Helen of Troy reaffirms FY27 adjusted EPS view $3.25-$3.75, consensus $3.49

Raises net sales view to $1.759B-$1.831B, consensus $1.79B. Sees adjusted EBITDA $190M-$1970M; FCF $85M-$100M. The company said, "The Company's outlook reflects management's view of continued inflationary pressures, softness in discretionary categories, conservative retailer inventory management and an increasingly competitive and promotional landscape. Tariff rates in place as of June 2026 are assumed to remain in effect for the balance of fiscal 2027. The Company's outlook includes the benefit from Phase 1 tariff refunds of approximately $9.2M, but excludes any potential benefit from future refund phases due to the uncertainty surrounding the timing and collectability of those refunds. Heightened geopolitical and supply-chain risks, including ongoing tensions in the Middle East, have begun to drive volatility in energy and commodity markets that could continue, increasing uncertainty around input costs and supply chain continuity across key regions and transportation routes. The Company's outlook now includes the expectation of higher product costs driven by increases in commodity inputs and pressure from unfavorable Chinese Yuan fluctuations, increased.