Sally Beauty Holdings beat sales on both the top and bottom lines in its fourth quarter.
The Denton, Texas-based retailer’s net sales came in at $947 million for its fourth quarter ended Sept. 30, an increase of 1.3 percent compared to the prior year. Wall Street had penciled in $933 million in sales for the quarter.
Within that, color sales grew 7 percent, helped in part by Sally Beauty adding Uber Eats to its partners list, which already included DoorDash, Instacart, Amazon and Walmart. It also brought on brands like K18 at BSG, and expanded its partnership with Sauce Beauty, as well as adding newness in color from Wella.
Adjusted earnings per share were 55 cents, surpassing analysts’ estimates of 48 cents.
For 2025 as a whole, net sales were down 0.4 percent at $3.70 billion.
As for fiscal-year 2026, it is estimating sales will come in at between $3.71 billion and $3.77 billion. Adjusted diluted EPS is expected at between 43 cents and 47 cents.
Denise Paulonis, president and chief executive officer, said: “As we enter fiscal 2026, we are emboldened by our resilient customers, defensible core categories and strategic initiatives built to drive growth and increase profitability. All of this gives us confidence in the fiscal 2026 guidance and long-term financial targets we are providing today.”
The company is also introducing financial targets to reflect its three-year planning horizon ending with fiscal 2028, targeting net sales growth in the range of 1 to 3 percent, annually.
Its stock closed down 1.6 percent at $14.45.
