Sally Beauty Holdings (NYSE:SBH) Stock, Quote.Headers.trade-ideas

Sally Beauty Holdings

Sally Beauty Holdings Inc is a professional beauty-products retailer based in the United States. Sally Beauty operates throughout the United States, Puerto Rico, the United Kingdom, Belgium, Canada, Chile, Mexico, Peru, France, Ireland, Spain, Germany, and the Netherlands. The company operates through two business segments: Sally Beauty Supply and Beauty Systems Group. Product offerings include hair color and care, hair dryers and hair-styling appliances, nail care, skin care, and others.

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Instacart Inks Nationwide Pact With Sally Beauty - What&#39;s Going On?

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Sally Beauty Holdings, Inc. (NYSE: SBH) is capitalizing on the strength of its strategic growth initiatives. The beauty products provider is reaping benefits from a focus on customer-centric approaches. The introduction of Happy Beauty Co. represents a promising addition.

Strategic Growth Pillars Aid Sally Beauty, High Costs Ail

Sally Beauty Holdings, Inc. (Name to be changed from Sally Holdings, Inc.) Common Stock

Sally Beauty Holdings Inc

SBI HOLDINGS INC ORD by SBI Holdings, Inc.

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In the latest quarter, 5 analysts provided ratings for Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Sally Beauty Holdings, revealing an average target of $13.8, a high estimate of $16.00, and a low estimate of $12.00. This current average reflects an increase of 17.45% from the previous average price target of $11.75. 
<img src="https://www.benzinga.com/files/images/story/2025/1737054047_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The perception of Sally Beauty Holdings by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Susan Anderson</td>
<td>Canaccord Genuity</td>
<td>Announces</td>
<td>Buy</td>
<td>$14.00</td>
<td>-</td>
</tr>
<tr>
<td>Oliver Chen</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$16.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Oliver Chen</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$14.00</td>
<td>$13.00</td>
</tr>
<tr>
<td>Linda Bolton Weiser</td>
<td>DA Davidson</td>
<td>Raises</td>
<td>Neutral</td>
<td>$13.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Simeon Gutman</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$12.00</td>
<td>$8.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Sally Beauty Holdings. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Sally Beauty Holdings compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Sally Beauty Holdings's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Sally Beauty Holdings's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SBH/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Sally Beauty Holdings analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>All You Need to Know About Sally Beauty Holdings</h2>
Sally Beauty Holdings Inc is a professional beauty-products retailer based in the United States. Sally Beauty operates throughout the United States, Puerto Rico, the United Kingdom, Belgium, Canada, Chile, Mexico, Peru, France, Ireland, Spain, Germany, and the Netherlands. The company operates through two business segments: Sally Beauty Supply and Beauty Systems Group. Product offerings include hair color and care, hair dryers and hair-styling appliances, nail care, skin care, and others.
<h3>A Deep Dive into Sally Beauty Holdings's Financials</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Over the 3 months period, Sally Beauty Holdings showcased positive performance, achieving a revenue growth rate of 1.48% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Discretionary sector.
Net Margin: Sally Beauty Holdings's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 5.14% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Sally Beauty Holdings's ROE excels beyond industry benchmarks, reaching 7.97%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.74%, the company showcases effective utilization of assets.
Debt Management: Sally Beauty Holdings's debt-to-equity ratio surpasses industry norms, standing at 2.54. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>What Are Analyst Ratings?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

The Analyst Verdict: Sally Beauty Holdings In The Eyes Of 5 Experts

Canaccord Genuity analyst Susan Anderson initiates coverage on Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) with a Buy rating and announces Price Target of $14.

Price Target

Initiation

Canaccord Genuity Initiates Coverage On Sally Beauty Holdings with Buy Rating, Announces Price Target of $14

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Shares of retail companies are trading higher possibly amid overall market strength. The sector may be gaining as investors evaluate the impact of Black Friday sales.

