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.
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.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260908186043/en/
Beginning September 9, the skincare and body care brand brings its bestselling face and body formulas to more consumers across Mexico and Canada.
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260908186043/en/
OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Cosmetics, a brand from e.l.f. Beauty (NYSE: ELF), launches today the bold new awareness campaign “Unglammy Valley,” highlighting its Soft Glam Satin Foundation. A playful e.l.f. twist on the “uncanny valley” phenomenon, the campaign brings horror and humor to an all-too-relatable beauty nightmare: a foundation base gone wrong. Starring actress Sara Waisglass, e.l.f. delivers unexpected entertainment. The insight into action is simple yet universal – whe.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of e.l.f. Beauty, Inc. (NYSE: ELF) breached their fiduciary duties to shareholders.
If you currently own e.l.f. Beauty stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected].
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Primed to grow right now with long-term potential gains of 2X and more.
Primed to grow right now with long-term potential gains of 2X and more.
This oil and natural gas company has seen the Zacks Consensus Estimate for its current year earnings increase 241.2% over the last 60 days.
This oil and natural gas company has seen the Zacks Consensus Estimate for its current year earnings increase 241.2% over the last 60 days.
SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.
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The consensus for today is expected to show August jobs up 55,000 (up 53K in the private sector and 2K in the public sector), while the unemployment rate is forecast at 4.2%.
The consensus for today is expected to show August jobs up 55,000 (up 53K in the private sector and 2K in the public sector), while the unemployment rate is forecast at 4.2%.
Stocks priced under $10 can present appealing entry points for investors seeking outsized returns. Here's our list of the best cheap stocks right now.
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Gold stocks, or shares of companies involved in mining or streaming the precious metal, offer investors a way to participate indirectly in gold price booms.
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Amazon, AbbVie and Alibaba face contrasting growth drivers and challenges, from AI investment and drug launches to costly spending cycles.
Amazon, AbbVie and Alibaba face contrasting growth drivers and challenges, from AI investment and drug launches to costly spending cycles.
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Companies within the Zacks Cosmetics industry are navigating cautious consumer spending, trade uncertainties and supply-chain risks. Although beauty demand remains relatively resilient, consumers are becoming more selective and value conscious. Meanwhile, elevated costs for ingredients, packaging, logistics and promotions, along with evolving tariffs and regulations, continue to pressure margins and complicate pricing decisions.
Despite these challenges, The Estee Lauder Companies Inc. (EL - Free Report) , e.l.f. Beauty, Inc. (ELF - Free Report) , Coty Inc. (COTY - Free Report) and Helen of Troy Limited (HELE - Free Report) appear well positioned. Their focus on innovation, brand building, digital capabilities, consumer engagement and operational efficiency should help them adapt to evolving beauty trends and support long-term growth.
About the Industry The Zacks Cosmetics industry includes companies that provide beauty and personal care products. Players in the industry manufacture, distribute, sell and market skincare, fragrance, makeup and hair care products. Many firms in the market sell products via sales representatives, whereas some do the same through retailers, independent and chain drug stores and pharmacies, upscale perfumeries, department stores and beauty salons. These companies also operate through retailer websites, third-party distributors and in-flight and duty-free shops. Some products offered by industry participants include moisturizers, serums, toners and cleansers under skincare; perfume sprays, candles and soaps under fragrance; lipsticks, mascaras, powders, eye shadows, foundation and nail polishes under makeup, and shampoos, conditioners and hair color products under hair care.
Trends Shaping the Future of the Cosmetics Industry Challenging Economic Conditions: The cosmetics industry continues to face challenges amid an uncertain macroeconomic environment. Ongoing trade tensions, cautious consumer spending and changing retailer inventory patterns are influencing demand across several markets. While beauty products have generally demonstrated resilience, consumers remain value conscious and are increasingly selective in their discretionary purchases. At the same time, companies face higher costs related to ingredients, packaging, logistics and promotional activities, which may pressure profit margins. Additionally, evolving trade policies, tariffs and potential supply-chain disruptions could further increase costs and influence pricing strategies, creating a challenging and highly competitive operating environment.
International Risk Factors: Cosmetics companies with global operations face a range of international risks, including unfavorable foreign currency movements that can affect revenues and profitability. Geopolitical tensions and political instability may disrupt market access, supply chains and operational continuity across regions. As companies expand across international markets, managing currency exposure, sourcing networks and changing regulatory frameworks remains important to maintaining consistent growth and profitability.
Innovation and Digitalization Driving Growth: Innovation and digitalization remain key growth drivers in the beauty and skincare market. Consumers are increasingly seeking differentiated products that combine advanced technology with science-backed formulations and proven efficacy, prompting companies to continuously innovate and expand their offerings. Growing interest in wellness, self-care and high-performance beauty products is further supporting industry growth. Enhancing e-commerce capabilities also remains a major focus, with AI-powered personalization, virtual try-ons, social commerce and data-driven marketing helping brands improve consumer engagement and product discovery. In addition, strategic acquisitions and partnerships are enabling companies to broaden product portfolios and strengthen their competitive positioning.
Zacks Industry Rank Indicates Dull Prospects The Zacks Cosmetics industry is housed within the broader Zacks Consumer Staples sector. The industry currently carries a Zacks Industry Rank #174, which places it in the bottom 30% of more than 248 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates dull near-term prospects. Our research shows that the top 50% of the industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the bottom 50% of the Zacks-Ranked industries leads to a negative aggregate earnings outlook for the constituent companies. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in this group’s earnings growth potential.
Before we present a few stocks that you may want to consider for your portfolio, let’s look at the industry’s recent stock market performance and valuation picture.
Industry vs. Broader Market The Zacks Cosmetics industry has underperformed the S&P 500 composite and the broader Zacks Consumer Staples sector over the past year.
The industry has moved down 0.8% over this period, against the S&P 500 and the broader sector’s increases of 19.7% and 3.7%, respectively.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-earnings (P/E), which is commonly used to value consumer staples stocks, the industry is currently trading at 22.89X compared with the S&P 500’s 19.82X and the sector’s 17.15X.
In the past five years, the industry has traded as high as 40.46X and as low as 18.48X, with the median being 28.78X, as the chart below shows.
Price-to-Earnings Ratio (Past Five Years)
4 Cosmetic Stocks Worth Considering The Estee Lauder Companies: This Zacks Rank #3 (Hold) company manufactures and markets skincare, makeup, fragrance and hair care products through a portfolio of prestige beauty brands. Estee Lauder’s “Beauty Reimagined” strategy is aimed at strengthening its position as a consumer-centric prestige beauty company by enhancing innovation, broadening consumer reach across markets and channels, and improving operational efficiency. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The company is also transforming its operating model to become faster, more agile and disciplined while directing investments toward brand building and growth opportunities. With a strong digital presence, continued product innovation and investments in technology, data and consumer insights, Estee Lauder remains focused on driving diversified, sustainable long-term growth.
The Zacks Consensus Estimate for EL’s current fiscal-year EPS moved up 0.3% in the past seven days to $3.30. The stock has gained 10% in the past year.
Price and Consensus: EL
e.l.f. Beauty: This Zacks Rank #3 company offers a broad range of cosmetics, skincare and other beauty products, with a strong focus on delivering high-quality offerings at accessible price points. The company has built a differentiated position through its value-driven proposition, combining affordability with innovation and strong consumer engagement.
e.l.f. Beauty continues to support growth through digital capabilities, community-led marketing and a portfolio of complementary beauty brands. It is also expanding internationally, broadening distribution and extending into adjacent beauty categories. With a focus on inclusivity, product innovation and brand-building, e.l.f. Beauty remains well positioned to capitalize on long-term opportunities in the global beauty industry.
The Zacks Consensus Estimate for ELF’s current fiscal-year EPS has remained unchanged in the past seven days at $3.63. e.l.f. Beauty stock has fallen 17.5% in the past year.
