Helen of Troy Limited is a leading global consumer products company offering creative solutions for its customers through a strong portfolio of well-recognized and widely-trusted brands, including OXO, Hydro Flask, Vicks, Braun, Honeywell, PUR, Hot Tools and Drybar. The Comapny sometimes refers to these brands as its Leadership Brands. All trademarks herein belong to Helen of Troy Limited (or its subsidiaries) and/or are used under license from their respective licensors.

Company profile
Ticker
HELE
Exchange
Website
CEO
Julien R. Mininberg
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Helen of Troy Macao Limited • Helen of Troy L.P. • Idelle Labs, Ltd. • OXO International Ltd. • HOT (UK) Limited • Steel Technology, LLC • Kaz, Inc. • Kaz USA, Inc. • Pur Water Purification Products, Inc. • Kaz Europe Sarl ...
IRS number
742692550
HELE stock data
Press releases
Helen of Troy Limited Announces Earnings Release Date, Conference Call, and Webcast for First Quarter Fiscal Year 2023 Results
16 Jun 22
Hot Tools® Makes Waves This Summer With New Style Ambassador Nicole Scherzinger
31 May 22
Hydro Flask Receives U.S. ITC General Exclusion Order to Combat Counterfeiting
10 May 22
Helen of Troy Limited Expands Board of Directors with Appointment of Tabata Gomez and Elena Otero
3 May 22
Helen of Troy Limited Reports Fourth Quarter Fiscal 2022 Results
27 Apr 22
Analyst ratings and price targets
Investment data
Securities sold
Number of investors
Calendar
28 Apr 22
29 Jun 22
28 Mar 23
Financial summary
Quarter (USD) | Feb 22 | Nov 21 | Aug 21 | May 21 | |
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Diluted EPS |
Annual (USD) | Feb 22 | Feb 21 | Feb 20 | Feb 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 33.38M | 33.38M | 33.38M | 33.38M | 33.38M | 33.38M |
Cash burn (monthly) | 3.65M | 978.25K | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 14.73M | 3.94M | n/a | n/a | n/a | n/a |
Cash remaining | 18.65M | 29.44M | n/a | n/a | n/a | n/a |
Runway (months of cash) | 5.1 | 30.1 | n/a | n/a | n/a | n/a |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Jun 22 | Sades Tabata Lorena Gomez | Common Shares, Par value $0.10 per share | Grant | Acquire A | No | No | 0 | 127 | 0 | 127 |
1 Jun 22 | Gary B Abromovitz | Common Shares, Par value $0.10 per share | Grant | Acquire A | No | No | 0 | 127 | 0 | 6,174 |
1 Jun 22 | Timothy F Meeker | Common Stock, Par Value $0.10 per share | Grant | Acquire A | No | No | 0 | 127 | 0 | 5,802 |
1 Jun 22 | Elena Otero | Common Shares, Par value $0.10 per share | Grant | Acquire A | No | No | 0 | 127 | 0 | 127 |
1 Jun 22 | Vincent D Carson | Common Stock, Par Value $0.10 per share | Grant | Acquire A | No | No | 0 | 127 | 0 | 12,206 |
Institutional ownership, Q1 2022
13F holders | Current |
---|---|
Total holders | 265 |
Opened positions | 29 |
Closed positions | 46 |
Increased positions | 87 |
Reduced positions | 103 |
13F shares | Current |
---|---|
Total value | 4.89B |
Total shares | 24.98M |
Total puts | 33K |
Total calls | 62.6K |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 2.59M | $507.48M |
Vanguard | 2.32M | $453.72M |
FMR | 2.04M | $399.35M |
Capital Research Global Investors | 1.49M | $291.93M |
Cooke & Bieler | 1.46M | $286.55M |
JPM JPMorgan Chase & Co. | 1.42M | $278.77M |
Capital International Investors | 1.42M | $277.23M |
Allspring Global Investments | 1.11M | $217.56M |
Capital World Investors | 881K | $172.54M |
STT State Street | 757K | $148.25M |
Financial report summary
?Management Discussion
- •Consolidated net sales revenue increased 5.9%, or $124.6 million, to $2,223.4 million compared to $2,098.8 million for the same period last year.
