- The trend backdrop is active with a 11-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Activity pressure is positive on the latest completed week.
- Activity pressure is constructive, supporting the smart-money activity read.
HELE
NASDAQ
Week ended 24 Jul 2026
Weekly Investor Report
Helen of Troy Ltd · Consumer Defensive · Household & Personal Products
Latest close
28.47 USD
1.3%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 32.2% above the Trend Line and sits at 86.9% of its 52-week range. The latest completed week returned 1.3%, after a 0.3% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is volatility with 54/100 conviction, while the latest news-sentiment score is 52/100. Near-term considerations: volume confirmation is below normal; earnings are due in 70d.
Setup score
56
out of 100
Latest Close
28.47 USD
24 Jul 2026
1W Return
1.3%
latest completed week
4W Return
0.3%
short-term follow-through
12W Return
19.0%
quarterly tape
Trend Breadth
21.2%
11 of 52 weeks active
Volume Ratio
0.8x
vs 13-week average
- Price is below Fair Value, so the market is still discounting the latest tape.
- Next-week expectancy is negative at 37.21% based on similar historical setup states.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
1.3%
Latest completed week; four-week move 0.3%.
Indicator stack
50/66
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Negative 37.21%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Volatility
54/100 conviction; expected move 12.7%.
News sentiment
52/100
54 relevant articles in the latest sentiment read.
Event risk
70d
Next report is scheduled for 08 Oct 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 32.2% above the Trend Line and sits at 86.9% of its 52-week range. The latest completed week returned 1.3%, after a 0.3% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.8x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
30 Jan
6 Feb
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.8712-week average 0.56
12-week confirmation
Trend active11/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership8/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.87Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.3% over four weeks, 19.0% over 12 weeks, and 18.1% over one year. The current trend has remained active for 11 consecutive weeks.
Performance by holding period
Active trend streak11 weeks
Active weeks in one year11
Trend breadth21.2%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.95Latest activity-pressure read.
Pressure change-11.6%Four-week change in activity pressure.
Leadership21.57Latest relative-leadership reading.
RS change36.5%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks weakly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 26 Jul 2026
Financial statements through 28 Feb 2026
Field coverage 85%
Model confidence 85%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength69/100Blend of value, momentum, and quality. Underlying universe rank 32; rank 1 is best.
Value77/100Relative valuation strength. Underlying universe rank 24; rank 1 is best.
Quality13/100Profitability and accounting quality. Underlying universe rank 88; rank 1 is best.
Momentum68/100Medium-term price momentum. Underlying universe rank 33; rank 1 is best.
Growth22/100Revenue and earnings growth. Underlying universe rank 79; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- - Price divided by trailing earnings.
- Price / sales
- 0.4x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 12.1% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 45.4% Gross profit retained from each unit of revenue.
- Operating margin
- -17.3% Operating profit retained from revenue.
- Free-cash-flow margin
- 9.4% Free cash flow generated from revenue.
- Return on invested capital
- -14.8% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -2.5% Latest one-year revenue growth.
- EPS growth
- - Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -5.5% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 4/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- - Cash dividends relative to market value.
- Buyback yield
- -0.1% Net share repurchases relative to market value.
- Shareholder yield
- -0.1% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -2.9x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningVolatility
HELE shows volatility options pressure with a 54/100 conviction score, put-call volume ratio of 0.41, expected move of 12.7%, and Sharemaestro trend signal active.
Conviction54/100
Expected move12.7%
Put/call volume0.41
Insider activity8 / 2
8 acquisitions and 2 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment52/100
Weighted news tone is neutral across 54 relevant articles.
16 positive · 29 neutral · 9 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings70dNext report is scheduled for 08 Oct 2026; event risk rises as the date approaches.
Options expected move12.7%Nearest-chain priced movement where available.
52-week drawdown-7.2%Distance below the 52-week high.
13-week volatility9.4%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
30 Jan
27 Feb
27 Mar
24 Apr
22 May
19 Jun
24 Jul
Weeks higher14 of 2611 weeks finished lower.
