HELEN OF TROY LTD, 10-K filed on 4/23/2026
Annual Report
v3.26.1
Cover - USD ($)
$ in Millions
12 Months Ended
Feb. 28, 2026
Apr. 16, 2026
Aug. 31, 2025
Entity Information [Line Items]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Feb. 28, 2026    
Current Fiscal Year End Date --02-28    
Document Transition Report false    
Entity File Number 001-14669    
Entity Registrant Name HELEN OF TROY LIMITED    
Entity Incorporation, State or Country Code D0    
Entity Tax Identification Number 74-2692550    
Entity Address, Address Line One 201 E. Main Street, Suite 300    
Entity Address, City or Town El Paso    
Entity Address, State or Province TX    
Entity Address, Postal Zip Code 79901    
City Area Code (915)    
Local Phone Number 225-8000    
Title of 12(b) Security Common Shares, $0.10 par value per share    
Trading Symbol HELE    
Security Exchange Name NASDAQ    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Shell Company false    
Entity Public Float     $ 560.5
Entity Common Stock, Shares Outstanding   23,257,705  
Documents Incorporated by Reference
Portions of the Proxy Statement for the 2026 Annual General Meeting of Shareholders to be filed within one hundred and twenty days of the fiscal year ended February 28, 2026 (2026 Proxy Statement) are incorporated by reference into Part III of this report to the extent described herein.
   
Entity Central Index Key 0000916789    
Amendment Flag false    
Document Fiscal Year Focus 2026    
Document Fiscal Period Focus FY    
Other Address      
Entity Information [Line Items]      
Entity Address, Address Line One Clarendon House    
Entity Address, Address Line Two 2 Church Street    
Entity Address, City or Town Hamilton HM 11    
Entity Address, Country BM    
v3.26.1
Audit Information
12 Months Ended
Feb. 28, 2026
Audit Information [Abstract]  
Auditor Name GRANT THORNTON LLP
Auditor Location Dallas, Texas
Auditor Firm ID 248
v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Assets, current:    
Cash and cash equivalents $ 18,886 $ 18,867
Receivables, less allowances of $4,923 and $4,294 361,300 428,330
Inventory 455,812 452,615
Prepaid expenses and other current assets 24,146 26,102
Income taxes receivable 5,375 5,798
Total assets, current 865,519 931,712
Property and equipment, net of accumulated depreciation of $193,622 and $200,176 308,021 330,029
Goodwill 472,281 1,182,899
Other intangible assets, net of accumulated amortization of $173,495 and $205,757 372,850 566,756
Operating lease assets 49,371 35,063
Deferred tax assets, net 4,224 67,660
Assets held for sale 23,104 0
Other assets 20,178 17,964
Total assets 2,115,548 3,132,083
Liabilities, current:    
Accounts payable 256,414 269,405
Accrued expenses and other current liabilities 199,606 160,740
Income taxes payable 23,945 26,739
Long-term debt, current maturities 25,000 9,375
Total liabilities, current 504,965 466,259
Long-term debt, excluding current maturities 755,811 907,519
Lease liabilities, non-current 52,884 39,949
Deferred tax liabilities, net 2,699 29,283
Other liabilities, non-current 992 5,634
Total liabilities 1,317,351 1,448,644
Commitments and contingencies
Stockholders’ equity:    
Cumulative preferred stock, non-voting, $1.00 par. Authorized 2,000,000 shares; none issued 0 0
Common stock, $0.10 par. Authorized 50,000,000 shares; 23,077,230 and 22,856,066 shares issued and outstanding 2,308 2,286
Additional paid in capital 384,979 367,106
Accumulated other comprehensive (loss) income (1,877) 2,278
Retained earnings 412,787 1,311,769
Total stockholders’ equity 798,197 1,683,439
Total liabilities and stockholders’ equity $ 2,115,548 $ 3,132,083
v3.26.1
Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Statement of Financial Position [Abstract]    
Receivables allowance $ 4,923 $ 4,294
Accumulated depreciation 193,622 200,176
Accumulated amortization $ 173,495 $ 205,757
Cumulative preferred stock, par value (in dollars per share) $ 1.00 $ 1.00
Cumulative preferred stock, non-voting, authorized shares (in shares) 2,000,000 2,000,000
Cumulative preferred stock, non-voting, issued shares (in shares) 0 0
Common stock, par value (in dollars per share) $ 0.10 $ 0.10
Common stock, authorized shares (in shares) 50,000,000 50,000,000
Common stock, shares issued (in shares) 23,077,230 22,856,066
Common stock, shares outstanding (in shares) 23,077,230 22,856,066
v3.26.1
Consolidated Statements of (Loss) Income - USD ($)
shares in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Income Statement [Abstract]      
Sales revenue, net $ 1,786,290,000 $ 1,907,665,000 $ 2,005,050,000
Cost of goods sold 970,596,000 993,259,000 1,056,390,000
Gross profit 815,694,000 914,406,000 948,660,000
Selling, general and administrative expense (“SG&A”) 708,909,000 705,381,000 669,359,000
Asset impairment charges 885,861,000 51,455,000 0
Restructuring charges 3,005,000 14,822,000 18,712,000
Operating (loss) income (782,081,000) 142,748,000 260,589,000
Non-operating income, net 982,000 838,000 1,518,000
Interest expense 57,739,000 51,922,000 53,065,000
(Loss) income before income tax (838,838,000) 91,664,000 209,042,000
Income tax expense (benefit) 60,144,000 (32,087,000) 40,448,000
Net (loss) income $ (898,982,000) $ 123,751,000 $ 168,594,000
(Loss) earnings per share:      
Basic (in dollars per share) $ (39.08) $ 5.38 $ 7.06
Diluted (in dollars per share) $ (39.08) $ 5.37 $ 7.03
Weighted average shares used in computing (loss) earnings per share:      
Basic (in shares) 23,002 23,012 23,865
Diluted (in shares) 23,002 23,065 23,970
v3.26.1
Consolidated Statements of Comprehensive (Loss) Income - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Statement of Comprehensive Income [Abstract]      
Net (loss) income $ (898,982) $ 123,751 $ 168,594
Other comprehensive (loss) income, net of tax:      
Cash flow hedge activity - interest rate swaps (505) (1,271) (2,477)
Cash flow hedge activity - foreign currency contracts (3,650) 1,450 (371)
Other comprehensive (loss) income (4,155) 179 (2,848)
Comprehensive (loss) income $ (903,137) $ 123,930 $ 165,746
v3.26.1
Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid in Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Beginning balance (in shares) at Feb. 28, 2023   23,994      
Beginning balance at Feb. 28, 2023 $ 1,488,811 $ 2,399 $ 317,277 $ 4,947 $ 1,164,188
Increase (Decrease) in Stockholders' Equity          
Net (loss) income 168,594       168,594
Other comprehensive income (loss), net of tax (2,848)     (2,848)  
Exercise of stock options (in shares)   6      
Exercise of stock options 265 $ 1 264    
Issuance and settlement of restricted stock (in shares)   142      
Issuance and settlement of restricted stock 0 $ 14 (14)    
Issuance of common stock related to stock purchase plan (in shares)   42      
Issuance of common stock related to stock purchase plan 3,970 $ 4 3,966    
Common stock repurchased and retired (in shares)   (433)      
Common stock repurchased and retired (55,222) $ (43) (6,626)   (48,553)
Share-based compensation 33,872   33,872    
Ending balance (in shares) at Feb. 29, 2024   23,751      
Ending balance at Feb. 29, 2024 1,637,442 $ 2,375 348,739 2,099 1,284,229
Increase (Decrease) in Stockholders' Equity          
Net (loss) income 123,751       123,751
Other comprehensive income (loss), net of tax 179     179  
Exercise of stock options (in shares)   6      
Exercise of stock options 352 $ 1 351    
Issuance and settlement of restricted stock (in shares)   85      
Issuance and settlement of restricted stock 0 $ 9 (9)    
Issuance of common stock related to stock purchase plan (in shares)   53      
Issuance of common stock related to stock purchase plan 3,527 $ 5 3,522    
Common stock repurchased and retired (in shares)   (1,039)      
Common stock repurchased and retired (103,188) $ (104) (6,873)   (96,211)
Share-based compensation 21,376   21,376    
Ending balance (in shares) at Feb. 28, 2025   22,856      
Ending balance at Feb. 28, 2025 1,683,439 $ 2,286 367,106 2,278 1,311,769
Increase (Decrease) in Stockholders' Equity          
Net (loss) income (898,982)       (898,982)
Other comprehensive income (loss), net of tax (4,155)     (4,155)  
Issuance and settlement of restricted stock (in shares)   177      
Issuance and settlement of restricted stock 0 $ 18 (18)    
Issuance of common stock related to stock purchase plan (in shares)   95      
Issuance of common stock related to stock purchase plan 2,925 $ 9 2,916    
Common stock repurchased and retired (in shares)   (51)      
Common stock repurchased and retired (1,915) $ (5) (1,910)    
Share-based compensation 16,885   16,885    
Ending balance (in shares) at Feb. 28, 2026   23,077      
Ending balance at Feb. 28, 2026 $ 798,197 $ 2,308 $ 384,979 $ (1,877) $ 412,787
v3.26.1
Consolidated Statements of Cash Flows - USD ($)
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Cash provided by operating activities:      
Net (loss) income $ (898,982,000) $ 123,751,000 $ 168,594,000
Adjustments to reconcile net (loss) income to net cash provided by operating activities:      
Depreciation and amortization 53,295,000 55,048,000 51,499,000
Amortization of financing costs 1,564,000 1,265,000 1,235,000
Non-cash operating lease expense 9,200,000 11,100,000 10,191,000
Provision for credit losses 634,000 (143,000) 6,103,000
Non-cash share-based compensation 16,885,000 21,376,000 33,872,000
Non-cash restructuring charges 0 0 1,772,000
Asset impairment charges 885,861,000 51,455,000 0
Loss on extinguishment of debt 855,000 0 489,000
Gain on sale of distribution and office facilities 0 0 (34,190,000)
Gain on the sale or disposal of property and equipment (286,000) (32,000) (233,000)
Deferred income taxes and tax credits 38,009,000 (75,982,000) 13,210,000
Changes in operating capital, net of effects of acquisition of businesses:      
Receivables 67,949,000 (23,080,000) (18,668,000)
Inventory (3,197,000) (40,599,000) 58,192,000
Prepaid expenses and other current assets (3,968,000) 4,351,000 (2,405,000)
Other assets and liabilities, net (345,000) 546,000 (2,830,000)
Accounts payable (16,454,000) 20,459,000 54,403,000
Accrued expenses and other current liabilities 25,016,000 (40,227,000) (36,287,000)
Accrued income taxes (4,900,000) 3,925,000 1,120,000
Net cash provided by operating activities 171,136,000 113,213,000 306,067,000
Cash (used) provided by investing activities:      
Capital and intangible asset expenditures (39,226,000) (30,072,000) (36,644,000)
Net proceeds (payments) from business acquired 3,880,000 (229,428,000) 0
Payments for purchases of U.S. Treasury Bills (2,156,000) (4,531,000) (9,605,000)
Proceeds from maturities of U.S. Treasury Bills 2,560,000 2,508,000 622,000
Proceeds from sale of distribution and office facilities 0 0 49,456,000
Proceeds from the sale of property and equipment 349,000 180,000 1,620,000
Proceeds (payments) from promissory note 164,000 (1,750,000) 0
Net cash (used) provided by investing activities (34,429,000) (263,093,000) 5,449,000
Cash (used) provided by financing activities:      
Proceeds from revolving loans 566,350,000 1,096,610,000 1,415,511,000
Repayment of revolving loans (936,250,000) (840,460,000) (1,686,580,000)
Proceeds from term loans 250,000,000 0 248,868,000
Repayment of long-term debt (16,406,000) (6,250,000) (246,875,000)
Payment of financing costs (1,392,000) (345,000) (2,025,000)
Proceeds from share issuances under share-based compensation plans 2,925,000 3,879,000 4,235,000
Payments for repurchases of common stock (1,915,000) (103,188,000) (55,222,000)
Net cash (used) provided by financing activities (136,688,000) 150,246,000 (322,088,000)
Net increase (decrease) in cash and cash equivalents 19,000 366,000 (10,572,000)
Cash and cash equivalents, beginning balance 18,867,000 18,501,000 29,073,000
Cash and cash equivalents, ending balance 18,886,000 18,867,000 18,501,000
Supplemental cash flow information:      
Interest paid 55,614,000 50,154,000 52,537,000
Income taxes paid, net of refunds 26,525,000 40,843,000 28,855,000
Supplemental non-cash investing activity:      
Capital expenditures included in accounts payable and accrued expenses $ 7,433,000 $ 6,755,000 $ 7,491,000
v3.26.1
Summary of Significant Accounting Policies and Related Information
12 Months Ended
Feb. 28, 2026
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies and Related Information
Note 1 - Summary of Significant Accounting Policies and Related Information

Corporate Overview

When used in these notes within this Annual Report on Form 10-K (the “Annual Report”), unless otherwise indicated or the context suggests otherwise, references to “the Company”, “our Company”, “Helen of Troy”, “we”, “us”, or “our” refer to Helen of Troy Limited and its subsidiaries, which are all wholly-owned. We refer to our common shares, par value $0.10 per share, as “common stock.” References to “fiscal” in connection with a numeric year number denotes our fiscal year ending on the last day of February, during the year number listed. References to “the FASB” refer to the Financial Accounting Standards Board. References to “GAAP” refer to accounting principles generally accepted in the United States of America (the “U.S.”). References to “ASU” refer to the codification of GAAP in the Accounting Standards Updates issued by the FASB. References to “ASC” refer to the codification of GAAP in the Accounting Standards Codification issued by the FASB.

We incorporated as Helen of Troy Corporation in Texas in 1968 and were reorganized as Helen of Troy Limited in Bermuda in 1994. We are a leading global consumer products company offering creative products and solutions for our customers through a diversified portfolio of brands. Our portfolio of brands includes OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon and Olive & June, among others. As of February 28, 2026, we operated two reportable segments: Home & Outdoor and Beauty & Wellness.

Our Home & Outdoor segment offers a broad range of outstanding world-class brands that help consumers enjoy everyday living inside their homes and outdoors. Our innovative products for home activities include food preparation and storage, cooking, cleaning, organization and beverage service. Our outdoor performance range, on-the-go food storage and beverageware includes lifestyle hydration products, coolers and food storage solutions, backpacks and travel gear. The Beauty & Wellness segment provides consumers with a broad range of outstanding world-class brands for beauty and wellness. In Beauty, we deliver innovation through products such as hair styling appliances, grooming tools, liquid and aerosol personal care products and nail care solutions that help consumers look and feel more beautiful. In Wellness, we are there when you need us most with highly regarded humidifiers, thermometers, water and air purifiers, heaters and fans.

Our business is seasonal due to different calendar events, holidays and seasonal weather and illness patterns. Our fiscal reporting period ends on the last day in February. Historically, our highest sales volume and operating income occur in our third fiscal quarter ending November 30th. We purchase our products from unaffiliated manufacturers, most of which are located in China, Vietnam, Mexico, and the U.S.

On December 16, 2024, we completed the acquisition of Olive & June, LLC (“Olive & June”), an innovative, omni-channel nail care brand. The Olive & June brand and products were added to the Beauty & Wellness segment. The total purchase consideration consists of initial cash consideration of $224.7 million, which is net of cash acquired and a favorable post-closing adjustment of $3.9 million, and contingent cash consideration of up to $15.0 million subject to Olive & June’s performance during calendar years 2025, 2026, and 2027, payable annually. See Note 6 for additional information.
Principles of Consolidation

The accompanying consolidated financial statements are prepared in accordance with GAAP and include all of our subsidiaries. Our consolidated financial statements are prepared in U.S. Dollars. All intercompany balances and transactions are eliminated in consolidation.

The preparation of consolidated financial statements in accordance with GAAP requires management to make estimates and assumptions that affect the amounts reported in our consolidated financial statements and accompanying notes. Actual results may differ materially from those estimates.

Cash and Cash Equivalents

Cash equivalents include all highly liquid investments with an original maturity of three months or less. We maintain cash and cash equivalents at several financial institutions, which at times may not be federally insured or may exceed federally insured limits. We have not experienced any losses in such accounts and believe we are not exposed to any significant credit risks on such accounts. We consider money market accounts to be cash equivalents.

Receivables

Our receivables are comprised of trade receivables from customers, primarily in the retail industry, offset by an allowance for credit losses. Our allowance for credit losses reflects our best estimate of expected credit losses over the receivables’ term, determined principally based on historical experience, specific allowances for known at-risk accounts and consideration of current economic conditions. Our policy is to write off receivables when we have determined they will no longer be collectible. Write-offs are applied as a reduction to the allowance for credit losses and any recoveries of previous write-offs are netted against bad debt expense in the period recovered.

We have a significant concentration of credit risk with three major customers at February 28, 2026, representing approximately 20%, 15%, and 13% of our gross trade receivables, respectively. As of February 28, 2025, our significant concentration of credit risk with three major customers represented approximately 21%, 17%, and 17% of our gross trade receivables, respectively. In addition, as of February 28, 2026 and February 28, 2025, approximately 55% and 62% of our gross trade receivables were due from our five top customers, respectively.

Foreign Currency Transactions

The U.S. Dollar is the functional currency for the Company and all of its subsidiaries and is also the reporting currency for the Company; therefore, we do not have a translation adjustment recorded through accumulated other comprehensive (loss) income. All our non-U.S. subsidiaries’ transactions denominated in other currencies have been remeasured into U.S. Dollars using exchange rates in effect on the date each transaction occurred. In our consolidated statements of (loss) income, foreign currency exchange rate gains and losses resulting from the remeasurement of foreign income taxes receivables and payables and deferred income tax assets and liabilities are recognized in income tax expense (benefit), and all other foreign currency exchange rate gains and losses are recognized in SG&A.

We mitigate certain foreign currency exchange rate risk by using forward contracts to protect against the foreign currency exchange rate risk inherent in our transactions denominated in foreign currencies. For additional information on our derivatives see “Financial Instruments” below.
Inventory and Cost of Goods Sold

Our inventory consists almost entirely of finished goods. Inventories are stated at the lower of average cost or net realizable value. We write down a portion of our inventory to net realizable value based on the historical sales trends of products and estimates about future demand and market conditions, among other factors. Our average costs include the amounts we pay manufacturers for product, tariffs and duties associated with transporting product across national borders, freight costs associated with transporting the product from our manufacturers to our distribution facilities, and general and administrative expenses directly attributable to acquiring inventory, as applicable.

General and administrative expenses directly attributable to acquiring inventory include all the expenses of operating our sourcing activities and expenses incurred for packaging. We capitalized $28.6 million, $23.6 million, and $23.4 million of such general and administrative expenses into inventory during fiscal 2026, 2025 and 2024, respectively. We estimate that $10.6 million and $9.7 million of general and administrative expenses directly attributable to the procurement of inventory were included in our inventory balances on hand at February 28, 2026 and February 28, 2025, respectively.

The “Cost of goods sold” line item in the consolidated statements of (loss) income is comprised of the book value of inventory sold to customers during the reporting period and depreciation expense of tooling, molds and other production equipment. When circumstances dictate that we use net realizable value as the basis for recording inventory, we base our estimates on expected future selling prices less expected disposal costs.

For fiscal 2026, finished goods purchased from vendors in Asia comprised approximately 83% of total finished goods purchased, compared to 79% for both fiscal 2025 and 2024. For fiscal 2026, 2025 and 2024, finished goods purchased from vendors in China comprised approximately 57%, 63% and 62%, respectively, of total finished goods purchased. None of our vendors supplied more than 10% of our product requirements during fiscal 2026, compared to one vendor (located in Mexico) who fulfilled approximately 14% and 12% of our product requirements for fiscal 2025 and 2024, respectively. For fiscal 2026, 2025 and 2024, our top two vendors combined, one of which was located in China and the other in Mexico, fulfilled approximately 15%, 21% and 19% of our product requirements, respectively. For fiscal 2026, 2025 and 2024, our top five vendors fulfilled approximately 27%, 36% and 33% of our product requirements, respectively.

Property and Equipment

These assets are primarily recorded at cost or fair value, if acquired as part of a business combination. Depreciation is recorded on a straight-line basis over the estimated useful lives of the assets. Expenditures for repair and maintenance of property and equipment are expensed as incurred.

Trademark License Agreements, Trade Names, Patents, and Other Intangible Assets

A significant portion of our sales are made subject to trademark license agreements with various licensors. Our license agreements are reported on our consolidated balance sheets at cost, less accumulated amortization. The cost of our license agreements represent amounts paid to licensors to acquire the license or to alter the terms of the license in a manner that we believe to be in our best interest. Certain licenses have extension terms that may require additional payments to the licensor as part of the terms of renewal. We capitalize costs incurred to renew or extend the term of a license agreement and amortize such costs on a straight-line basis over the remaining term or economic life of the agreement, whichever is shorter. Royalty payments are not included in the cost of license agreements. Royalty expense under our license agreements is recognized as incurred and is included in our consolidated statements of (loss) income in SG&A. Net sales revenue subject to trademark license agreements, the majority of which require royalty payments, comprised approximately 32%, 36% and
37% of consolidated net sales revenue for fiscal 2026, 2025 and 2024, respectively. During fiscal 2026, one license agreement accounted for net sales revenue of approximately 10% of consolidated net sales revenue. No other trademark license agreements had associated net sales revenue that accounted for 10% or more of consolidated net sales revenue.

We also sell products under trade names that we own for which we have registered trademarks. Trade names that we acquire through acquisition from other entities are generally recorded on our consolidated balance sheets based upon the appraised fair value of the acquired asset, net of any accumulated amortization and impairment charges. Costs associated with developing trade names internally are recorded as expenses in the period incurred. In certain instances where trade names have readily determinable useful lives, we amortize their costs on a straight-line basis over such lives. In some instances, we have determined that such acquired assets have an indefinite useful life. In these cases, no amortization is recorded. Patents acquired through acquisition, if material, are recorded on our consolidated balance sheets based upon the appraised value of the acquired patents and amortized over the remaining life of the patent. Additionally, we incur certain costs in connection with the design and development of products to be covered by patents, which are capitalized as incurred and amortized on a straight-line basis over the life of the patent in the jurisdiction filed, typically 12 to 14 years.

Other intangible assets include customer relationships, customer lists and non-compete agreements that we acquired. These are recorded on our consolidated balance sheets based upon the fair value of the acquired asset and amortized on a straight-line basis over the remaining life of the asset as determined either by a third-party appraisal or the term of any controlling agreements.

Goodwill, Intangible and Other Long-Lived Assets and Related Impairment Testing

Goodwill is recorded as the difference, if any, between the aggregate consideration paid and the fair value of the net tangible and intangible assets acquired in the acquisition of a business. The fair value of our assets acquired and liabilities assumed, as well as liabilities arising from contingent consideration, are typically based upon valuations performed by independent third-party appraisers.

We review goodwill and indefinite-lived intangible assets for impairment on an annual basis or more frequently whenever events or changes in circumstances indicate that their carrying value may not be recoverable. We consider whether circumstances or conditions exist which suggest that the carrying value of our goodwill and indefinite-lived intangible assets might be impaired. If such circumstances or conditions exist, we perform a qualitative assessment to determine whether it is more likely than not that the assets are impaired. We evaluate goodwill at the reporting unit level (operating segment or one level below an operating segment). We operate two reportable segments, Home & Outdoor and Beauty & Wellness, which are comprised of eight reporting units, one of which did not have any goodwill recorded as of the beginning of fiscal 2026 and two of which were fully impaired during fiscal 2026. If the results of the qualitative assessment indicate that it is more likely than not that the assets are impaired, further steps are required in order to determine whether the carrying value of each reporting unit and indefinite-lived intangible assets exceeds its fair market value. An impairment charge is recognized to the extent the goodwill or indefinite-lived intangible asset recorded exceeds the reporting unit’s or asset’s fair value. We perform our annual impairment testing for goodwill and indefinite-lived intangible assets as of the beginning of the fourth quarter of our fiscal year (see Note 7).

We review intangible assets with definite lives and long-lived assets held and used for impairment whenever a triggering event occurs that indicates their carrying value may not be recoverable. If such circumstances or conditions exist, we assess recoverability based on estimated future pre-tax undiscounted cash flows. If the carrying value exceeds the estimated future pre-tax undiscounted cash flows, further steps are required in order to determine whether the carrying value of each of the individual assets exceeds its fair market value. If our analysis indicates that an individual asset’s carrying value does exceed its fair value, an impairment charge is recognized equal to the excess of the carrying value
over the fair value. We evaluate any long-lived assets held for sale quarterly to determine if estimated fair value less cost to sell has changed during the reporting period.

The assumptions and estimates used in our impairment testing involve significant elements of subjective judgment and analysis by management. While we believe that the estimates and assumptions we use are reasonable at the time made, changes in business conditions or other unanticipated events and circumstances may occur that cause actual results to differ materially from projected results and this could potentially require future adjustments to our asset valuations.

Economic Useful Lives and Amortization of Intangible Assets

Intangible assets consist primarily of trademark license agreements, trade names, customer relationships and lists, patents, and non-compete agreements. We amortize intangible assets over their economic useful lives, unless those assets’ economic useful lives are indefinite. If an intangible asset’s economic useful life is deemed indefinite, that asset is not amortized. The determination of the economic useful life of an intangible asset requires a significant amount of judgment and entails significant subjectivity and uncertainty.  When we acquire an intangible asset, we consider factors such as our plans for the asset, the market for products associated with the asset, economic factors, any legal, regulatory or contractual provisions and industry trends. We consider these same factors when reviewing the economic useful lives of our previously acquired intangible assets as well. We review the economic useful lives of our intangible assets at least annually, typically during the fourth quarter of each fiscal year, or when a triggering event occurs. For certain intangible assets subject to amortization, we use the straight-line method over appropriate periods ranging from 6 to 15 years for trademark licenses, 15 to 30 years for trade names, 4.5 to 19.5 years for customer relationships and lists, and 5 to 20 years for other definite-lived intangible assets (see Note 7).

Financial Instruments

We use foreign currency forward contracts to manage our exposure to changes in foreign currency exchange rates. In addition, we use interest rate swaps to manage our exposure to changes in interest rates. All of our derivative assets and liabilities are recorded at fair value. Derivatives for which we have elected and qualify for hedge accounting include certain of our forward contracts (“foreign currency contracts”) and interest rate swaps. Our foreign currency contracts and interest rate swaps are designated as cash flow hedges and changes in fair value are recorded in Other Comprehensive (Loss) Income (“OCI”) until the hedge transaction is settled, at which point amounts are reclassified from Accumulated Other Comprehensive (Loss) Income (“AOCI”) to our consolidated statements of (loss) income. We evaluate our derivatives designated as cash flow hedges each quarter to assess hedge effectiveness. Foreign currency derivatives for which we have not elected hedge accounting consist of certain forward contracts, and any changes in the fair value of these derivatives are recorded in our consolidated statements of (loss) income. These undesignated derivatives are used to hedge monetary net asset and liability positions. Cash flows from our foreign currency derivatives and interest rate swaps are classified as cash flows from operating activities in our consolidated statements of cash flows, which is consistent with the classification of the cash flows from the underlying hedged item. Accordingly, we present interest paid net of cash flows from our interest rate swaps as supplemental information to our consolidated statements of cash flows. We do not enter into any derivatives or similar instruments for trading or other speculative purposes. We also invest in U.S. Treasury Bills as a component of our capital management strategy, which are recorded at amortized cost. Our investments in U.S. Treasury Bills are classified as held-to-maturity because we have the positive intent and ability to hold the securities to maturity. We invest in U.S. Treasury Bills with maturities ranging from two to five years. See Notes 14, 15 and 16 for more information on our fair value measurements, investments and derivatives.
Income Taxes and Uncertain Tax Positions

The provision for income tax expense is calculated on reported (loss) income before income taxes based on current tax law and includes, in the current period, the cumulative effect of any changes in tax rates from those used previously in determining deferred tax assets and liabilities. Tax laws may require items to be included in the determination of taxable income at different times from when the items are reflected in the financial statements. Deferred tax balances reflect the effects of temporary differences between the financial statement carrying amounts of assets and liabilities and their tax bases, as well as from net operating losses and tax credit carryforwards, and are stated at enacted tax rates in effect for the year taxes are expected to be paid or recovered.

Deferred tax assets represent tax benefits for tax deductions or credits available in future years and require certain estimates and assumptions to determine whether it is more likely than not that all or a portion of the benefit will not be realized. The recoverability of these future tax deductions and credits is determined by assessing the adequacy of future expected taxable income from all sources, including the future reversal of existing taxable temporary differences, taxable income in carryback years, estimated future taxable income and available tax planning strategies. Should a change in facts or circumstances lead to a change in judgment about the ultimate recoverability of a deferred tax asset, we record or adjust the related valuation allowance in the period that the change in facts and circumstances occurs, along with a corresponding increase or decrease in income tax expense.

We record tax benefits for uncertain tax positions based upon management’s evaluation of the information available at the reporting date. To be recognized in the financial statements, the tax position must meet the more-likely-than-not threshold that the position will be sustained upon examination by the tax authority based on its technical merits assuming the tax authority has full knowledge of all relevant information. For positions meeting this recognition threshold, the benefit is measured as the largest amount that has greater than a 50 percent likelihood of being realized upon ultimate settlement. We reevaluate these uncertain tax positions on a quarterly basis. This evaluation is based on factors including, but not limited to, changes in facts or circumstances, changes in tax law, effectively settled issues under audit, historical experience with similar tax matters, guidance from our tax advisors, and new audit activity. For tax positions that do not meet the threshold requirement, we record liabilities for unrecognized tax benefits as a tax expense or benefit in the period recognized or reversed in our consolidated financial statements, including related accrued interest and penalties.

Revenue Recognition

Our revenue is primarily generated from the sale of non-customized consumer products to customers. These products are promised goods that are distinct performance obligations. Revenue is recognized when control of, and title to, the product sold transfers to the customer in accordance with applicable shipping terms, which can occur on the date of shipment or the date of receipt by the customer, depending on the customer and the agreed upon shipping terms. Payment terms from the sale of our products are typically due to us in thirty to ninety days after the date of sale.

We measure revenue as the amount of consideration for which we expect to be entitled in exchange for transferring goods. We allow for sales returns for specified periods of time, which are accounted for as variable consideration. We recognize an accrual for sales returns to reduce sales to reflect our best estimate of future customer returns, determined principally based on historical experience and specific allowances for known pending returns.

Certain customers may receive cash incentives such as customer, trade, and advertising discounts, as well as other customer-related programs, which are also accounted for as variable consideration. In some cases, we apply judgment, such as contractual rates and historical payment trends, when estimating variable consideration. Most of our variable consideration is classified as a reduction to net
sales. In instances when we purchase a distinct good or service from our customer and fair value can be reasonably estimated, these amounts are expensed in our consolidated statements of (loss) income in SG&A. The amount of consideration granted to customers recorded in SG&A was $30.6 million, $54.1 million, and $44.7 million for fiscal 2026, 2025 and 2024, respectively.

Sales taxes and other similar taxes are excluded from revenue. We have elected to account for shipping and handling activities as a fulfillment cost as permitted by the guidance. We generally do not have unsatisfied performance obligations since our performance obligations are satisfied at a single point in time.

Advertising

Advertising costs include cooperative retail advertising with our customers, traditional and digital media advertising and production expenses, and expenses associated with other promotional product messaging and consumer awareness programs. Advertising costs are expensed in the period in which they are incurred and included in our consolidated statements of (loss) income in SG&A. We incurred total advertising costs of $132.5 million, $134.8 million, and $106.8 million during fiscal 2026, 2025 and 2024, respectively, which is inclusive of the amounts described above for consideration granted to customers.

Research and Development Expense

Research and development expenses consist primarily of internal salary and employee benefit expenses and external contracted development efforts and expenses associated with development of products. Expenditures for research activities relating to product design, engineering, development and improvement are generally charged to expense as incurred and are included in our consolidated statements of (loss) income in SG&A. We incurred total research and development expenses of $54.0 million, $53.9 million, and $56.5 million during fiscal 2026, 2025 and 2024, respectively.

Shipping and Handling Revenue and Expense

Shipping and handling revenue and expense are included in our consolidated statements of (loss) income in SG&A. This includes distribution facility costs, third-party logistics costs and outbound transportation costs we incur. Our net expense for shipping and handling was $148.5 million, $156.6 million, and $156.7 million during fiscal 2026, 2025 and 2024, respectively.

Share-Based Compensation Plans

We grant share-based compensation awards to non-employee directors and certain associates under our equity plans. We measure the cost of services received in exchange for equity awards, which include grants of restricted stock awards (“RSAs”), restricted stock units (“RSUs”), performance stock awards (“PSAs”), and performance stock units (“PSUs”), based on the fair value of the awards on the grant date. These awards may be subject to attainment of certain service conditions, performance conditions and/or market conditions. Share-based compensation expense is recognized using an accelerated attribution method for awards subject to graded vesting, over the requisite service period during which the employee is required to provide service in exchange for the award. For awards subject to performance conditions (“Performance Condition Awards”), compensation expense is recognized ratably over the cliff vesting requisite service period to the extent the performance conditions are considered probable. Estimating the number of shares of Performance Condition Awards that are probable of vesting requires judgment, and to the extent actual results or updated estimates differ from our current estimates, such amounts will be recorded as a cumulative adjustment to share-based compensation expense in the period estimates are revised. Share-based compensation expense is recorded ratably for PSAs and PSUs subject to attainment of market conditions (“Market Condition Awards”) during the cliff vesting requisite service
period and is not reversed, except for forfeitures, at the vesting date regardless of whether the market condition is met. We recognize forfeitures as they occur. All share-based compensation expense is recorded net of forfeitures in our consolidated statements of (loss) income.