Across the recent three months, 4 analysts have shared their insights on Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $13.75, a high estimate of $16.00, and a low estimate of $12.00. Witnessing a positive shift, the current average has risen by 17.02% from the previous average price target of $11.75.
<img src="https://www.benzinga.com/files/images/story/2024/1732550448_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Sally Beauty Holdings. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Oliver Chen</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$16.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Oliver Chen</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$14.00</td>
<td>$13.00</td>
</tr>
<tr>
<td>Linda Bolton Weiser</td>
<td>DA Davidson</td>
<td>Raises</td>
<td>Neutral</td>
<td>$13.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Simeon Gutman</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$12.00</td>
<td>$8.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Sally Beauty Holdings. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Sally Beauty Holdings compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Sally Beauty Holdings's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Sally Beauty Holdings's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/SBH/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Sally Beauty Holdings analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>About Sally Beauty Holdings</h2>
Sally Beauty Holdings Inc is a professional beauty-products retailer based in the United States. Sally Beauty operates throughout the United States, Puerto Rico, the United Kingdom, Belgium, Canada, Chile, Colombia, Mexico, Peru, France, Ireland, Spain, Germany, and the Netherlands. The company operates through two business segments: Sally Beauty Supply and Beauty Systems Group. Product offerings include hair color and care, hair dryers and hair-styling appliances, nail care, skin care, and others.
<h3>Key Indicators: Sally Beauty Holdings's Financial Health</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Over the 3 months period, Sally Beauty Holdings showcased positive performance, achieving a revenue growth rate of 1.48% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Consumer Discretionary sector.
Net Margin: Sally Beauty Holdings's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 5.14%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Sally Beauty Holdings's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.97%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Sally Beauty Holdings's ROA stands out, surpassing industry averages. With an impressive ROA of 1.74%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Sally Beauty Holdings's debt-to-equity ratio surpasses industry norms, standing at 2.54. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>How Are Analyst Ratings Determined?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Sally Beauty Holdings Stands With Analysts

TD Cowen analyst Oliver Chen upgrades Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) from Hold to Buy and raises the price target from $14 to $16.

Upgrades

TD Cowen Upgrades Sally Beauty Holdings to Buy, Raises Price Target to $16

TD Cowen analyst Oliver Chen maintains Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) with a Hold and raises the price target from $13 to $14.

TD Cowen Maintains Hold on Sally Beauty Holdings, Raises Price Target to $14

DA Davidson analyst Linda Bolton Weiser maintains Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) with a Neutral and raises the price target from $12 to $13.

DA Davidson Maintains Neutral on Sally Beauty Holdings, Raises Price Target to $13

Raymond James analyst Olivia Tong upgrades Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) from Underperform to Market Perform.

Raymond James Upgrades Sally Beauty Holdings to Market Perform

Morgan Stanley analyst Simeon Gutman maintains Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) with a Underweight and raises the price target from $8 to $12.

Morgan Stanley Maintains Underweight on Sally Beauty Holdings, Raises Price Target to $12

Sally Beauty Holdings shares are trading higher after the company reported better-than-expected Q4 adjusted EPS results.

Guidance

Sally Beauty Holdings Sees FY24 Comparable Sales To Be Flat To Up 2% Compared To The Prior Year, Adjusted Operating Margin Is Expected To Be 8.5%-9.0%

Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) reported quarterly earnings of $0.50 per share which beat the analyst consensus estimate of $0.47 by 6.38 percent. The company reported quarterly sales of $935.028 million which missed the analyst consensus estimate of $935.776 million by 0.08 percent. This is a 1.48 percent increase over sales of $921.356 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

Sally Beauty Holdings Q4 2024 Adj. EPS $0.50 Beats $0.47 Estimate, Sales $935.028M Miss $935.776M Estimate

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Earnings Scheduled For November 14, 2024

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Infosys Announces Strategic Collaboration With Sally Beauty To Bring Enterprise-Scale IT Efficiencies From Hyper-Automation

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Shares of retail companies are trading higher following a rise in retail sales data. Also, the sector may be moving higher in sympathy with Walmart after the company reported better-than-expected Q2 financial results and an increase in FY25 adjusted EPS guidance.

DA Davidson analyst Linda Bolton Weiser maintains Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) with a Neutral and maintains $12 price target.

DA Davidson Maintains Neutral on Sally Beauty Holdings, Maintains $12 Price Target

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Shares of retail, e-commerce and apparel shares are trading higher following better-than-expected US jobs numbers, which could be alleviating some economic concerns.

Sally Beauty Holdings Reiterates FY24 Outlook: Expects Net Sales And Comparable Sales To Be Approximately Flat Compared To The Prior Year; Gross Margin Is Expected To Be In Range Of 50.5%-51.0%

Sally Beauty Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) reported quarterly earnings of $0.45 per share which beat the analyst consensus estimate of $0.40 by 12.5 percent. This is a 8.16 percent decrease over earnings of $0.49 per share from the same period last year. The company reported quarterly sales of $942.34 million which beat the analyst consensus estimate of $931.68 million by 1.14 percent. This is a 1.22 percent increase over sales of $931.01 million the same period last year.

