Tearsheet

Helen Of Troy (HELE)


Market Price (6/20/2026): $26.43 | Market Cap: $609.8 MilSector: Consumer Staples | Industry: Household Products

Helen Of Troy (HELE)


Market Price (6/20/2026): $26.43
Market Cap: $609.8 Mil
Sector: Consumer Staples
Industry: Household Products

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
FCF Yield is 22%

Megatrend and thematic drivers
Megatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, and Eco-friendly Products.

Weak multi-year price returns
2Y Excs Rtn is -112%, 3Y Excs Rtn is -145%

Meaningful short interest
Short 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 11%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 133%

Weak revenue growth
Rev 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 negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -152%

Key risks
HELE 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.

0 Attractive yield
FCF Yield is 22%
1 Megatrend and thematic drivers
Megatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, and Eco-friendly Products.
2 Weak multi-year price returns
2Y Excs Rtn is -112%, 3Y Excs Rtn is -145%
3 Meaningful short interest
Short 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 11%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 133%
5 Weak revenue growth
Rev 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%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -152%
7 Key risks
HELE 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.

HELE in ETFs

Weight = HELE's share of each fund

VTI0.00%
ITOT0.00%
IWM0.02%
FNDA0.16%
NUSC0.13%
IWN0.04%
VTWO0.02%
SCHA0.01%
+5 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/17/2026

Helen Of Troy (HELE) stock has gained about 50% since 2/28/2026 because of the following key factors:

1. Stronger-than-anticipated Fiscal Fourth Quarter 2026 Earnings Exceeded Analyst Expectations. Helen of Troy (HELE) reported its fiscal Q4 2026 results on April 23, 2026, with an adjusted diluted EPS of $0.83, surpassing consensus estimates that ranged from $0.66 to $0.76 per share. Additionally, the company's quarterly revenue of $470.03 million, while a 3.3% year-over-year decrease, still beat analysts' expectations of approximately $450 million to $459 million. This positive earnings surprise likely instilled investor confidence.

2. Optimistic Fiscal Year 2027 Outlook Provided Positive Forward-Looking Guidance. The company initiated its fiscal year 2027 outlook, projecting consolidated net sales between $1.751 billion and $1.822 billion and adjusted diluted EPS in the range of $3.25 to $3.75. This guidance, which includes an anticipated adjusted EBITDA of $190 million to $197 million (implying 2.1% to 6.3% year-over-year growth), indicated a path to improved financial performance for the upcoming fiscal year.

Show more
Updated on 6/17/2026

Helen Of Troy (HELE) stock has gained about 50% since 2/28/2026 because of the following key factors:

1. Stronger-than-anticipated Fiscal Fourth Quarter 2026 Earnings Exceeded Analyst Expectations. Helen of Troy (HELE) reported its fiscal Q4 2026 results on April 23, 2026, with an adjusted diluted EPS of $0.83, surpassing consensus estimates that ranged from $0.66 to $0.76 per share. Additionally, the company's quarterly revenue of $470.03 million, while a 3.3% year-over-year decrease, still beat analysts' expectations of approximately $450 million to $459 million. This positive earnings surprise likely instilled investor confidence.

2. Optimistic Fiscal Year 2027 Outlook Provided Positive Forward-Looking Guidance. The company initiated its fiscal year 2027 outlook, projecting consolidated net sales between $1.751 billion and $1.822 billion and adjusted diluted EPS in the range of $3.25 to $3.75. This guidance, which includes an anticipated adjusted EBITDA of $190 million to $197 million (implying 2.1% to 6.3% year-over-year growth), indicated a path to improved financial performance for the upcoming fiscal year.

3. Significant Debt Reduction and Robust Free Cash Flow Generation Improved Financial Health. Helen of Troy demonstrated substantial progress in strengthening its balance sheet by paying down $112 million of debt in fiscal Q4 2026, reducing total short- and long-term debt to $780.8 million from $916.9 million in the prior fiscal year. Concurrently, the company generated strong free cash flow of $117.5 million in fiscal Q4 2026, marking a 334.2% increase year-over-year, and achieved $131.9 million in free cash flow for the full fiscal year 2026. The company also set a target to lower its net leverage ratio to approximately 3.2 times or less by the end of fiscal 2027.