The grant date fair value of RSAs, RSUs, PSAs, and PSUs is determined using the closing price of our common stock on the date of grant, except for Market Condition Awards, in which case we use a Monte Carlo simulation model. The Monte Carlo simulation model utilizes multiple input variables to estimate the probability that market conditions will be achieved and is applied to the closing price of our common stock on the date of grant. See Note 8 for further information on our share-based compensation plans.
v3.26.1
New Accounting Pronouncements
12 Months Ended
Feb. 28, 2026
Accounting Standards Update and Change in Accounting Principle [Abstract]  
New Accounting Pronouncements
Note 2 - New Accounting Pronouncements

Adopted

In July 2025, the FASB issued ASU 2025-05, Financial Instruments – Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets, which permits entities to elect a practical expedient to assume current conditions as of the balance sheet date will not change for the remaining life of accounts receivable and contract assets when developing forecasts as part of estimating expected credit losses. The amendments in ASU 2025-05 are effective for fiscal years beginning after December 15, 2025, and interim periods within those fiscal years, with early adoption permitted. The amendments should be applied prospectively. We adopted this ASU during the fourth quarter of fiscal 2026, and the adoption did not have a material impact on our consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, which provides qualitative and quantitative updates to the rate reconciliation and income taxes paid disclosures, among others, to enhance the transparency of income tax disclosures, including consistent categories and greater disaggregation of information in the rate reconciliation and disaggregation by jurisdiction of income taxes paid. The amendments in ASU 2023-09 are effective for fiscal years beginning after December 15, 2024, with early adoption permitted. The amendments should be applied prospectively; however, retrospective application is also permitted. This ASU was effective for our Form 10-K for fiscal 2026. We adopted this ASU prospectively to the current annual period, and the adoption did not have a material impact on our consolidated financial statement disclosures. See Note 18 for further details.

Not Yet Adopted

In September 2025, the FASB issued ASU 2025-06, Intangibles – Goodwill and Other – Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, which removes all references to software development project stages and requires entities to start capitalizing software costs when both of the following occur: (i) management has authorized and committed to funding the software project and (ii) it is probable that the project will be completed and the software will be used to perform the function intended. The amendments in ASU 2025-06 are effective for fiscal years beginning after December 15, 2027, and interim periods within those fiscal years, with early adoption permitted as of the beginning of a fiscal year. The amendments can be applied prospectively, retrospectively, or via a modified prospective transition method. This ASU will be effective for us in the first quarter of fiscal 2029. We are currently evaluating the impact this guidance may have on our consolidated financial statements.

In November 2024, the FASB issued ASU 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, which requires disaggregation of certain expenses in the notes to the financial statements in order to provide enhanced transparency into the expense captions presented on the face of the income
statement. The amendments in ASU 2024-03 are effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027, with early adoption permitted. The amendments should be applied prospectively; however, retrospective application is also permitted. This ASU will be effective for our Form 10-K for fiscal 2028 and our Form 10-Q for the first quarter of fiscal 2029. We are currently evaluating the impact this ASU may have on our consolidated financial statement disclosures.
v3.26.1
Leases
12 Months Ended
Feb. 28, 2026
Leases [Abstract]  
Leases
Note 3 - Leases

We determine if an arrangement is or contains a lease at contract inception and determine its classification as an operating or finance lease at lease commencement. We primarily have leases for office space, which are classified as operating leases. Operating leases are included in operating lease assets, accrued expenses and other current liabilities, and lease liabilities, non-current in our consolidated balance sheets. Operating lease assets and operating lease liabilities are recognized based on the present value of the future lease payments over the lease term at commencement date. As most of our lease contracts do not provide an explicit interest rate, we use an estimated secured incremental borrowing rate based on the information available at the commencement date in determining the present value of lease payments.

We include options to extend or terminate the lease in the lease term for accounting considerations when it is reasonably certain that we will exercise that option. Our leases have remaining lease terms of less than 1 year to 20 years. Operating lease expense for lease payments is recognized on a straight-line basis over the lease term. We do not recognize leases with an initial term of twelve months or less on the balance sheet and instead recognize the related lease payments as expense in the consolidated statements of (loss) income on a straight-line basis over the lease term. We account for lease and non-lease components as a single lease component for all asset classes. Our lease agreements do not contain any material residual value guarantees or material restrictive covenants.

Operating lease expense recognized within SG&A in the consolidated statements of (loss) income was $12.8 million, $15.8 million and $14.8 million for fiscal 2026, 2025 and 2024, respectively, and includes short-term lease expense of $3.5 million, $4.7 million and $4.6 million for fiscal 2026, 2025 and 2024, respectively. The non-cash component of lease expense is included as an adjustment to reconcile net income to net cash provided by operating activities in the consolidated statements of cash flows.

A summary of supplemental lease information was as follows:
(in thousands, except lease term and discount rate)February 28, 2026February 28, 2025
Weighted average remaining lease term (years)10.27.1
Weighted average discount rate6.01%5.80%
Cash paid for amounts included in the measurement of lease liabilities$8,569$10,522
Operating lease assets obtained in exchange for operating lease liabilities$19,740$8,963
A summary of our estimated lease payments, imputed interest and liabilities was as follows:
(in thousands)February 28, 2026
Fiscal 2027$10,309 
Fiscal 20289,337 
Fiscal 20298,730 
Fiscal 20308,768 
Fiscal 20318,347 
Thereafter36,494 
Total future lease payments81,985 
Less: imputed interest(22,062)
Present value of lease liability$59,923 

(in thousands)February 28, 2026February 28, 2025
Lease liabilities, current (1)$7,039 $6,111 
Lease liabilities, non-current52,884 39,949 
Total lease liability$59,923 $46,060 
(1)Included as part of accrued expenses and other current liabilities on the consolidated balance sheets.
v3.26.1
Property and Equipment and Assets Held for Sale
12 Months Ended
Feb. 28, 2026
Property, Plant and Equipment [Abstract]  
Property and Equipment and Assets Held for Sale
Note 4 - Property and Equipment and Assets Held for Sale

Property and Equipment

A summary of property and equipment was as follows:
(in thousands)
Estimated Useful 
Lives (Years)
February 28, 2026February 28, 2025
Land  $13,716 $16,689 
Building and leasehold improvements340211,781 240,578 
Software, computer, furniture and other equipment320171,852 179,116 
Tooling, molds and other production equipment
3788,053 87,437 
Construction in progress  16,241 6,385 
Property and equipment, gross   501,643 530,205 
Less: accumulated depreciation   (193,622)(200,176)
Property and equipment, net   $308,021 $330,029 

We recorded $36.2 million, $36.2 million and $33.2 million of depreciation expense including $10.2 million, $11.9 million and $12.6 million in cost of goods sold and $26.0 million, $24.3 million and $20.6 million in SG&A in the consolidated statements of (loss) income for fiscal 2026, 2025 and 2024, respectively.

On September 28, 2023, we completed the sale of our distribution and office facilities in El Paso, Texas, for a sales price of $50.6 million, less transaction costs of $1.1 million. Concurrently, we entered into an agreement to leaseback the office facilities for a period of up to 18 months substantially rent free, which we estimated to have a fair value of approximately $1.9 million. The transaction qualified for sales recognition under the sale leaseback accounting requirements. Accordingly, we increased the sales price by the $1.9 million of prepaid rent and recognized a gain on the sale of $34.2 million within SG&A during fiscal 2024, of which $18.0 million and $16.2 million was recognized by our Beauty & Wellness and Home & Outdoor segments, respectively. We used the proceeds from the sale to repay amounts outstanding under our long-term debt agreement.
Assets Held for Sale

We record assets held for sale in accordance with ASC 360 “Property, Plant, and Equipment,” and present them as single asset amounts in our consolidated financial statements. Assets held for sale consist of assets that we expect to sell within the next year. The assets are reported at the lower of carrying amount or fair value less costs to sell. We cease recording depreciation on assets that are classified as held for sale. If the determination is made that we no longer expect to sell an asset within the next year, the asset is reclassified out of held for sale. We review assets held for sale each reporting period to determine whether the existing carrying amounts are fully recoverable in comparison to estimated fair values less costs to sell.

On February 27, 2026, we entered into an agreement to sell our distribution facility in Southaven, Mississippi, which provides for closing subsequent to a due diligence period. Accordingly, we classified the associated property and equipment totaling $23.1 million, net of accumulated depreciation of $29.9 million, as held for sale as of February 28, 2026.

Subsequent to fiscal 2026, on April 14, 2026, we completed the sale of our distribution facility in Southaven, Mississippi for a total sales price of $82.0 million, less costs to sell of $3.8 million. Accordingly, we recognized a gain on the sale of $54.9 million within SG&A during the first quarter of fiscal 2027, which was recognized by our Beauty & Wellness segment. The final related property and equipment totaling $23.3 million, net of accumulated depreciation of $29.4 million, was derecognized from the consolidated balance sheet. We used the proceeds from the sale to repay amounts outstanding under our credit facility.
v3.26.1
Accrued Expenses and Other Current Liabilities
12 Months Ended
Feb. 28, 2026
Accrued Liabilities, Current [Abstract]  
Accrued Expenses and Other Current Liabilities
Note 5 - Accrued Expenses and Other Current Liabilities

A summary of accrued expenses and other current liabilities was as follows:
(in thousands)February 28, 2026February 28, 2025
Accrued compensation, benefits and payroll taxes$33,838 $16,096 
Accrued sales discounts and allowances44,209 36,600 
Accrued sales returns23,234 20,190 
Accrued advertising25,961 25,716 
Other72,364 62,138 
Total accrued expenses and other current liabilities$199,606 $160,740 
v3.26.1
Acquisition of Olive & June
12 Months Ended
Feb. 28, 2026
Business Combination [Abstract]  
Acquisition of Olive & June
Note 6 - Acquisition of Olive & June

On December 16, 2024, we completed the acquisition of 100% of the membership interests of Olive & June, an innovative, omni-channel nail care brand. Olive & June products deliver a salon-quality experience at home and include nail polish, press-on nails, manicure and pedicure systems, grooming tools and nail care essentials. The acquisition of Olive & June complements and broadens our existing Beauty portfolio beyond the hair care category. The Olive & June brand and products were added to the Beauty & Wellness segment. The total purchase consideration consists of initial cash consideration of $224.7 million, which is net of cash acquired and a favorable post-closing adjustment of $3.9 million, and contingent cash consideration of up to $15.0 million subject to Olive & June’s performance during calendar years 2025, 2026, and 2027, payable annually. The acquisition was funded with cash on hand and borrowings under our existing revolving credit facility. We incurred pre-tax acquisition-related expenses of $3.0 million during fiscal 2025, which were recognized in SG&A within our consolidated statement of income.

The contingent cash consideration of up to $15.0 million is payable annually in three equal installments subject to Olive & June achieving certain annual adjusted earnings before interest, taxes, depreciation and amortization (“EBITDA”) targets during calendar years 2025, 2026 and 2027. If the annual adjusted
EBITDA target is not met, no payment is required. As of the acquisition date, we recorded a liability for the estimated fair value of the contingent consideration of $4.1 million, of which $1.8 million and $2.3 million was included within accrued expenses and other current liabilities and other liabilities, non-current, respectively, in our consolidated balance sheet. This contingent consideration liability is remeasured at fair value each reporting period until the contingency is resolved, with changes in fair value recognized in SG&A. We made a contingent consideration payment of $5.0 million in April 2026 based upon Olive & June’s achievement of the adjusted EBITDA target for calendar year 2025. See Note 14 for additional information regarding the estimated fair value of our contingent consideration liability.

We accounted for the acquisition as a purchase of a business and recorded the excess of the purchase price over the estimated fair value of the assets acquired and liabilities assumed as goodwill. The goodwill recognized is attributable primarily to expected synergies including leveraging our operational scale, existing customer relationships and distribution capabilities. The goodwill is deductible for income tax purposes and subject to valuation allowance analysis. We have determined the appropriate fair values of the acquired intangible assets and completed our analysis of the economic lives of the assets acquired. We assigned $51.0 million to trade names and are amortizing over a 15 year expected life. We assigned $8.0 million to customer relationships and are amortizing over a 8.5 year expected life, based on historical attrition rates. We assigned $1.6 million to non-compete agreements and are amortizing over a 5 year expected life.

During the first quarter of fiscal 2026, we made adjustments to provisional asset and liability balances, which resulted in a corresponding net decrease to goodwill of $0.3 million. We also finalized the net working capital adjustment during the first quarter of fiscal 2026, which resulted in a $3.9 million reduction to the total purchase consideration and goodwill. During the third quarter of fiscal 2026, we made adjustments to a provisional current liability balance, which resulted in a corresponding de minimis increase to goodwill.

The following table presents the estimated fair values of assets acquired and liabilities assumed at the acquisition date:
(in thousands)
Assets: 
Receivables$13,182 
Inventory15,121 
Prepaid expenses and other current assets3,920 
Property and equipment1,490 
Goodwill150,726 
Trade names - definite51,000 
Customer relationships - definite
8,000 
Other intangible assets - definite
1,600 
Other assets
275 
Total assets245,314 
Liabilities:
Accounts payable5,614 
Accrued expenses and other current liabilities12,731 
Other liabilities, non-current
2,300 
Total liabilities20,645 
Net assets recorded$224,669 
The impact of the acquisition of Olive & June on our consolidated statement of income for fiscal 2025 was as follows:
December 16, 2024 (acquisition date) through February 28, 2025
(in thousands, except loss per share data)
Fiscal Year Ended February 28, 2025 (1)
Sales revenue, net$23,010 
Net loss
(1,755)
Loss per share:
Basic$(0.08)
Diluted(0.08)
(1)Represents approximately eleven weeks of operating results from Olive & June, acquired December 16, 2024. Net loss and loss per share amounts include acquisition-related expenses, share-based compensation expense, amortization expense, interest expense and income tax expense.

The following supplemental unaudited pro forma information presents our financial results as if the acquisition of Olive & June had occurred on March 1, 2023. This supplemental pro forma information has been prepared for comparative purposes and does not necessarily indicate what may have occurred if the acquisition had been completed on March 1, 2023, and this information is not intended to be indicative of future results:
Fiscal Years Ended the Last Day of February,
(in thousands, except earnings per share data)
2025 (1)
2024
Sales revenue, net$1,980,423 $2,080,566 
Net income123,883 176,893 
Earnings per share:
Basic$5.38 $7.41 
Diluted5.37 7.38 
(1)Pro forma net income and earnings per share amounts for fiscal 2025 include acquisition-related expenses incurred by Olive & June and the Company of $8.9 million and $3.0 million, respectively, amortization expense of $4.7 million, and interest expense of $2.4 million.

These amounts have been calculated after adjusting the results of Olive & June to reflect the effect of income taxes and amortization expense for definite-lived intangible assets recognized as part of the business combination as if the acquisition had occurred on March 1, 2023.
v3.26.1
Goodwill and Intangibles
12 Months Ended
Feb. 28, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Intangibles
Note 7 - Goodwill and Intangibles

Amortization expense is recorded for intangible assets with definite useful lives and is reported within SG&A in our consolidated statements of (loss) income. Some of our goodwill is held in jurisdictions that allow deductions for tax purposes; however, in some of those jurisdictions we have no tax basis for the associated goodwill recorded. Accordingly, some of our goodwill is not deductible for tax purposes. We perform annual impairment testing each fiscal year and interim impairment testing, if necessary, as described in Note 1. We write down any asset deemed to be impaired to its fair value.

During each quarter of fiscal 2026, we concluded that a goodwill impairment triggering event had occurred due to a further sustained decline in our stock price, resulting in our carrying value (excluding long-term debt) exceeding the Company’s total enterprise value (market capitalization plus long-term debt). Additional factors that contributed to these conclusions included downward revisions to our internal forecasts and strategic long-term plans, which reflect the tariff policies in effect and the related macroeconomic environment at the end of each quarter of fiscal 2026, including the corresponding impact on consumer spending and retailer orders. These factors were applicable to all of our reporting units, indefinite-lived trademark licenses and trade names and definite-lived trademark licenses, trade names and certain other intangible assets. Thus, we performed quantitative impairment testing on our
goodwill and intangible assets described above during each quarter of fiscal 2026, all of which resulted in the recognition of impairment charges, which are further described below.

During the second and fourth quarters of fiscal 2025, we concluded a goodwill impairment triggering event had occurred due to a continued sustained decline in our stock price, resulting in our carrying value (excluding long-term debt) exceeding the Company’s total enterprise value (market capitalization plus long-term debt). Additional factors that contributed to this conclusion included downward revisions to our internal forecasts and strategic long-term plans. These factors were applicable to all of our reporting units, indefinite-lived and definite-lived trademark licenses and trade names and certain other intangible assets, as applicable. Thus, we performed quantitative impairment testing on our goodwill and intangible assets described above. The quantitative assessments performed during the second quarter of fiscal 2025 did not result in impairment of our goodwill or intangible assets. The quantitative assessments performed during the fourth quarter of fiscal 2025 resulted in the recognition of impairment charges, which are further described below.

We estimate the fair value of our trade names and trademark licenses using the relief from royalty method income approach which is based upon projected future discounted cash flows (“DCF Model”). We estimate the fair value of our customer relationships and lists using the distributor method income approach which is based upon a DCF Model. After adjusting the carrying values of our indefinite-lived and definite-lived intangible assets, the Company completed quantitative impairment testing for goodwill. We estimate the fair value of our reporting units using an income approach based upon projected future discounted cash flows.

Based on the outcome of these assessments, we recognized pre-tax asset impairment charges as follows:
Fiscal Years Ended Last Day of February
(in thousands)20262025
Home & Outdoor (1)
$332,565 $— 
Beauty & Wellness (2)553,296 51,455 
Total
$885,861 $51,455 
(1)Asset impairment charges recognized for our Home & Outdoor segment included charges for our Hydro Flask and Osprey businesses of $184.4 million and $148.1 million, respectively, during fiscal 2026.
(2)Asset impairment charges recognized for our Beauty & Wellness segment included charges for our Health & Wellness, Drybar, Curlsmith and Revlon businesses of $242.2 million, $154.5 million, $133.0 million and $23.5 million, respectively, during fiscal 2026, and a charge for our Drybar business of $51.5 million during fiscal 2025.

During the first quarter of fiscal 2026, in connection with our annual budgeting and forecasting process, management reduced its forecasts for net sales revenue, gross margin and earnings before interest and taxes to reflect the tariff policies in effect and the related macroeconomic environment at the end of our first quarter of fiscal 2026, including the corresponding impact on consumer spending and retailer orders, as applicable. The revised forecasts also resulted in management selecting lower residual growth rates, which were also reflective of revised long-term industry growth expectations, and royalty rates, as applicable. During the second, third and fourth quarters of fiscal 2026, management further reduced its forecasts for net sales revenue, gross margin and earnings before interest and taxes to reflect the tariff policies in effect, timing of corresponding price increases inclusive of the impact of stop shipment actions to support consistent adoption and the related macroeconomic environment at the end of each quarter of fiscal 2026, including the impact on consumer spending, retailer orders and China cross border ecommerce due to a shift to localized distribution, as applicable. Our forecasts for fiscal 2027 were also updated during the fourth quarter of fiscal 2026, in connection with our annual budgeting process, which primarily resulted in an increase in operating expense, shifts in sales forecasts between brands and a reduction to the residual growth rate assumption for one of our reporting units.
During fiscal 2025, our Drybar business continued to experience a decline in net sales revenue due to lower consumer demand, increased competition, and net distribution declines, all of which contributed to reduced earnings and cash flows. In connection with our annual budgeting and forecasting process during the fourth quarter of fiscal 2025, management reduced its forecasts of Drybar’s net sales revenue growth, gross margin and earnings before interest and taxes which also resulted in management selecting a lower royalty rate.

Refer to Note 14 for additional information on our valuation method and related assumptions and estimates. For additional information regarding the testing and analysis performed, refer to Item 7., “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” including “Critical Accounting Policies and Estimates” included within this Annual Report.

We performed our annual impairment testing of our goodwill and indefinite-lived intangible assets during the fourth quarter of fiscal 2024 and determined based on our qualitative assessment that it was not more likely than not that the fair value of each reporting unit and indefinite-lived intangible asset was lower than its carrying value. Therefore, quantitative testing in fiscal 2024 was not required. Accordingly, no impairment charges were recorded during fiscal 2024.
The following table summarizes the changes in our goodwill by segment for fiscal 2026 and 2025:
(in thousands)Home &
 Outdoor
Beauty &
Wellness
Total
Gross carrying amount as of February 29, 2024
$491,777 $574,953 $1,066,730 
Accumulated impairment as of February 29, 2024
— — — 
Net carrying amount as of February 29, 2024
$491,777 $574,953 $1,066,730 
Acquisitions (1)— 154,839 154,839 
Impairment charges (2)— (38,670)(38,670)
Gross carrying amount as of February 28, 2025
491,777 729,792 1,221,569 
Accumulated impairment as of February 28, 2025
— (38,670)(38,670)
Net carrying amount as of February 28, 2025
$491,777 $691,122 $1,182,899 
Acquisitions (3) (4,113)(4,113)
Impairment charges (4)(229,058)(477,447)(706,505)
Gross carrying amount as of February 28, 2026
491,777 725,679 1,217,456 
Accumulated impairment as of February 28, 2026
(229,058)(516,117)(745,175)
Net carrying amount as of February 28, 2026
$262,719 $209,562 $472,281 
(1)Reflects the goodwill recorded in the Beauty & Wellness segment in connection with the acquisition of Olive & June on December 16, 2024. For additional information see Note 6.
(2)Reflects the goodwill impairment charge of $38.7 million recorded in the Beauty & Wellness segment to reduce our Drybar’s reporting unit’s goodwill to $134.3 million as of February 28, 2025.
(3)Reflects a favorable post-closing adjustment to goodwill recorded in the Beauty & Wellness segment during the first quarter of fiscal 2026, partially offset by an increase to goodwill for adjustments to a provisional current liability balance during the third quarter of fiscal 2026 in connection with the acquisition of Olive & June on December 16, 2024. For additional information see Note 6.
(4)Reflects the goodwill impairment charges of $115.9 million and $113.1 million related to our Hydro Flask and Osprey reporting units, respectively, recorded in the Home & Outdoor segment and $235.2 million, $134.3 million and $107.9 million related to our Heath & Wellness, Drybar and Curlsmith reporting units, respectively, recorded in the Beauty & Wellness segment. The remaining carrying values of the Osprey, Health & Wellness and Curlsmith reporting units’ goodwill as of February 28, 2026 were $96.6 million, $49.7 million and $9.2 million, respectively. The goodwill impairment charges recognized for the Hydro Flask and Drybar reporting units reduced the carrying values of their goodwill to zero.
The following table summarizes the components of our other intangible assets as follows:
February 28, 2026 (1)February 28, 2025 (1)
(in thousands)Gross Carrying AmountAccumulated AmortizationNet Carrying AmountGross Carrying AmountAccumulated AmortizationNet Carrying Amount
Indefinite-lived:
Trademark licenses
$7,400 $ $7,400 $7,400 $— $7,400 
Trade names (2)257,200  257,200 358,200 — 358,200 
Definite-lived:
Trademark licenses (3)45,385 (3,757)41,628 75,050 (9,454)65,596 
Trade names (4)53,004 (4,246)48,758 89,365 (14,030)75,335 
Customer relationships and lists (5)125,001 (115,034)9,967 168,201 (120,932)47,269 
Other intangibles (6)58,355 (50,458)7,897 74,297 (61,341)12,956 
Total $546,345 $(173,495)$372,850 $772,513 $(205,757)$566,756 
(1)Balances as of February 28, 2026 and February 28, 2025 include intangible assets recorded in connection with the acquisition of Olive & June on December 16, 2024. For additional information see Note 6.
(2)Balances as of February 28, 2026 reflect total impairment charges of $97.0 million, which includes $55.0 million related to our Hydro Flask trade name, $35.0 million related to our Osprey trade name and $7.0 million related to our PUR trade name. The remaining carrying values of the Osprey and PUR trade names as of February 28, 2026 were $135.0 million and $47.0 million, respectively. The impairment charges were recorded in the Home & Outdoor segment for Hydro Flask and Osprey and in the Beauty & Wellness segment for PUR. The remaining carrying value of the Hydro Flask trade name of $4.0 million was reclassified to a definite-lived trade name as of November 30, 2025 and was subsequently fully impaired during the fourth quarter of fiscal 2026 as discussed below in footnote 4 to this table.
(3)Balances as of February 28, 2026 reflect total impairment charges recorded in the Beauty & Wellness segment of $23.5 million related to our Revlon trademark license. The remaining carrying value of this trademark license as of February 28, 2026 was $39.4 million. As of November 30, 2025, the remaining useful life of the Revlon trademark license was revised from approximately 35 years to 10 years, which will increase annual amortization expense by approximately $2.9 million.
(4)Balances as of February 28, 2026 reflect total impairment charges of $26.1 million, which includes $15.4 million related to our Curlsmith trade name, $6.7 million related to our Drybar trade name and $3.9 million related to our Hydro Flask trade name. The Hydro Flask trade name impairment charge was recorded during the fourth quarter of fiscal 2026, as its remaining carrying value was reclassified to a definite-lived trade name as of November 30, 2025. Impairment charges recognized during fiscal 2026 on the Hydro Flask trade name prior to November 30, 2025 are discussed above in footnote 2 to this table. The remaining carrying value of the Curlsmith trade name as of February 28, 2026 was $1.9 million. The impairment charges recognized for the Drybar and Hydro Flask trade names reduced the carrying values of these assets to zero. The impairment charges were recognized in the Beauty & Wellness segment for Curlsmith and Drybar and in the Home & Outdoor segment for Hydro Flask. Balances as of February 28, 2025 reflect an impairment charge of $12.8 million to reduce the carrying value of the Drybar trade name to $7.0 million as of February 28, 2025.
(5)Balances as of February 28, 2026 reflect total impairment charges of $29.2 million, which includes $10.7 million related to our Drybar customer relationship, $9.7 million related to our Curlsmith customer relationship and $8.8 million related to our Hydro Flask customer relationship. The impairment charges were recorded in the Beauty & Wellness segment for Curlsmith and Drybar and in the Home & Outdoor segment for Hydro Flask. The impairment charges reduced the carrying values of these assets to zero.
(6)Balances as of February 28, 2026 reflect total impairment charges of $3.6 million, which includes $2.8 million and $0.8 million recorded in the Beauty & Wellness and Home & Outdoor segments, respectively, related to Drybar and Hydro Flask other intangibles which reduced the carrying values of these assets to zero.
The following tables summarize amortization expense related to our other intangible assets as follows:
Aggregate Amortization Expense (in thousands)
 
Fiscal 2026$17,059 
Fiscal 202518,875 
Fiscal 202418,326 

Estimated Amortization Expense (in thousands)
 
Fiscal 2027$13,102 
Fiscal 202810,436 
Fiscal 202910,408 
Fiscal 203010,111 
Fiscal 20319,281 
v3.26.1
Share-Based Compensation Plans
12 Months Ended
Feb. 28, 2026
Share-Based Payment Arrangement [Abstract]  
Share-Based Compensation Plans
Note 8 - Share-Based Compensation Plans

During the fiscal year, we had equity activity under two expired and two active share-based compensation plans. The expired plans consist of the 2008 Stock Incentive Plan (the “2008 Plan”) and 2018 Stock Incentive Plan (the “2018 Plan”). The active plans consist of the 2025 Stock Incentive Plan (the “2025 Plan”) and the 2018 Employee Stock Purchase Plan (the “2018 ESPP”). The plans are administered by the Compensation Committee of the Board of Directors, which consists of non-employee directors who are independent under the applicable listing standards for companies traded on the NASDAQ Stock Market LLC.

2025 Plan

On August 20, 2025, our shareholders approved the 2025 Plan which replaced the 2018 Plan. The 2025 Plan permits the granting of stock options, stock appreciation rights, restricted stock, restricted stock units and other stock-based awards. As of February 28, 2026, the 2025 Plan had 1,102,944 shares available for future issuance, including shares which remained available for issuance under the 2018 Plan immediately prior to August 20, 2025.

2018 Plan

On August 20, 2025, our 2018 Plan was replaced by the 2025 Plan. As a result, the 2018 Plan terminated on August 20, 2025, but continues to apply to awards granted under the 2018 Plan before such date.

2018 ESPP

On August 22, 2018, our shareholders approved the 2018 ESPP. The aggregate number of shares of common stock that may be purchased under the 2018 ESPP will not exceed 750,000 shares. Under the terms of the plan, associates may authorize the withholding of up to 15% of their wages or salaries to purchase our shares of common stock, not to exceed $25,000 of the fair market value of such shares for any calendar year. The purchase price for shares acquired under the 2018 ESPP is equal to the lower of 85% of the share’s fair market value on either the first day of each option period or the last day of each period. The plan will expire by its terms on September 1, 2028. Shares of common stock purchased under the 2018 ESPP vest immediately at the time of purchase. During fiscal 2026, there were 94,685 shares purchased under the plan.
Share-Based Compensation Expense

We recorded share-based compensation expense in SG&A as follows:
 Fiscal Years Ended Last Day of February,
(in thousands)
2026 (1)
20252024
Directors’ stock compensation$784 $785 $787 
Service Condition Awards16,983 11,407 12,345 
Performance Condition Awards(3,634)3,611 5,746 
Market Condition Awards1,862 4,529 13,790 
Employee stock purchase plan890 1,044 1,204 
Share-based compensation expense16,885 21,376 33,872 
Less: income tax benefits(1,444)(1,240)(2,110)
Share-based compensation expense, net of income tax benefits$15,441 $20,136 $31,762 
(1)Share-based compensation expense during fiscal 2026 includes a benefit for Performance Condition Awards, as a result of a change in estimate from target achievement to zero percent achievement for certain Performance Condition Awards granted during fiscal 2026, 2025 and 2024.

Stock Options

There have been no new grants of options since fiscal 2017 and all options outstanding at February 28, 2025 were exercisable. A summary of stock option activity under our 2008 plan was as follows:
(in thousands, except contractual term and per share data)
Options 
Weighted
Average
Exercise
Price
(per share) 
Weighted
Average
Remaining
Contractual
Term
(in years)
Intrinsic
Value 
Outstanding at February 28, 2025
4 $87.61 0.2$ 
Expirations(4)87.61 
Outstanding at February 28, 2026
 $ $ 
Exercisable at February 28, 2026
 $ $ 

No options were exercised during fiscal 2026. The total intrinsic value of options exercised during fiscal 2025 and 2024, was $0.2 million and $0.3 million, respectively.

Director Restricted Stock Awards

During fiscal 2026, we issued under the 2018 Plan and 2025 Plan, 29,080 RSAs to non-employee members of the Board of Directors with a total grant date fair value of $0.8 million or $26.97 per share. The RSAs vested immediately, and accordingly, were expensed immediately. The total fair value of RSAs granted to our non-employee members of the Board of Directors that vested immediately on grant dates in both fiscal 2025 and 2024 was $0.8 million.
Service Condition Awards

We grant RSAs and RSUs to associates, which primarily have specified graded vesting terms over two to four years, “Service Condition Awards.” A summary of Service Condition Awards activity during fiscal 2026 follows:
(in thousands, except per share data)Number of
Service Condition Awards
Weighted Average
Grant Date Fair Value
(per share)
Outstanding at February 28, 2025
268 $107.29 
Granted433 43.64 
Vested(148)95.79 
Forfeited(101)73.55 
Outstanding at February 28, 2026
452 $57.61 

The total fair value of Service Condition Awards that vested in fiscal 2026, 2025 and 2024 was $5.5 million, $8.8 million and $6.2 million, respectively. The weighted average grant date fair value of Service Condition Awards granted during fiscal 2026, 2025 and 2024 was $43.64, $99.20 and $109.97, respectively.

Performance Condition Awards

We grant Performance Condition Awards to certain officers and associates, which cliff vest after three years. The vesting of these awards is contingent upon meeting one or more defined operational performance metrics over a three year performance period. The quantity of shares ultimately awarded can range from 0% to 200% of “Target”, as defined in the award agreement as 100%, based on the level of achievement against the defined operational performance metrics. A summary of Performance Condition Awards activity during fiscal 2026 follows and reflects all PSAs granted and outstanding at maximum achievement of 200% of Target:
(in thousands, except per share data)Number of Performance Condition Awards Weighted Average
Grant Date Fair Value
(per share)
Outstanding at February 28, 2025
421 $112.67 
Granted256 49.11 
Vested   
Forfeited (1)(221)112.58 
Outstanding at February 28, 2026
456 $77.02 
(1)Includes fiscal 2023 Performance Condition Awards which had a performance achievement level of 0%.

No Performance Condition Awards vested in fiscal 2026 and 2025. The total fair value of Performance Condition Awards that vested in fiscal 2024 was $7.5 million. The weighted average grant date fair value of Performance Condition Awards granted during fiscal 2026, 2025 and 2024 was $49.11, $89.50 and $110.83, respectively.