Sally Beauty Holdings Q3 Adj $0.45 Beats $0.40 Estimate, Sales $942.34M Beat $931.68M Estimate

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Shares of retail and ecommerce companies are trading lower amid overall market weakness on US economic concerns. An economic slowdown could impact demand.

Piper Sandler raised the firm's price target on Church & Dwight (CHD) to $128 from $124 and keeps an Overweight rating on the shares. The firm is n...

Piper Sandler names Church & Dwight as a top idea, raises price target to $128

In a report released today, Korinne Wolfmeyer from Piper Sandler maintained a Buy rating on Sally Beauty (SBH – Research Report), with a price targ...

Piper Sandler Reaffirms Their Buy Rating on Sally Beauty (SBH)

The retail landscape has undergone a seismic shift with the rise of e-commerce and digital transformation. Amid this backdrop, investors might consider buying stable specialty retailers stocks, such as The ODP Corp (ODP), Torrid Holdings (CURV), and Sally Beauty Holdings (SBH). Continue reading… <a href="https://www.investopedia.com/articles/markets/050416/consumer-discretionary-sector-industries-snapshot.asp">Specialty retailers</a>, focusing on niche markets and tailored customer experiences, have emerged as winners in this evolving ecosystem. By leveraging data analytics, personalized marketing, and streamlined online platforms, these companies are carving out a unique space amid intense competition.
Given the industry's robust prospects, investors could consider buying fundamentally sound specialty retailers stocks, The ODP Corporation (<a href="https://stocknews.com/stock/ODP/">ODP</a>), Torrid Holdings Inc. (<a href="https://stocknews.com/stock/CURV/">CURV</a>), and Sally Beauty Holdings, Inc. (<a href="https://stocknews.com/stock/SBH/">SBH</a>) thriving in this digital era.
One key factor driving growth in specialty retail is the rise of direct-to-consumer (DTC) models. By <a href="https://www.appnova.com/fashion-ecommerce-the-surge-of-direct-to-customer-brands/">bypassing traditional retail channels</a>, the companies in this sector can offer competitive pricing and maintain control over the customer experience. This approach also allows them to respond quickly to shifting consumer preferences, making them more resilient to market disruptions.
Also, the brands' direct oversight of their supply chains harmonizes with the growing consumer demand for sustainability and ethical manufacturing, enhancing its appeal to a conscientious customer base.
The global specialty retailers market is anticipated to reach $42.7 billion by 2031, <a href="https://growthmarketreports.com/report/specialty-retailers-market-global-industry-analysis">exhibiting a CAGR of 4%</a>, driven by increasing consumer demand, higher disposable income, transformative digital retailing, and changing consumer profiles and demographics.
Considering these favorable trends, let's take a closer look at the fundamentals of the three <a href="https://stocknews.com/category/specialty-retailers/">Specialty Retailers</a> picks, beginning with the third.
Stock #3: The ODP Corporation (<a href="https://stocknews.com/stock/ODP/">ODP</a>)
ODP offers business services and supplies, products, and digital workplace technology solutions for small, medium, and enterprise businesses. The company operates through four divisions: ODP Business Solutions; Office Depot; Veyer; and Varis.
On December 4, OPD's operating company, Office Depot, announced that it signed a new agreement with Verizon, a renowned telecommunications and technology provider. This agreement aims to provide small and medium-sized businesses and consumer customers with a seamless shopping experience for Verizon products and services within Office Depot and OfficeMax stores.
In the initial phase, the stores will be launched in California and Illinois. Also, the agreement enhances Office Depot's commitment and vision.
In terms of forward non-GAAP P/E, ODP is trading at 6.91x, 59.1% lower than the industry average of 16.89x. Likewise, the stock's forward EV/Sales and Price/Sales multiples of 0.22 and 0.10 are 82.7% and 89.6% lower than their respective industry averages of 1.28 and 0.93.
For the third quarter of 2024, which ended on September 28, ODP's sales amounted to $1.78 billion, while the <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> stood at $102 million. Its net income was valued at $58 million, and its EPS came in at $1.73.
The company has updated its fiscal year 2024 financial guidance, where its sales projection is approximately $7 billion, and its adjusted EBITDA in the range of $260 million to $300 million. Additionally, its adjusted EPS guidance is expected to be in the range of $3.10 to $3.80.
Analysts expect ODP's revenue and EPS for the fiscal year (ended December 2024) to be $6.98 billion and $3.23, respectively. For the fiscal year 2025, its revenue is expected to be $6.79 billion, while its EPS is forecasted to settle at $3.90, indicating a 20.9% improvement over the prior year.
