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Upturn AI SWOT - About
HELE 
Helen of Troy Ltd (HELE)
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Upturn Advisory Summary
03/24/2025: HELE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -14.87% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.20B USD | Price to earnings Ratio 10.68 | 1Y Target Price 88.33 |
Price to earnings Ratio 10.68 | 1Y Target Price 88.33 | ||
Volume (30-day avg) 469726 | Beta 0.9 | 52 Weeks Range 48.05 - 111.12 | Updated Date 04/1/2025 |
52 Weeks Range 48.05 - 111.12 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.93 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.05% | Operating Margin (TTM) 15.08% |
Management Effectiveness
Return on Assets (TTM) 4.7% | Return on Equity (TTM) 7.19% |
Valuation
Trailing PE 10.68 | Forward PE 6.77 | Enterprise Value 1934112768 | Price to Sales(TTM) 0.65 |
Enterprise Value 1934112768 | Price to Sales(TTM) 0.65 | ||
Enterprise Value to Revenue 1.03 | Enterprise Value to EBITDA 7.46 | Shares Outstanding 22855700 | Shares Floating 22486619 |
Shares Outstanding 22855700 | Shares Floating 22486619 | ||
Percent Insiders 1.42 | Percent Institutions 107.29 |
Analyst Ratings
Rating 3.5 | Target Price 88.33 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Helen of Troy Ltd
Company Overview
History and Background
Helen of Troy Ltd. was founded in 1968. Initially focused on importing and marketing hair care appliances, it has evolved through strategic acquisitions to become a diversified consumer products company. Key milestones include expanding into health and home, beauty, and housewares segments.
Core Business Areas
- Home & Outdoor: This segment focuses on home environment products like air purifiers, humidifiers, and water filtration systems, as well as outdoor products like grills, coolers, and camping gear.
- Health & Beauty: This segment includes personal care products such as hair styling tools, grooming products, and healthcare devices like thermometers and blood pressure monitors.
- Home and Outdoor: Houseware products include kitchen appliances, storage containers and cleaning tools
Leadership and Structure
The leadership team includes Julien R. Mininberg as Chief Executive Officer. The organizational structure consists of business segments reporting to executive leadership, with a board of directors providing oversight.
Top Products and Market Share
Key Offerings
- OXO: Kitchen tools and gadgets. OXO holds a significant market share within premium kitchenware, with competitors like KitchenAid and Cuisinart.
- Hydro Flask: Insulated beverage bottles. Hydro Flask is a leading brand in the premium insulated water bottle market. Competitors include Yeti and Stanley. While specific market share data varies, it's considered a dominant player. Revenue from this product is a large proportion of the total.
- Drybar: Hair styling appliances and products. Competitors include Dyson and GHD.
- Vicks: Vicks is a leading over-the-counter (OTC) cough and cold brand, primarily marketed in the US and other regions globally. The companyu2019s brands compete with other cough and cold medication suppliers such as Procter & Gamble (PG), Johnson & Johnson (JNJ), and Reckitt Benckiser (RBGLY).
Market Dynamics
Industry Overview
The consumer products industry is characterized by intense competition, changing consumer preferences, and increasing demand for innovative products. Trends include a focus on sustainability, e-commerce, and health and wellness.
Positioning
Helen of Troy Ltd. positions itself as a diversified consumer products company with a portfolio of well-known brands. Its competitive advantages include a strong brand reputation, a focus on innovation, and a diversified distribution network.
Total Addressable Market (TAM)
The TAM for Helen of Troy's product categories is estimated to be in the billions of dollars. Helen of Troy is positioned to capture market share through innovation and brand strength.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Diversified product categories
- Established distribution network
- Innovation capabilities
- Strong digital presence
Weaknesses
- Dependence on key brands
- Exposure to commodity price fluctuations
- Debt Levels
- Supply Chain Issues
Opportunities
- Expansion into new markets
- Strategic acquisitions
- Product innovation in health and wellness
- Increased focus on e-commerce
- Growing consumer interest in sustainable products
Threats
- Intense competition
- Changing consumer preferences
- Economic downturns
- Supply chain disruptions
- Increased raw material costs
Competitors and Market Share
Key Competitors
- Spectrum Brands Holdings, Inc. (SPB)
- Newell Brands Inc. (NWL)
- Procter & Gamble (PG)
- Unilever (UL)
Competitive Landscape
Helen of Troy Ltd. competes with large, established players and smaller, niche brands. Advantages include brand strength and innovation. Disadvantages include smaller scale and reliance on key brands.
Major Acquisitions
Curlsmith
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded Helen of Troy's presence in the prestige beauty category.
Growth Trajectory and Initiatives
Historical Growth: Helen of Troy Ltd.'s growth has been driven by acquisitions and organic growth in its core product categories. Historical growth has been volatile.
Future Projections: Analyst estimates vary, but project moderate revenue growth driven by innovation and expansion into new markets. These forecasts are subject to change.
Recent Initiatives: Recent strategic initiatives include focusing on core brands, optimizing the supply chain, and investing in digital capabilities.
Summary
Helen of Troy Ltd. is a diversified consumer products company with a strong brand portfolio and established distribution network. While its financial performance has been inconsistent, strategic acquisitions and a focus on innovation have contributed to growth. The company faces intense competition and must manage its debt effectively. The company's strong portfolio of brands positions it to capitalize on growing consumer demand in the health, beauty, and home sectors. Macroeconomic uncertainty is a risk to watch out for.
Similar Companies
- SPB
- NWL
- PG
- CLX
- COTY
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Financial data and market conditions are subject to change. Market share percentages are approximations and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Helen of Troy Ltd
Exchange NASDAQ | Headquaters El Paso, TX, United States | ||
IPO Launch date 1990-03-26 | CEO & Director Ms. Noel M. Geoffroy | ||
Sector Consumer Defensive | Industry Household & Personal Products | Full time employees 1927 | Website https://www.helenoftroy.com |
Full time employees 1927 | Website https://www.helenoftroy.com | ||
Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates in two segments: Home & Outdoor and Beauty & Wellness. The Home & Outdoor segment offers food storage containers, kitchen utensils for cooking and preparing salads, fruits, vegetables and meats, graters, slicers and choppers, baking essentials, kitchen organization, bath, cleaning, infant and toddler products, and coffee preparation tools and electronics; and insulated beverageware, including bottles, travel tumblers, drinkware, mugs, food and lunch containers, insulated totes, soft coolers, outdoor kitchenware, and accessories. This segment also provides technical and outdoor sports packs, bike packs and bags, hydration and travel packs, duffel bags and luggage, lifestyle and everyday packs, kid carrier packs, and accessories. The Beauty & Wellness segment offers mass, professional and prestige hair appliances, brushes, grooming tools, and accessories; and prestige shampoos, liquid hair styling products, treatments, and conditioners. This segment also provides thermometers, blood pressure monitors, pulse oximeters, nasal aspirators, humidifiers, faucet mount and pitcher water filtration systems, air purifiers, heaters, fans, and humidification, thermometry, water filtration, and air purification consumables. The company sells its products through mass merchandisers, sporting goods retailers, department stores, drugstore chains, home improvement stores, grocery stores, specialty stores, prestige beauty chains, beauty supply retailers, e-commerce retailers, wholesalers, warehouse clubs, and various types of distributors, as well as directly to consumers under the OXO, Good Grips, Soft Works, OXO tot, OXO Brew, OXO Strive, OXO Outdoor, Hydro Flask, Osprey, Drybar, Hot Tools, Curlsmith, and PUR brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.
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