Stock Ratings / Consumer Discretionary / HELE / options

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Helen of Troy Limited (HELE) Options Positioning, Max Pain & Unusual Sweeps

$29.71 +1.37% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

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

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

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RQD QUANT TACHOMETERSELL / AVOID • D-

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SEC

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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%

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±12.4%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (HELE)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for HELE.

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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
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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

🦋 HELE Butterfly Map → + Track HELE →

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 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 2026-11-01, 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 × FRED

What is HELE's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for HELE.

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