莎莉美容 2026年季度报告

FORM 10-Q SALLY BEAUTY HOLDINGS, INC. Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to suchfiling requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submitsuch files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. Large accelerated filerAccelerated filerNon-accelerated filerSmaller reporting companyEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).YesNo Number of shares of common stock outstanding as of July30, 2026: 93,622,292 TABLE OF CONTENTS PART I — FINANCIAL INFORMATION Item 1.Financial Statements Condensed Consolidated Balance SheetsCondensed Consolidated Statements of EarningsCondensed Consolidated Statements of Comprehensive IncomeCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial Statements Item 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures PART II — OTHER INFORMATION Item 1.Legal Proceedings25Item 1A.Risk Factors25Item 2.Unregistered Sales of Equity Securities, Use of Proceeds, and Issuer Purchases of Equity Securities.25Item 5.Other Information25Item 6.Exhibits26 In this Quarterly Report, references to the “Company,” “our company,” “Sally Beauty,” “we,” “our,” “ours,” and “us” refer to SallyBeauty Holdings, Inc. and its consolidated subsidiaries unless otherwise indicated or the context otherwise requires. CAUTIONARY NOTICE REGARDING FORWARD-LOOKING STATEMENTS Statements in this Quarterly Report on Form 10-Q and in the documents incorporated by reference herein which are not purelyhistorical facts or which depend upon future events may constitute forward-looking statements within the meaning of Section 27A ofthe Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, (the “Exchange Act”).Words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” “project,” “target,” “can,” “could,” “may,” “should,”“will,” “would,” “might,” or similar expressions may also identify such forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements as such statements speak only as of the date theywere made and involve risks and uncertainties that could cause actual events or results to differ materially from the events or resultsdescribed in the forward-looking statements. The most important factors which could cause our actual results to differ from ourforward-looking statements are set forth in our description of risk factors in Item 1A contained in our Annual Report on Form 10-K forthe fiscal year ended September30, 2025, and other filings with the U.S. Securities and Exchange Commission (“SEC”) which shouldbe read in conjunction with the forward-looking statements in this report. Forward-looking statements speak only as of the date theyare made, and we do not undertake any obligation to update any forward-looking statement. The events described in the forward-looking statements might not occur or might occur to a different extent or at a different time thanwe have described. As a result, our actual results may differ materially from the results contemplated by these forward-lookingstatements. PART I — FINANCIAL INFORMATION Sally Beauty Holdings, Inc. and SubsidiariesCondensed Consolidated Balance Sheets(In thousands, except par value data) Sally Beauty Holdings, Inc. and SubsidiariesCondensed Consolidated Statements of Earnings(In thousands, except per share data)(Unaudited) Sally Beauty Holdings, Inc. and SubsidiariesCondensed Consolidated Statements of Comprehensive Income(In thousands)(Unaudited) Sally Beauty Holdings, Inc. and SubsidiariesCondensed Consolidated Statements of Stockholders’