MARKET WIREYahoo • 3d ago
Is The Chef's Warehouse (CHEF) Stock Outpacing Its Consumer Staples Peers This Year?Here is how Chefs' Warehouse (CHEF) and Helen of Troy (HELE) have performed compared to their sector so far this year.
Why HELE Stock advanced +1.37% Today — RQD Quant Desk Flash
$29.71 +1.37% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $29.73
Helen of Troy Limited (HELE) carries a Roarable Rating of D- (Sell) with 43/100 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 $694.9M
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $29.73 (+0.06%)🧬 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 (43/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-6.7% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D-
3-of-3 JEV AI Jury 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 SNOWFLAKE RADARRw D- · Rk D
Each axis scored 0–20
12M PRICE TARGET CONE-6.8% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HELE)Realized 20D OHLCV Swing Band: ±12.4%
Deterministic 5-Pillar Attribution (43/100 Composite)
🔍 WHY HELE SCORES 43/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Macro Regime Fit+10/20 pts (23% of score)
FRED Regime × Technicals: 87% of 52W Range • RSI-14 at 52.9 (NEUTRAL RANGE)
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+9/20 pts (21% of score)
SEC Form 4 / 13F Thermometer: 45% Net Buy • Disciplined Float (-0.40% YoY Shares)
▼ #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)Grade E$26.51+9.4% Next Q
35
Q2 (-2Q)Grade E$28.99-3.2% Next Q
38
Q3 (-1Q)Grade D$28.07+5.8% Next Q
40
CurrentGrade D-$29.71-6.7% Hist 90D α
43
Trajectory: E (35) → D- (43)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
While HELE currently carries a cautious 43/100 (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 ($28.14) and Max Pain ($31.20) forces dealer call-delta covering toward $33.58.
🚀 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”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why HELE Stock advanced +1.37% Today — RQD Quant Desk Flash
Helen of Troy Limited (HELE) advanced +1.37% to $29.71, trading at 87% 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 87% of its 52-week range ($13.85 – $31.98) with RSI-14 at 52.9 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.4% around $29.71 (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
CATALYSTYahoo • 4d ago
Coty Strengthens AI Search Strategy Through Brandlight PartnershipCOTY partners with Brandlight to boost AI-driven beauty discovery, optimize digital marketing and strengthen brand visibility across generative search platforms.
CATALYSTYahoo • 5d ago
Estee Lauder Gears Up to Report Q1 Earnings: What's in the Offing?EL is poised for Q1 earnings growth, supported by skin care and fragrance demand, digital expansion and cost-saving efforts despite margin pressures.
RISK WATCHYahoo • 5d ago
What Does YETI's Falling Multiple Really Say?For questions about this article or underlying research, email help@trefis.com.
RISK WATCHYahoo • 10d ago
Hydro Flask maker aims tariff refunds at inventory, packagingHelen of Troy plans to spend a portion of its expected $80.5 million refund to clean stock and refresh packaging design.
CATALYSTYahoo • 12d ago
Best Value Stocks to Buy for October 20thAII, UGP and HELE made it to the Zacks Rank #1 (Strong Buy) value stocks list on October 20, 2026.
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
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HELE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +28.34%📐 HORIZONTAL RANGE
2026-10-30O $29.85H $30.41L $28.51C $29.71VOL 392.4K
RES: $32.36SUP: $23.37SMA50: $28.14SMA200: $23.89
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
HELE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
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 (#33)
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 #779 of 1011
⚔️ CODI vs HELE Full Matrix →
1. Head-to-Head Consumer Discretionary Peer Comparison (HELE vs. CODI, XMAX, ETD, HBB)
Industry: Home Furnishings (20 Tracked Issuers)Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Helen of Troy Limited (HELE) ranks #779 by composite RQD confidence (43/100, grade D-) and #552 by equity capitalization ($694.9M). 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. ETD currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with HELE at 43/100 (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- | 43/100 | — | 45.7% | -35.0% | +1.37% | $694.9M | Benchmark Subject |
| CODI D/B/A Compass Diversified Holdings | D- | 36/100 | — | 43.5% | 0.4% | +4.74% | $848.7M | /codi-vs-hele → |
| XMAX XMAX Inc. | D- | 42/100 | — | 25.0% | -5.8% | -0.98% | $524.8M | /xmax-vs-hele → |
| ETD Ethan Allen Interiors Inc. | B- | 70/100 | 9.9x | 60.5% | 11.8% | +4.02% | $508.6M | /etd-vs-hele → |
| HBB Hamilton Beach Brands Holding Company (Class A) | C | 63/100 | 16.5x | 25.7% | 21.3% | +3.21% | $437.0M | /hbb-vs-hele → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2026-02-28 • CIK 0000916789In 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 ENABLEDIs HELE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Helen of Troy Limited (NASDAQ: HELE) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $29.71 (+1.37% 1D, market cap $694.9M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 1011 tracked Consumer Discretionary issuers, HELE ranks #779 in composite RQD confidence.
How does HELE compare to CODI and XMAX in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Home Furnishings), HELE carries a Roarable D- (43/100 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 D- grade (36/100 RQD, P/E N/A, ROIC 0.4%, cap $848.7M) and XMAX (XMAX Inc.) posts a D- grade (42/100 RQD, P/E N/A, ROIC -5.8%, cap $524.8M). 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 $29.71 (+1.37% on volume of 358,122 shares), positioning the stock +5.58% above its 50-day simple moving average ($28.14) and +24.36% above its 200-day simple moving average ($23.89). Across its 52-week range of $13.85 to $31.98, HELE sits at the 87.5% percentile with a 14-day RSI of 52.9 (NEUTRAL RANGE) and an implied next-earnings move of ±12.4% ($26.03 to $33.39).
HELE Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is HELE stock moving today?
Why HELE Stock advanced +1.37% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.