Market has overreacted to the downside on e.l.f. Beauty removing their fiscal 2026 outlook due to uncertainty about tariffs. International sales have grown from $28M to $266M in six years, now making up 20% of revenue and growing at 30% annually. Market is not taking into account the big revenue boost that will come from a $1 adjustment to all their product line globally.
ELF remains resilient with strong brand relevance and market share gains, but growth is slowing and margin pressures are mounting due to tariffs and acquisition costs. The Rhode acquisition offers long-term topline and margin benefits, but brings near-term integration costs and increased leverage, raising short-term risks. Valuations are still premium but more reasonable after the earnings drop; the stock now prices in slower growth, margin pressures, and integration risks.
E.l.f. Beauty shares buckled amid uncertainty over the future of Chinese tariffs.
ELF posts fiscal first-quarter earnings beat with 9% sales growth and 210 bps market share gain, despite a dip in profit and margin pressure.
e.l.f. Beauty, Inc. (NYSE:ELF ) Q1 2026 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Kristina Casey Katten - Vice President of Investor Relations Mandy J. Fields - Senior VP & CFO Tarang P.
e.l.f. Beauty (ELF) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $1.1 per share a year ago.
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.
In the most recent trading session, e.l.f. Beauty (ELF) closed at $123.28, indicating a +2.79% shift from the previous trading day.
e.l.f. Beauty (ELF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The latest trading day saw e.l.f. Beauty (ELF) settling at $117.66, representing a +1.39% change from its previous close.
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.
In the most recent trading session, e.l.f. Beauty (ELF) closed at $108.51, indicating a +1.54% shift from the previous trading day.