Market Condition Awards

We grant Market Condition Awards to certain officers and associates, which cliff vest after three years. The vesting of these awards is primarily contingent upon meeting specified stock price return targets compared to a predetermined peer group over a three year period. The quantity of shares ultimately awarded typically can range from 0% to 200% of “Target”, as defined in the award agreement as 100%, based on the level of achievement against the defined targets. A summary of Market Condition Awards
activity during fiscal 2026 follows and reflects all PSAs granted and outstanding at maximum achievement of 200% of Target:
(in thousands, except per share data)Number of Market Condition Awards Weighted Average
Grant Date Fair Value
(per share)
Outstanding at February 28, 2025
241 $102.48 
Granted219 26.47 
Vested  
Forfeited (1)
(155)98.28 
Outstanding at February 28, 2026
305 $50.32 
(1)Includes fiscal 2023 Market Condition Awards which had a performance achievement level of 0%.

No Market Condition Awards vested in fiscal 2026, 2025 or 2024. The weighted average grant date fair value of Market Condition Awards granted during fiscal 2026, 2025 and 2024 was $26.47, $91.19 and $80.49, respectively.

The fair value of our Market Condition Awards are estimated using a Monte Carlo simulation model. The Monte Carlo simulation model utilizes multiple input variables to estimate the probability that market conditions will be achieved and is applied to the closing price of our common stock on the date of grant. The input variables utilized are included in the table below:
Fiscal Years Ended Last Day of February,
202620252024
Expected term in years333
Risk free interest rate3.9 %4.3 %4.6 %
Expected volatility 49.0 %41.0 %46.0 %
Expected dividend yield (1) %— %— %
(1)The Monte Carlo method assumes a reinvestment of dividends.

The expected term is consistent with the explicit service period and the risk free interest rate is based on U.S. Treasury securities with maturities equal to the expected term of the awards. Expected volatility is based equally on the historical volatility of our stock prices over the expected term of the awards and at-the-money call options traded on or near the grant date of the awards.

Unrecognized Share-Based Compensation Expense

As of February 28, 2026, our total unrecognized share-based compensation for all awards was $15.0 million, which will be recognized over a weighted average amortization period of 1.8 years. The total unrecognized share-based compensation reflects a weighted average estimate of 83% and 81% of Target achievement for Performance Condition Awards granted during fiscal 2026 and 2025, respectively, and an estimate of zero percent of Target achievement for Performance Condition Awards granted during fiscal 2024.
v3.26.1
Defined Contribution Plans
12 Months Ended
Feb. 28, 2026
Retirement Benefits, Description [Abstract]  
Defined Contribution Plans
Note 9 - Defined Contribution Plans

We sponsor defined contribution savings plans in the U.S. and other countries where we have associates. Total company matching contributions made to these plans for fiscal 2026, 2025 and 2024 were $7.1 million, $6.7 million and $6.0 million, respectively.
v3.26.1
Repurchases of Common Stock
12 Months Ended
Feb. 28, 2026
Equity [Abstract]  
Repurchases of Common Stock
Note 10 - Repurchases of Common Stock

In August 2024, our Board of Directors authorized the repurchase of up to $500 million of our outstanding common stock. The authorization became effective August 20, 2024, for a period of three years, and
replaced our former repurchase authorization. These repurchases may include open market purchases, privately negotiated transactions, block trades, accelerated stock repurchase transactions, or any combination of such methods. As of February 28, 2026, our repurchase authorization allowed for the purchase of $498.0 million of common stock.

Our current equity-based compensation plans include provisions that allow for the “net exercise” of share-settled awards by all plan participants. In a net exercise, any required payroll taxes, federal withholding taxes and exercise price of the shares due from the option or other share-based award holders are settled by having the holder tender back to us a number of shares at fair value equal to the amounts due. Net exercises are treated as repurchases of shares.

The following table summarizes our share repurchase activity for the periods shown:
 Fiscal Years Ended Last Day of February,
(in thousands, except share and per share data)202620252024
Common stock repurchased on the open market:   
Number of shares 1,011,243 381,200 
Aggregate value of shares$ $100,019 $50,006 
Average price per share$ $98.91 $131.18 
Common stock received in connection with share-based compensation:   
Number of shares51,025 27,453 51,332 
Aggregate value of shares$1,915 $3,169 $5,216 
Average price per share$37.53 $115.42 $101.60 
v3.26.1
Restructuring Plan
12 Months Ended
Feb. 28, 2026
Restructuring and Related Activities [Abstract]  
Restructuring Plan
Note 11 - Restructuring Plan

During fiscal 2023, we initiated a global restructuring plan intended to expand operating margins through initiatives designed to improve efficiency and effectiveness and reduce costs (referred to as “Project Pegasus”). As part of our Project Pegasus we incurred severance and employee related costs, professional fees, contract termination costs and other exit and disposal costs which were recorded as “Restructuring charges” in the consolidated statements of (loss) income. Severance and employee related costs consisted primarily of salary continuation benefits, prorated annual incentive compensation (based on eligibility), outplacement services and continuation of health benefits. Severance and employee related benefits were pursuant to our severance plan and accounted for in accordance with ASC 712, Compensation - Nonretirement Postemployment Benefits, based upon the characteristics of the termination benefits pursuant to our severance plan. Severance and employee related costs were recognized when the benefits were determined to be probable of being paid and reasonably estimable. Professional fees, contract termination costs and other exit and disposal costs were accounted for in accordance with ASC 420, Exit or Disposal Cost Obligations and recognized as incurred. Restructuring accruals are based upon management estimates at the time and subject to change depending upon changes in facts and circumstances subsequent to the date the original liability was recorded.

During the fourth quarter of fiscal 2025, we completed Project Pegasus, but still expect to realize the targeted savings through fiscal 2027. Project Pegasus included initiatives to further optimize our brand portfolio, streamline and simplify the organization, accelerate and amplify cost of goods savings projects, enhance the efficiency of our supply chain network, optimize our indirect spending and improve our cash flow and working capital, as well as other activities. These initiatives have created operating efficiencies, as well as provided a platform to fund growth investments. During fiscal 2025 and 2024, we incurred pre-tax restructuring charges of $14.8 million and $18.7 million, respectively, in connection with Project Pegasus, primarily for professional fees and severance and employee related costs, which were recorded as “Restructuring charges” in the consolidated statements of (loss) income.
During fiscal 2026, 2025 and 2024, we made total cash restructuring payments related to Project Pegasus of $7.7 million, $11.9 million and $18.7 million, respectively, primarily for professional fees and severance and employee related costs. Restructuring charges primarily represented cash expenditures and were paid by the end of fiscal 2026. For information regarding Project Pegasus savings, refer to Item 7., “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” including “Project Pegasus” included within this Annual Report.
v3.26.1
Commitments and Contingencies
12 Months Ended
Feb. 28, 2026
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies
Note 12 - Commitments and Contingencies

Indemnity Agreements

Under agreements with customers, licensors and parties from whom we have acquired assets or entered into business combinations, we indemnify these parties against liability associated with our products. Additionally, we are party to a number of agreements under leases where we indemnify the lessor for liabilities attributable to our actions or conduct. The indemnity agreements to which we are a party do not, in general, increase our liability for claims related to our products or actions and have not materially affected our consolidated financial statements.

Legal Matters

We are involved in various legal claims and proceedings in the normal course of operations. We believe the outcome of these matters will not have a material adverse effect on our consolidated financial position, results of operations or liquidity, except as described below.

Water Filtration Patent Litigation

On December 23, 2021, Brita LP filed a complaint against Kaz USA, Inc. and Helen of Troy Limited in the U.S. District Court for the Western District of Texas (the “Patent Litigation”), alleging patent infringement by the Company relating to its PUR gravity-fed water filtration systems. In the Patent Litigation, Brita LP seeks monetary damages and injunctive relief relating to the alleged infringement. Brita LP simultaneously filed a complaint with the U.S. International Trade Commission (“ITC”) against Kaz USA, Inc., Helen of Troy Limited and five other unrelated companies that sell water filtration systems (the “ITC Action”). The complaint in the ITC Action also alleged patent infringement by the Company with respect to a limited set of PUR gravity-fed water filtration systems. In the ITC Action, Brita LP requested the ITC to initiate an unfair import investigation relating to such filtration systems. This action sought injunctive relief to prevent entry of certain accused PUR products (and certain other products) into the U.S. and cessation of marketing and sales of existing inventory already in the U.S. On January 25, 2022, the ITC instituted the investigation requested by the ITC Action. Discovery closed in the ITC Action in May 2022, and approximately half of the originally identified PUR gravity-fed water filters were removed from the case and are no longer included in the ITC Action. In August 2022, the parties participated in the evidentiary hearing, with additional supplemental hearings in October 2022. On February 28, 2023, the ITC issued an Initial Determination in the ITC Action, tentatively ruling against the Company and the other unrelated respondents. The ITC has a guaranteed review process, and thus all respondents, including the Company, filed a petition with the ITC for a full review of the Initial Determination. On September 19, 2023, the ITC issued its Final Determination in the Company’s favor. The ITC determined there was no violation by the Company and terminated the investigation. Brita LP subsequently appealed the ITC’s decision to the Federal Circuit (“CAFC Appeal”) and filed its Notice of Appeal on October 24, 2023. The Company intervened in the CAFC Appeal and oral argument occurred on August 5, 2025.

In connection with the CAFC Appeal, on October 15, 2025, the Federal Circuit issued a precedential opinion affirming the ITC’s decision that Brita LP’s claims were invalid. Following the ITC’s determinations with respect to the ITC Action and the Federal Circuit’s opinion in the CAFC Appeal, on
December 22, 2025, Brita filed a notice to dismiss the Patent Litigation in the District Court, ending the Patent Litigation in the Company’s favor.

EPA Regulatory Matter

Our operations are subject to national, state, local, and provincial jurisdictions’ environmental, health and safety laws and regulations and industry-specific product certifications. Many of the products we sell are subject to product safety laws and regulations in various jurisdictions. These laws and regulations specify the maximum allowable levels of certain materials that may be contained in our products, provide statutory prohibitions against misbranded and adulterated products, establish ingredients and manufacturing procedures for certain products, specify product safety testing requirements, and set product identification, labeling and claim requirements. Some of our product lines are subject to product identification, labeling and claim requirements, which are monitored and enforced by regulatory agencies, such as the U.S. Environmental Protection Agency (the “EPA”), U.S. Customs and Border Protection, the U.S. Food and Drug Administration, the U.S. Consumer Product Safety Commission and the European Union.

During fiscal 2022 and 2023, we were in discussions with the EPA regarding the compliance of packaging and labeling claims on certain of our products in the air and water filtration and humidification categories within the Beauty & Wellness segment that are sold in the U.S. The EPA did not raise any product quality, safety or performance issues. As a result of these packaging and labeling compliance discussions, we completed the repackaging and relabeling of impacted products during fiscal 2023. We continue to have ongoing settlement discussions with the EPA related to this matter. As of February 28, 2026, we accrued an estimated liability of $4.4 million, which represents our best estimate of probable settlement costs related to this matter.

For additional information refer to Item 1A., “Risk Factors,” and to Item 7., “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” including “EPA Compliance Costs” included within this Annual Report.

Talcum Powder Litigation

In fiscal 2022, we completed the sale of our North America personal care business to HRB Brands LLC (“HRB Brands”). After the sale, we were named as a defendant in multiple lawsuits related to the use of personal care products containing talcum powder, primarily Brut deodorant and Ammens powder sold by our wholly-owned subsidiary, Idelle Labs, Ltd. We tendered indemnification of these cases to HRB Brands, which assumed control of the defense of the claims. After many years, during the fourth quarter of fiscal 2026, we learned that HRB Brands asserted that it was contesting the indemnification of these cases and tendered the indemnification back to us. Consequently, in order to protect the Company and its rights and defenses, we began to defend these cases. The Company maintains its position that HRB Brands is obligated to defend and indemnify the Company against these claims and plans to vigorously contest HRB Brands’ position. With respect to the talcum powder cases, we believe we have substantial defenses to the claims. The ultimate outcome of enforcing our indemnification claims against HRB Brands and the litigation relating to the talcum cases is inherently uncertain, and we cannot predict its resolution. As of February 28, 2026, we had accrued an estimated liability of $1.5 million for potential settlements of these cases. We cannot estimate the amount or range of amounts by which the liability may exceed the accrual established because of (i) the inherent difficulty in projecting the number of claims that have not yet been asserted or the time period in which future claims may be asserted, (ii) the complaints nearly always assert claims against multiple defendants where the damages alleged are typically not attributed to individual defendants so that a defendant’s share of liability may turn on the law of joint and several liability, which can vary by state, and (iii) the several possible developments that may occur that could affect the Company’s estimate of the liability.
Commitments

We sell certain of our products under trademarks licensed from third parties. Some of these trademark license agreements require us to pay minimum royalties. As of February 28, 2026, we estimate future minimum annual royalty payments over the noncancellable term of these arrangements to be approximately $6.2 million, $6.0 million, $5.8 million, $5.3 million, and $2.7 million per year, during the next five fiscal years, respectively.
v3.26.1
Long-Term Debt
12 Months Ended
Feb. 28, 2026
Debt Disclosure [Abstract]  
Long-Term Debt
Note 13 - Long-Term Debt

A summary of our long-term debt follows:
(in thousands)February 28, 2026February 28, 2025
Amended Credit Agreement:
Revolving loans$308,200 $678,100 
Term loans477,344 243,750 
Total borrowings under Amended Credit Agreement785,544 921,850 
Unamortized prepaid financing fees(4,733)(4,956)
Total long-term debt780,811 916,894 
Less: current maturities of long-term debt(25,000)(9,375)
Long-term debt, excluding current maturities$755,811 $907,519 

Aggregate annual maturities of our long-term debt as of February 28, 2026 were as follows:
(in thousands)
Fiscal 2027$25,000 
Fiscal 202825,000 
Fiscal 2029735,544 
Fiscal 2030— 
Fiscal 2031— 
Thereafter— 
Total$785,544 

Amended Credit Agreement

On February 15, 2024, we entered into a credit agreement (the “Credit Agreement”) with Bank of America, N.A., as administrative agent, and other lenders. The Credit Agreement replaced our prior credit agreement, which terminated on February 15, 2024. We utilized the proceeds from the refinancing to repay all principal, interest, and fees outstanding under the prior credit agreement without penalty. As a result, we recognized a loss on extinguishment of debt within “Interest expense” of $0.5 million during fiscal 2024, which consisted of a write-off of $0.4 million of unamortized prepaid financing fees related to the prior credit agreement and $0.1 million of lender fees related to debt under the Credit Agreement treated as an extinguishment. Additionally, we expensed $0.3 million of third-party fees in fiscal 2024 related to debt under the Credit Agreement treated as a modification, which was recognized within “Interest expense.”

The Credit Agreement provides for aggregate commitments of $1.5 billion, which are available through (i) a $1.0 billion revolving credit facility, which includes a $50 million sublimit for the issuance of letters of credit, (ii) a $250 million term loan facility and (iii) a committed $250 million delayed draw term loan facility, which permitted multiple drawdowns until August 15, 2025. Proceeds can be used for working capital and other general corporate purposes, including funding permitted acquisitions. At the closing date, February 15, 2024, we borrowed $457.5 million under the revolving credit facility and $250.0 million under the term loan facility and utilized the proceeds to repay all debt outstanding under the prior credit agreement. During the first quarter of fiscal 2026, we borrowed $250.0 million under the delayed draw
term loan facility and utilized the proceeds to repay debt outstanding under the revolving credit facility. During the first quarter of fiscal 2026, we capitalized $0.4 million of lender fees and a de minimis amount of third-party fees incurred in connection with the delayed draw term loan facility borrowing, which were recorded as prepaid financing fees in long-term debt.

On November 25, 2025, we entered into an amendment to the Credit Agreement (the “Amendment”, or as amended, the “Amended Credit Agreement”), which provides for the following:
Reduces the commitment under the revolving credit facility from $1.0 billion to $750.0 million;
Adds a maximum tier level pursuant to which, if the Net Leverage Ratio is greater than or equal to 4.00 to 1.00, then borrowings under the Amended Credit Agreement bear floating interest at either the Base Rate or Term SOFR, plus a margin of 1.375% and 2.375% for Base Rate and Term SOFR borrowings, respectively, plus a credit spread of 0.10% for Term SOFR borrowings (as those terms are defined in the Amended Credit Agreement);
Amends the minimum Interest Coverage Ratio financial covenant to replace the numerator with a Consolidated EBITDA measure instead of a Consolidated EBIT measure (as those terms are defined in the Amended Credit Agreement);
Amends the maximum Leverage Ratio financial covenant so that it is not permitted to be greater than as set forth below as of the end of the fiscal quarter:
Fiscal Quarter Ending
Maximum
Leverage Ratio
November 30, 2025
4.50 to 1.00
February 28, 2026 through August 31, 2026
4.50 to 1.00
November 30, 2026
4.00 to 1.00
February 28, 2027 through May 31, 2027
3.75 to 1.00
August 31, 2027 and each fiscal quarter thereafter
3.50 to 1.00
We may elect to use the Leverage Holiday in connection with the consummation of a Qualified Acquisition after August 31, 2027, if we are in compliance with the terms of the Amended Credit Agreement and meet the other terms and conditions relating to a Qualified Acquisition (as those terms are defined in the Amended Credit Agreement).
Until August 31, 2027, the following negative covenants are reduced, as described in the Amendment, a general investments basket, an unsecured indebtedness basket and the Permitted Receivables Financings (as defined in the Amended Credit Agreement) basket.

In connection with the Amendment, we recognized a $0.9 million charge within "Interest expense” to write-off unamortized prepaid financing fees related to the revolver due to the reduced commitment and capitalized $1.0 million of lender and third-party fees during the third quarter of fiscal 2026, which were recorded as prepaid financing fees in long-term debt.

The Amended Credit Agreement includes an accordion feature, which permits the Company to request to increase its borrowing capacity by an additional $300 million plus an unlimited amount when the Leverage Ratio, on a pro-forma basis, is less than 3.25 to 1.00. The Company’s exercise of the accordion is subject to certain conditions being met, including lender approval. The Amended Credit Agreement matures on February 15, 2029. We are able to repay amounts borrowed at any time without penalty. Borrowings accrue interest under one of two alternative methods pursuant to the Amended Credit Agreement as described below. With each borrowing against our credit line, we can elect the interest rate method based on our funding needs at the time. We also incur loan commitment and letter of credit fees under the Amended Credit Agreement ranging from 0.1% to 0.45% per annum and 1.0% to 2.375% per annum, respectively, based on our Net Leverage Ratio. The term loans are payable at the end of each fiscal quarter in equal installments of 0.625% through February 28, 2025, 0.9375% through February 28, 2026, and 1.25% thereafter of the original principal balance of the term loans, which began in the first quarter of fiscal 2025 for the term loan facility and began in the second quarter of fiscal 2026
for the delayed draw term loan facility, with the remaining balance due at the maturity date. Borrowings under the Amended Credit Agreement bear floating interest at either the Base Rate or Term SOFR, plus a margin based on the Net Leverage Ratio of 0% to 1.375% and 1.0% to 2.375% for Base Rate and Term SOFR borrowings, respectively.

The floating interest rates on our borrowings under the Amended Credit Agreement are hedged with interest rate swaps to effectively fix interest rates on $325 million and $550 million of the outstanding principal balance under the Amended Credit Agreement as of February 28, 2026 and February 28, 2025, respectively. See Notes 14, 15, and 16 for additional information regarding our interest rate swaps.

Debt Covenants

Our debt under our Amended Credit Agreement is unconditionally guaranteed, on a joint and several basis, by the Company and certain of its subsidiaries. Our Amended Credit Agreement requires the maintenance of certain key financial covenants defined in the accompanying Management's Discussion and Analysis of Financial Condition and Results of Operations - Liquidity and Capital Resources - Amended Credit Agreement. Our Amended Credit Agreement also contains other customary covenants, including, among other things, covenants restricting or limiting us, except under certain conditions set forth therein, from (1) incurring liens on our properties, (2) making certain types of investments, (3) incurring additional debt, and (4) assigning or transferring certain licenses. Our Amended Credit Agreement also contains customary events of default, including failure to pay principal or interest when due, among others. Upon an event of default under our Amended Credit Agreement, the lenders may, among other things, accelerate the maturity of any amounts outstanding. The commitments of the lenders to make loans to us under the Amended Credit Agreement are several and not joint. Accordingly, if any lender fails to make loans to us, our available liquidity could be reduced by an amount up to the aggregate amount of such lender’s commitments under the Amended Credit Agreement.

As of February 28, 2026, the balance of outstanding letters of credit was $9.5 million, the amount available for revolving loans under the Amended Credit Agreement was $432.3 million and the amount available per the maximum Leverage Ratio was $91.1 million. Covenants in the Amended Credit Agreement limit the amount of total indebtedness we can incur. As of February 28, 2026, these covenants effectively limited our ability to incur more than $91.1 million of additional debt from all sources, including the Amended Credit Agreement. As of February 28, 2026, we were in compliance with all covenants as defined under the terms of the Amended Credit Agreement.

Interest and Capitalized Interest

During fiscal 2026 and 2025, we incurred interest costs totaling $57.7 million and $51.9 million, respectively, none of which was capitalized. During fiscal 2024, we incurred interest costs totaling $53.9 million, of which we capitalized $0.9 million, as part of property and equipment in connection with the construction of a new distribution facility.
The following table contains information about interest rates and the related weighted average borrowings outstanding under our Amended Credit Agreement, including under the prior credit agreement, for the periods presented below:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Amended Credit Agreement:
Average borrowings outstanding (1)$876,070$761,245$806,415
Average effective interest rate (2)6.3%6.6%6.4%
Interest rate range (3)
5.9% - 8.5%
5.9% - 9.3%
6.5% - 9.3%
Weighted average interest rate on borrowings outstanding at year end (4)
5.7%5.6%6.0%
(1)Average borrowings outstanding is computed as the average of the current and four prior quarters ending balances outstanding.
(2)The average effective interest rate during each year is computed by dividing the total interest expense associated with the borrowing for a fiscal year by the average borrowings outstanding for the same fiscal year. We included the impact of our interest rate swaps and commitment fees incurred under the Amended Credit Agreement and prior credit agreement in computing total interest expense.
(3)Interest rate range reflects the interest rates on the borrowings under the Amended Credit Agreement and prior credit agreement, pursuant to the respective agreements, and excludes the impact of our interest rate swaps.
(4)The weighted average interest rate on borrowings outstanding at year end under the Amended Credit Agreement is computed inclusive of the impact of our interest rate swaps.
v3.26.1
Fair Value
12 Months Ended
Feb. 28, 2026
Fair Value Disclosures [Abstract]  
Fair Value
Note 14 - Fair Value

Fair value is defined as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Valuation techniques under the accounting guidance related to fair value measurements are based on observable and unobservable inputs. These inputs are classified into the following hierarchy:

Level 1:Quoted prices for identical assets or liabilities in active markets;

Level 2:Observable inputs other than quoted prices that are directly or indirectly observable for the asset or liability, including quoted prices for similar assets or liabilities in active markets; quoted prices for similar or identical assets or liabilities in markets that are not active; and model-derived valuations whose inputs are observable or whose significant value drivers are observable; and

Level 3:Unobservable inputs that reflect the reporting entity’s own assumptions.

When circumstances dictate the transfer of an asset or liability to a different level, we report the transfer at the beginning of the reporting period in which the facts and circumstances resulting in the transfer occurred. There were no transfers between the fair value hierarchy levels during the periods presented.

Recurring Fair Value Measurements

All of our financial assets and liabilities, except for our investments in U.S. Treasury Bills and our contingent consideration liability, are classified as Level 2 because their valuation is dependent on observable inputs and other quoted prices for similar assets or liabilities, or model-derived valuations whose significant value drivers are observable. Our investments in U.S. Treasury Bills are classified as Level 1 because their value is based on quoted prices in active markets for identical assets. Our contingent consideration liability is classified as Level 3 because its valuation is primarily based on a
significant input unobservable in the market, specifically, projected adjusted EBITDA derived from internal forecasts. The following table presents the fair value of our financial assets and liabilities:
Fair Value
(in thousands)February 28, 2026February 28, 2025
Assets: 
Cash equivalents (money market accounts)$4,189 $3,852 
U.S. Treasury Bills
11,175 11,268 
Interest rate swaps381 1,065 
Foreign currency derivatives375 2,163 
Total assets$16,120 $18,348 
Liabilities: 
Interest rate swaps$196 $221 
Contingent consideration
5,400 4,100 
Foreign currency derivatives2,954 119 
Total liabilities$8,550 $4,440 

All of our financial assets and liabilities, except for our investments in U.S. Treasury Bills, are measured and recorded at fair value on a recurring basis. Our investments in U.S. Treasury Bills are recorded at amortized cost. As of February 28, 2026 and February 28, 2025, the current carrying amounts of our U.S. Treasury Bills were $2.6 million and $2.5 million, respectively, and were included within prepaid expenses and other current assets in our consolidated balance sheets. As of February 28, 2026 and February 28, 2025, the non-current carrying amounts of our U.S. Treasury Bills were $8.5 million and $8.7 million, respectively, and were included within other assets in our consolidated balance sheets.

The carrying amounts of cash and cash equivalents, accounts payable, accrued expenses and other current liabilities and income taxes receivable and payable approximate fair value because of the short maturity of these items. The carrying amounts of receivables approximate fair value due to the effect of the related allowance for credit losses. The carrying amount of our floating rate long-term debt approximates its fair value.

As of both February 28, 2026 and February 28, 2025, gross unrealized gains on our investments in U.S. Treasury Bills were $0.1 million and losses were not material. During fiscal 2026 and 2025, we recognized interest income on these investments of $0.5 million and $0.3 million, respectively, which is included in “Non-operating income, net” in our consolidated statements of (loss) income.

We use foreign currency forward contracts to manage our exposure to changes in foreign currency exchange rates. In addition, we use interest rate swaps to manage our exposure to changes in interest rates. All of our derivative assets and liabilities are recorded at fair value. See Notes 1, 15 and 16 for more information on our derivatives.

In connection with the acquisition of Olive & June in December 2024, we recognized contingent consideration, as a result of the total purchase consideration including contingent cash consideration of up to $15.0 million payable annually in three equal installments subject to Olive & June achieving certain adjusted EBITDA targets during calendar years 2025, 2026 and 2027. If the annual adjusted EBITDA target is not met, no payment is required. This contingent consideration liability is remeasured at fair value each reporting period until the contingency is resolved, with changes in fair value recognized in SG&A. The fair value of the contingent consideration liability was determined using a Monte Carlo simulation model, which utilizes projected adjusted EBITDA and corresponding volatility and discount rates to estimate the probability of the adjusted EBITDA targets being achieved. The projected adjusted EBITDA during the earn-out period was derived from internal forecasts and represents a Level 3 input, and was discounted using an estimated discount rate of 13% as of both February 28, 2026 and February 28, 2025. Adjusted EBITDA volatility was calculated based upon peer companies, and the third quartile
of 41% and 33% was selected as a key input into the Monte Carlo simulation model as of February 28, 2026 and February 28, 2025, respectively. In the simulated scenarios where a payment is earned, the projected contingent payments were discounted using an estimated credit risk discount rate of 6.6% and 6.5% as of February 28, 2026 and February 28, 2025, respectively. Changes in these inputs may result in a significant increase or decrease in the fair value of the contingent consideration liability with a corresponding impact to SG&A.

Level 3 Fair Value Measurements

The following table presents the changes in our Level 3 contingent consideration liability:
Fiscal Years Ended Last Day of February,
(in thousands)20262025
Balance at beginning of period
$4,100 $— 
Acquisition (1) 4,100 
Changes in fair value (2)1,300 — 
Balance at end of period (3)$5,400 $4,100 
(1)As of the acquisition date, we recorded a liability for the estimated fair value of the contingent consideration of $4.1 million.
(2)Reflects an increase in the estimated fair value of our contingent consideration liability, which was recognized in SG&A during fiscal 2026, all of which related to our contingent consideration liability outstanding as of February 28, 2026.
(3)As of February 28, 2026 and February 28, 2025, the estimated fair value of the contingent consideration liability was $5.4 million and $4.1 million, respectively, of which $5.3 million and $1.8 million was included within accrued expenses and other current liabilities, respectively, and $0.1 million and $2.3 million was included within other liabilities, non-current, respectively, in our consolidated balance sheet.

Non-Recurring Fair Value Measurements

Assets remeasured to fair value on a non-recurring basis during fiscal 2025 and 2026 represent goodwill, indefinite-lived intangible assets and definite-lived intangible assets, which were impaired. We did not remeasure any assets to fair value on a non-recurring basis during fiscal 2024.

The following tables present the remaining carrying value of the assets that were remeasured to fair value on a non-recurring basis:
Fair Value Measurements Fiscal 2026 Asset Impairment Charges
(in thousands)February 28, 2026Level 1Level 2Level 3
Goodwill
$472,281 $ $ $472,281 $706,505 
Indefinite-lived intangible assets264,600   264,600 97,000 
Definite-lived intangible assets108,250   108,250 82,356 
Total$845,131 $ $ $845,131 $885,861 
Fair Value Measurements Fiscal 2025 Asset Impairment Charges
(in thousands)February 28, 2025Level 1Level 2Level 3
Goodwill
$1,182,899 $— $— $1,182,899 $38,670 
Definite-lived trade names75,335 — — 75,335 12,785 
Total$1,258,234 $— $— $1,258,234 $51,455 

During fiscal 2026, our impairment testing resulted in impairment charges of $706.5 million, $97.0 million and $82.4 million to reduce the carrying values of our goodwill, indefinite-lived intangible assets and definite-lived intangible assets, respectively, to their estimated fair values of $472.3 million, $264.6 million and $108.3 million, respectively.
During fiscal 2025, our impairment testing resulted in asset impairment charges of 38.7 million and $12.8 million to reduce the Drybar reporting unit goodwill and definite-lived trade name, respectively, to fair values of $134.3 million and $7.0 million, respectively. Refer to Note 7 for additional information on the assets impaired and their remaining carrying values as of February 28, 2026 and February 28, 2025.

We estimate the fair value of our reporting units using an income approach based upon a projected future DCF Model. Under the DCF Model, the fair value of each reporting unit is determined based on the present value of estimated future cash flows, discounted at a risk-adjusted rate of return. We use internal forecasts and strategic long-term plans to estimate future cash flows, including net sales revenue, gross profit margin, and earnings before interest and taxes margins. Other key estimates used in the DCF Model include, but are not limited to, discount rates, statutory tax rates, terminal growth rates, as well as working capital and capital expenditures needs. The discount rates are based on a weighted-average cost of capital utilizing industry market data of our peer group companies. Accordingly, this fair value measurement is classified as Level 3 since it is based primarily upon unobservable inputs that reflect management’s assumptions.

We estimate the fair value of our trade names and trademark licenses using the relief from royalty method income approach which is based upon a DCF Model. The relief-from-royalty method estimates the fair value of a trade name or trademark license by discounting the hypothetical avoided royalty payments to their present value over the economic life of the asset. We estimate the fair value of our customer relationships and list using the distributor method income approach which is based upon a DCF model. The distributor method used financial margin information for distributors within the applicable industry and most representative of the Company to estimate a royalty rate. The determination of fair value using these methods entails a significant number of estimates and assumptions, which require management judgment, and include net sales revenue growth rates, discount rates, royalty rates, residual growth rates (as applicable) and customer attrition rates (as applicable). We use internal forecasts and strategic long-term plans to estimate net sales revenue growth rates and royalty rates. We utilize a constant growth model to determine the residual growth rates which are based upon long-term industry growth expectations and long-term expected inflation. Accordingly, this fair value measurement is classified as Level 3 since it is based primarily upon unobservable inputs that reflect management’s assumptions. The most significant unobservable input (Level 3) used to estimate the fair value of our intangible assets was royalty rates that ranged from 0.6% to 5.5% as of February 28, 2026 and a royalty rate of 1.6% as of February 28, 2025.
For additional information regarding the testing and analysis performed, refer to Note 7 and Item 7., “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” including “Critical Accounting Policies and Estimates” included within this Annual Report.
v3.26.1
Financial Instruments and Risk Management
12 Months Ended
Feb. 28, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Financial Instruments and Risk Management
Note 15 - Financial Instruments and Risk Management

Foreign Currency Risk

The U.S. Dollar is the functional currency for the Company and all of its subsidiaries and is also the reporting currency for the Company. By operating internationally, we are subject to foreign currency risk from transactions denominated in currencies other than the U.S. Dollar (“foreign currencies”). Such transactions include sales and operating expenses. As a result of such transactions, portions of our cash, accounts receivable and accounts payable are denominated in foreign currencies. Approximately 15% of our net sales revenue was denominated in foreign currencies during fiscal 2026 and approximately 14% during both fiscal 2025 and 2024. These sales were primarily denominated in Euros, British Pounds and Canadian Dollars. We make most of our inventory purchases from manufacturers in Asia and primarily use the U.S. Dollar for such purchases.
In our consolidated statements of (loss) income, foreign currency exchange rate gains and losses resulting from the remeasurement of foreign income tax receivables and payables and deferred income tax assets and liabilities are recognized in income tax expense (benefit), and all other foreign currency exchange rate gains and losses are recognized in SG&A. We recorded in income tax expense (benefit) a foreign currency exchange rate net gain of $0.4 million during fiscal 2026, a net loss of $0.7 million during fiscal 2025 and a net gain of $0.3 million during fiscal 2024. We recorded in SG&A a foreign currency exchange rate net gain of $3.2 million during fiscal 2026 and net losses of $1.5 million and $0.5 million during fiscal 2025 and 2024, respectively. We mitigate certain foreign currency exchange rate risk by using forward contracts to protect against the foreign currency exchange rate risk inherent in our transactions denominated in foreign currencies. We do not enter into any derivatives or similar instruments for trading or other speculative purposes. Certain of our forward contracts are designated as cash flow hedges (“foreign currency contracts”). Foreign currency derivatives for which we have not elected hedge accounting consist of certain forward contracts. These undesignated derivatives are used to hedge monetary net asset and liability positions. We evaluate our derivatives designated as cash flow hedges each quarter to assess hedge effectiveness. For additional information on our accounting for derivatives see Note 1.

