Sally Beauty Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Sally Beauty Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
0
filed ties
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 third-party brands, such as Wella, Clairol, OPI, Conair, and L'Oreal, as well as exclusive-label brand merchandise. 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 third-party brands, such as Paul Mitchell, Wella, Matrix, Schwarzkopf, Kenra, Goldwell, Joico, and Olaplex. As of September 30, 2021, the company operated 4,777 stores, including 134 franchised units in the United States, Puerto Rico, Canada, Mexico, Chile, Peru, the United Kingdom, Ireland, Belgium, France, the Netherlands, Spain, and Germany. It also distributes its products through full-service/exclusive distributors, open-line distributors, direct sales, and mega-salon stores. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Denton, Texas.
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 third-party brands, such as Wella, Clairol, OPI, Conair, and L'Oreal, as well as exclusive-label brand merchandise. 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 third-party brands, such as Paul Mitchell, Wella, Matrix, Schwarzkopf, Kenra, Goldwell, Joico, and Olaplex. As of September 30, 2021, the company operated 4,777 stores, including 134 franchised units in the United States, Puerto Rico, Canada, Mexico, Chile, Peru, the United Kingdom, Ireland, Belgium, France, the Netherlands, Spain, and Germany. It also distributes its products through full-service/exclusive distributors, open-line distributors, direct sales, and mega-salon stores. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Denton, Texas.
No other changes.
No other changes.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
Inputs8Q avg ±9.4%·×0.88·fair
straddle ±10.1%
spot 17.90exp Nov 20ATM strike 17.5ATM straddle 2.13IV 69%
+7.75%
vs ±12.3% implied · ×0.63
shaded = implied · ▲▼ = realized
Annual filing, covered
10-K parsed · Nov 13 '25
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Nov 13 '25
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Ulta Beauty, Inc., Bath & Body Works, Inc., Titan Machinery Inc. and 3 more; of Sally Beauty Holdings, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Ulta Beauty, Inc., Bath & Body Works, Inc., Titan Machinery Inc. and 3 more; of Sally Beauty Holdings, Inc.'s 6 closest co-movers, none share that code.
Sally Beauty Holdings, Inc.
19.19
+1.29 · +7.21%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $223.2M | 15.22% | +3.99% |
| Vanguard Portfolioindex-like | $90.9M | 6.20% | new |
| Dimensional | $85.6M | 5.84% | +3.11% |
| LSV | $63.0M | 4.30% | +14.91% |
| State Streetindex-like | $62.8M | 4.28% | +1.40% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $223.2M | 15.22% | +3.99% |
| Vanguard Portfolioindex-like | $90.9M | 6.20% | new |
| Dimensional | $85.6M | 5.84% | +3.11% |
| LSV | $63.0M | 4.30% | +14.91% |
| State Streetindex-like | $62.8M | 4.28% | +1.40% |
Bull1
Bear2