Helen of Troy Limited
- Open
- 28.17
- Day high
- 28.48
- Day low
- 27.80
- Prev close
- 28.10
- Volume
- 428K
- Mkt cap
- $651M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.8
- P/S
- 0.4
- Yield
- —
- Per share
- —
Helen of Troy Limited (HELE) is a Consumer Defensive company listed on NASDAQ. The stock is up 30% over the past year.
Helen of Troy Limited (HELE) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
HELE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 8, 2026 | $0.02 | $0.17 | +750.0% | $402M | +7.4% |
| Apr 23, 2026 | $0.66 | $0.83 | +25.8% | $470M | +4.3% |
| Jan 8, 2026 | $1.71 | $1.71 | +0.0% | $513M | +13.8% |
| Oct 9, 2025 | $0.54 | $0.59 | +9.3% | $432M | -15.1% |
| Jul 10, 2025 | $0.91 | $0.41 | -54.9% | $372M | -6.4% |
| Apr 24, 2025 | $2.34 | $2.33 | -0.4% | $486M | +0.9% |
| Jan 8, 2025 | $2.61 | $2.67 | +2.3% | $531M | +10.2% |
| Oct 9, 2024 | $1.05 | $1.21 | +15.2% | $474M | +3.3% |
| Jul 9, 2024 | $1.59 | $0.99 | -37.7% | $417M | -9.1% |
| Jan 8, 2024 | $2.75 | $2.79 | +1.5% | $550M | +15.1% |
| Oct 4, 2023 | $1.60 | $1.74 | +8.7% | $492M | +1.4% |
| Jul 10, 2023 | $1.62 | $1.94 | +19.8% | $475M | +2.0% |
HELE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Otero Elenadirector | Grant | 919 | — |
| Jun 2, 2026 | Berry Kristadirector | Grant | 919 | — |
| Jun 2, 2026 | GOMEZ SADES TABATA LORENAdirector | Grant | 919 | — |
| Jun 2, 2026 | CARSON VINCENT Ddirector | Grant | 919 | — |
| Jun 2, 2026 | Meeker Timothy Fdirector | Grant | 919 | — |
| Jun 2, 2026 | Woody Darren Gdirector | Grant | 919 | — |
| Jun 2, 2026 | CASE THURMAN Kdirector | Grant | 919 | — |
| Jun 2, 2026 | RAFF BERYLdirector | Grant | 919 | — |
| May 5, 2026 | Grass Brianofficer: Chief Financial Officer | Tax | 4,812 | $23.93 |
| May 5, 2026 | Grass Brianofficer: Chief Financial Officer | Tax | 16,041 | $23.93 |
| Mar 10, 2026 | Uzzell George Scottdirector, officer: Chief Executive Officer | Grant | 109,289 | — |
| Mar 10, 2026 | Grass Brianofficer: Chief Financial Officer | Grant | 60,716 | — |
| Mar 5, 2026 | Grass Brianofficer: Chief Financial Officer | Tax | 2,949 | $16.84 |
| Dec 2, 2025 | CARSON VINCENT Ddirector | Grant | 1,253 | — |
| Dec 2, 2025 | Meeker Timothy Fdirector | Grant | 1,253 | — |
Source: HELE SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
See the full HELE insider & 13F page →Helen of Troy Limited company profile
Overview
Helen of Troy Limited (NASDAQ:HELE) is a consumer products company founded in 1968 and headquartered in El Paso, Texas. The company went public in 1976 and has grown through strategic acquisitions and organic expansion to become a diversified portfolio of household and personal care brands. Helen of Troy operates across multiple consumer categories including home organization, outdoor recreation, health and wellness products, and beauty appliances, selling its products through major retailers and directly to consumers across North America, Europe, and other international markets.
Business
Helen of Troy operates as a consumer products company across three primary business segments that collectively generate nearly $2 billion in annual revenue. The consumer products industry encompasses everyday items that people purchase regularly for their homes, health, and personal care needs. **Home & Outdoor Segment (approximately 40-45% of revenue):** This division includes the well-known OXO brand of kitchen utensils, food storage containers, and cooking tools that feature ergonomic designs and user-friendly functionality. The segment also encompasses Hydro Flask, which produces insulated water bottles and drinkware that maintain beverage temperatures, and Osprey, a premium outdoor gear brand specializing in hiking backpacks, travel luggage, and technical outdoor equipment for adventurers and travelers. **Health & Wellness Segment (approximately 30-35% of revenue):** This segment focuses on health monitoring and home wellness products. It includes thermometers, blood pressure monitors, and pulse oximeters under brands like Braun and Vicks that help consumers track their health metrics. The division also produces water filtration systems under the PUR brand, which remove contaminants from tap water, and air quality products including purifiers, humidifiers, and fans under the Honeywell brand that improve indoor air quality. **Beauty Segment (approximately 25-30% of revenue):** This division manufactures hair care appliances and styling tools under brands like Drybar, Hot Tools, Revlon, and Bed Head. These products include hair dryers, curling irons, straighteners, and brushes that help consumers style their hair at home. The segment also includes Curlsmith, a prestige hair care brand that produces specialized shampoos, conditioners, and styling products for textured and curly hair types.
