Every 8-K that Sally Beauty Holdings, Inc. (SBH) 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 SBH 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 SBH filings page.
Sally Beauty Holdings reported third quarter fiscal 2026 results with consolidated net sales of $935 million, up 0.2% year over year, and consolidated comparable sales flat. Sally U.S. and Canada delivered 3.5% comparable sales growth, while global e-commerce revenue rose 11% to $110 million, representing 12% of net sales. GAAP gross margin expanded 90 basis points to 52.4%. GAAP operating earnings were $86 million and operating margin 9.2%. GAAP diluted EPS increased 25% to $0.55, and adjusted diluted EPS also were $0.55, up 8%.
Cash flow from operations was $81 million and free cash flow $62 million. The company ended the quarter with $173 million in cash, inventory of $996 million, and a net debt leverage ratio of 1.4x. Management repaid $20 million of term loan B debt and repurchased 1.9 million shares for $25 million. For fiscal 2026, Sally Beauty now expects consolidated net sales of $3.725–$3.733 billion, comparable sales of approximately 0.5%, adjusted operating earnings of $329–$335 million, adjusted diluted EPS of $2.04–$2.08, capital expenditures of about $100 million, and free cash flow of about $200 million.
Sally Beauty Holdings reported fiscal 2026 second-quarter net sales of $903.4 million, up 2.3% from a year ago, with consolidated comparable sales increasing 1.3%. Net earnings rose to $42.7 million, and diluted EPS increased to $0.43, helped by higher gross margin.
The company generated second-quarter operating cash flow of $73 million and Free Cash Flow of $44 million. It used cash to repay $20 million of term loan B debt and repurchase 1.7 million shares for $25 million, ending the quarter with a net debt leverage ratio of 1.5x and cash of $157 million.
Management reaffirmed most full-year fiscal 2026 guidance while narrowing the consolidated net sales outlook to $3.725 billion–$3.750 billion. For the third quarter, it projects net sales of $932 million–$942 million and adjusted diluted EPS of $0.52–$0.56, reflecting expectations for continued modest growth and stable profitability.
Sally Beauty Holdings announced a planned chief financial officer transition while reaffirming its previously issued guidance for the second quarter and full fiscal year 2026. Current CFO Marlo Cormier will remain through April 11, 2026 under a separation agreement and then leave to pursue other opportunities.
The Board appointed Adrianne Lee, formerly a senior finance leader at Bed Bath & Beyond and Hertz, as Senior Vice President and Chief Financial Officer effective April 28, 2026. During the transition gap, Chief Accounting Officer Kim McIntosh will serve as principal financial officer, providing continuity in the finance function.
Sally Beauty Holdings reported that board member Erin Nealy Cox resigned from its Board of Directors effective March 12, 2026. She is leaving as part of a transition to a new role at Walmart, Inc.. The company states there was no disagreement leading to her resignation.
Her board term had been scheduled to run until the company’s Annual Meeting of Stockholders to be held in 2027. Sally Beauty publicly thanked Nealy Cox for her service and leadership to the Board.
Sally Beauty Holdings reported first quarter fiscal 2026 net sales of $943.2 million, up 0.6% from a year earlier, with consolidated gross margin improving to 51.2%. GAAP net earnings were $45.6 million, down 25.3%, and diluted EPS was $0.45, down 22.4%.
On a non-GAAP basis, adjusted net earnings were $48.5 million and adjusted diluted EPS was $0.48. Adjusted EBITDA was $111.0 million, representing an 11.8% margin. Free cash flow reached $57.5 million, supported by $93.2 million of operating cash flow.
The company ended December 31, 2025 with $157 million in cash, inventory of $978.8 million, total assets of $2.85 billion and a net debt leverage ratio of 1.5x. Management reaffirmed most fiscal 2026 guidance and nudged full-year adjusted diluted EPS to $2.02–$2.10.
Sally Beauty Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders. There were 98,266,491 shares of common stock entitled to vote, and 89,239,188 shares were represented in person or by proxy, establishing a quorum.
Stockholders elected ten directors to serve until the 2027 annual meeting or until their successors are elected and qualified. Each nominee, including Board Chair Diana S. Ferguson and President and CEO Denise Paulonis, received substantially more votes "for" than "against," with additional broker non-votes reported.
On an advisory basis, stockholders approved the compensation of the company’s named executive officers, with 75,355,571 votes for, 9,292,917 against, and 238,768 abstentions, plus broker non-votes. Stockholders also ratified the appointment of KPMG LLP as the independent registered public accounting firm for the 2026 fiscal year, with 86,845,312 votes for, 2,383,449 against, and 10,427 abstentions.
Sally Beauty Holdings (SBH) furnished an 8-K announcing it issued a news release (Exhibit 99.1) with financial results for the fourth quarter ended September 30, 2025. The release also includes an update on strategy and business outlook.
The information under Items 2.02 and 7.01 is furnished, not filed, and is not incorporated into other Securities Act filings unless expressly stated.