Interest Rate Risk

Interest on our outstanding debt as of February 28, 2026 and February 28, 2025 is based on variable floating interest rates. If short-term interest rates increase, we will incur higher interest expense on any future outstanding balances of floating rate debt. Floating interest rates are hedged with interest rate swaps to effectively fix interest rates on a portion of our outstanding principal balance under the Amended Credit Agreement, which totaled $785.5 million and $921.9 million as of February 28, 2026 and February 28, 2025, respectively. As of February 28, 2026 and February 28, 2025, $325 million and $550 million of the outstanding principal balance under the Amended Credit Agreement, respectively, was hedged with interest rate swaps to fix the interest rate we pay. Our interest rate swaps are designated as cash flow hedges, and we evaluate our derivatives designated as cash flow hedges each quarter to assess hedge effectiveness. For additional information on our accounting for derivatives see Note 1.

The following tables summarize the fair values of our derivative instruments at the end of fiscal 2026 and 2025:
 (in thousands)
February 28, 2026

Derivatives designated as hedging instruments
Hedge
Type
Final
Settlement
Date
Notional AmountPrepaid
Expenses
and Other
Current
Assets
Other
Assets
Accrued
Expenses
and Other
Current
Liabilities
Other
Liabilities,
Non-Current
Forward contracts - sell EuroCash flow11/202767,000 $149 $137 $1,239 $ 
Forward contracts - sell Canadian DollarsCash flow10/2027$29,600 23 8 330  
Forward contracts - sell PoundsCash flow12/2027£32,000  33 1,174 42 
Forward contracts - sell Norwegian KronerCash flow2/2027kr30,000   156  
Interest rate swaps (1)Cash flow8/2027$425,000 381  130 66 
Subtotal   553 178 3,029 108 
Derivatives not designated under hedge accounting       
Forward contracts - sell Euro
(2)3/20266,764 25    
Forward contracts - buy Pounds(2)3/2026£787   13  
Subtotal   25  13  
Total fair value   $578 $178 $3,042 $108 
    
 (in thousands)
February 28, 2025

Derivatives designated as hedging instruments
Hedge
Type
Final
Settlement Date
Notional AmountPrepaid
Expenses
and Other
Current
Assets
Other
Assets
Accrued
Expenses
and Other
Current
Liabilities
Other
Liabilities,
Non-Current
Forward contracts - sell EuroCash flow2/202635,000 $1,266 $— $— $— 
Forward contracts - sell Canadian DollarsCash flow2/2026$8,000 38 — — — 
Forward contracts - sell PoundsCash flow2/2026£24,950 788 — 99 — 
Forward contracts - sell Norwegian KronerCash flow8/2025kr10,000 71 — — — 
Interest rate swapsCash flow8/2026$550,000 763 302 221 — 
Subtotal 2,926 302 320 — 
Derivatives not designated under hedge accounting       
Forward contracts - sell Euro
(2)3/2025680 — — — 
Forward contracts - sell Pounds
(2)3/2025£1,280 — — 18 — 
Subtotal— — 20 — 
Total fair value   $2,926 $302 $340 $— 
(1)Includes a forward-starting interest rate swap agreement effective March 1, 2026 with a notional amount of $100 million.
(2)These forward contracts, for which we have not elected hedge accounting, hedge monetary net asset and liability positions for the notional amounts reported, creating an economic hedge against currency movements.

The pre-tax effects of derivative instruments designated as cash flow hedges for fiscal 2026 and 2025 were as follows:
 Fiscal Years Ended Last Day of February,
 
Gain (Loss)
Recognized in AOCI
Gain (Loss) Reclassified
from AOCI into Income
(in thousands)20262025Location20262025
Foreign currency contracts - cash flow hedges$(11,492)$3,294 Sales revenue, net$(6,837)$1,441 
Interest rate swaps - cash flow hedges2,289 2,401 Interest expense2,948 4,061 
Total$(9,203)$5,695  $(3,889)$5,502 

The pre-tax effects of derivative instruments not designated under hedge accounting for fiscal 2026 and 2025 were as follows:
 Fiscal Years Ended Last Day of February,
 Gain (Loss) 
Recognized in Income
(in thousands)Location20262025
Forward contractsSG&A$(645)$76 
Total $(645)$76 

We expect a net loss of $2.5 million associated with foreign currency contracts and interest rate swaps currently recorded in AOCI to be reclassified into income over the next twelve months. The amount ultimately realized, however, will differ as exchange rates and interest rates change and the underlying contracts settle. See Notes 1, 14 and 16 for more information.

Counterparty Credit Risk

Financial instruments, including foreign currency contracts, forward contracts and interest rate swaps, expose us to counterparty credit risk for non-performance. We manage our exposure to counterparty credit risk by only dealing with counterparties who are substantial international financial institutions with significant experience using such derivative instruments. We believe that the risk of incurring credit losses is remote.
v3.26.1
Accumulated Other Comprehensive Income (Loss)
12 Months Ended
Feb. 28, 2026
Comprehensive Income (Loss), Net of Tax, Attributable to Parent [Abstract]  
Accumulated Other Comprehensive Income (Loss)
Note 16 - Accumulated Other Comprehensive Income (Loss)

The changes in AOCI by component and related tax effects for fiscal 2026 and 2025 were as follows:
(in thousands)Interest
Rate Swaps
Foreign
Currency
Contracts
Total
Balance at February 29, 2024$1,917 $182 $2,099 
Other comprehensive income before reclassification2,401 3,294 5,695 
Amounts reclassified out of AOCI(4,061)(1,441)(5,502)
Tax effects389 (403)(14)
Other comprehensive (loss) income(1,271)1,450 179 
Balance at February 28, 2025$646 $1,632 $2,278 
Other comprehensive income (loss) before reclassification2,289 (11,492)(9,203)
Amounts reclassified out of AOCI(2,948)6,837 3,889 
Tax effects154 1,005 1,159 
Other comprehensive loss(505)(3,650)(4,155)
Balance at February 28, 2026$141 $(2,018)$(1,877)

See Notes 1, 14 and 15 for additional information regarding our cash flow hedges.
v3.26.1
Segment and Geographic Information
12 Months Ended
Feb. 28, 2026
Segment Reporting [Abstract]  
Segment and Geographic Information
Note 17 - Segment and Geographic Information

Segment Information

We operate through two strategic business divisions, each comprised of operating segments organized by our brands and product lines. Operating segments with similar economic and qualitative characteristics are aggregated into our two reportable segments, which align with our strategic business divisions. Our two reportable segments consist of Home & Outdoor and Beauty & Wellness. The Olive & June brand and products were added to the Beauty & Wellness segment upon the completion of the acquisition. For additional information on our segments refer to Note 1 and Item 1., “Business,” included within this Annual Report.

Segment financial information is prepared in accordance with GAAP and our significant accounting policies described in Note 1. Resources are allocated and performance is assessed using segment operating income by our Chief Executive Officer, whom we have determined to be our Chief Operating Decision Maker (“CODM”). Our CODM utilizes segment operating income when making decisions about allocating capital and personnel to the segments, predominantly in the annual budget and quarterly forecasting processes. In addition, our CODM uses operating income, including comparison of actual results to budget and forecast, in assessing the performance of each segment and in evaluating product pricing, distribution strategies and marketing investments. Our CODM reviews balance sheet information at a consolidated level. We compute segment operating income based on net sales revenue, less cost of goods sold, SG&A, asset impairment charges and restructuring charges. The SG&A used to compute each segment’s operating income is directly associated with the segment, plus shared services and corporate overhead expenses that are allocable to the segment. We do not allocate non-operating income and expense, including interest or income taxes, to operating segments.
The following tables summarize reportable segment information with a reconciliation to our consolidated results for the periods presented:
Fiscal Year Ended February 28, 2026
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Sales revenue, net$832,870 $953,420 $1,786,290 
Less: (2)
Cost of goods sold
428,182 542,414 970,596 
Operating expense (3)674,432 923,343 1,597,775 
Operating loss$(269,744)$(512,337)$(782,081)
Non-operating income, net
982 
Interest expense
57,739 
Loss before income tax$(838,838)

Fiscal Year Ended February 28, 2025
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Sales revenue, net$906,331 $1,001,334 $1,907,665 
Less: (2)
Cost of goods sold
431,924 561,335 993,259 
Operating expense (3)354,806 416,852 771,658 
Operating income
$119,601 $23,147 $142,748 
Non-operating income, net
838 
Interest expense
51,922 
Income before income tax
$91,664 

Fiscal Year Ended February 29, 2024
(in thousands)
Home & Outdoor
Beauty & WellnessTotal
Sales revenue, net$916,381 $1,088,669 $2,005,050 
Less: (2)
Cost of goods sold
440,737 615,653 1,056,390 
Operating expense (3)332,912 355,159 688,071 
Operating income
$142,732 $117,857 $260,589 
Non-operating income, net
1,518 
Interest expense
53,065 
Income before income tax
$209,042 
(1)Fiscal 2026 includes a full year of operating results from Olive & June, acquired on December 16, 2024, compared to approximately eleven weeks of operating results in fiscal 2025. For additional information see Note 6.
(2)These significant expense categories and amounts align with the reportable segment information that is regularly provided to the CODM.
(3)Operating expense for both reportable segments includes SG&A expense and restructuring charges. Fiscal 2026 operating expense also includes asset impairment charges of $885.9 million, of which $332.6 million and $553.3 million was recognized in our Home & Outdoor and Beauty & Wellness segments, respectively. Fiscal 2025 operating expense also includes asset impairment charges of $51.5 million in our Beauty & Wellness segment. See Note 7 for further information on the asset impairment charges.
The following tables summarize reportable segment information for the periods presented:
Fiscal Year Ended February 28, 2026
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Capital and intangible asset expenditures$18,089 $21,137 $39,226 
Depreciation and amortization24,597 28,698 53,295 
Non-cash share-based compensation
6,781 10,104 16,885 
Asset impairment charges
332,565 553,296 885,861 

Fiscal Year Ended February 28, 2025
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Capital and intangible asset expenditures$14,275 $15,797 $30,072 
Depreciation and amortization26,088 28,960 55,048 
Non-cash share-based compensation
10,402 10,974 21,376 
Asset impairment charges— 51,455 51,455 

Fiscal Year Ended February 29, 2024
(in thousands)
Home & Outdoor
Beauty & Wellness Total
Capital and intangible asset expenditures$28,012 $8,632 $36,644 
Depreciation and amortization24,595 26,904 51,499 
Non-cash share-based compensation
16,319 17,553 33,872 
(1)Fiscal 2026 includes a full year of operating results from Olive & June, acquired on December 16, 2024, compared to approximately eleven weeks of operating results in fiscal 2025. For additional information see Note 6.

Geographic Information

The following table presents net sales revenue by geographic region, in U.S. Dollars. Net sales are attributed to countries based on the customer’s location.
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
U.S.$1,278,045 71.5 %$1,356,750 71.1 %$1,478,134 73.7 %
Canada74,004 4.2 %82,501 4.3 %82,122 4.1 %
EMEA293,260 16.4 %294,954 15.5 %284,434 14.2 %
Asia Pacific107,112 6.0 %125,426 6.6 %116,157 5.8 %
Latin America33,869 1.9 %48,034 2.5 %44,203 2.2 %
Total sales revenue, net$1,786,290 100.0 %$1,907,665 100.0 %$2,005,050 100.0 %

Worldwide sales to our largest customer, Amazon.com Inc., accounted for approximately 20%, 22% and 21% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively. Sales to our second largest customer, Walmart, Inc., including its worldwide affiliates, accounted for approximately 13%, 11% and 9% of our consolidated net sales revenue in fiscal 2026, 2025, and 2024, respectively. Sales to our third largest customer, Target Corporation, accounted for approximately 12%, 11% and 10% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively. Sales to these largest customers include sales across both of our business segments. No other customers accounted for 10% or more of consolidated net sales revenue during these fiscal years. Sales to our top five customers accounted for approximately 50%, 49% and 47% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively.
Our U.S. and international long-lived assets were as follows:
(in thousands)February 28, 2026February 28, 2025
U.S.$331,517 $342,033 
International25,875 23,059 
Total$357,392 $365,092 
The table above classifies assets based upon the country where they are physically located. Long-lived assets included in the table above include property and equipment and operating lease assets.
v3.26.1
Income Taxes
12 Months Ended
Feb. 28, 2026
Income Tax Disclosure [Abstract]  
Income Taxes
Note 18 - Income Taxes

We reorganized the Company in Bermuda in 1994 and many of our foreign subsidiaries are not directly or indirectly owned by a U.S. parent. As such, a significant portion of our foreign income is not subject to U.S. taxation on a permanent basis under current law. Additionally, our intangible assets are primarily owned by foreign affiliates, resulting in proportionally higher earnings in jurisdictions with statutory tax rates lower than the U.S. Taxable income in each jurisdiction, whether U.S. or foreign, is determined by the subsidiary’s operating results as well as applicable transfer pricing and tax regulations.

In July 2025, a reconciliation bill, commonly referred to as the One Big Beautiful Bill Act, was signed into law. The legislation includes a broad range of U.S. tax reform provisions. There were no discrete effects upon enactment in the second quarter of fiscal 2026 or material impacts on our fiscal 2026 consolidated financial statements. This legislation is not expected to have a material impact on our consolidated financial statements in the foreseeable future.

The Organisation for Economic Co-operation and Development (“OECD”) has introduced a framework to implement a global minimum corporate income tax of 15%, referred to as “Pillar Two.” Certain countries in which we operate have enacted, or are in the process of enacting, domestic legislation aligned with OECD’s Pillar Two “Model Rules.” Pillar Two legislation in effect for our fiscal 2025 and 2026 has been incorporated into our consolidated financial statements. Differences in how Pillar Two rules are implemented and administered across jurisdictions may increase compliance complexity and could impact our future global effective tax rate.

In June 2025, the Group of Seven, comprised of Canada, France, Germany, Italy, Japan, the United Kingdom and the U.S., announced an agreement under which U.S. multinational companies would be excluded from certain elements of the Pillar Two global minimum tax framework in exchange for the U.S. withdrawing planned retaliatory tax measures. In January 2026, the OECD released administrative guidance detailing a side-by-side (“SbS”) package that reflects this agreement and establishes a framework permitting U.S. multinational enterprise groups to coexist with the Pillar Two rules. Under this guidance, U.S. parented groups may qualify for the Side by Side Safe Harbour and the Ultimate Parent Entity Safe Harbour, which can eliminate top-up taxes under the Income Inclusion Rule and the Undertaxed Profits Rule when elected, while leaving Qualified Domestic Minimum Top-up Taxes unaffected.

The SbS package also includes additional administrative guidance, such as a permanent simplified effective tax rate safe harbour, an extension of the transitional country by country reporting safe harbour and a new substance-based tax incentive safe harbour. We do not expect the SbS package to materially affect our Pillar Two related tax positions or liabilities going forward. We will continue to monitor the implications of the OECD guidance and domestic adoption as jurisdictions implement these rules.

In response to Pillar Two, on May 24, 2024, Barbados enacted a domestic corporate income tax rate of 9%, effective for our fiscal 2025 and a domestic minimum top-up tax (“DMTT”) of 15% which was effective beginning with our fiscal 2026. During the first quarter of fiscal 2025, we incorporated the corporate income tax into our estimated annual effective tax rate and revalued our existing deferred tax
liabilities subject to the Barbados legislation, which resulted in a discrete tax charge of $6.0 million. However, as a result of the reorganization of our intangible assets in the fourth quarter of 2025 described below, the Barbados corporate income tax and DMTT did not have a material impact on our consolidated financial statements in fiscal 2026 and is not expected to in the foreseeable future.

Like Barbados, the government of Bermuda enacted a 15% corporate income tax that was effective for us beginning in fiscal 2026. The Bermuda corporate income tax allows for a beginning net operating loss balance related to the five years preceding the effective date. Accordingly, during fiscal 2024, we recorded a deferred tax asset of $9.3 million for the Bermuda net operating losses generated from fiscal 2021 through 2024 with an offsetting valuation allowance of $9.3 million. This Bermuda tax did not have a material impact on our consolidated financial statements in fiscal 2026 and is not expected to in the foreseeable future.

In the fourth quarter of fiscal 2025, we implemented a reorganization involving the transfer of intangible assets previously held by Helen of Troy Limited (Barbados) to our subsidiary in Switzerland. The reorganization resulted in the consolidation of the ownership of intangible assets, supporting streamlined internal licensing and centralized management of the intangible assets. Further, the reorganization resulted in a transitional income tax benefit of $64.6 million from the recognition of deferred tax assets of $74.0 million, partially offset by taxes associated with the transfer. As described below, a full valuation allowance was recorded on these deferred tax assets as of the end of the third quarter of fiscal 2026.

During fiscal 2026 and 2025, we recognized goodwill and other intangible asset impairment charges of $885.9 million and $51.5 million, respectively, which included $602.2 million and $22.5 million, respectively, that will not result in a tax benefit. Tax benefits, net of valuation allowances, of $19.8 million and $3.9 million on the impairment charges were recognized in fiscal 2026 and 2025, respectively.

The downward revisions to our internal forecasts utilized in our impairment testing during fiscal 2026 negatively impacted our assessment of the realizability of net deferred tax assets for our Switzerland subsidiary as of the beginning of the fiscal year and deferred tax assets generated by intangible asset impairments during fiscal 2026. Based on these revisions and in accordance with ASC 740, Income Taxes, we recorded discrete partial valuation allowances during the first and second quarters of fiscal 2026. As fiscal 2026 progressed, impairment-related losses resulted in a cumulative loss position over recent periods, which constituted significant objective negative evidence under ASC 740 and ultimately led to the recording of a full valuation allowance beginning in the third quarter of fiscal 2026. As a result, we recognized a cumulative valuation allowance of $106.6 million during fiscal 2026. We expect to maintain a full valuation allowance on these net deferred tax assets until we have objective factors that demonstrate the likelihood of realizing these deferred tax benefits.

The Company continues to elect to account for U.S. tax on global intangible low-taxed income (“GILTI”) as a period cost and therefore has not recorded deferred taxes related to GILTI on its foreign subsidiaries.

We consider the undistributed earnings of our foreign subsidiaries to be indefinitely reinvested; accordingly, no taxes have been recognized on such earnings. We continue to evaluate our plans for reinvestment or repatriation of unremitted foreign earnings. If we determine that all or a portion of our foreign earnings are no longer indefinitely reinvested, we may be subject to additional foreign withholding taxes and U.S. income taxes. Due to the number of legal entities and jurisdictions involved, our legal entity structure, and the tax laws in the relevant jurisdictions, we believe it is not practicable to estimate the amount of additional taxes which may be payable upon distribution of these undistributed earnings.
Our components of (loss) income before income tax were as follows:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
U.S.$(341,573)$19,827 $68,957 
Non-U.S.(497,265)71,837 140,085 
Total$(838,838)$91,664 $209,042 

Our components of income tax expense (benefit) were as follows:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Current:   
U.S. federal$14,263 $9,570 $9,259 
State3,880 5,046 2,704 
Non-U.S.3,992 29,279 15,275 
 22,135 43,895 27,238 
Deferred:   
U.S. federal(15,584)(2,287)9,449 
State(3,539)614 3,252 
Non-U.S.57,132 (74,309)509 
 38,009 (75,982)13,210 
Total$60,144 $(32,087)$40,448 

Our total income tax expense (benefit) differs from the amounts computed by applying the U.S. statutory tax rate to income (loss) before income taxes. Although we are domiciled in Bermuda and now subject to a 15% corporate income tax rate, the parent entity generates losses and maintains a full valuation allowance against its deferred tax assets. As a result, we use the U.S. federal statutory rate of 21% as the starting point for our rate reconciliation, in accordance with ASC 740, Income Taxes, and the judgment framework outlined therein. This presentation is consistent with our historical practice and is intended to enhance comparability with other publicly traded multinational entities.
We have adopted ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, on a prospective basis. Our income tax rate reconciliation for fiscal 2026 was as follows:
Fiscal Year Ended February 28, 2026
 (in thousands)Percent
Tax at U.S. federal statutory tax rate$(176,156)21.0 %
State and local income taxes, net of federal income tax effect (1)411  %
Foreign tax effects:
Switzerland
Statutory tax rate difference47,502 (5.7)%
Cantonal and local taxes (2)
Vaud changes in valuation allowances42,030 (5.0)%
Vaud asset impairment10,124 (1.2)%
Vaud taxes and other(28,901)3.4 %
Changes in valuation allowances64,603 (7.7)%
Asset impairment15,561 (1.9)%
Other(6,892)0.8 %
United Kingdom
Asset impairment26,984 (3.2)%
Other(5,639)0.7 %
Other foreign jurisdictions2,707 (0.3)%
Effect of cross-border tax laws1,437 (0.2)%
Nontaxable or nondeductible items:
Asset impairment63,732 (7.6)%
Other4,071 (0.5)%
Changes in unrecognized tax benefits(2,529)0.3 %
Other items1,099 (0.1)%
Effective income tax rate$60,144 (7.2)%
(1)State taxes in Mississippi and Texas made up the majority of the tax effect in this category.
(2)Cantonal taxes in Vaud made up the majority of the tax effect in this category.
Our income tax rate reconciliations for prior periods have not been adjusted and continue to reflect the presentation requirements in effect before the adoption of ASU 2023-09.
 Fiscal Years Ended Last Day of February,
 20252024
Effective income tax rate at the U.S. statutory rate21.0 %21.0 %
Impact of U.S. state income taxes5.6 %2.2 %
Effect of statutory tax rate in Macau(3.5)%(4.0)%
Effect of statutory tax rate in Barbados(1.6)%(2.4)%
Effect of statutory tax rate in Switzerland(0.3)%(1.8)%
Effect of income from other non-U.S. operations subject to varying rates2.4 %2.3 %
Effect of foreign exchange fluctuations3.2 %(0.3)%
Effect of stock compensation
2.3 %1.2 %
Effect of uncertain tax positions(7.7)%0.4 %
Effect of non-deductible executive compensation1.5 %1.9 %
Effect of intangible asset reorganization
(70.5)%— %
Effect of asset impairment
2.2 %— %
Effect of changes in valuation allowance
2.5 %3.9 %
Effect of base erosion and anti-abuse tax
0.9 %— %
Effect of changes in tax rates6.8 %(4.4)%
Other items0.2 %(0.7)%
Effective income tax rate(35.0)%19.3 %

Each year there are significant transactions or events that are incidental to our core businesses and by a combination of their nature and jurisdiction, can have a disproportionate impact on our reported effective tax rates. Without these transactions or events, the trend in our effective tax rates would follow a more normalized pattern.

The tax effects of temporary differences that give rise to significant portions of the deferred tax assets and liabilities were as follows:
(in thousands)February 28, 2026February 28, 2025
Deferred tax assets, gross:
Operating loss carryforwards and tax credits$46,700 $22,436 
Accounts receivable6,650 5,976 
Inventories17,264 18,373 
Operating lease liabilities13,913 10,448 
Research and development expenditures3,901 4,911 
Interest limitation15,904 13,616 
Accrued expenses and other7,403 5,613 
Amortization
55,705 14,033 
Total gross deferred tax assets167,440 95,406 
Valuation allowance(129,240)(21,374)
Deferred tax liabilities:  
Operating lease assets(11,446)(7,844)
Depreciation(25,229)(27,811)
Total deferred tax assets, net$1,525 $38,377 

In assessing the realizability of deferred tax assets, we consider whether it is more likely than not that some portion or all of the deferred tax assets will not be realized. We consider the scheduled reversal of deferred tax liabilities, expected future taxable income and tax planning strategies in assessing the ultimate realization of deferred tax assets. If recovery is not likely, we must increase our provision for taxes by recording a valuation allowance against the deferred tax assets that we estimate will not be recoverable. In fiscal 2026, the $107.9 million increase in our valuation allowance was principally due to deferred tax assets in Switzerland, most of which were generated as part of the intangible asset
reorganization in fiscal 2025 and intangible asset impairment charges recognized in fiscal 2026, that were determined to be non-realizable.

The composition of our operating loss carryforwards and tax credits at the end of fiscal 2026 was as follows:
 February 28, 2026
(in thousands)Tax Year
 Expiration
Date Range
Deferred
Tax
Assets
Operating
Loss
Carryforward
U.S. state operating loss carryforwards2036-2047$2,156 $43,850 
Non-U.S. operating loss carryforwards with definite carryover periods2028-204624,344 183,569 
Non-U.S. operating loss carryforwards with indefinite carryover periodsIndefinite20,200 115,628 
Subtotal 46,700 $343,047 
Less portion of valuation allowance established for operating loss carryforwards (43,895)
Total operating loss carryforwards, net of valuation allowance$2,805 

Any future amount of deferred tax asset considered realizable could be reduced in the near term if estimates of future taxable income during any carryforward periods are reduced.

During fiscal 2026, 2025 and 2024, changes in the total amount of unrecognized tax benefits (excluding interest and penalties) were as follows:
Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Total unrecognized tax benefits, beginning balance$605 $6,824 $6,018 
Tax positions taken during the current period 894 806 
Tax positions taken during the prior period184 — — 
Lapse in statute of limitations(605)— — 
Settlements (7,113)— 
Total unrecognized tax benefits, ending balance184 605 6,824 
Less current unrecognized tax benefits — — 
Non-current unrecognized tax benefits$184 $605 $6,824 

During fiscal 2026, the amount of unrecognized tax benefits decreased by $0.4 million primarily due to lapses in statutes of limitations. If we are able to sustain our positions with the relevant taxing authorities, approximately $0.2 million (excluding interest and penalties) of uncertain tax position liabilities as of February 28, 2026 would favorably impact our effective tax rate in future periods.

We classify interest and penalties on uncertain tax positions as income tax expense. At the end of fiscal 2026 and 2025, the liability for tax-related interest and penalties associated with unrecognized tax benefits was $0.1 million and $2.2 million, respectively. Additionally, during fiscal 2026, 2025 and 2024, we recognized tax benefits of $2.1 million, $1.0 million and a de minimis amount of tax expense, respectively, from tax-related interest and penalties in the consolidated statements of (loss) income.
We file income tax returns in the U.S. federal jurisdiction and in various states and foreign jurisdictions. As of February 28, 2026, tax years under examination or still subject to examination by material tax jurisdictions were as follows:
JurisdictionTax Years Under ExaminationOpen Tax Years
Barbados- None -20212026
China2009-201820092026
Macao- None -20212026
Switzerland- None -20212026
United Kingdom- None -20252026
U.S.- None -20222026

Following the adoption of ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, our cash income taxes paid, net of refunds, were as follows:
(in thousands)Fiscal Year Ended February 28, 2026
U.S. Federal
$14,817 
Other
2,648 
Total U.S.
17,465 
Hong Kong
(2,962)
Macao
6,152 
United Kingdom
2,707 
Other
3,163 
Total Non-U.S.
$9,060 
Total$26,525 
v3.26.1
Earnings Per Share
12 Months Ended
Feb. 28, 2026
Earnings Per Share [Abstract]  
Earnings Per Share
Note 19 - Earnings Per Share

We compute basic earnings per share using the weighted average number of shares of common stock outstanding during the period. We compute diluted earnings per share using the weighted average number of shares of common stock outstanding plus the effect of dilutive securities. Dilutive securities at any given point in time may consist of outstanding options to purchase common stock and issued and contingently issuable unvested RSUs, PSUs, RSAs, PSAs and other stock-based awards (see Note 8). Anti-dilutive securities are not included in the computation of diluted earnings per share under the treasury stock method.

The following table presents our weighted average basic and diluted shares outstanding for the periods shown:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Weighted average shares outstanding, basic23,002 23,012 23,865 
Incremental shares from share-based compensation arrangements 53 105 
Weighted average shares outstanding, diluted (1)23,002 23,065 23,970 
Anti-dilutive securities378 131 44 
(1)Due to the net loss for fiscal 2026, 97 thousand incremental shares from share-based compensation arrangements were excluded from the computation of diluted weighted average shares outstanding because their effect would be anti-dilutive.
v3.26.1
Schedule II - Valuation and Qualifying Accounts
12 Months Ended
Feb. 28, 2026
SEC Schedule, 12-09, Valuation and Qualifying Accounts [Abstract]  
Schedule II - Valuation and Qualifying Accounts
HELEN OF TROY LIMITED AND SUBSIDIARIES

Schedule II - Valuation and Qualifying Accounts

(in thousands)Beginning BalanceAdditions (1)Deductions (2)Ending Balance
Allowance for credit losses:
Year Ended February 28, 2026$4,294 $634 $5 $4,923 
Year Ended February 28, 2025$7,481 $(143)$3,044 $4,294 
Year Ended February 29, 2024$1,678 $6,103 $300 $7,481 
Deferred tax asset valuation allowance:    
Year Ended February 28, 2026$21,374 $107,866 $ $129,240 
Year Ended February 28, 2025$19,044 $2,330 $— $21,374 
Year Ended February 29, 2024$10,706 $8,338 $— $19,044 
(1)Additions to the allowance for credit losses represent periodic net charges to the allowance, inclusive of any recoveries of receivables previously written off. The addition to the allowance for credit losses in fiscal 2024, includes a charge for uncollectible receivables due to the bankruptcy of Bed, Bath & Beyond. In fiscal 2026, the addition to the deferred tax asset valuation allowance was primarily due to downward revisions to our internal forecasts utilized in our impairment testing during fiscal 2026 impacting the realizability of net deferred tax assets recorded in connection with the Company’s intangible asset reorganization in fiscal 2025 and intangible asset impairment charges recognized in fiscal 2026. In fiscal 2025, the addition to the deferred tax asset valuation allowance was principally due to changes in the value of operating loss carryforwards not expected to be used in future years. In fiscal 2024, the addition to the deferred tax asset valuation allowance was primarily due to net operating loss carryforwards recorded in fiscal 2024 as a result of the Bermuda corporate income tax enactment that are not expected to be recoverable, partially offset by changes in estimates of the recoverability of deferred tax assets.
(2)Deductions to the allowance for credit losses represent uncollectible balances written off. The deduction to the allowance for credit losses in fiscal 2025 was primarily due to the write-off of uncollectible Bed, Bath & Beyond balances.
v3.26.1
Insider Trading Arrangements
3 Months Ended
Feb. 28, 2026
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.26.1
Insider Trading Policies and Procedures
12 Months Ended
Feb. 28, 2026
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.26.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Feb. 28, 2026
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Risk Management and Strategy

The Company relies on electronic information systems, networks and technologies to conduct and support its operations and other functions and activities within the Company. We rely on commercially available systems, software, tools, third-party service providers and monitoring to provide security for processing, transmission and storage of confidential information and data. We have an enterprise-grade information security management program designed to identify, protect, detect and respond to and manage reasonably foreseeable material cybersecurity threats. To protect our information systems from cybersecurity threats, we use various security tools that help prevent, identify, escalate, investigate, remediate, respond and recover from identified vulnerabilities and cybersecurity incidents.

As part of the Company’s cybersecurity risk management program, we follow the NIST Cybersecurity Framework (“CSF”) to assess, identify and manage risks that arise from cybersecurity threats. The CSF is closely tied to the Company’s enterprise risk management processes to identify and document cybersecurity threats and prioritize responses. Included in the CSF process is the identification and
assessment of cybersecurity risks to systems, assets, data and resources. The Company also has a vulnerability management process in place. This vulnerability management process helps us to detect and identify threats and vulnerabilities and once identified, to remediate, respond and recover. In addition, our cybersecurity team subscribes to expert and industry standard security feeds and reports, which we use to identify new risks and new vulnerabilities in different systems and infrastructures. Our cybersecurity risk management program also includes cybersecurity awareness training for our associates and an incident response team (“IRT”).

The Company engages third-party service providers to perform 24/7 proactive monitoring, correlation and triage of logs and activity throughout our systems, networks and infrastructures. These processes are performed by cybersecurity service providers as well as automated detection. These processes include detection and response, as well as vulnerability management and remediation. The Company also has a vendor risk management process to assess risks related to technology third-party service providers where we initially assess their cybersecurity posture upon engaging their services. We annually review these vendors to update our risk assessment and to monitor for any changes that could present additional risks.

We also maintain a cyber incident response plan (“IRP”) with the objective of (1) providing a structured and systematic incident response process for cybersecurity threats that affect any of our electronic information systems and networks, (2) timely and effectively identifying, resolving and communicating cybersecurity incidents and (3) managing internal and external communications and reporting. Under the IRP, a dedicated information security coordinator is responsible for implementing the IRP, as well as:
identifying the IRT and any appropriate sub-teams to address specific cybersecurity incidents or categories of cybersecurity incidents;
coordinating IRT activities, including developing, maintaining and following appropriate procedures to respond to, communicate and document identified cybersecurity incidents;
conducting post-incident reviews to gather feedback on cybersecurity incident response procedures and address any identified gaps in security measures;
providing training and conducting periodic exercises to promote associate and stakeholder preparedness and awareness of the IRP; and
reviewing the IRP at least annually, or whenever there is a material change in our business practices that may reasonably affect our cyber incident response procedures.