Revenue model
Helen of Troy generates revenue primarily through product sales to retailers and direct-to-consumer channels. The company manufactures or sources its products and sells them to major retail chains including Walmart, Target, Costco, Amazon, drugstore chains, and specialty beauty retailers. These retailers then sell the products to end consumers at marked-up prices. The company's business model relies on several key revenue drivers. Brand licensing provides steady income streams, particularly for established names like Revlon, Braun, and Vicks, where Helen of Troy pays licensing fees to use these recognized brand names on their products. Product innovation drives premium pricing and market share growth, as seen with OXO's ergonomic kitchen tools and Hydro Flask's temperature-retention technology. Distribution expansion increases revenue by placing products in new retail locations, such as Hydro Flask's recent expansion into Costco and Target stores. Several factors influence the company's profit margins. Raw material costs, particularly steel, plastic, and electronic components, directly impact manufacturing expenses. Supply chain logistics affect margins significantly, with the company currently diversifying away from Chinese manufacturing due to tariff concerns, which may temporarily increase costs. Retail promotional activities can compress margins when retailers demand deeper discounts during competitive periods. Currency fluctuations impact international sales and sourcing costs. Consumer spending patterns influence demand, with economic downturns typically reducing purchases of discretionary items like premium outdoor gear and beauty appliances. Seasonal factors also play a role, with wellness products seeing higher demand during illness seasons and outdoor products peaking during spring and summer months.
Competitive moat
Helen of Troy's competitive moat is moderate and primarily built on brand recognition and retail relationships rather than technological barriers or network effects. The company's strongest moat lies in its established brand portfolio, particularly with licensed names like Braun, Vicks, and Revlon that carry decades of consumer trust and recognition. These brands provide pricing power and shelf space advantages that generic competitors cannot easily replicate. The company also benefits from retail relationship strength, having developed long-standing partnerships with major retailers like Walmart, Target, and Amazon. These relationships provide preferential shelf placement and collaborative product development opportunities. Additionally, Helen of Troy's operational scale allows for efficient manufacturing and distribution that smaller competitors struggle to match. However, the moat faces significant challenges. The consumer products industry is highly competitive with low switching costs for consumers, making it relatively easy for competitors to gain market share through pricing or innovation. Private label competition from retailers poses an ongoing threat, as stores can develop their own versions of similar products at lower prices. Direct-to-consumer brands increasingly bypass traditional retail channels, potentially disrupting Helen of Troy's distribution-dependent model. Technology disruption could emerge in categories like health monitoring devices, where smartphone integration and digital health platforms might render traditional standalone devices obsolete. The company's reliance on licensed brands also creates vulnerability, as licensing agreements could be terminated or become more expensive over time.
Risks & safety
Helen of Troy presents a moderate margin of safety with some financial strengths but notable risks. **Liquidity and Solvency:** • Cash position of $18.9 million is relatively low for a $2 billion revenue company • Current ratio of 2.0x indicates adequate short-term liquidity • Debt-to-equity ratio of 0.57x represents manageable leverage levels • Free cash flow of $83 million annually provides operational flexibility • No immediate solvency concerns given stable cash generation **Valuation Metrics:** • Price-to-earnings ratio of 10.2x appears reasonable for a consumer products company • EV/EBITDA of 10.9x suggests fair valuation relative to peers • Price-to-book ratio of 0.75x indicates trading below book value • Graham number of $94 compared to current price of $30 suggests potential undervaluation **Other Considerations:** • Supply chain diversification costs may pressure near-term margins • Tariff exposure creates earnings volatility risk • Consumer discretionary spending sensitivity during economic downturns • Brand portfolio provides some defensive characteristics through diversification
Recent development
Over the past few years, Helen of Troy has undergone significant strategic transformation through its "Elevate for Growth" initiative and Project Pegasus cost optimization program. The company has focused heavily on brand revitalization, hiring its first global Chief Marketing Officer and establishing a marketing Center of Excellence to drive data-driven brand building across its portfolio. Supply chain diversification has become a critical strategic priority, with the company accelerating its multi-year plan to reduce Chinese manufacturing exposure from current levels to less than 20% of cost of goods sold by fiscal 2026. This shift involves working with existing suppliers in new geographic locations and identifying new manufacturing partners to mitigate tariff risks and geopolitical uncertainties. The company has made strategic portfolio additions, most notably acquiring Olive & June, a nail care brand that has exceeded performance expectations and expanded Helen of Troy's presence in the beauty category. Management has also focused on distribution expansion, successfully placing OXO products in 3,200 Walmart stores and expanding Hydro Flask into Costco and Target locations. Operational efficiency improvements through Project Pegasus have targeted $75-85 million in annual pre-tax operating profit improvements, including SKU rationalization (eliminating 18% of total SKUs), workforce optimization, and the creation of a North American Regional Market Organization to centralize operations. The company has also invested in automation and technology, including a new Tennessee distribution center, though this has faced some implementation challenges. Recent strategic moves include pausing non-critical capital expenditures and freezing inventory purchases from China in response to tariff uncertainties, while maintaining growth investments in high-potential brands and international expansion opportunities.
HELE company profile · for informational purposes only — not investment advice.
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