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@GregoryPHuang Avatar @GregoryPHuang (Not Cousin) Greg | SMB Valuation & Ops

(Not Cousin) Greg | SMB Valuation & Ops posts on X about $hele, acquisition, tariffs, china the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence #

Social category influence finance XX% countries XX%

Social topic influence $hele 30%, acquisition 20%, tariffs 10%, china 10%, thailand 10%, $86m 10%, signals 10%, fell 10%, translation 10%, $17b XX%

Top assets mentioned Helen Of Troy Ltd (HELE)

Top Social Posts #

Top posts by engagements in the last XX hours

"Sources: Helen of Troy Q2 FY2026 Earnings Release (10/9/25) HELE Investor Presentation (Q2 FY26) Business Wire press release Earnings call transcript (10/9/25)"
X Link @GregoryPHuang 2025-10-15T14:43Z XXX followers, XX engagements

"Tariffs crushed margins: - XX% China XX% Vietnam XX% Thailand - XXX bps gross margin impact = $8.6M in Q2 alone - XX% of revenue decline = tariff- related trade disruption Their response: Price increases (Sept '25) + supply chain diversification (12-24 mo timeline)"
X Link @GregoryPHuang 2025-10-15T14:43Z XXX followers, XX engagements

"CEO Noel Geoffroy: Departed June 2025 Interim CEO (CFO): June-Aug 2025 New CEO Scott Uzzell: Started Sept X (5 weeks before earnings) His quote: "No quick fixes. focused on fixing our foundation" Leadership instability + turnaround language = multi-year recovery at best. For SMBs: Stability = competitive advantage right now"
X Link @GregoryPHuang 2025-10-15T14:43Z XXX followers, XX engagements

"Helen of Troy ($HELE): Q2 earnings beat estimates. Stock FELL XX% anyway. Why Adjusted EPS -XX% ($1.21$0.59). Organic sales -XX% (masked by acquisition). Gross margin -XXX bps despite supplier negotiations. Translation: Even beating expectations isn't enough when fundamentals are broken. What $1.7B HELE's struggle signals for SMBs: 🧵"
X Link @GregoryPHuang 2025-10-15T14:43Z XXX followers, XX engagements

"Despite: $326M impairment (Q2) $740M impairments (H1) GAAP loss of $308M $HELE still generated $23M positive FCF YTD. How Tariff pre-buying (purchased inventory ahead at lower cost) aggressive WC management capex cuts"
X Link @GregoryPHuang 2025-10-15T14:43Z XXX followers, XX engagements

"Headline: Sales -XXX% Reality: Organic -XX% masked by Olive & June acquisition (+7%) Segment breakdown: - Beauty & Wellness: -XXXX% organic - Home & Outdoor: Negative organic"
X Link @GregoryPHuang 2025-10-15T14:43Z XXX followers, XX engagements