Description

Helen of Troy Limited Is Leveraging Brand Leaders Like OXO & Osprey — A Durable Advantage in a Tough Market?

Helen of Troy Limited described a business that is still working through a transition, but with several near term actions intended to improve execution and reliability. Leadership emphasized a consumer centric operating model, fewer and higher impact initiatives, and organizational simplification to accelerate decision making, while also reviewing the portfolio without committing to specific divestitures at this stage. Management also framed fiscal 2026 as containing meaningful transitory impacts to revenue and expense, with an expectation that some of these pressures ease in the second half and into fiscal 2027, though no fiscal 2027 guidance was provided. From an operating standpoint, the discussion highlighted work to improve go to market alignment and operating effectiveness, including tighter accountability within divisions and progress in distribution performance and direct to consumer experience, while acknowledging that further improvement is still needed.