Sally Beauty Holdings, Inc. (SBH) reported solid third-quarter fiscal 2024 results, as both the top and bottom lines beat the Zacks Consensus Estimate, and net sales increased year over year. The company witnessed positive comparable sales across both the Sally Beauty and Beauty Systems Group segments. At Sally Beauty, strategic initiatives such as better performance marketing, market expansions and digital enhancements were met with a positive consumer response, leading to growth in both new and returning ...

For the quarter ended June 2024, Sally Beauty (SBH) reported revenue of $942.34 million, up 1.2% over the same period last year. EPS came in at $0.45, compared to $0.49 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $931.39 million, representing a surprise of +1.18%. The company delivered an EPS surprise of +12.50%, with the consensus EPS estimate being $0.40. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

Sally Beauty (SBH) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 12.50%. A quarter ago, it was expected that this beauty products seller would post earnings of $0.39 per share when it actually produced earnings of $0.35, delivering a surprise of -10.26%. Over the last four quarters, ...

财务表现 - 第三季度合并可比销售增长1.5%[3] - 第三季度营运现金流为4800万美元[13] - 第三季度调整后毛利率为51.0%[8] - 第三季度调整后营业利润率为8.9%[10] - 第三季度调整后每股收益为0.45美元[11] - 第三季度营运自由现金流为2900万美元[13] 业务表现 - Sally Beauty分部第三季度可比销售增长0.7%[16] - Beauty Systems Group分部第三季度可比销售增长2.6%[17] - 公司2024财年第三季度SBS同店销售增长0.7%，BSG同店销售增长2.6%[62] - 公司2024财年第三季度SBS门店数量为3,141家，较上年同期减少13家[60] - 公司2024财年第三季度BSG自营门店数量为1,204家，较上年同期减少4家[60] 非GAAP财务指标 - 公司调整后的稀释每股净收益排除了与重组计划、燃料增长计划和债务清算相关的费用[30] - 公司定义的经营自由现金流是经营活动产生的现金流量减去资本支出[31] - 公司认为这些非GAAP财务指标可以提供有价值的信息,反映公司的盈利和业务趋势[32] - 公司使用这些非GAAP指标作为补充信息,为投资者提供更多有意义的财务信息[33] 财务数据 - 公司净销售额为9.423亿美元,同比增长1.2%[36] - 公司销售、一般及管理费用占净销售额的比例为43.4%,同比上升210个基点[38] - 公司Sally Beauty Supply业务分部的营业利润率为16.2%,同比下降40个基点[43] - 公司Beauty Systems Group业务分部的营业利润率为11.5%,同比下降80个基点[43] - 公司整体的营业利润率为7.6%,同比下降210个基点[43] - 公司的有效税率为26.1%,同比下降280个基点[38] - 三个月期间的综合毛利率为50.9%[48] - 三个月期间的销售、一般及管理费用占销售额的比例为41.3%[48] - 三个月期间的营业利润率为9.6%[48] - 三个月期间的净利润为53,261,000美元[48] - 三个月期间的每股基本收益为0.50美元，每股摊薄收益为0.49美元[48] - 九个月期间的综合毛利率为50.7%[51] - 九个月期间的销售、一般及管理费用占销售额的比例为42.6%[51] - 九个月期间的营业利润率为8.1%[51] - 九个月期间的净利润为127,934,000美元[51] - 公司2024财年第三季度调整后EBITDA占净销售额的比例为12.4%，较上年同期下降40个基点[58] - 公司2024财年第三季度自由现金流为2.87亿美元，同比下降8.8%[59] 其他 - 回购1000万美元股票[13] - 维持2024财年全年指引[18]

Sally Beauty Holdings, Inc. (SBH) is likely to see a bottom-line decline when it reports third-quarter fiscal 2024 earnings on Aug 8. The Zacks Consensus Estimate for quarterly earnings has moved down by a cent in the past 30 days to 40 cents per share. The figure slumped 18.4% from the year-ago quarter's reported figure. The company's top line is likely to increase year over year. The consensus mark for quarterly revenues is pegged at $931.4 million, indicating a slight increase from the prior-year quarter ...

Wall Street analysts forecast that Sally Beauty (SBH) will report quarterly earnings of $0.40 per share in its upcoming release, pointing to a year-over-year decline of 18.4%. It is anticipated that revenues will amount to $931.39 million, exhibiting no change compared to the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimate ...

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Sally Beauty (SBH) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual r ...

文章核心观点 - Sally Beauty是一家领先的美发护理和染发产品零售商,为消费者提供全面的夏季美发护理解决方案 [2][3] - 公司提供多种产品和服务,包括防晒、修复、染发等,帮助消费者在夏季保持健康美丽的头发 [4][5][6] - 公司鼓励消费者在夏季通过正确的护理方法,如使用专业护发产品,来维护头发健康 [7] 公司概况 - Sally Beauty是一家领先的美发护理和染发产品零售商 [3] - 公司为消费者提供全面的夏季美发护理解决方案 [2][3] 产品和服务 - 防晒产品:公司的ion sun care系列产品可以帮助维护、造型并滋润头发,给人一种自然海滩般的效果 [4] - 修复产品:公司的bondbar系列产品可以修复和加强受损头发,如lamellar水漂洗、保湿面膜等 [5] - 染发产品:公司的bondbar染发产品可以提供100%遮盖白发,同时滋养修护头发 [6] - 维护产品:公司的ion color defense套装可以帮助消费者保持染发后的色泽鲜艳,减少褪色 [6]

Introduction YCharts Financial Outlook Looks Better And Forward Valuations Look Cheap YCharts YCharts Improving Cash-Generation Prospects Bode Well For Leverage Decline And A Potential Pick Up in Buybacks YCharts VAL Sally Beauty Holdings Inc (SBH) Days Inventory Outstanding (Quarterly) 209.78 160.00 140.00 2020 2021 2022 2023 2024 Seeking Alpha Jul 15, 2024, 1:33 AM EDT Powered by YC H A R T S tied up with working capital, currently stands at almost 165 days, and at 5-year highs. Even this could mean rever ...

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