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Upturn AI SWOT - About
HELE 
Helen of Troy Ltd (HELE)
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Upturn Advisory Summary
10/15/2025: HELE (1-star) is a SELL. SELL since 2 days. Simulated Profits (-21.24%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $29.33
1 Year Target Price $29.33
| 1 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.15% | Avg. Invested days 24 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 457.58M USD | Price to earnings Ratio - | 1Y Target Price 29.33 |
Price to earnings Ratio - | 1Y Target Price 29.33 | ||
Volume (30-day avg) 5 | Beta 0.84 | 52 Weeks Range 18.93 - 75.68 | Updated Date 10/17/2025 |
52 Weeks Range 18.93 - 75.68 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -28.72 |
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 2025-10-09 | When Before Market | Estimate 0.53 | Actual 0.59 |
Profitability
Profit Margin -36.2% | Operating Margin (TTM) 3.08% |
Management Effectiveness
Return on Assets (TTM) 3.88% | Return on Equity (TTM) -52.84% |
Valuation
Trailing PE - | Forward PE 4.97 | Enterprise Value 1473790109 | Price to Sales(TTM) 0.25 |
Enterprise Value 1473790109 | Price to Sales(TTM) 0.25 | ||
Enterprise Value to Revenue 0.79 | Enterprise Value to EBITDA 6.95 | Shares Outstanding 23028819 | Shares Floating 22423622 |
Shares Outstanding 23028819 | Shares Floating 22423622 | ||
Percent Insiders 1.33 | Percent Institutions 106.9 |
Upturn AI SWOT
Helen of Troy Ltd
Company Overview
History and Background
Helen of Troy Limited was founded in 1968 as a wig company. It evolved into a diversified consumer products company with a focus on housewares, health, and beauty products.
Core Business Areas
- Home & Outdoor: Products related to home environment, including air purifiers, humidifiers, fans, heaters, water filtration products, and insect control solutions. Brands under this segment include Drybar, Hydro Flask, and OXO. This segment is expected to grow, driven by increased consumer focus on health and wellness.
- Health & Beauty: Products focusing on personal care, including hair styling appliances, grooming tools, and beauty care solutions. This includes well known hair styling brands like Drybar and Hot Tools.
Leadership and Structure
The leadership team is headed by Julien R. Mininberg, CEO. The organizational structure is based on business segments with functional support departments.
Top Products and Market Share
Key Offerings
- Hydro Flask: Reusable water bottles and hydration products. They have a significant market share in the premium reusable water bottle segment. Competitors include Yeti, Stanley, and Thermos. Sales information is not readily available, but this is considered a flagship brand.
- OXO: Kitchen tools, gadgets, and storage solutions. OXO is known for its ergonomic designs. The brand competes with brands like KitchenAid and Cuisinart. Revenue breakdown by product is not reported individually.
- Drybar: Premium hair styling appliances and haircare products. Competitors include ghd and Dyson in the premium hair tools sector. This is another strong brand within Helen of Troy Ltd. but revenue breakdown is not provided for the specific product.
Market Dynamics
Industry Overview
The consumer products industry is competitive and is impacted by factors like changing consumer preferences, raw material costs, and global economic conditions. The market is segmented into various categories including home, health, and beauty.
Positioning
Helen of Troy Ltd. positions itself as a consumer products company with a portfolio of brands that deliver innovative, quality products to consumers. Competitive advantages include brand recognition and diverse product offerings.
Total Addressable Market (TAM)
The TAM for the consumer products industry is vast and multifaceted, encompassing the home, health, and beauty segments. Helen of Troy Ltd is well-positioned to capture significant share within its targeted segments.
Upturn SWOT Analysis
Strengths
- Strong Brand Portfolio
- Diverse Product Offerings
- Established Distribution Network
- Innovation Capability
Weaknesses
- Dependence on Key Brands
- Exposure to Raw Material Price Fluctuations
- Inventory Management
- Debt Load
Opportunities
- Expansion into New Markets
- Acquisitions of Complementary Businesses
- Increased Online Sales
- New Product Development
Threats
- Intense Competition
- Changing Consumer Preferences
- Economic Downturn
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- P&G
- CL
- EL
Competitive Landscape
Helen of Troy Ltd. faces intense competition from both larger and smaller companies. It competes on brand recognition, product quality, and innovation.
Major Acquisitions
Osprey Packs
- Year: 2021
- Acquisition Price (USD millions): 414
- Strategic Rationale: Expanded Helen of Troy's outdoor and adventure product offerings, aligning with the active lifestyle trend.
Growth Trajectory and Initiatives
Historical Growth: Helen of Troy has historically grown through organic initiatives and strategic acquisitions.
Future Projections: Future growth is projected to be driven by innovation, international expansion, and strategic acquisitions. Analyst estimates vary, requiring up to date information.
Recent Initiatives: Recent initiatives include investments in marketing, e-commerce, and new product development.
Summary
Helen of Troy Ltd. is a well-established consumer products company with a strong brand portfolio. Its diverse product offerings and established distribution network are key strengths. However, it faces challenges from intense competition and changing consumer preferences, and has relatively high debt. Strategic initiatives, particularly in e-commerce and product innovation, are critical for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
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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