CNBC CFO Council member Mandy Fields has helped lead E.l.f. Beauty through massive growth in recent years. The cosmetics and skincare company has evolved from a small budget-friendly makeup brand focused on cruelty-free products into a global powerhouse.
That includes the $1 billion acquisition of lifestyle beauty brand Rhode in 2025 and the $355 million acquisition of skincare company Naturium in 2023, as well as its own organic growth — the company recorded its 30th consecutive quarter of net sales growth in August. Annual net sales for E.l.f.'s 2026 fiscal year, which ended in March, were $1.636 billion, up 25% year-over year.
Fields, who was named CFO in 2019, said that even as the business has expanded, E.l.f. has made it a priority to uphold its original values. "We are intentional about staying true to that mission of making the best of beauty accessible," she said. "That really is something that we think about and talk about all of the time."
Like many retailers, Fields has seen consumers be "choiceful with how they spend." But because of E.l.f.'s affordability, she said, the company is in a good spot.
"Seventy-five percent of our portfolio is $10 or less," she said. " [Consumers] are still voting for E.l.f. because of the value proposition, the innovation, the fun marketing and digital that we bring to the table, the accessibility."
Managing through tariff, cost pressuresThat mission to make beauty accessible faced major headwinds as the Trump administration rolled out its tariff policy.
E.l.f., which sources roughly 40% of its products from China, took a hit of more than $50 million last year. In August 2025, the company increased prices by about $1 across its portfolio of products, a decision driven both by tariffs and inflation.
The company was transparent about the increases, and while E.l.f. CEO Tarang Amin told CNBC's Jim Cramer at the time that consumers appreciated the openness, Fields said the higher prices ultimately caused sales to decrease.
But as tariff policies were struck down by the Supreme Court, E.l.f. received about $50 million in tariff refunds, plus some interest payments related to the duties. That led its net income to grow by about 100% and its gross margin to grow by 14 percentage points compared to the prior year in its first quarter ending in August, according to the company's earnings report.
When those tariff refunds came in, the company walked back many of the previous price increases. However, it found that only 10% of items saw a meaningful jump in sales as a result. Using a portion of the refund, E.l.f. is keeping those particular items at that lower price point.
The majority of E.l.f.'s refund, Fields said, is going toward marketing – an area that has been a core priority.
Marketing has helped the company build and maintain its brand. "We spend 23% to 25% of our net sales behind marketing and digital," Fields said. "We've used that marketing to stay very connected to our community. "
Blending community and influencer marketingA big part of E.l.f.'s strategy is leveraging social media influencers to get the word out about its products and create brand awareness.
"Influencers and creators really have transformed how beauty generally is going to market," she said. "People look to influencers to educate them, to tell them about the new hot thing out there."
While E.l.f. does work with some bigger influencers, Fields said a majority of its spending is with mid-and smaller-tier creators. "They have that more authentic connection to community," she said.
"A lot of the posts that you see for E.l.f. are organically done," said Fields. "So we might send them some product, but they're going to choose if they talk about it or not with their communities."
Across its brands, E.l.f. also pays close attention to what its consumers are asking for on social media.
"We say there's zero distance between us and our community," Fields said. "That's what it's really about: staying close to our community, reading the comments that they have on our social media posts, listening to them when we go on TikTok lives."
On many occasions, E.l.f. has taken this feedback and turned it into product innovation. For instance, the company launched its bronzing drops because community members asked for them on a TikTok live, and created a pickle lip balm because pickles were a huge trend on social media.
"We're always listening and we're trying to be as fast as possible in responding to those requests, and I think that's been a bit of the secret sauce of E.l.f.," Fields said.
Seeing what resonates with consumers and how that translates into numbers is something Fields has long been passionate about.
"I love thinking about what makes a person purchase an item," she said. "Seeing the numbers behind it ... what makes one product more successful than another? Why does this marketing work better than that? It's just fantastic, and in the CFO seat, you see everything across the company."
To learn more about the CNBC CFO Council, visit cnbccouncils.com/cfo
In the latest close session, e.l.f. Beauty (ELF - Free Report) was down 2.16% at $93.41. The stock fell short of the S&P 500, which registered a loss of 0.45% for the day. Elsewhere, the Dow saw a downswing of 1.21%, while the tech-heavy Nasdaq depreciated by 0.01%.
The cosmetics company's stock has climbed by 3.2% in the past month, exceeding the Consumer Staples sector's loss of 0.85% and the S&P 500's loss of 2.43%.
Analysts and investors alike will be keeping a close eye on the performance of e.l.f. Beauty in its upcoming earnings disclosure. The company is predicted to post an EPS of $0.61, indicating a 10.29% decline compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $468.03 million, showing a 36.08% escalation compared to the year-ago quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $3.63 per share and a revenue of $1.97 billion, representing changes of +15.97% and +20.16%, respectively, from the prior year.
Any recent changes to analyst estimates for e.l.f. Beauty should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 1.15% higher within the past month. At present, e.l.f. Beauty boasts a Zacks Rank of #3 (Hold).
Looking at its valuation, e.l.f. Beauty is holding a Forward P/E ratio of 26.32. This represents no noticeable deviation compared to its industry average Forward P/E of 26.32.
We can additionally observe that ELF currently boasts a PEG ratio of 2.16. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Cosmetics industry stood at 0.97 at the close of the market yesterday.
The Cosmetics industry is part of the Consumer Staples sector. This group has a Zacks Industry Rank of 208, putting it in the bottom 16% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
e.l.f. Beauty vstupuje do Brazílie přes Sephora a v zemi nabídne první masovou barevnou kosmetiku této sítě. Mezinárodní tržby ve fiskálním 1. čtvrtletí vzrostly o 61 % meziročně.
Key Takeaways e.l.f. Beauty enters Brazil via Sephora, its first mass color cosmetics offering in the market. International sales rose 61% in fiscal Q1, outpacing 29% growth in the United States. ELF pairs selective expansion with more marketing support in established international markets. e.l.f. Beauty, Inc. (ELF - Free Report) is expanding its international footprint with the launch of e.l.f. Cosmetics in Brazil exclusively through Sephora. The brand will become Sephora Brazil’s first mass color cosmetics offering, giving ELF a distinctive entry into the market. Sephora’s Brazilian platform reaches roughly 17% of the country’s population, providing meaningful distribution at launch. The move also builds on e.l.f. Cosmetics’ relationship with Sephora in Mexico, where the brand has reached the No. 1 cosmetics position.
Brazil fits well with ELF’s broader push to increase its exposure outside the United States. International sales penetration has doubled over the past five years to 21% of net sales. This remains well below the more than 70% international mix cited for legacy beauty peers, suggesting room for geographic expansion. Brazil, identified as the world’s third-largest cosmetics market, adds a sizable opportunity to that strategy.
The timing is supported by solid overseas momentum. International net sales rose 61% year over year in the fiscal first quarter compared with 29% growth in the United States. At the same time, the e.l.f. brand has seen improving trends in the U.K. and Germany, while an expanded presence with Boots in the U.K. is planned for this fall.
ELF is taking a more measured approach to international growth. Rather than emphasizing new-market launches alone, the company is pairing selective expansion with greater marketing support in established markets. This balance could help strengthen brand awareness and improve productivity across its international retail network.
The Brazil launch broadens ELF’s international runway, but its long-term significance will depend on execution after the initial rollout. Sephora gives the brand a credible platform, while ELF’s accessible pricing and innovation-led model may support consumer trial. Sustained repeat purchases and continued brand-building will be key to determining whether Brazil develops into a meaningful contributor to e.l.f. Beauty’s global growth.
ELF Stock Price Performance, Valuation & EstimatesShares of ELF have tumbled 33.4% over the past year compared with the industry’s decline of 2.3%.
ELF Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, e.l.f. Beauty trades at a forward price-to-earnings ratio of 25.76, above the industry’s average of 22.15.
ELF Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for e.l.f. Beauty’s current and next fiscal year earnings per share implies year-over-year growth of 20.2% and nearly 16%, respectively.
Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) is a distributor of specialty food and center-of-the-plate products across the United States, Canada and the Middle East. CHEF currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for The Chefs' Warehouse’s current fiscal-year sales and earnings per share (EPS) implies growth of 10.6% and 33.7%, respectively, from the year-ago figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) , a leading beverage company that develops, markets and distributes coconut water and other plant-based beverages, currently sports a Zacks Rank #1. COCO delivered a trailing four-quarter earnings surprise of 21.9%, on average.
The Zacks Consensus Estimate for The Vita Coco Company’s current fiscal-year sales and EPS calls for growth of 31.6% and 63.9%, respectively, from the year-ago figures.
Laird Superfood, Inc. (LSF - Free Report) is a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products. LSF currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS suggests growth of 188.2% and 104%, respectively, from the year-ago figures. LSF delivered an earnings surprise of 100% in the last reported quarter.
e.l.f. Beauty (ELF - Free Report) closed at $95.76 in the latest trading session, marking a -4.32% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.59% for the day. Meanwhile, the Dow experienced a drop of 0.6%, and the technology-dominated Nasdaq saw a decrease of 0.65%.
Heading into today, shares of the cosmetics company had gained 8.05% over the past month, outpacing the Consumer Staples sector's loss of 2.41% and the S&P 500's loss of 1.37%.
