The global outdoor gear market size was estimated at USD 55.62 billion in 2024. Another source indicates the global outdoor gear market size reached USD 57.62 billion in 2024 and is projected to touch USD 98.18 billion by 2033. Specifically for backpacks, the global backpack market size was valued at USD 18.66 billion in 2024 and is projected to grow to USD 37.45 billion by 2032.
Health & Home Segment
- Water Filtration Systems (PUR): The global water purifier market size was valued at USD 35.01 billion in 2024 and is projected to grow to USD 62.88 billion by 2032. The global water filters market size was valued at USD 15.88 billion in 2024 and is projected to reach USD 26.42 billion by 2032.
- Healthcare Devices and Home Comfort Products (including thermometers, humidifiers, blood pressure monitors, fans, air purifiers, and heaters under brands like Vicks, Braun, and Honeywell): The global home healthcare market, which includes various devices for in-home care, was valued at USD 362.79 billion in 2023 and is anticipated to grow to USD 811.78 billion by 2032. Another estimate for the global home healthcare market size was USD 416.4 billion in 2024 and is projected to reach USD 747.70 billion by 2030.
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Helen of Troy (NASDAQ: HELE) is expected to drive future revenue growth over the next two to three years through several key strategic initiatives:- Strategic Initiatives and Operational Efficiencies: Helen of Troy's "Elevate for Growth" strategy, supported by "Project Pegasus," aims to create operational efficiencies and expand gross margins. Project Pegasus is anticipated to achieve substantial profit improvements by reducing the cost of goods sold and lowering selling, general, and administrative (SG&A) expenses. These savings are then reinvested into brand and product development to fuel further growth.
- Brand Activation, Product Innovation, and Distribution Expansion: Under its "Elevate for Growth" strategic plan, the company is focused on brand activation, improving its product pipeline, and expanding distribution. This involves enhancing the core product portfolio through commercial innovation and investing in product development and brand building to drive long-term growth.
- Strategic Acquisitions: Helen of Troy continues to pursue strategic acquisitions that align with its "Better Together M&A strategy." A recent example is the acquisition of Olive & June, a high-growth nail care brand, which is expected to broaden the company's customer reach and leverage its capabilities for category expansion.
- International Market Expansion: The company has demonstrated a focus on growing its international sales. Recent results indicate growth in categories such as hair appliances and thermometry in international markets, and Helen of Troy has improved market share in several key international regions through incremental distribution gains, innovation, and increased marketing investment.
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Share Repurchases
- On September 5, 2024, Helen of Troy's Board of Directors authorized a new $500 million share repurchase program, effective August 20, 2024, for a period of three years.
- This new authorization superseded a prior repurchase program that had approximately $245.3 million remaining at the time.
- A previous $500 million share repurchase authorization was announced on September 9, 2021, effective August 25, 2021, for three years, replacing an existing authorization with approximately $79.5 million remaining.
Outbound Investments
- Helen of Troy acquired Olive & June, with the transaction closing on December 16, 2024.
- This acquisition is anticipated to contribute $0.05 to $0.07 in adjusted EPS accretion for the partial fourth quarter of fiscal year 2025.
- Olive & June is expected to provide an incremental net sales contribution of $36 million to $39 million for the third quarter of fiscal year 2026.
Capital Expenditures
- Helen of Troy expected capital and tangible asset expenditures for fiscal year 2025 to be between $30 million and $35 million.
- These capital expenditures for fiscal year 2025 included approximately $8 million for remaining equipment technology associated with the new Tennessee distribution facility.
