Update shared on07 Aug 2025
With consensus forecasts for both revenue growth (1.3% per annum) and future P/E (7.85x) remaining unchanged, analysts have reaffirmed their fair value for Sally Beauty Holdings at $12.70.
What's in the News
- FY25 guidance updated: comparable sales now expected to be approximately flat; consolidated net sales to be around 75 bps lower than comp sales due to FX impacts and ~30 fewer stores.
- Buyback activity: repurchased 1.5 million shares (1.49%) for $13 million in Q2, totaling over 35 million shares (30.65% of shares) repurchased since 2017; buyback plan extended to September 2029.
- Board adopted amended and restated by-laws, enhancing procedural and disclosure requirements for stockholder nominations and proposals, clarifying board and meeting chair powers.
- Product expansion: over 1,400 nail products now offered, focusing on trend-driven innovation and a broad assortment for all consumer levels; notable launches with Nailboo and KISS.
- Asset impairment of $1.8 million recorded, related to the write-off of certain European tradenames.
Valuation Changes
Summary of Valuation Changes for Sally Beauty Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at $12.70.
- The Consensus Revenue Growth forecasts for Sally Beauty Holdings remained effectively unchanged, at 1.3% per annum.
- The Future P/E for Sally Beauty Holdings remained effectively unchanged, at 7.85x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.