Mar 31, 2024

Sally Beauty Q2 2024 Earnings Report

Reported second quarter fiscal 2024 results.

Key Takeaways

Sally Beauty Holdings reported a decrease in consolidated net sales by 1.1% to $908.4 million compared to the prior year. GAAP diluted net earnings per share were $0.27, and adjusted diluted net earnings per share were $0.35. The company generated $37 million in cash flow from operations and executed $20 million in share repurchases.

Consolidated net sales decreased by 1.1% to $908 million.

GAAP operating earnings were $60 million, with a margin of 6.6%.

GAAP diluted net earnings per share reached $0.27, while adjusted diluted net earnings per share were $0.35.

Cash flow from operations totaled $37 million.

Total Revenue
$908M
Previous year: $919M
-1.1%
EPS
$0.35
Previous year: $0.41
-14.6%
Consolidated Same-Store Sales
-1.5%
SBS Same-Store Sales
-4%
BSG Same-Store Sales
2%
Gross Profit
$463M
Previous year: $468M
-1.1%
Cash and Equivalents
$97M
Previous year: $62M
+56.5%
Free Cash Flow
$23M
Previous year: $7.52M
+205.7%
Total Assets
$2.75B
Previous year: $2.68B
+2.7%

Sally Beauty

Sally Beauty

Sally Beauty Revenue by Segment

Forward Guidance

The Company is updating its full year guidance by adjusting its full year operating margin outlook to reflect the Company’s second quarter results.

Positive Outlook

  • The Company continues to expect net sales and comparable sales to be approximately flat compared to the prior year.
  • Gross Margin is now expected to be in the range of 50.5% to 51.0%.
  • Adjusted Operating Margin is now expected to be approximately 8.5%.
  • Operating Cash Flow is now expected to be approximately $240 million.
  • Capital expenditures are expected to be approximately $100 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income