4. Progress in Strategic Initiatives and Operational Efficiencies. Helen of Troy continued to advance "Project Pegasus," a restructuring initiative designed to enhance operating efficiencies and financial results, which was launched in fiscal 2026. Management highlighted a multi-year roadmap focused on strategic brand investment, supply-chain diversification, and consumer-centric execution, noting initial steps to stabilize brand performance and improve the company's financial position during a dynamic period.

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Stock Movement Drivers

Fundamental Drivers

The 50.1% change in HELE stock from 2/28/2026 to 6/19/2026 was primarily driven by a 51.6% change in the company's P/S Multiple.
(LTM values as of)22820266192026Change
Stock Price ($)17.6426.4750.1%
Change Contribution By: 
Total Revenues ($ Mil)1,8021,786-0.9%
P/S Multiple0.20.351.6%
Shares Outstanding (Mil)2323-0.2%
Cumulative Contribution50.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/19/2026
ReturnCorrelation
HELE50.1% 
Market (SPY)9.2%22.5%
Sector (XLP)-6.9%30.6%

Fundamental Drivers

The 39.7% change in HELE stock from 11/30/2025 to 6/19/2026 was primarily driven by a 43.0% change in the company's P/S Multiple.
(LTM values as of)113020256192026Change
Stock Price ($)18.9526.4739.7%
Change Contribution By: 
Total Revenues ($ Mil)1,8201,786-1.9%
P/S Multiple0.20.343.0%
Shares Outstanding (Mil)2323-0.5%
Cumulative Contribution39.7%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/19/2026
ReturnCorrelation
HELE39.7% 
Market (SPY)9.9%23.7%
Sector (XLP)6.4%18.1%

Fundamental Drivers

The -1.6% change in HELE stock from 5/31/2025 to 6/19/2026 was primarily driven by a -6.4% change in the company's Total Revenues ($ Mil).
(LTM values as of)53120256192026Change
Stock Price ($)26.8926.47-1.6%
Change Contribution By: 
Total Revenues ($ Mil)1,9081,786-6.4%
P/S Multiple0.30.36.1%
Shares Outstanding (Mil)2323-0.9%
Cumulative Contribution-1.6%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/19/2026
ReturnCorrelation
HELE-1.6% 
Market (SPY)28.1%22.2%
Sector (XLP)3.3%18.3%

Fundamental Drivers

The -72.5% change in HELE stock from 5/31/2023 to 6/19/2026 was primarily driven by a -69.3% change in the company's P/S Multiple.
(LTM values as of)53120236192026Change
Stock Price ($)96.2826.47-72.5%
Change Contribution By: 
Total Revenues ($ Mil)2,0731,786-13.8%
P/S Multiple1.10.3-69.3%
Shares Outstanding (Mil)24234.0%
Cumulative Contribution-72.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/19/2026
ReturnCorrelation
HELE-72.5% 
Market (SPY)85.7%29.4%
Sector (XLP)24.4%22.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
HELE Return10%-55%9%-50%-64%25%-88%
Peers Return29%-13%20%6%-20%17%34%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
HELE Win Rate58%25%50%42%50%50% 
Peers Win Rate53%40%50%52%32%73% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
HELE Max Drawdown-22%-66%-34%-62%-74%-36% 
Peers Max Drawdown-15%-29%-18%-20%-31%-15% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: IPAR, CENT, CL, KMB, CHD. 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 6/18/2026 (YTD)

How Low Can It Go

EventHELES&P 500
2024 Yen Carry Trade Unwind
  % Loss-21.5%-7.8%
  % Gain to Breakeven27.4%8.5%
  Time to Breakeven47 days18 days
2023 SVB Regional Banking Crisis
  % Loss-24.6%-6.7%
  % Gain to Breakeven32.7%7.1%
  Time to Breakeven68 days31 days
2020 COVID-19 Crash
  % Loss-44.2%-33.7%
  % Gain to Breakeven79.2%50.9%
  Time to Breakeven112 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-12.0%-19.2%
  % Gain to Breakeven13.6%23.8%
  Time to Breakeven107 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-10.7%-12.2%
  % Gain to Breakeven12.0%13.9%
  Time to Breakeven15 days62 days
2014-2016 Oil Price Collapse
  % Loss-10.6%-6.8%
  % Gain to Breakeven11.9%7.3%
  Time to Breakeven15 days15 days

Compare to IPAR, CENT, CL, KMB, CHD

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.