If a cybersecurity incident occurs, under the IRP, the information security coordinator or a designee is required to notify, as necessary and applicable, the IRT and senior executives and organizational leadership, including our General Counsel, our business partners or service providers and other authorities. Our General Counsel, working with senior executives, is required under the IRP, as appropriate, to notify the Audit Committee of any cybersecurity incident. As discussed below, the Audit Committee of our Board of Directors oversees risk management relating to cybersecurity.

We and our third-party service providers have experienced and expect to continue to experience actual or attempted cyber-attacks of our information systems and networks. We do not believe we have experienced any material system security breach that to date has had a material impact on our operations or financial condition. However, if any such event, whether actual or perceived, were to occur, it could have a material adverse effect on our business, operating results and financial condition. For more information regarding the risks we face from cybersecurity threats, see Item 1A., “Risk Factors.”
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
The Company relies on electronic information systems, networks and technologies to conduct and support its operations and other functions and activities within the Company. We rely on commercially available systems, software, tools, third-party service providers and monitoring to provide security for processing, transmission and storage of confidential information and data. We have an enterprise-grade information security management program designed to identify, protect, detect and respond to and manage reasonably foreseeable material cybersecurity threats. To protect our information systems from cybersecurity threats, we use various security tools that help prevent, identify, escalate, investigate, remediate, respond and recover from identified vulnerabilities and cybersecurity incidents.

As part of the Company’s cybersecurity risk management program, we follow the NIST Cybersecurity Framework (“CSF”) to assess, identify and manage risks that arise from cybersecurity threats. The CSF is closely tied to the Company’s enterprise risk management processes to identify and document cybersecurity threats and prioritize responses. Included in the CSF process is the identification and
assessment of cybersecurity risks to systems, assets, data and resources. The Company also has a vulnerability management process in place. This vulnerability management process helps us to detect and identify threats and vulnerabilities and once identified, to remediate, respond and recover. In addition, our cybersecurity team subscribes to expert and industry standard security feeds and reports, which we use to identify new risks and new vulnerabilities in different systems and infrastructures. Our cybersecurity risk management program also includes cybersecurity awareness training for our associates and an incident response team (“IRT”).
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block] Cybersecurity is an important part of our enterprise risk management processes and an area of focus for our Board of Directors and management.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] The Audit Committee assists the Board of Directors in its oversight of risks related to cybersecurity and directly oversees risk management relating to cybersecurity.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The Audit Committee is also responsible for assessing the steps management has taken to monitor and control these risks and exposures and evaluating guidelines and policies with respect to our risk assessment and risk management. Our General Counsel, working with the Head of IT and other senior management, is responsible for determining and coordinating reports and updates to the Audit Committee or the Board of Directors, or as requested by the Audit Committee or the Board of Directors
Cybersecurity Risk Role of Management [Text Block] The Audit Committee is also responsible for assessing the steps management has taken to monitor and control these risks and exposures and evaluating guidelines and policies with respect to our risk assessment and risk management.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] The Audit Committee assists the Board of Directors in its oversight of risks related to cybersecurity and directly oversees risk management relating to cybersecurity. The Audit Committee is also responsible for assessing the steps management has taken to monitor and control these risks and exposures and evaluating guidelines and policies with respect to our risk assessment and risk management. Our General Counsel, working with the Head of IT and other senior management, is responsible for determining and coordinating reports and updates to the Audit Committee or the Board of Directors, or as requested by the Audit Committee or the Board of Directors. The Audit Committee reviews our cybersecurity program with management and reports to the Board of Directors with respect to, and its review of, the program. Cybersecurity reviews by the Audit Committee generally occur at least annually, or more frequently as determined to be necessary or advisable.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our current Head of IT has significant experience in information technology across a variety of industries, including consumer goods, pharma, logistics, manufacturing and outsourcing. Our current Head of IT and Vice President of Cloud, Infrastructure and Security Operations also have experience in cybersecurity, information security, policy, architecture, engineering and incident response
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] Our General Counsel, working with the Head of IT and other senior management, is responsible for determining and coordinating reports and updates to the Audit Committee or the Board of Directors, or as requested by the Audit Committee or the Board of Directors. The Audit Committee reviews our cybersecurity program with management and reports to the Board of Directors with respect to, and its review of, the program.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.26.1
Summary of Significant Accounting Policies and Related Information (Policies)
12 Months Ended
Feb. 28, 2026
Accounting Policies [Abstract]  
Corporate Overview and Principles of Consolidation
Corporate Overview

When used in these notes within this Annual Report on Form 10-K (the “Annual Report”), unless otherwise indicated or the context suggests otherwise, references to “the Company”, “our Company”, “Helen of Troy”, “we”, “us”, or “our” refer to Helen of Troy Limited and its subsidiaries, which are all wholly-owned. We refer to our common shares, par value $0.10 per share, as “common stock.” References to “fiscal” in connection with a numeric year number denotes our fiscal year ending on the last day of February, during the year number listed. References to “the FASB” refer to the Financial Accounting Standards Board. References to “GAAP” refer to accounting principles generally accepted in the United States of America (the “U.S.”). References to “ASU” refer to the codification of GAAP in the Accounting Standards Updates issued by the FASB. References to “ASC” refer to the codification of GAAP in the Accounting Standards Codification issued by the FASB.

We incorporated as Helen of Troy Corporation in Texas in 1968 and were reorganized as Helen of Troy Limited in Bermuda in 1994. We are a leading global consumer products company offering creative products and solutions for our customers through a diversified portfolio of brands. Our portfolio of brands includes OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon and Olive & June, among others. As of February 28, 2026, we operated two reportable segments: Home & Outdoor and Beauty & Wellness.

Our Home & Outdoor segment offers a broad range of outstanding world-class brands that help consumers enjoy everyday living inside their homes and outdoors. Our innovative products for home activities include food preparation and storage, cooking, cleaning, organization and beverage service. Our outdoor performance range, on-the-go food storage and beverageware includes lifestyle hydration products, coolers and food storage solutions, backpacks and travel gear. The Beauty & Wellness segment provides consumers with a broad range of outstanding world-class brands for beauty and wellness. In Beauty, we deliver innovation through products such as hair styling appliances, grooming tools, liquid and aerosol personal care products and nail care solutions that help consumers look and feel more beautiful. In Wellness, we are there when you need us most with highly regarded humidifiers, thermometers, water and air purifiers, heaters and fans.

Our business is seasonal due to different calendar events, holidays and seasonal weather and illness patterns. Our fiscal reporting period ends on the last day in February. Historically, our highest sales volume and operating income occur in our third fiscal quarter ending November 30th. We purchase our products from unaffiliated manufacturers, most of which are located in China, Vietnam, Mexico, and the U.S.

On December 16, 2024, we completed the acquisition of Olive & June, LLC (“Olive & June”), an innovative, omni-channel nail care brand. The Olive & June brand and products were added to the Beauty & Wellness segment. The total purchase consideration consists of initial cash consideration of $224.7 million, which is net of cash acquired and a favorable post-closing adjustment of $3.9 million, and contingent cash consideration of up to $15.0 million subject to Olive & June’s performance during calendar years 2025, 2026, and 2027, payable annually. See Note 6 for additional information.
Principles of Consolidation

The accompanying consolidated financial statements are prepared in accordance with GAAP and include all of our subsidiaries. Our consolidated financial statements are prepared in U.S. Dollars. All intercompany balances and transactions are eliminated in consolidation.

The preparation of consolidated financial statements in accordance with GAAP requires management to make estimates and assumptions that affect the amounts reported in our consolidated financial statements and accompanying notes. Actual results may differ materially from those estimates.
Cash and Cash Equivalents
Cash and Cash Equivalents

Cash equivalents include all highly liquid investments with an original maturity of three months or less. We maintain cash and cash equivalents at several financial institutions, which at times may not be federally insured or may exceed federally insured limits. We have not experienced any losses in such accounts and believe we are not exposed to any significant credit risks on such accounts. We consider money market accounts to be cash equivalents.
Receivables
Receivables

Our receivables are comprised of trade receivables from customers, primarily in the retail industry, offset by an allowance for credit losses. Our allowance for credit losses reflects our best estimate of expected credit losses over the receivables’ term, determined principally based on historical experience, specific allowances for known at-risk accounts and consideration of current economic conditions. Our policy is to write off receivables when we have determined they will no longer be collectible. Write-offs are applied as a reduction to the allowance for credit losses and any recoveries of previous write-offs are netted against bad debt expense in the period recovered.
Foreign Currency Transactions
Foreign Currency Transactions

The U.S. Dollar is the functional currency for the Company and all of its subsidiaries and is also the reporting currency for the Company; therefore, we do not have a translation adjustment recorded through accumulated other comprehensive (loss) income. All our non-U.S. subsidiaries’ transactions denominated in other currencies have been remeasured into U.S. Dollars using exchange rates in effect on the date each transaction occurred. In our consolidated statements of (loss) income, foreign currency exchange rate gains and losses resulting from the remeasurement of foreign income taxes receivables and payables and deferred income tax assets and liabilities are recognized in income tax expense (benefit), and all other foreign currency exchange rate gains and losses are recognized in SG&A.
We mitigate certain foreign currency exchange rate risk by using forward contracts to protect against the foreign currency exchange rate risk inherent in our transactions denominated in foreign currencies. For additional information on our derivatives see “Financial Instruments” below.
Inventory and Cost of Goods Sold
Inventory and Cost of Goods Sold

Our inventory consists almost entirely of finished goods. Inventories are stated at the lower of average cost or net realizable value. We write down a portion of our inventory to net realizable value based on the historical sales trends of products and estimates about future demand and market conditions, among other factors. Our average costs include the amounts we pay manufacturers for product, tariffs and duties associated with transporting product across national borders, freight costs associated with transporting the product from our manufacturers to our distribution facilities, and general and administrative expenses directly attributable to acquiring inventory, as applicable.

General and administrative expenses directly attributable to acquiring inventory include all the expenses of operating our sourcing activities and expenses incurred for packaging. We capitalized $28.6 million, $23.6 million, and $23.4 million of such general and administrative expenses into inventory during fiscal 2026, 2025 and 2024, respectively. We estimate that $10.6 million and $9.7 million of general and administrative expenses directly attributable to the procurement of inventory were included in our inventory balances on hand at February 28, 2026 and February 28, 2025, respectively.

The “Cost of goods sold” line item in the consolidated statements of (loss) income is comprised of the book value of inventory sold to customers during the reporting period and depreciation expense of tooling, molds and other production equipment. When circumstances dictate that we use net realizable value as the basis for recording inventory, we base our estimates on expected future selling prices less expected disposal costs.
Property and Equipment
Property and Equipment

These assets are primarily recorded at cost or fair value, if acquired as part of a business combination. Depreciation is recorded on a straight-line basis over the estimated useful lives of the assets. Expenditures for repair and maintenance of property and equipment are expensed as incurred.
Trademark License Agreements, Trade Names, Patents, and Other Intangible Assets
Trademark License Agreements, Trade Names, Patents, and Other Intangible Assets

A significant portion of our sales are made subject to trademark license agreements with various licensors. Our license agreements are reported on our consolidated balance sheets at cost, less accumulated amortization. The cost of our license agreements represent amounts paid to licensors to acquire the license or to alter the terms of the license in a manner that we believe to be in our best interest. Certain licenses have extension terms that may require additional payments to the licensor as part of the terms of renewal. We capitalize costs incurred to renew or extend the term of a license agreement and amortize such costs on a straight-line basis over the remaining term or economic life of the agreement, whichever is shorter. Royalty payments are not included in the cost of license agreements. Royalty expense under our license agreements is recognized as incurred and is included in our consolidated statements of (loss) income in SG&A. Net sales revenue subject to trademark license agreements, the majority of which require royalty payments, comprised approximately 32%, 36% and
37% of consolidated net sales revenue for fiscal 2026, 2025 and 2024, respectively. During fiscal 2026, one license agreement accounted for net sales revenue of approximately 10% of consolidated net sales revenue. No other trademark license agreements had associated net sales revenue that accounted for 10% or more of consolidated net sales revenue.

We also sell products under trade names that we own for which we have registered trademarks. Trade names that we acquire through acquisition from other entities are generally recorded on our consolidated balance sheets based upon the appraised fair value of the acquired asset, net of any accumulated amortization and impairment charges. Costs associated with developing trade names internally are recorded as expenses in the period incurred. In certain instances where trade names have readily determinable useful lives, we amortize their costs on a straight-line basis over such lives. In some instances, we have determined that such acquired assets have an indefinite useful life. In these cases, no amortization is recorded. Patents acquired through acquisition, if material, are recorded on our consolidated balance sheets based upon the appraised value of the acquired patents and amortized over the remaining life of the patent. Additionally, we incur certain costs in connection with the design and development of products to be covered by patents, which are capitalized as incurred and amortized on a straight-line basis over the life of the patent in the jurisdiction filed, typically 12 to 14 years.

Other intangible assets include customer relationships, customer lists and non-compete agreements that we acquired. These are recorded on our consolidated balance sheets based upon the fair value of the acquired asset and amortized on a straight-line basis over the remaining life of the asset as determined either by a third-party appraisal or the term of any controlling agreements.
Goodwill, Intangible and Other Long-Lived Assets and Related Impairment Testing
Goodwill, Intangible and Other Long-Lived Assets and Related Impairment Testing

Goodwill is recorded as the difference, if any, between the aggregate consideration paid and the fair value of the net tangible and intangible assets acquired in the acquisition of a business. The fair value of our assets acquired and liabilities assumed, as well as liabilities arising from contingent consideration, are typically based upon valuations performed by independent third-party appraisers.

We review goodwill and indefinite-lived intangible assets for impairment on an annual basis or more frequently whenever events or changes in circumstances indicate that their carrying value may not be recoverable. We consider whether circumstances or conditions exist which suggest that the carrying value of our goodwill and indefinite-lived intangible assets might be impaired. If such circumstances or conditions exist, we perform a qualitative assessment to determine whether it is more likely than not that the assets are impaired. We evaluate goodwill at the reporting unit level (operating segment or one level below an operating segment). We operate two reportable segments, Home & Outdoor and Beauty & Wellness, which are comprised of eight reporting units, one of which did not have any goodwill recorded as of the beginning of fiscal 2026 and two of which were fully impaired during fiscal 2026. If the results of the qualitative assessment indicate that it is more likely than not that the assets are impaired, further steps are required in order to determine whether the carrying value of each reporting unit and indefinite-lived intangible assets exceeds its fair market value. An impairment charge is recognized to the extent the goodwill or indefinite-lived intangible asset recorded exceeds the reporting unit’s or asset’s fair value. We perform our annual impairment testing for goodwill and indefinite-lived intangible assets as of the beginning of the fourth quarter of our fiscal year (see Note 7).

We review intangible assets with definite lives and long-lived assets held and used for impairment whenever a triggering event occurs that indicates their carrying value may not be recoverable. If such circumstances or conditions exist, we assess recoverability based on estimated future pre-tax undiscounted cash flows. If the carrying value exceeds the estimated future pre-tax undiscounted cash flows, further steps are required in order to determine whether the carrying value of each of the individual assets exceeds its fair market value. If our analysis indicates that an individual asset’s carrying value does exceed its fair value, an impairment charge is recognized equal to the excess of the carrying value
over the fair value. We evaluate any long-lived assets held for sale quarterly to determine if estimated fair value less cost to sell has changed during the reporting period.

The assumptions and estimates used in our impairment testing involve significant elements of subjective judgment and analysis by management. While we believe that the estimates and assumptions we use are reasonable at the time made, changes in business conditions or other unanticipated events and circumstances may occur that cause actual results to differ materially from projected results and this could potentially require future adjustments to our asset valuations.
Economic Useful Lives and Amortization of Intangible Assets
Economic Useful Lives and Amortization of Intangible Assets
Intangible assets consist primarily of trademark license agreements, trade names, customer relationships and lists, patents, and non-compete agreements. We amortize intangible assets over their economic useful lives, unless those assets’ economic useful lives are indefinite. If an intangible asset’s economic useful life is deemed indefinite, that asset is not amortized. The determination of the economic useful life of an intangible asset requires a significant amount of judgment and entails significant subjectivity and uncertainty.  When we acquire an intangible asset, we consider factors such as our plans for the asset, the market for products associated with the asset, economic factors, any legal, regulatory or contractual provisions and industry trends. We consider these same factors when reviewing the economic useful lives of our previously acquired intangible assets as well. We review the economic useful lives of our intangible assets at least annually, typically during the fourth quarter of each fiscal year, or when a triggering event occurs. For certain intangible assets subject to amortization, we use the straight-line method over appropriate periods ranging from 6 to 15 years for trademark licenses, 15 to 30 years for trade names, 4.5 to 19.5 years for customer relationships and lists, and 5 to 20 years for other definite-lived intangible assets
Financial Instruments
Financial Instruments
We use foreign currency forward contracts to manage our exposure to changes in foreign currency exchange rates. In addition, we use interest rate swaps to manage our exposure to changes in interest rates. All of our derivative assets and liabilities are recorded at fair value. Derivatives for which we have elected and qualify for hedge accounting include certain of our forward contracts (“foreign currency contracts”) and interest rate swaps. Our foreign currency contracts and interest rate swaps are designated as cash flow hedges and changes in fair value are recorded in Other Comprehensive (Loss) Income (“OCI”) until the hedge transaction is settled, at which point amounts are reclassified from Accumulated Other Comprehensive (Loss) Income (“AOCI”) to our consolidated statements of (loss) income. We evaluate our derivatives designated as cash flow hedges each quarter to assess hedge effectiveness. Foreign currency derivatives for which we have not elected hedge accounting consist of certain forward contracts, and any changes in the fair value of these derivatives are recorded in our consolidated statements of (loss) income. These undesignated derivatives are used to hedge monetary net asset and liability positions. Cash flows from our foreign currency derivatives and interest rate swaps are classified as cash flows from operating activities in our consolidated statements of cash flows, which is consistent with the classification of the cash flows from the underlying hedged item. Accordingly, we present interest paid net of cash flows from our interest rate swaps as supplemental information to our consolidated statements of cash flows. We do not enter into any derivatives or similar instruments for trading or other speculative purposes. We also invest in U.S. Treasury Bills as a component of our capital management strategy, which are recorded at amortized cost. Our investments in U.S. Treasury Bills are classified as held-to-maturity because we have the positive intent and ability to hold the securities to maturity. We invest in U.S. Treasury Bills with maturities ranging from two to five years.
Income Taxes and Uncertain Tax Positions
Income Taxes and Uncertain Tax Positions

The provision for income tax expense is calculated on reported (loss) income before income taxes based on current tax law and includes, in the current period, the cumulative effect of any changes in tax rates from those used previously in determining deferred tax assets and liabilities. Tax laws may require items to be included in the determination of taxable income at different times from when the items are reflected in the financial statements. Deferred tax balances reflect the effects of temporary differences between the financial statement carrying amounts of assets and liabilities and their tax bases, as well as from net operating losses and tax credit carryforwards, and are stated at enacted tax rates in effect for the year taxes are expected to be paid or recovered.

Deferred tax assets represent tax benefits for tax deductions or credits available in future years and require certain estimates and assumptions to determine whether it is more likely than not that all or a portion of the benefit will not be realized. The recoverability of these future tax deductions and credits is determined by assessing the adequacy of future expected taxable income from all sources, including the future reversal of existing taxable temporary differences, taxable income in carryback years, estimated future taxable income and available tax planning strategies. Should a change in facts or circumstances lead to a change in judgment about the ultimate recoverability of a deferred tax asset, we record or adjust the related valuation allowance in the period that the change in facts and circumstances occurs, along with a corresponding increase or decrease in income tax expense.

We record tax benefits for uncertain tax positions based upon management’s evaluation of the information available at the reporting date. To be recognized in the financial statements, the tax position must meet the more-likely-than-not threshold that the position will be sustained upon examination by the tax authority based on its technical merits assuming the tax authority has full knowledge of all relevant information. For positions meeting this recognition threshold, the benefit is measured as the largest amount that has greater than a 50 percent likelihood of being realized upon ultimate settlement. We reevaluate these uncertain tax positions on a quarterly basis. This evaluation is based on factors including, but not limited to, changes in facts or circumstances, changes in tax law, effectively settled issues under audit, historical experience with similar tax matters, guidance from our tax advisors, and new audit activity. For tax positions that do not meet the threshold requirement, we record liabilities for unrecognized tax benefits as a tax expense or benefit in the period recognized or reversed in our consolidated financial statements, including related accrued interest and penalties.
Revenue Recognition and Shipping and Handling Revenue and Expense
Revenue Recognition

Our revenue is primarily generated from the sale of non-customized consumer products to customers. These products are promised goods that are distinct performance obligations. Revenue is recognized when control of, and title to, the product sold transfers to the customer in accordance with applicable shipping terms, which can occur on the date of shipment or the date of receipt by the customer, depending on the customer and the agreed upon shipping terms. Payment terms from the sale of our products are typically due to us in thirty to ninety days after the date of sale.

We measure revenue as the amount of consideration for which we expect to be entitled in exchange for transferring goods. We allow for sales returns for specified periods of time, which are accounted for as variable consideration. We recognize an accrual for sales returns to reduce sales to reflect our best estimate of future customer returns, determined principally based on historical experience and specific allowances for known pending returns.

Certain customers may receive cash incentives such as customer, trade, and advertising discounts, as well as other customer-related programs, which are also accounted for as variable consideration. In some cases, we apply judgment, such as contractual rates and historical payment trends, when estimating variable consideration. Most of our variable consideration is classified as a reduction to net
sales. In instances when we purchase a distinct good or service from our customer and fair value can be reasonably estimated, these amounts are expensed in our consolidated statements of (loss) income in SG&A. The amount of consideration granted to customers recorded in SG&A was $30.6 million, $54.1 million, and $44.7 million for fiscal 2026, 2025 and 2024, respectively.

Sales taxes and other similar taxes are excluded from revenue. We have elected to account for shipping and handling activities as a fulfillment cost as permitted by the guidance. We generally do not have unsatisfied performance obligations since our performance obligations are satisfied at a single point in time.
Shipping and Handling Revenue and Expense
Shipping and handling revenue and expense are included in our consolidated statements of (loss) income in SG&A. This includes distribution facility costs, third-party logistics costs and outbound transportation costs we incur.
Advertising
Advertising
Advertising costs include cooperative retail advertising with our customers, traditional and digital media advertising and production expenses, and expenses associated with other promotional product messaging and consumer awareness programs. Advertising costs are expensed in the period in which they are incurred and included in our consolidated statements of (loss) income in SG&A.
Research and Development Expense
Research and Development Expense
Research and development expenses consist primarily of internal salary and employee benefit expenses and external contracted development efforts and expenses associated with development of products. Expenditures for research activities relating to product design, engineering, development and improvement are generally charged to expense as incurred and are included in our consolidated statements of (loss) income in SG&A.
Share-Based Compensation Plans
Share-Based Compensation Plans

We grant share-based compensation awards to non-employee directors and certain associates under our equity plans. We measure the cost of services received in exchange for equity awards, which include grants of restricted stock awards (“RSAs”), restricted stock units (“RSUs”), performance stock awards (“PSAs”), and performance stock units (“PSUs”), based on the fair value of the awards on the grant date. These awards may be subject to attainment of certain service conditions, performance conditions and/or market conditions. Share-based compensation expense is recognized using an accelerated attribution method for awards subject to graded vesting, over the requisite service period during which the employee is required to provide service in exchange for the award. For awards subject to performance conditions (“Performance Condition Awards”), compensation expense is recognized ratably over the cliff vesting requisite service period to the extent the performance conditions are considered probable. Estimating the number of shares of Performance Condition Awards that are probable of vesting requires judgment, and to the extent actual results or updated estimates differ from our current estimates, such amounts will be recorded as a cumulative adjustment to share-based compensation expense in the period estimates are revised. Share-based compensation expense is recorded ratably for PSAs and PSUs subject to attainment of market conditions (“Market Condition Awards”) during the cliff vesting requisite service
period and is not reversed, except for forfeitures, at the vesting date regardless of whether the market condition is met. We recognize forfeitures as they occur. All share-based compensation expense is recorded net of forfeitures in our consolidated statements of (loss) income.
The grant date fair value of RSAs, RSUs, PSAs, and PSUs is determined using the closing price of our common stock on the date of grant, except for Market Condition Awards, in which case we use a Monte Carlo simulation model. The Monte Carlo simulation model utilizes multiple input variables to estimate the probability that market conditions will be achieved and is applied to the closing price of our common stock on the date of grant.
New Accounting Pronouncements
Adopted

In July 2025, the FASB issued ASU 2025-05, Financial Instruments – Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets, which permits entities to elect a practical expedient to assume current conditions as of the balance sheet date will not change for the remaining life of accounts receivable and contract assets when developing forecasts as part of estimating expected credit losses. The amendments in ASU 2025-05 are effective for fiscal years beginning after December 15, 2025, and interim periods within those fiscal years, with early adoption permitted. The amendments should be applied prospectively. We adopted this ASU during the fourth quarter of fiscal 2026, and the adoption did not have a material impact on our consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, which provides qualitative and quantitative updates to the rate reconciliation and income taxes paid disclosures, among others, to enhance the transparency of income tax disclosures, including consistent categories and greater disaggregation of information in the rate reconciliation and disaggregation by jurisdiction of income taxes paid. The amendments in ASU 2023-09 are effective for fiscal years beginning after December 15, 2024, with early adoption permitted. The amendments should be applied prospectively; however, retrospective application is also permitted. This ASU was effective for our Form 10-K for fiscal 2026. We adopted this ASU prospectively to the current annual period, and the adoption did not have a material impact on our consolidated financial statement disclosures. See Note 18 for further details.

Not Yet Adopted

In September 2025, the FASB issued ASU 2025-06, Intangibles – Goodwill and Other – Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, which removes all references to software development project stages and requires entities to start capitalizing software costs when both of the following occur: (i) management has authorized and committed to funding the software project and (ii) it is probable that the project will be completed and the software will be used to perform the function intended. The amendments in ASU 2025-06 are effective for fiscal years beginning after December 15, 2027, and interim periods within those fiscal years, with early adoption permitted as of the beginning of a fiscal year. The amendments can be applied prospectively, retrospectively, or via a modified prospective transition method. This ASU will be effective for us in the first quarter of fiscal 2029. We are currently evaluating the impact this guidance may have on our consolidated financial statements.

In November 2024, the FASB issued ASU 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, which requires disaggregation of certain expenses in the notes to the financial statements in order to provide enhanced transparency into the expense captions presented on the face of the income
statement. The amendments in ASU 2024-03 are effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027, with early adoption permitted. The amendments should be applied prospectively; however, retrospective application is also permitted. This ASU will be effective for our Form 10-K for fiscal 2028 and our Form 10-Q for the first quarter of fiscal 2029. We are currently evaluating the impact this ASU may have on our consolidated financial statement disclosures.
v3.26.1
Leases (Tables)
12 Months Ended
Feb. 28, 2026
Leases [Abstract]  
Schedule of Additional Lease Information
A summary of supplemental lease information was as follows:
(in thousands, except lease term and discount rate)February 28, 2026February 28, 2025
Weighted average remaining lease term (years)10.27.1
Weighted average discount rate6.01%5.80%
Cash paid for amounts included in the measurement of lease liabilities$8,569$10,522
Operating lease assets obtained in exchange for operating lease liabilities$19,740$8,963
Schedule of Operating Lease Maturities
A summary of our estimated lease payments, imputed interest and liabilities was as follows:
(in thousands)February 28, 2026
Fiscal 2027$10,309 
Fiscal 20289,337 
Fiscal 20298,730 
Fiscal 20308,768 
Fiscal 20318,347 
Thereafter36,494 
Total future lease payments81,985 
Less: imputed interest(22,062)
Present value of lease liability$59,923 
Schedule of Lease Liabilities
(in thousands)February 28, 2026February 28, 2025
Lease liabilities, current (1)$7,039 $6,111 
Lease liabilities, non-current52,884 39,949 
Total lease liability$59,923 $46,060 
(1)Included as part of accrued expenses and other current liabilities on the consolidated balance sheets.
v3.26.1
Property and Equipment and Assets Held for Sale (Tables)
12 Months Ended
Feb. 28, 2026
Property, Plant and Equipment [Abstract]  
Schedule of Property and Equipment
A summary of property and equipment was as follows:
(in thousands)
Estimated Useful 
Lives (Years)
February 28, 2026February 28, 2025
Land  $13,716 $16,689 
Building and leasehold improvements340211,781 240,578 
Software, computer, furniture and other equipment320171,852 179,116 
Tooling, molds and other production equipment
3788,053 87,437 
Construction in progress  16,241 6,385 
Property and equipment, gross   501,643 530,205 
Less: accumulated depreciation   (193,622)(200,176)
Property and equipment, net   $308,021 $330,029 
v3.26.1
Accrued Expenses and Other Current Liabilities (Tables)
12 Months Ended
Feb. 28, 2026
Accrued Liabilities, Current [Abstract]  
Schedule of Accrued Expenses and Other Liabilities
A summary of accrued expenses and other current liabilities was as follows:
(in thousands)February 28, 2026February 28, 2025
Accrued compensation, benefits and payroll taxes$33,838 $16,096 
Accrued sales discounts and allowances44,209 36,600 
Accrued sales returns23,234 20,190 
Accrued advertising25,961 25,716 
Other72,364 62,138 
Total accrued expenses and other current liabilities$199,606 $160,740 
v3.26.1
Acquisition of Olive & June (Tables)
12 Months Ended
Feb. 28, 2026
Business Combination [Abstract]  
Schedule of Fair Values of Assets Acquired and Liabilities Assumed in Acquisition
The following table presents the estimated fair values of assets acquired and liabilities assumed at the acquisition date:
(in thousands)
Assets: 
Receivables$13,182 
Inventory15,121 
Prepaid expenses and other current assets3,920 
Property and equipment1,490 
Goodwill150,726 
Trade names - definite51,000 
Customer relationships - definite
8,000 
Other intangible assets - definite
1,600 
Other assets
275 
Total assets245,314 
Liabilities:
Accounts payable5,614 
Accrued expenses and other current liabilities12,731 
Other liabilities, non-current
2,300 
Total liabilities20,645 
Net assets recorded$224,669 
Schedule of Supplemental Pro Forma Impact on Consolidated Condensed Statements of Income
The impact of the acquisition of Olive & June on our consolidated statement of income for fiscal 2025 was as follows:
December 16, 2024 (acquisition date) through February 28, 2025
(in thousands, except loss per share data)
Fiscal Year Ended February 28, 2025 (1)
Sales revenue, net$23,010 
Net loss
(1,755)
Loss per share:
Basic$(0.08)
Diluted(0.08)
(1)Represents approximately eleven weeks of operating results from Olive & June, acquired December 16, 2024. Net loss and loss per share amounts include acquisition-related expenses, share-based compensation expense, amortization expense, interest expense and income tax expense.

