Every material Form 8-K Sally Beauty Holdings has filed with the SEC since February 27, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Sally Beauty Holdings reported third-quarter fiscal 2026 results for the quarter ended June 30, 2026, with net sales up 0.2% to $935 million and consolidated comparable sales flat. GAAP diluted EPS rose 25% to $0.55, while adjusted diluted EPS rose 8% to $0.55, and the company narrowed its full-year outlook within its prior ranges. Shareholders are seeing modest top-line growth and higher per-share earnings, but the company's nine-month net earnings declined 2.5%.
Q3 net sales of $935 million, up 0.2%; consolidated comparable sales flat; global e-commerce sales up 11% to $110 million
Q3 GAAP diluted EPS of $0.55, up 25% from $0.44; adjusted diluted EPS of $0.55, up 8% from $0.51
Full-year fiscal 2026 adjusted diluted EPS narrowed to $2.04 to $2.08 from $2.02 to $2.10; net sales outlook narrowed to $3.725 billion to $3.733 billion from $3.725 billion to $3.750 billion
Q3 free cash flow of $62 million; repaid $20 million of term loan B and repurchased 1.9 million shares for $25 million
Sally Beauty Holdings reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales of $903 million, up 2.3%, and GAAP diluted EPS of $0.43, up 13%. The company narrowed its fiscal 2026 net sales guidance to $3.725 billion to $3.750 billion from $3.71 billion to $3.77 billion and kept its other full-year metrics unchanged.
Q2 net sales of $903 million, up 2.3%; consolidated comparable sales rose 1.3%
GAAP diluted EPS of $0.43 versus $0.38 a year earlier; adjusted diluted EPS of $0.44, up 5%
Fiscal 2026 net sales guidance narrowed to $3.725 billion to $3.750 billion; adjusted operating earnings of $328 million to $342 million and adjusted diluted EPS of $2.02 to $2.10 unchanged
Q2 free cash flow of $44 million; $25 million spent on share repurchases and $20 million on term loan repayment
Sally Beauty's CFO Marlo Cormier is leaving the company effective April 11, 2026, to pursue other opportunities, and the Board has named Adrianne Lee, formerly President and CFO of Bed Bath & Beyond, as CFO effective April 28, 2026. Chief Accounting Officer Kim McIntosh will serve as principal financial officer in the interim. The company also reaffirmed its second quarter and fiscal year 2026 guidance, which signals no change to its outlook.
Marlo Cormier's resignation is effective April 11, 2026; the filing says it was not the result of any disagreement with the company.
Cormier's separation package includes a gross payment of $881,250 (15 months' salary) and 15 months of COBRA health subsidy.
Adrianne Lee's base salary is $725,000, with a 75% target bonus and a $1,850,000 supplemental equity grant for fiscal year 2026.
The company reaffirmed its guidance for the second quarter and fiscal year 2026, previously provided on February 9, 2026.
Sally Beauty Holdings disclosed that director Erin Nealy Cox resigned from its Board of Directors effective immediately, as part of a transition to her new role at Walmart, Inc. The company said there was no disagreement that led to her decision to resign.
Resignation notified to the Board on March 12, 2026, effective immediately
Company states no disagreement with Ms. Nealy Cox led to the resignation
Her term was set to expire at the 2027 Annual Meeting of Stockholders
Sally Beauty Holdings reported first-quarter fiscal 2026 results for the period ended December 31, 2025, with net sales up 0.6% to $943 million and comparable sales flat. GAAP diluted EPS fell 22% to $0.45, while adjusted diluted EPS rose 12% to $0.48, and the company raised the low end of its full-year adjusted diluted EPS guidance to $2.02 from $2.00.
Net sales of $943 million, up 0.6%; consolidated comparable sales flat
GAAP diluted EPS of $0.45, down 22%; adjusted diluted EPS of $0.48, up 12%
GAAP operating earnings of $76 million, down 24.3%; adjusted operating earnings of $80 million
FY2026 adjusted diluted EPS guidance now $2.02 to $2.10 (previously $2.00 to $2.10); other full-year guidance unchanged
Sally Beauty Holdings reported fourth-quarter fiscal 2025 net sales of $947.1 million, up 1.3%, and adjusted diluted EPS of $0.55, up 10%. For the full year, net sales fell 0.4% to $3.70 billion while adjusted diluted EPS rose 12% to $1.90, and the company gave fiscal 2026 guidance of $2.00 to $2.10 adjusted diluted EPS.
