Factors Working in Sally Beauty's Favor The Fuel for Growth initiative ensures Sally Beauty remains poised to achieve increased gross margins and efficiencies in selling, general and administrative expenses (SG&A), while also focusing on growth and enhancing its shareholder value. SBH is projected to realize pre-tax advantages of $20 million in fiscal 2024. Furthermore, it has identified an additional potential pre-tax benefit of around $50 million for fiscal 2025, culminating in cumulative benefits approac ...

This collaboration enables Sally Beauty to provide same-day delivery services from more than 2,200 store locations nationwide. With this service, customers can now have the access to purchase a wide range of beauty products and have them delivered to their doorsteps in as little as an hour. Driving Growth Through Customer-Centricity Management views this partnership as pivotal in advancing its omni-channel approach and commitment to accessibility. The company remains dedicated to prioritizing its customers ...

Sally Beauty now offers same-day delivery in as fast as an hour via Instacart.Sally Beauty now offers sameday delivery in as fast as an hour via Instacart. About Instacart Leading beauty retailer now offers same-day delivery in as fast as an hour via Instacart "We're thrilled to continue broadening our offerings beyond grocery by partnering with Sally Beauty to deliver an extensive range of beauty products," said Blake Wallace, Senior Director of Retail Partnerships at Instacart. "This partnership not only ...

Sally Beauty Holdings, Inc. ((SBH) , a specialty retailer of premium, high-quality casual apparel, currently sports a Zacks Rank #1 (Strong Buy). ANF has a trailing four-quarter average earnings surprise of 210.3%. You can see the complete list of today's Zacks #1 Rank stocks here. The Gap Inc. (GPS) , a fashion retailer of apparel and accessories, currently flaunts a Zacks Rank #1. GPS has a trailing four-quarter earnings surprise of 202.7%, on average. DICK'S Sporting Goods (DKS) operates as an omni-chann ...

The beauty retailer is partnering with Free Mom Hugs to offer support at Pride events nationwide and hosting an interactive three-day pop-up experience to get people ready for NYC Pride. DENTON, Texas, May 30, 2024 /PRNewswire/ -- Sally Beauty, the leader in professional hair color and care, is proud to unveil the next installment of the Rooted In Success event series supporting Pride. Following Rooted In Success events supporting Black History Month and Women's History Month, Sally Beauty is celebrating th ...

财务数据和关键指标变化 - 第二季度合并净销售额为9.08亿美元,同比下降1.1% [24] - 合并同店销售下降1.5% [24] - 毛利率为51%,与去年持平,剔除去年的非现金存货减记后,调整后毛利率为51%,同比增加30个基点 [24] - 调整后营业利润率为7.6%,调整后EBITDA利润率为11% [28] - 调整后每股收益为0.35美元 [28] 各条业务线数据和关键指标变化 - Sally Beauty业务同店销售下降4%,净销售额下降3% [28] - Sally美国和加拿大业务中,彩妆类销售下降6%,护理类销售下降1% [29] - BSG业务同店销售和净销售额均增长2% [30] - BSG业务中,彩妆类销售增长6%,护理类销售增长3% [30] 各个市场数据和关键指标变化 - Sally美国和加拿大业务中,16百万会员贡献了79%的销售额 [29] - 电商销售占比:Sally Beauty 7%,BSG 14% [24][30] 公司战略和发展方向及行业竞争 - 公司正在执行多项战略举措,包括产品创新、提升客户中心化、发展自有品牌等 [9][10][11][12][13][14][15] - 公司正在优化成本结构,预计2024财年可实现2000万美元的税前利润改善,2025财年可达5000万美元,到2026财年可达1.2亿美元 [17][26][27] - 公司正在拓展新的销售渠道,如Walmart、DoorDash、Instacart等 [13] - 公司正在测试新的零售概念"Happy Beauty",计划在2024财年前开设20家试点店 [15][16] 管理层对经营环境和未来前景的评论 - 公司看到BSG业务持续保持强劲势头,但Sally业务受到宏观环境压力的影响 [18][19] - 公司预计宏观压力将在短期内持续,并将继续专注于提升客户体验和执行战略举措 [19] - 公司预计2023财年全年净销售额和同店销售将基本持平,第三季度净销售额和同店销售预计下降1%至增长1% [33][36] - 公司预计全年毛利率将在50.5%-51%之间,调整后营业利润率约为8.5% [35] 问答环节重要的提问和回答 问题1 **Oliver Chen 提问** 询问了公司在销售渠道和营销方面的计划 [51][52] **Denise Paulonis 回答** 公司正在通过社交媒体、性能营销等方式,引导客户体验公司的新服务,如"Licensed Colorist OnDemand",并将在特定市场加大营销投入 [52][53] 问题2 **Olivia Tong 提问** 询问了公司在BSG业务和Sally业务的具体情况 [57][58][59] **Denise Paulonis 和 Marlo Cormier 回答** 公司BSG业务受益于新品牌拓展和创新,Sally业务受到宏观环境压力,公司正在通过多渠道举措应对 [58][59][60] 问题3 **Simeon Gutman 提问** 询问了行业整体的创新和消费趋势 [72][73][74][75] **Denise Paulonis 回答** 公司看到中高端客户需求相对稳定,但低收入客户受宏观环境影响更大,公司正在针对不同客户群体采取相应措施 [73][74][75]