The following supplemental unaudited pro forma information presents our financial results as if the acquisition of Olive & June had occurred on March 1, 2023. This supplemental pro forma information has been prepared for comparative purposes and does not necessarily indicate what may have occurred if the acquisition had been completed on March 1, 2023, and this information is not intended to be indicative of future results:
Fiscal Years Ended the Last Day of February,
(in thousands, except earnings per share data)
2025 (1)
2024
Sales revenue, net$1,980,423 $2,080,566 
Net income123,883 176,893 
Earnings per share:
Basic$5.38 $7.41 
Diluted5.37 7.38 
(1)Pro forma net income and earnings per share amounts for fiscal 2025 include acquisition-related expenses incurred by Olive & June and the Company of $8.9 million and $3.0 million, respectively, amortization expense of $4.7 million, and interest expense of $2.4 million.
v3.26.1
Goodwill and Intangibles (Tables)
12 Months Ended
Feb. 28, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of impaired intangible assets
Based on the outcome of these assessments, we recognized pre-tax asset impairment charges as follows:
Fiscal Years Ended Last Day of February
(in thousands)20262025
Home & Outdoor (1)
$332,565 $— 
Beauty & Wellness (2)553,296 51,455 
Total
$885,861 $51,455 
(1)Asset impairment charges recognized for our Home & Outdoor segment included charges for our Hydro Flask and Osprey businesses of $184.4 million and $148.1 million, respectively, during fiscal 2026.
(2)Asset impairment charges recognized for our Beauty & Wellness segment included charges for our Health & Wellness, Drybar, Curlsmith and Revlon businesses of $242.2 million, $154.5 million, $133.0 million and $23.5 million, respectively, during fiscal 2026, and a charge for our Drybar business of $51.5 million during fiscal 2025.
Schedule of Changes in Goodwill
The following table summarizes the changes in our goodwill by segment for fiscal 2026 and 2025:
(in thousands)Home &
 Outdoor
Beauty &
Wellness
Total
Gross carrying amount as of February 29, 2024
$491,777 $574,953 $1,066,730 
Accumulated impairment as of February 29, 2024
— — — 
Net carrying amount as of February 29, 2024
$491,777 $574,953 $1,066,730 
Acquisitions (1)— 154,839 154,839 
Impairment charges (2)— (38,670)(38,670)
Gross carrying amount as of February 28, 2025
491,777 729,792 1,221,569 
Accumulated impairment as of February 28, 2025
— (38,670)(38,670)
Net carrying amount as of February 28, 2025
$491,777 $691,122 $1,182,899 
Acquisitions (3) (4,113)(4,113)
Impairment charges (4)(229,058)(477,447)(706,505)
Gross carrying amount as of February 28, 2026
491,777 725,679 1,217,456 
Accumulated impairment as of February 28, 2026
(229,058)(516,117)(745,175)
Net carrying amount as of February 28, 2026
$262,719 $209,562 $472,281 
(1)Reflects the goodwill recorded in the Beauty & Wellness segment in connection with the acquisition of Olive & June on December 16, 2024. For additional information see Note 6.
(2)Reflects the goodwill impairment charge of $38.7 million recorded in the Beauty & Wellness segment to reduce our Drybar’s reporting unit’s goodwill to $134.3 million as of February 28, 2025.
(3)Reflects a favorable post-closing adjustment to goodwill recorded in the Beauty & Wellness segment during the first quarter of fiscal 2026, partially offset by an increase to goodwill for adjustments to a provisional current liability balance during the third quarter of fiscal 2026 in connection with the acquisition of Olive & June on December 16, 2024. For additional information see Note 6.
(4)Reflects the goodwill impairment charges of $115.9 million and $113.1 million related to our Hydro Flask and Osprey reporting units, respectively, recorded in the Home & Outdoor segment and $235.2 million, $134.3 million and $107.9 million related to our Heath & Wellness, Drybar and Curlsmith reporting units, respectively, recorded in the Beauty & Wellness segment. The remaining carrying values of the Osprey, Health & Wellness and Curlsmith reporting units’ goodwill as of February 28, 2026 were $96.6 million, $49.7 million and $9.2 million, respectively. The goodwill impairment charges recognized for the Hydro Flask and Drybar reporting units reduced the carrying values of their goodwill to zero.
Schedule of Other Intangible Assets and Related Amortization
The following table summarizes the components of our other intangible assets as follows:
February 28, 2026 (1)February 28, 2025 (1)
(in thousands)Gross Carrying AmountAccumulated AmortizationNet Carrying AmountGross Carrying AmountAccumulated AmortizationNet Carrying Amount
Indefinite-lived:
Trademark licenses
$7,400 $ $7,400 $7,400 $— $7,400 
Trade names (2)257,200  257,200 358,200 — 358,200 
Definite-lived:
Trademark licenses (3)45,385 (3,757)41,628 75,050 (9,454)65,596 
Trade names (4)53,004 (4,246)48,758 89,365 (14,030)75,335 
Customer relationships and lists (5)125,001 (115,034)9,967 168,201 (120,932)47,269 
Other intangibles (6)58,355 (50,458)7,897 74,297 (61,341)12,956 
Total $546,345 $(173,495)$372,850 $772,513 $(205,757)$566,756 
(1)Balances as of February 28, 2026 and February 28, 2025 include intangible assets recorded in connection with the acquisition of Olive & June on December 16, 2024. For additional information see Note 6.
(2)Balances as of February 28, 2026 reflect total impairment charges of $97.0 million, which includes $55.0 million related to our Hydro Flask trade name, $35.0 million related to our Osprey trade name and $7.0 million related to our PUR trade name. The remaining carrying values of the Osprey and PUR trade names as of February 28, 2026 were $135.0 million and $47.0 million, respectively. The impairment charges were recorded in the Home & Outdoor segment for Hydro Flask and Osprey and in the Beauty & Wellness segment for PUR. The remaining carrying value of the Hydro Flask trade name of $4.0 million was reclassified to a definite-lived trade name as of November 30, 2025 and was subsequently fully impaired during the fourth quarter of fiscal 2026 as discussed below in footnote 4 to this table.
(3)Balances as of February 28, 2026 reflect total impairment charges recorded in the Beauty & Wellness segment of $23.5 million related to our Revlon trademark license. The remaining carrying value of this trademark license as of February 28, 2026 was $39.4 million. As of November 30, 2025, the remaining useful life of the Revlon trademark license was revised from approximately 35 years to 10 years, which will increase annual amortization expense by approximately $2.9 million.
(4)Balances as of February 28, 2026 reflect total impairment charges of $26.1 million, which includes $15.4 million related to our Curlsmith trade name, $6.7 million related to our Drybar trade name and $3.9 million related to our Hydro Flask trade name. The Hydro Flask trade name impairment charge was recorded during the fourth quarter of fiscal 2026, as its remaining carrying value was reclassified to a definite-lived trade name as of November 30, 2025. Impairment charges recognized during fiscal 2026 on the Hydro Flask trade name prior to November 30, 2025 are discussed above in footnote 2 to this table. The remaining carrying value of the Curlsmith trade name as of February 28, 2026 was $1.9 million. The impairment charges recognized for the Drybar and Hydro Flask trade names reduced the carrying values of these assets to zero. The impairment charges were recognized in the Beauty & Wellness segment for Curlsmith and Drybar and in the Home & Outdoor segment for Hydro Flask. Balances as of February 28, 2025 reflect an impairment charge of $12.8 million to reduce the carrying value of the Drybar trade name to $7.0 million as of February 28, 2025.
(5)Balances as of February 28, 2026 reflect total impairment charges of $29.2 million, which includes $10.7 million related to our Drybar customer relationship, $9.7 million related to our Curlsmith customer relationship and $8.8 million related to our Hydro Flask customer relationship. The impairment charges were recorded in the Beauty & Wellness segment for Curlsmith and Drybar and in the Home & Outdoor segment for Hydro Flask. The impairment charges reduced the carrying values of these assets to zero.
(6)Balances as of February 28, 2026 reflect total impairment charges of $3.6 million, which includes $2.8 million and $0.8 million recorded in the Beauty & Wellness and Home & Outdoor segments, respectively, related to Drybar and Hydro Flask other intangibles which reduced the carrying values of these assets to zero.
Schedule of Amortization Expense Attributable to Intangible Assets
The following tables summarize amortization expense related to our other intangible assets as follows:
Aggregate Amortization Expense (in thousands)
 
Fiscal 2026$17,059 
Fiscal 202518,875 
Fiscal 202418,326 
Schedule of Estimated Amortization Expense of Intangible Assets
Estimated Amortization Expense (in thousands)
 
Fiscal 2027$13,102 
Fiscal 202810,436 
Fiscal 202910,408 
Fiscal 203010,111 
Fiscal 20319,281 
v3.26.1
Share-Based Compensation Plans (Tables)
12 Months Ended
Feb. 28, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Share-based Compensation Expense in SG&A
We recorded share-based compensation expense in SG&A as follows:
 Fiscal Years Ended Last Day of February,
(in thousands)
2026 (1)
20252024
Directors’ stock compensation$784 $785 $787 
Service Condition Awards16,983 11,407 12,345 
Performance Condition Awards(3,634)3,611 5,746 
Market Condition Awards1,862 4,529 13,790 
Employee stock purchase plan890 1,044 1,204 
Share-based compensation expense16,885 21,376 33,872 
Less: income tax benefits(1,444)(1,240)(2,110)
Share-based compensation expense, net of income tax benefits$15,441 $20,136 $31,762 
(1)Share-based compensation expense during fiscal 2026 includes a benefit for Performance Condition Awards, as a result of a change in estimate from target achievement to zero percent achievement for certain Performance Condition Awards granted during fiscal 2026, 2025 and 2024.
Schedule of Option Activity A summary of stock option activity under our 2008 plan was as follows:
(in thousands, except contractual term and per share data)
Options 
Weighted
Average
Exercise
Price
(per share) 
Weighted
Average
Remaining
Contractual
Term
(in years)
Intrinsic
Value 
Outstanding at February 28, 2025
4 $87.61 0.2$ 
Expirations(4)87.61 
Outstanding at February 28, 2026
 $ $ 
Exercisable at February 28, 2026
 $ $ 
Schedule of Award Activity A summary of Service Condition Awards activity during fiscal 2026 follows:
(in thousands, except per share data)Number of
Service Condition Awards
Weighted Average
Grant Date Fair Value
(per share)
Outstanding at February 28, 2025
268 $107.29 
Granted433 43.64 
Vested(148)95.79 
Forfeited(101)73.55 
Outstanding at February 28, 2026
452 $57.61 
A summary of Performance Condition Awards activity during fiscal 2026 follows and reflects all PSAs granted and outstanding at maximum achievement of 200% of Target:
(in thousands, except per share data)Number of Performance Condition Awards Weighted Average
Grant Date Fair Value
(per share)
Outstanding at February 28, 2025
421 $112.67 
Granted256 49.11 
Vested   
Forfeited (1)(221)112.58 
Outstanding at February 28, 2026
456 $77.02 
(1)Includes fiscal 2023 Performance Condition Awards which had a performance achievement level of 0%.
A summary of Market Condition Awards
activity during fiscal 2026 follows and reflects all PSAs granted and outstanding at maximum achievement of 200% of Target:
(in thousands, except per share data)Number of Market Condition Awards Weighted Average
Grant Date Fair Value
(per share)
Outstanding at February 28, 2025
241 $102.48 
Granted219 26.47 
Vested  
Forfeited (1)
(155)98.28 
Outstanding at February 28, 2026
305 $50.32 
(1)Includes fiscal 2023 Market Condition Awards which had a performance achievement level of 0%.
Schedule of Fair Value Measurement Inputs and Valuation Techniques The input variables utilized are included in the table below:
Fiscal Years Ended Last Day of February,
202620252024
Expected term in years333
Risk free interest rate3.9 %4.3 %4.6 %
Expected volatility 49.0 %41.0 %46.0 %
Expected dividend yield (1) %— %— %
(1)The Monte Carlo method assumes a reinvestment of dividends.
v3.26.1
Repurchases of Common Stock (Tables)
12 Months Ended
Feb. 28, 2026
Equity [Abstract]  
Schedule of Share Repurchase Activity
The following table summarizes our share repurchase activity for the periods shown:
 Fiscal Years Ended Last Day of February,
(in thousands, except share and per share data)202620252024
Common stock repurchased on the open market:   
Number of shares 1,011,243 381,200 
Aggregate value of shares$ $100,019 $50,006 
Average price per share$ $98.91 $131.18 
Common stock received in connection with share-based compensation:   
Number of shares51,025 27,453 51,332 
Aggregate value of shares$1,915 $3,169 $5,216 
Average price per share$37.53 $115.42 $101.60 
v3.26.1
Long-Term Debt (Tables)
12 Months Ended
Feb. 28, 2026
Debt Disclosure [Abstract]  
Schedule of Long-term Debt
A summary of our long-term debt follows:
(in thousands)February 28, 2026February 28, 2025
Amended Credit Agreement:
Revolving loans$308,200 $678,100 
Term loans477,344 243,750 
Total borrowings under Amended Credit Agreement785,544 921,850 
Unamortized prepaid financing fees(4,733)(4,956)
Total long-term debt780,811 916,894 
Less: current maturities of long-term debt(25,000)(9,375)
Long-term debt, excluding current maturities$755,811 $907,519 
Schedule of Aggregate Annual Maturities of Long-term Debt
Aggregate annual maturities of our long-term debt as of February 28, 2026 were as follows:
(in thousands)
Fiscal 2027$25,000 
Fiscal 202825,000 
Fiscal 2029735,544 
Fiscal 2030— 
Fiscal 2031— 
Thereafter— 
Total$785,544 
Schedule of Interest Rates On Credit Agreement
The following table contains information about interest rates and the related weighted average borrowings outstanding under our Amended Credit Agreement, including under the prior credit agreement, for the periods presented below:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Amended Credit Agreement:
Average borrowings outstanding (1)$876,070$761,245$806,415
Average effective interest rate (2)6.3%6.6%6.4%
Interest rate range (3)
5.9% - 8.5%
5.9% - 9.3%
6.5% - 9.3%
Weighted average interest rate on borrowings outstanding at year end (4)
5.7%5.6%6.0%
(1)Average borrowings outstanding is computed as the average of the current and four prior quarters ending balances outstanding.
(2)The average effective interest rate during each year is computed by dividing the total interest expense associated with the borrowing for a fiscal year by the average borrowings outstanding for the same fiscal year. We included the impact of our interest rate swaps and commitment fees incurred under the Amended Credit Agreement and prior credit agreement in computing total interest expense.
(3)Interest rate range reflects the interest rates on the borrowings under the Amended Credit Agreement and prior credit agreement, pursuant to the respective agreements, and excludes the impact of our interest rate swaps.
(4)The weighted average interest rate on borrowings outstanding at year end under the Amended Credit Agreement is computed inclusive of the impact of our interest rate swaps.
Schedule of debt, restrictive covenants Amends the maximum Leverage Ratio financial covenant so that it is not permitted to be greater than as set forth below as of the end of the fiscal quarter:
Fiscal Quarter Ending
Maximum
Leverage Ratio
November 30, 2025
4.50 to 1.00
February 28, 2026 through August 31, 2026
4.50 to 1.00
November 30, 2026
4.00 to 1.00
February 28, 2027 through May 31, 2027
3.75 to 1.00
August 31, 2027 and each fiscal quarter thereafter
3.50 to 1.00
v3.26.1
Fair Value (Tables)
12 Months Ended
Feb. 28, 2026
Fair Value Disclosures [Abstract]  
Schedule of the carrying amount and fair value of financial assets and liabilities measured and recorded at fair value The following table presents the fair value of our financial assets and liabilities:
Fair Value
(in thousands)February 28, 2026February 28, 2025
Assets: 
Cash equivalents (money market accounts)$4,189 $3,852 
U.S. Treasury Bills
11,175 11,268 
Interest rate swaps381 1,065 
Foreign currency derivatives375 2,163 
Total assets$16,120 $18,348 
Liabilities: 
Interest rate swaps$196 $221 
Contingent consideration
5,400 4,100 
Foreign currency derivatives2,954 119 
Total liabilities$8,550 $4,440 
Schedule of Changes in level 3 contingent consideration liability
The following table presents the changes in our Level 3 contingent consideration liability:
Fiscal Years Ended Last Day of February,
(in thousands)20262025
Balance at beginning of period
$4,100 $— 
Acquisition (1) 4,100 
Changes in fair value (2)1,300 — 
Balance at end of period (3)$5,400 $4,100 
(1)As of the acquisition date, we recorded a liability for the estimated fair value of the contingent consideration of $4.1 million.
(2)Reflects an increase in the estimated fair value of our contingent consideration liability, which was recognized in SG&A during fiscal 2026, all of which related to our contingent consideration liability outstanding as of February 28, 2026.
(3)As of February 28, 2026 and February 28, 2025, the estimated fair value of the contingent consideration liability was $5.4 million and $4.1 million, respectively, of which $5.3 million and $1.8 million was included within accrued expenses and other current liabilities, respectively, and $0.1 million and $2.3 million was included within other liabilities, non-current, respectively, in our consolidated balance sheet.
Schedule of Fair Value Measurements Nonrecurring
The following tables present the remaining carrying value of the assets that were remeasured to fair value on a non-recurring basis:
Fair Value Measurements Fiscal 2026 Asset Impairment Charges
(in thousands)February 28, 2026Level 1Level 2Level 3
Goodwill
$472,281 $ $ $472,281 $706,505 
Indefinite-lived intangible assets264,600   264,600 97,000 
Definite-lived intangible assets108,250   108,250 82,356 
Total$845,131 $ $ $845,131 $885,861 
Fair Value Measurements Fiscal 2025 Asset Impairment Charges
(in thousands)February 28, 2025Level 1Level 2Level 3
Goodwill
$1,182,899 $— $— $1,182,899 $38,670 
Definite-lived trade names75,335 — — 75,335 12,785 
Total$1,258,234 $— $— $1,258,234 $51,455 
v3.26.1
Financial Instruments and Risk Management (Tables)
12 Months Ended
Feb. 28, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of fair values of derivative instruments
The following tables summarize the fair values of our derivative instruments at the end of fiscal 2026 and 2025:
 (in thousands)
February 28, 2026

Derivatives designated as hedging instruments
Hedge
Type
Final
Settlement
Date
Notional AmountPrepaid
Expenses
and Other
Current
Assets
Other
Assets
Accrued
Expenses
and Other
Current
Liabilities
Other
Liabilities,
Non-Current
Forward contracts - sell EuroCash flow11/202767,000 $149 $137 $1,239 $ 
Forward contracts - sell Canadian DollarsCash flow10/2027$29,600 23 8 330  
Forward contracts - sell PoundsCash flow12/2027£32,000  33 1,174 42 
Forward contracts - sell Norwegian KronerCash flow2/2027kr30,000   156  
Interest rate swaps (1)Cash flow8/2027$425,000 381  130 66 
Subtotal   553 178 3,029 108 
Derivatives not designated under hedge accounting       
Forward contracts - sell Euro
(2)3/20266,764 25    
Forward contracts - buy Pounds(2)3/2026£787   13  
Subtotal   25  13  
Total fair value   $578 $178 $3,042 $108 
    
 (in thousands)
February 28, 2025

Derivatives designated as hedging instruments
Hedge
Type
Final
Settlement Date
Notional AmountPrepaid
Expenses
and Other
Current
Assets
Other
Assets
Accrued
Expenses
and Other
Current
Liabilities
Other
Liabilities,
Non-Current
Forward contracts - sell EuroCash flow2/202635,000 $1,266 $— $— $— 
Forward contracts - sell Canadian DollarsCash flow2/2026$8,000 38 — — — 
Forward contracts - sell PoundsCash flow2/2026£24,950 788 — 99 — 
Forward contracts - sell Norwegian KronerCash flow8/2025kr10,000 71 — — — 
Interest rate swapsCash flow8/2026$550,000 763 302 221 — 
Subtotal 2,926 302 320 — 
Derivatives not designated under hedge accounting       
Forward contracts - sell Euro
(2)3/2025680 — — — 
Forward contracts - sell Pounds
(2)3/2025£1,280 — — 18 — 
Subtotal— — 20 — 
Total fair value   $2,926 $302 $340 $— 
(1)Includes a forward-starting interest rate swap agreement effective March 1, 2026 with a notional amount of $100 million.
(2)These forward contracts, for which we have not elected hedge accounting, hedge monetary net asset and liability positions for the notional amounts reported, creating an economic hedge against currency movements.
Schedule of pre-tax effect of derivative instruments
The pre-tax effects of derivative instruments designated as cash flow hedges for fiscal 2026 and 2025 were as follows:
 Fiscal Years Ended Last Day of February,
 
Gain (Loss)
Recognized in AOCI
Gain (Loss) Reclassified
from AOCI into Income
(in thousands)20262025Location20262025
Foreign currency contracts - cash flow hedges$(11,492)$3,294 Sales revenue, net$(6,837)$1,441 
Interest rate swaps - cash flow hedges2,289 2,401 Interest expense2,948 4,061 
Total$(9,203)$5,695  $(3,889)$5,502 

The pre-tax effects of derivative instruments not designated under hedge accounting for fiscal 2026 and 2025 were as follows:
 Fiscal Years Ended Last Day of February,
 Gain (Loss) 
Recognized in Income
(in thousands)Location20262025
Forward contractsSG&A$(645)$76 
Total $(645)$76 
v3.26.1
Accumulated Other Comprehensive Income (Loss) (Tables)
12 Months Ended
Feb. 28, 2026
Comprehensive Income (Loss), Net of Tax, Attributable to Parent [Abstract]  
Schedule of Changes in Accumulated Other Comprehensive Income (Loss) by Component
The changes in AOCI by component and related tax effects for fiscal 2026 and 2025 were as follows:
(in thousands)Interest
Rate Swaps
Foreign
Currency
Contracts
Total
Balance at February 29, 2024$1,917 $182 $2,099 
Other comprehensive income before reclassification2,401 3,294 5,695 
Amounts reclassified out of AOCI(4,061)(1,441)(5,502)
Tax effects389 (403)(14)
Other comprehensive (loss) income(1,271)1,450 179 
Balance at February 28, 2025$646 $1,632 $2,278 
Other comprehensive income (loss) before reclassification2,289 (11,492)(9,203)
Amounts reclassified out of AOCI(2,948)6,837 3,889 
Tax effects154 1,005 1,159 
Other comprehensive loss(505)(3,650)(4,155)
Balance at February 28, 2026$141 $(2,018)$(1,877)
v3.26.1
Segment and Geographic Information (Tables)
12 Months Ended
Feb. 28, 2026
Segment Reporting [Abstract]  
Schedule of segment information
The following tables summarize reportable segment information with a reconciliation to our consolidated results for the periods presented:
Fiscal Year Ended February 28, 2026
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Sales revenue, net$832,870 $953,420 $1,786,290 
Less: (2)
Cost of goods sold
428,182 542,414 970,596 
Operating expense (3)674,432 923,343 1,597,775 
Operating loss$(269,744)$(512,337)$(782,081)
Non-operating income, net
982 
Interest expense
57,739 
Loss before income tax$(838,838)

Fiscal Year Ended February 28, 2025
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Sales revenue, net$906,331 $1,001,334 $1,907,665 
Less: (2)
Cost of goods sold
431,924 561,335 993,259 
Operating expense (3)354,806 416,852 771,658 
Operating income
$119,601 $23,147 $142,748 
Non-operating income, net
838 
Interest expense
51,922 
Income before income tax
$91,664 

Fiscal Year Ended February 29, 2024
(in thousands)
Home & Outdoor
Beauty & WellnessTotal
Sales revenue, net$916,381 $1,088,669 $2,005,050 
Less: (2)
Cost of goods sold
440,737 615,653 1,056,390 
Operating expense (3)332,912 355,159 688,071 
Operating income
$142,732 $117,857 $260,589 
Non-operating income, net
1,518 
Interest expense
53,065 
Income before income tax
$209,042 
(1)Fiscal 2026 includes a full year of operating results from Olive & June, acquired on December 16, 2024, compared to approximately eleven weeks of operating results in fiscal 2025. For additional information see Note 6.
(2)These significant expense categories and amounts align with the reportable segment information that is regularly provided to the CODM.
(3)Operating expense for both reportable segments includes SG&A expense and restructuring charges. Fiscal 2026 operating expense also includes asset impairment charges of $885.9 million, of which $332.6 million and $553.3 million was recognized in our Home & Outdoor and Beauty & Wellness segments, respectively. Fiscal 2025 operating expense also includes asset impairment charges of $51.5 million in our Beauty & Wellness segment. See Note 7 for further information on the asset impairment charges.
The following tables summarize reportable segment information for the periods presented:
Fiscal Year Ended February 28, 2026
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Capital and intangible asset expenditures$18,089 $21,137 $39,226 
Depreciation and amortization24,597 28,698 53,295 
Non-cash share-based compensation
6,781 10,104 16,885 
Asset impairment charges
332,565 553,296 885,861 

Fiscal Year Ended February 28, 2025
(in thousands)
Home & Outdoor
Beauty &
Wellness (1)
Total
Capital and intangible asset expenditures$14,275 $15,797 $30,072 
Depreciation and amortization26,088 28,960 55,048 
Non-cash share-based compensation
10,402 10,974 21,376 
Asset impairment charges— 51,455 51,455 

