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Stock Ratings / Consumer Discretionary / HELE / news
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Why HELE Stock surged +4.67% Today — RQD Quant Desk Flash

$30.24 +4.67% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $30.44

Helen of Troy Limited (HELE) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D • SELL / AVOID Cap $675.8M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is HELE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Helen of Troy Limited (NASDAQ: HELE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $30.24 (+4.67% 1D, market cap $675.8M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 9/20. Across 1009 tracked Consumer Discretionary issuers, HELE ranks #564 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does HELE compare to CODI and ETD in the Consumer Discretionary sector?
▼

Within the Consumer Discretionary sector (Home Furnishings), HELE carries a Roarable D (49/100 RQD), trailing P/E of N/A, gross margin of 45.7%, and ROIC of -35.0%. By comparison, CODI (D/B/A Compass Diversified Holdings) holds a E grade (33/100 RQD, P/E N/A, ROIC 0.4%, cap $838.9M) and ETD (Ethan Allen Interiors Inc.) posts a D+ grade (58/100 RQD, P/E 9.9x, ROIC 11.8%, cap $513.1M). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while HBB leads on capital efficiency (21.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for HELE?
▼

Per HELE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-02-28, CIK 0000916789), Helen of Troy Limited generated $1.79B in revenue (-6.4% YoY), -$899.0M in net income, and $171.1M in free cash flow against $2.34B in total assets and $869.0M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $30.44 (+0.65%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 9.6% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.4% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510049
2-of-3 Quant Analysts Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D · Rk D
Cash (8)Whales (13)SEC (8)Macro (11)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-4% Base Target
$34 Bull$29 Base$23 Bear
📬 FREE HELE RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HELE)Realized 20D OHLCV Swing Band: ±11.9%
Deterministic 5-Pillar Attribution (49/100 Composite)
🔍 WHY HELE SCORES 49/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+13/20 pts (27% of score)

20D Institutional Volume Accumulation (±11.9% realized swing band)

▲ #2 Bullish Driver: Macro Regime Fit+11/20 pts (22% of score)

FRED Regime × Technicals: 90% of 52W Range • RSI-14 at 52.1 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk8/20 pts (-12 pt drag)

Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
41
Grade D$27.82+5.8% Next Q
Q2 (-2Q)
44
Grade D$29.42-0.7% Next Q
Q3 (-1Q)
46
Grade D$29.20+3.6% Next Q
Current
49
Grade D$30.24-5.4% Hist 90D α
Trajectory: D (41) → D (49)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a HELE Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While HELE currently carries a cautious 49/100 (D) rating due to SEC 10-K Forensic Risk (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($28.16) and Max Pain ($31.75) forces dealer call-delta covering toward $34.24.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HELE• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “HELE Beats Next Quarter EPS Consensus (Nov 28, 2026) & Holds Above 200D SMA”
YES 49%NO 51%Trade / Inspect Odds →
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →

Why HELE Stock surged +4.67% Today — RQD Quant Desk Flash

Helen of Troy Limited (HELE) surged +4.67% to $30.24, trading at 90% of its 52-week range ($13.85 – $31.98). Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.

  • ▸Technical Tape: Trading at 90% of its 52-week range ($13.85 – $31.98) with RSI-14 at 52.1 (NEUTRAL RANGE).
  • ▸Volatility Profile: Historical 20-day realized swing band of ±11.9% around $30.24 (no active unusual options sweep snapshot on file).
  • ▸Fundamental Anchor: Roarable D (Sell) backed by 45.7% gross margin and $171.1M annual free cash flow.
Live HELE Headlines & Catalysts
MARKET WIREYahoo Finance • 1d ago
Why Helen of Troy Stock Popped Today

Yahoo Finance report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring HELE)

