e.l.f. Beauty, Inc. (ELF) Discusses Guidance and Drivers of Organic Sales Trends Transcript
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Recently, Zacks.com users have been paying close attention to e.l.f. Beauty (ELF).
Down nearly 65% from the late 2025 highs, this market is trading at deep-value levels, with catalysts in play. While the guidance for fiscal 2027 was tepid, it reflects intentional price markdowns, aimed at driving volume.
e.l.f. Beauty posts fiscal fourth quarter sales growth of 35.1% as Rhode boosts results, while margins face pressure from higher operating costs.
During e.l.f. Beauty's fiscal 2026 earnings call, its chairman and CEO Tarang Amin highlighted several strong performance indicators, but one remarkable figure stood out: the group has averaged 20% of net sales growth per quarter for the past seven years.
e.l.f. Beauty (ELF) delivered a mixed Q4, with a double beat but only 1% organic growth and rising SG&A expenses. Gross margin reached an impressive 73%, reflecting strong pricing power, but marketing and SG&A costs surged to 66% of sales. Despite current headwinds, ELF expects FY 2027 adjusted EBITDA margin to remain stable at ~20.7%, with mid single-digit organic growth.
e.l.f. Beauty, Inc. (ELF) Q4 2026 Earnings Call Transcript
e.l.f. Beauty (ELF) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.78 per share a year ago.
e.l.f. Beauty NYSE: ELF reported what executives described as a seventh consecutive year of “industry-leading” results, with fiscal 2026 net sales up 25% and adjusted EBITDA up 13%, while also signaling a more cautious near-term outlook for its core e.l.f. brand.
E.l.f. Beauty plans to walk back some of its tariff-fueled price increases to offset a slowdown in unit sales as consumer have been pulling back. "We've seen units drop off a bit more in the last few months as consumers have particularly been suffering with higher costs,” CEO Tarang Amin told CNBC in an interview.
ELF heads into the fourth quarter earnings with strong innovation, Rhode momentum and improving sales trends despite margin pressures.