Sally Beauty (SBH)
Sells professional beauty products through Sally stores and BSG salon channels.
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Runs two professional-beauty supply segments: Sally serves retail customers and salon professionals, while BSG supplies salons and licensed professionals through CosmoProf, Armstrong McCall, direct sales, and digital channels. Hair color and hair care are the core categories across the business.
Sells professional beauty products through two segments: Sally, an omnichannel retail business for consumers and salon professionals, and BSG, a professional-only distributor for salons and licensed beauty professionals. Sally stores and e-commerce carry hair color, hair care, skin, nails, styling tools, and proprietary brands including Ion and Generic Value Products.
BSG reaches salon customers through CosmoProf and Armstrong McCall stores, e-commerce platforms, direct sales consultants, and franchised units. The footprint is concentrated in North America with selected operations in Europe, South America, and Puerto Rico.
Execution depends on store availability, product assortment, service, inventory, e-commerce checkout and delivery, and access to professional brands. Hair color and hair care make up the main product base.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Feb 10, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $14 | Target: $16 |
| Feb 10, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: — | Target: $20 |
| Jan 21, 2026 | Raymond James | Upgrade | Target: — | Target: $19 |
| Jan 15, 2026 | Morgan Stanley | Target | Target: $13 | Target: $14 |
| Jan 14, 2026 | Jefferies | Target | Target: $14.50 | Target: $16 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $173.1M · Total debt $1.52B · Total assets $2.88B · Shareholders' equity $871.5M
- Revenue
- $935.5M
- Operating income
- $86.4M
- Net income
- $54.1M
No dividends on record.
| Institutions | 112.78% | 105.58M shares | |
|---|---|---|---|
| 255 holders · as of Jun 30, 2026 | |||
| Insiders | 1.34% | 1.25M shares | |
| 16 holders · as of Jun 9, 2026 | |||
| Adds to | 114.12% | ||
93.62M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 114.12%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.86% | 15.78M | as of Jun 30, 2026 |
ArrowMark Colorado Holdings LLCInstitution | 16.38% | 15.34M | filed Feb 14, 2022 |
Schroder Investment Management GroupInstitution | 9.02% | 8.44M | filed Feb 13, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.87% | 6.43M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.47% | 6.05M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 8, 2026 | Marlo Michelle Cormier Platz | officer: Former SVP & CFO | −42,771 | $12.70 |
| Dec 11, 2025 | Kim McIntosh | officer: GVP, CONTROLLER & CAO | −5,900 | $15.71 |
| Dec 1, 2025 | Scott C. Sherman | officer: SVP, CLO and CHRO | −15,000 | $16.27 |
- Ulta Beauty
Specialty beauty retail, haircare, and salon-services overlap
- Amazon
Online marketplace pressure across beauty and haircare
- Walmart
Mass beauty retail and omnichannel price pressure
- Target
Beauty-category and Ulta shop-in-shop overlap
- CVS Health
Drugstore beauty and haircare front-store overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sally Beauty | $16.73 | +3.75% | $1.54B | 8.4 | 7.6 | 0.4 | +0.2% |
| Ulta Beauty | $554.61 | −0.58% | $23.98B | 20.3 | 18.2 | 1.9 | +8.9% |
| Amazon | $255.23 | −1.25% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Walmart | $109.70 | +2.10% | $855.02B | 38.8 | 36.6 | 1.2 | +5.9% |
| Target | $159.68 | +1.25% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| CVS Health | $87.52 | −0.09% | $111.77B | 23.2 | 10.8 | 0.3 | +7.3% |
| Median | 20.8 | 18.2 | 1.2 | +7.3% |