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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
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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.

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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.

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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.