e.l.f. Beauty (ELF) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
e.l.f. Beauty stock plunged over 40% after missing Q2 FY26 revenue and earnings estimates and issuing weaker forward guidance. ELF's revenue grew 14% YoY in Q2, aided by Rhode, but fell short of expectations; adjusted EBITDA declined due to higher SG&A costs along with margin contraction. Management projects FY26 revenue growth of 18-20%, but expects EBITDA margins to contract and shipments to lag consumption, raising short-term execution risk concerns.
The causes of weaknesses include an underwhelming performance by rhode—Hailey Beiber's lifestyle beauty brand—and the impact of tariffs, which are largely beyond the company's control.
e.l.f. Beauty (ELF) stock has dropped 35% after Q2, but I believe the market is overreacting and now offers a buying opportunity. ELF's Q2 revenue grew 14% YoY, but organic sales fell and guidance missed consensus; many issues appear temporary, not structural. Valuation is now attractive, with a forward P/E of 20.5x for 2027, providing a margin of safety and potential for upside if sentiment improves.
e.l.f. Beauty Inc (NYSE:ELF) shares fell 34% after the beauty company issued weaker-than-expected full-year guidance and reported a fiscal second quarter sales miss.
The retailer declined to provide guidance in the prior two quarters, citing tariff-related uncertainty.
e.l.f. Beauty, Inc. ( ELF ) Q2 2026 Earnings Call November 5, 2025 4:30 PM EST Company Participants Kristina Casey Katten - Vice President of Investor Relations Tarang Amin - Chairman, CEO & President Mandy Fields - Senior VP & CFO Conference Call Participants Dara Mohsenian - Morgan Stanley, Research Division Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Andrea Teixeira - JPMorgan Chase & Co, Research Division Sydney Wagner - Jefferies LLC, Research Division Anna Lizzul - BofA Securities, Research Division Peter Grom - UBS Investment Bank, Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Susan Anderson - Canaccord Genuity Corp., Research Division Oliver Chen - TD Cowen, Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Presentation Kristina Casey Katten Vice President of Investor Relations Thank you for joining us today to discuss e.l.f. Beauty's Second Quarter Fiscal '26 results.
e.l.f. Beauty (ELF) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.77 per share a year ago.
A big beauty brand thinks uncertain consumers won't abandon their self-care routines this holiday season—and they might even step them up.
E.l.f. Beauty missed revenue estimates but beat on earnings for its fiscal second-quarter earnings. Hailey Bieber's cosmetics line Rhode is expected to increase the company's annual sales by $200 million this fiscal year, E.l.f.
e.l.f. Beauty (ELF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
e.l.f. Beauty (ELF) concluded the recent trading session at $133, signifying a +2.55% move from its prior day's close.