The upcoming earnings release of e.l.f. Beauty will be of great interest to investors. On that day, e.l.f. Beauty is projected to report earnings of $0.61 per share, which would represent a year-over-year decline of 10.29%. Simultaneously, our latest consensus estimate expects the revenue to be $468.03 million, showing a 36.08% escalation compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.63 per share and a revenue of $1.97 billion, indicating changes of +15.97% and +20.16%, respectively, from the former year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for e.l.f Beauty. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 3.78% upward. e.l.f. Beauty currently has a Zacks Rank of #3 (Hold).
In terms of valuation, e.l.f. Beauty is presently being traded at a Forward P/E ratio of 27.59. This represents a premium compared to its industry average Forward P/E of 26.61.
One should further note that ELF currently holds a PEG ratio of 2.26. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As of the close of trade yesterday, the Cosmetics industry held an average PEG ratio of 0.96.
The Cosmetics industry is part of the Consumer Staples sector. This industry currently has a Zacks Industry Rank of 206, which puts it in the bottom 17% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Mezinárodní čisté tržby e.l.f. Beauty ve fiskálním 1Q 2027 vzrostly meziročně o 61 %, zatímco v USA o 29 %. Německo po uvedení v DM výrazně zrychlilo a Spojené království se také zlepšilo.
Key Takeaways e.l.f. Beauty's international net sales rose 61% in fiscal Q1 2027, versus 29% growth in the US.Germany growth turned strongly positive after e.l.f.'s DM launch, while U.K. trends also improved.Naturium and rhode are widening their global reach through Sephora and Mecca launches across key markets. e.l.f. Beauty, Inc. (ELF - Free Report) is expanding its presence across international markets through broader retail distribution, deeper penetration in key countries and new brand launches. The international business was a standout in the first quarter of fiscal 2027, with international net sales rising 61% year over year compared with 29% growth in the United States. International penetration has also doubled over the past five years and now represents 21% of total net sales.
The growth comes alongside broader brand expansion across established and newer markets. In the core e.l.f. brand, trends improved meaningfully in both the United Kingdom and Germany. Germany saw a major turn to very strong positive growth following the brand’s introduction at DM, after earlier comparisons were affected by the large ROSSMANN launch. In the UK, performance improved after a period marked by heavy promotional activity and the restart of awareness-building and marketing efforts. e.l.f. is also set to expand its presence at Boots in the fall.
The international push extends beyond the core brand. Naturium, which launched with Sephora in Australia and New Zealand last October, has reached the No. 1 ranking in body at Sephora in those markets and is scheduled to enter Sephora in Canada and Mexico this fall. rhode has posted record-setting launches with Sephora in North America and the UK and with Mecca in Australia and New Zealand, reaching the No. 1 beauty-brand ranking at both retailers.
e.l.f. Beauty is also expanding into Brazil through Sephora this fall, building on its No. 1 cosmetics-brand ranking with Sephora in Mexico. Together, these developments reflect broader retail and geographic expansion across e.l.f., Naturium and rhode.
e.l.f. Beauty’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 87.3% over the past three months, outperforming both the industry and the S&P 500, which increased 27.1% and 3.5%, respectively. The stock also outperformed the broader Consumer Staples sector, which gained 2.1% during the same period.
ELF Stock's Past Three Months Performance
Image Source: Zacks Investment Research
Is e.l.f. Beauty a Value Play Stock?e.l.f. Beauty currently trades at a forward 12-month P/E ratio of 28.17, which is up from the industry average of 23.73 and the sector average of 17.02. This valuation positions the stock at a premium compared with its industry peers and the broader sector.
ELF P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderFive Below, Inc. (FIVE - Free Report) operates as a specialty value retailer in the United States and currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Five Below’s current fiscal-year sales and earnings calls for growth of 18.4% and 49.2%, respectively, from the year-ago reported numbers. FIVE delivered a trailing four-quarter earnings surprise of 68.3%, on average.
Dollar Tree Inc. (DLTR - Free Report) is an operator of discount variety stores offering a broad assortment of everyday consumables and discretionary merchandise. The company currently carries a Zacks Rank #2 (Buy). DLTR delivered a trailing four-quarter earnings surprise of 12.2%, on average.
The Zacks Consensus Estimate for Dollar Tree’s current fiscal-year sales and earnings indicates growth of 6.7% and 32.2%, respectively, from the year-ago reported numbers.
Target Corporation (TGT - Free Report) operates as a general merchandise retailer in the United States. It currently carries a Zacks Rank of 2. TGT delivered a trailing four-quarter average earnings surprise of 10.5%.
The Zacks Consensus Estimate for Target’s current fiscal-year sales and earnings indicates growth of 4.7% and 37.8%, respectively, from the year-ago actuals.
Naturium z e.l.f. Beauty se rozšiřuje do Sephora Mexico a Sephora Canada, kde bude od 9. září k dispozici online i v prodejnách. V Mexiku bude prodáván exkluzivně v prodejnách Sephora Mexico a na Sephora.com.mx.
Bringing biocompatible, clinically effective skincare to communities across Mexico and Canada
LOS ANGELES--(BUSINESS WIRE)--Today, Naturium, a brand from e.l.f. Beauty (NYSE: ELF), announced its expansion with Sephora across Canada and Mexico, bringing its biocompatible, clinically effective skincare to new consumers across North America. Delivering affordable luxury for head-to-toe skincare, the brand makes its official debut in Mexico exclusively in Sephora Mexico stores and on Sephora.com.mx, while broadening its Canadian retail footprint online and in Sephora Canada stores nationwide.
Since its launch in 2019, Naturium has built a loyal, community-driven following based on a simple idea: effective skincare should be easy to understand and incorporate into everyday life. The Sephora expansion marks the next step in the brand’s continued growth, bringing its mission of ‘skin love for everyone’ to more consumers across North America. With the addition of these two markets, Naturium is now available in six regions globally.
“To see Naturium continue to grow and reach new markets is incredibly meaningful to us. We have been working to expand Naturium’s retail presence internationally and getting the best of Naturium into more hands,” said Suzanne Pengelly, President of Naturium. “We’ve built Naturium around products people genuinely love making part of their everyday routines, and we can’t wait for even more consumers to discover them.”
“We’re very happy to welcome Naturium to Sephora Mexico and add to our portfolio a brand that combines innovation, clinical efficacy, and an accessible approach to skincare,” said Mauricio Padilla, CEO of Sephora Mexico. “We’re confident its proposition will strongly resonate with our clients, and we’re excited to be its exclusive retail destination in Mexico.”
At Sephora Canada and Sephora Mexico, consumers can find an assortment of Naturium’s bestselling skincare and body care formulas, including:
Glow Getter Multi-Oil Hydrating Body Wash – Best-selling vanilla coconut body wash that delivers a multi-oil glow from head to toe. Glow Getter Multi-Oil Body Butter – Luxurious, vanilla coconut, fast absorbing body butter includes 81% multi-oil complex for glowing, replenished and firmer-looking skin. Multi-Peptide Moisturizer – Clinically-proven moisturizer that improves wrinkles & hydration in 100% of consumers and firmness in 97% of consumers. Vitamin C Complex Serum – Gold stabilized Vitamin C delivered in a biocompatible, ph-balance that is suitable for all skin types. To celebrate its launch in Sephora Canada, Naturium is rolling out a brand campaign across Canada featuring its Canadian community and their love of skincare, including partnerships with creators that are long-time brand fans, and have championed Naturium for years. The brand will also host an experiential activation on September 12 in Toronto at The Well, where guests can enjoy a special photobooth experience, product education, customized skincare routines, and take home some of the brand's most loved products.
Beginning September 9, Naturium will be available online at sephora.com/ca/en/ and in Sephora Canada stores nationwide. In Mexico, Naturium will be available exclusively at Sephora Mexico stores and on Sephora.com.mx.
About Naturium
Founded in 2019, Naturium brings the science of consistent skincare to every one, every where, every day. The brand's biocompatible and dermatologist-tested formulas work with individual skin's biology from head to toe, blending natural botanicals with potent actives for clinically effective results at an accessible price point. Naturium has pioneered facial and body care innovations. Naturium is clean, vegan, paraben-free, and double-certified by Leaping Bunny and PETA as cruelty-free. Acquired by e.l.f. Beauty (NYSE: ELF) in 2023, the brand is available at naturium.com and both in-store and online at Target and Ulta in the U.S.
About Sephora
Sephora is the world’s leading global prestige beauty retail brand. With 55,000 passionate employees operating in 37 markets, Sephora connects customers and beauty brands within the world’s most trusted and dynamic beauty community. We serve a highly engaged community of hundreds of millions of beauty followers across our global omnichannel network of more than 3,400 stores and iconic flagships, and our e-commerce and digital platforms, offering personalized and immersive seamless experiences across every touchpoint. With our curation of more than 500 brands and our own label, Sephora Collection, we offer the most unique and diverse range of prestige beauty products, tailored to our customers’ needs from fragrance to make-up, haircare, skincare and beyond, as we constantly reimagine the world of prestige beauty. Since SEPHORA’s inception in 1969 in Limoges, France, and as part of the LVMH Group since 1997, the brand has been disrupting the prestige beauty retail industry. Today, they continue to break with convention to drive their mission: champion a world of inspiration and inclusion where everyone can celebrate their beauty. For more information, visit www.sephora.com.
Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.
Beauty/cosmetics stocks are reversing Friday’s post-earnings decline midday Monday, as two of the sector’s most-watched names lead retail higher against a softer session for large-cap benchmarks. The rebound comes after both companies cleared quarterly estimates and raised full-year outlooks, only to see their shares sold heading into the weekend.
