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Sally Beauty Holdings director Erin Nealy Cox increased her direct equity stake through equity compensation activity. On April 21, 2026, she exercised restricted stock units that converted into 50,505 shares of Common Stock, classified in the filing as an exercise or conversion of derivative securities.
Following these transactions, Cox directly owned 55,969 shares of Sally Beauty Common Stock. The Form 4 shows only acquisitions via derivative exercises and no open‑market sales, indicating routine compensation-related equity vesting rather than discretionary buying or selling.
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 Inc: The Vanguard Group filed an amended Schedule 13G/A reporting 0 shares beneficially owned and 0% of the common stock following an internal realignment. The filing states that, in accordance with SEC Release No. 34-39538 (January 12, 1998), certain Vanguard subsidiaries will report ownership separately after the realignment.
The filing is signed by Ashley Grim, Head of Global Fund Administration, and reflects the firm’s disaggregation of previously aggregated holdings.
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.
Schroder Investment Management Group filed an amended Schedule 13G reporting a significant passive stake in Sally Beauty Holdings, Inc. As of December 31, 2025, Schroders beneficially owned 8,442,182 shares, representing 8.6% of the common stock.
The group reports sole power to vote and dispose of all 8,442,182 shares and no shared voting or dispositive power. Subsidiaries including Schroder Investment Management Limited, Schroder & Co. Limited, and Schroder Investment Management North America Limited report sub‑allocations of this total. Schroders certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Sally Beauty.
Sally Beauty Holdings reported modest sales growth but lower profit for the quarter ended December 31, 2025. Net sales rose 0.6% to $943.2 million, with consolidated comparable sales flat. Foreign currency added $8.5 million to revenue.
Gross profit increased to $483.3 million and gross margin improved 40 bps to 51.2%, helped by higher product margins from the Fuel for Growth initiative. However, operating earnings fell 24.3% to $75.9 million, and net earnings declined 25.3% to $45.6 million, or $0.45 diluted EPS, partly due to a prior-year headquarters sale gain.
Cash flow strengthened, with cash provided by operating activities rising to $93.2 million from $33.5 million. The company ended the quarter with $639.6 million of liquidity, including $157.2 million in cash and no ABL borrowings, and outstanding debt of $855.0 million. Sally Beauty repurchased 1.4 million shares for $20.7 million, leaving $446.6 million authorized under its buyback program.
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 director Max R. Rangel received a new equity award in the form of restricted stock units. On 1/22/2026, he was granted 9,975 RSUs at a stated price of $0 per unit, meaning there was no cash paid for the award. Each RSU represents the right to receive one share of SBH common stock.
All 9,975 RSUs will vest on the earlier of 1/22/2027 or the date of Sally Beauty Holdings’ next annual meeting of stockholders, so the award is subject to continued service through that time. Following this grant, Rangel beneficially holds 9,975 derivative securities directly in the form of these RSUs, with settlement in common stock upon vesting.
Sally Beauty Holdings director Debra Golding Perelman received a new equity grant in the form of restricted stock units. On 01/22/2026, she was awarded 9,975 restricted stock units at a price of $0 per unit, reported as a derivative security. These units convert into Sally Beauty common stock on a one-for-one basis.
All 9,975 restricted stock units will vest in full on the earlier of January 22, 2027 or the date of the company’s next annual meeting of stockholders. Following this grant, Perelman beneficially owns 9,975 derivative securities directly in the form of these restricted stock units, reflecting routine director equity compensation.
Sally Beauty Holdings director Erin Nealy Cox received a new equity award in the form of restricted stock units (RSUs). On January 22, 2026, she was granted 9,975 RSUs at a price of $0 per unit, reported as a derivative security.
The RSUs convert into Sally Beauty common stock on a one-for-one basis, meaning each unit represents one share when settled. According to the disclosure, 100% of the RSUs vest when her service as a director ends. After this grant, she beneficially owns 9,975 derivative securities directly.