Shares of ODP have surged 4.2% year-to-date to close the last trading session at $23.69.
ODP's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect this robust outlook. The stock has an overall rating of B, which equates to Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
ODP has an A grade for Value and a B for Quality. It is ranked #11 out of 38 stocks in the <a href="https://stocknews.com/category/specialty-retailers/">Specialty Retailers</a> industry. <a href="https://stocknews.com/stock/ODP/">Click here</a> to see the additional ratings for ODP (Growth, Momentum, Stability, and Sentiment).
Stock #2: Torrid Holdings Inc. (<a href="https://stocknews.com/stock/CURV/">CURV</a>)
CURV is a direct-to-consumer brand of apparel, intimates, and accessories that involve tops, bottoms, dresses, denim, activewear, intimates, sleepwear, swimwear, and outerwear products; and non-apparel products comprising accessories, footwear, and beauty products. The company designs, develops, and merchandises its products under the brand names like Torrid, Torrid Curve, CURV, and Lovesick.
In terms of forward EV/Sales, CURV is trading at 0.94x, 26.6% lower than the industry average of 1.28x. Likewise, the stock's forward EV/EBITDA and Price/Cash Flow multiples of 9.71 and 10.07 are 6.1% and 7% lower than the industry averages of 10.34x and 10.83x, respectively.
In the fiscal third quarter that ended on November 2, 2024, CURV's net sales were reported to be $263.77 million. The company reported gross profit of $95.16 million, indicating a 4% growth from the prior-year quarter. Its income from operations came in at $7.20 million, up 4.6% year-over-year, while its adjusted EBITDA grew marginally from the prior-year quarter to $19.58 million.
Street expects CURV's revenue for the fiscal year (ending January 2025) to be $1.09 billion. Its EPS for the same period is expected to register a 14.6% growth from the prior year, settling at $0.13.
CURV's shares have surged 46.3% over the past three months and 28.5% over the past month to close the last trading session at $5.72.
CURV's bright prospects are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It also has a B grade for Quality. Within the Specialty Retailers industry, it is ranked #10. <a href="https://stocknews.com/stock/CURV/">Click here</a> to see CURV's ratings for Growth, Value, Momentum, Stability, and Sentiment.
Stock #1: Sally Beauty Holdings, Inc. (<a href="https://stocknews.com/stock/SBH/">SBH</a>)
SBH operates as an international specialty retailer and distributor of professional beauty supplies. The company operates through two segments: Sally Beauty Supply and Beauty Systems Group.
In terms of forward non-GAAP P/E, SBH is trading at 6.06x, which is 64.1% lower than the industry average of 16.89x. The stock's forward Price/Sales ratio of 0.30x is 67.3% below the industry average of 0.93x. Also, its forward EV/Sales multiple of 0.70 compares to the industry average of 1.28x.
During the fiscal fourth quarter that ended on September 30, 2024, SBH's net sales increased marginally year-over-year, amounting to $935.03 million. Its gross profit amounted to $479.20 million, increasing 2.7% year-over-year.
Its operating earnings improved by 7% from the prior year's value to $82.27 million. In addition, the company's non-GAAP net earnings rose 14.5% from the year-ago value to $52.33 million, while its EPS stood at $0.50, up 19% year-over-year.
The consensus revenue estimate of $943.78 million for the fiscal first quarter (ended December 2024) represents a marginal increase year-over-year. The consensus EPS estimate of $0.43 for the ongoing quarter indicates a 10.7% improvement year-over-year. The company has an excellent earnings surprise history; it surpassed the consensus EPS estimates in three of the trailing four quarters.
The stock has gained 5.5% year-to-date to close the last trading session at $11.02.
It's no surprise that SBH has an overall rating of B, equating to a Buy in our POWR Ratings system. It has an A grade for Value and a B for Quality. Out of 38 stocks in the same industry, SBH is ranked #9.
Beyond what is stated above, we've also rated SBH for Growth, Momentum, Stability, and Sentiment. Get all SBH's ratings <a href="https://stocknews.com/stock/SBH/">here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
SBH shares were trading at $10.97 per share on Tuesday afternoon, down $0.05 (-0.45%). Year-to-date, SBH has gained 4.98%, versus a -1.01% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: ShreyaRathi</h2> <img src='https:/wp-content/uploads/2024/10/0.jpeg' style="float:left; padding:5px;width:125px;"><a href="https://stocknews.com/authors/?author=shreya-rathi">More...</a>The post <a href=https://stocknews.com/news/sbh-odp-curv-3-specialty-retail-stocks-thriving-in-the-digital-era/>3 Specialty Retail Stocks Thriving in the Digital Era</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Specialty Retail Stocks Thriving in the Digital Era

