NYSE$SBH

Sally Beauty Holdings Inc. · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Announced second quarter results and updated on COVID-19 impact to business

Sally Beauty Holdings, Inc. reported a decrease in consolidated net sales by 7.9% to $871.0 million due to COVID-19 impacts, despite a pre-COVID increase of 4.7% in same store sales. GAAP diluted EPS decreased by 77.8% to $0.12, while adjusted diluted EPS decreased by 54.9% to $0.23.

  • E-commerce growth accelerated with a +28% increase in Q2, +52% in March, and +353% in April.
  • Store network restart underway with 1,500 stores open to the public, 1,100 ship-from-store locations, 2,300 curbside locations, and 300 same-day-delivery locations.
  • Aggressive cash management and incremental liquidity provide a strong runway.
  • Consolidated same store sales decreased 7.1% for the full quarter, impacted by COVID-19, but increased 4.7% prior to March 12.

Headline financials

Total Revenue

$871M

Previous: $946M-7.9%
EPS (adj)

$0.23

Previous: $0.51-54.9%
Consolidated Comparable Sales Growth

-7.1%

Previous: -0.5%-1320.0%
Capital Expenditures

-$72M

Previous: -$46.4M-55.1%
Free Cash Flow

-$58.6M

Previous: $19.3M-403.3%
Net Income

$13.4M

Previous: $65.7M-79.7%
Operating Income

$43.3M

Previous: $113M-61.5%
Gross Profit

$430M

Previous: $468M-8.2%
Cash & Equivalents

$364M

Previous: $89.8M+305.9%
Total Assets

$2.92B

Previous: $2.09B+39.6%
Stock-Based Comp

$3.06M

Previous: $2.52M+21.5%

Revenue & EPS history

Sally Beauty · Revenue · Quarterly

$871M

Q2 2020-7.9%vs Q2 2019
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Sally Beauty · $871M total across 2 segments · Q2 2020

  • Sally Beauty Supply
    $520M-8.1%
  • Beauty Systems Group
    $352M-7.6%

Forward guidance

Due to the uncertainty around COVID-19, the Company withdrew its full-year financial guidance for fiscal year 2020 and is not issuing financial guidance in connection with its second quarter earnings call.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

+0.9%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.8%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+24.8%

Q2 2021

Best reaction

-17.4%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-6.9%-15.2%-6.8%
Q1 2026+5.2%+1.0%-7.6%
Q4 2025-1.7%-0.2%+5.6%
Q2 2025+22.2%+12.2%+12.1%
Q1 2025+4.5%+2.0%-0.7%
Q4 2024+7.0%+4.4%-0.5%
Q3 2024+8.4%+19.4%+27.2%
Q2 2024-1.5%+5.5%+5.3%
Q1 2024+2.8%+5.0%+2.6%
Q4 2023+12.1%+14.8%+61.3%
Q3 2023-4.1%-1.6%-11.9%
Q2 2023-15.8%-18.7%-13.9%
Q1 2023+9.1%+8.5%-0.5%
Q4 2022+8.4%+1.8%-7.9%
Q3 2022-0.8%+0.7%+5.8%
Q2 2022-5.6%-10.9%-9.2%
Q1 2022-1.4%-2.6%-2.8%
Q4 2021+12.8%+14.3%+15.3%
Q3 2021-14.0%-13.0%-14.0%
Q2 2021+24.8%+17.0%-1.1%
Q1 2021-7.8%-2.3%+14.4%
Q4 2020-4.9%+3.2%+8.0%
Q3 2020-12.8%-8.8%-12.9%
Q2 2020+2.7%+6.0%+61.9%
Q1 2020-17.4%-16.8%-20.7%
Q4 2019+19.6%+19.9%+13.3%
Q3 2019+9.8%+7.9%-1.0%
Q2 2019-8.3%-6.6%-14.2%
Q1 2019-1.5%-3.3%-2.0%
Q4 2018+15.8%+10.4%+2.7%
Q3 2018-13.8%-13.2%-6.1%
Q2 2018-12.6%-11.6%-11.0%
Q1 2018+8.2%+8.2%+11.5%
Q4 2017-1.3%+1.4%+8.0%
Q3 2017+2.2%+3.6%-6.3%
Q2 2017+1.1%+3.9%-8.4%
Q1 2017-7.0%-5.2%-10.1%
Q4 2016-10.7%-10.0%-7.5%
Q3 2016-11.3%-11.4%-7.2%
Q2 2016-5.8%
Q1 2016+13.7%
Q4 2015+7.3%
Q3 2015-9.5%
Q2 2015+1.5%
Q1 2015+3.6%
Q4 2014+2.9%
Q3 2014+1.7%
Q2 2014-7.8%
Q1 2014+5.9%
Q4 2013-0.6%
Q3 2013-9.3%
Q2 2013+1.0%
Q1 2013+0.7%
Q4 2012-1.5%
Q3 2012+1.8%
Q2 2012-0.2%
Q4 2011+5.4%
Q1 2012-0.5%
Q3 2011+1.6%
Q2 2011+7.8%
Q1 2010+15.0%
Q1 2011+1.5%
Q4 2008+2.8%
Q2 2010+2.8%
Q4 2010+2.8%
Q3 2009-0.3%
Q3 2010-0.3%
Q4 2009-0.3%

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