Latest news with #SBH
Washington Post
12-05-2025
- Business
- Washington Post
Sally Beauty: Fiscal Q2 Earnings Snapshot
DENTON, Texas — DENTON, Texas — Sally Beauty Holdings Inc. (SBH) on Monday reported fiscal second-quarter earnings of $39.2 million. The Denton, Texas-based company said it had net income of 38 cents per share. Earnings, adjusted for non-recurring costs and asset impairment costs, came to 42 cents per share. The results exceeded Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 39 cents per share.
Yahoo
17-03-2025
- Business
- Yahoo
Sally Beauty Holdings, Inc. (SBH): A Bull Case Theory
We came across a bullish thesis on Sally Beauty Holdings, Inc. (SBH) on Substack by Christopher Kirincic. In this article, we will summarize the bulls' thesis on SBH. Sally Beauty Holdings, Inc. (SBH)'s share was trading at $9.12 as of March 14th. SBH's trailing and forward P/E were 5.49 and 5.18 respectively according to Yahoo Finance. A close-up of a customer's hands selecting beauty products from an online retailer. Sally Beauty (SBH) is a consistently profitable company that has faced significant market volatility despite its strong fundamentals. The company operates as a specialty retailer and distributor of professional beauty supplies, leveraging a well-established distribution network and brand identity to serve both salon professionals and retail consumers. Despite its ability to generate steady cash flow and return capital to shareholders, SBH remains undervalued, trading near historic lows. This disconnect between its financial strength and market valuation presents an attractive risk-reward opportunity for investors. Over the years, SBH has shifted its focus toward higher-margin e-commerce sales and product innovation rather than aggressive store expansion. The company is adapting to changing consumer behavior by expanding its digital presence through partnerships with Amazon, Walmart, and Instacart, while also rolling out services like Licensed Colorist OnDemand, which personalizes at-home hair coloring. These strategic moves are reducing reliance on physical locations while maintaining strong brand recognition in the beauty industry. However, the market continues to discount the company heavily, primarily due to investor skepticism surrounding its brick-and-mortar-heavy business model. While SBH's revenue growth appears modest, with a recent year-over-year increase of just 0.7%, the real story lies in margin expansion. The company's operating margin has improved significantly, rising 330 basis points to 10.7%, indicating that cost-cutting initiatives and strategic efficiencies are driving profitability. The focus on disciplined pricing, improved inventory management, and digital transformation is strengthening SBH's financial health, even as revenue growth remains slow. Despite these improvements, the stock trades at a mere 6x earnings, well below historical averages, suggesting that investors are pricing SBH as a declining business rather than a stable cash generator. Investor sentiment remains overly pessimistic, failing to account for the company's resilience and ability to adapt. SBH has weathered downturns before, consistently generating cash flow and repurchasing shares at discounted levels. The ongoing shift away from store expansion allows for better capital allocation, increasing buybacks and reinvesting in digital growth. This creates a significant opportunity for value investors, as the company's fundamentals remain strong while its stock price lags behind intrinsic value. Historically, SBH has provided multiple opportunities for long-term shareholders to sell at attractive valuations, and the current discount represents another such moment. Looking ahead, SBH is well-positioned to improve profitability through its established supply chain, e-commerce expansion, and disciplined capital deployment. Over the next five years, key financial metrics are expected to rise, with cash flow projected to grow by 50% and earnings by 80%. With a focus on product innovation and customer acquisition, the company can continue to enhance margins and drive shareholder value. Even under conservative earnings projections, the current valuation offers a compelling entry point, with potential upside of 47% to 89% over the next 1-2 years. For investors, this presents a rare "best-buy" setup—an established, cash-generating business with clear catalysts for revaluation, trading at an unjustified discount. Sally Beauty Holdings, Inc. (SBH) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held SBH at the end of the fourth quarter which was 28 in the previous quarter. While we acknowledge the risk and potential of SBH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than SBH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Khaleej Times
27-02-2025
- Business
- Khaleej Times
ACET (ACT) signs MoU with Saif Belhasa Holding to pave way for blockchain-powered finance in the UAE
ACET (ACT), a leading global blockchain-driven digital asset, has signed a significant Memorandum of Understanding (MoU) with Saif Belhasa Holding (SBH), one of the most influential business conglomerates in the Middle East and UAE. This collaboration is set to transform the region's digital economy by integrating ACET (ACT) into various industries within the SBH ecosystem. The agreement marks a new era for both companies, bringing ACET (ACT) into a diverse range of sectors, including real estate, automotive, retail, hospitality, and finance. SBH, led by Dr Saif Ahmad Belhasa, is a powerhouse with a valuation of over $5 billion and a portfolio of over 50 subsidiaries across key industries. Strategic Partnership with Multi-Billion-Dollar Impact The MOU outlines a three-year roadmap to integrate ACET (ACT) as a key financial instrument within SBH's operations, with specific focus on the following areas: Real Estate: ACET (ACT) will enable luxury real estate transactions, with plans for NFT-based property tokenisation for fractional ownership. Automotive: SBH's luxury dealerships will accept ACET (ACT) for vehicle purchases and leases, complemented by crypto-backed financing options. Retail & Hospitality: Token holders will be able to use ACET (ACT) in SBH-affiliated malls, restaurants, hotels, and other businesses, unlocking exclusive VIP perks and discounts. Financial Services: ACET (ACT) will be used in blockchain-powered financial products, such as staking, lending, and investment funds aimed at institutional investors and family offices. Smart Contracts & AI Integration: The cryptocurrency will be embedded within SBH's financial infrastructure, enabling seamless transactions and automated business processes. Institutional Expansion & Government Collaboration: The partnership aims to align with UAE's financial regulations and work with authorities like Dubai's Virtual Asset Regulatory Authority (VARA) and the Abu Dhabi Global Market (ADGM). Statements from Industry Leaders Acme Worawat, founder of ACET (ACT), highlighted the global significance of this deal: "By integrating ACET (ACT) into SBH's vast network, we are taking a giant step toward mainstream crypto adoption. The Middle East is poised to become a hub for blockchain-powered financial solutions, and this partnership positions ACET (ACT) at the forefront of that transformation." Dr Saif Ahmad Belhasa, chairman and founder of SBH, said: "This partnership with ACET (ACT) is a bold leap forward into blockchain finance. We are excited to integrate this cutting-edge digital asset into our business operations, positioning SBH as a leader in digital payments and contributing to the growth of the UAE's blockchain ecosystem."
Washington Post
13-02-2025
- Business
- Washington Post
Sally Beauty: Fiscal Q1 Earnings Snapshot
DENTON, Texas — DENTON, Texas — Sally Beauty Holdings Inc. (SBH) on Thursday reported fiscal first-quarter earnings of $61 million. The Denton, Texas-based company said it had profit of 58 cents per share. Earnings, adjusted for non-recurring gains, came to 43 cents per share. The results met Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was also for earnings of 43 cents per share. The beauty products seller posted revenue of $937.9 million in the period, falling short of Street forecasts. Four analysts surveyed by Zacks expected $941.4 million. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on SBH at