Q4 net sales of $947.1 million, up 1.3%; GAAP diluted EPS of $0.49, up 6.5%; adjusted diluted EPS of $0.55, up 10%
Full-year net sales of $3.70 billion, down 0.4%; GAAP diluted EPS of $1.89, up 32%; adjusted diluted EPS of $1.90, up 12%
Fiscal 2026 guidance: net sales of $3.71 billion to $3.77 billion and adjusted diluted EPS of $2.00 to $2.10
Long-term targets through fiscal 2028 include adjusted diluted EPS growth of 10% or more annually
Sally Beauty reported fiscal third-quarter results for the quarter ended June 30, 2025, with net sales of $933.3 million, down 1.0% from a year earlier, while GAAP diluted earnings per share rose 22% to $0.44. The company raised its full-year adjusted operating margin guidance to 8.6% to 8.7% from 8.0% to 8.5%, and its comparable sales outlook moved to approximately flat from flat to down 1%, so profit improved on slightly weaker sales.
Net sales of $933.3 million, down 1.0%; comparable sales decreased 0.4%
GAAP diluted EPS of $0.44 vs. $0.36 a year earlier; adjusted diluted EPS of $0.51 vs. $0.45
Full-year adjusted operating margin guidance raised to 8.6% to 8.7% from 8.0% to 8.5%
Full-year comparable sales outlook now approximately flat, previously flat to down 1%
Sally Beauty Holdings appointed Max Rangel to its Board of Directors, effective June 18, 2025, after the Board elected him on June 12, 2025. Rangel was also named to the Nominating, Governance and Corporate Responsibility Committee and the Compensation and Talent Committee, and the Board now has ten directors, nine of them independent. The filing reports no financial results and no change to executive pay, so the event is a board composition change.
Board elected Max Rangel on June 12, 2025; announced June 18, 2025
Rangel is Global President and CEO of Spin Master Corporation and previously held roles at Procter & Gamble, The Hershey Company and S.C. Johnson & Son
Rangel joins the Nominating, Governance and Corporate Responsibility Committee and the Compensation and Talent Committee
Board now comprises ten directors, nine of whom are independent
Sally Beauty reported fiscal second-quarter results for the period ended March 31, 2025, with net sales down 2.8% to $883.1 million and comparable sales down 1.3%. GAAP diluted EPS rose to $0.38 from $0.27, and adjusted diluted EPS rose 20% to $0.42, while the company updated its full-year fiscal 2025 guidance and extended its share repurchase program to September 30, 2029.
Net sales of $883.1 million, down 2.8%; comparable sales down 1.3%, which the company attributed to weather, an unusually harsh flu season and macro uncertainty
GAAP diluted EPS of $0.38 versus $0.27 a year earlier; adjusted diluted EPS of $0.42 versus $0.35, a 20% increase
Full-year fiscal 2025 guidance: comparable sales flat to down 1%; adjusted operating margin of 8.0% to 8.5%
Board approved extending the share repurchase program to September 30, 2029, with $501.1 million remaining under the authorization
Sally Beauty Holdings reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024. Net sales rose 0.7% to $938 million and GAAP diluted earnings per share were $0.58, up from $0.35, though the GAAP figure includes a gain from the planned sale of the corporate headquarters. The company kept its full-year comparable sales and adjusted operating margin guidance but lowered its full-year net sales outlook because of unfavorable foreign exchange rates.
Net sales of $937.9 million, up 0.7%; comparable sales up 1.6%
GAAP diluted EPS of $0.58 vs. $0.35 a year earlier; adjusted diluted EPS of $0.43 vs. $0.39
Full-year net sales now expected about 100 basis points below comparable sales, due to foreign exchange
Second-quarter adjusted operating margin guided to 8.0% to 8.3%
Sally Beauty Holdings and its subsidiaries signed a Fifth Amendment to their Amended and Restated Credit Agreement on December 11, 2024. The amendment extends the ABL Facility's maturity from May 11, 2026 to December 11, 2029 and modifies certain covenant and reporting terms. The filing does not state a borrowing amount, and it describes the extension as a change to the terms of an existing facility rather than a new source of funds.