- •Consolidated operating income decreased 3.2%, or $8.9 million, to $272.6 million, compared to $281.5 million for the same period last year. Consolidated operating margin decreased 1.1 percentage points to 12.3%, compared to 13.4% for the same period last year. Consolidated operating income for fiscal 2022 includes pre-tax restructuring charges of $0.4 million related to Project Refuel, pre-tax acquisition-related expenses of $2.4 million, and pre-tax EPA compliance costs of $32.4 million. Consolidated operating income for fiscal 2021 included pre-tax asset impairment charges of $8.5 million and pre-tax restructuring charges of $0.4 million related to Project Refuel.
- •Consolidated adjusted operating income increased 6.2%, or $20.7 million, to $355.1 million, compared to $334.4 million for the same period last year. Consolidated adjusted operating margin increased 0.1 percentage points to 16.0% of consolidated net sales revenue, compared to 15.9% for the same period last year.
Content analysis
?Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. sophomore Good
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New words:
accrual, adventure, analogy, ARP, attainment, authoritative, backup, biking, Bloomberg, BSBY, CamelBak, carbon, Caribbean, Carlo, catalyzing, choose, climbing, coalition, commuting, competitor, complaint, creation, Curlsmith, curly, Delinquent, description, Deuter, dialogue, elevated, entry, EPA, expedient, explanation, expressly, extreme, feasible, FOMC, footprint, Gallaway, gear, geopolitical, Gregory, hiking, hourly, housing, HRB, humidifier, hydration, ID, inflationary, injunctive, input, instituted, ITC, judgement, leader, led, lineup, longtime, LP, luggage, lunch, military, minimize, mission, modest, Monte, mountain, mountaineering, moving, Mystery, nasal, obsolete, Osprey, outdoor, outlook, Parliament, perception, platform, preliminary, prudent, pulse, Ranch, Recipe, relabeling, repackage, repackaging, resumed, rugged, running, Russia, Science, semiconductor, signatory, simulation, simultaneously, skiing, sound, stayed, stop, Strive, surge, suspended, Tennessee, true, TSR, Ukraine, unfair, unpredictable, unsuccessful, usage, Vietnam, voluntarily, wavy, Western, wheeled
Removed:
appliance, approach, assign, capitalizing, collateral, collectability, commercial, convertible, depict, discontinued, dispute, ease, explore, forehead, forfeiture, Gamble, haircare, hosting, invoice, judgmental, leasehold, Pacific, periodically, pitcher, portrayal, preceding, prescribe, principle, Procter, proposed, rebate, reducing, restated, securing, shortening, Simplifying, skin, solid, swap, targeted, targeting, thermometer, utilization
Financial reports
Current reports
8-K
Regulation FD Disclosure
3 Jun 22
8-K
Departure of Directors or Certain Officers
20 May 22
8-K
Departure of Directors or Certain Officers
3 May 22
8-K
Regulation FD Disclosure
29 Apr 22
8-K
Helen of Troy Limited Reports Fourth Quarter Fiscal 2022 Results
27 Apr 22
8-K
Helen of Troy Announces Curlsmith® Prestige Hair Care Products Acquisition
26 Apr 22
8-K
Departure of Directors or Certain Officers
3 Mar 22
8-K
Departure of Directors or Certain Officers
22 Feb 22
8-K
Other Events
19 Jan 22
8-K
Helen of Troy Limited Reports Third Quarter Fiscal 2022 Results
11 Jan 22
Registration and prospectus
S-8 POS
Registration of securities for employees (post-effective amendment)
26 May 22
S-8 POS
Registration of securities for employees (post-effective amendment)
26 May 22
S-8 POS
Registration of securities for employees (post-effective amendment)
26 May 22
S-8 POS
Registration of securities for employees (post-effective amendment)
26 May 22
S-8
Registration of securities for employees
27 Aug 18
S-8
Registration of securities for employees
27 Aug 18
S-3ASR
Automatic shelf registration
10 Dec 15
D
$20M in equity, sold $20M, 1 investor
23 Nov 15
SC TO-I/A
Issuer tender offer statement (amended)
13 Mar 14
SC TO-I/A
Issuer tender offer statement (amended)
10 Mar 14
Other
SD
Conflict minerals disclosure
10 May 22
SD
Conflict minerals disclosure
26 May 21
CORRESP
Correspondence with SEC
22 Jun 20
UPLOAD
Letter from SEC
22 Jun 20
UPLOAD
Letter from SEC
10 Jun 20
SD
Conflict minerals disclosure
29 May 20
SD
Conflict minerals disclosure
31 May 19
SD
Conflict minerals disclosure
31 May 18
SD
Conflict minerals disclosure
30 May 17
SD
Conflict minerals disclosure
30 May 16
Ownership
4
HELEN OF TROY / THURMAN K CASE ownership change
3 Jun 22
4
HELEN OF TROY / BERYL RAFF ownership change
3 Jun 22
4
HELEN OF TROY / Krista Berry ownership change
3 Jun 22
4
HELEN OF TROY / Darren G Woody ownership change
3 Jun 22
4
HELEN OF TROY / VINCENT D CARSON ownership change
3 Jun 22
4
HELEN OF TROY / Elena Otero ownership change
3 Jun 22
4
HELEN OF TROY / Timothy F Meeker ownership change
3 Jun 22
4
HELEN OF TROY / GARY B ABROMOVITZ ownership change
3 Jun 22
4
HELEN OF TROY / SADES TABATA LORENA GOMEZ ownership change
3 Jun 22
4
HELEN OF TROY / Julien Mininberg ownership change
24 May 22
Patents
Utility
Lightweight Frame Assemblies and Associated Methods
9 Jun 22
The present disclosure is directed to a frame assembly.
Design
Cover for a probe or the like
29 Jun 21
Inventors: Scott A. Martin, John A. Lane, Matthew D. Mullin, David E. Quinn, John R. Strom, Dio Climaco Cavero, Jeffrey M. Cross
Utility
Hair styling appliance with directional air flow valve and compressed gas
7 Dec 20
In one embodiment, hair appliance is provided in which non-heated gas flow is directionally applied automatically to hair after application of a heat treatment.
Design
Toy storage bin
23 Nov 20
Inventors: Sunny Kim, Beth Steenwyk
Design
Oil separator
23 Nov 20
Inventors: Terah Coleman, Min Kim
Transcripts
2022 Q4
Earnings call transcript
27 Apr 22
2022 Q3
Earnings call transcript
6 Jan 22
2022 Q2
Earnings call transcript
7 Oct 21
2022 Q1
Earnings call transcript
8 Jul 21
2021 Q4
Earnings call transcript
28 Apr 21
2021 Q3
Earnings call transcript
7 Jan 21
2021 Q2
Earnings call transcript
8 Oct 20
2021 Q2
Earnings call transcript
8 Oct 20
2021 Q1
Earnings call transcript
9 Jul 20
2020 Q4
Earnings call transcript
28 Apr 20
Reddit threads
(4/27) Wednesday's Pre-Market News
27 Apr 22
Daily Discussion Thread - April 27th, 2022
27 Apr 22
Daily Discussion Thread - April 26th, 2022
26 Apr 22
Daily Discussion Thread - April 25th, 2022
25 Apr 22
First Helium $HELE $HELI.v @firsthelium TRENDING nicely, awesome 2022 addition to a DIY portfolio
7 Jan 22
(1/6) Thursday's Pre-Market Stock Movers & News
6 Jan 22
(1/6) Thursday's Pre-Market Stock Movers & News
6 Jan 22
Daily Discussion Thread - January 6th, 2022
6 Jan 22
Daily Discussion Thread - January 5th, 2022
5 Jan 22
Daily Discussion Thread - January 4th, 2022
4 Jan 22