Helen of Troy (HELE) Q2 FY27 earnings call

Management frames FY27 as a foundation-building year where recovery is non-linear: Home & Outdoor, wellness, Olive & June and International carry momentum while beauty remains the drag. Tariff refunds are largely recycled into foundational and longer-term investments with limited near-term return, so reported results are now split between base and tariff-refund business. Posture is cautious on the consumer, with balance sheet repair ahead of plan.