Ulta Beauty (NASDAQ:ULTA | ULTA Price Prediction) stock is up 4% to $538, while e.l.f. Beauty (NYSE:ELF) stock is climbing 5% to $108.92. Also framing the retail read, the SPDR S&P Retail ETF (NYSEARCA:XRT) is slipping 0.2% to $86.72. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.46% to $765.80, marking today’s beauty bid as a targeted sector move rather than a broad risk-on rally.
Ulta Beauty stock fell 4% to $517.18 Friday despite a Q2 2026 beat and a raised full-year guide, a decline covered in Friday’s Ulta Beauty and e.l.f. Beauty pullback recap. Reporting Monday attributes part of the advance to an analyst upgrade, though the upgrading firm hasn’t been confirmed and isn’t being named here. Buyers are effectively taking the other side of Friday’s fade, and the tone shift is testing whether that initial reaction was an overshoot on otherwise clean prints.
Ulta Beauty’s Beat Gets a Second Look In its Q2 2026 report, Ulta Beauty posted net income of $282 million, or $6.55 per share, against $260.9 million and $5.78 a year earlier, clearing the $6.20 consensus. Revenue grew 8.9% to $3.04 billion versus $2.99 billion consensus, and comparable sales rose 3.8% against the 2.3% analysts expected. The mix of top-line growth and above-plan comps is what bulls want to see from a specialty retailer navigating an uneven consumer.
Ulta Beauty raised full-year EPS guidance to $28.70 to $29 from $28.36 to $28.80, its annual sales growth target to 6.7% to 7.2% from 6% to 7%, and its comp sales guidance to 3.2% to 3.7% from 2.5% to 3.5%. CEO Kecia Steelman stated the team is “executing with discipline and translating our Ulta Beauty Unleashed strategy into tangible benefits for our guests.”
Divergent Starting Points Frame the Rally Ulta Beauty and e.l.f. Beauty are rebounding from opposite starting points, and that divergence is the trade worth understanding. e.l.f. Beauty stock was up 37% year to date (YTD) through Friday’s close, while Ulta Beauty stock was down 14% YTD through the same session. Similar-sized session pops carry very different meaning for each name, with e.l.f. Beauty extending a leadership run and Ulta Beauty trying to reclaim ground lost through the first eight months of the year.
Target (NYSE:TGT) stock forms the third leg of today’s beauty story. Target stock is down 1% to $161.52, even after finishing Friday up 71% YTD. The Ulta Beauty shop-in-shop partnership inside Target stores concluded in August after the two companies chose not to renew it, and Target is now launching its own Target Beauty Studio concept in more than 600 stores with dedicated beauty advisers. Target is sliding while both beauty pure-plays rally, which sharpens the read on where beauty share is being allocated in a post-partnership landscape.
What to Watch Investors can watch for whether Ulta Beauty stock reclaims its pre-earnings level of $544.99 and whether e.l.f. Beauty stock holds above $105 into the close. With XRT lower and SPY in the red, today’s beauty bid reads like a focused sector rotation, and that raises the bar for follow-through into midweek trading if the broader retail sector doesn’t join in.
Position sizing matters here given the volatility around both names, and readers adding exposure should treat single-stock retail rebounds as tactical setups rather than trend confirmation. The unnamed upgrade adds momentum without a verifiable analyst thesis, so leaning too hard on today’s move carries execution risk if a formal research note doesn’t surface in the coming sessions. A modest starter position, sized to survive another gap lower, is the more defensible way to engage a same-day reversal like this one.
The next scheduled catalyst for Ulta Beauty is its Q3 report, and e.l.f. Beauty holders can look to the company’s next quarterly release for confirmation that its raised fiscal 2027 outlook is translating into sustained retailer sell-through. Between now and then, retail sector data and Target Beauty Studio’s early rollout metrics will help set the tone for how beauty spending is being divided among the three names on the marquee today.
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BlackRock ve 2. čtvrtletí nakoupil nový podíl v e.l.f. Beauty za zhruba 428,3 mil. USD a drží 9,82 % firmy. Společnost zároveň oznámila tržby 479,37 mil. USD a EPS 1,75 USD, nad odhady.
BlackRock Inc. bought a new stake in e.l.f. Beauty (NYSE:ELF – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,787,329 shares of the company’s stock, valued at approximately $428,262,000. BlackRock Inc. owned 9.82% of e.l.f. Beauty as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also bought and sold shares of the company. Deutsche Bank AG purchased a new position in e.l.f. Beauty in the second quarter worth about $3,365,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of e.l.f. Beauty during the 2nd quarter valued at about $2,375,000. Global Retirement Partners LLC purchased a new stake in shares of e.l.f. Beauty during the 2nd quarter valued at about $329,000. Bank of New York Mellon Corp bought a new position in shares of e.l.f. Beauty in the 2nd quarter worth approximately $23,624,000. Finally, State of Wyoming bought a new position in shares of e.l.f. Beauty in the 2nd quarter worth approximately $40,000. 92.44% of the stock is owned by hedge funds and other institutional investors.
Insider Activity In other news, Director Lauren Cooks Levitan sold 1,034 shares of e.l.f. Beauty stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $93.15, for a total transaction of $96,317.10. Following the sale, the director owned 10,516 shares in the company, valued at $979,565.40. This trade represents a 8.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Tarang Amin sold 50,164 shares of e.l.f. Beauty stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $78.24, for a total transaction of $3,924,831.36. Following the sale, the chief executive officer owned 110,496 shares in the company, valued at approximately $8,645,207.04. The trade was a 31.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 140,780 shares of company stock valued at $10,091,078 in the last three months. 3.50% of the stock is currently owned by insiders.
e.l.f. Beauty Stock Down 0.1% Shares of ELF stock opened at $105.90 on Wednesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.55 and a quick ratio of 1.82. e.l.f. Beauty has a one year low of $48.82 and a one year high of $150.99. The company’s fifty day moving average price is $81.10 and its 200-day moving average price is $72.39. The company has a market capitalization of $6.25 billion, a price-to-earnings ratio of 105.90, a PEG ratio of 3.29 and a beta of 1.58. e.l.f. Beauty (NYSE:ELF – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, topping the consensus estimate of $0.71 by $1.04. The company had revenue of $479.37 million during the quarter, compared to the consensus estimate of $431.20 million. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.07%. e.l.f. Beauty’s quarterly revenue was up 35.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.89 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Sell-side analysts expect that e.l.f. Beauty will post 2.64 EPS for the current fiscal year.
Wall Street Analyst Weigh In Several brokerages recently issued reports on ELF. Bank of America cut their target price on shares of e.l.f. Beauty from $93.00 to $85.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Canaccord Genuity Group increased their price target on shares of e.l.f. Beauty from $97.00 to $110.00 and gave the stock a “buy” rating in a research report on Wednesday, August 19th. Jefferies Financial Group lifted their price target on shares of e.l.f. Beauty from $72.00 to $100.00 and gave the stock a “buy” rating in a research note on Tuesday, July 28th. UBS Group boosted their price objective on shares of e.l.f. Beauty from $80.00 to $89.00 and gave the company a “neutral” rating in a research report on Thursday, August 6th. Finally, Raymond James Financial upped their price objective on e.l.f. Beauty from $85.00 to $87.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.31.
Read Our Latest Report on ELF
About e.l.f. Beauty (Free Report)
e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.
Founded in 2004 and headquartered in Oakland, California, e.l.f.
Further Reading Five stocks we like better than e.l.f. Beauty Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize Want to see what other hedge funds are holding ELF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for e.l.f. Beauty (NYSE:ELF – Free Report).
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Akcie e.l.f. Beauty jsou zhruba o 53 % pod historickým maximem, protože trh řeší zpomalující růst tržeb, vyšší výdaje a závislost na čínských dodavatelích.
E.l.f. Beauty's (ELF -1.95%) stock closed at a record high of $221.83 per share on March 4, 2024. That marked a 1,205% gain from its IPO price of $17 per share on Sept. 21, 2016. At the time, the cosmetics company dazzled the market with its rapid sales growth, soaring popularity among Gen Z consumers, and its aggressive expansion plans.
But today, e.l.f.'s stock trades at about $105. Its stock pulled back amid concerns about its slowing revenue growth, higher spending, and its dependence on Chinese suppliers. Let's see if that sell-off was an overreaction -- and if its stock can eventually bounce back.
Image source: Getty Images.
What happened to e.l.f. Beauty? E.l.f. carved out a niche in the crowded cosmetics market with cheap products and savvy social media campaigns that targeted younger shoppers. It also acquired other companies -- including Well People in 2020, Naturium in 2023, and Rhode in 2025 -- to expand into the higher-end skincare market and diversify its business beyond its budget products.
From fiscal 2021 to fiscal 2024 (which ended in March 2024), its net sales and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth accelerated as its gross margins reached record highs. But over the following two years, its top- and bottom-line growth decelerated -- even though its gross margins held steady.
Metric
FY 2021
FY 2022
FY 2023
FY 2024
FY 2025
FY 2026
Net Sales Growth
12%
23%
48%
77%
28%
25%
Gross Margin
65%
64%
67%
71%
71%
71%
Adjusted EBITDA Growth
(2%)
22%
56%
101%
26%
13%
Data source: e.l.f. Beauty.
Much of e.l.f.'s acceleration from fiscal 2021 to fiscal 2024 was driven by the expansion of its shelf space at major retailers such as Target, Walmart, and Ulta. As it lapped those expansions, its organic growth slowed down, and it increasingly relied on acquisitions to drive its top-line growth. However, its inorganic expansion into higher-end markets increased its exposure to inflationary headwinds, and tariffs on Chinese products drove up its operating expenses, forcing it to adjust its supply chain and raise prices on its budget products. On the bright side, it's reduced its manufacturing dependence on China from nearly 100% in 2019 to about 75% today.
