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Upturn AI SWOT - About
SBH 
Sally Beauty Holdings Inc (SBH)
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Upturn Advisory Summary
04/01/2025: SBH (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -4.68% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 909.43M USD | Price to earnings Ratio 5.37 | 1Y Target Price 12.75 |
Price to earnings Ratio 5.37 | 1Y Target Price 12.75 | ||
Volume (30-day avg) 2499193 | Beta 1.54 | 52 Weeks Range 8.25 - 14.79 | Updated Date 04/1/2025 |
52 Weeks Range 8.25 - 14.79 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.66 |
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 4.73% | Operating Margin (TTM) 7.69% |
Management Effectiveness
Return on Assets (TTM) 6.56% | Return on Equity (TTM) 29.39% |
Valuation
Trailing PE 5.37 | Forward PE 5.07 | Enterprise Value 2355101667 | Price to Sales(TTM) 0.24 |
Enterprise Value 2355101667 | Price to Sales(TTM) 0.24 | ||
Enterprise Value to Revenue 0.63 | Enterprise Value to EBITDA 5.59 | Shares Outstanding 101954000 | Shares Floating 100941020 |
Shares Outstanding 101954000 | Shares Floating 100941020 | ||
Percent Insiders 0.83 | Percent Institutions 116.23 |
Analyst Ratings
Rating 3.17 | Target Price 14.6 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 3 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Sally Beauty Holdings Inc
Company Overview
History and Background
Sally Beauty Holdings, Inc. began in 1964 as a single Sally Beauty Supply store in New Orleans. It has grown through acquisitions and organic expansion to become a global leader in professional beauty supplies.
Core Business Areas
- Sally Beauty Supply: This segment serves retail customers and salon professionals with a wide range of beauty products, including hair color, styling tools, skin care, and nail care products. The sales segment is both via online and physical store fronts.
- Beauty Systems Group (BSG): Also known as CosmoProf, this segment focuses on serving salon professionals exclusively through direct sales consultants and stores, offering professional-grade products and education.
Leadership and Structure
The leadership team includes the CEO and other key executives. The organizational structure consists of corporate functions supporting the two business segments.
Top Products and Market Share
Key Offerings
- Hair Color: A wide assortment of hair color brands and shades for both retail and professional use. Competitors include L'Oreal, Henkel, and Coty. Exact market share data is fragmented and varies by sub-segment.
- Hair Care Products: Shampoos, conditioners, styling products, and treatments. Competitors include Unilever, P&G, and L'Oreal. Revenue not broken out individually.
- Salon Equipment and Supplies: Salon furniture, tools, and implements sold through BSG. Competitors include Takara Belmont and Collins Manufacturing. Revenue not broken out individually.
Market Dynamics
Industry Overview
The beauty supply industry is competitive and fragmented, with a mix of large corporations, smaller brands, and independent distributors. Trends include increasing demand for personalized and sustainable products.
Positioning
Sally Beauty Holdings holds a strong position due to its dual-channel approach (retail and professional) and extensive product selection. Their competitive advantage includes a large store network and established relationships with brands.
Total Addressable Market (TAM)
The global beauty market is estimated to be worth hundreds of billions of dollars. Sally Beauty is well-positioned within this TAM, particularly in the professional segment and DIY color.
Upturn SWOT Analysis
Strengths
- Large store network
- Dual-channel distribution (retail and professional)
- Strong brand recognition
- Loyal customer base
- Extensive product selection
Weaknesses
- Exposure to economic downturns
- Competition from online retailers
- Dependence on key suppliers
- Inventory management challenges
- Potential for channel conflict
Opportunities
- Expansion into new markets
- Growth in e-commerce
- Increased focus on private label brands
- Partnerships with influencers
- Expansion of services offered in-store
Threats
- Increased competition from online retailers
- Changing consumer preferences
- Economic recession
- Supply chain disruptions
- Raw Material Costs
Competitors and Market Share
Key Competitors
- Ulta Beauty Inc (ULTA)
- Amazon (AMZN)
- Walmart (WMT)
Competitive Landscape
Sally Beauty competes on selection, store locations, and professional expertise. Ulta Beauty competes on a wider range of beauty products, while Amazon competes on price and convenience.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by store expansion, acquisitions, and same-store sales increases. Growth rate has varied over the past years.
Future Projections: Future growth is projected to be moderate, driven by e-commerce expansion and focus on professional segment.
Recent Initiatives: Recent initiatives include expanding e-commerce platform, investing in supply chain improvements, and launching new private label brands.
Summary
Sally Beauty Holdings is a leading beauty supply retailer with a strong position in the professional segment and a wide store network. While it faces competition from online retailers and changing consumer preferences, its dual-channel strategy and focus on private label brands provide growth opportunities. The company needs to closely monitor economic conditions and adapt to evolving trends in the beauty industry. Sally Beauty is well positioned to maintain if not strengthen its market share.
Similar Companies
COTY
Coty Inc
COTY
Coty Inc
EL
Estee Lauder Companies Inc
EL
Estee Lauder Companies Inc
ULTA
Ulta Beauty Inc
ULTA
Ulta Beauty Inc
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data is subject to change.
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 Sally Beauty Holdings Inc
Exchange NYSE | Headquaters Denton, TX, United States | ||
IPO Launch date 2006-11-17 | President, CEO & Director Ms. Denise A. Paulonis | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 12000 | |
Full time employees 12000 | |||
Sally Beauty Holdings, Inc. operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals. This segment also provides products under Wella and L'Oreal brands. The Beauty Systems Group segment offers professional beauty products, such as hair color and care products, skin and nail care products, styling tools, and other beauty items directly to salons and salon professionals through its professional-only stores, e-commerce platforms, and sales force, as well as through franchised stores under the Armstrong McCall store name. This segment also sells products under Paul Mitchell and Wella brands. It operates stores and franchised units in the United States, Puerto Rico, Canada, Mexico, Chile, the United Kingdom, Ireland, Belgium, France, the Netherlands, Spain, and Germany. The company distributes its products through full-service/exclusive distributors and open-line distributors. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Denton, Texas.
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