EventHELES&P 500
2024 Yen Carry Trade Unwind
  % Loss-21.5%-7.8%
  % Gain to Breakeven27.4%8.5%
  Time to Breakeven47 days18 days
2023 SVB Regional Banking Crisis
  % Loss-24.6%-6.7%
  % Gain to Breakeven32.7%7.1%
  Time to Breakeven68 days31 days
2020 COVID-19 Crash
  % Loss-44.2%-33.7%
  % Gain to Breakeven79.2%50.9%
  Time to Breakeven112 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-29.1%-17.9%
  % Gain to Breakeven41.0%21.8%
  Time to Breakeven121 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-26.4%-15.4%
  % Gain to Breakeven35.9%18.2%
  Time to Breakeven160 days125 days
2008-2009 Global Financial Crisis
  % Loss-53.7%-53.4%
  % Gain to Breakeven115.8%114.4%
  Time to Breakeven66 days1085 days
Summer 2007 Credit Crunch
  % Loss-28.2%-8.6%
  % Gain to Breakeven39.2%9.5%
  Time to Breakeven931 days47 days

Compare to IPAR, CENT, CL, KMB, CHD

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 (symbol: HELE) is a global consumer products company that designs, develops, and markets a diverse portfolio of household, healthcare, and beauty items. The company operates through three primary business segments: Home & Outdoor, Health & Wellness, and Beauty. With a broad international footprint, Helen of Troy serves customers across the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America, consistently focusing on acquiring and growing a collection of well-known consumer brands.

The company's product offerings are extensive. Its Home & Outdoor segment includes popular brands like OXO for food preparation tools, storage, and organization products, Hydro Flask for insulated drinkware and food containers, and Osprey for technical outdoor packs and luggage. In the Health & Wellness segment, Helen of Troy provides essential items such as thermometers, blood pressure monitors, and humidifiers under brands like Vicks, Braun, and Honeywell, alongside water filtration systems from PUR. The Beauty segment rounds out its portfolio with hair styling tools and products from Drybar, Hot Tools, and Revlon, as well as various grooming brushes and accessories.

Helen of Troy reaches a wide consumer base through an extensive network of distribution channels worldwide. Its products are sold through mass merchandisers, drugstore chains, warehouse clubs, home improvement stores, grocery and specialty retailers, beauty supply stores, e-commerce platforms, and directly to consumers. This multi-channel approach ensures that a broad range of consumers can access its trusted brands for their everyday living needs, personal care routines, and outdoor pursuits.

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).

AI Analysis | Feedback

  • 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.

AI Analysis | Feedback

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AI Analysis | Feedback

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.

AI Analysis | Feedback

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:
  1. 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.
  2. 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.
  3. 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.
  4. 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.

AI Analysis | Feedback

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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Peer Comparisons

Peers to compare with:

Financials

HELEIPARCENTCLKMBCHDMedian
NameHelen Of.Interpar.Central .Colgate-.Kimberly.Church &. 
Mkt Price26.4799.0943.1889.48102.5695.6392.56
Mkt Cap0.63.22.771.834.022.612.9
Rev LTM1,7861,4953,16320,79516,5566,2054,684
Op Inc LTM1072692594,1222,4731,073671
FCF LTM1321952823,7671,8371,067675
FCF 3Y Avg1611303193,4192,279924621
CFO LTM1712223284,3453,1951,204766
CFO 3Y Avg1971723624,0213,2281,101732