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Moneyball Superscore
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Is e.l.f.'s stock still worth buying? Analysts expect e.l.f.'s revenue to rise just 20% in fiscal 2027 and 8% in fiscal 2028. They expect its adjusted EBITDA to increase 20% in fiscal 2027 and 6% in fiscal 2028. That deceleration indicates its business is maturing and its high-growth days are over.
With an enterprise value of $6.8 billion, e.l.f. trades at 17 times this year's adjusted EBITDA. It looks historically cheap, but it doesn't really deserve a higher valuation. Therefore, I expect e.l.f.'s stock to stagnate in this choppy market unless its organic growth accelerates again.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Target, Ulta Beauty, and Walmart. The Motley Fool recommends e.l.f. Beauty. The Motley Fool has a disclosure policy.
Aurora Investment Counsel acquired a new position in shares of e.l.f. Beauty (NYSE:ELF – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 38,751 shares of the company’s stock, valued at approximately $2,868,000. e.l.f. Beauty accounts for approximately 1.5% of Aurora Investment Counsel’s holdings, making the stock its 6th largest holding. Aurora Investment Counsel owned about 0.07% of e.l.f. Beauty at the end of the most recent reporting period.
Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of e.l.f. Beauty in the second quarter worth about $428,262,000. BNP Paribas Financial Markets raised its holdings in shares of e.l.f. Beauty by 3,131.7% during the fourth quarter. BNP Paribas Financial Markets now owns 924,902 shares of the company’s stock valued at $70,330,000 after acquiring an additional 896,282 shares during the period. Price T Rowe Associates Inc. MD lifted its position in shares of e.l.f. Beauty by 47.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,197,319 shares of the company’s stock valued at $167,086,000 after acquiring an additional 711,540 shares in the last quarter. Swedbank AB lifted its position in shares of e.l.f. Beauty by 97.0% in the 4th quarter. Swedbank AB now owns 1,364,801 shares of the company’s stock valued at $103,779,000 after acquiring an additional 672,071 shares in the last quarter. Finally, Prime Capital Management Co Ltd acquired a new position in e.l.f. Beauty in the 2nd quarter worth approximately $44,736,000. 92.44% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets In other e.l.f. Beauty news, insider Jennifer Catherine Hartnett sold 25,357 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $80.00, for a total transaction of $2,028,560.00. Following the transaction, the insider directly owned 28,699 shares in the company, valued at $2,295,920. This trade represents a 46.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Scott Milsten sold 4,162 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $51.53, for a total value of $214,467.86. Following the completion of the sale, the insider owned 144,581 shares of the company’s stock, valued at approximately $7,450,258.93. This trade represents a 2.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 134,028 shares of company stock worth $9,422,961 in the last quarter. Corporate insiders own 3.50% of the company’s stock.
Analysts Set New Price Targets A number of analysts have recently issued reports on ELF shares. B. Riley Financial increased their target price on e.l.f. Beauty from $70.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Jefferies Financial Group lifted their price target on e.l.f. Beauty from $72.00 to $100.00 and gave the company a “buy” rating in a report on Tuesday, July 28th. Zacks Research raised e.l.f. Beauty from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 12th. Canaccord Genuity Group increased their price objective on e.l.f. Beauty from $97.00 to $110.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Morgan Stanley decreased their price objective on e.l.f. Beauty from $67.00 to $59.00 and set an “equal weight” rating for the company in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $91.31. Read Our Latest Research Report on ELF
e.l.f. Beauty Price Performance ELF opened at $99.40 on Thursday. The stock has a market cap of $5.87 billion, a price-to-earnings ratio of 99.40, a PEG ratio of 2.91 and a beta of 1.58. e.l.f. Beauty has a 1 year low of $48.82 and a 1 year high of $150.99. The company has a current ratio of 2.55, a quick ratio of 1.82 and a debt-to-equity ratio of 0.69. The stock has a fifty day moving average price of $77.92 and a 200 day moving average price of $71.88.
e.l.f. Beauty (NYSE:ELF – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $1.75 EPS for the quarter, beating analysts’ consensus estimates of $0.71 by $1.04. e.l.f. Beauty had a return on equity of 14.07% and a net margin of 3.38%.The firm had revenue of $479.37 million for the quarter, compared to the consensus estimate of $431.20 million. During the same quarter in the previous year, the company posted $0.89 earnings per share. The business’s quarterly revenue was up 35.5% compared to the same quarter last year. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Analysts forecast that e.l.f. Beauty will post 2.61 EPS for the current fiscal year.
e.l.f. Beauty Company Profile (Free Report)
e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.
Founded in 2004 and headquartered in Oakland, California, e.l.f.
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e.l.f. Beauty zvýšila výhled tržeb pro fiskální rok 2027 na 1,938–1,968 mld. USD po 36% růstu tržeb v 1. čtvrtletí na 479,4 mil. USD. Akcie ELF za týden vzrostly o 18,8 %.
Key Takeaways ELF raised fiscal 2027 sales guidance to $1.938-$1.968B after first-quarter sales jumped 36%.Rhode contributed $160M in quarterly sales and is set to expand into Sephora across 19 European countries.ELF's organic sales excluding Rhode fell at a high-single-digit rate, while its valuation remains elevated. e.l.f. Beauty, Inc. (ELF - Free Report) shares advanced 18.8% in one week, putting the durability of the recent rally in focus. First-quarter fiscal 2027 results and a raised full-year outlook give investors fresh fundamentals to weigh against that move.
Rhode’s contribution, international expansion and portfolio growth support the bullish case. Still, weakness in the core e.l.f. business and a premium valuation leave less room for execution missteps.
Rhode Gives ELF a Powerful Growth EngineRhode contributed about $160 million of first-quarter fiscal 2027 net sales, exceeding management’s expectations. Its latest summer launch generated $27 million of direct-to-consumer sales in one day and attracted 90,000 new consumers.
More than 70% of that launch-day sales came from existing consumers, pointing to repeat demand. Rhode is also set to enter Sephora across 19 European countries in September, expanding a brand that remains in less than 20% of Sephora’s global store base.
ELF's Raised Outlook Supports the MomentumManagement raised fiscal 2027 net sales guidance to $1.938-$1.968 billion, implying 18%-20% growth. The prior outlook called for $1.835-$1.865 billion and 12%-14% growth.
Adjusted earnings guidance also increased to $3.50-$3.55 per share from $3.27-$3.32. The higher outlook follows first-quarter net sales growth of 36% to $479.4 million and adjusted earnings of $1.75 per share.
International Growth Broadens ELF's RunwayInternational net sales increased 61% in the first quarter, well ahead of 29% growth in the United States. Planned expansion includes e.l.f. with Sephora in Brazil, Rhode across Europe and Naturium with Sephora in Canada and Mexico.
The broader beauty market also shows continued demand across channels. Ulta Beauty, Inc. (ULTA - Free Report) reported an 11.1% first-quarter fiscal 2026 net sales increase, while its comparable sales rose 5.3%, underscoring ongoing activity in specialty beauty retail.
Core ELF Weakness Tests the RallyOrganic net sales excluding Rhode declined at a high-single-digit rate in the first quarter, while companywide unit volumes reduced growth by about three percentage points. That softness shows the flagship business has not yet matched the pace of the acquired portfolio.
Management expects improving e.l.f. trends and raised fiscal 2027 organic net sales growth guidance to 6%-7%. The recovery still depends on innovation, value actions and demand holding up as consumers remain concerned about the economy.
Image Source: Zacks Investment Research
ELF's Valuation Raises the BarELF trades at 26.8X forward 12-month earnings, above 20.7X for the Zacks cosmetics sub-industry, 16.8X for the Consumer Staples sector and 20.7X for the S&P 500. That premium raises the importance of delivering on the new outlook.
Competitive context is mixed. The Estee Lauder Companies Inc. (EL - Free Report) raised its fiscal 2026 organic sales outlook to about 3% in May, but its makeup net sales were virtually flat in the fiscal third quarter, illustrating uneven demand even among large beauty companies.
ELF's Growth Signal Stays StrongThe one-week rally is backed by faster reported growth, a stronger fiscal 2027 outlook and meaningful Rhode expansion. The counterweight is clear: core-brand softness and a premium earnings multiple make continued execution important.
ELF currently carries a Zacks Rank #1 (Strong Buy) and a Growth Score of A, a combination that supports the near-term growth case. The Zacks Style Scores are designed to complement the Zacks Rank by evaluating characteristics tied to different investing styles. You can see the complete list of today’s Zacks #1 Rank stocks here.
Its Value Score of F and Momentum Score of D are less favorable, while the VGM Score of C reflects a mixed overall profile. Those readings temper the growth signal and suggest investors should weigh the company’s operating momentum against valuation and price-related characteristics.
E.l.f. Beauty (ELF +6.70%) shares surged after the cosmetics and skin care company reported strong fiscal first-quarter results and lifted its full-year outlook. The growth was led by a better-than-expected performance from its Rhode brand, which e.l.f. acquired in August of 2025.
The stock is up more than 20% on the year, but it's still down about 16% over the past year.
Let's take a closer look at e.l.f's results and prospects and why I think the stock's momentum can continue.
