Every material Form 8-K Sally Beauty Holdings filed with the SEC in 2026, 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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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