Best week+25.2%Week of 24 Apr.
Worst week-11.4%Week of 19 Jun.
Latest week+1.3%Week of 24 Jul.
Shape of recent returns
Strong gains11
Modest gains3
Flat weeks1
Modest losses1
Sharp losses10
Recent vol9.4%13-week weekly-return volatility.
Base vol8.8%52-week weekly-return volatility.
Up/down split27/24Count of positive and negative weeks in the 52-week window.
Average skew7.4% / -6.8%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Consumer Defensive
4-week rank- / 100
Group average-0.3%
Trend breadth49.0%
Trend49.0%active weekly trend signals
MD58.0%positive activity pressure
RS33.0%positive relative leadership
Four-week leaders
IndustryUS Household & Personal Products
4-week rank18 / 28
Group average4.4%
Trend breadth39.3%
Trend39.3%active weekly trend signals
MD85.7%positive activity pressure
RS32.1%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape55/100
Trend, activity pressure, participation, and risk combine to a 55/100 tape read.
Indicator analysis81/100Latest 12-week confirmation: trend 11/12, activity pressure 12/12, relative leadership 8/12.
Activity pressure 0.87; No reversal markers Next-Week ExpectancyNegative 37.21%Next-week expectancy is negative with a 37.21% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors55/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 72; Small Cap Core rank 24 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options56/100HELE shows volatility options pressure with a 54/100 conviction score, put-call volume ratio of 0.41, expected move of 12.7%, and Sharemaestro trend signal active.
Volatility · Volatility expansion watch · Expected move 12.7% Sentiment52/100Weighted news tone is neutral across 54 relevant articles.
Helen of Troy (NASDAQ:HELE) Stock Price Down 6.7% - Here's Why Insiders8 / 28 acquisitions and 2 disposals in the latest 180-day insider tape.
Earnings70dNext report is scheduled for 08 Oct 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 24 Jul 2026 | 28.47 USD | 1.3% | 21.54 USD | 60.06 USD | 0.95 | 21.57 | 2.4M | On |
| 17 Jul 2026 | 28.10 USD | 6.7% | 21.29 USD | 60.79 USD | 1.07 | 18.00 | 2.7M | On |
| 10 Jul 2026 | 26.34 USD | -6.4% | 21.04 USD | 61.47 USD | 1.07 | 6.07 | 4.9M | On |
| 3 Jul 2026 | 28.14 USD | -0.8% | 20.86 USD | 62.13 USD | 1.08 | 15.08 | 1.8M | On |
| 26 Jun 2026 | 28.38 USD | 7.2% | 20.61 USD | 62.67 USD | 1.07 | 15.80 | 3.0M | On |
| 19 Jun 2026 | 26.47 USD | -11.4% | 20.30 USD | 63.18 USD | 1.06 | 2.48 | 2.3M | On |
| 12 Jun 2026 | 29.86 USD | 22.7% | 20.03 USD | 63.64 USD | 1.18 | 17.71 | 2.5M | On |
| 5 Jun 2026 | 24.34 USD | -10.3% | 19.65 USD | 64.07 USD | 1.18 | -2.38 | 2.5M | On |
| 29 May 2026 | 27.14 USD | 5.8% | 19.49 USD | 64.55 USD | 1.30 | 2.92 | 2.2M | On |
| 22 May 2026 | 25.65 USD | 13.4% | 19.20 USD | 65.01 USD | 1.37 | -0.73 | 3.3M | On |
| 15 May 2026 | 22.61 USD | -8.5% | 19.03 USD | 65.49 USD | 1.43 | -12.18 | 3.2M | On |
| 8 May 2026 | 24.71 USD | 3.3% | 18.91 USD | 65.96 USD | 1.33 | -5.67 | 3.9M | Off |
| 1 May 2026 | 23.93 USD | 1.3% | 18.77 USD | 66.43 USD | 0.92 | -4.69 | 3.7M | Off |
| 24 Apr 2026 | 23.62 USD | 25.2% | 18.85 USD | 66.92 USD | 0.29 | -5.56 | 6.4M | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.