Helen of Troy Warns Middle East Conflict Could Disrupt Supply Chain, Hurt Revenue
Helen of Troy Limited (NASDAQ: HELE ) stock fell more than 5% on Wednesday after the consumer products company reported mixed first-quarter fiscal 2027 results, with adjusted earnings topping expectations but margins remaining under pressure as management warned of tariff-related costs, supply-chain risks and weak discretionary spending. The company reported first-quarter net sales of $402.1 million, up 8.2% from a year earlier and above analysts’ estimate of $374.6 million. Adjusted diluted earnings came in at 17 cents per share, down from 41 cents a year ago but ahead of expectations for a 1-cent loss. GAAP diluted earnings per share were $1.51, compared with a loss of $19.65 per share in the prior-year period. Helen of Troy Margins Face Tariff Pressure Gross margin declined to 46.0% from 47.1% a year earlier, reflecting higher tariff costs, inventory obsolescence and an unfav...
Helen of Troy Limited (NASDAQ: HELE ) stock fell more than 5% on Wednesday after the consumer products company reported mixed first-quarter fiscal 2027 results, with adjusted earnings topping expectations but margins remaining under pressure as management warned of tariff-related costs, supply-chain risks and weak discretionary spending. 6 million. Adjusted diluted earnings came in at 17 cents per share, down from 41 cents a year ago but ahead of expectations for a 1-cent loss. 65 per share in the prior-year period.
1% a year earlier, reflecting higher tariff costs, inventory obsolescence and an unfavorable sales mix in the Home & Outdoor segment. 5 million. 4% during the quarter. 9 million, supported by international demand for packs, new product launches and broader retail distribution.
Management highlighted strong international distribution and e-commerce growth for Osprey, along with distribution gains at Walmart and continued momentum on Amazon for OXO products. 2 million, driven by nail care products, fans, thermometers and new wellness offerings. S. mass retailer, while Olive & June continued to perform well.
Core beauty brands remained under pressure, although point-of-sale trends improved. 3 million in the prior-year quarter. 0 million a year earlier. 7 million in cash.
4 million and included about $15 million in incremental tariff-related costs. 1 million. 822 billion. 79 billion.
52. 18. Management said the first-quarter revenue received a temporary $4 million to $5 million boost from earlier Prime Day order timing, which shifted some demand from the second quarter. Management also embedded potential supply risk tied to two or three supply-chain pinch points in the outlook.
The company warned that Middle East conflict-related supply disruptions, softer consumer demand, cautious retailers and inflation remain key risks. “Revenue risk from expected supply disruption is largely driven by the conflict in the Middle East,” the company said. Its guidance also assumes June 2026 tariff rates remain in effect through the rest of fiscal 2027. Management added that it expects to collect most remaining Phase 1 tariff refunds during the second quarter and plans to reinvest much of any additional benefit.
54 at the time of publication on Wednesday, according to Pro data. Photo by Piotr Swat via Shutterstock Read Also: Micron, Broadcom Just Got 25% Cheaper — And Chip Stocks Are 'Far From Bubble Territory', UBS Says