DALLAS — Sally Beauty Holdings surpassed Wall Street estimates on its top and bottom lines in its fourth quarter.
Net earnings rose 8.6% to $57.7 million. Consolidated comparable-store sales increased 0.9% from a year earlier. Digital sales increased 8% to $113 million, or 12% of total sales.
“We’re excited about the momentum in the business,” said Denise Paulonis, president and chief executive officer. “What we showed in the quarter — in particular with Sally, where we’ve really been repositioning that business to be truly a specialty retailer — we’re seeing that work come through, and excited for the team to be able to have that recognition come through as we’re going to go into the holiday season.”
The company's Sally Beauty Supply segment sells about 7,000 hair care, skin care, nail, and styling products through more than 4,000 stores in North America, South America and Europe. The Beauty Systems Group operates Armstrong McCall, a beauty supply distributor that sells through franchised stores.
Paulonis said the company continues to ride momentum from its “Sally Ignited” initiative to burnish its appeal to beauty shoppers with updated store layouts and curated collections of fragrances, hair care products and nail art. The brand refresh is designed to transform the business from a trusted beauty supplier to a modern, dynamic beauty powerhouse.
“As we enter fiscal 2027, we are focused on scaling the capabilities and growth platforms we have built, deepening customer engagement and generating profitable growth, all in support of driving long-term shareholder value,” Paulonis said. Plans call for approximately 100 new Sally Ignited locations nationwide, comprised of new stores and remodels across standard and large formats.
Sally Beauty expects net sales of $3.77 billion to $3.81 billion in fiscal 2027, up from $3.73 billion in 2026.
