Description

Helen of Troy’s $1.759–$1.831 Billion Outlook: Is The Recovery Durable?

Helen of Troy Limited reported an encouraging start to fiscal year 2027, with consolidated net sales increasing 8.2% year-over-year, surpassing internal expectations. Growth was broad-based across both major segments: Home & Outdoor sales rose 9.5%, led by brands such as Osprey—driven by international distribution and e-commerce momentum—OXO, which benefited from tariff normalization and expanded retail presence, and Hydro Flask, which showed progress in retail channels and inventory optimization. The Beauty & Wellness segment’s sales grew 7%, bolstered notably by the Wellness portfolio (Braun, Vicks, Honeywell, PUR) and Olive & June’s innovation and consumer engagement, although some core beauty brands faced ongoing point-of-sale softness and sensitivity to pricing. Gross profit margin contracted by 110 basis points to 46%, reflecting negative impacts from tariffs, inventory obsolescence, and an unfavorable customer mix within Home & Outdoor.