Price and Consensus: ELF
Coty: A leading manufacturer, marketer and distributor of beauty products, Coty carries a Zacks Rank #3 at present. The company is focused on strengthening its core beauty franchises through disciplined brand investment, product innovation and operational efficiency. Coty’s strategy emphasizes improving Consumer Beauty, expanding and supporting its Prestige fragrance and makeup portfolio, sharpening resource allocation and simplifying the business.
Fragrances remain a key part of Coty’s portfolio, supported by established global brands, resilient consumer demand and continued innovation. Through its Coty.Curated framework and ongoing productivity initiatives, the company is also working to streamline operations, strengthen consumer engagement and build a more focused and efficient organization.
The Zacks Consensus Estimate for COTY’s current fiscal-year EPS has remained unchanged in the past seven days at 31 cents. Coty’s shares have lost 33% in the past year.
Price and Consensus: COTY
Helen of Troy: This provider of consumer products across the Home & Outdoor and Beauty & Wellness segments carries a Zacks Rank #3. The company is focused on strengthening its brands through consumer-first innovation, targeted marketing and enhanced consumer engagement. Helen of Troy is also working to improve commercial and operational execution, simplify its operating model and strengthen supply-chain capabilities.
Through a more consumer-centric approach, Helen of Troy aims to restore brand momentum and support consistent long-term growth. The company is also strengthening its presence in priority international markets while enhancing both digital and e-commerce capabilities, positioning the business to respond to evolving consumer preferences and pursue sustainable growth opportunities.
The Zacks Consensus Estimate for Helen of Troy’s current fiscal-year EPS has remained unchanged in the past seven days at $3.54. The stock has risen 10.3% in the past year.
e.l.f. Beauty (NYSE: ELF) announces the latest expansion of its Change the Board Game initiative with the launch of a new 12-week course at the University of California (UC), Berkeley, bringing its mission to democratize access to the highest seats of power directly to the next generation of leaders.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260902138833/en/
e.l.f. Beauty is bringing its Change the Board Game initiative to UC Berkeley through a new student-led, 12-week DeCal course created in partnership with the Undergraduate Marketing Association. Photo Credit: Karen Santos
e.l.f. Beauty, a champion of positivity, inclusivity and accessibility, created Change the Board Game to help double the rate at which women and people of color are added to U.S. public company boards of directors by 2027. The initiative is focused on expanding the networks, knowledge and pathways that can lead qualified leaders to board service.
The UC Berkeley course extends that work to students to help prepare them for their professional journeys. Created in partnership with UC Berkeley’s Undergraduate Marketing Association (UMA) and The Berkeley Forum, the course will give students direct access to people, perspectives and experiences that are helping shape corporate leadership today.
Throughout the semester, students will hear from e.l.f. Beauty executives and changemakers across a number of topics, including executive leadership, board service, marketing, finance, technology and AI, and people and talent. Students will explore the role and responsibilities of corporate boards, pathways to board-level positions and how diverse perspectives can impact decision-making and business outcomes, alongside professional development focused on networking, interviewing, personal branding and career exploration. Students will put those perspectives into practice through a semester-long collaborative project, bringing their point of view to Change the Board Game to explore new ways the initiative can reach the next generation and how its principles can make leadership more inclusive across companies and industries.
Change the Board Game is rooted in e.l.f. Beauty’s belief that its inclusive Board of Directors has aided its performance.
e.l.f. Beauty is among less than 1% of approximately 3,700 U.S. publicly traded companies with a Board of Directors that is at least 60% women and at least 40% diverse. Source: ISS Board Composition Database, July 9, 2026.This stands in contrast to broader corporate America, where women hold only 28% of public company board seats and 74% of public company directors are white. Source: ISS Board Composition Database, July 9, 2026 for NYSE and NASDAQ listed companies headquartered in the U.S.“We created Change the Board Game because the boardrooms shaping our future should reflect the full richness of the world we live in—and the communities companies serve. Representation in the highest seats of power is not symbolic; it shapes the questions that get asked, the decisions that get made and the possibilities that get created,” said Kory Marchisotto, President, e.l.f. Brands.
“Talent has never been the issue. Access has. Bringing Change the Board Game to UC Berkeley gives students an earlier invitation into the conversations, relationships and experiences that can help make the path to the boardroom feel real—and within reach.”
Marchisotto was on campus yesterday, joining The Berkeley Forum for a fireside chat with students on challenging the status quo across beauty, business and the boardroom. Speaking to her nearly 30-year journey in beauty, she defined risks and decisions that shaped her career and shared her perspective as both a business leader and board member on the importance of expanding access and representation at the highest levels of leadership.
Since launching in 2024, Change the Board Game has grown from a call for greater representation into a multi-year initiative spanning awareness, research, advocacy, education and direct investment in board-ready talent. It has brought together change champions across business, nonprofit organizations and academia who believe that inclusivity and performance go hand in hand.
Through strategic initiatives, board-readiness and placement partnerships, research, advocacy and now education, Change the Board Game is addressing access at multiple points along the leadership pipeline—from preparing qualified executives for board service today to introducing students to the possibility of board service long before they are ready for their first board seat.
Almost 500 leaders have joined the Change the Board Game coalition, all committed to creating more accessible boardrooms and working as a collective to advance representation of qualified Board members and candidatesOver 60 executives have participated in e.l.f. Beauty and the National Association of Corporate Directors® Accelerate program, a two-year board-readiness program that provides education, mentorship, networking and opportunities to increase visibility with the director community58% of graduates who have completed the Accelerate program are now serving on boards, demonstrating the power of intentional investment in building a stronger pipeline of board-ready talentWant to Change the Board Game? Visit ChangeTheBoardGame.com to learn more and get involved.
About e.l.f. Beauty
e.l.f. Beauty (NYSE: ELF) is fueled by a belief that anything is e.l.f.ing possible. e.l.f. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260902138833/en/
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Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: e.l.f. Beauty (ELF - Free Report) e.l.f. Beauty, Inc. is a multi-brand beauty company headquartered in Oakland, California, focused on accessible, high-quality cosmetics and skincare. Its portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People, spanning mass and prestige beauty across cosmetics, skincare and personal care. Following the transfer of Keys Soulcare to Alicia Keys in May 2026, the company streamlined its portfolio around brands with stronger growth and scale potential.
ELF is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. ELF has a Momentum Style Score of B, and shares are up 20.2% over the past four weeks.
11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.32 to $3.63 per share. ELF boasts an average earnings surprise of +61.5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ELF should be on investors' short list.
OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Beauty (NYSE: ELF) announces the latest expansion of its Change the Board Game initiative with the launch of a new 12-week course at the University of California (UC), Berkeley, bringing its mission to democratize access to the highest seats of power directly to the next generation of leaders. e.l.f. Beauty, a champion of positivity, inclusivity and accessibility, created Change the Board Game to help double the rate at which women and people of color ar.
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.
Contact [email protected] for any questions or corrections.
PARIS--(BUSINESS WIRE)--rhode, the beauty brand founded by Hailey Rhode Bieber and part of e.l.f. Beauty (NYSE: ELF), today announced its collection of high-performance, skin-focused products will be available at Sephora online and in most stores across Europe starting Wednesday, 30 September, 2026, following its 2025 rollout with Sephora in the U.S., Canada, and the U.K. This expansion with Sephora in Europe increases global access to rhode through physical retail, marking a pivotal next stage.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: e.l.f. Beauty (ELF - Free Report) e.l.f. Beauty, Inc. is a multi-brand beauty company headquartered in Oakland, California, focused on accessible, high-quality cosmetics and skincare. Its portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People, spanning mass and prestige beauty across cosmetics, skincare and personal care. Following the transfer of Keys Soulcare to Alicia Keys in May 2026, the company streamlined its portfolio around brands with stronger growth and scale potential.
ELF is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. ELF has a Growth Style Score of A, forecasting year-over-year earnings growth of 16% for the current fiscal year.
11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.32 to $3.63 per share. ELF boasts an average earnings surprise of +61.5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ELF should be on investors' short list.
OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Beauty (NYSE: ELF) and Parity today released a first-of-its-kind research report revealing a powerful, data-backed link between girls' sports participation and women's workplace performance. The study draws on more than 9,500 respondents across the United States, Canada, Germany and the United Kingdom, making it one of the largest and broadest studies of its kind. The findings are clear and consistent: women who played sports in their youth are more like.
e.l.f. Beauty and Parity Release “Girls Who Play Change the Game”, Connecting Girls' Sports Participation to Long-Term Workplace Impact e.l.f. Beauty (NYSE: ELF) and Parity today released a first-of-its-kind research report revealing a powerful, data-backed link between girls' sports participation and women’s workplace performance. The study draws on more than 9,500 respondents across the United States, Canada, Germany and the United Kingdom, making it one of the largest and broadest studies of its kind. The findings are clear and consistent: women who played sports in their youth are more likely to become workplace leaders, are more likely to aspire to senior leadership and are more likely to negotiate their salaries. These women also credit skills learned in sports with helping them advance professionally.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260830853936/en/
e.l.f. Beauty and Parity unveil “Girls Who Play Change the Game,” new research connecting girls’ sports participation to women’s leadership and workplace success.
The report sits at the intersection of e.l.f.’s two long-standing purpose commitments: Change the Board Game, the company’s commitment to boardroom equity and empowering.legendary.females., its commitment to women’s sports. Both initiatives are rooted in creating access and accelerating pathways for the next generations of leaders.
Parity, a women’s sports consultancy focused on closing the gender income and opportunity gap in sports, is e.l.f.’s partner in the research. Aligned by shared beliefs, Parity brought their research expertise and rigor to execute the research at scale and e.l.f. leaned into its global platform of positivity, inclusivity and accessibility.
The report centers on the Everyday Athlete – women who played sports for at least three years before the end of high/secondary school and now work (or recently worked) full time – alongside pro women athletes, men and women board members and women with little or no sports experience. Across all four countries, the study shows women who played sports carry those lessons into their careers.
See how Everyday Athletes say sports change the e.l.f.ing game for women at work:
Nearly 90% of Everyday Athletes who have been promoted say a skill they learned in sports helped them move up.69% of Everyday Athletes who have worked at least five years say the lessons they learned in sports are more important than ever in today’s workplace.Everyday Athletes are nearly 50% more likely to hold leadership roles at work than women who played less or no sports.Everyday Athletes are 37% more likely to aspire to senior leadership and nearly 25% more likely to have negotiated their salary than women who played less or no sports.80% of women leaders who were Everyday Athletes say sports were an important part of growing up.The study doubles down on these findings by talking directly to pro women athletes and men and women board members from all four countries:
98% of the pro women athletes surveyed say sports helped prepare them to compete in life beyond their playing career.85% of men and women board members surveyed say the lessons learned in sports are important for future board members."This research puts numbers behind what we’ve always believed. Building pathways for women in sports by investing in the players, leagues and their fans helps shape a brighter future for the next generation of changemakers,” said Patrick O’Keefe, Chief Integrated Marketing Officer, e.l.f. Brands. “At e.l.f., we are committed to democratizing access to the playing field and to the boardroom so every legendary female has the access and the opportunity to change the e.l.f.ing game.”
Data from the study shows momentum for girls playing sports is growing: 70% of Gen Z women who started sports played through the end of high/secondary school, up from 62% of Baby Boomers. Even so, prior research shows girls across the US, Canada, Germany and the UK all participate in sports at lower rates than boys in their countries. Given the data from this study shows the life-long positive impact sports have on girls’ futures, e.l.f. and Parity are resolved in their shared commitment to get and keep girls in sports.
“Our hope is that these findings don’t simply reinforce the value of sports but inspire society to create more opportunities for girls to play,” said Leela Srinivasan, CEO of Parity. “Because this isn’t about being elite or becoming a professional athlete. The benefits are linked to participation itself. By showing up, learning, competing and staying in the game for a few years, girls are already building valuable skills and characteristics they can leverage for advancement throughout their careers.”
Together, e.l.f. and Parity look to help level the playing field and widen the pipeline into every room where decisions are made.
The report will debut at the third Power of Women’s Sports Summit, produced by Billie Jean King Enterprises with e.l.f. as the presenting partner. The Power of Women’s Sports Summit brings together some of the most influential change makers in sports, business and entertainment together on a global stage, all united by a shared commitment to accelerate the progress in women’s sports as a marketplace.
Check out the full report to learn more here.
About e.l.f. Beauty
e.l.f. Beauty (NYSE: ELF) is a bold disruptor with a kind heart, fueled by a mission to make the best of beauty accessible and a purpose to make the world a better place for every eye, lip and face. Purpose led and results driven, e.l.f. Beauty is a different kind of company that disrupts norms, shapes culture and connects communities through positivity, inclusivity and accessibility. e.l.f. Beauty’s global portfolio of brands includes e.l.f. Cosmetics, e.l.f. SKIN, e.l.f. Hair, Naturium, rhode and Well People. e.l.f. Brands products are vegan, e.l.f. clean and double-certified by Leaping Bunny and PETA as cruelty-free. e.l.f. Brands are proud to have products made in Fair Trade Certified™ facilities. Learn more at www.elfbeauty.com.
About Parity
Parity is a women’s sports consultancy specializing in professional athlete partnerships. With a mission to close the gender income and opportunity gap in sports, Parity connects brands with a diverse network of more than 1,600 pro women athletes across 85+ sports, including 300+ Olympians and Paralympians. Through athlete engagements, official community partnerships, women’s sports consulting, and custom research, Parity helps brands authentically engage the most trusted voices in sports today. For more information, visit www.paritynow.com.
Research Methodology
The research draws on original surveys of three groups in the U.S., Canada, Germany and the U.K.:
9,056 women ages 18–65 who work or have worked full time in the past five years (surveyed in June 2026);328 professional women athletes (surveyed in June and July 2026); and114 men and women board members (surveyed in July and August 2026).The quantitative research was supplemented by 21 qualitative interviews with a mix of Everyday Athletes, women professional athletes, and women board members from each country.
Comparisons between groups are descriptive and reflect correlation, not definitive causation. For the complete methodology, see the full report.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260830853936/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Brands, comprised of e.l.f. Cosmetics, e.l.f. SKIN and e.l.f. Hair, part of e.l.f. Beauty (NYSE: ELF), will make its state fair debut with an activation at the Minnesota State Fair. As the only official beauty brand sponsor, e.l.f. is meeting its community where they are connecting with the nearly 2 million attendees through the traditions every eye, lip and face loves: food, fun and product gifting. State fairs are community-centric extravaganzas that c.
e.l.f. Brands, comprised of e.l.f. Cosmetics, e.l.f. SKIN and e.l.f. Hair, part of e.l.f. Beauty (NYSE: ELF), will make its state fair debut with an activation at the Minnesota State Fair. As the only official beauty brand sponsor, e.l.f. is meeting its community where they are connecting with the nearly 2 million attendees through the traditions every eye, lip and face loves: food, fun and product gifting.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260825083234/en/
As the only official beauty brand sponsor, e.l.f. is meeting its community where they are with an activation at the Minnesota State Fair.
State fairs are community-centric extravaganzas that celebrate shared experiences. A big draw for the Minnesota State Fair, just named the nation’s best*, is the food. e.l.f. knows a thing or two – or actually three, in this case – about food, recently launching its three-pickle inspired Glow Reviver Melting Lip Balm collection: The Real Dill, e.l.f. von Dill and Spicy Lil’ Dill.
Knowing attendees at the Minnesota State Fair consume nearly 2.1 million pickle chips each year**, e.l.f. is showing up with a surprise-and-dill-light experience. Featuring a 10-foot-tall pickle jar, e.l.f.’s activation will be hard to miss on Wright Ave within the fairgrounds.