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Specialty retailer stocks present strong investment opportunities due to growing market trends and expanding consumer demand driven by innovation, e-commerce, and customization. Therefore, investors should consider fundamentally strong specialty retail stocks: Arko (ARKO), Sally Beauty Holdings (SBH), and Upbound Group (UPBD). Keep reading... Specialty retail flourishes by tapping into evolving consumer preferences, including eco-friendly products, artisanal goods, and unique flavors, which build brand loyalty and encourage repeat purchases. Exceptional customer service, personalized recommendations, and targeted marketing strategies further enhance satisfaction and boost sales.
With these factors in play, fundamentally strong specialty retail stocks like Arko Corp. (<a href="https://stocknews.com/stock/ARKO/">ARKO</a>), Sally Beauty Holdings, Inc. (<a href="https://stocknews.com/SBH/">SBH</a>), and Upbound Group, Inc. (<a href="https://stocknews.com/stock/UPBD/">UPBD</a>) present compelling investment opportunities.
Specialty retail caters to a wide range of consumer preferences, leveraging both online and offline channels to maximize market reach. Utilizing consumer insights, predictive testing, and iterative refinement minimizes risks and ensures products align with market demands. Its ability to adapt to emerging trends and shifting consumer values underscores its potential for growth in evolving markets.
The specialty products market is poised for growth, projected to reach $6.80 billion this year with an <a href="https://www.reuters.com/markets/imf-chief-sees-steady-world-growth-2025-continuing-disinflation-2025-01-10/">8.9% CAGR</a>, fueled by the rise of e-commerce and increasing consumer spending. This growth is further supported by steady global economic expansion and ongoing disinflation, despite regional challenges. Notably, the US economy is outperforming expectations, reinforcing optimism for the sector's future.
Additionally, the sector thrives on innovations in packaging, customization, and personalization, particularly within lifestyle, beauty, and household goods, enhancing consumer appeal and driving growth. Considering these conducive trends, let's analyze the fundamental aspects of the three <a href="https://stocknews.com/category/specialty-retailers/">Specialty Retailers</a> picks, starting with the third choice.
Stock #3: Arko Corp. (<a href="https://stocknews.com/stock/ARKO/">ARKO</a>)
ARKO operates convenience stores in the United States. It operates through Retail, Wholesale, Fleet Fueling, and GPMP segments.
In terms of the trailing-12-month <a href="https://www.investopedia.com/terms/a/assetturnover.asp">asset turnover ratio</a>, ARKO's 2.42x is 144% higher than the 0.99x industry average.
ARKO's total revenue for the third quarter ending September 30, 2024, was $2.28 billion. Its operating income was reported as $41.57 million. Additionally, the company's adjusted EBITDA was $78.78 million, and its net income attributable to ARKO totaled $9.67 million, or $0.07 per share.
Street expects ARKO's EPS for the quarter ending June 30, 2025, to rise 36.4% year-over-year to $0.15. Over the past nine months, ARKO's stock has gained 39.4% to close the last trading session at $6.58.
ARKO's solid prospects are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. It has an overall rating of B, translating to a Buy in our proprietary rating system. The POWR Ratings assess stocks by 118 different factors, each with its own weighting.
It has a B grade for Value and Stability. It is ranked #13 out of 38 stocks in the <a href="https://stocknews.com/category/specialty-retailers/">Specialty Retailers</a> industry. <a href="https://stocknews.com/stock/ARKO/">Click here</a> to see ARKO's Growth, Momentum, Sentiment, and Quality ratings.
Stock #2: Sally Beauty Holdings, Inc. (<a href="https://stocknews.com/SBH/">SBH</a>)
SBH operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group.
In terms of the trailing-12-month Return on Common Equity, SBH's 26.98% is 147.9% higher than the 10.88% industry average. Its 1.35x trailing-12-month asset turnover ratio is 35.7% higher than the 0.99x industry average. Also, the stock's 5.49% trailing-12-month Return on Total Assets is 40.6% higher than the 3.91% industry average.
