HELE
Market read
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 18 directly disclosed connections are confirming.
Invalidation: The isolated read changes if HELE's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 18 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“In connection with the Amendment, we recognized a $0.9 million charge within “Interest expense” to write-off unamortized prepaid financing fees related to the revolver due to the reduced commitment and capitalized $1.0 million of lender and third-party fees d…”10-K · Apr 23, 2026 ↗
“94 Table of Contents During fiscal 2025, our Drybar business continued to experience a decline in net sales revenue due to lower consumer demand, increased competition, and net distribution declines, all of which contributed to reduced earnings and cash flows.”10-K · Apr 23, 2026 ↗
“Segment net sales revenue was favorably impacted by net foreign currency fluctuations of approximately $1.4 million, or 0.1%.”10-K · Apr 23, 2026 ↗
“The remaining 5.7 percentage point decrease in segment operating margin was primarily due to: • the net unfavorable impact of higher tariffs on our gross profit; • higher retail trade and promotional expense; • less favorable inventory obsolescence impact yea…”10-K · Apr 23, 2026 ↗
Valuation discipline
Price/sales 0.3× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for HELE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for HELE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Sales to our second largest customer, Walmart, Inc., including its worldwide affiliates, accounted for approximately 13%, 11% and 9% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively.”
“Sales to our third largest customer, Target Corporation, accounted for approximately 12%, 11% and 10% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively.”
Depended on by
“Primary competitors for the personal care product category within our HPC segment include Koninklijke Philips Electronics N.V.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 21 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
HELE is currently a Follower in the organic co-movement group Consumer Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for HELE; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.