Helen of Troy Limited reported its fourth quarter fiscal 2025 results for the period ended February 28, 2025, on April 24, 2025. The company announced consolidated net sales revenue of $485.9 million, a 0.7% decrease year-over-year, which met the provided outlook range. GAAP diluted EPS grew 24.0% to $2.22, and adjusted diluted EPS declined 4.9% to $2.33, also meeting the outlook range.
The Home & Outdoor segment's net sales decreased by 1.6% to $219.8 million, primarily due to competitive intensity in insulated beverageware and softer consumer demand. The Beauty & Wellness segment saw a slight increase of 0.1% in net sales to $266.1 million, driven by a $23.0 million contribution from the Olive & June acquisition, which offset declines in hair appliances and prestige hair liquids. The company also completed Project Pegasus during the quarter, incurring total pre-tax restructuring charges of $60.9 million, which was slightly above the high end of the previously disclosed range but well below original expectations.
Due to evolving global tariff policies and related business and macroeconomic uncertainty, Helen of Troy is not providing a full-year fiscal 2026 outlook at this time. The company is intensifying efforts to diversify production outside of China, aiming to reduce its cost of goods sold exposed to China tariffs to less than 20% by the end of fiscal 2026. Management believes that through a combination of tariff mitigation actions, including strategic price increases, and additional cost reduction measures, it can offset 70% to 80% of the tariff impact in fiscal 2026.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.