Image source: The Motley Fool
Rhode leads the way Rhode once again was a standout for e.l.f. in the quarter, contributing $160 million in sales. This included the brand scoring a record $27 million in sales from its website in a single day following the launch of new summer products. The company thinks Rhode could reach $1 billion in yearly sales faster than any beauty brand ever has.
The company is seeing record demand for Rhode products, helped by expanded product assortment, a launch at LVMH Moet Hennessy Louis Vuitton's Sephora stores, and overseas expansion. Rhode is currently in only 20% of Sephora stores globally and will be entering 19 new European markets this fall.
Organic growth, excluding its acquisition of Rhode, was down in the high single digits. The company said this stemmed from the lapping of the launch of its popular e.l.f. Glo reviver melting lip balms and the fact that it shipped products out earlier a year ago ahead of switching enterprise resource software systems, which manage internal operations such as finance and supply chain. The company also tested e.l.f. brand pricing in the quarter, determining that about 10% of its products could benefit from lower prices but that the vast majority were priced correctly.
One of the brand's big growth initiatives moving forward is entering the hair-care space. It launched six products in the category in June at Target and sees this as a $17 billion market in the U.S. that is growing faster than cosmetics and skin care. Meanwhile, it said it continues to see strong growth in skin care with both its namesake brand and Naturium. It called Naturium the fastest-growing skin care brand among the top 50 brands.
Overall, for fiscal Q1 (ended June 30), e.l.f. Beauty sales jumped 36% year over year to $479.4 million, easily topping the analyst consensus of $430 million compiled by London Stock Exchange Group.
Adjusted earnings per share (EPS), meanwhile, nearly doubled from $0.89 to $1.75, but included a traffic refund. Excluding the traffic refund, adjusted EPS would have been $1.07, a 20% increase. That still crushed the $0.71 analyst consensus. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) soared 93% to $168 million and were up 36% excluding the tariff refund. Gross margin, excluding the tariff refund, rose 350 basis points.
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Looking ahead, e.l.f. raised its full-year guidance across the board. It now expects revenue to grow between 18% and 20% to $1.938 billion-$1.968 billion, up from a prior outlook of $1.835 billion-$1.865 billion, or growth of 12% to 14%. It said the improved forecast comes from the momentum it is seeing across its brands.
It also boosted its adjusted EPS guidance to $3.50-$3.55, up from an earlier forecast of between $3.27 and $3.32. Adjusted EBITDA is now projected to be between $401 million and $407 million, up from $379 million-$385 million.
Why the stock still looks like a buy E.l.f. remains one of the best growth stocks in the consumer space, in my view. The Rhode acquisition is going well, and the brand's growth drivers are still in the early innings. Increasing Rhode's product assortment and expanding its distribution were always the best ways to grow the brand, and the company is executing on this strategy at the controlled pace you'd like to see. Sephora will ultimately be the first step, and e.l.f. still has a long runway to get into more of Sephora stores. Meanwhile, its summer launch showed the pent-up demand for a wider Rhode product assortment.
In addition, I really like the move of the e.l.f. brand into the hair care space. This should be a nice growth driver, and I think other category extensions, like fragrance, could add other future growth levers. Meanwhile, the company still has a nice international expansion opportunity.
With a forward price-to-earnings ratio (P/E) of less than 25 based on next fiscal year's earnings estimates, e.l.f. is at one of its cheaper valuation levels over the past few years and should have plenty of room to run from here.
E.l.f. Beauty ve 1. čtvrtletí fiskálního roku 2027 zvýšila tržby o 36 % na 479,4 mil. USD a upravený zisk na akcii překonal odhady. Firma zároveň obdržela asi 50 mil. USD na vráceném clu a většinu chce reinvestovat do cen a marketingu, přičemž dalších asi 8 mil. USD ještě očekává.
Shirley Pinkson Manas, Susan Yara, Hailey Bieber, Alicia Keys and Renee Snyder, left to right, and e.l.f. Beauty welcomes rhode to its family at the NYSE. (Photo by Diane Bondareff/Invision for e.l.f. Beauty/AP Content Services)
Invision
E.l.f. Beauty has delivered another quarter of blockbuster growth, but the biggest surprise in its latest earnings wasn't just the strength of sales, it was how the cosmetics company plans to deploy an unexpected $50 million windfall from tariff refunds to strengthen its position in an increasingly crowded beauty market.
The California-based beauty brand reported first-quarter fiscal 2027 revenue of $479.4 million, a 36% increase from a year earlier, comfortably beating analyst expectations. Adjusted earnings came in at $1.75 per share, more than double Wall Street forecasts, prompting the company to raise its full-year guidance for both revenue and profits.
Behind the earnings beat was a one-off boost from tariff refunds after duties previously paid by the company were struck down by the U.S. Supreme Court. During the quarter ending June 30, e.l.f. received approximately $50 million in tariff refunds, alongside related interest payments, lifting net income to $66.6 million from $33.3 million a year prior and expanding gross margins by around 14 percentage points.
Rather than banking the unexpected gain, CEO Tarang Amin said the company intends to reinvest virtually all of it into making its brands more competitive.
"Our plan is to fully reinvest that money in both pricing, to have a superior value proposition, as well as increased marketing across our entire portfolio of brands," Amin said following the results. "We feel we never should have had the tariffs to begin with."
E.l.f. Beauty Inc., a U.S.-based cosmetics and skincare company known for affordable and cruelty-free beauty products. (Photo illustration by Cheng Xin/Getty Images)
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The strategy reflects the philosophy that has helped transform e.l.f. from a value cosmetics challenger into one of the fastest-growing names in global beauty. While many consumer brands have used inflation and tariffs to justify permanent price increases, e.l.f. is using fresh capital to sharpen its value credentials while increasing investment behind customer acquisition and brand awareness.
Even stripping out the tariff benefit, the business continues to show improving profitability. Management said gross margins would still have expanded by roughly 3.5 percentage points thanks to pricing actions introduced last year and a more favourable tariff environment.
That pricing strategy has become increasingly sophisticated. Rather than applying blanket discounts, e.l.f. has been analysing customer purchasing behaviour across roughly 80% of its product range to determine where lower prices actually stimulate demand.
The company found that reducing prices by an average of around $1 across much of the portfolio produced little change in purchasing behaviour for about 90% of products. Consumers continued buying hero products such as the company's bestselling Power Grip Primer regardless of small price adjustments, suggesting strong brand loyalty and pricing resilience.
Other products proved more price sensitive. Cutting the price of Cream Glide Lip Liner from $3 to $2 generated a measurable increase in sales volumes, providing the company with detailed data on where promotional investment delivers the greatest return.
E.l.f. Beauty Raises GuidanceThe strong quarter also prompted management to raise full-year guidance. The company now expects fiscal 2027 revenue of between $1.94 billion and $1.97 billion, up from previous guidance of $1.84 billion to $1.87 billion and ahead of analyst expectations.
Growth is also becoming increasingly diversified geographically. During the quarter, the company continued expanding into Europe through Sephora while broadening distribution with Boots in the U.K. It has also entered Brazil, giving the business exposure to one of Latin America's largest beauty markets.
At the same time, the company’s brand portfolio has expanded following its acquisition of Rhode, the skincare label founded by Hailey Bieber, last year. Rhode contributed approximately $160 million in quarterly sales, adding a premium skincare brand that complements e.l.f.'s mass-market positioning and broadens its appeal across different consumer segments.
The acquisition demonstrates another shift in e.l.f.'s evolution. Once known almost exclusively as a low-cost cosmetics brand, the company is increasingly positioning itself as a diversified beauty. And while the tariff refund itself may not recur, with around $8 million still expected to be received, management's willingness to recycle that cash into the business highlights confidence that sustained market share gains are more valuable than a temporary profits boost.
OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Beauty (NYSE: ELF) today announced results for the three months ended June 30, 2026.
“In Q1, we delivered 36% net sales growth, marking our 30th consecutive quarter – over seven continuous years – of net sales growth. This consistent, category-leading growth is a testament to the strength of our team, strategy, and portfolio of brands."
Share “I’m proud of the e.l.f. Beauty team for achieving another quarter of industry-leading results,” said Tarang Amin, e.l.f. Beauty’s Chairman and Chief Executive Officer. “In Q1, we delivered 36% net sales growth, marking our 30th consecutive quarter – over seven continuous years – of net sales growth. This consistent, category-leading growth is a testament to the strength of our team, strategy, and portfolio of brands. With the momentum we’re seeing, we’re raising our fiscal 2027 outlook to 18 to 20 percent net sales growth from 12 to 14 percent previously.”
Three Months Ended June 30, 2026 Results
For the three months ended June 30, 2026, compared to the three months ended June 30, 2025:
Net sales increased 36% to $479.4 million, driven by strong performance in both our retailer and e-commerce channels, in the US and internationally. Gross margin increased approximately 1,400 basis points to 83%, including approximately 1,050 basis points benefit from IEEPA tariff refunds, with the remaining increase primarily driven by benefits from pricing and lower year-over-year tariff rates. Selling, general and administrative (“SG&A”) expenses increased $84.5 million to $280.3 million. Adjusted SG&A (SG&A excluding the items identified in the reconciliation table below) increased $83.4 million to $260.7 million. The increase in SG&A is primarily related to increases in marketing, merchandising and distribution costs, compensation and benefits, and depreciation and amortization. Change in fair value of contingent consideration related to the acquisition of rhode (the “rhode Acquisition”). The Company recorded a fair value adjustment of $16.1 million for the three months ended June 30, 2026, driven by the outperformance of rhode's revenue results relative to the earnout thresholds set forth in the merger agreement entered into in connection with the rhode Acquisition. Other (expense) income, net changed by $5.4 million year over year from $5.0 million in income to $0.3 million of expense, primarily driven by a decrease in foreign currency gains for the period attributable to currency rate fluctuation. Net income was $66.6 million on a GAAP basis. Adjusted net income (net income excluding the items identified in the reconciliation table below) was $104.6 million. Diluted earnings per share was $1.12 per share on a GAAP basis. Adjusted diluted earnings per share (diluted earnings per share calculated with adjusted net income excluding the items identified in the reconciliation table below) were $1.75. Adjusted EBITDA (EBITDA excluding the items identified in the reconciliation table below) was $168.2 million, or 35% of net sales, up 93% year over year. Liquidity
As of June 30, 2026, the Company had $344.2 million in cash and cash equivalents, and $834.2 million of total debt, as compared to $170.0 million in cash and cash equivalents and $256.7 million of total debt outstanding as of June 30, 2025.