And when the state fair flair takes flight, e.l.f. is there, transforming the iconic Skyride to feature flavors and textures of e.l.f. Cosmetics Glow Reviver Melting Lip Balms. Branded gondolas and QR codes for digital-extension giveaways of e.l.f. Cosmetics Fine as Fleck Glitter Eyeshadow will live during the entirety of the fair (while supplies last).
eyes.lips.fairgrounds. presents e.l.f. a unique opportunity to connect with the community:
95% of fairgoers say they attend to socialize and connect***Across the U.S., state fairgoers often cite food as the No. 1 attractionZero beauty brands have shown up on the Minnesota State Fairgrounds in St. Paul, Minn., in at least 20 yearsAs more consumers desire offline moments, IRL events have grown in resonance and importance. 74% of Gen Z say in-person experiences are more important than digital ones and 84% say they have developed close friendships from attending in-person events****. e.l.f.'s activations at the state fair bring its e.l.f.ies together at one of the most iconic community events in the U.S.
“Shared experiences are what builds our emotional connection with our community, that is why we are so invested in meeting them where they are. We are growing our e.l.f. nation – leaning into subcultures in a way only e.l.f. can. What better way to serve our community than by making this moment the `Real Dill’?” said Patrick O'Keefe, Chief Integrated Marketing Officer of e.l.f. Brands. “State fairs bring together every generation, every background and every story. That's the kind of community e.l.f. exists for.”
e.l.f.’s eyes.lips.fairgrounds. activation will be live Aug. 27-30 at the Minnesota State Fair, with product giftings across all e.l.f. Brands, including e.l.f. Hair for the first time in a consumer activation of this scale (while supplies last). The state fair foodie fun continues in Texas in October when e.l.f. Brands will activate on the ground in Dallas to honor “Big Tex.”
*USA Today Best State Fairs (2026)
**Minnesota State Fair (2026)
***International Association of Fairs and Expositions (2025)
****Eventbrite Social Study (2026)
About e.l.f. Brands
e.l.f. Brands, part of e.l.f. Beauty (NYSE: ELF), includes e.l.f. Cosmetics, e.l.f. SKIN and e.l.f. Hair, and is fueled by a mission to make the best of beauty accessible and a purpose to make the world a better place for every eye, lip and face. Purpose led and results driven, e.l.f. Beauty is a different kind of company that disrupts norms, shapes culture and connects communities through positivity, inclusivity and accessibility. As a bold disruptor with a kind heart, e.l.f. Brands' superpowers are delivering universally appealing, premium-quality products at affordable prices that are vegan, e.l.f. clean and double-certified by Leaping Bunny and PETA as cruelty-free. e.l.f. Brands are proud to have products made in Fair Trade Certified™ facilities. Learn more at www.elfcosmetics.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260825083234/en/
Today, retail titan Amazon.com (AMZN +3.97%) and high-growth disruptor e.l.f. Beauty (ELF -1.95%) provide a compelling comparison for investors seeking consumer growth stocks. Both companies have redefined their respective industries through digital-first strategies and massive scale.
Amazon leverages its large logistics network and dominant cloud computing platform to generate enormous cash flow. In contrast, e.l.f. Beauty focuses on affordable, high-quality cosmetics to win over younger consumers. While they occupy different niches, both represent dynamic ways to gain exposure to consumer spending and evolving digital shopping habits.
The case for Amazon.comAmazon.com operates a vast commerce and technology empire serving consumers, sellers, and enterprises through its online marketplace and Amazon Web Services (AWS). The company generates revenue from subscription services such as Amazon Prime and third-party seller services, with China-based suppliers playing a significant role in its inventory sourcing. Its advertising business has also become a major income contributor, helping the company monetize its high volume of web traffic.
In the fiscal year ended Dec. 31, 2025, revenue reached $716.9 billion, representing a growth rate of 12.4% compared with the prior year. This expansion was accompanied by a net income of $77.7 billion. The company achieved a net margin of 10.8%, demonstrating its ability to maintain profitability even as it invests heavily in its logistics and AWS cloud segments.
As of its December 2025 balance sheet, Amazon held a current ratio of 1.1x and a debt-to-equity ratio of 0.4x. This suggests the company uses a moderate amount of debt to fund its operations while maintaining sufficient assets to cover short-term liabilities. Free cash flow for the fiscal year ended Dec. 31, 2025, reached $7.7 billion, representing the cash remaining after investments in physical infrastructure.
The case for e.l.f. Beautye.l.f. Beauty specializes in inclusive and affordable cosmetics, distributing its products through major retail channels and direct-to-consumer platforms. In its latest annual report, filed for the period ended March 31, 2026, the company identified Target (TGT -1.66%), Walmart (WMT +0.45%), and Amazon among its largest retail customers. These partnerships collectively account for a substantial portion of sales, highlighting its strength in mass-market distribution.
In its 2026 fiscal year, revenue reached $1.6 billion. This represents growth of 24.6% year over year, a significant rate of expansion among consumer discretionary stocks. However, the company reported a net income of only $26.3 million, resulting in a net margin of 1.6% as it focused on acquisition integration and market expansion.
As of its March 2026 balance sheet, the company maintained a current ratio of 2.3x and a debt-to-equity ratio of 0.8x. Free cash flow reached $190.1 million in the latest fiscal year, providing the business with significant liquidity after capital expenditures. Note that stock-based compensation (SBC) represented 40.9% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonAmazon faces intense global competition across e-commerce, cloud computing, and digital services. Significant risks include regulatory and antitrust investigations like the New Jersey delivery contractor lawsuit and the De Coster marketplace class action. The company also manages challenges related to cybersecurity threats and competition from other technology giants like Alphabet (GOOGL +1.74%) for dominance in the cloud infrastructure market.
e.l.f. Beauty faces high concentration risk regarding its retail customers, as the loss of a major partner would materially impact results. The company also deals with intense competition from larger rivals such as Coty (COTY +3.26%) and L'Oréal (LRLCF -0.73%). Supply chain disruptions in China and fluctuating trade policies also present significant hurdles for the brand as it scales its operations internationally.
Valuation comparisonAmazon appears more reasonably priced based on future earnings estimates, while e.l.f. Beauty carries a higher valuation reflecting its faster revenue growth.
MetricAmazon.come.l.f. BeautyForward P/E20.7x29.3xP/S ratio3.9x3.8xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?Amazon.com and e.l.f. Beauty are two compelling high-growth stocks in the consumer sector. The latter is growing faster, as sales rose 36% year over year to $479.4 million in its fiscal first quarter ended June 30. Amazon's Q2 revenue experienced a 20% year-over-year jump to $200.6 billion.
Although e.l.f. Beauty is expanding rapidly, the stock I would buy in 2026 is Amazon. One key reason is not related to its e-commerce business, but rather to AWS and the artificial intelligence infrastructure it's building.
Amazon has invested heavily into AI, and that has resulted in AWS enjoying strong sales growth of 37% year over year to $42.2 billion in Q2. This success propelled Amazon stock to a record high $287.20 in August.
Despite the soaring share price, Amazon's valuation remains attractive, as evidenced by its forward P/E ratio, which remains lower than e.l.f. Beauty's. The retail giant also boasts a number of opportunities beyond AI. It is spinning up a self-driving car operation and its Amazon Leo business provides satellite-based internet service.
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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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.
Premium Feature
Moneyball Superscore
79/100
Today's Change
(
-1.95
%) $
-2.07
Current Price
$
104.10
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.
Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong…
Beauty retail is delivering a curious reaction this morning as the sector’s dominant name posts strong quarterly numbers yet loses ground in heavy trading. The reaction reads as classic profit taking after a prior run, since nothing in the release accounts for a decline of this size.
Ulta Beauty (NASDAQ:ULTA | ULTA Price Prediction) stock is down 4% to $517.18 in Friday morning trading. The company delivered a top and bottom line beat plus a full year guidance raise, adding to a strong recent run heading into the report.
Also feeling the tug, e.l.f. Beauty (NYSE:ELF) stock is down 2% to $103.96 as sympathy selling spreads across specialty beauty. Even after this pullback, e.l.f. Beauty stock was up 40% year to date (YTD) through Thursday’s close, so peer weakness is trimming a strong recent run rather than reversing it.
