Helen of Troy Q3 Earnings Call Highlights: Tariffs and Mix Pressure Hurt Margins, CEO Emphasizes Growth Strategy

Helen of Troy reported Q3 consolidated net sales down 3.4% (organic down 10.8%), with $17.3 million of the decline tied to tariff-related disruptions. Tariffs and mix pressure hurt margins, and adjusted EPS was $1.71. Management is shifting to a growth-first strategy, re-energizing brands, and expects to cut China-tariff exposure on COGS to 25-30% by the end of fiscal 2026.