Every 8-K that Helen Of Troy Ltd (HELE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HELE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HELE filings page.
HELEN OF TROY LTD (HELE) reports results of its August 25, 2026 annual general meeting. Shareholders approved an amendment to the Helen of Troy Limited 2025 Stock Incentive Plan authorizing an additional 965,000 common shares for awards under the plan, subject to the plan’s share counting rules.
All nine director nominees were elected to the Board, each to serve until the next annual general meeting of shareholders. On a non-binding advisory basis, shareholders approved the compensation of the company’s named executive officers. Shareholders also approved Amendment No. 1 to the 2025 Stock Plan and ratified the appointment of Grant Thornton LLP as auditor and independent registered public accounting firm, including authorizing the Audit Committee to set the auditor’s remuneration.
Helen of Troy Limited reported first quarter fiscal 2027 net sales of $402.1 million, up 8.2% from $371.7 million a year earlier, with growth in both Home & Outdoor and Beauty & Wellness. GAAP diluted EPS was $1.51, helped by an after-tax gain of $1.74 per share from the sale of a distribution facility.
Excluding this gain and other items, adjusted diluted EPS was $0.17, down from $0.41, mainly due to higher adjusted income tax expense. Adjusted operating margin slipped to 4.0% from 4.3% as tariffs, inventory obsolescence and mix weighed on profitability, partly offset by lower freight and better operating leverage.
Management updated its fiscal 2027 outlook, raising consolidated net sales guidance to $1.759–$1.831 billion while maintaining GAAP diluted EPS of $3.57–$4.18 and adjusted EPS of $3.25–$3.75. The company still expects GAAP net income of $85–$100 million, adjusted EBITDA of $190–$197 million, operating cash flow of $119–$130 million, and free cash flow of $85–$100 million.
Helen of Troy Limited furnished an update under Regulation FD to announce the release of its fiscal year 2026 Sustainability Report. The report is available on the company’s website at www.helenoftroy.com/sustainability. The information is furnished, not filed, so it is not incorporated into other securities law filings unless specifically referenced.
Helen of Troy Limited reported that its Board of Directors approved and adopted the Amended and Restated Annual Incentive Plan. The plan is designed to reward participating employees with bonus incentives tied to Company performance, supporting the success of the Company and its subsidiaries.
The amendments remove outdated references to Section 162(m) of the Internal Revenue Code, align administrative provisions with the Company’s 2025 Stock Incentive Plan, and clarify what authority the Board or Compensation Committee may delegate to Company officers for setting annual incentive opportunities and granting awards to employees other than Named Executive Officers.
Helen of Troy Limited reported weaker results for the fourth quarter and fiscal 2026, driven by large non-cash impairment charges and softer demand in key categories. Fourth-quarter net sales were $470.0 million, down 3.3%, with a GAAP diluted loss per share of $2.41 versus earnings of $2.22 a year ago and adjusted diluted EPS of $0.83 versus $2.33. Operating cash flow improved to $111.3 million, with free cash flow of $103.1 million.
For fiscal 2026, net sales were $1.786 billion versus $1.908 billion, and the Company recorded a GAAP net loss of $898.982 million, or $(39.08) per share, largely due to $885.861 million of non-cash asset impairment charges. On a non-GAAP basis, adjusted diluted EPS was $3.55, down from $7.17, and adjusted EBITDA margin declined to 10.4% from 15.2%. Operating cash flow rose to $171.1 million and free cash flow to $131.9 million, while total debt fell to $780.8 million from $916.9 million.
The Company completed the $82.0 million sale of its Southaven, Mississippi distribution facility in April 2026, recognizing a $54.9 million gain and using proceeds to repay borrowings. For fiscal 2027, Helen of Troy projects consolidated net sales of $1.751–$1.822 billion, GAAP diluted EPS of $3.57–$4.18, adjusted diluted EPS of $3.25–$3.75, adjusted EBITDA of $190–$197 million, and free cash flow of $85–$100 million, assuming stable tariffs, commodity costs, and illness incidence, and targeting a net leverage ratio of approximately 3.2x or lower.
Helen of Troy Limited furnished an update on its business by issuing a press release with results for the third quarter of fiscal 2026. The company is providing this press release as an exhibit to this report and also making it available on its investor relations website.
The company includes forward-looking statements about future sales, expenses, earnings per share and operating results, and cautions that actual outcomes may differ due to a wide range of business, economic, operational, cybersecurity, regulatory, tax, and supply chain risks described in its prior annual report and other filings. The press release also uses certain non-GAAP financial measures and provides reconciliations to the most comparable GAAP figures, while noting that these adjusted metrics have limitations and should not be viewed as a substitute for GAAP results.