  • ✓Walkthrough of HELE's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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HELE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +29.12%📐 HORIZONTAL RANGE
2026-11-03O $29.71H $30.24L $28.89C $30.24VOL 392.4K
RES: $32.41SUP: $23.22SMA50: $28.16SMA200: $23.99
$32.99$28.81$24.64$20.47$16.29RES $32.41SUP $23.22$30.242026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HELE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 HELE Butterfly Map → + Track HELE →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. -6.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on HELE today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for HELE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for HELE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HELE)

Consumer Discretionary Rank #564 of 1009 ⚔️ CODI vs HELE Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (HELE vs. CODI, ETD, HBB, XMAX)

Industry: Home Furnishings (20 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Helen of Troy Limited (HELE) ranks #564 by composite RQD confidence (49/100, grade D) and #553 by equity capitalization ($675.8M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while HBB leads on capital efficiency and profitability with 21.3% ROIC and 25.7% gross margin. HBB currently holds the highest overall quantitative score in the immediate peer group at 60/100 (C-) compared with HELE at 49/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
HELE ACTIVE
Helen of Troy Limited
D 49/100 — 45.7% -35.0% +4.67% $675.8M Benchmark Subject
CODI
D/B/A Compass Diversified Holdings
E 33/100 — 43.5% 0.4% +4.66% $838.9M /codi-vs-hele →
ETD
Ethan Allen Interiors Inc.
D+ 58/100 9.9x 60.5% 11.8% +3.68% $513.1M /etd-vs-hele →
HBB
Hamilton Beach Brands Holding Company (Class A)
C- 60/100 16.5x 25.7% 21.3% +1.36% $436.5M /hbb-vs-hele →
XMAX
XMAX Inc.
E 32/100 — 25.0% -5.8% -37.49% $416.2M /xmax-vs-hele →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-02-28 • CIK 0000916789 ↗

In its most recent audited fiscal period (FY2025, filed 2026-02-28), Helen of Troy Limited (HELE) reported GAAP revenue of $1.79B (-6.4% vs. FY2024 revenue of $1.91B , and -10.9% cumulative change since FY2023) , GAAP net income of -$899.0M, operating cash flow of $171.1M, and free cash flow of $171.1M (+51.2% YoY). On the balance sheet, HELE closed FY2025 with $2.34B in total assets against $869.0M in total debt (Altman Z-Score: 0.45, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-02-28 $1.79B -$899.0M $171.1M $171.1M $2.34B $869.0M
FY2024 (FY) 2025-02-28 $1.91B $124.0M $113.2M $113.2M $2.97B $725.3M
FY2023 (FY) 2024-02-29 $2.01B $169.0M $306.1M $306.1M — —

3. HELE Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HELE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Helen of Troy Limited (NASDAQ: HELE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $30.24 (+4.67% 1D, market cap $675.8M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 9/20. Across 1009 tracked Consumer Discretionary issuers, HELE ranks #564 in composite RQD confidence.

How does HELE compare to CODI and ETD in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Home Furnishings), HELE carries a Roarable D (49/100 RQD), trailing P/E of N/A, gross margin of 45.7%, and ROIC of -35.0%. By comparison, CODI (D/B/A Compass Diversified Holdings) holds a E grade (33/100 RQD, P/E N/A, ROIC 0.4%, cap $838.9M) and ETD (Ethan Allen Interiors Inc.) posts a D+ grade (58/100 RQD, P/E 9.9x, ROIC 11.8%, cap $513.1M). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while HBB leads on capital efficiency (21.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for HELE?

Per HELE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-02-28, CIK 0000916789), Helen of Troy Limited generated $1.79B in revenue (-6.4% YoY), -$899.0M in net income, and $171.1M in free cash flow against $2.34B in total assets and $869.0M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is HELE trading relative to its 50-day, 200-day, and 52-week technical levels?

HELE last traded at $30.24 (+4.67% on volume of 326,398 shares), positioning the stock +7.39% above its 50-day simple moving average ($28.16) and +26.05% above its 200-day simple moving average ($23.99). Across its 52-week range of $13.85 to $31.98, HELE sits at the 90.4% percentile with a 14-day RSI of 52.1 (NEUTRAL RANGE) and an implied next-earnings move of ±11.9% ($26.64 to $33.84).

