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Upturn AI SWOT - About
SBH 
Sally Beauty Holdings Inc (SBH)
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Upturn Advisory Summary
07/02/2025: SBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $12
1 Year Target Price $12
| 2 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.87% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.02B USD | Price to earnings Ratio 5.77 | 1Y Target Price 12 |
Price to earnings Ratio 5.77 | 1Y Target Price 12 | ||
Volume (30-day avg) 5 | Beta 1.25 | 52 Weeks Range 7.54 - 14.79 | Updated Date 07/2/2025 |
52 Weeks Range 7.54 - 14.79 | Updated Date 07/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.76 |
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 5.03% | Operating Margin (TTM) 8.14% |
Management Effectiveness
Return on Assets (TTM) 7.43% | Return on Equity (TTM) 29.75% |
Valuation
Trailing PE 5.77 | Forward PE 5 | Enterprise Value 2422752213 | Price to Sales(TTM) 0.28 |
Enterprise Value 2422752213 | Price to Sales(TTM) 0.28 | ||
Enterprise Value to Revenue 0.66 | Enterprise Value to EBITDA 5.64 | Shares Outstanding 100894000 | Shares Floating 99881251 |
Shares Outstanding 100894000 | Shares Floating 99881251 | ||
Percent Insiders 0.83 | Percent Institutions 121.42 |
Analyst Ratings
Rating 2 | Target Price 12 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 2 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Sally Beauty Holdings Inc
Company Overview
History and Background
Sally Beauty Holdings, Inc. (SBH) began in 1964 as a single beauty supply store in New Orleans. It expanded rapidly through acquisitions and organic growth, becoming a publicly traded company in 2006 after separating from Alberto Culver.
Core Business Areas
- Sally Beauty Supply: This segment primarily serves retail customers and salon professionals, offering a wide range of professional beauty supplies, including hair color, styling tools, and skincare products. Stores are typically located in strip centers and cater to both professionals and consumers.
- Beauty Systems Group (BSG): BSG, operating under the CosmoProf brand, distributes professional beauty products exclusively to licensed salon professionals. It offers a wider range of higher-end brands and tools than the Sally Beauty Supply segment, with a focus on building relationships with stylists and salons through direct sales consultants.
Leadership and Structure
The leadership team includes the CEO, CFO, and other key executives responsible for overseeing the company's strategic direction and operations. SBH has a traditional corporate structure with departments such as marketing, finance, operations, and merchandising.
Top Products and Market Share
Key Offerings
- Hair Color: Sally Beauty offers a wide range of hair color products for both professional and at-home use. Market share data is difficult to pinpoint precisely for Sally Beauty alone, but the global hair color market is estimated at $32 billion in 2024. Key competitors include L'Oreal, Henkel, and Coty. Revenue from hair color would represent a significant portion of Sally Beauty sales.
- Styling Tools: Hair styling tools like dryers, flat irons, and curling irons are a significant part of Sally Beauty's offerings. Competitors include Conair, Revlon, and Dyson.
- Nail Products: Nail polishes, artificial nails, and other nail care products are another important category. Competitors include OPI, Essie (L'Oreal), and China Glaze.
Market Dynamics
Industry Overview
The beauty supply industry is driven by trends in hair care, nail care, and skincare. It is competitive, with both brick-and-mortar and online retailers vying for market share. Consumer preferences are constantly evolving, requiring companies to adapt quickly. The professional beauty market, in particular, relies on strong relationships between suppliers and stylists.
Positioning
Sally Beauty is a leading player in the beauty supply industry, known for its wide selection of products and its focus on both professional and retail customers. Its competitive advantages include its established brand, its extensive store network, and its strong relationships with suppliers and salon professionals.
Total Addressable Market (TAM)
The global beauty market is estimated at over $500 billion. Sally Beauty is positioned to capture a significant portion of the professional and DIY segments, especially in North America. Significant opportunity for growth as they expand their product line.
Upturn SWOT Analysis
Strengths
- Established brand recognition
- Extensive store network
- Strong relationships with suppliers
- Dual customer base (professionals and retail)
- Wide product selection
Weaknesses
- Dependence on brick-and-mortar retail
- Competition from online retailers
- Sensitivity to economic downturns
- Potential inventory management challenges
- Supply chain vulnerabilities
Opportunities
- Expanding online presence and e-commerce capabilities
- Developing exclusive product lines
- Growing the professional beauty segment
- International expansion
- Leveraging data analytics to personalize customer experiences
Threats
- Increased competition from online retailers like Amazon and Ulta
- Changing consumer preferences and beauty trends
- Economic downturns impacting consumer spending
- Supply chain disruptions
- Labor shortages
Competitors and Market Share
Key Competitors
- ULTA
- AMZN
- COTY
Competitive Landscape
Sally Beauty's strengths lie in its established brand and focus on professional stylists, providing a unique combination. ULTA dominates from the retail customer perspective while Amazon provides a wide array of competition from a cost and supply chain perspective.
Major Acquisitions
Hicks, Muse, Tate & Furst (Acquisition by Alberto Culver)
- Year: 1998
- Acquisition Price (USD millions): 350
- Strategic Rationale: Helped to expand store counts and grow organically into other parts of the country.
Growth Trajectory and Initiatives
Historical Growth: Evaluate SBH's revenue and earnings growth over the past 5-10 years. Factor in acquisitions, store openings, and same-store sales growth.
Future Projections: Analyze analyst estimates for SBH's future revenue and earnings growth. Identify factors driving these projections, such as e-commerce expansion and product innovation.
Recent Initiatives: Note any recent strategic initiatives undertaken by SBH, such as new store concepts, partnerships, or technology investments.
Summary
Sally Beauty Holdings boasts a strong brand and extensive store network, catering to both professionals and retail customers. E-commerce expansion and adapting to changing consumer trends are crucial. The company should watch out for Amazon's online influence. Financial performance is reliable overall.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
- Analyst estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and subject to change. Financial metrics require updated information from recent reporting.
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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