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Sally Beauty (SBH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, Sally Beauty (SBH - Free Report) reported revenue of $952.53 million, up 0.6% over the same period last year. EPS came in at $0.62, compared to $0.55 in the year-ago quarter.

The reported revenue represents a surprise of +0.45% over the Zacks Consensus Estimate of $948.3 million. With the consensus EPS estimate being $0.60, the EPS surprise was +3.33%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Sally Beauty performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Comparable sales growth - Sally Beauty Supply: 2% compared to the 1.5% average estimate based on two analysts.
  • Comparable sales growth - Beauty Systems Group: -0.6% compared to the -1.3% average estimate based on two analysts.
  • Number of stores at end-of-period - Beauty Systems Group: 1,328 versus 1,320 estimated by two analysts on average.
  • Number of stores at end-of-period - Total: 4,390 compared to the 4,399 average estimate based on two analysts.
  • Number of stores at end-of-period - Sally Beauty Supply: 3,062 versus the two-analyst average estimate of 3,078.
  • Comparable sales growth - Consolidated: 0.9% compared to the 0.5% average estimate based on two analysts.
  • Net Sales- Sally Beauty Supply: $550.32 million compared to the $546.91 million average estimate based on two analysts. The reported number represents a change of +1.6% year over year.
  • Net Sales- Beauty Systems Group: $402.21 million versus the two-analyst average estimate of $401.38 million. The reported number represents a year-over-year change of -0.8%.

View all Key Company Metrics for Sally Beauty here>>>

Shares of Sally Beauty have returned +24.7% over the past month versus the Zacks S&P 500 composite's -3.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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