Updated Fiscal 2027 Outlook
The Company is providing the following updated outlook for fiscal 2027. The updated outlook for fiscal 2027 reflects an expected 18-20% year-over-year increase in net sales, as compared to an expected 12-14% increase previously.
Previous Fiscal 2027 Outlook
Updated Fiscal 2027 Outlook
Net sales
$1,835-1,865 million
$1,938-1,968 million
Adjusted EBITDA
$379-385 million
$401-407 million
Adjusted effective tax rate
25-26%
25-26%
Adjusted net income
$198-201 million
$212-215 million
Adjusted diluted earnings per share
$3.27-3.32
$3.50-3.55
Weighted average diluted shares outstanding
60.5 million
60.5 million
Webcast Details
The Company will hold a webcast to discuss the results from its first quarter fiscal 2027 today, August 5, 2026, at 4:30 p.m. Eastern Time. The webcast will be broadcast live at https://investor.elfbeauty.com/stock-and-financial/events-and-presentations. For those unable to listen to the live broadcast, an archived version will be available at the same location.
About e.l.f. Beauty
e.l.f. Beauty (NYSE: ELF) is a different kind of company that disrupts norms, shapes culture and connects communities, through positivity, inclusivity and accessibility. The mission is clear: to make the best of beauty accessible to every eye, lip and face. e.l.f. Beauty and its brands, e.l.f. Cosmetics, e.l.f. SKIN, e.l.f. Hair, rhode, Naturium and Well People, are led by purpose and driven by results. e.l.f. Beauty offers e.l.f. clean and vegan products, all double-certified by PETA and Leaping Bunny as cruelty free, and proudly stands as the first beauty company with Fair Trade Certified™ facilities. With a kind heart at the center of e.l.f.’s ethos, the company donates 2% of net profits to organizations that make positive impacts.
Learn more at https://www.elfbeauty.com/
Note Regarding non-GAAP Financial Measures
This press release includes references to non-GAAP measures, including adjusted EBITDA, adjusted SG&A, adjusted net income and adjusted diluted earnings per share. The Company presents these non-GAAP measures because its management uses them as supplemental measures in assessing its operating performance, and believes they are helpful to investors, securities analysts and other interested parties in evaluating the Company’s performance. The non-GAAP measures included in this press release are not measurements of financial performance under GAAP and they should not be considered as alternatives to or substitutes for measures of performance derived in accordance with GAAP. In addition, these non-GAAP measures should not be construed as an inference that the Company’s future results will be unaffected by unusual or non-recurring items. These non-GAAP measures have limitations as analytical tools, and you should not consider such measures either in isolation or as substitutes for analyzing the Company’s results as reported under GAAP. The Company’s definitions and calculations of these non-GAAP measures are not necessarily comparable to other similarly titled measures used by other companies due to different methods of calculation.
Adjusted EBITDA excludes expense or income related to stock-based compensation, change in fair value of contingent consideration and other non-cash and non-recurring items. Such other non-cash or non-recurring items include amortization of internal-use software costs related to cloud applications, acquisition related costs and ERP implementation costs.
Adjusted SG&A excludes expense related to stock-based compensation and other non-recurring items. Such other non-recurring items include other non-recurring ERP implementation costs and acquisition related costs.
Adjusted effective tax rate is the tax rate when excluding the pre-tax impact of expense or income related to stock-based compensation, other non-cash and non-recurring items, amortization of acquired intangible assets, as well as the related tax impact for these items, calculated utilizing the statutory rate for where the impact was incurred.
Adjusted net income excludes expense related to stock-based compensation, change in fair value of contingent consideration, other non-recurring items, amortization of acquired intangible assets and the tax impact of the foregoing adjustments. Such other non-recurring items include other non-recurring ERP implementation costs and acquisition related costs.
Forward-looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws, including those statements relating to the Company’s outlook for Fiscal 2027 under “Updated Fiscal 2027 Outlook” above and those statements that with the momentum we’re seeing, we’re raising our fiscal 2027 outlook to 18 to 20 percent net sales growth from 12 to 14 percent previously. Although the Company believes that the expectations reflected in the forward-looking statements are reasonable, actual results and the timing of selected events may differ materially from those expectations. Factors that could cause actual results to differ materially from those in the forward looking statements include, among other things, the risks and uncertainties that are described in the Company's most recent Annual Report on Form 10-K, as updated from time to time in the Company's SEC filings, as well as the Company’s ability to effectively compete with other beauty companies; the Company’s ability to successfully introduce new products; the Company’s ability to attract new retail customers and/or expand business with its existing retail customers; the Company’s ability to optimize shelf space at its key retail customers; the loss of any of the Company’s key retail customers or if the general business performance of its key retail customers declines; disruptions to the Company’s business resulting from acquisitions or investments, such as the Company’s acquisition of rhode; and the Company’s ability to effectively manage its SG&A and other expenses. Potential investors are urged to consider these factors carefully in evaluating the forward-looking statements. These forward-looking statements speak only as of the date hereof. Except as required by law, the Company assumes no obligation to update or revise these forward-looking statements for any reason, even if new information becomes available in the future.
e.l.f. Beauty, Inc. and subsidiaries
Condensed consolidated statements of operations
(unaudited)
(in thousands, except share and per share data)
Three months ended June 30,
2026
2025
Net sales
$
479,373
$
353,739
Cost of sales
80,533
109,198
Gross profit
398,840
244,541
Selling, general and administrative expenses
280,319
195,832
Change in fair value of contingent consideration
16,080
—
Operating income
102,441
48,709
Other (expense) income, net
(331
)
5,037
Interest expense, net
(7,808
)
(2,632
)
Income before provision for income taxes
94,302
51,114
Income tax provision
(27,703
)
(17,803
)
Net income
$
66,599
$
33,311
Net income per share:
Basic
$
1.13
$
0.59
Diluted
$
1.12
$
0.58
Weighted average shares outstanding:
Basic
59,144,587
56,328,483
Diluted
59,727,575
57,675,035
e.l.f. Beauty, Inc. and subsidiaries
Condensed consolidated balance sheets
(unaudited)
(in thousands, except share and per share data)
June 30, 2026
March 31, 2026
June 30, 2025
Assets
Current assets:
Cash and cash equivalents
$
344,241
$
289,685
$
170,029
Accounts receivable, net
174,529
174,644
173,352
Inventory, net
246,814
220,246
170,379
Prepaid expenses and other current assets
94,257
104,792
88,766
Total current assets
859,841
789,367
602,526
Property and equipment, net
39,692
41,496
39,182
Intangible assets, net
541,976
553,110
203,348
Goodwill
853,475
853,475
340,582
Other assets
165,665
156,710
129,258
Total assets
$
2,460,649
$
2,394,158
$
1,314,896
Liabilities and stockholders' equity
Current liabilities:
Current portion of long-term debt
$
30,000
$
30,000
$
—
Current portion of contingent consideration
28,240
26,227
—
Accounts payable
95,918
97,467
74,603
Accrued expenses and other current liabilities
183,498
182,470
110,136
Total current liabilities
337,656
336,164
184,739
Long-term debt
801,996
809,348
256,676
Long-term contingent consideration
52,589
38,522
—
Deferred tax liabilities
6,208
6,197
17,009
Long-term operating lease obligations
89,659
69,928
50,351
Other long-term liabilities
3,651
3,469
1,269
Total liabilities
1,291,759
1,263,628
510,044
Stockholders' equity:
Common stock, par value of $0.01 per share; 250,000,000 shares authorized as of June 30, 2026, March 31, 2026 and June 30, 2025; 58,936,996, 59,089,708 and 56,734,903 shares issued and outstanding as of June 30, 2026, March 31, 2026 and June 30, 2025, respectively
589
590
566
Additional paid-in capital
1,256,706
1,284,987
952,015
Accumulated other comprehensive income
925
882
1,207
Accumulated deficit
(89,330
)
(155,929
)
(148,936
)
Total stockholders' equity
1,168,890
1,130,530
804,852
Total liabilities and stockholders' equity
$
2,460,649
$
2,394,158
$
1,314,896
e.l.f. Beauty, Inc. and subsidiaries
Condensed consolidated statements of cash flows
(unaudited)
(in thousands)
Three months ended June 30,
2026
2025
Cash flows from operating activities:
Net income
$
66,599
$
33,311
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization
26,101
13,192
Non-cash lease expense
3,196
2,843
Stock-based compensation expense
19,677
9,868
Amortization of debt issuance costs and discount on debt
473
134
Deferred income taxes
1,782
14,216
Change in fair value of contingent consideration
16,080
—
Other, net
2
911
Changes in operating assets and liabilities:
Accounts receivable
198
(46,170
)
Inventory
(26,524
)
18,684
Prepaid expenses and other assets
8,202
(16,332
)
Accounts payable and accrued expenses
(2,429
)
(1,542
)
Other liabilities
(1,692
)
(1,882
)
Net cash provided by operating activities
