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Helen of Troy Ltd (HELE)



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Upturn Advisory Summary
08/14/2025: HELE (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $38.33
1 Year Target Price $38.33
1 | Strong Buy |
1 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.77% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 529.58M USD | Price to earnings Ratio - | 1Y Target Price 38.33 |
Price to earnings Ratio - | 1Y Target Price 38.33 | ||
Volume (30-day avg) 5 | Beta 0.86 | 52 Weeks Range 20.02 - 77.95 | Updated Date 08/15/2025 |
52 Weeks Range 20.02 - 77.95 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -14.54 |
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 -17.89% | Operating Margin (TTM) 1.52% |
Management Effectiveness
Return on Assets (TTM) 4.3% | Return on Equity (TTM) -23.99% |
Valuation
Trailing PE - | Forward PE 4.6 | Enterprise Value 1430404505 | Price to Sales(TTM) 0.28 |
Enterprise Value 1430404505 | Price to Sales(TTM) 0.28 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA 6.95 | Shares Outstanding 22955300 | Shares Floating 22489352 |
Shares Outstanding 22955300 | Shares Floating 22489352 | ||
Percent Insiders 0.73 | Percent Institutions 105.78 |
Upturn AI SWOT
Helen of Troy Ltd

Company Overview
History and Background
Helen of Troy Limited was founded in 1968 as a wig business. It has evolved into a global consumer products company with a diverse portfolio of brands. Significant milestones include expanding into housewares and healthcare/home environment products.
Core Business Areas
- Home & Outdoor: This segment focuses on home environment products like air purifiers and humidifiers, as well as outdoor living items. Brands include OXO, Hydro Flask, and Osprey.
- Health & Wellness: This segment includes healthcare devices, thermometers, and vaporizers. Brands include Braun and Vicks (licensed).
- Beauty & Personal Care: This segment contains personal care appliances, hair care, and styling tools. Brands include Hot Tools and Drybar.
Leadership and Structure
Julien Mininberg is the CEO. The company has a typical corporate structure with various functional departments reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Hydro Flask: Insulated beverage containers and accessories. Hydro Flask is a leading brand in the premium hydration market, competing with brands like Yeti and Stanley. Market share data is difficult to pinpoint due to the fragmented nature of the market, but Hydro Flask is considered one of the top players. Revenue contribution to total sales is significant, estimated to be over 20% annually for Home & Outdoor Segment.
- OXO: Kitchen tools, gadgets, and storage solutions. OXO is known for its ergonomic designs and quality. Competitors include KitchenAid and Cuisinart. Specific market share is difficult to determine but OXO holds a leading position in the kitchen tools and gadgets segment. Revenue contribution to total sales is significant, estimated to be over 20% annually for Home & Outdoor Segment.
- Braun Thermometers (Licensed): Digital thermometers and other healthcare devices. Braun Thermometers competes with brands such as Vicks and iProven. Significant market share in the global thermometer market. Revenue contribution to total sales is significant, estimated to be over 20% annually for Health & Wellness Segment.
Market Dynamics
Industry Overview
The consumer products industry is highly competitive and influenced by factors such as consumer preferences, economic conditions, and technological advancements.
Positioning
Helen of Troy Ltd. focuses on developing and acquiring strong brands with a focus on innovation and consumer needs. The company holds a position in the premium consumer goods segment.
Total Addressable Market (TAM)
The TAM is estimated to be in the hundreds of billions of dollars globally, across its different segments. Helen of Troy captures a portion of the TAM, with plans to grow it through innovation and acquisitions.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Diversified product lines
- Effective distribution network
- Focus on innovation
Weaknesses
- Reliance on licensed brands (Vicks, Braun)
- Exposure to changing consumer preferences
- High debt load
- Supply chain disruptions
Opportunities
- Expanding into new geographic markets
- Acquiring complementary brands
- Developing innovative products
- Leveraging e-commerce platforms
Threats
- Intense competition
- Economic downturn
- Fluctuations in currency exchange rates
- Changes in consumer spending habits
Competitors and Market Share
Key Competitors
- YETI (YETI)
- Newell Brands (NWL)
- Spectrum Brands (SPB)
Competitive Landscape
Helen of Troy competes in a fragmented market, with numerous competitors across its different product categories. The company's success depends on its ability to differentiate its products, maintain strong brand recognition, and manage its costs effectively.
Major Acquisitions
Drybar Products LLC
- Year: 2020
- Acquisition Price (USD millions): 255
- Strategic Rationale: Expanded Helen of Troy's presence in the beauty category and added a strong, well-recognized brand to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by both organic expansion and acquisitions.
Future Projections: Future growth projections depend on product innovation and market expansion, with analysts providing varied estimates based on market conditions.
Recent Initiatives: Focus on strategic acquisitions, cost reduction measures, and investment in e-commerce.
Summary
Helen of Troy has a diversified portfolio of well-known brands, providing a competitive advantage in its various markets. While it faces challenges such as a high debt load and dependence on licensed brands, the company has growth opportunities through acquisitions and product innovation. Strategic initiatives and cost reduction measures should stabilize the financials. The company is in a moderate position for growth and has a few areas to be aware of for risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Industry Reports
- Market Research Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market conditions and company performance are 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 Helen of Troy Ltd
Exchange NASDAQ | Headquaters El Paso, TX, United States | ||
IPO Launch date 1990-03-26 | CEO - | ||
Sector Consumer Defensive | Industry Household & Personal Products | Full time employees 1883 | Website https://www.helenoftroy.com |
Full time employees 1883 | 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 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 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, Olive & June, and PUR brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.

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