Direct Sub-Reports: HELE RQD Cockpit HELE 12M Forecast HELE Earnings & Move HELE Dividends & DRIP HELE Insiders & 13F HELE Whale Options HELE Profit Sankey HELE News & Why
ROARABLE RATING BRIEF • RQD 49/100 (D) ✓ SEC XBRL & RQD VERIFIED

HELE — Helen of Troy Limited: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-02-28

1. Roarable Rating Brief: What This Means to a Prospective Investor

Helen of Troy Limited (HELE) earns a live Roarable RQD composite score of 49/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $30.24 (+4.67% 1D, market capitalization $675.8M).

  • Fundamental Cash Engine (8/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of 45.7%, operating margin of -43.8%, and free cash flow yield of 24.63%.
  • Whale 13F & Options Flow (13/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (8/20): Incorporates a 1.00x equity beta, Altman Z-Score of 0.45, Piotroski F-Score of 6/9, and Debt/Equity of 1.02x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Helen of Troy Limited (HELE) is a NASDAQ-listed operating company in the Home Furnishings industry (Consumer Discretionary sector) with an equity market capitalization of $675.8M. The business operates with a gross margin of 45.7%, an operating margin of -43.8%, and a return on invested capital (ROIC) of -35% (free cash flow yield of 24.63%). Within the Home Furnishings peer group, investor evaluation centers on operating leverage, unit margin durability, and capital allocation efficiency across market cycles.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-02-28), Helen of Troy Limited (HELE) reported $1.79B in annual revenue (up from $1.91B in FY2024, -6.4% YoY) and -$899.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.01B revenue, $169.0M net income) through FY2025, HELE scaled operating cash flow to $171.1M and free cash flow to $171.1M, backed by $2.34B in total assets against $869.0M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 49/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of 24.63% and institutional whale pillar of 13/20. With Fundamental Cash Engine at 8/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $13.85 – $31.98 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -43.8% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

A prospective investor should note that the absence of mapped dependencies means second-order ripple risk cannot be assessed from this dataset.

  • Key Question #1: Can HELE sustain or expand its -43.8% operating margin and -35.0% ROIC against Home Furnishings peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $1.79B and free cash flow of $171.1M, how will capital allocation balance growth reinvestment against $869.0M in total debt?
  • Key Question #3: How sensitive is HELE's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

HELE Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Helen of Troy Limited (HELE) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to HELE Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

HELE Bull vs. Bear Conversation Board — What's Your Call at $30.24?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON HELE 🐻 33% BEARISH CONVICTION
1. Pick Your Side on HELE:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MI MidwestValue RQD DEBATE OPENER • Fundamental Long-Only 🐂 BULLISH 🎯 Target: $36.69 (+27.0%)
📌 Pinned Debate

A 24.63% FCF yield and 15/20 whale-flow pillar point to cash generation and institutional interest that the market may be underpricing.

A 24.63% FCF yield and 15/20 whale-flow pillar point to cash generation and institutional interest that the market may be underpricing.. When you look under the hood at HELE, Fundamental Cash Engine is 8/20 with 45.7% gross margins and -35.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (13/20) has been quietly accumulating below $31.98. My 12M target is $36.69.

CapAlloc_Nerd 🐂 BULL

@MidwestValue Agree on the RQD 49/100 quality, though with 1.0 beta I'm scaling in with half-size at $28.89 and keeping dry powder in case we test $26.87.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $21.96 (-24.0%)
Spot @ $28.89

ROIC of -35%, net margin of -50.3%, and an Altman Z of 0.45 show a loss-making business with elevated leverage and distress-range balan

Here is the bear case nobody on the bull side wants to address on HELE: ROIC of -35%, net margin of -50.3%, and an Altman Z of 0.45 show a loss-making business with elevated leverage and distress-range balance-sheet metrics.. At current EV/EBITDA multiples, even a small guidance miss in Home Furnishings triggers a 12-15% air pocket.

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