Fiscal Year Ended February 29, 2024
(in thousands)
Home & Outdoor
Beauty & Wellness Total
Capital and intangible asset expenditures$28,012 $8,632 $36,644 
Depreciation and amortization24,595 26,904 51,499 
Non-cash share-based compensation
16,319 17,553 33,872 
(1)Fiscal 2026 includes a full year of operating results from Olive & June, acquired on December 16, 2024, compared to approximately eleven weeks of operating results in fiscal 2025. For additional information see Note 6.
Schedule of net sales by geographic region
The following table presents net sales revenue by geographic region, in U.S. Dollars. Net sales are attributed to countries based on the customer’s location.
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
U.S.$1,278,045 71.5 %$1,356,750 71.1 %$1,478,134 73.7 %
Canada74,004 4.2 %82,501 4.3 %82,122 4.1 %
EMEA293,260 16.4 %294,954 15.5 %284,434 14.2 %
Asia Pacific107,112 6.0 %125,426 6.6 %116,157 5.8 %
Latin America33,869 1.9 %48,034 2.5 %44,203 2.2 %
Total sales revenue, net$1,786,290 100.0 %$1,907,665 100.0 %$2,005,050 100.0 %
Schedule of domestic and international long-lived assets
Our U.S. and international long-lived assets were as follows:
(in thousands)February 28, 2026February 28, 2025
U.S.$331,517 $342,033 
International25,875 23,059 
Total$357,392 $365,092 
v3.26.1
Income Taxes (Tables)
12 Months Ended
Feb. 28, 2026
Income Tax Disclosure [Abstract]  
Schedule of Components of Income Before Taxes
Our components of (loss) income before income tax were as follows:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
U.S.$(341,573)$19,827 $68,957 
Non-U.S.(497,265)71,837 140,085 
Total$(838,838)$91,664 $209,042 
Schedule of Components of Income Tax Expense (Benefit)
Our components of income tax expense (benefit) were as follows:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Current:   
U.S. federal$14,263 $9,570 $9,259 
State3,880 5,046 2,704 
Non-U.S.3,992 29,279 15,275 
 22,135 43,895 27,238 
Deferred:   
U.S. federal(15,584)(2,287)9,449 
State(3,539)614 3,252 
Non-U.S.57,132 (74,309)509 
 38,009 (75,982)13,210 
Total$60,144 $(32,087)$40,448 
Schedule of Effective Income Tax Rate Reconciliation Our income tax rate reconciliation for fiscal 2026 was as follows:
Fiscal Year Ended February 28, 2026
 (in thousands)Percent
Tax at U.S. federal statutory tax rate$(176,156)21.0 %
State and local income taxes, net of federal income tax effect (1)411  %
Foreign tax effects:
Switzerland
Statutory tax rate difference47,502 (5.7)%
Cantonal and local taxes (2)
Vaud changes in valuation allowances42,030 (5.0)%
Vaud asset impairment10,124 (1.2)%
Vaud taxes and other(28,901)3.4 %
Changes in valuation allowances64,603 (7.7)%
Asset impairment15,561 (1.9)%
Other(6,892)0.8 %
United Kingdom
Asset impairment26,984 (3.2)%
Other(5,639)0.7 %
Other foreign jurisdictions2,707 (0.3)%
Effect of cross-border tax laws1,437 (0.2)%
Nontaxable or nondeductible items:
Asset impairment63,732 (7.6)%
Other4,071 (0.5)%
Changes in unrecognized tax benefits(2,529)0.3 %
Other items1,099 (0.1)%
Effective income tax rate$60,144 (7.2)%
(1)State taxes in Mississippi and Texas made up the majority of the tax effect in this category.
(2)Cantonal taxes in Vaud made up the majority of the tax effect in this category.
Our income tax rate reconciliations for prior periods have not been adjusted and continue to reflect the presentation requirements in effect before the adoption of ASU 2023-09.
 Fiscal Years Ended Last Day of February,
 20252024
Effective income tax rate at the U.S. statutory rate21.0 %21.0 %
Impact of U.S. state income taxes5.6 %2.2 %
Effect of statutory tax rate in Macau(3.5)%(4.0)%
Effect of statutory tax rate in Barbados(1.6)%(2.4)%
Effect of statutory tax rate in Switzerland(0.3)%(1.8)%
Effect of income from other non-U.S. operations subject to varying rates2.4 %2.3 %
Effect of foreign exchange fluctuations3.2 %(0.3)%
Effect of stock compensation
2.3 %1.2 %
Effect of uncertain tax positions(7.7)%0.4 %
Effect of non-deductible executive compensation1.5 %1.9 %
Effect of intangible asset reorganization
(70.5)%— %
Effect of asset impairment
2.2 %— %
Effect of changes in valuation allowance
2.5 %3.9 %
Effect of base erosion and anti-abuse tax
0.9 %— %
Effect of changes in tax rates6.8 %(4.4)%
Other items0.2 %(0.7)%
Effective income tax rate(35.0)%19.3 %
Schedule of Components of Deferred Tax Assets and Liabilities
The tax effects of temporary differences that give rise to significant portions of the deferred tax assets and liabilities were as follows:
(in thousands)February 28, 2026February 28, 2025
Deferred tax assets, gross:
Operating loss carryforwards and tax credits$46,700 $22,436 
Accounts receivable6,650 5,976 
Inventories17,264 18,373 
Operating lease liabilities13,913 10,448 
Research and development expenditures3,901 4,911 
Interest limitation15,904 13,616 
Accrued expenses and other7,403 5,613 
Amortization
55,705 14,033 
Total gross deferred tax assets167,440 95,406 
Valuation allowance(129,240)(21,374)
Deferred tax liabilities:  
Operating lease assets(11,446)(7,844)
Depreciation(25,229)(27,811)
Total deferred tax assets, net$1,525 $38,377 
Schedule of Operating Loss Carryforwards
The composition of our operating loss carryforwards and tax credits at the end of fiscal 2026 was as follows:
 February 28, 2026
(in thousands)Tax Year
 Expiration
Date Range
Deferred
Tax
Assets
Operating
Loss
Carryforward
U.S. state operating loss carryforwards2036-2047$2,156 $43,850 
Non-U.S. operating loss carryforwards with definite carryover periods2028-204624,344 183,569 
Non-U.S. operating loss carryforwards with indefinite carryover periodsIndefinite20,200 115,628 
Subtotal 46,700 $343,047 
Less portion of valuation allowance established for operating loss carryforwards (43,895)
Total operating loss carryforwards, net of valuation allowance$2,805 
Schedule of Unrecognized Tax Benefits
During fiscal 2026, 2025 and 2024, changes in the total amount of unrecognized tax benefits (excluding interest and penalties) were as follows:
Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Total unrecognized tax benefits, beginning balance$605 $6,824 $6,018 
Tax positions taken during the current period 894 806 
Tax positions taken during the prior period184 — — 
Lapse in statute of limitations(605)— — 
Settlements (7,113)— 
Total unrecognized tax benefits, ending balance184 605 6,824 
Less current unrecognized tax benefits — — 
Non-current unrecognized tax benefits$184 $605 $6,824 
Schedule of Material Tax Years Under Examination or Still Subject to Examination by Major Tax Jurisdictions As of February 28, 2026, tax years under examination or still subject to examination by material tax jurisdictions were as follows:
JurisdictionTax Years Under ExaminationOpen Tax Years
Barbados- None -20212026
China2009-201820092026
Macao- None -20212026
Switzerland- None -20212026
United Kingdom- None -20252026
U.S.- None -20222026
Schedule of Income Tax Paid
Following the adoption of ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, our cash income taxes paid, net of refunds, were as follows:
(in thousands)Fiscal Year Ended February 28, 2026
U.S. Federal
$14,817 
Other
2,648 
Total U.S.
17,465 
Hong Kong
(2,962)
Macao
6,152 
United Kingdom
2,707 
Other
3,163 
Total Non-U.S.
$9,060 
Total$26,525 
v3.26.1
Earnings Per Share (Tables)
12 Months Ended
Feb. 28, 2026
Earnings Per Share [Abstract]  
Schedule of Components of Basic and Diluted Shares
The following table presents our weighted average basic and diluted shares outstanding for the periods shown:
 Fiscal Years Ended Last Day of February,
(in thousands)202620252024
Weighted average shares outstanding, basic23,002 23,012 23,865 
Incremental shares from share-based compensation arrangements 53 105 
Weighted average shares outstanding, diluted (1)23,002 23,065 23,970 
Anti-dilutive securities378 131 44 
(1)Due to the net loss for fiscal 2026, 97 thousand incremental shares from share-based compensation arrangements were excluded from the computation of diluted weighted average shares outstanding because their effect would be anti-dilutive.
v3.26.1
Summary of Significant Accounting Policies and Related Information - Corporate Overview and Principles of Consolidation (Details)
$ / shares in Units, $ in Millions
3 Months Ended 12 Months Ended
Dec. 16, 2024
USD ($)
May 31, 2025
USD ($)
Feb. 28, 2026
segment
$ / shares
Feb. 28, 2025
$ / shares
Business Combination, Separately Recognized Transaction [Line Items]        
Common stock, par value (in dollars per share) | $ / shares     $ 0.10 $ 0.10
Number of segments | segment     2  
Olive & June, LLC        
Business Combination, Separately Recognized Transaction [Line Items]        
Purchase consideration, net of cash acquired $ 224.7      
Increase (decrease) to purchase consideration due to working capital adjustment (3.9) $ (3.9)    
Contingent cash consideration $ 15.0      
v3.26.1
Summary of Significant Accounting Policies and Related Information - Receivables (Details) - Gross trade receivables - Customer concentration risk
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Customer One    
Receivables    
Concentration risk percentage 20.00% 21.00%
Customer Two    
Receivables    
Concentration risk percentage 15.00% 17.00%
Customer Three    
Receivables    
Concentration risk percentage 13.00% 17.00%
Five top customers    
Receivables    
Concentration risk percentage 55.00% 62.00%
v3.26.1
Summary of Significant Accounting Policies and Related Information - Inventory and Cost of Goods Sold (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Summary of significant accounting policies      
General and administrative expenses charged to inventory $ 28.6 $ 23.6 $ 23.4
General and administrative expenses directly attributable to the procurement of inventory included in inventory balances $ 10.6 $ 9.7  
Cost of goods sold manufactured by vendors | Supplier concentration risk | Vendors in Far East      
Summary of significant accounting policies      
Concentration risk percentage 83.00% 79.00% 79.00%
Cost of goods sold manufactured by vendors | Supplier concentration risk | Vendors Located in China      
Summary of significant accounting policies      
Concentration risk percentage 57.00% 63.00% 62.00%
Cost of goods sold manufactured by vendors | Supplier concentration risk | Vendor located in Mexico      
Summary of significant accounting policies      
Concentration risk percentage   14.00% 12.00%
Cost of goods sold manufactured by vendors | Supplier concentration risk | Top two manufacturers      
Summary of significant accounting policies      
Concentration risk percentage 15.00% 21.00% 19.00%
Cost of goods sold manufactured by vendors | Supplier concentration risk | Top five suppliers      
Summary of significant accounting policies      
Concentration risk percentage 27.00% 36.00% 33.00%
v3.26.1
Summary of Significant Accounting Policies and Related Information - Trademark License Agreements, Trade Name, Patents, and Other Intangible Assets (Details) - agreement
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Foreign Currency Risk and Currency Exchange Uncertainties      
Number of license agreements 1    
Patents | Minimum      
Foreign Currency Risk and Currency Exchange Uncertainties      
Weighted average life (in years) 12 years    
Patents | Maximum      
Foreign Currency Risk and Currency Exchange Uncertainties      
Weighted average life (in years) 14 years    
Net sales revenue | Net sales revenue subject to trademark license agreements | Licensor One      
Foreign Currency Risk and Currency Exchange Uncertainties      
Concentration risk percentage 10.00%    
Trademark License and Royalty Agreements | Net sales revenue | Net sales revenue subject to trademark license agreements      
Foreign Currency Risk and Currency Exchange Uncertainties      
Concentration risk percentage 32.00% 36.00% 37.00%
v3.26.1
Summary of Significant Accounting Policies and Related Information - Goodwill, Intangible and Other Long-Lived Assets and Related Impairment Testing (Details)
12 Months Ended
Feb. 28, 2026
reporting_unit
segment
Accounting Policies [Abstract]  
Number of segments | segment 2
Number of reporting units 8
Number of reporting units, goodwill impaired 2
v3.26.1
Summary of Significant Accounting Policies and Related Information - Economic Useful Lives and Amortization of Intangible Assets (Details)
Feb. 28, 2026
Minimum | License  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 6 years
Minimum | Trade names  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 15 years
Minimum | Customer relationships and lists  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 4 years 6 months
Minimum | Other intangible assets  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 5 years
Maximum | License  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 15 years
Maximum | Trade names  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 30 years
Maximum | Customer relationships and lists  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 19 years 6 months
Maximum | Other intangible assets  
Finite-Lived Intangible Assets [Line Items]  
Weighted average life (in years) 20 years
v3.26.1
Summary of Significant Accounting Policies and Related Information - Financial Instruments (Details) - U.S. Treasury Bills
Feb. 28, 2026
Minimum  
Long-term debt  
Term of US treasury bills held to maturity 2 years
Maximum  
Long-term debt  
Term of US treasury bills held to maturity 5 years
v3.26.1
Summary of Significant Accounting Policies and Related Information - Revenue Recognition and Costs and Expenses (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Product Liability Contingency [Line Items]      
Customer incentives in SG&A $ 30,600 $ 54,100 $ 44,700
Advertising costs in SG&A 132,500 134,800 106,800
Research and development expenses 54,000 53,900 56,500
Shipping and handling expenses in SG&A 970,596 993,259 1,056,390
Shipping and Handling      
Product Liability Contingency [Line Items]      
Shipping and handling expenses in SG&A $ 148,500 $ 156,600 $ 156,700
v3.26.1
Leases - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Lessee, Lease, Description [Line Items]      
Operating Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Accrued Liabilities, Current Accrued Liabilities, Current  
Operating lease expense $ 12.8 $ 15.8 $ 14.8
Short-term lease expense $ 3.5 $ 4.7 $ 4.6
Minimum      
Lessee, Lease, Description [Line Items]      
Remaining lease terms 1 year    
Maximum      
Lessee, Lease, Description [Line Items]      
Remaining lease terms 20 years    
v3.26.1
Leases - Schedule of Additional Lease Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Leases [Abstract]    
Weighted average remaining lease term (years) 10 years 2 months 12 days 7 years 1 month 6 days
Weighted average discount rate (as a percent) 6.01% 5.80%
Cash paid for amounts included in the measurement of lease liabilities $ 8,569 $ 10,522
Operating lease assets obtained in exchange for operating lease liabilities $ 19,740 $ 8,963
v3.26.1
Leases - Schedule of Operating Lease Maturities (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Leases [Abstract]    
Fiscal 2027 $ 10,309  
Fiscal 2028 9,337  
Fiscal 2029 8,730  
Fiscal 2030 8,768  
Fiscal 2031 8,347  
Thereafter 36,494  
Total future lease payments 81,985  
Less: imputed interest (22,062)  
Present value of lease liability $ 59,923 $ 46,060
v3.26.1
Leases - Schedule of Lease Liabilities (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Leases [Abstract]    
Lease liabilities, current $ 7,039 $ 6,111
Lease liabilities, non-current 52,884 39,949
Total lease liability $ 59,923 $ 46,060
Operating Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Accrued Liabilities, Current Accrued Liabilities, Current
v3.26.1
Property and Equipment and Assets Held for Sale - Schedule of Property and Equipment (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Property, Plant and Equipment, Net, by Type [Abstract]    
Property and equipment, gross $ 501,643 $ 530,205
Less: accumulated depreciation (193,622) (200,176)
Property and equipment, net 308,021 330,029
Land    
Property, Plant and Equipment, Net, by Type [Abstract]    
Property and equipment, gross 13,716 16,689
Building and leasehold improvements    
Property, Plant and Equipment, Net, by Type [Abstract]    
Property and equipment, gross $ 211,781 240,578
Building and leasehold improvements | Minimum    
Property, Plant and Equipment, Net, by Type [Abstract]    
Estimated Useful  Lives (Years) 3 years  
Building and leasehold improvements | Maximum    
Property, Plant and Equipment, Net, by Type [Abstract]    
Estimated Useful  Lives (Years) 40 years  
Software, computer, furniture and other equipment    
Property, Plant and Equipment, Net, by Type [Abstract]    
Property and equipment, gross $ 171,852 179,116
Software, computer, furniture and other equipment | Minimum    
Property, Plant and Equipment, Net, by Type [Abstract]    
Estimated Useful  Lives (Years) 3 years  
Software, computer, furniture and other equipment | Maximum    
Property, Plant and Equipment, Net, by Type [Abstract]    
Estimated Useful  Lives (Years) 20 years  
Tooling, molds and other production equipment    
Property, Plant and Equipment, Net, by Type [Abstract]    
Property and equipment, gross $ 88,053 87,437
Tooling, molds and other production equipment | Minimum    
Property, Plant and Equipment, Net, by Type [Abstract]    
Estimated Useful  Lives (Years) 3 years  
Tooling, molds and other production equipment | Maximum    
Property, Plant and Equipment, Net, by Type [Abstract]    
Estimated Useful  Lives (Years) 7 years  
Construction in progress    
Property, Plant and Equipment, Net, by Type [Abstract]    
Property and equipment, gross $ 16,241 $ 6,385
v3.26.1
Property and Equipment and Assets Held for Sale - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Apr. 14, 2026
Sep. 28, 2023
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Feb. 27, 2026
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Depreciation expense     $ 36,200 $ 36,200 $ 33,200  
Accumulated depreciation     193,622 200,176    
Gain on disposal of property and equipment     286 32 233  
Disposal Group, Held-for-Sale, Not Discontinued Operations            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Property reclassified to held-for-sale           $ 23,100
Accumulated depreciation           $ 29,900
Disposal Group, Disposed of by Sale, Not Discontinued Operations | Beauty & Wellness | Subsequent Event | Distribution Facility In Southaven MS            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Purchase price from sale $ 82,000          
Transaction costs 3,800          
Property reclassified to held-for-sale 23,300          
Accumulated depreciation 29,400          
Gain on disposal of property and equipment $ 54,900          
Distribution and Office Facilities, El Paso, Texas            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Purchase price from sale   $ 50,600        
Transaction costs   $ 1,100        
Lease term of leaseback   18 months        
Leaseback transaction, fair value of prepaid rent   $ 1,900        
Increase in sales price for prepaid rent         1,900  
Distribution and Office Facilities, El Paso, Texas | Disposal Group, Held-for-Sale, Not Discontinued Operations            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Gain on sales-leaseback transaction         34,200  
Distribution and Office Facilities, El Paso, Texas | Disposal Group, Held-for-Sale, Not Discontinued Operations | Beauty & Wellness            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Gain on sales-leaseback transaction         18,000  
Distribution and Office Facilities, El Paso, Texas | Disposal Group, Held-for-Sale, Not Discontinued Operations | Home & Outdoor            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Gain on sales-leaseback transaction         16,200  
Cost of Goods Sold            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Depreciation expense     10,200 11,900 12,600  
SG&A            
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]            
Depreciation expense     $ 26,000 $ 24,300 $ 20,600  
v3.26.1
Accrued Expenses and Other Current Liabilities (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Accrued Liabilities, Current [Abstract]    
Accrued compensation, benefits and payroll taxes $ 33,838 $ 16,096
Accrued sales discounts and allowances 44,209 36,600
Accrued sales returns 23,234 20,190
Accrued advertising 25,961 25,716
Other 72,364 62,138
Total accrued expenses and other current liabilities $ 199,606 $ 160,740
v3.26.1
Acquisition of Olive & June - Narrative (Details)
$ in Thousands
3 Months Ended 12 Months Ended
Apr. 30, 2026
USD ($)
Dec. 16, 2024
USD ($)
May 31, 2025
USD ($)
Feb. 28, 2026
USD ($)
Feb. 28, 2025
USD ($)
Dec. 16, 2024
Dec. 16, 2024
installment
Dec. 16, 2024
numberOfInstallment
Business Combination, Separately Recognized Transaction [Line Items]                
Adjustment to goodwill, assets and liability balances       $ 4,113        
Trade names                
Business Combination, Separately Recognized Transaction [Line Items]                
Up-front license fee   $ 51,000            
Amortization period of intangible assets   15 years            
Customer relationships                
Business Combination, Separately Recognized Transaction [Line Items]                
Up-front license fee   $ 8,000            
Amortization period of intangible assets   8 years 6 months            
Noncompete agreements                
Business Combination, Separately Recognized Transaction [Line Items]                
Up-front license fee   $ 1,600            
Amortization period of intangible assets   5 years            
Olive & June, LLC                
Business Combination, Separately Recognized Transaction [Line Items]                
Membership interest acquired           100.00%    
Purchase consideration, net of cash acquired   $ 224,700            
Increase (decrease) to purchase consideration due to working capital adjustment   3,900 $ 3,900          
Contingent cash consideration   15,000            
Acquisition related costs         $ 3,000      
Business combination, contingent consideration, number of installments             3 3
Contingent consideration   4,100            
Contingent consideration, liability, current   1,800   5,300        
Contingent consideration, liability, noncurrent   $ 2,300   $ 100        
Adjustment to goodwill, assets and liability balances     300          
Increase (decrease) to goodwill due to working capital adjustment     $ 3,900          
Olive & June, LLC | Subsequent Event                
Business Combination, Separately Recognized Transaction [Line Items]                
Contingent consideration payment $ 5,000              
v3.26.1
Acquisition of Olive & June - Schedule of Net Assets Recorded Upon Acquisition (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Dec. 16, 2024
Feb. 29, 2024
Assets:        
Goodwill $ 472,281 $ 1,182,899   $ 1,066,730
Olive & June, LLC        
Assets:        
Receivables     $ 13,182  
Inventory     15,121  
Prepaid expenses and other current assets     3,920  
Property and equipment     1,490  
Goodwill     150,726  
Other assets     275  
Total assets     245,314  
Liabilities:        
Accounts payable     5,614  
Accrued expenses and other current liabilities     12,731  
Other liabilities, non-current     2,300  
Total liabilities     20,645  
Net assets recorded     224,669  
Olive & June, LLC | Trade names        
Assets:        
Finite lived intangible assets     51,000  
Olive & June, LLC | Customer relationships        
Assets:        
Finite lived intangible assets     8,000  
Olive & June, LLC | Other intangible assets        
Assets:        
Finite lived intangible assets     $ 1,600  
v3.26.1
Acquisition of Olive & June - Schedule of Supplemental Pro Forma Impact on Consolidated Condensed Statements of Income (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Earnings per share:      
Amortization expenses $ 17,059 $ 18,875 $ 18,326
Interest expense $ 57,739 51,922 53,065
Olive & June, LLC      
Business Combination [Line Items]      
Sales revenue, net   23,010  
Net loss   $ (1,755)  
Earnings Per Share [Abstract]      
Basic (in dollars per share)   $ (0.08)  
Diluted (in dollars per share)   $ (0.08)  
Sales revenue, net   $ 1,980,423 2,080,566
Net income   $ 123,883 $ 176,893
Earnings per share:      
Basic (in dollars per share)   $ 5.38 $ 7.41
Diluted (in dollars per share)   $ 5.37 $ 7.38
Acquisition related expense   $ 3,000  
Amortization expenses   4,700  
Interest expense   2,400  
Olive & June, LLC | Olive & June, LLC      
Earnings per share:      
Acquisition related expense   $ 8,900  
v3.26.1
Goodwill and Intangibles - Schedule of Pre-Tax Asset Impairment Charges (Details) - USD ($)
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges $ 885,861,000 $ 51,455,000 $ 0
Beauty & Wellness | Health & Wellness      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 242,200,000    
Beauty & Wellness | Drybar      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 154,500,000 51,500,000  
Beauty & Wellness | Curlsmith      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 133,000,000.0    
Beauty & Wellness | Revlon Businesses      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 23,500,000    
Home & Outdoor | Hydro Flask      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 184,400,000    
Home & Outdoor | Osprey Reporting Units      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 148,100,000    
Operating Segments      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 885,861,000 51,455,000  
Operating Segments | Beauty & Wellness      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges 553,296,000 51,455,000  
Operating Segments | Home & Outdoor      
Finite-Lived Intangible Assets [Line Items]      
Asset impairment charges $ 332,565,000 $ 0  
v3.26.1
Goodwill and Intangibles - Schedule of Goodwill (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Goodwill [Roll Forward]      
Gross carrying value, beginning balance $ 1,221,569 $ 1,066,730  
Accumulated impairment (745,175) (38,670) $ 0
Acquisitions   154,839  
Goodwill 472,281 1,182,899 1,066,730
Acquisitions $ (4,113)    
Goodwill, Impairment Loss, Statement of Income or Comprehensive Income [Extensible Enumeration] Asset impairment charges    
Impairment charges $ (706,505) (38,670)  
Gross carrying value, ending balance 1,217,456 1,221,569  
Drybar Reporting Units      
Goodwill [Roll Forward]      
Goodwill 0    
Hydro Flask Reporting Units      
Goodwill [Roll Forward]      
Goodwill 0    
Osprey Reporting Units      
Goodwill [Roll Forward]      
Goodwill 96,600    
Health & Wellness Reporting Units      
Goodwill [Roll Forward]      
Goodwill 49,700    
Curlsmith Reporting Unit      
Goodwill [Roll Forward]      
Goodwill 9,200    
Beauty & Wellness      
Goodwill [Roll Forward]      
Gross carrying value, beginning balance 729,792 574,953  
Accumulated impairment (516,117) (38,670) 0
Acquisitions   154,839  
Goodwill 209,562 691,122 574,953
Acquisitions (4,113)    
Impairment charges (477,447) (38,670)  
Gross carrying value, ending balance 725,679 729,792  
Beauty & Wellness | Drybar Reporting Units      
Goodwill [Roll Forward]      
Goodwill 134,300 134,300  
Impairment charges (134,300)    
Beauty & Wellness | Health & Wellness Reporting Units      
Goodwill [Roll Forward]      
Impairment charges (235,200)    
Beauty & Wellness | Curlsmith Reporting Unit      
Goodwill [Roll Forward]      
Impairment charges (107,900)    
Home & Outdoor      
Goodwill [Roll Forward]      
Gross carrying value, beginning balance 491,777 491,777  
Accumulated impairment (229,058) 0 0
Acquisitions   0  
Goodwill 262,719 491,777 $ 491,777
Acquisitions 0    
Impairment charges (229,058) 0  
Gross carrying value, ending balance 491,777 $ 491,777  
Home & Outdoor | Hydro Flask Reporting Units      
Goodwill [Roll Forward]      
Impairment charges (115,900)    
Home & Outdoor | Osprey Reporting Units      
Goodwill [Roll Forward]      
Impairment charges $ (113,100)    
v3.26.1
Goodwill and Intangibles - Schedule of Other Intangible Assets (Details) - USD ($)
$ in Thousands
9 Months Ended 12 Months Ended
Nov. 30, 2025
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Dec. 01, 2025
Finite-Lived Intangible Assets [Line Items]          
Gross Carrying Amount   $ 546,345 $ 772,513    
Accumulated Amortization   (173,495) (205,757)    
Net Carrying Amount   372,850 566,756    
Indefinite-lived intangible assets   97,000      
Impairment charges   82,356 12,785    
Amortization expenses   17,059 18,875 $ 18,326  
Trademark licenses          
Finite-Lived Intangible Assets [Line Items]          
Gross Carrying Amount   45,385 75,050    
Accumulated Amortization   (3,757) (9,454)    
Net Carrying Amount   41,628 65,596    
Trademark licenses | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   39,400      
Impairment charges   23,500      
Weighted Average Life (in years) 35 years       10 years
Trademark licenses | Beauty & Wellness | Intangible Assets, Amortization Period          
Finite-Lived Intangible Assets [Line Items]          
Amortization expenses $ 2,900        
Trade names          
Finite-Lived Intangible Assets [Line Items]          
Gross Carrying Amount   53,004 89,365    
Accumulated Amortization   (4,246) (14,030)    
Net Carrying Amount   48,758 75,335    
Trade names | Hydro Flask Reporting Units | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   0      
Indefinite-lived intangible asset, net reclassified to finite-lived intangible asset   4,000      
Trade names | Drybar          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   7,000      
Impairment charges   12,800      
Trade names | Drybar | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   0      
Trade names | Curlsmith Reporting Unit | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   1,900      
Customer relationships and lists          
Finite-Lived Intangible Assets [Line Items]          
Gross Carrying Amount   125,001 168,201    
Accumulated Amortization   (115,034) (120,932)    
Net Carrying Amount   9,967 47,269    
Impairment charges   29,200      
Customer relationships and lists | Hydro Flask Reporting Units | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Impairment charges   8,800      
Customer relationships and lists | Hydro Flask Reporting Units | Home & Outdoor          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   0      
Customer relationships and lists | Drybar | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   0      
Impairment charges   10,700      
Customer relationships and lists | Curlsmith Reporting Unit | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   0      
Impairment charges   9,700      
Other intangible assets          
Finite-Lived Intangible Assets [Line Items]          
Gross Carrying Amount   58,355 74,297    
Accumulated Amortization   (50,458) (61,341)    
Net Carrying Amount   7,897 12,956    
Impairment charges   3,600      
Other intangible assets | Hydro Flask Reporting Units | Home & Outdoor          
Finite-Lived Intangible Assets [Line Items]          
Impairment charges   800      
Other intangible assets | Drybar | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Impairment charges   2,800      
Other intangible assets | Drybar and Hydro Flask Reporting Units          
Finite-Lived Intangible Assets [Line Items]          
Net Carrying Amount   0      
Trademark licenses          
Finite-Lived Intangible Assets [Line Items]          
Infinite-lived intangible assets   7,400 7,400    
Trade names          
Finite-Lived Intangible Assets [Line Items]          
Infinite-lived intangible assets   257,200 $ 358,200    
Indefinite-lived intangible assets   97,000      
Impairment charges   26,100      
Trade names | Hydro Flask Reporting Units | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Indefinite-lived intangible assets   55,000      
Impairment charges   3,900      
Trade names | Osprey Reporting Units | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Indefinite-lived intangible assets   35,000      
Trade names | Osprey Reporting Units | Home & Outdoor          
Finite-Lived Intangible Assets [Line Items]          
Infinite-lived intangible assets   135,000      
Trade names | PUR Trade Names | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Infinite-lived intangible assets   47,000      
Indefinite-lived intangible assets   7,000      
Trade names | Drybar | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Impairment charges   6,700      
Trade names | Curlsmith Reporting Unit | Beauty & Wellness          
Finite-Lived Intangible Assets [Line Items]          
Impairment charges   $ 15,400      
v3.26.1
Goodwill and Intangibles - Amortization (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Goodwill and Intangible Assets Disclosure [Abstract]      
Amortization of intangible assets continued operations $ 17,059 $ 18,875 $ 18,326
Estimated Amortization Expense      
Fiscal 2027 13,102    
Fiscal 2028 10,436    
Fiscal 2029 10,408    
Fiscal 2030 10,111    
Fiscal 2031 $ 9,281    
v3.26.1
Share-Based Compensation Plans - Narrative (Details)
$ / shares in Units, $ in Millions
12 Months Ended
Aug. 22, 2018
shares
Feb. 28, 2026
USD ($)
plan
$ / shares
shares
Feb. 28, 2025
USD ($)
$ / shares
shares
Feb. 29, 2024
USD ($)
$ / shares
shares
Feb. 28, 2023
shares
Feb. 28, 2022
shares
Feb. 28, 2021
shares
Feb. 29, 2020
shares
Feb. 28, 2019
shares
Feb. 28, 2018
shares
Feb. 28, 2017
shares
Share-based compensation plans                      
Number of expired share based compensation plans | plan   2                  
Number of active share-based compensation plans | plan   2                  
New grants of options (in shares)   0 0 0 0 0 0 0 0 0 0
Exercises (in shares) | $   $ 0.0 $ 0.2 $ 0.3              
Target percentage for performance stock awards   0.00% 0.00% 0.00%              
Target achievement as a percentage   83.00% 81.00% 0.00%              
Unrecognized compensation expense | $   $ 15.0                  
Weighted average period of recognition (in years)   1 year 9 months 18 days                  
The 2025 Plan                      
Share-based compensation plans                      
Shares available for issuance (in shares)   1,102,944                  
Employee Stock                      
Share-based compensation plans                      
Shares purchased for 2018 ESPP (in shares)   94,685                  
Maximum withholding percentage of employee wages or salaries for the purchase of shares of common stock 15.00%                    
Purchase price for shares acquired under the plan as a percentage of the share's fair market value 85.00%                    
Restricted Stock | Directors | The 2018 Plan and The 2025 Plan                      
Share-based compensation plans                      
Shares issued under plan (in shares)   29,080                  
Aggregate grant date fair value of shares issued (in dollars per share) | $   $ 0.8 $ 0.8 $ 0.8              
Grant date fair value (in dollars per share) | $ / shares   $ 26.97                  
Restricted Stock Awards and Restricted Stock Units | The 2018 Plan                      
Share-based compensation plans                      
Grant date fair value (in dollars per share) | $ / shares   $ 43.64 $ 99.20 $ 109.97              
Fair value of awards vested | $   $ 5.5 $ 8.8 $ 6.2              
Restricted Stock Awards and Restricted Stock Units | 2008 Stock Incentive Plan                      
Share-based compensation plans                      
Grant date fair value (in dollars per share) | $ / shares   $ 43.64                  
Vested (in shares)   (148,000)                  
Performance Stock Awards                      
Share-based compensation plans                      
Performance period for PSU awards   3 years                  
Target percentage for performance stock awards   100.00%                  
Performance Stock Awards | Cliff Vest                      
Share-based compensation plans                      
Award vesting period   3 years                  
Performance Stock Awards | The 2018 Plan                      
Share-based compensation plans                      
Fair value of awards vested | $   $ 0.0 $ 0.0 $ 7.5              
Market Condition Awards                      
Share-based compensation plans                      
Grant date fair value (in dollars per share) | $ / shares   $ 26.47 $ 91.19 $ 80.49              
Performance period for PSU awards   3 years                  
Target achievement as a percentage   100.00%                  
Market Condition Awards | Cliff Vest                      
Share-based compensation plans                      
Award vesting period   3 years                  
Market Condition Awards | 2008 Stock Incentive Plan                      
Share-based compensation plans                      
Vested (in shares)   0 0                
Minimum | Restricted Stock Awards and Restricted Stock Units                      
Share-based compensation plans                      
Award vesting period   2 years                  
Minimum | Performance Stock Awards                      
Share-based compensation plans                      
Target percentage for performance stock awards   0.00%                  
Minimum | Market Condition Awards                      
Share-based compensation plans                      
Target achievement as a percentage   0.00%                  
Maximum | Employee Stock                      
Share-based compensation plans                      
Shares purchased for 2018 ESPP (in shares) 750,000                    
Maximum | Restricted Stock Awards and Restricted Stock Units                      
Share-based compensation plans                      
Award vesting period   4 years                  
Maximum | Performance Stock Awards                      
Share-based compensation plans                      
Target percentage for performance stock awards   200.00%                  
Maximum | Market Condition Awards                      
Share-based compensation plans                      
Target achievement as a percentage   200.00%                  
v3.26.1
Share-Based Compensation Plans - Included in SG&A (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Target percentage for performance stock awards 0.00% 0.00% 0.00%
SG&A      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Share-based compensation expense $ 16,885 $ 21,376 $ 33,872
Less: income tax benefits (1,444) (1,240) (2,110)
Share-based compensation expense, net of income tax benefits 15,441 20,136 31,762
Service Condition Awards | SG&A      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Share-based compensation expense 16,983 11,407 12,345
Performance Condition Awards | SG&A      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Share-based compensation expense (3,634) 3,611 5,746
Market Condition Awards | SG&A      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Share-based compensation expense 1,862 4,529 13,790
Employee stock purchase plan | SG&A      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Share-based compensation expense 890 1,044 1,204
Directors | SG&A      
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]      
Share-based compensation expense $ 784 $ 785 $ 787
v3.26.1
Share-Based Compensation Plans - Schedule of Stock Option Activity (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Stock options    
Options     
Outstanding at the beginning of the period (in shares) 4  
Outstanding at the end of the period (in shares) 0 4
Exercisable at the end of the period (in shares) 0  
Weighted Average Exercise Price (per share)     
Outstanding at the beginning of the period (in dollars per share) $ 87.61  
Outstanding at the end of the period (in dollars per share) 0 $ 87.61
Exercisable at the end of the period (in dollars per share) $ 0  
Weighted Average Remaining Contractual Term (in years)    
Weighted average remaining contractual term (in years)   2 months 12 days
Intrinsic Value     
Outstanding at the beginning of the period (in shares) $ 0  
Outstanding at the end of the period (in shares) 0 $ 0
Exercisable at the end of the period (in shares) $ 0  
Stock Option Officers, Employees and Consultants    
Options     
Expirations (in shares) (4)  
Weighted Average Exercise Price (per share)     
Expirations (in dollars per share) $ 87.61  
v3.26.1
Share-Based Compensation Plans - Restricted Stock Unit Activity (Details) - $ / shares
shares in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Weighted Average Grant Date Fair Value (per share)      
Target achievement as a percentage 83.00% 81.00% 0.00%
Target percentage for performance stock awards 0.00% 0.00% 0.00%
Restricted Stock Awards and Restricted Stock Units      
Number of Service Condition Awards      
Forfeited (in shares) (101)    
Weighted Average Grant Date Fair Value (per share)      
Forfeited (in dollars per share) $ 73.55    
Performance Shares      
Number of Service Condition Awards      
Outstanding at the beginning of the period (in shares) 421    
Granted (in shares) 256    
Vested (in shares) 0    
Forfeited (in shares) (221)    
Outstanding at the end of the period (in shares) 456 421  
Weighted Average Grant Date Fair Value (per share)      
Outstanding at the beginning of the period (in dollars per share) $ 112.67    
Granted (in dollars per share) 49.11 $ 89.50 $ 110.83
Vested (in dollars per share) 0    
Forfeited (in dollars per share) 112.58    
Outstanding at the end of the period (in dollars per share) $ 77.02 $ 112.67  
Market Condition Awards      
Number of Service Condition Awards      
Outstanding at the beginning of the period (in shares) 241    
Granted (in shares) 219    
Forfeited (in shares) (155)    
Outstanding at the end of the period (in shares) 305 241  
Weighted Average Grant Date Fair Value (per share)      
Outstanding at the beginning of the period (in dollars per share) $ 102.48    
Granted (in dollars per share) 26.47 $ 91.19 $ 80.49
Forfeited (in dollars per share) 98.28    
Outstanding at the end of the period (in dollars per share) $ 50.32 $ 102.48  
Target achievement as a percentage 100.00%    
Market Condition Awards | Maximum      
Weighted Average Grant Date Fair Value (per share)      
Target achievement as a percentage 200.00%    
2020 Performance Awards | Maximum      
Weighted Average Grant Date Fair Value (per share)      
Target percentage for performance stock awards 0.00%    
Target percentage for performance stock awards 0.00%    
2008 Stock Incentive Plan | Restricted Stock Awards and Restricted Stock Units      
Number of Service Condition Awards      
Outstanding at the beginning of the period (in shares) 268    
