•
Jun 30, 2024

Sally Beauty Q3 2024 Earnings Report

Reported solid third quarter results with positive comparable sales in both Sally Beauty and Beauty Systems Group segments.

Key Takeaways

Sally Beauty Holdings reported a 1.2% increase in consolidated net sales to $942 million, with a comparable sales increase of 1.5%. The company reported GAAP diluted net earnings per share of $0.36 and adjusted diluted net earnings per share of $0.45. Cash flow from operations was $48 million, and operating free cash flow was $29 million.

Consolidated comparable sales increased 1.5%.

Generated cash flow from operations of $48 million.

Executed $10 million in share repurchases.

Maintains full year fiscal 2024 guidance.

Total Revenue
$942M
Previous year: $931M
+1.2%
EPS
$0.45
Previous year: $0.49
-8.2%
Gross Profit
$481M
Previous year: $475M
+1.3%
Cash and Equivalents
$97M
Previous year: $74.3M
+30.5%
Free Cash Flow
$29M
Previous year: $31.5M
-8.0%
Total Assets
$2.72B
Previous year: $2.68B
+1.7%

Sally Beauty

Sally Beauty

Sally Beauty Revenue by Segment

Forward Guidance

The Company is maintaining its full year guidance.

Positive Outlook

  • Net sales and comparable sales to be approximately flat compared to the prior year
  • Gross Margin is expected to be in the range of 50.5% to 51.0%
  • Adjusted Operating Margin is expected to be approximately 8.5%
  • Operating Cash Flow is 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