Added to YB: 2026-09-04
Pitch date: 2026-09-02
RGS [bullish]
Regis Corporation
+0.17%
current return
Author Info
No bio for this author
Company Info
Regis Corporation owns and franchises hair care salons primarily in North America. The company operates in two segments, Franchise Salons and Company-Owned Salons.
Market Cap
$71.9M
Pitch Price
$28.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.31
P/E
11.95
EV/Sales
1.55
Sector
Diversified Consumer Services
Category
turnaround
Regis (RGS) Has More Wood To Chop
RGS (overview): Regis’s turnaround rests on pruning low-volume salons and refinancing distressed debt: roughly 200 planned closures skew toward salons at $130-135K AUV versus $256K system-wide, while FY26 SG&A fell to $42M from $46.8M. Assuming $20M of debt paydown and lower interest expense, forecast NTM free cash flow is $16-18M, a 20% equity yield. The unresolved issue is whether $42M of SG&A can generate better brand growth and asset turns.
Read full article (4 min)