Granted (in shares) 433    
Vested (in shares) (148)    
Outstanding at the end of the period (in shares) 452 268  
Weighted Average Grant Date Fair Value (per share)      
Outstanding at the beginning of the period (in dollars per share) $ 107.29    
Granted (in dollars per share) 43.64    
Vested (in dollars per share) 95.79    
Outstanding at the end of the period (in dollars per share) $ 57.61 $ 107.29  
2008 Stock Incentive Plan | Market Condition Awards      
Number of Service Condition Awards      
Vested (in shares) 0 0  
Weighted Average Grant Date Fair Value (per share)      
Vested (in dollars per share) $ 0    
v3.26.1
Share-Based Compensation Plans - Fair Value Assumptions (Details) - Market Condition Awards
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Share-based compensation plans      
Expected term in years 3 years 3 years 3 years
Risk free interest rate 3.90% 4.30% 4.60%
Expected volatility 49.00% 41.00% 46.00%
Expected dividend yield 0.00% 0.00% 0.00%
v3.26.1
Defined Contribution Plans (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Retirement Benefits, Description [Abstract]      
Total matching contributions to saving plans $ 7.1 $ 6.7 $ 6.0
v3.26.1
Repurchases of Common Stock - Narrative (Details) - USD ($)
Aug. 20, 2024
Feb. 28, 2026
Aug. 31, 2024
Equity [Abstract]      
Amount of shares authorized for purchase (in shares)     $ 500,000,000
Period for stock repurchase 3 years    
Remaining share repurchase amount   $ 498,000,000.0  
v3.26.1
Repurchases of Common Stock - Schedule of Share Repurchase Activity (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Repurchase of common stock      
Aggregate value of shares $ 1,915 $ 103,188 $ 55,222
Stock Compensation Plan      
Repurchase of common stock      
Number of shares (in shares) 51,025 27,453 51,332
Aggregate value of shares $ 1,915 $ 3,169 $ 5,216
Average price per share (in dollars per share) $ 37.53 $ 115.42 $ 101.60
Open Market      
Repurchase of common stock      
Number of shares (in shares) 0 1,011,243 381,200
Aggregate value of shares $ 0 $ 100,019 $ 50,006
Average price per share (in dollars per share) $ 0 $ 98.91 $ 131.18
v3.26.1
Restructuring Plan - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Restructuring Plan      
Restructuring charges $ 3,005 $ 14,822 $ 18,712
Project Pegasus      
Restructuring Plan      
Restructuring charges   14,800 18,700
Payments for restructuring $ 7,700 $ 11,900 $ 18,700
v3.26.1
Commitments and Contingencies (Details)
$ in Millions
Feb. 28, 2026
USD ($)
Dec. 23, 2021
renewal
Other Commitments [Line Items]    
Number of other companies named in litigation | renewal   5
EPA Compliance of Packaging and Labeling    
Other Commitments [Line Items]    
Loss contingency accrual $ 4.4  
Talcum Powder Litigation    
Other Commitments [Line Items]    
Loss contingency accrual 1.5  
Royalty agreements    
Other Commitments [Line Items]    
2026, Year 1 6.2  
2027, Year 2 6.0  
2028, Year 3 5.8  
2029, Year 4 5.3  
2030, Year 5 $ 2.7  
v3.26.1
Long-Term Debt - Schedule of Long-term Debt (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Long-term Debt, Current and Noncurrent [Abstract]    
Unamortized prepaid financing fees $ (4,733) $ (4,956)
Total long-term debt 780,811 916,894
Less: current maturities of long-term debt (25,000) (9,375)
Long-term debt, excluding current maturities 755,811 907,519
Line of Credit | Credit Agreement    
Long-term Debt, Current and Noncurrent [Abstract]    
Total borrowings under Amended Credit Agreement 785,544 921,850
Line of Credit | Credit Agreement | Revolving loans    
Long-term Debt, Current and Noncurrent [Abstract]    
Total borrowings under Amended Credit Agreement 308,200 678,100
Line of Credit | Credit Agreement | Term loans    
Long-term Debt, Current and Noncurrent [Abstract]    
Total borrowings under Amended Credit Agreement $ 477,344 $ 243,750
v3.26.1
Long-Term Debt - Schedule of Aggregate Annual Maturities of Long-term Debt (Details)
$ in Thousands
Feb. 28, 2026
USD ($)
Debt Disclosure [Abstract]  
Fiscal 2027 $ 25,000
Fiscal 2028 25,000
Fiscal 2029 735,544
Fiscal 2030 0
Fiscal 2031 0
Thereafter 0
Total $ 785,544
v3.26.1
Long-Term Debt - Narrative (Details)
$ in Thousands
3 Months Ended 12 Months Ended
Nov. 25, 2025
USD ($)
Rate
Feb. 15, 2024
USD ($)
Nov. 30, 2025
USD ($)
May 31, 2025
USD ($)
Feb. 28, 2026
USD ($)
Feb. 28, 2025
USD ($)
Feb. 29, 2024
USD ($)
Long-term debt              
Loss on extinguishment of debt         $ 855 $ 0 $ 489
Payments of financing costs         1,392 345 2,025
Proceeds from term loans         250,000 0 248,868
Debt issuance costs, net         4,733 4,956  
Outstanding letters of credit         9,500    
Interest costs incurred         57,700    
Interest expense           51,900 53,900
Interest costs capitalized         0 0 900
Minimum | Revolving loans              
Long-term debt              
Loan commitment fee (as a percent) 0.10%            
Minimum | Letter of credit              
Long-term debt              
Letter of credit fee (as a percent) 1.00%            
Maximum | Revolving loans              
Long-term debt              
Loan commitment fee (as a percent) 0.45%            
Maximum | Letter of credit              
Long-term debt              
Letter of credit fee (as a percent) 2.375%            
Line of Credit              
Long-term debt              
Maximum line of credit debt allowed under covenant         91,100    
Line of Credit | Credit Agreement with Bank of America              
Long-term debt              
Write-off of unamortized prepaid financing fees     $ 900        
Unsecured total revolving commitment   $ 1,500,000          
Maximum allowable increase due to accordion feature $ 300,000            
Fixed rate debt         325,000    
Line of Credit | Prior Credit Agreement with Bank of America              
Long-term debt              
Fixed rate debt           $ 550,000  
Line of Credit | Amended Credit Agreement With Bank of America              
Long-term debt              
Maximum net leverage ratio 4.00            
Debt issuance costs, gross     $ 1,000        
Line of Credit | Revolving loans              
Long-term debt              
Loss on extinguishment of debt             500
Line of Credit | Revolving loans | Credit Agreement with Bank of America              
Long-term debt              
Payments of financing costs             100
Unsecured total revolving commitment $ 1,000,000 1,000,000          
Amount borrowed   457,500          
Maximum net leverage ratio | Rate 325.00%            
Remaining borrowing capacity on line of credit         432,300    
Credit agreement, maximum leverage ratio, amount         $ 91,100    
Line of Credit | Revolving loans | Prior Credit Agreement with Bank of America              
Long-term debt              
Write-off of unamortized prepaid financing fees             400
Payments of financing costs             $ 300
Line of Credit | Revolving loans | Amended Credit Agreement With Bank of America              
Long-term debt              
Unsecured total revolving commitment $ 750,000            
Line of Credit | Letter of credit | Credit Agreement with Bank of America              
Long-term debt              
Unsecured total revolving commitment   50,000          
Line of Credit | Term loans | Credit Agreement with Bank of America              
Long-term debt              
Term loan   250,000          
Amount borrowed under revolving credit facility   $ 250,000          
Line of Credit | Term loans | Credit Agreement with Bank of America | Line of Credit Facility, Loan Commitment and Letter of Credit Commitment Fee, Period One              
Long-term debt              
Percent of term loans made due quarterly   0.625%          
Line of Credit | Term loans | Credit Agreement with Bank of America | Line of Credit Facility, Loan Commitment and Letter of Credit Commitment Fee, Period Two              
Long-term debt              
Percent of term loans made due quarterly   0.9375%          
Line of Credit | Term loans | Credit Agreement with Bank of America | Line of Credit Facility, Loan Commitment and Letter of Credit Commitment Fee, Period Three              
Long-term debt              
Percent of term loans made due quarterly   1.25%          
Line of Credit | Term loans | Delayed Draw Facility              
Long-term debt              
Proceeds from term loans       $ 250,000      
Debt issuance costs, net       $ 400      
Line of Credit | Delayed Draw Term Loan | Credit Agreement with Bank of America              
Long-term debt              
Term loan   $ 250,000          
Line of Credit | Base rate | Amended Credit Agreement With Bank of America              
Long-term debt              
Margin (as a percent) 1.375%            
Line of Credit | Secured Overnight Financing Rate (SOFR) | Amended Credit Agreement With Bank of America              
Long-term debt              
Margin (as a percent) 2.375%            
Credit spread for term SOFR borrowings 0.10%            
Line of Credit | Minimum | Base rate              
Long-term debt              
Margin (as a percent) 0.00%            
Line of Credit | Minimum | Secured Overnight Financing Rate (SOFR)              
Long-term debt              
Margin (as a percent) 1.00%            
Line of Credit | Maximum | Base rate              
Long-term debt              
Margin (as a percent) 1.375%            
Line of Credit | Maximum | Secured Overnight Financing Rate (SOFR)              
Long-term debt              
Margin (as a percent) 2.375%            
v3.26.1
Long-Term Debt - Schedule of Debt Covenant, Net Leverage Ratio Schedule (Details) - Amended Credit Agreement With Bank of America - Credit Agreement
Nov. 25, 2025
Revolving Line of Credit  
Maximum net leverage ratio 4.00
Debt Instrument, Covenant Period One  
Revolving Line of Credit  
Maximum net leverage ratio 4.50
Debt Instrument, Covenant Period Two  
Revolving Line of Credit  
Maximum net leverage ratio 4.50
Debt Instrument, Covenant Period Three  
Revolving Line of Credit  
Maximum net leverage ratio 4.00
Debt Instrument, Covenant Period Four  
Revolving Line of Credit  
Maximum net leverage ratio 3.75
Debt Instrument, Covenant Period Five  
Revolving Line of Credit  
Maximum net leverage ratio 3.50
v3.26.1
Long-Term Debt - Schedule of Interest Rates on Credit Agreement (Details) - Line of Credit
$ in Thousands
12 Months Ended
Feb. 28, 2026
USD ($)
quarter
Feb. 28, 2025
USD ($)
Feb. 29, 2024
USD ($)
Revolving Line of Credit      
Average borrowings outstanding | $ $ 876,070 $ 761,245 $ 806,415
Average interest rates during each year (as a percent) 6.30% 6.60% 6.40%
Weighted average interest rates on borrowings outstanding at year end (as a percent) 5.70% 5.60% 6.00%
Number of prior quarters used in calculation of average borrowings outstanding | quarter 4    
Minimum      
Revolving Line of Credit      
Interest rate range during each year (as a percent) 5.90% 5.90% 6.50%
Maximum      
Revolving Line of Credit      
Interest rate range during each year (as a percent) 8.50% 9.30% 9.30%
v3.26.1
Fair Value - Schedule of Financial Assets and Liabilities (Details) - Recurring - Level 2 - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Assets:    
Cash equivalents (money market accounts) $ 4,189 $ 3,852
Total assets 16,120 18,348
Liabilities:    
Contingent consideration 5,400 4,100
Total liabilities 8,550 4,440
U.S. Treasury Bills    
Assets:    
U.S. Treasury Bills 11,175 11,268
Interest rate swaps    
Assets:    
Derivative assets 381 1,065
Liabilities:    
Derivative liabilities 196 221
Foreign currency derivatives    
Assets:    
Derivative assets 375 2,163
Liabilities:    
Derivative liabilities $ 2,954 $ 119
v3.26.1
Fair Value - Narrative (Details)
12 Months Ended
Feb. 28, 2026
USD ($)
Feb. 28, 2025
USD ($)
Feb. 29, 2024
USD ($)
Dec. 16, 2024
USD ($)
Dec. 16, 2024
installment
Dec. 16, 2024
numberOfInstallment
Fair Value            
Impairment charges $ (706,505,000) $ (38,670,000)        
Asset impairment charges 885,861,000 51,455,000 $ 0      
Indefinite-lived intangible assets 97,000,000          
Impairment of trade name 82,356,000 12,785,000        
Goodwill 472,281,000 1,182,899,000 1,066,730,000      
Fair value of trade names $ 372,850,000 $ 566,756,000        
Intangible asset royalty rate   1.60%        
Minimum            
Fair Value            
Intangible asset royalty rate 0.60%          
Maximum            
Fair Value            
Intangible asset royalty rate 5.50%          
U.S. Treasury Bills            
Fair Value            
Debt securities, held-to-maturity, fair value, current $ 2,600,000 $ 2,500,000        
Debt securities, held-to-maturity, fair value, noncurrent 8,500,000 8,700,000        
Debt securities, held-to-maturity, accumulated unrecognized gain 100,000 100,000        
Debt securities, held-to-maturity, accumulated unrecognized loss 0 0        
Interest income, debt securities, held-to-maturity 500,000 300,000        
Drybar            
Fair Value            
Goodwill 0          
Beauty & Wellness            
Fair Value            
Impairment charges (477,447,000) (38,670,000)        
Goodwill 209,562,000 691,122,000 $ 574,953,000      
Beauty & Wellness | Drybar            
Fair Value            
Impairment charges (134,300,000)          
Goodwill 134,300,000 134,300,000        
Trademarks and Trade Names | Drybar Reporting Unit            
Fair Value            
Impairment of trade name   12,800,000        
Trade names            
Fair Value            
Fair value of trade names 48,758,000 $ 75,335,000        
Trade names | Drybar            
Fair Value            
Impairment of trade name 12,800,000          
Fair value of trade names 7,000,000.0          
Trade names | Beauty & Wellness | Drybar            
Fair Value            
Fair value of trade names $ 0          
Olive & June, LLC            
Fair Value            
Business combination, contingent consideration, number of installments         3 3
Contingent cash consideration       $ 15,000,000.0    
Goodwill       $ 150,726,000    
Level 3 | Measurement Input, Discount Rate | Olive & June, LLC            
Fair Value            
Contingent consideration, liability, measurement input 0.13 0.13        
Level 3 | Measurement Input, Volatility Rate | Olive & June, LLC            
Fair Value            
Contingent consideration, liability, measurement input 0.41 0.33        
Level 3 | Measurement Input, Credit Risk Discount | Olive & June, LLC            
Fair Value            
Contingent consideration, liability, measurement input 0.066 0.065        
v3.26.1
Fair Value - Schedule of Changes in Level 3 Contingent Consideration Liability (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Dec. 16, 2024
Olive & June, LLC      
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]      
Contingent consideration     $ 4,100
Contingent consideration, liability, current $ 5,300   1,800
Contingent consideration, liability, noncurrent 100   $ 2,300
Level 3 | Recurring      
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]      
Balance at beginning of period 4,100 $ 0  
Acquisition $ 0 4,100  
Fair Value, Liability, Recurring Basis, Unobservable Input Reconciliation, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Selling, general and administrative expense (“SG&A”)    
Changes in fair value $ 1,300 0  
Balance at end of period $ 5,400 $ 4,100  
v3.26.1
Fair Value - Schedule of Fair Value Measurements Nonrecurring (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Fair Value    
Goodwill $ 472,300  
Indefinite-lived intangible assets 264,600  
Definite-lived intangible assets 108,300  
Goodwill, impairment charges $ 706,505 $ 38,670
Impairment, Intangible Asset, Indefinite-Lived (Excluding Goodwill), Statement of Income or Comprehensive Income [Extensible Enumeration] Asset impairment charges  
Indefinite-lived intangible assets $ 97,000  
Impairment, Intangible Asset, Finite-Lived, Statement of Income or Comprehensive Income [Extensible Enumeration] Asset impairment charges  
Definite-lived intangible assets $ 82,356 12,785
Total 885,861 51,455
Fair Value, Nonrecurring    
Fair Value    
Goodwill 472,281 1,182,899
Indefinite-lived intangible assets 264,600  
Definite-lived intangible assets 108,250 75,335
Total assets 845,131 1,258,234
Fair Value, Nonrecurring | Level 1    
Fair Value    
Goodwill 0 0
Indefinite-lived intangible assets 0  
Definite-lived intangible assets 0 0
Total assets 0 0
Fair Value, Nonrecurring | Level 2    
Fair Value    
Goodwill 0 0
Indefinite-lived intangible assets 0  
Definite-lived intangible assets 0 0
Total assets 0 0
Fair Value, Nonrecurring | Level 3    
Fair Value    
Goodwill 472,281 1,182,899
Indefinite-lived intangible assets 264,600  
Definite-lived intangible assets 108,250 75,335
Total assets $ 845,131 $ 1,258,234
v3.26.1
Financial Instruments and Risk Management - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Foreign Currency Risk and Currency Exchange Uncertainties      
Foreign currency gain (loss) from remeasurement, income tax expense (benefit) $ 0.4 $ (0.7) $ 0.3
Foreign currency derivatives | Cash flow hedges      
Foreign Currency Risk and Currency Exchange Uncertainties      
Net gain currently reported in accumulated other comprehensive income, to be reclassified into income (2.5)    
Line of Credit | Credit Agreement with Bank of America      
Foreign Currency Risk and Currency Exchange Uncertainties      
Long-term debt, gross 785.5    
Fixed rate debt 325.0    
Line of Credit | Prior Credit Agreement with Bank of America      
Foreign Currency Risk and Currency Exchange Uncertainties      
Long-term debt, gross   921.9  
Fixed rate debt   550.0  
SG&A      
Foreign Currency Risk and Currency Exchange Uncertainties      
Net foreign exchange gains (losses), including the impact of currency hedges and currency swaps $ 3.2 $ (1.5) $ (0.5)
Net sales revenue | Geographic concentration | International operations - transactions denominated in foreign currencies      
Foreign Currency Risk and Currency Exchange Uncertainties      
Concentration risk percentage 15.00% 14.00% 14.00%
v3.26.1
Financial Instruments and Risk Management - Derivative FV (Details)
€ in Thousands, £ in Thousands, kr in Thousands, $ in Thousands, $ in Thousands
Mar. 01, 2026
USD ($)
Feb. 28, 2026
EUR (€)
Feb. 28, 2026
USD ($)
Feb. 28, 2026
CAD ($)
Feb. 28, 2026
GBP (£)
Feb. 28, 2026
NOK (kr)
Feb. 28, 2025
EUR (€)
Feb. 28, 2025
USD ($)
Feb. 28, 2025
CAD ($)
Feb. 28, 2025
GBP (£)
Feb. 28, 2025
NOK (kr)
Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     $ 578         $ 2,926      
Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     178         302      
Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     3,042         340      
Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     108         0      
Derivatives designated as hedging instruments | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     553         2,926      
Derivatives designated as hedging instruments | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     178         302      
Derivatives designated as hedging instruments | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     3,029         320      
Derivatives designated as hedging instruments | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     108         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Euros                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount | €   € 67,000         € 35,000        
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Euros | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     149         1,266      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Euros | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     137         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Euros | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     1,239         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Euros | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     0         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Canadian dollars                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount       $ 29,600         $ 8,000    
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Canadian dollars | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     23         38      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Canadian dollars | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     8         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Canadian dollars | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     330         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Canadian dollars | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     0         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Pounds                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount | £         £ 32,000         £ 24,950  
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Pounds | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         788      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Pounds | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     33         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Pounds | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     1,174         99      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Pounds | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     42         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Norwegian kroner                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount | kr           kr 30,000         kr 10,000
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Norwegian kroner | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         71      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Norwegian kroner | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Norwegian kroner | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     156         0      
Derivatives designated as hedging instruments | Foreign currency derivatives | Sell | Norwegian kroner | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     0         0      
Derivatives designated as hedging instruments | Interest rate swaps                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount     425,000         550,000      
Derivatives designated as hedging instruments | Interest rate swaps | Subsequent Event                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount $ 100,000                    
Derivatives designated as hedging instruments | Interest rate swaps | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     381         763      
Derivatives designated as hedging instruments | Interest rate swaps | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         302      
Derivatives designated as hedging instruments | Interest rate swaps | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     130         221      
Derivatives designated as hedging instruments | Interest rate swaps | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     66         0      
Derivatives not designated under hedge accounting | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     25         0      
Derivatives not designated under hedge accounting | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         0      
Derivatives not designated under hedge accounting | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     13         20      
Derivatives not designated under hedge accounting | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     0         0      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Euros                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount | €   € 6,764         € 680        
Derivatives not designated under hedge accounting | Cross currency debt swaps | Euros | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     25         0      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Euros | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         0      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Euros | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     0         2      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Euros | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     0         0      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Pounds                      
Fair values of derivative instruments in the consolidated balance sheet                      
Notional Amount | £         £ 787         £ 1,280  
Derivatives not designated under hedge accounting | Cross currency debt swaps | Pounds | Prepaid Expenses and Other Current Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         0      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Pounds | Other Assets                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative assets     0         0      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Pounds | Accrued Expenses and Other Current Liabilities                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     13         18      
Derivatives not designated under hedge accounting | Cross currency debt swaps | Pounds | Other Liabilities, Non-Current                      
Fair values of derivative instruments in the consolidated balance sheet                      
Derivative liabilities     $ 0         $ 0      
v3.26.1
Financial Instruments and Risk Management - Derivative Tax Effect (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Pre-tax effect of derivative instruments    
Gain (Loss) Recognized in AOCI $ (9,203) $ 5,695
Gain (Loss) Reclassified from AOCI into Income (3,889) 5,502
Gain (Loss)  Recognized in Income (645) 76
Foreign currency derivatives | Cash flow hedges    
Pre-tax effect of derivative instruments    
Gain (Loss) Recognized in AOCI (11,492) 3,294
Foreign currency derivatives | Cash flow hedges | SG&A    
Pre-tax effect of derivative instruments    
Gain (Loss) Reclassified from AOCI into Income (6,837) 1,441
Interest rate swaps | Cash flow hedges    
Pre-tax effect of derivative instruments    
Gain (Loss) Recognized in AOCI 2,289 2,401
Interest rate swaps | Cash flow hedges | Interest expense    
Pre-tax effect of derivative instruments    
Gain (Loss) Reclassified from AOCI into Income 2,948 4,061
Forward contracts | SG&A    
Pre-tax effect of derivative instruments    
Gain (Loss)  Recognized in Income $ (645) $ 76
v3.26.1
Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balance $ 1,683,439 $ 1,637,442 $ 1,488,811
Other comprehensive income before reclassification (9,203) 5,695  
Amounts reclassified out of AOCI 3,889 (5,502)  
Tax effects 1,159 (14)  
Other comprehensive (loss) income (4,155) 179 (2,848)
Ending balance 798,197 1,683,439 1,637,442
Total      
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balance 2,278 2,099 4,947
Other comprehensive (loss) income (4,155) 179 (2,848)
Ending balance (1,877) 2,278 2,099
Interest Rate Swaps      
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balance 646 1,917  
Other comprehensive income before reclassification 2,289 2,401  
Amounts reclassified out of AOCI (2,948) (4,061)  
Tax effects 154 389  
Other comprehensive (loss) income (505) (1,271)  
Ending balance 141 646 1,917
Foreign Currency Contracts      
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balance 1,632 182  
Other comprehensive income before reclassification (11,492) 3,294  
Amounts reclassified out of AOCI 6,837 (1,441)  
Tax effects 1,005 (403)  
Other comprehensive (loss) income (3,650) 1,450  
Ending balance $ (2,018) $ 1,632 $ 182
v3.26.1
Segment and Geographic Information - Narrative (Details) - segment
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Revenue, Major Customer [Line Items]      
Number of segments 2    
Revenue from Contract with Customer | Customer concentration risk | Largest customer      
Revenue, Major Customer [Line Items]      
Concentration risk percentage 20.00% 22.00% 21.00%
Revenue from Contract with Customer | Customer concentration risk | Second largest customer      
Revenue, Major Customer [Line Items]      
Concentration risk percentage 13.00% 11.00% 9.00%
Revenue from Contract with Customer | Customer concentration risk | Third largest customer      
Revenue, Major Customer [Line Items]      
Concentration risk percentage 12.00% 11.00% 10.00%
Revenue from Contract with Customer | Customer concentration risk | Five top customers      
Revenue, Major Customer [Line Items]      
Concentration risk percentage 50.00% 49.00% 47.00%
v3.26.1
Segment and Geographic Information - Schedule of Reporting Information by Segment (Details) - USD ($)
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Segment information      
Sales revenue, net $ 1,786,290,000 $ 1,907,665,000 $ 2,005,050,000
Cost of goods sold 970,596,000 993,259,000 1,056,390,000
Operating (loss) income (782,081,000) 142,748,000 260,589,000
Non-operating income, net 982,000 838,000 1,518,000
Interest expense 57,739,000 51,922,000 53,065,000
Income before income tax (838,838,000) 91,664,000 209,042,000
Asset impairment charges 885,861,000 51,455,000 0
Operating Segments      
Segment information      
Sales revenue, net 1,786,290,000 1,907,665,000 2,005,050,000
Cost of goods sold 970,596,000 993,259,000 1,056,390,000
Operating expenses 1,597,775,000 771,658,000 688,071,000
Operating (loss) income (782,081,000) 142,748,000 260,589,000
Asset impairment charges 885,861,000 51,455,000  
Beauty & Wellness | Operating Segments      
Segment information      
Sales revenue, net 953,420,000 1,001,334,000 1,088,669,000
Cost of goods sold 542,414,000 561,335,000 615,653,000
Operating expenses 923,343,000 416,852,000 355,159,000
Operating (loss) income (512,337,000) 23,147,000 117,857,000
Asset impairment charges 553,296,000 51,455,000  
Home & Outdoor | Operating Segments      
Segment information      
Sales revenue, net 832,870,000 906,331,000 916,381,000
Cost of goods sold 428,182,000 431,924,000 440,737,000
Operating expenses 674,432,000 354,806,000 332,912,000
Operating (loss) income (269,744,000) 119,601,000 $ 142,732,000
Asset impairment charges $ 332,565,000 $ 0  
v3.26.1
Segment and Geographic Information - Schedule of Reportable Segment Information (Details) - USD ($)
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Segment information      
Depreciation and amortization $ 53,295,000 $ 55,048,000 $ 51,499,000
Non-cash share-based compensation 16,885,000 21,376,000 33,872,000
Asset impairment charges 885,861,000 51,455,000 0
Operating Segments      
Segment information      
Capital and intangible asset expenditures 39,226,000 30,072,000 36,644,000
Depreciation and amortization 53,295,000 55,048,000 51,499,000
Non-cash share-based compensation 16,885,000 21,376,000 33,872,000
Asset impairment charges 885,861,000 51,455,000  
Operating Segments | Beauty & Wellness      
Segment information      
Capital and intangible asset expenditures 21,137,000 15,797,000 8,632,000
Depreciation and amortization 28,698,000 28,960,000 26,904,000
Non-cash share-based compensation 10,104,000 10,974,000 17,553,000
Asset impairment charges 553,296,000 51,455,000  
Operating Segments | Home & Outdoor      
Segment information      
Capital and intangible asset expenditures 18,089,000 14,275,000 28,012,000
Depreciation and amortization 24,597,000 26,088,000 24,595,000
Non-cash share-based compensation 6,781,000 10,402,000 $ 16,319,000
Asset impairment charges $ 332,565,000 $ 0  
v3.26.1
Segment and Geographic Information - Schedule of Net Sales Revenue by Geographic Region (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Segment information      
Sales revenue, net $ 1,786,290 $ 1,907,665 $ 2,005,050
U.S.      
Segment information      
Sales revenue, net 1,278,045 1,356,750 1,478,134
Canada      
Segment information      
Sales revenue, net 74,004 82,501 82,122
EMEA      
Segment information      
Sales revenue, net 293,260 294,954 284,434
Asia Pacific      
Segment information      
Sales revenue, net 107,112 125,426 116,157
Latin America      
Segment information      
Sales revenue, net $ 33,869 $ 48,034 $ 44,203
Geographic concentration | Revenue from Contract with Customer      
Segment information      
Concentration risk percentage 100.00% 100.00% 100.00%
Geographic concentration | Revenue from Contract with Customer | U.S.      
Segment information      
Concentration risk percentage 71.50% 71.10% 73.70%
Geographic concentration | Revenue from Contract with Customer | Canada      
Segment information      
Concentration risk percentage 4.20% 4.30% 4.10%
Geographic concentration | Revenue from Contract with Customer | EMEA      
Segment information      
Concentration risk percentage 16.40% 15.50% 14.20%
Geographic concentration | Revenue from Contract with Customer | Asia Pacific      
Segment information      
Concentration risk percentage 6.00% 6.60% 5.80%
Geographic concentration | Revenue from Contract with Customer | Latin America      
Segment information      
Concentration risk percentage 1.90% 2.50% 2.20%
v3.26.1
Segment and Geographic Information - Schedule of Domestic and International Long-Lived Assets (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Revenues from External Customers and Long-Lived Assets [Line Items]    
Domestic and international long-lived assets $ 357,392 $ 365,092
U.S.    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Domestic and international long-lived assets 331,517 342,033
International    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Domestic and international long-lived assets $ 25,875 $ 23,059
v3.26.1
Income Taxes - Narrative (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Income Tax Contingency [Line Items]          
Operating loss carryforwards and tax credits $ 46,700   $ 46,700    
Valuation allowance 129,240 $ 21,374 129,240 $ 21,374  
Transitional income tax benefit due to reorganization 64,600        
Deferred tax assets 74,000   74,000    
Asset impairment charges     885,861 51,455  
Nondeductible goodwill impairment loss     602,200 22,500  
Decrease in unrecognized tax benefits     400    
Tax expense related to the asset impairment charge 19,800 3,900 19,800 3,900  
Net increase in valuation allowance     107,900    
Unrecognized tax benefits that would affect effective tax rate if recognized 200   200    
Liability for tax-related interest and penalties included in unrecognized tax benefits $ 100 2,200 100 2,200  
Tax-related interest and penalties expense included in provisions for income tax     2,100 $ 1,000  
Bermuda          
Income Tax Contingency [Line Items]          
Operating loss carryforwards and tax credits         $ 9,300
Valuation allowance         $ 9,300
Barbados          
Income Tax Contingency [Line Items]          
Discrete tax charge due to change in legislation   $ 6,000      
Switzerland          
Income Tax Contingency [Line Items]          
Net increase in valuation allowance     $ 106,600    
v3.26.1
Income Taxes - Components of (Loss) Income Before Income Tax (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Components of income (loss) before income tax expense      
U.S. $ (341,573) $ 19,827 $ 68,957
Non-U.S. (497,265) 71,837 140,085
(Loss) income before income tax (838,838) 91,664 209,042
Current:      
U.S. federal 14,263 9,570 9,259
State 3,880 5,046 2,704
Non-U.S. 3,992 29,279 15,275
Total current tax expense (benefit) 22,135 43,895 27,238
Deferred:      
U.S. federal (15,584) (2,287) 9,449
State (3,539) 614 3,252
Non-U.S. 57,132 (74,309) 509
Total deferred tax expense (benefit) 38,009 (75,982) 13,210
Total $ 60,144 $ (32,087) $ 40,448
v3.26.1
Income Taxes - Effective Tax Rate Reconciliation (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Amount      
Tax at U.S. federal statutory tax rate $ (176,156)    
State and local income taxes, net of federal income tax effect 411    
Effect of cross-border tax laws 1,437    
Nontaxable or nondeductible items:      
Other 4,071    
Changes in unrecognized tax benefits (2,529)    
Total $ 60,144 $ (32,087) $ 40,448
Percent      
Tax at U.S. federal statutory tax rate 21.00% 21.00% 21.00%
State and local income taxes, net of federal income tax effect 0.00% 5.60% 2.20%
Changes in valuation allowances   2.50% 3.90%
Asset impairment   2.20% 0.00%
Other   0.20% (0.70%)
Effect of cross-border tax laws (0.20%)    
Nontaxable or nondeductible items:      
Other (0.50%)    
Changes in unrecognized tax benefits 0.30%    
Effective income tax rate (7.20%) (35.00%) 19.30%
Switzerland      
Amount      
Statutory tax rate difference $ 47,502    
Changes in valuation allowances 64,603    
Asset impairment 15,561    
Other $ (6,892)    
Percent      
Statutory tax rate difference (5.70%)    
Changes in valuation allowances (7.70%)    
Asset impairment (1.90%)    
Other 0.80%    
Vaud Canton, Switzerland      
Amount      
Changes in valuation allowances $ 42,030    
Asset impairment 10,124    
Other $ (28,901)    
Percent      
Changes in valuation allowances (5.00%)    
Asset impairment (1.20%)    
Other 3.40%    
United Kingdom      
Amount      
Asset impairment $ 26,984    
Other $ (5,639)    
Percent      
Asset impairment (3.20%)    
Other 0.70%    
Other      
Amount      
Statutory tax rate difference $ 2,707    
Percent      
Statutory tax rate difference (0.30%)    
U.S.      
Amount      
Asset impairment $ 63,732    
Other $ 1,099    
Percent      
Asset impairment (7.60%)    
Other (0.10%)    
v3.26.1
Income Taxes - Prior Periods Effective Tax Rate Reconciliation (Details)
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Effective Income Tax Rate Reconciliation [Line Items]      
Effective income tax rate at the U.S. statutory rate 21.00% 21.00% 21.00%
Impact of U.S. state income taxes 0.00% 5.60% 2.20%
Effect of foreign exchange fluctuations   3.20% (0.30%)
Effect of stock compensation   2.30% 1.20%
Effect of uncertain tax positions   (7.70%) 0.40%
Effect of non-deductible executive compensation   1.50% 1.90%
Effect of intangible asset reorganization   (70.50%) 0.00%
Effect of asset impairment   2.20% 0.00%
Effect of changes in valuation allowance   2.50% 3.90%
Effect of base erosion and anti-abuse tax   0.90% 0.00%
Effect of changes in tax rates   6.80% (4.40%)
Other items   0.20% (0.70%)
Effective income tax rate (7.20%) (35.00%) 19.30%
Macau Finance Bureau      
Effective Income Tax Rate Reconciliation [Line Items]      
Effect of income from other non-U.S. operations subject to varying rates   (3.50%) (4.00%)
Barbados Revenue Authority      
Effective Income Tax Rate Reconciliation [Line Items]      
Effect of income from other non-U.S. operations subject to varying rates   (1.60%) (2.40%)
Swiss Federal Tax Administration (FTA)      
Effective Income Tax Rate Reconciliation [Line Items]      
Effect of income from other non-U.S. operations subject to varying rates   (0.30%) (1.80%)
Other Non-US      
Effective Income Tax Rate Reconciliation [Line Items]      
Effect of income from other non-U.S. operations subject to varying rates   2.40% 2.30%
v3.26.1
Income Taxes - Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Feb. 28, 2026
Feb. 28, 2025
Deferred tax assets, gross:    
Operating loss carryforwards and tax credits $ 46,700 $ 22,436
Accounts receivable 6,650 5,976
Inventories 17,264 18,373
Operating lease liabilities 13,913 10,448
Research and development expenditures 3,901 4,911
Interest limitation 15,904 13,616
Accrued expenses and other 7,403 5,613
Amortization 55,705 14,033
Total gross deferred tax assets 167,440 95,406
Valuation allowance (129,240) (21,374)
Deferred tax liabilities:    
Operating lease assets (11,446) (7,844)
Depreciation (25,229) (27,811)
Total deferred tax assets, net $ 1,525 $ 38,377
v3.26.1
Income Taxes - Operating Loss Carryforwards (Details)
$ in Thousands
Feb. 28, 2026
USD ($)
Deferred Tax Assets  
Subtotal $ 46,700
Less portion of valuation allowance established for operating loss carryforwards (43,895)
Total operating loss carryforwards, net of valuation allowance 2,805
Operating Loss Carryforward  
Subtotal 343,047
State  
Deferred Tax Assets  
Operating loss carryforwards with definite carryover periods 2,156
Operating Loss Carryforward  
Required future taxable income - operating loss carryforwards with definite carryover periods 43,850
Non-U.S.  
Deferred Tax Assets  
Operating loss carryforwards with definite carryover periods 24,344
Operating loss carryforwards with indefinite carryover periods 20,200
Operating Loss Carryforward  
Required future taxable income - operating loss carryforwards with definite carryover periods 183,569
Required future taxable income - operating loss carryforwards with indefinite carryover periods $ 115,628
v3.26.1
Income Taxes - Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Unrecognized Tax Benefits      
Total unrecognized tax benefits, beginning balance $ 605 $ 6,824 $ 6,018
Tax positions taken during the current period 0 894 806
Tax positions taken during the prior period 184 0 0
Lapse in statute of limitations (605) 0 0
Settlements 0 (7,113) 0
Total unrecognized tax benefits, ending balance 184 605 6,824
Less current unrecognized tax benefits 0 0 0
Non-current unrecognized tax benefits $ 184 $ 605 $ 6,824
v3.26.1
Income Taxes - Schedule of Income Tax Paid (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Income Tax Paid, by Individual Jurisdiction [Line Items]      
U.S. Federal $ 14,817    
Other 2,648    
Total U.S. 17,465    
Foreign      
Total Non-U.S. 9,060    
Total 26,525 $ 40,843 $ 28,855
Hong Kong      
Foreign      
Total Non-U.S. (2,962)    
Macao      
Foreign      
Total Non-U.S. 6,152    
United Kingdom      
Foreign      
Total Non-U.S. 2,707    
Other      
Foreign      
Total Non-U.S. $ 3,163    
v3.26.1
Earnings Per Share (Details) - shares
shares in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Weighted average diluted securities      
Weighted average shares outstanding, basic (in shares) 23,002 23,012 23,865
Incremental shares from share-based compensation arrangements (in shares) 0 53 105
Weighted average shares outstanding, diluted (in shares) 23,002 23,065 23,970
Antidilutive securities (in shares) 378 131 44
Stock Compensation Plan      
Weighted average diluted securities      
Antidilutive securities (in shares) 97    
v3.26.1
Schedule II - Valuation and Qualifying Accounts (Details) - USD ($)
$ in Thousands
12 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 29, 2024
Allowance for credit losses      
Valuation and Qualifying Accounts      
Beginning Balance $ 4,294 $ 7,481 $ 1,678
Additions 634 (143) 6,103
Deductions 5 3,044 300
Ending Balance 4,923 4,294 7,481
Deferred tax asset valuation allowance      
Valuation and Qualifying Accounts      
Beginning Balance 21,374 19,044 10,706
Additions 107,866 2,330 8,338
Deductions 0 0 0
Ending Balance $ 129,240 $ 21,374 $ 19,044