Earnings Beat and Raised Guidance Meet a Cold Reception Reporting after Thursday’s close, Ulta Beauty posted net income of $282 million, or $6.55 per share, against $260.9 million and $5.78 per share a year earlier, clearing the $6.20 analyst estimate. Revenue grew 8.9% to $3.04 billion, above the $2.99 billion consensus.
Comparable store sales advanced 3.8%, well ahead of the 2.3% analysts expected, with fragrance leading category strength and e-commerce delivering high teen sales growth. Management cited a sixth consecutive quarter of double-digit e-commerce sales growth and continued momentum in K-Beauty.
Management then raised full year guidance in three places. Full year earnings per share guidance moved to $28.70 to $29 from $28.36 to $28.80, the annual sales growth target moved to 6.7% to 7.2% from 6% to 7%, and comparable store sales guidance moved to 3.2% to 3.7% from 2.5% to 3.5%.
CEO Kecia Steelman stated the company is strengthening its competitive position through a focus on innovation, value and convenience. Ulta Beauty operates more than 1,500 domestic stores and 88 international locations, expanding abroad through its Space NK subsidiary in the U.K. and Ireland, a joint venture in Mexico and a franchise in the Middle East.
Retail Fund Rises While a Single Name Reprices The SPDR S&P Retail ETF (NYSEARCA:XRT) is up 0.7% to $87.24 this session, a clear divergence from Ulta Beauty stock. That gap matters because it rules out a broader retail selloff as the trigger for today’s move.
Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.49% at $774.92, indicating the wider market may be offering a mild macro headwind. Still, today’s price action mainly reads as a single name repricing tied to positioning rather than a sector or index catalyst.
e.l.f. Beauty stock is caught in a beauty-focused downdraft, though its 2% slide is far milder than Ulta Beauty stock’s decline. That relative resilience aligns with e.l.f. Beauty’s own recent momentum, since the shares had been running well ahead of the beauty complex heading into Friday.
A Familiar Pattern of Post Beat Selling Selling into a beat isn’t new for Ulta Beauty stock. The prior first quarter report also produced a beat and a 4.78% same day decline, and the Q2 2026 print showed a 14.61% surprise paired with a 7.14% same day drop. The pattern reflects elevated expectations after strong pre-report runs.
Ulta Beauty stock was down 11% year over year (YoY) at Thursday’s close, while SPY was up 13% YTD over the same stretch. That relative underperformance frames why any hint of a softer second half guide can prompt profit taking even when headline numbers clear the bar.
What to Watch Next Traders can watch for a stabilization near the $500 area, a psychological level that lines up with Ulta Beauty stock’s 50-day moving average near $494.59 and could set the tone for how the reaction resolves into next week. Ulta Beauty carries a P/E ratio of 20x, which may cap further downside for value-oriented buyers.
The bull case rests on the raised outlook, an expanded $1.80 billion buyback target, and durable fragrance and K-Beauty momentum. The bear case leans on a more measured second half comp guide of 2% to 3%, a promotional environment that ticked up, and a mass makeup category still running flat.
Given the size of today’s move against a clean report, ULTA investors should keep their positions modest and let the price action settle before adding exposure. A staged approach, sized to their risk tolerance, is preferable to chasing a name that just raised guidance under a single session of profit-taking pressure.
Contact [email protected] for any questions or corrections.
Joshua Allen Franks, Senior Vice President of Operations at e.l.f. Beauty, Inc. (ELF +3.53%), sold 5,718 shares of common stock at $100.00 per share on August 19, 2026 according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$571,800Shares sold5,718Post-transaction shares (directly held)144,309Post-transaction value$14.4 millionTransaction value based on SEC Form 4 weighted average sale price ($100.00); post-transaction value based on August 19, 2026 market close ($99.65).
Key questionsWhat is the primary context for this equity disposition?
The transaction was conducted as part of a Rule 10b5-1 trading plan, which was established by the executive on March 3, 2026. This indicates the sale was pre-scheduled and executed regardless of the stock's -17% total return in the year leading up to the transaction date.How does this sale affect the executive's total equity position?
Franks liquidated 4% of his direct holdings in this transaction, leaving a substantial remaining stake of 144,309 shares. These remaining holdings include 66,981 restricted stock units, which provides continued exposure to the company's future performance.What is the company's current financial profile relative to this insider activity?
The company maintains a market cap of $5.8 billion with trailing twelve-month revenue of $1.8 billion as of the August 20, 2026 market close. This disposition by the SVP of Operations took place at a price of $100.00 per share, slightly above the market close of $99.65 on the date of the transaction.Company OverviewMetricValueShare Price (as of market close 2026-08-20)$98.46Market Capitalization$5.8 billionRevenue (TTM)$1.8 billionNet Income (TTM)$59.6 millionCompany Snapshote.l.f. Beauty, Inc. is a global beauty company that develops and distributes cosmetics and skin care products across multiple brand portfolios, generating revenue through eye, lip, face, and skin care product categories.The company operates a diversified distribution model that combines wholesale partnerships with national and international retailers alongside direct-to-consumer e-commerce channels, enabling multi-channel revenue generation and enhanced brand control.e.l.f. Beauty serves a broad consumer base spanning mass-market and premium segments, with particular strength in the direct-to-consumer channel and retail partnerships that collectively drive market penetration across North American and international markets.e.l.f. Beauty operates as a scaled beauty company with $1.8 billion in trailing 12-month revenue, positioning it as a significant player in the consumer defensive sector.
The company leverages a multi-brand portfolio strategy to address diverse consumer preferences across price points and product categories, while its integrated distribution network -- combining retail partnerships with proprietary e-commerce capabilities -- provides competitive advantages in market reach and customer engagement. With 849 employees and a global footprint, e.l.f. Beauty maintains operational efficiency while scaling its presence across the beauty and personal care market.
What this transaction means for investorse.l.f. Beauty SVP Joshua Franks' Aug. 19 stock sale at $100 per share came after a 17% decline in share price over the trailing 12 months, but the disposition does not necessarily reflect the insider's view on the stock.
That's because this was a non-discretionary transaction executed as part of a pre-established Rule 10b5-1 plan. Such plans allow insiders to sell shares at predetermined times to avoid concerns of trading on non-public information. In addition, Franks retained 144,309 directly held shares post transaction, pointing to his continued alignment with shareholder interests.
e.l.f. Beauty stock is down from its 52-week high of $150.99 because it delivered conservative fiscal 2027 guidance of 12% to 14% year-over-year growth in May, which spooked Wall Street. Since then, the company raised its full-year forecast to between 18% and 20% growth, and that helped the stock to edge back up to around $100 per share, which is when Franks executed his sale.
e.l.f. Beauty achieved revenue of $479.4 million in its fiscal first quarter ended June 30. This total represented a strong 36% year-over-year increase.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool recommends e.l.f. Beauty. The Motley Fool has a disclosure policy.
On August 21, 2026, e.l.f. Beauty Inc (ELF) shares rose 3.5% to a current price of $101.94, reflecting a notable increase within a volatile 52-week range of $48
Investors in e.l.f. Beauty, Inc. (ELF - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 21, 2026 $145 Put had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for e.l.f. Beauty shares, but what is the fundamental picture for the company? Currently, e.l.f. Beauty is a Zacks Rank #3 (Hold) in the Cosmetics industry that ranks in the Bottom 20% of our Zacks Industry Rank. Over the last 30 days, three analysts have increased their earnings estimates for the current quarter, while six analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 67 cents per share to 62 cents in that period.
Given the way analysts feel about e.l.f. Beauty right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
e.l.f. Beauty, Inc. (ELF) Shareholder/Analyst Call August 20, 2026 11:30 AM EDT
Company Participants
Tarang Amin - Chairman, CEO & President
Scott Milsten - Chief People Officer, Senior VP, General Counsel & Corporate Secretary
Hillary Lyon
Presentation
Operator
Hello, and welcome to the Annual Meeting of Stockholders of e.l.f. Beauty, Inc. Please note that today's meeting is being recorded. [Operator Instructions]
It is now my pleasure to turn today's meeting over to Tarang Amin. Mr. Amin, the floor is yours.
