Feed / SBH

Sally Beauty Holdings, Inc.

SBH

Consumer Cyclical · 15.96 +1.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Sally Beauty Holdings, Inc.'s current read is isolated; its market group is not confirming.

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 0 directly disclosed connections are confirming.

Company+1.1% todayVolume comparison unavailable
Market group0 of 11 activeBeauty and Wellness · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • SBH's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SBH's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Specialty Retail

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 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SBH's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements106
Verified relationships0
Evidence supporting the case
  • Operating margin changed +1.2 percentage points in the latest annual period.
  • Net margin changed +1.2 percentage points in the latest annual period.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
  • Restructuring and cost reductions has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Latest annual revenue changed -0.4% year over year.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

15.96
6m-1.5%12m+18.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$3.9B+10.3%$2.10-0.4%
2022-09-30$3.8B-1.5%$1.66-3.4%
2023-09-30$3.7B-2.3%$1.69-0.9%
2024-09-30$3.7B-0.3%$1.43-2.2%
2025-09-30$3.7B-0.4%$1.89-2.9%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
Short-term and Long-term Debt At March 31, 2026 , there were no outstanding borrowings under our ABL Facility, and we had $ 482.3 million available for borrowing, inclu ding under our Canadian sub-facility, subject to a borrowing base limitation, as reduced b…
10-Q · May 11, 2026
Foreign exchangenegative · 4 filings
The decrease in net sales for BSG was primarily driven by the following (in thousands): Comparable sales $ (1,870 ) Sales outside comparable sales (a) (932 ) Foreign currency exchange 1,495 Total $ (1,307 ) (a) Includes closed stores, net of stores opened for…
10-Q · May 11, 2026
Macroeconomic conditionspositive · 4 filings
The increase in comparable sales was primarily driven by strong growth in hair color and digital marketplaces, partially offset by external factors that impacted consumer spending, including the U.S.
10-Q · May 11, 2026
Restructuring and cost reductionsmixed · 3 filings
The increase as a percentage of sales was primarily due to higher labor and other compensation-related expenses, higher commission costs from digital marketplaces, and higher rent and advertising expenses, partially offset by leveraging as a result of higher…
10-Q · May 11, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

15.96+1.1% today

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

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SBH. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

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

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SBH. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SBH

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SBH is currently a Follower in the organic co-movement group Beauty and Wellness. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for SBH; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.