Helen of Troy Limited (HELE)

Helen of Troy's stock has experienced significant volatility over the past six months. The company reported its Fourth Quarter Fiscal 2025 results on April 24, 2025. A CEO leadership change was announced on May 2, 2025, followed by the appointment of G. Scott Uzzell as Chief Executive Officer on August 13, 2025. First Quarter Fiscal 2026 results on July 10, 2025, showed a consolidated net sales decrease and a net loss, attributed to tariffs and softer demand, leading to a stock price drop. The stock surged 11% on July 15, 2025, after CEO and CFO share purchases. Second Quarter Fiscal 2026 results were released on October 9, 2025, beating EPS and revenue estimates, but net sales still fell, and weak full-year guidance prompted analysts to lower price targets. The stock price on October 20, 2025, was substantially lower than the previous year.

Demand for Helen of Troy's products exhibits seasonality. The Beauty & Wellness segment is impacted by the winter and illness season, while the fourth fiscal quarter typically sees strong sales due to flu cases, distribution gains, and acquisitions. The restocking period for the Christmas sales season is also a significant driver. However, the company has also noted softer overall consumer demand and lower replenishment orders in categories like home and insulated beverageware.

Helen of Troy Ltd. is a global consumer products company that designs, develops, and markets housewares, health and home, and beauty products. The company operates in the Consumer Discretionary sector, specifically in the Home Furnishings industry, and is segmented into Beauty & Wellness and Home & Outdoor. Its portfolio includes brands such as OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon, and Olive & June, encompassing a wide range of products.

The company distributes its products across the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Helen of Troy's brand reputation has faced challenges in the past year. The company's stock plunged in July 2024 due to an earnings miss and a weak outlook, citing consumer weakness, a shift towards essential items, and increased competition. While there was some positive media attention for Hydro Flask in October 2024, the overall sentiment in October 2025 is negative, with a "Strong Sell" rating and bearish views due to weak guidance, tariffs, and slower consumer demand. The stock is currently trading near its 5-year lows.

Helen of Troy's ownership is primarily institutional, with major shareholders including BlackRock, Inc., Vanguard Group Inc, Fmr Llc, Dimensional Fund Advisors Lp, Pzena Investment Management Llc, State Street Corp, Earnest Partners Llc, iShares, JPMorgan Investment Management Inc., Geode Capital Management LLC, Charles Schwab Investment Management, Inc., and Bank Of America Corp. Significant individual shareholders include Stanlee N. Rubin and Gerald J. Rubin.