111,665
27,233
Cash flows from investing activities:
Purchase of property and equipment
(1,431
)
(7,095
)
Other, net
(240
)
(464
)
Net cash used in investing activities
(1,671
)
(7,559
)
Cash flows from financing activities:
Repayment of long-term debt
(7,500
)
—
Repurchase of common stock
(49,982
)
—
Cash received from issuance of common stock
2,022
121
Net cash (used in) provided by financing activities
(55,460
)
121
Effect of exchange rate changes on cash and cash equivalents
22
1,542
Net increase in cash and cash equivalents
54,556
21,337
Cash and cash equivalents - beginning of period
289,685
148,692
Cash and cash equivalents - end of period
$
344,241
$
170,029
e.l.f. Beauty, Inc. and subsidiaries
Reconciliation of GAAP net income to non-GAAP adjusted EBITDA
(unaudited)
(in thousands)
Three months ended June 30,
2026
2025
Net income
$
66,599
$
33,311
Interest expense, net
7,808
2,632
Income tax provision
27,703
17,803
Depreciation and amortization
26,101
13,192
EBITDA
$
128,211
$
66,938
Stock-based compensation
19,677
9,868
Change in fair value of contingent consideration (a)
16,080
—
Other non-cash and non-recurring items (b)
4,232
10,257
Adjusted EBITDA
$
168,200
$
87,063
e.l.f. Beauty, Inc. and subsidiaries
Reconciliation of GAAP SG&A to non-GAAP adjusted SG&A
(unaudited)
(in thousands)
Three months ended June 30,
2026
2025
Selling, general and administrative expenses
$
280,319
$
195,832
Stock-based compensation
(19,678
)
(9,879
)
Other non-recurring items (a)
23
(8,643
)
Adjusted selling, general and administrative expenses
$
260,664
$
177,310
e.l.f. Beauty, Inc. and subsidiaries
Reconciliation of GAAP net income to non-GAAP adjusted net income
(unaudited)
(in thousands, except share and per share data)
Three months ended June 30,
2026
2025
Net income
$
66,599
$
33,311
Stock-based compensation
19,677
9,868
Change in fair value of contingent consideration (a)
16,080
—
Other non-recurring items (b)
(142
)
8,643
Amortization of acquired intangible assets (c)
11,133
4,349
Tax Impact (d)
(8,792
)
(4,846
)
Adjusted net income
$
104,555
$
51,325
Weighted average number of shares outstanding – diluted
e.l.f. Beauty v posledním obchodním dni klesla o 1,09 % na 79,03 USD, což bylo horší než pokles S&P 500 o 0,14 %. Před zveřejněním výsledků trh očekává EPS 0,71 USD a tržby 425,66 milionu USD.
In the latest close session, e.l.f. Beauty (ELF - Free Report) was down 1.09% at $79.03. The stock's performance was behind the S&P 500's daily loss of 0.14%. Elsewhere, the Dow lost 0.01%, while the tech-heavy Nasdaq lost 0.57%.
Coming into today, shares of the cosmetics company had gained 25.85% in the past month. In that same time, the Consumer Staples sector gained 1.73%, while the S&P 500 gained 0.25%.
Analysts and investors alike will be keeping a close eye on the performance of e.l.f. Beauty in its upcoming earnings disclosure. The company is expected to report EPS of $0.71, down 20.22% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $425.66 million, indicating a 20.33% growth compared to the corresponding quarter of the prior year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $3.31 per share and a revenue of $1.86 billion, representing changes of +5.75% and +13.57%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for e.l.f Beauty. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.12% higher. Right now, e.l.f. Beauty possesses a Zacks Rank of #3 (Hold).
Investors should also note e.l.f. Beauty's current valuation metrics, including its Forward P/E ratio of 24.11. This expresses no noticeable deviation compared to the average Forward P/E of 24.11 of its industry.
Also, we should mention that ELF has a PEG ratio of 2.27. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Cosmetics stocks are, on average, holding a PEG ratio of 0.81 based on yesterday's closing prices.
The Cosmetics industry is part of the Consumer Staples sector. This industry, currently bearing a Zacks Industry Rank of 172, finds itself in the bottom 31% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
e.l.f. Beauty posiluje péči o pleť: ve fiskálním roce 2026 tvořila 23 % globálních tržeb oproti 9 % v roce 2023. e.l.f. SKIN přinesla přibližně 200 milionů USD v globálních maloobchodních tržbách.
Key Takeaways Skin care reached 23% of e.l.f. Beauty's global consumption in fiscal 2026, up from 9% in fiscal 2023. e.l.f. SKIN generated about $200 million in retail sales and rose to No. 11 in U.S. mass skin care.Naturium nearly doubled pre-acquisition sales, while rhode's net sales grew more than 80% year over year. e.l.f. Beauty, Inc. (ELF - Free Report) is building a larger presence in skin care through e.l.f. SKIN, Naturium and rhode. The category accounted for 23% of the company’s global consumption in fiscal 2026, up from 9% in fiscal 2023, showing that skin care has become a more meaningful part of its brand portfolio.
e.l.f. SKIN provides the foundation of this expansion. The brand generated approximately $200 million in global retail sales in fiscal 2026. Its strategy centers on offering products inspired by prestige beauty at accessible prices. Over the past five years, e.l.f. SKIN has advanced from the No. 25 mass skin care brand in the United States to No. 11.
Despite that progress, the brand held only about 2% of the mass skin care category compared with 13% for the leading brand. This gap highlights the available share opportunity, although further gains will depend on continued product innovation and consumer adoption.
Naturium adds another established growth platform. The brand delivered nearly $250 million in global retail sales in fiscal 2026, roughly double its pre-acquisition level. It was also the fastest-growing brand among the top 50 skin care brands during the fourth quarter. Rhode brings additional scale and momentum. On a pro forma annualized basis, the brand generated more than $500 million in global retail sales and approximately $390 million in net sales in fiscal 2026, with net sales increasing more than 80% year over year.
Together, the three brands give e.l.f. Beauty exposure across different skin care segments. The next leg of growth will depend on whether e.l.f. SKIN can keep gaining share while Naturium and rhode maintain their current pace.
ELF Stock Price Performance, Valuation & EstimatesShares of this Zacks Rank #3 (Hold) company have jumped 20.6% over the past three months compared with the industry’s growth of 10.9%.
ELF Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, e.l.f. Beauty trades at a forward price-to-earnings ratio of 23.46, above the industry’s average of 19.48.
ELF Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ELF’s current and next fiscal-year earnings per share implies year-over-year growth of 5.8% and 9.9%, respectively.
Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) , a major food wholesaler serving grocery retailers, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for United Natural’s current and next fiscal-year earnings per share suggests a year-over-year increase of 254.9% and 21.4%, respectively. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
The Estee Lauder Companies Inc. (EL - Free Report) , a leading global prestige beauty company with a diversified portfolio of skin care, makeup, fragrance and hair care brands, carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for The Estee Lauder Companies’ current and next fiscal-year EPS calls for a year-over-year jump of 59.6% and 31.7%, respectively. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.
Mama's Creations, Inc. (MAMA - Free Report) , a maker of refrigerated prepared foods for retail and foodservice, carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Mama's Creations’ current and next fiscal-year EPS suggests growth of 73.3% and 46.2%, respectively, from the prior-year reported levels. MAMA delivered a trailing four-quarter earnings surprise of 129.2%, on average.
e.l.f. Beauty (ELF - Free Report) ended the recent trading session at $72.25, demonstrating a -3.79% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.02%, and the technology-centric Nasdaq increased by 0.9%.
Shares of the cosmetics company witnessed a gain of 17.36% over the previous month, beating the performance of the Consumer Staples sector with its loss of 0.78%, and the S&P 500's gain of 1.27%.
The upcoming earnings release of e.l.f. Beauty will be of great interest to investors. The company is predicted to post an EPS of $0.73, indicating a 17.98% decline compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $424.55 million, indicating a 20.02% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $3.31 per share and revenue of $1.86 billion, which would represent changes of +5.75% and +13.64%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for e.l.f Beauty. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.25% higher. As of now, e.l.f. Beauty holds a Zacks Rank of #3 (Hold).
In the context of valuation, e.l.f. Beauty is at present trading with a Forward P/E ratio of 22.68. This indicates no noticeable deviation in contrast to its industry's Forward P/E of 22.68.
Also, we should mention that ELF has a PEG ratio of 2.14. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The average PEG ratio for the Cosmetics industry stood at 0.68 at the close of the market yesterday.
The Cosmetics industry is part of the Consumer Staples sector. Currently, this industry holds a Zacks Industry Rank of 205, positioning it in the bottom 17% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
e.l.f. Beauty čeká ve fiskálním roce 2027 růst čistých tržeb o 12 % až 14 % na až 1,865 miliardy USD. Rhode přidala ve čtvrtletí 113 milionů USD a přispěla zhruba 34 procentními body k růstu.
