What is Sally Beauty's latest dividend and current dividend yield?

What is Sally Beauty's gross profit margin?

What factors drove the changes in Sally Beauty's revenue and profit?

What is the market's earnings forecast for Sally Beauty next quarter?

What were the key takeaways from Sally Beauty’s earnings call?

What is the revenue and EPS growth rate for Sally Beauty year over year?

What does Sally Beauty do and what are its main business segments?

What guidance did Sally Beauty's management provide for the next earnings period?

- **Strong Financial Performance**: Full year revenue $3.7B, EPS $1.90 (+12%). Q4 gross margin 52.2% (100bps expansion).
- **Strategic Momentum**: LCOD consultations 5,000+/week, Sally Ignited remodels driving 15% UPT/ATV lift. Fuel for Growth program $74M cumulative savings.
- **2026 Targets**: 1-3% sales growth, 3-5% operating earnings growth, 10%+ EPS growth. Focus on digital expansion, owned brands, and new categories (fragrance, skin care).

**【CEO Summary Section】**
- **Q4 and Full Year Results**: Delivered Q4 comparable sales growth of 1.3% and full year revenue of $3.7 billion. Adjusted diluted EPS grew 12% to $1.90, driven by gross margin expansion and cost control.
- **Strategic Initiatives**: Advanced Sally Ignited (30 store remodels completed), licensed colors on-demand (LCOD) consultations averaging 5,000+ weekly, and digital expansion via marketplaces (e.g., Uber Eats). Fuel for Growth program generated $46 million in benefits, with $74 million cumulative run rate savings.
- **2026 Outlook**: Targets 1-3% net sales growth, 3-5% adjusted operating earnings growth, and 10%+ EPS growth. Focus on customer activation, digital value, product innovation, and new growth pathways.

**【CFO Financial Commentary】**
- **Q4 Financials**: Consolidated net sales $947 million (+1.3%), gross margin 52.2% (100bps expansion). Adjusted operating margin 9.4%, EPS $0.55 (+10%). Full year free cash flow $275 million, used for debt paydown ($119M) and share buybacks ($50M).
- **2026 Guidance**: Net sales $3.71-3.77 billion, adjusted EPS $2-2.10. Capital expenditures $10 million, free cash flow $200 million. Store count expected flat with 40 new openings and 40 closures.
- **Fuel for Growth**: Anticipates $45 million in 2026 savings (2/3 gross margin, 1/3 SG&A), bringing cumulative run rate to $120 million.

**【Q&A Highlights】**
- **Consumer Trends**: Resilient Sally customers despite government shutdowns; BSG stylists buying smaller, more frequent orders. Color category strong (Sally +8%, BSG +5%).
- **Store Remodels**: Sally Ignited stores show 15% higher UPT and ATV; 50 more remodels planned for 2026. Fragrance expansion into 1,000 stores for holiday.
- **Promotional Environment**: Shorter promo windows in Sally, heavier BSG promotions for holiday. Shifting to emotional messaging (e.g., "save while you skip the salon").

Sally Beauty Holdings, Inc.(SBH)-20251113-2025 Q4 Earnings call transcript

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