Maturity extended from May 11, 2026 to December 11, 2029
Facility remains secured by first-priority lien on accounts and inventory of the Company and domestic subsidiaries
Remaining assets of the Company and domestic subsidiaries secure the facility at second priority
Agreement signed by Sally Holdings LLC, Beauty Systems Group, LLC, Sally Beauty Supply, LLC, and Beauty Systems Group (Canada), Inc. with Bank of America, N.A. as administrative agent
Sally Beauty Holdings reported fourth-quarter fiscal 2024 results for the period ended September 30, 2024, with net sales up 1.5% and GAAP diluted earnings per share of $0.46, compared with $0.39 a year earlier. For the full fiscal year, net sales fell 0.3% and GAAP diluted EPS dropped to $1.43 from $1.69, and the company issued fiscal 2025 guidance calling for flat to 2% growth in net sales and an adjusted operating margin of 8.5% to 9.0%.
Q4 fiscal 2024 GAAP diluted EPS was $0.46 vs $0.39 a year earlier; adjusted diluted EPS was $0.50 vs $0.42
Full-year fiscal 2024 net sales were $3.72 billion, down 0.3%; GAAP diluted EPS was $1.43 vs $1.69
Fiscal 2025 guidance: net sales and comparable sales flat to up 2%; full-year adjusted operating margin 8.5% to 9.0%
Q4 cash flow from operations of $111 million was used to repay the remaining $45 million ABL balance and fund $10 million in share repurchases
Sally Beauty Holdings reported third-quarter fiscal 2024 net sales of $942.3 million, up 1.2%, with comparable sales up 1.5%. GAAP diluted earnings per share fell 21.7% to $0.36 from $0.46 a year earlier, as operating earnings declined to $71.8 million from $90.1 million. The company maintained its full-year fiscal 2024 guidance.
Q3 net sales were $942.3 million, up 1.2%; comparable sales rose 1.5%.
GAAP diluted EPS was $0.36 versus $0.46 a year earlier; adjusted diluted EPS was $0.45 versus $0.49.
GAAP operating earnings were $71.8 million, with a 7.6% operating margin, versus $90.1 million and 9.7% a year earlier.
Full-year fiscal 2024 guidance was maintained, including net sales and comparable sales approximately flat and operating cash flow of approximately $240 million.
Sally Beauty Holdings reported fiscal second-quarter 2024 net sales of $908.4 million, down 1.1% from the prior year, with GAAP diluted earnings per share of $0.27 versus $0.37. The company updated its fiscal 2024 outlook, now expecting an adjusted operating margin of about 8.5%, and said it expects net sales and comparable sales to be roughly flat.
Q2 net sales were $908.4 million, down 1.1%; comparable sales fell 1.5%.
GAAP diluted EPS was $0.27 versus $0.37 a year earlier; adjusted diluted EPS was $0.35 versus $0.41.
Fiscal 2024 guidance: gross margin of 50.5% to 51.0%, adjusted operating margin about 8.5%, operating cash flow about $240 million.
The company issued a $600 million note due 2032 at a 6.75% coupon to refinance its $680 million note due 2025.
Subsidiaries Sally Holdings LLC and Sally Capital Inc. completed a $600 million offering of 6.75% senior notes maturing March 1, 2032. Proceeds, along with credit facility borrowings and cash on hand, will fund redemption of all $679.96 million of the 5.625% senior notes due 2025 at par plus accrued interest. The refinancing replaces higher-coupon debt with new notes that carry a 2032 maturity, but the filing does not state the resulting interest savings.
Issuers sold $600 million of 6.75% Senior Notes due March 1, 2032, with interest payable semiannually from September 1, 2024
Proceeds plus credit facility borrowings and cash on hand will redeem all $679.96 million of 5.625% senior notes due 2025 at 100% of principal
Holdings may redeem the new notes from March 1, 2027 at 103.375% of principal, declining to 100% by March 1, 2029
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