HELE Stock Slides As Tariff Headwinds Trigger FY26 Earnings Guidance Cut

• Helen of Troy CEO G. Scott Uzzell stated that the company grew revenue in its key brands — OXO, Osprey, and Olive & June.
• The company reported a 200-basis-point decline in its consolidated gross profit margin to 46.9%, primarily due to higher tariffs.
• The beauty products marketer stated that it expects FY26 adjusted diluted EPS to be in the range of $3.25 to $3.75, down from its previous forecast of $3.75 to $4.25.

Helen of Troy Ltd. (HELE) shares fell more than 10% in Thursday’s pre-market trade before staging a recovery after the company trimmed its fiscal year 2026 outlook.

While announcing its third-quarter (Q3) results on Thursday, Helen of Troy lowered its fiscal year 2026 earnings outlook due to tariff-related headwinds and heightened macroeconomic uncertainty.

The beauty products marketer stated that it expects FY26 adjusted diluted earnings per share (EPS) to be in the range of $3.25 to $3.75, down from its previous forecast of $3.75 to $4.25 at the end of the second quarter (Q2).

Battling Tariff-Related Headwinds

Helen of Troy CEO G. Scott Uzzell stated that the company grew revenue in its key brands — OXO, Osprey, and Olive & June. He added that the firm is working to stabilize the business amid a challenging external environment and tariff-related headwinds.

Helen of Troy reported a 200-basis-point decline in its consolidated gross profit margin to 46.9%, primarily due to higher tariffs and a less favorable inventory obsolescence impact compared to the year-ago period.

Outlook For 2026

Helen of Troy hiked the low end of its 2026 revenue forecast to $1.758 billion, from $1.739 billion in Q2. However, it trimmed the upper end to $1.773 billion, from $1.773 billion in Q2.

The company said its forecast reflects a continued softness in consumer spending, especially in certain discretionary categories. Macro uncertainties, lower direct import orders due to tariffs, and increased competition were among the other factors the company cited as reasons that reflected in its forecast.

How Did Stocktwits Users React?

Retail sentiment on Stocktwits around Helen of Troy trended in the ‘extremely bullish’ territory at the time of writing.

One bullish Stocktwits user said they think Helen of Troy has changed its strategy from cost-cutting to growth following the company's leadership change.

Helen of Troy announced the departure of Noel Geoffroy as the company’s CEO in May 2025. G. Scott Uzzell, the current CEO, was appointed in August.

HELE stock is down 1% year-to-date and 64% over the past 12 months.

Also See: Will Supreme Court Rule In Favor Of Trump Tariffs On Friday? Prediction Markets Point To Slim Chances

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Share

·

Add us on