e.l.f. Beauty is well-positioned for steady revenue growth, driven by market share gains, affordable pricing, innovation, and expanding international presence. The Rhode acquisition and upcoming Sephora rollout are expected to be meaningful growth catalysts, with margin accretion anticipated from fiscal Q2 2026 onward. Margins should improve through an innovation mix, a global $1 price increase, and SG&A leverage, despite near-term tariff and integration headwinds.
Zacks.com users have recently been watching e.l.f. Beauty (ELF) quite a bit.
I am upgrading e.l.f. Beauty to a 'buy' with a price target of $160 per share, as management has addressed my key concerns and restored investor confidence. The Rhode acquisition is a major growth lever, strengthening e.l.f.'s Gen Z appeal and expanding its product and international reach. Plus, management has clearly outlined tariff mitigation strategies that include price increases, supply chain diversification, and international expansion to offset $50M in annualized costs.
e.l.f. Beauty (ELF) closed the most recent trading day at $130.98, moving +1.16% from the previous trading session.
With the firsts half of 2025 in the books, growth-minded investors may be wondering which big gainers still have gas in the tank.
In the latest trading session, e.l.f. Beauty (ELF) closed at $126.33, marking a +1.15% move from the previous day.
e.l.f. Beauty (ELF) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
e.l.f. Beauty (ELF) reached $119.85 at the closing of the latest trading day, reflecting a -1.96% change compared to its last close.
Zacks.com users have recently been watching e.l.f. Beauty (ELF) quite a bit.
Zacks.com users have recently been watching e.l.f. Beauty (ELF) quite a bit.
e.l.f. Beauty NYSE: ELF declines to offer guidance for the year, but investors don't care. The uncertainty brought by tariffs was offset by a $1 global price increase and plans to acquire Rhode.
e.l.f. Beauty's recent Rhode acquisition increases debt and risk, especially as net sales growth slowed to just 4% last quarter. The deal may not align with ELF's core low-price segment, raising concerns about product fit and long-term brand synergy. Heavy reliance on China for production and lack of FY26 guidance add significant uncertainty to the outlook.