- Initial capital expenditures related to the first phase of Enterprise Technology initiatives were also part of the fiscal 2025 plan.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to HELE. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.3% | 13.3% | 0.0% |
| 11262025 | HRB | H&R Block | 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 | 5.3% | 5.3% | -0.1% |
| 11262025 | LRN | Stride | 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 | 3.4% | 3.4% | -4.4% |
| 11212025 | ABNB | Airbnb | 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 | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | 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 | 1.8% | 1.8% | -1.6% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Helen Of Troy
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 20.99 |
| Mkt Cap | 2.2 |
| Rev LTM | 2,255 |
| Op Inc LTM | 161 |
| FCF LTM | 108 |
| FCF 3Y Avg | 199 |
| CFO LTM | 137 |
| CFO 3Y Avg | 250 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -4.9% |
| Rev Chg 3Y Avg | -6.3% |
| Rev Chg Q | -1.0% |
| QoQ Delta Rev Chg LTM | -0.2% |
| Op Mgn LTM | 6.6% |
| Op Mgn 3Y Avg | 6.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 5.6% |
| CFO/Rev 3Y Avg | 9.3% |
| FCF/Rev LTM | 5.4% |
| FCF/Rev 3Y Avg | 7.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.2 |
| P/S | 0.8 |
| P/EBIT | 4.0 |
| P/E | 6.8 |
| P/CFO | 13.7 |
| Total Yield | 5.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 11.6% |
| D/E | 0.3 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.0% |
| 3M Rtn | 17.4% |
| 6M Rtn | 21.0% |
| 12M Rtn | 14.9% |
| 3Y Rtn | 5.6% |
| 1M Excs Rtn | -2.6% |
| 3M Excs Rtn | 12.4% |
| 6M Excs Rtn | 8.1% |
| 12M Excs Rtn | -1.6% |
| 3Y Excs Rtn | -76.9% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| 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 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| 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 | $20.43 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -69.4% | |
| 50 Days | 200 Days | |
| DMA Price | $19.61 | $27.14 |
| DMA Trend | down | down |
| Distance from DMA | 4.2% | -24.7% |
| 3M | 1YR | |
| Volatility | 70.2% | 70.8% |
| Downside Capture | 232.60 | 182.79 |
| Upside Capture | 109.83 | 46.54 |
| Correlation (SPY) | 17.1% | 34.9% |
HELE Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.57 | 0.93 | 0.90 | 1.49 | 1.26 | 1.20 |
| Up Beta | 0.30 | -0.49 | 0.25 | 1.47 | 1.14 | 1.20 |
| Down Beta | -0.28 | 0.27 | 0.54 | 1.21 | 1.45 | 1.33 |
| Up Capture | 206% | 42% | 37% | 76% | 29% | 35% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 10 | 22 | 31 | 64 | 114 | 360 |
| Down Capture | 215% | 242% | 200% | 214% | 142% | 108% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 20 | 32 | 61 | 134 | 390 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of HELE With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| HELE | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -67.1% | 8.3% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 70.2% | 24.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -1.28 | 0.27 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 37.0% | 35.1% | -3.0% | 18.3% | 37.2% | 14.6% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of HELE With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| HELE | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -37.9% | 9.8% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 49.5% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | -0.77 | 0.37 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 35.6% | 35.7% | 2.2% | 7.6% | 39.0% | 13.0% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of HELE With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| HELE | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -14.7% | 13.1% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 42.4% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | -0.22 | 0.55 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 43.0% | 43.3% | 3.3% | 13.9% | 42.1% | 11.1% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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 |
| 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% |
| 4/24/2024 | -9.5% | -7.5% | 5.6% |
| 1/8/2024 | 4.5% | 4.7% | -0.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 9 |
| # Negative | 15 | 15 | 14 |
| Median Positive | 2.6% | 4.4% | 5.6% |
| Median Negative | -0.9% | -6.0% | -12.1% |
| Max Positive | 17.9% | 10.3% | 11.9% |
| Max Negative | -27.7% | -31.1% | -37.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 8312025 | 10092025 | 10-Q 8/31/2025 |
| 5312025 | 7102025 | 10-Q 5/31/2025 |
| 2282025 | 4242025 | 10-K 2/28/2025 |
| 11302024 | 1082025 | 10-Q 11/30/2024 |
| 8312024 | 10092024 | 10-Q 8/31/2024 |
| 5312024 | 7092024 | 10-Q 5/31/2024 |
| 2292024 | 4242024 | 10-K 2/29/2024 |
| 11302023 | 1082024 | 10-Q 11/30/2023 |
| 8312023 | 10042023 | 10-Q 8/31/2023 |
| 5312023 | 7102023 | 10-Q 5/31/2023 |
| 2282023 | 4272023 | 10-K 2/28/2023 |
| 11302022 | 1062023 | 10-Q 11/30/2022 |
| 8312022 | 10062022 | 10-Q 8/31/2022 |
| 5312022 | 7082022 | 10-Q 5/31/2022 |
| 2282022 | 4282022 | 10-K 2/28/2022 |
| 11302021 | 1072022 | 10-Q 11/30/2021 |
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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