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

(Not Cousin) Greg | SMB Valuation & Ops posts on X about $hele, q2, acquisition, tariffs the most. They currently have XXX followers and X posts still getting attention that total X engagements in the last XX hours.

Engagements: X #

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Mentions: X #

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Followers: XXX #

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Social category influence finance countries

Social topic influence $hele #15, q2 #244, acquisition, tariffs, china, thailand, $86m, $17b, signals, $326m

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

"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