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-33145 SALLY BEAUTY HOLDINGS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED: MARCH 31, 2024 or (Exact name of registrant as specified in its charter) Delaware 36-2257936 (State or other jurisdiction of incorporation or organization) (I.R. ...

Exhibit 99.1 Contact: Jeff Harkins Investor Relations 940-297-3877 jharkins@sallybeauty.com Sally Beauty Holdings Reports Second Quarter Fiscal 2024 Results ➣ Generated Q2 Cash Flow from Operations of $37 Million ➣ Executed $20 Million in Share Repurchases ➣ Completed the Refinancing of the $680 Million Senior Unsecured Note Due 2025 ➣ Updates Fiscal 2024 Guidance DENTON, Texas, May 9, 2024 – Sally Beauty Holdings, Inc. (NYSE: SBH) (“the Company”), the leader in professional hair color, today announced fina ...

财务数据和关键指标变化 - 第一季度净销售额为9.31亿美元,同比下降2.7%,主要反映了2022年12月关店的不利影响 [7] - 经调整毛利率为50.2%,同比下降60个基点,主要受销售组合变化和固定成本吸收不利影响 [25][26] - 经调整营业利润率为7.9% [30] 各条业务线数据和关键指标变化 - Sally Beauty业务同店销售下降2%,净销售额下降5%,主要受到消费者谨慎消费的影响 [30][31] - BSG业务同店销售增长1%,净销售额基本持平,受益于沙龙需求改善、新品牌分销拓展和收购Goldwell New York的贡献 [33][34] 各个市场数据和关键指标变化 - 电商销售占总销售的10%,同比增长 [24][30][33] - 欧洲市场有待改善,公司正在推进定价和新品牌推广 [38] 公司战略和发展方向及行业竞争 - 公司正在推进客户中心化、自有品牌增长、创新和提升运营效率等战略举措 [9] - 预计2024财年这些战略举措将贡献200-300个基点的销售增长 [9][18] - 公司正在扩大"Fuel for Growth"计划的范围,预计2025财年可实现约5000万美元的额外成本节约 [20] - 公司长期目标为实现低单位数的销售增长和低双位数的营业利润率 [22] 管理层对经营环境和未来前景的评论 - 消费者支出受宏观环境持续压力,公司预计第二季度销售同比持平至下降2% [39] - 但公司有信心在下半年进一步推进战略举措,实现销售同比改善 [18][37] - 公司对长期发展前景保持信心,认为战略举措将有助于吸引新客户、提高客户粘性和增强竞争力 [21][22] 问答环节重要的提问和回答 问题1 **Korinne Wolfmeyer 提问** 自有品牌和国际品牌在本季度同店销售中的贡献情况 [45][46] **Denise Paulonis 回答** 自有品牌和国际品牌在战略举措带来的200个基点同店销售增长中均有贡献,其中创新是最大驱动因素 [46][47] 问题2 **Simeon Gutman 提问** BSG业务改善的驱动因素,以及天气因素对两个业务线的影响 [65][66][67] **Denise Paulonis 回答** BSG业务改善主要受益于创新、分销拓展和沙龙需求改善,天气因素对Sally业务影响较大 [66][67][68] 问题3 **Olivia Tong 提问** 公司维持全年指引的原因 [72][73][74][75][76][77] **Denise Paulonis 回答** 第一季度业绩符合预期,第二季度初期受天气影响有所下滑,但预计下半年将受益于战略举措的持续推进 [73][74][75][76][77]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED: DECEMBER 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-33145 SALLY BEAUTY HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 36-2257936 (State or other jurisdiction of incorporation or organization) (I ...