Tarang Amin
Chairman, CEO & President
Good morning, ladies and gentlemen. Welcome to the 2026 e.l.f. Beauty Annual Meeting of Stockholders. I'm Tarang Amin, Chairman and CEO, and a member of the Board of Directors. I'll act as Chairman of the Annual Meeting. Scott Milsten, our SVP, General Counsel and Chief People Officer, will act as Secretary of the Annual Meeting.
I'd now like to officially call the Annual Meeting to order. Scott, will you confirm that a quorum is present?
Scott Milsten
Chief People Officer, Senior VP, General Counsel & Corporate Secretary
Yes. A quorum is present based on shares outstanding and entitled to vote on the record date, which was June 29, 2026. An aggregate of 58,937,041 votes may be cast by stockholders at this Annual Meeting. I show that there are present, in person or by proxy, stockholders representing a majority of the total number of votes which may be cast. I have the official stockholder list prepared as of the record date showing the name, address and number of shares held by each stockholder of record entitled to vote at this Annual Meeting. That list is available for inspection by stockholders.
Tarang Amin
Chairman, CEO & President
We'll now turn to the proposals to be voted upon. We have 4 proposals to be considered today.
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. Cosmetics, a brand from e.l.f. Beauty (NYSE: ELF), is bringing back the highly demanded pickle-inspired Glow Reviver Melting Lip Balm in three limited-edition shades, starting tomorrow. The launch follows the viral success of the original pickle flavored Glow Reviver Melting Lip Balm earlier this year, which sold out in 8 minutes and left the community wanting more. With more than 20% of Gen Z saying they are obsessed with pickles*, e.l.f. is tapping a trend and making it a moment for the community, bringing pickle to the people.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260818059549/en/
e.l.f. Cosmetics’ limited-edition pickle-inspired Glow Reviver Melting Lip Balms in The Real Dill, e.l.f. von Dill and Spicy Lil’ Dill.
The launch is a direct answer to a fandom that erupted after the original pickle-inspired launch, which brought in a wave of new community members with 77% of purchasers new to e.l.f. This time, e.l.f. is delivering even more of a pickle punch from the classic dill devotee to the spice seeker. The collection taps both beauty and snack enthusiasts with its signature Glow Reviver Franchise shine and hydration.
Because one pickle is never enough, e.l.f. is stacking the drop:
The Real Dill: A return of the original sharp, classic, and unapologetically pickle-forward with a sheer green shadee.l.f. von Dill: Nodding to German pickle fans, a light and fresh balance of sweet, salty and tangy paired with a glossy pearl finishSpicy Lil’ Dill: New plumping formula innovation that packs a hot and spicy kick with a deep red sheenBriny Blender: A collectable, novelty themed makeup sponge brings pickle passion to your whole routineEach shade satisfies cravings in a swipe with the glossy, buttery finish Glow Reviver Melting Lip Balm is known for. At $9/£9/€10 each for the lip balms, this hot drop won’t last on shelves long.
“When our community speaks, we listen. With our first launch of our pickle flavored Glow Reviver Melting Lip Balm, we popped the lid on a new wave of fandom,” said Laurie Lam, Chief Brand Officer of e.l.f. Cosmetics. “We moved at e.l.f. speed to bring our community more of what they love. Within weeks of our first drop, our teams were testing new flavors and ramped up our innovation pipeline to meet this cultural craving. And as we learned in real-time the depth of passion out there for pickles, it was an opportunity to stretch further to produce something like with the plumping formula in Spicy Lil’ Dill. We are here answering the call for more fans to get in on the fun.”
“At Ulta Beauty, we're always looking for opportunities to bring our guests the beauty moments everyone is talking about, and e.l.f.'s latest Big Dill collection is a perfect example of how innovation, culture and community come together to create excitement,” said Kaitlin Rinehart, Vice President of Merchandising, Ulta Beauty. “We're proud to be the exclusive retail destination where guests can discover this viral collection in person and experience its playful, limited-edition scents and exclusive gift with purchase firsthand. Launches like this reflect our commitment to curating a culturally relevant assortment that sparks discovery, creates memorable shopping experiences and makes the latest beauty trends accessible to both new and loyal guests.”
The limited-edition pickle-inspired collection will launch in the US on August 20 on elfcosmetics.com, Ulta.com and TikTok Shop. This launch will mark the first time e.l.f. is available at Ulta Beauty’s TikTok Shop. All three Glow Reviver Melting Lip Balm flavors and the Briny Blender will also be available exclusively in Ulta Beauty stores beginning on August 23 with a special gift with purchase while supplies last. The entire collection will launch on elfcosmetics.co.uk in the UK on August 20, in stores in the UK at Boots on August 26 and in Germany at DM on September 24.
The surprise and dill-light extends IRL with an activation at the Minnesota State Fair, which runs from August 27-30. In the US, state fairs have become an epicenter for food, and e.l.f. is bringing beauty lovers and foodies together, with a large-scale pickle-themed footprint and pickle Glow Reviver Melting Lip Balm gifting available to attendees. e.l.f.’s presence at the Minnesota State Fair marks the first time in over 20 years that a beauty brand is partnering with the fair, creating a moment for the over 2 million attendees.
*YPulse Gen Z Pickle report, September 2025
About e.l.f. Brands
e.l.f. Brands, part of e.l.f. Beauty (NYSE: ELF), includes e.l.f. Cosmetics, e.l.f. SKIN and e.l.f. Hair, and is fueled by a mission to make the best of beauty accessible and a purpose to make the world a better place for every eye, lip and face. Purpose led and results driven, e.l.f. Beauty is a different kind of company that disrupts norms, shapes culture and connects communities through positivity, inclusivity and accessibility. As a bold disruptor with a kind heart, e.l.f. Brands's superpowers are delivering universally appealing, premium-quality products at affordable prices that are vegan, e.l.f. clean and double-certified by Leaping Bunny and PETA as cruelty-free. e.l.f. Brands are proud to have products made in Fair Trade Certified™ facilities. Learn more at www.elfcosmetics.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260818059549/en/
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E-L Financial Co. Limited (TSE:ELF – Get Free Report)’s stock price crossed above its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of C$17.00 and traded as high as C$17.92. E-L Financial shares last traded at C$17.75, with a volume of 24,196 shares trading hands.
E-L Financial Stock Performance The stock has a market capitalization of C$6.14 billion, a PE ratio of 3.47 and a beta of 1.37. The company has a debt-to-equity ratio of 6.83, a quick ratio of 2.70 and a current ratio of 1.41. The firm has a 50 day moving average of C$17.00 and a 200-day moving average of C$16.88.
E-L Financial (TSE:ELF – Get Free Report) last issued its earnings results on Friday, August 7th. The insurance provider reported C$2.85 earnings per share for the quarter. The company had revenue of C$2.53 billion for the quarter. E-L Financial had a return on equity of 20.73% and a net margin of 54.16%. Research analysts forecast that E-L Financial Co. Limited will post 0.25 earnings per share for the current year.
E-L Financial Cuts Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Friday, July 17th were paid a $0.04 dividend. This represents a $0.16 annualized dividend and a yield of 0.9%. The ex-dividend date was Tuesday, June 30th. E-L Financial’s dividend payout ratio is currently 3.12%.
Insider Transactions at E-L Financial In related news, insider E-L Financial Corporation Limited bought 7,400 shares of the business’s stock in a transaction on Friday, July 31st. The stock was bought at an average price of C$16.85 per share, for a total transaction of C$124,690.00. Following the transaction, the insider directly owned 7,400 shares in the company, valued at C$124,690. This represents a ∞ increase in their ownership of the stock. In the last three months, insiders have purchased 50,200 shares of company stock valued at $850,024. 57.79% of the stock is owned by corporate insiders.
E-L Financial Company Profile (Get Free Report)
E-L Financial Corp Ltd operates as an investment and insurance holding company. The firm organizes itself into two segments namely E-L Corporate and Empire Life. The Empire Life operating segment underwrites life and health insurance policies and provides segregated funds, mutual funds, and annuity products whereas, the E-L Corporate segment operations include the oversight of investments in global equities held through holdings of common shares, investment funds, closed-end investment companies, and other private companies.
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Key Takeaways ELF lifted fiscal 2027 sales growth guidance to 18%-20% and adjusted EPS to $3.50-$3.55.Rhode contributed about $160 million in first-quarter sales and exceeded management's expectations.International sales rose 61% as ELF planned further expansion across Europe, Brazil, Canada and Mexico. e.l.f. Beauty, Inc. (ELF - Free Report) materially raised its fiscal 2027 outlook after first-quarter results showed faster growth from Rhode and international markets. Net sales increased 36%, while management lifted both sales and adjusted earnings guidance.
The central issue now is whether those drivers can sustain the higher expectations. Rhode’s expansion, global distribution and reinvestment plans offer additional runway, but the stronger forecast also raises the execution bar for the rest of the year.
ELF's First-Quarter Results Reset ExpectationsFiscal first-quarter net sales rose 36% to $479.4 million, topping the Zacks Consensus Estimate of $427 million. Adjusted earnings reached $1.75 per share versus the consensus estimate of 71 cents.
The quarter marked ELF’s 30th consecutive quarter of net sales growth. U.S. net sales increased 29%, while international net sales advanced 61%, giving the raised outlook support from multiple markets.
Rhode Delivers an Outsized Boost for ELFRhode contributed about $160 million of first-quarter net sales, exceeding management’s expectations. Management now expects Rhode to add about 13 percentage points to fiscal 2027 net sales growth before the acquisition annualizes in August, up from 9 points previously.
Demand also showed repeat-purchase strength. Rhode’s summer launch generated $27 million of direct-to-consumer sales in one day, with more than 70% coming from existing consumers while 90,000 new consumers were added.
ELF Lifts Its Fiscal 2027 Sales and EPS OutlookManagement now expects fiscal 2027 net sales of $1.938-$1.968 billion, implying 18%-20% growth. The prior forecast called for $1.835-$1.865 billion and 12%-14% growth.
Adjusted earnings guidance increased to $3.50-$3.55 per share from $3.27-$3.32. For the second quarter, management expects total net sales growth in the mid-30% range, supported partly by improving e.l.f. trends and Rhode’s European launch pipeline.
Tariff Refunds Give ELF Reinvestment FlexibilityFirst-quarter gross margin increased about 1,400 basis points to 83%. Approximately 1,050 basis points of that improvement came from roughly $50 million of IEEPA tariff refunds.
Management plans to reinvest the $50 million during the rest of fiscal 2027 through lower prices on selected products and higher marketing investment. The refunds are expected to have a net zero impact on full-year adjusted EBITDA because the benefit is being spent back into the business.
Global Rollouts Extend ELF's Post-Earnings RunwayRhode is scheduled to launch with Sephora across 19 European countries in September. ELF also plans to expand e.l.f. with Sephora in Brazil and Naturium with Sephora in Canada and Mexico, broadening the geographic base behind the raised outlook.
Beauty demand remains active across major peers. Ulta Beauty, Inc. (ULTA - Free Report) reported 11.1% net sales growth and 5.3% comparable sales growth in its fiscal first quarter. The Estee Lauder Companies Inc. (EL - Free Report) reported 2% organic sales growth in its fiscal third quarter and raised its fiscal 2026 organic sales outlook to about 3%.
Image Source: Zacks Investment Research
ELF's Growth Signals Back the Earnings MomentumThe bottom line is that ELF enters the balance of fiscal 2027 with higher expectations supported by Rhode, international growth and a stronger companywide forecast. Reinvestment and the need to sustain organic improvement keep execution central to the outlook.
ELF currently carries a Zacks Rank #1 (Strong Buy) and a Growth Score of A. The favorable Growth Score complements the top Zacks Rank by highlighting growth characteristics and financial strength that can matter to near-term stock selection. You can see the complete list of today’s Zacks #1 Rank stocks here.
The broader Style Score picture is mixed. ELF has a VGM Score of C, Value Score of F and Momentum Score of D, suggesting that growth characteristics are more favorable than its value and momentum profiles. Those readings provide a counterweight as investors assess the durability of the post-earnings improvement.
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.
Key Takeaways ELF raised fiscal 2027 sales and earnings guidance as first-quarter net sales climbed 36%.Rhode added about $160 million in first-quarter sales, while skincare reached nearly 25% of ELF's sales.ELF trades at 26.8X forward earnings as core organic sales fell at a high-single-digit rate. e.l.f. Beauty, Inc. (ELF - Free Report) offers investors a clear trade-off between faster portfolio growth and a valuation above key benchmarks. Rhode, skincare expansion and a higher fiscal 2027 outlook strengthen the growth case.
Core-brand weakness and heavier spending complicate that setup. Investors must decide whether ELF’s growth profile is strong enough to justify a premium while management works to restore organic momentum.
ELF's Portfolio Growth Strengthens the Bull CaseFirst-quarter fiscal 2027 net sales increased 36% to $479.4 million, extending ELF’s run to 30 consecutive quarters of sales growth. Non-e.l.f. brands now represent more than 30% of the business, up from less than 1% three years ago.
That diversification broadens exposure beyond core cosmetics. Ulta Beauty, Inc. (ULTA - Free Report) also reported 11.1% net sales growth and 5.3% comparable sales growth in its fiscal first quarter, showing continued demand across a major beauty retail channel.
Rhode and Skincare Expand ELF's OpportunityRhode contributed about $160 million of first-quarter sales and exceeded management’s expectations. The brand remains in less than 20% of Sephora’s global store base, while a planned September launch across 19 European countries expands distribution.
Skincare has grown from about 10% of ELF’s sales three years ago to nearly 25%. e.l.f. SKIN is the number 11 U.S. mass skincare brand, while Naturium is the fastest-growing skincare brand among the top 50.
ELF's Earnings Outlook Moves HigherManagement raised fiscal 2027 net sales guidance to $1.938-$1.968 billion, implying 18%-20% growth versus 12%-14% previously. Adjusted earnings guidance increased to $3.50-$3.55 per share from $3.27-$3.32.
The stronger outlook follows adjusted first-quarter earnings of $1.75 per share, above the Zacks Consensus Estimate of 71 cents. Management also raised expected organic net sales growth for fiscal 2027 to 6%-7% from 4%-5%.
ELF's Premium Valuation Demands ExecutionELF trades at 26.8X forward 12-month earnings, above 20.7X for the Zacks cosmetics sub-industry and 20.7X for the S&P 500. That premium leaves less room for disappointment if growth or margins fall short.
The Estee Lauder Companies Inc. (EL - Free Report) offers industry context. Its fiscal third-quarter 2026 organic net sales increased 2%, while the company raised its fiscal 2026 organic sales outlook to about 3%. ELF’s faster growth supports a premium, but sustained execution remains essential.
Image Source: Zacks Investment Research
Core ELF Demand and Spending Remain RisksOrganic 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. The flagship brand remains the main test of whether consolidated growth can become less dependent on acquired brands.
Adjusted selling, general and administrative expenses rose to 54% of net sales from 50% a year earlier. Marketing and digital spending is expected to exceed 25% of sales during the balance of the year, which could pressure profitability if growth disappoints.
ELF's Signals Favor Growth Over ValueThe bottom line is that ELF’s outlook is improving, but the stock is not a straightforward value call. Raised guidance supports the growth case, while the premium multiple and core-brand softness argue for attention to execution and entry price.
ELF currently carries a Zacks Rank #1 (Strong Buy) and a Growth Score of A. The Zacks Rank reflects earnings estimate revisions, while the Growth Score evaluates growth characteristics and financial strength, a favorable combination for growth-focused investors. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Value Score of F and Momentum Score of D are less supportive, while the VGM Score of C indicates a mixed profile across value, growth and momentum. Investors should weigh those weaker readings against ELF’s favorable growth signal rather than treating the rank alone as a complete investment case.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: e.l.f. Beauty (ELF - Free Report) e.l.f. Beauty, Inc. is a multi-brand beauty company headquartered in Oakland, California, focused on accessible, high-quality cosmetics and skincare. Its portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People, spanning mass and prestige beauty across cosmetics, skincare and personal care. Following the transfer of Keys Soulcare to Alicia Keys in May 2026, the company streamlined its portfolio around brands with stronger growth and scale potential.
ELF is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. ELF has a Momentum Style Score of A, and shares are up 31.5% over the past four weeks.
Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.06 to $3.36 per share. ELF boasts an average earnings surprise of +61.5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ELF should be on investors' short list.
e.l.f. Beauty delivered over 30% sales growth and strong margin expansion, marking its 30th consecutive quarter of net sales growth. Growth was driven entirely by pricing and the rhode brand, with core business experiencing high single-digit organic decline. ELF's debt load more than tripled year-over-year, introducing increased risk amid persistent high interest rates.
On June 30, 2026, Baillie Gifford (Trades, Portfolio) executed a reduction of 139,253 shares in e.l.f. Beauty Inc (NYSE: ELF) at a traded price of $74 per share
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.
Overextended, e.l.f. Beauty Is Primed to Rebound in Back Halfe.l.f. Beauty NYSE: ELF reported first-quarter fiscal 2027 net sales growth of 36%, marking its 30th consecutive quarter of sales growth, as strong performance from Rhode and international markets helped offset a decline in organic unit volumes.
Chairman and Chief Executive Officer Tarang Amin said the company’s momentum prompted it to raise its full-year outlook. The company now expects fiscal 2027 net sales to increase 18% to 20%, compared with its previous expectation of 12% to 14% growth.
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First-Quarter Results and Tariff Refund Impact Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%Senior Vice President and Chief Financial Officer Mandy Fields said Rhode contributed approximately $160 million of net sales during the quarter, outperforming the company’s expectations. Organic net sales excluding Rhode were largely in line with the company’s prior outlook for a high-single-digit decline, reflecting comparisons against a busy prior-year shipping period and the prior-year launch of e.l.f.’s Glow Reviver Melting Lip Balm.
U.S. net sales rose 29%, while international net sales increased 61%. Pricing and product mix added about 39 percentage points to total sales growth, while unit volumes declined approximately 3 percentage points.
5 Hot Buys Ready to Spring Higher in MarchGross margin rose about 1,400 basis points year over year to 83%. Fields said roughly 1,050 basis points of the improvement came from approximately $50 million in IEEPA tariff refunds received during the quarter and recorded in cost of goods sold. Excluding the refunds, gross margin still increased about 350 basis points, helped by pricing and lower tariff rates compared with the prior year.
Adjusted EBITDA increased 93% to $168 million, while adjusted net income rose to $105 million, or $1.75 per diluted share, from $51 million, or $0.89 per share, a year earlier. The tariff refunds added approximately $40 million to adjusted net income, or about $0.68 per diluted share, Fields said.
The company ended the quarter with $344 million in cash, up from $170 million a year earlier. During the quarter, it repurchased about $50 million of its common stock. Fields said e.l.f. Beauty also expects to use some cash later in the fiscal year to make the first Rhode earn-out payment, given the brand’s performance.
Pricing Test Targets 10% of e.l.f. SKUs Amin said the company expanded a price-discovery test that began in May from one product to most e.l.f. brand stock-keeping units. The effort followed the company’s $1 price increase last August, which was implemented in response to tariffs and inflationary pressures.
The company concluded that about 90% of e.l.f. products were appropriately priced and will return to their pre-test price levels in the coming weeks. However, it identified about 10% of SKUs where lower prices generated enough unit growth to support maintaining the reductions.
“We actually believe we can grow gross profit dollars over time through that pricing action,” Amin said of the products retaining lower prices.
The company plans to reinvest the $50 million in tariff refunds during the remainder of the year, primarily through selected price reductions and higher marketing spending. Fields said marketing and digital investment was 22% of sales in the first quarter, below expectations because of spending timing. For the full year, marketing and digital spending is expected to be at the high end of the company’s prior 23% to 25% range, and could run above that level from the second through fourth quarters.
Brand Expansion Across Categories and Markets Amin highlighted expansion across the company’s portfolio. e.l.f. Cosmetics remains the top-ranked brand in unit share and second in dollar share, while e.l.f. Skin has advanced to the No. 11 mass skincare brand in the U.S., according to the company. The company plans to launch e.l.f. Skin at Dollar General this fall.
e.l.f. also entered haircare in June with a six-product e.l.f. Hair assortment priced at $10 or less. The line debuted through TikTok Shop and has launched exclusively at Target nationwide. Amin said nearly half of e.l.f. Hair purchasers are new to the e.l.f. brand. The products are being sold in Target’s haircare aisle, and the Target exclusivity will continue through the current fiscal year.
e.l.f. plans to expand its Boots presence in the U.K. this fall. The company expects to launch e.l.f. with Sephora in Brazil, its first entry into the world’s third-largest cosmetics market. Naturium is scheduled to launch with Sephora in Canada and Mexico this fall after reaching the No. 1 body ranking with Sephora in Australia and New Zealand, according to the company. Rhode is slated to launch with Sephora across 19 European countries in September. Amin said Rhode’s latest summer product launch generated $27 million in direct-to-consumer sales in one day and added 90,000 new consumers, while more than 70% of sales came from existing customers. Rhode remains in fewer than 20% of Sephora stores globally, he said.
Raised Full-Year Outlook For fiscal 2027, e.l.f. Beauty now forecasts adjusted EBITDA of $401 million to $407 million, compared with its previous outlook of $379 million to $385 million. It expects adjusted net income of $212 million to $215 million and adjusted earnings per diluted share of $3.50 to $3.55, up from prior projections of $198 million to $201 million and $3.27 to $3.32, respectively.
The company expects Rhode to contribute about 13 percentage points of fiscal-year sales growth before the acquisition is annualized in August, up from its prior expectation of nine percentage points. Organic net sales growth is now projected at 6% to 7% for the year, with 10% to 12% organic growth expected over the balance of the fiscal year.
For the second quarter, the company expects total sales growth in the mid-30% range, supported by improving e.l.f. trends and pipeline shipments related to Rhode’s European Sephora launch. Fields said higher freight costs are included in the company’s current outlook, while it has not experienced new supplier-driven input-cost increases.
About e.l.f. Beauty (NYSE:ELF)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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Elf Beauty Chief Executive Officer Tarang Amin says the company is excited about expanding into hair care products. It launched a new partnership with Target in June.
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.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Let's take a look at what these Wall Street heavyweights have to say about e.l.f. Beauty (ELF - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
e.l.f. Beauty currently has an average brokerage recommendation (ABR) of 1.74, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 19 brokerage firms. An ABR of 1.74 approximates between Strong Buy and Buy.
Of the 19 recommendations that derive the current ABR, 12 are Strong Buy, representing 63.2% of all recommendations.
Brokerage Recommendation Trends for ELF
Check price target & stock forecast for e.l.f. Beauty here>>>
The ABR suggests buying e.l.f. Beauty, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Should You Invest in ELF?In terms of earnings estimate revisions for e.l.f. Beauty, the Zacks Consensus Estimate for the current year has increased 0% over the past month to $3.31.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for e.l.f. Beauty. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for e.l.f Beauty may serve as a useful guide for investors.
Key Takeaways ELF raised fiscal 2027 sales growth guidance to 18%-20% and adjusted EPS to $3.50-$3.55.Rhode delivered about $160 million in Q1 sales and will enter Sephora stores across 19 European countries.e.l.f. Beauty will reinvest $50 million in tariff refunds into marketing and targeted price reductions. e.l.f. Beauty, Inc. (ELF - