$SBH

2 stories mentioning SBHUpdated 23d ago

Every FINWIRES story that references SBH, newest first.

NIQ Global Intelligence to Launch Unified Beauty Sales Tracker in Q4

NIQ Global Intelligence (NIQ) plans to launch its Full View of Beauty Channel in Q4, a unified data platform that tracks beauty product sales across major retail channels.The system will combine NIQ's measurement across grocery, drug, and mass retail with data from Ulta Beauty (ULTA), Sephora, Sally Beauty Holdings (SBH) and other specialty and department store retailers.Ahead of the launch, NIQ will introduce Amazon.com (AMZN) third-party marketplace measurement in Q3, initially covering health and beauty care categories. Key metrics will include volume, share, price, and promotional activity, NIQ said Tuesday in a statement.NIQ said it plans to expand Amazon third-party measurement into additional categories beyond beauty over time.

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Wire52d ago

Sally Beauty's Growth Needs More Color, Morgan Stanley Says

Sally Beauty (SBH) delivered a "decent" Q2 execution, but implied H2 comparable sales deceleration put its topline into question, Morgan Stanley said in a Tuesday report.The report said the firm is benefitting from strategic initiatives and Fuel for Growth savings, but the positive earnings revision story has largely peaked.Incremental pressure from elevated gas prices could also create additional downside risk to demand due to the company's higher exposure to a lower-income consumer, the note added."With Fuel for Growth savings set to moderate by end of FY'26, the next leg of EBIT growth increasingly depends on sustained demand acceleration, where visibility is limited," the report said.Morgan Stanley cut its price target to $13 from $16 while maintaining its underweight rating on the stock.Price: $12.27, Change: $-0.72, Percent Change: -5.51%

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