Overview

• Consumer products firm's fiscal Q1 revenue rose 8.2%, beating analyst expectations

• Adjusted EPS for fiscal Q1 declined year-over-year

• Company raised full-year sales outlook, maintains adjusted EPS guidance

Outlook

• Helen of Troy raises fiscal 2027 net sales outlook to $1.759 bln-$1.831 bln

• Company maintains fiscal 2027 GAAP EPS guidance of $3.57-$4.18 and adjusted EPS of $3.25-$3.75

• Helen of Troy expects continued inflation, cautious retailer inventory, and competitive promotions in fiscal 2027

Result Drivers

• HOME & OUTDOOR DEMAND - Growth in Home & Outdoor segment driven by strong international demand for packs, new product launches, and favorable comparison due to prior year tariff timing shifts

• BEAUTY & WELLNESS SALES - Beauty & Wellness segment growth driven by higher sales of nail care, fans, and thermometers

• TARIFFS AND MIX PRESSURE - Adjusted margin and EPS pressured by unfavorable tariffs, less favorable inventory obsolescence impact, and customer mix

Company press release: ID:nBwbQx9Jja

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Sales	Beat	$402.10 mln	$374.55 mln (4 Analysts)
Q1 Adjusted EPS		$0.17
Q1 EPS		$1.51

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the appliances, tools & housewares peer group is "hold"

• Wall Street's median 12-month price target for Helen of Troy Ltd is $25.00, about 10.8% below its July 7 closing price of $28.04

• The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 4 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.