For the fiscal fourth quarter that ended September 30, 2024, SBH's net sales increased marginally year-over-year to $935.03 million, while its gross profit rose 2.7% year-over-year to $479.20 million. During the same period, the company's non-GAAP net earnings increased 14.5% from the prior year to $52.33 million, and its EPS rose 19% year-over-year to $0.50.
For the quarter ended December 31, 2024, SBH's EPS is expected to increase 10.7% year-over-year to $0.43. Its revenue for the same quarter is expected to rise 1.3% year-over-year to $943.78 million. It surpassed the Street EPS estimates in three of the trailing four quarters. Over the past nine months, the stock has gained 6.3% to close the last trading session at $11.
SBH's positive outlook is reflected in its POWR Ratings. It has an overall rating of B, translating to a Buy in our proprietary rating system.
It has an A grade for Value and a B for Quality. It is ranked #9 in the same industry. Beyond what we stated above, we also have given SBH grades for Growth, Momentum, Stability, and Sentiment. Get all the SBH ratings <a href="https://stocknews.com/SBH/">here</a>.
Stock #1: Upbound Group, Inc. (<a href="https://stocknews.com/stock/UPBD/">UPBD</a>)
UPBD leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico. It operates through four segments: Rent-A-Center, Acima, Mexico, and Franchising.
On December 12, 2024, UPBD announced it will acquire Brigit, a financial health technology company, for up to $460 million. This acquisition is expected to expand UPBD's offerings, enhance financial solutions for underserved consumers, and boost Adjusted EBITDA by $25–$30 million in 2025 and $70–$80 million in 2026.
On November 21, 2024, UPBD announced a collaboration with Google Cloud to implement advanced AI solutions, enhancing customer experience, personalization, and product offerings across Acima Leasing and Rent-A-Center. The initiative focuses on expanding leasable products, improving website engagement, and automating operations for greater efficiency.
In terms of the trailing-12-month Return on Common Equity, UPBD's 13.44% is 23.5% higher than the 10.88% industry average. Its 48.94% trailing-12-month gross profit margin is 29.8% higher than the 37.70% industry average. Likewise, the stock's 1.64x trailing-12-month asset turnover ratio is 64.9% higher than the 0.99x industry average.
During the third quarter, which ended September 30, 2024, UPBD reported total revenues of $1.07 billion, up 9.2% from the prior year's quarter. The company's non-GAAP operating profit of $98.21 million reflects growth of 12.7% from the prior year's quarter. Furthermore, its non-GAAP net earnings came in at $53.34 million, or $0.95 per share, up 18.4% and 20.2% year-over-year, respectively.
Analysts expect UPBD's EPS and revenue for the quarter ended December 31, 2024, to increase 26.3% and 3.8% year-over-year to $1.02 and $1.06 billion, respectively. It surpassed the Street EPS estimates in each of the trailing four quarters. Over the past three months, the stock has declined 1.9% to close the last trading session at $29.30.
UPBD's strong fundamentals are reflected in its POWR Ratings. It has an overall rating of A, translating to a Strong Buy in our proprietary rating system.
It has an A grade for Growth and a B for Quality. Within the Specialty Retailers industry, it is ranked first. To see UPBD's Value, Momentum, Stability, and Sentiment ratings, <a href="https://stocknews.com/stock/UPBD/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>
&nbsp;

<hr />
UPBD shares were trading at $29.42 per share on Thursday afternoon, up $0.12 (+0.41%). Year-to-date, UPBD has gained 0.86%, versus a 1.02% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Abhishek Bhuyan</h2> <img src='https:/wp-content/uploads/2023/07/ABhuyan.jpg' style="float:left; padding:5px;width:125px;">Abhishek embarked on his professional journey as a financial journalist due to his keen interest in discerning the fundamental factors that influence the future performance of financial instruments.<a href="https://stocknews.com/authors/?author=abhishek-bhuyan">More...</a>The post <a href=https://stocknews.com/news/upbd-sbh-arko-3-specialty-retail-stocks-youll-wish-you-bought-sooner/>3 Specialty Retail Stocks You'll Wish You Bought Sooner</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Specialty Retail Stocks You'll Wish You Bought Sooner

ARKO

CURV

DDOG

FRSH

FSLR

IPAR

NFLX

REGN

SNEJF

SONY

UPBD

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