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- **CEO Vision for Renewal**: Focus on consumer-centric innovation, operational efficiency, and cultural transformation to rebuild brand portfolio.
- **Q2 Financials**: Olive & June drove $33.4M revenue, offsetting 8.9% YoY sales decline; free cash flow negative due to tariffs and inventory builds.
- **Tariff Mitigation Progress**: Price increases nearing full implementation, with $10M tariff impact year-to-date; FY26 outlook assumes $34M tariff drag.
- **Financial Outlook**: Full-year EPS guidance $3.75-$4.25 (47.7%-40.7% YoY decline); cautious on consumer demand but optimistic on FY27 recovery.
- **Balance Sheet Focus**: Targeting leverage below 2x and exploring covenant relief to support long-term growth initiatives.

**【Management Opening Remarks】**
- Anne Rakunas introduced the new CEO, Scott Uzzell, and outlined the agenda, emphasizing the company's transition and focus on rebuilding for sustainable growth.

**【CEO Summary Section】**
- **Strategic Vision**: Scott Uzzell highlighted his experience in consumer-centric innovation and emphasized renewing Helen of Troy's brand portfolio through disciplined investment, operational efficiency, and cultural transformation.
- **Key Priorities**:
  1. Reinvigorate brands and teams to drive innovation and execution.
  2. Place consumers at the center of decision-making with agile, market-focused teams.
  3. Strengthen portfolio through best-in-class product innovation and operational excellence.
  4. Improve asset efficiency and maintain shareholder-friendly policies.
- **Cultural Shift**: Uzzell stressed reducing bureaucracy, empowering associates, and fostering a growth mindset to accelerate decision-making.

**【CFO Financial Commentary】**
- **Q2 Results**: Net sales declined 8.9% YoY, but Olive & June contributed $33.4 million, offsetting tariff-related disruptions.
- **Tariff Mitigation**: Progress on supplier diversification, cost reductions, and price increases to offset $10 million in tariff impacts.
- **Financial Outlook**: Full-year net sales expected between $1.74B-$1.78B (8.8%-6.7% YoY decline), with adjusted EPS of $3.75-$4.25 (47.7%-40.7% YoY decline). Third-quarter EPS guidance: $1.55-$1.80 (41.9%-32.6% YoY decline).
- **Liquidity**: Total debt $893.2M, free cash flow negative due to tariffs and inventory builds, with plans to improve sequentially.

**【Q&A Highlights】**
- **Portfolio Strategy**: CEO Uzzell acknowledged all brands have potential but emphasized evaluating opportunities for future divestitures as part of long-term planning.
- **Tariff Impact**: CFO Grass noted transitory impacts in FY26, with expectations for improvement in FY27 as mitigation efforts (pricing, diversification) take effect.
- **Balance Sheet**: CFO Grass aims for leverage below 2x and is proactively engaging lenders to secure covenant relief amid macroeconomic uncertainty.
- **Consumer Trends**: CFO Tracy Schuerman highlighted cautious consumer spending and trade-down behavior, but noted Olive & June's resilience and innovation pipeline as growth drivers.

Helen of Troy Limited (HELE) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

HELE

HELE fundamentals

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