Key Takeaways e.l.f. Beauty expects fiscal 2027 net sales to grow 12% to 14%, reaching up to $1.865 billion. Rhode added $113 million in fourth-quarter sales, driving about 34 percentage points of growth. The core e.l.f. brand slowed recently, while price cuts and innovation aim to support momentum. e.l.f. Beauty, Inc. (ELF - Free Report) has built one of the strongest growth records in beauty, supported by consistent sales expansion, market share gains and a broader brand portfolio. The latest results show that the company is still positioned for double-digit growth in fiscal 2027, though the path now depends on both Rhode’s contribution and improved momentum in the core e.l.f. brand.
Fiscal 2026 net sales increased 25% to $1.64 billion, while fourth-quarter net sales rose 35% to $449.3 million. The quarter marked the company’s 29th consecutive quarter of net sales growth, underscoring the durability of its top-line performance.
The growth mix, however, has changed. Rhode contributed $113 million in fourth-quarter net sales, accounting for about 34 percentage points of quarterly growth. Excluding Rhode, organic net sales increased about 1% in the quarter. The core e.l.f. brand also showed some moderation, with global consumption slowing from high single digits in fiscal 2026 to low single digits over the latest 12 weeks, as spring 2026 innovation started slower than expected.
For fiscal 2027, e.l.f. Beauty expects net sales of $1.835 billion to $1.865 billion, representing growth of 12% to 14% from fiscal 2026. Rhode is expected to contribute about nine percentage points to full-year growth, including approximately $140 million of net sales in the first four months of the fiscal year. Organic net sales are expected to grow about 4% to 5%, encompassing Rhode once it becomes part of the organic growth starting in August.
To support the core e.l.f. brand, the company is focusing on value, innovation, international growth and sharper brand execution. While ELF’s guidance shows that double-digit sales growth remains within reach, sustaining that pace will require a stronger organic contribution from the core e.l.f. brand, alongside the continued scaling of Rhode.
Shares of this Zacks Rank #3 (Hold) company have rallied 25% over the past three months compared with the industry’s growth of 20.6%.
Image Source: Zacks Investment Research
3 Solid Cosmetic Bets to ConsiderThe Estee Lauder Companies Inc. (EL - Free Report) , a global prestige beauty company across skincare, makeup, fragrance and hair care, currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for The Estee Lauder Companies’ current fiscal-year sales and earnings suggests a year-over-year increase of 4.5% and 59.6%, respectively. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.
Helen of Troy Limited (HELE - Free Report) operates as a consumer product company with beauty, wellness, home and outdoor brands. HELE carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Helen of Troy’s current fiscal-year earnings calls for a year-over-year decline of 3.1%, while the consensus mark for the next fiscal year EPS suggests 16.6% growth.
Nu Skin Enterprises, Inc. (NUS - Free Report) , a beauty and wellness company selling skincare, personal care and nutrition products, currently holds a Zacks Rank #2.
The Zacks Consensus Estimate for Nu Skin’s current financial-year sales and earnings indicates year-over-year declines of 4% and 21.3%, respectively. However, the consensus mark for NUS’ next-year sales and EPS suggests respective increases of 7.3% and 32% year over year.
e.l.f. Beauty v červnu vyskočila o 32 % díky refundaci cel a novému šestiproduktovému portfoliu péče o vlasy. Pilotní test měl 96% pozitivní ohlas a 65 % zákazníků bylo pro e.l.f. nových.
E.l.f. Beauty (ELF 2.96%) stock soared 32% in June, according to data provided by S&P Global Market Intelligence. Since it has high exposure to tariffs, it's benefiting from tariff refunds. It also announced a new product line that opens up its addressable market.
Not your grandmother's makeup E.l.f. has disrupted the traditional mass-market cosmetics industry with its faux-luxury products that are eco-friendly and a marketing strategy that's social-media literate. It's growing quickly, and it has already displaced some legacy products as the no. 1 product in several categories.
In the 2026 fiscal fourth quarter (ended March 31), sales increased 35% year over year to $449 million. However, Investors have been worried about its high exposure to tariffs, which have been weighing heavily on its margins. The tariff rate in fiscal 2026 was 55%, more than double the previous year. Gross margin increased 1.3 percentage points in the fourth quarter to 73%, but it came from price hikes, which it's had to implement to offset the negative impact of tariffs. However, the company is working on getting a $58.5 million refund.
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Otherwise, much is going right. The company changed its growth strategy last year when it acquired the luxury brand Rhode, founded by model Hailey Bieber. The cult favorite has been a massive hit, and it adds new growth potential for e.l.f.
In June, it also announced that it's entering the hair care category, with a six-product line. A pilot run received 96% positive sentiment on social media channels, and 65% of buyers were new to e.l.f.
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There's a good chance that this effort will capture market share. E.l.f.'s makeup line gained 9.2 percentage points in dollar share rank over the past seven years, the most of any brand by far, according to Nielsen, and its skincare line went from no. 25 in 2021 to no. 11 in 2026.
Is the market loving e.l.f. again? Even with this increase, e.l.f. stock is about flat year to date and 65% off its all-time high. It trades at a P/E ratio of 171, but that's misleading, since the net loss accounted for the Rhode acquisition. It trades at only 20 times forward, 1-year earnings.
Patient investors who have a long-term horizon can feel comfortable starting a position in e.l.f. stock right now. As it keeps growing and launching new products, it should reward investors over time.
e.l.f. Beauty čeká na oživení hlavní značky, zatímco Rhode přinesla nový růstový motor s více než 500 mil. USD ročních globálních maloobchodních tržeb. Firma pro fiskální rok 2027 čeká tržby 1,835–1,865 mld. USD a upravenou EBITDA 379–385 mil. USD.
Key Takeaways ELF enters fiscal 2027 with more growth levers but slower momentum in its flagship brand. Rhode topped $500M in annualized global retail sales and grew net sales more than 80%. ELF expects fiscal 2027 net sales of $1.835B-$1.865B and adjusted EBITDA of $379M-$385M. e.l.f. Beauty, Inc. (ELF - Free Report) enters fiscal 2027 with a wider platform but a more complicated investment setup.
Rhode, Naturium, e.l.f. SKIN and international expansion give the company more growth levers. The key question is whether those levers can offset slower momentum in the flagship e.l.f. brand.
ELF Has More Than One Growth Enginee.l.f. Beauty is no longer just a low-price cosmetics story. Its portfolio now includes e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People, spanning mass beauty, prestige skin care and digital-led brands.
The shift has changed the risk profile. Non-e.l.f. brands rose from 0% to 30% of global consumption over the past three years, while skin care increased from 9% to 23%. That lowers dependence on a single product cycle and gives ELF multiple paths to growth.
The Estee Lauder Companies Inc. (EL - Free Report) remains a relevant benchmark in prestige beauty because its portfolio spans skin care, makeup, fragrance and hair care. Ulta Beauty, Inc. (ULTA - Free Report) is also central to the beauty ecosystem as a specialty retailer that connects consumers with mass, prestige and emerging brands.
Rhode Gives e.l.f. Beauty New ReachRhode is the clearest growth catalyst in the portfolio. On an annualized basis in fiscal 2026, the brand generated more than $500 million in global retail sales and about $390 million in net sales, with net sales rising more than 80% year over year.
Its retail start has been notable. Rhode reached the number one beauty brand ranking in Sephora North America and delivered record-breaking launches with Sephora in the United Kingdom and MECCA in Australia and New Zealand.
Distribution still leaves room for growth. Rhode is in less than 20% of Sephora’s global stores, while about 20% of its direct-to-consumer sales and 74% of social followers are outside the United States.
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ELF Needs Its Core Brand to ReaccelerateThe flagship e.l.f. brand still drives the investment case. e.l.f. Cosmetics produced about $1.8 billion in fiscal 2026 global retail sales and gained 115 basis points of U.S. color cosmetics market share during the year.
That scale also makes the recent slowdown harder to ignore. e.l.f. brand global consumption moderated from high single digits in fiscal 2026 to low single digits in the final 12 weeks of the year, as spring 2026 innovation produced less lift across core items than expected.
Management is responding through pricing, innovation, international focus and leadership changes. The company cut the price of Halo Glow Skin Tint from $18 to $14, with initial tests showing a 38% lift on Amazon and a 36% lift across all retailers.
e.l.f. Beauty Faces Margin PressureTop-line growth is not fully flowing through to earnings. Fiscal 2026 net sales rose 25%, while adjusted EBITDA increased 13%, showing that spending and cost pressures are absorbing part of the revenue benefit.
Marketing and digital expenses were about 24% of net sales in fiscal 2026. The Zacks Rank #3 (Hold) company is also navigating tariff exposure, inflation and a more retail-heavy Rhode channel mix, which can affect near-term profitability as the brand scales beyond direct-to-consumer sales. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The fiscal 2027 outlook still points to growth. Management expects net sales of $1.835 billion to $1.865 billion and adjusted EBITDA of $379 million to $385 million, compared with fiscal 2026 adjusted EBITDA of $335 million.
How ELF Stock Signals Fit the SetupELF looks like a balanced story rather than a straightforward momentum call. Rhode, Naturium, e.l.f. SKIN and international growth have expanded the company’s runway, but the core brand must reaccelerate for investors to regain confidence in organic growth.
The stock’s setup is also constrained by signal gaps. Specific Zacks Rank and Style Scores are not available for investors to lean on, leaving the brand reset, Rhode’s rollout and margin execution as the more useful near-term markers.
For investors, that argues for discipline. A favorable Zacks Rank and strong Style Scores can help identify stocks with better earnings-revision and style characteristics over the next one to three months, but ELF’s current case depends more on execution than on a clean quantitative read.
