HELEN OF TROY Business Summary

Helen of Troy Limited (HELE) is a global consumer products company that generates revenue through the design, sourcing, and marketing of a diversified portfolio of brand-name products across two primary segments: Home & Outdoor and Beauty & Wellness. The Home & Outdoor segment features high-equity brands such as OXO, Hydro Flask, and Osprey, focusing on kitchen tools and outdoor gear, while the Beauty & Wellness segment includes licensed and owned brands like Braun, Vicks, Honeywell, PUR, and the recently integrated Olive & June. The company operates an asset-light model, primarily outsourcing manufacturing to third-party producers while maintaining a robust omni-channel distribution network spanning mass, specialty, and e-commerce retailers. In the current market, Helen of Troy competes directly with firms such as Coty Inc., e.l.f. Beauty, Interparfums, and Nu Skin Enterprises, positioning itself as a value-driven consumer staples player currently focused on supply chain diversification and its "Project Pegasus" efficiency initiative to mitigate significant tariff-related headwinds. Originally founded in 1968 by Gerald J. Rubin, the company is currently led by Chief Executive Officer G. Scott Uzzell, who assumed the role in September 2025 following high-profile leadership tenures as the VP and GM of Nike North America and CEO of Converse. The executive team is anchored by Chief Financial Officer Brian L. Grass, a long-time veteran who returned to the CFO post after serving as interim CEO, and key segment leaders including Larry Witt (President, Home & Outdoor) and Judy Berei (President, Beauty & Wellness). The leadership is overseen by a Board of Directors chaired by Timothy F. Meeker, with a strategic focus on brand revitalization and reducing manufacturing exposure in China to approximately 25-30% of cost of goods sold by the end of fiscal 2026. The company maintains a high level of institutional ownership, with major stakeholders including BlackRock and Vanguard holding significant positions as of early 2026.