Sally Beauty Q4 sales slightly beat estimates on e-commerce growth
SBH•Sally Beauty’s Q4 net sales rose 0.6% to $952.53 million, slightly above the $950.07 million consensus, while adjusted diluted EPS rose 13% to $0.62, beating the $0.60 estimate. The company forecast FY27 net sales of $3.77 billion to $3.81 billion and adjusted diluted EPS of $2.20 to $2.30.
1. Quarterly results
Sally Beauty reported Q4 net sales of $952.53 million, up 0.6% and slightly above analyst expectations of $950.07 million. Adjusted diluted EPS rose 13% to $0.62, beating the $0.60 consensus. The company repurchased $42 million in shares during the quarter.
2. E-commerce and segments
Global e-commerce sales rose 8% to $113 million, accounting for 12% of net sales. Sally Beauty segment sales grew 1.6% and comparable sales rose 2.0%, while Beauty Systems Group sales declined 0.8%. Adjusted selling, general and administrative expenses fell $5 million from a year earlier.
3. FY27 outlook
Sally Beauty expects FY27 net sales of $3.77 billion to $3.81 billion, comparable sales growth of 1% to 2%, and adjusted diluted EPS of $2.20 to $2.30.