Helen of Troy Limited entered into a First Amendment to its existing Credit Agreement with Bank of America and other lenders. The amendment reduces the revolving credit facility commitment from $1.0 billion to $750.0 million and adjusts interest rate pricing for higher leverage levels, so that when the Net Leverage Ratio is at or above 4.00 to 1.00, borrowings bear floating interest at the Base Rate plus a 1.375% margin or Term SOFR plus a 2.375% margin, with an additional 0.10% credit spread for Term SOFR.
The amendment also revises key financial covenants. The interest coverage test now uses a Consolidated EBITDA measure in the numerator, and the maximum permitted Leverage Ratio steps down over time, from 4.50 to 1.00 through August 31, 2026 to 3.50 to 1.00 from August 31, 2027 onward. Subject to conditions for a Qualified Acquisition, the borrower may elect a Leverage Holiday after August 31, 2027. Certain investment and indebtedness baskets are reduced until August 31, 2027, while customary events of default remain in place.
Helen of Troy Limited appointed its Chief Executive Officer, G. Scott Uzzell, to the Company’s Board of Directors effective November 4, 2025. He will serve as a director until the next annual general meeting of shareholders or until a successor is elected or appointed.
The Board does not plan to assign Mr. Uzzell to any Board committee, and he will not receive compensation for his Board service. The Board intends to nominate him for election at the next annual meeting. The Company states there are no arrangements or understandings tied to his appointment, no family relationships with current directors or officers, and no related person transactions under Item 404(a) of Regulation S‑K.
Helen of Troy Limited reported that Chief Legal Officer and Secretary Tessa N. Judge has notified the company of her voluntary resignation, effective November 28, 2025. The company stated the decision was personal to pursue another professional opportunity and was not due to any disagreement with the company.
Ms. Judge will continue in her role through the effective date to support a smooth transition, and the company expressed appreciation for her contributions and leadership.
Helen of Troy Limited filed a Form 8-K to furnish a press release announcing its results for the second quarter of fiscal 2026. The release, dated October 9, 2025 and attached as Exhibit 99.1, is also available on the company’s investor relations website.
The company highlights that the release includes non-GAAP financial measures, with reconciliations to GAAP figures provided in tables. It also emphasizes extensive forward-looking statements language, referencing numerous business, operational, macroeconomic, tax, cybersecurity, supply chain, and regulatory risks described in its Form 10-K and other SEC filings.
Helen of Troy Limited reported the results of its annual shareholder meeting held on August 20, 2025. Shareholders approved the new 2025 Stock Incentive Plan, which will govern future equity-based compensation for eligible participants. They also cast an advisory vote in favor of the compensation of the company’s named executive officers.
All eight director nominees, including Timothy F. Meeker and the other listed candidates, were elected to serve until the next annual general meeting, each receiving substantial support based on the reported vote totals. Shareholders additionally ratified the appointment of Grant Thornton LLP as auditor and independent registered public accounting firm and authorized the Audit Committee to set the auditor’s remuneration.
Helen of Troy Limited appointed Scott Uzzell as its new Chief Executive Officer, effective September 1, 2025. He brings over 30 years of consumer products leadership experience from roles at Nike, Converse, The Coca-Cola Company and other organizations, and will also receive an indemnification agreement similar to other executive officers.
Under his employment agreement, Mr. Uzzell will receive a $1,100,000 annual base salary and be eligible for an annual cash bonus for fiscal 2026 targeted at 125% of base salary, up to a maximum of 200%, based on performance under the company’s incentive plan. Beginning with the fiscal year starting March 1, 2026, he will be eligible for long-term equity incentives with a targeted annual grant value up to $4,500,000, split between time-vested and performance-based restricted stock awards.
As a sign-on package, he will receive a $500,000 cash award, subject to pro rata repayment if he leaves within 12 months for certain reasons, and restricted stock awards valued at $3,250,000, including $1,000,000 in time-vested and $2,250,000 in performance-based shares tied to a three-year share price growth goal. The agreement also details severance and equity vesting protections if he is terminated under specified conditions, including enhanced benefits in connection with a change of control. Interim CEO Brian Grass will return to his Chief Financial Officer role when Mr. Uzzell starts, and interim CFO Tracy Scheuerman will move to an advisory position until November 2, 2025.