Growth & Margins

HELEIPARCENTCLKMBCHDMedian
NameHelen Of.Interpar.Central .Colgate-.Kimberly.Church &. 
Rev Chg LTM-6.4%1.9%0.2%4.3%0.1%2.2%1.0%
Rev Chg 3Y Avg-4.8%9.4%-1.0%4.3%-6.3%4.1%1.6%
Rev Chg Q-3.3%1.8%8.7%8.4%2.7%0.1%2.2%
QoQ Delta Rev Chg LTM-0.9%0.4%2.3%2.0%0.7%0.0%0.5%
Op Inc Chg LTM-48.9%-5.8%26.5%-5.4%-8.8%-7.0%-6.4%
Op Inc Chg 3Y Avg-19.1%6.0%9.3%4.3%-3.7%1.9%3.1%
Op Mgn LTM6.0%18.0%8.2%19.8%14.9%17.3%16.1%
Op Mgn 3Y Avg10.3%18.2%7.3%21.0%15.6%18.1%16.9%
QoQ Delta Op Mgn LTM-1.8%-0.1%0.5%-1.0%0.6%-0.1%-0.1%
CFO/Rev LTM9.6%14.9%10.4%20.9%19.3%19.4%17.1%
CFO/Rev 3Y Avg10.3%11.8%11.3%19.9%19.3%18.1%14.9%
FCF/Rev LTM7.4%13.0%8.9%18.1%11.1%17.2%12.1%
FCF/Rev 3Y Avg8.4%8.8%9.9%16.9%13.6%15.2%11.8%

Valuation

HELEIPARCENTCLKMBCHDMedian
NameHelen Of.Interpar.Central .Colgate-.Kimberly.Church &. 
Mkt Cap0.63.22.771.834.022.612.9
P/S0.32.10.83.52.13.62.1
P/Op Inc5.711.810.217.413.821.112.8
P/EBIT-0.811.29.322.014.021.712.6
P/E-0.718.815.534.416.130.917.4
P/CFO3.614.38.116.510.718.812.5
Total Yield-147.2%8.6%6.5%5.5%11.1%4.5%6.0%
Dividend Yield0.0%3.2%0.0%2.6%4.9%1.3%1.9%
FCF Yield 3Y Avg18.8%4.0%12.9%4.7%5.6%3.8%5.2%
D/E1.40.10.50.10.20.10.2
Net D/E1.3-0.00.30.10.20.10.1

Returns

HELEIPARCENTCLKMBCHDMedian
NameHelen Of.Interpar.Central .Colgate-.Kimberly.Church &. 
1M Rtn10.5%10.6%13.0%-1.0%6.6%-0.5%8.6%
3M Rtn78.2%11.0%22.7%5.8%5.9%1.3%8.4%
6M Rtn29.6%19.7%34.9%15.6%4.6%13.1%17.7%
12M Rtn1.9%-22.8%25.8%4.0%-15.9%1.0%1.5%
3Y Rtn-72.7%-21.7%40.0%23.7%-15.1%5.0%-5.1%
1M Excs Rtn6.7%13.5%10.6%-2.6%5.8%-2.1%6.2%
3M Excs Rtn63.2%-2.3%5.8%-8.2%-8.1%-12.1%-5.2%
6M Excs Rtn19.8%10.3%17.8%4.4%-7.7%3.5%7.4%
12M Excs Rtn-25.1%-49.6%0.7%-21.9%-41.9%-24.6%-24.8%
3Y Excs Rtn-145.1%-92.6%-32.7%-44.0%-85.6%-67.3%-76.4%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Beauty & Wellness1,0011,0891,1571,358 
Home & Outdoor906916916866727
Beauty    481
Health & Wellness    890
Total1,9082,0052,0732,2232,099


Operating Income by Segment
$ Mil20252024202320222021
Home & Outdoor120143134135122
Beauty & Wellness2311878138 
Beauty    65
Health & Wellness    94
Total143261212273281


Assets by Segment
$ Mil20202019201820172016
Home & Outdoor723699664643 
Health & Wellness652686674679 
Beauty528264283285312
Nutritional Supplements   206219
Healthcare and Home Environment    723
Housewares    614
Total1,9041,6491,6211,8131,870


Price Behavior

Price Behavior
Market Price$26.47 
Market Cap ($ Bil)0.6 
First Trading Date03/26/1990 
Distance from 52W High-20.4% 
   50 Days200 Days
DMA Price$23.91$20.63
DMA Trendupup
Distance from DMA10.7%28.3%
 3M1YR
Volatility65.8%66.2%
Downside Capture-89.25103.94
Upside Capture146.3077.53
Correlation (SPY)22.4%20.9%
HELE Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta1.41-0.220.860.981.191.11
Up Beta1.940.440.610.710.991.06
Down Beta4.602.893.201.911.511.26
Up Capture162%184%122%117%95%34%
Bmk +ve Days13283667141432
Stock +ve Days12283661125361
Down Capture-123%-763%-74%43%125%109%
Bmk -ve Days7132757109318
Stock -ve Days8132762123388

[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
HELE10.8%65.4%0.43-
Sector ETF (XLP)6.3%13.0%0.2117.8%
Equity (SPY)26.5%12.4%1.6120.1%
Gold (GLD)24.2%27.5%0.774.7%
Commodities (DBC)19.8%18.8%0.83-5.7%
Real Estate (VNQ)11.0%13.7%0.5228.1%
Bitcoin (BTCUSD)-40.0%42.5%-1.0810.0%

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%51.5%-0.61-
Sector ETF (XLP)6.0%13.4%0.2329.4%
Equity (SPY)13.5%17.1%0.6235.7%
Gold (GLD)17.1%18.3%0.761.4%
Commodities (DBC)7.5%19.4%0.295.6%
Real Estate (VNQ)1.9%18.9%0.0038.5%
Bitcoin (BTCUSD)11.0%54.2%0.4015.6%

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-12.0%43.8%-0.13-
Sector ETF (XLP)7.2%14.8%0.3635.7%
Equity (SPY)15.3%18.0%0.7341.8%
Gold (GLD)12.3%16.1%0.633.5%
Commodities (DBC)5.9%18.0%0.2611.7%
Real Estate (VNQ)5.3%20.7%0.2241.1%
Bitcoin (BTCUSD)60.0%66.8%1.0011.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity2.6 Mil
Short Interest: % Change Since 51520261.3%
Average Daily Volume0.6 Mil
Days-to-Cover Short Interest4.2 days
Basic Shares Quantity23.1 Mil
Short % of Basic Shares11.1%

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/23/202620.5%20.5%25.4%
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%
10/9/202417.9%10.3%1.6%
7/9/2024-27.7%-31.1%-37.8%
...
SUMMARY STATS   
# Positive887
# Negative151516
Median Positive3.7%5.8%5.6%
Median Negative-4.2%-6.0%-10.9%
Max Positive20.5%20.5%25.4%
Max Negative-27.7%-31.1%-37.8%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/23/202620.5%20.5%25.4%
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%
10/9/202417.9%10.3%1.6%
7/9/2024-27.7%-31.1%-37.8%
4/24/2024-9.5%-7.5%5.6%
1/8/20244.5%4.7%-0.9%
10/4/2023-7.4%-1.7%-15.0%
7/12/2023-0.3%-0.1%0.5%
5/1/2023-5.1%-2.5%-2.4%
1/10/2023-0.2%-6.0%-5.2%
10/6/2022-4.2%-5.9%-15.2%
7/12/2022-0.9%-7.8%-5.3%
4/27/20226.0%0.1%-13.6%
1/11/2022-0.7%-0.9%-10.7%
10/13/20213.0%3.1%8.8%
5/3/20210.4%4.0%-3.9%
1/11/20212.2%9.4%9.8%
10/13/2020-0.6%-1.6%-4.2%
7/13/20202.0%-3.8%2.9%
SUMMARY STATS   
# Positive887
# Negative151516
Median Positive3.7%5.8%5.6%
Median Negative-4.2%-6.0%-10.9%
Max Positive20.5%20.5%25.4%
Max Negative-27.7%-31.1%-37.8%

SEC Filings

Expand for More
Report DateFiling DateFiling
02/28/202604/23/202610-K
11/30/202501/08/202610-Q
08/31/202510/09/202510-Q
05/31/202507/10/202510-Q
02/28/202504/24/202510-K
11/30/202401/08/202510-Q
08/31/202410/09/202410-Q
05/31/202407/09/202410-Q
02/29/202404/24/202410-K
11/30/202301/08/202410-Q
08/31/202310/04/202310-Q
05/31/202307/10/202310-Q
02/28/202304/27/202310-K
11/30/202201/06/202310-Q
08/31/202210/06/202210-Q
05/31/202207/08/202210-Q
Collapse to Preview
Report DateFiling DateFiling
02/28/202604/23/202610-K
11/30/202501/08/202610-Q
08/31/202510/09/202510-Q
05/31/202507/10/202510-Q
02/28/202504/24/202510-K
11/30/202401/08/202510-Q
08/31/202410/09/202410-Q
05/31/202407/09/202410-Q
02/29/202404/24/202410-K
11/30/202301/08/202410-Q
08/31/202310/04/202310-Q
05/31/202307/10/202310-Q
02/28/202304/27/202310-K
11/30/202201/06/202310-Q
08/31/202210/06/202210-Q
05/31/202207/08/202210-Q
02/28/202204/28/202210-K
11/30/202101/07/202210-Q
08/31/202110/08/202110-Q
05/31/202107/09/202110-Q
02/28/202104/29/202110-K
11/30/202001/08/202110-Q
08/31/202010/09/202010-Q
05/31/202007/10/202010-Q
02/29/202004/29/202010-K
11/30/201901/09/202010-Q
08/31/201910/10/201910-Q
05/31/201907/10/201910-Q

Recent Forward Guidance

Updated 6/1/2026

Latest: Q4 2026 Earnings Reported 4/23/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2027 Revenue1.75 Bil1.79 Bil1.82 Bil1.2% RaisedGuidance: 1.77 Bil for 2026
2027 Home & Outdoor Net Sales854.00 Mil868.00 Mil882.00 Mil6.4% RaisedGuidance: 815.50 Mil for 2026
2027 Beauty & Wellness Net Sales897.00 Mil918.50 Mil940.00 Mil-3.3% LoweredGuidance: 950.00 Mil for 2026
2027 EPS3.573.884.18-110.8% Higher NewGuidance: -35.8 for 2026
2027 Adjusted Diluted EPS3.253.53.750 AffirmedGuidance: 3.5 for 2026
2027 Net Income83.00 Mil90.00 Mil97.00 Mil   
2027 Adjusted EBITDA190.00 Mil193.50 Mil197.00 Mil   
2027 Free Cash Flow85.00 Mil92.50 Mil100.00 Mil   
2027 Capital Expenditures28.00 Mil30.00 Mil32.00 Mil   

Prior: Q3 2026 Earnings Reported 1/8/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue1.76 Bil1.77 Bil1.77 Bil0.3% RaisedGuidance: 1.76 Bil for 2026
2026 Adjusted Diluted EPS3.253.53.75-12.5% LoweredGuidance: 4 for 2026
2026 Home & Outdoor Net Sales812.00 Mil815.50 Mil819.00 Mil   
2026 Beauty & Wellness Net Sales946.00 Mil950.00 Mil954.00 Mil   
2026 GAAP Diluted Loss Per Share-36.1-35.8-35.6   
2026 Interest Expense58.00 Mil58.50 Mil59.00 Mil   

Insider Activity

Updated 6/3/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Judge, TessaChief Legal OfficerDirectBuy716202522.874359,948567,450Form
2Grass, BrianChief Executive OfficerDirectBuy715202521.4710,000214,7002,918,460Form
3Scheuerman, TracyChief Financial OfficerDirectBuy715202520.1310,000201,300665,115Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Judge, TessaChief Legal OfficerDirectBuy716202522.874359,948567,450Form
2Grass, BrianChief Executive OfficerDirectBuy715202521.4710,000214,7002,918,460Form
3Scheuerman, TracyChief Financial OfficerDirectBuy715202520.1310,000201,300665,115Form
Core Cache Last Updated: 6/19/2026