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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Helen of Troy
Helen of Troy (HELE) investor relations material
Helen of Troy Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary8 Jan, 2026
Executive summary
Q3 FY2026 net sales declined 3.4% year-over-year to $512.8 million, with growth in Osprey, OXO, and Olive & June, and a 21% increase in organic DTC revenue.
Olive & June exceeded expectations, contributing $37.7 million in quarterly sales and positively impacting segment performance.
Net loss was $84.1 million for the quarter, primarily due to $65.9 million in non-cash asset impairment charges and higher tax expense.
Adjusted operating income and EPS declined sharply year-over-year, reflecting lower sales, higher tariffs, and increased costs.
Leadership is prioritizing operational efficiency, innovation, and a shift from cost-cutting to revenue growth.
Financial highlights
Q3 FY2026 net sales were $512.8 million, down 3.4% year-over-year; gross margin decreased to 46.9% from 48.9%.
Adjusted operating margin fell to 12.9% (down 370 bps); adjusted EBITDA margin was 14.7% (down 350 bps); adjusted EPS was $1.71, down from $2.67.
Net cash from operating activities for Q3 was $11.9 million; nine-month free cash flow was $28.8 million, down from $56.1 million.
Inventory increased to $505.3 million, including $35 million in higher tariff costs.
Total debt rose to $892.4 million, with $325 million in revolver availability.
Outlook and guidance
FY2026 net sales expected between $1.758 billion and $1.773 billion, down 7.1–7.8% year-over-year; Home & Outdoor $812–$819 million, Beauty & Wellness $946–$954 million.
Adjusted EPS guidance is $3.25–$3.75; GAAP diluted loss per share forecasted at $(36.07) to $(35.57).
Full-year GAAP SG&A ratio expected at 38%–40%; adjusted effective tax rate at 13.4%–14.7%.
Inventory projected at $475–$490 million at year-end, including $39 million in incremental tariff costs.
Margin pressure and revenue softness expected to persist due to tariffs, promotional environment, and delayed pricing realization.
Update on tariff mitigation efforts?
How do new credit terms affect capital plans?
Impact of revised illness season outlook on Wellness?
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Next Helen of Troy earnings date
28th Annual ICR Conference 202613 Jan, 2026
Helen of Troy
Next Helen of Troy earnings date
28th Annual ICR Conference 202613 Jan, 2026
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Frequently asked questions
Helen of Troy Limited is a consumer products company that designs, develops, and markets branded housewares, health and wellness, and beauty products. Its portfolio includes appliances, cookware, personal care devices, and grooming tools sold through retail, e-commerce, and professional channels. The company operates globally under several well-known brand names. Helen of Troy Limited is headquartered in Hamilton, Bermuda, and its shares are listed on the NASDAQ.
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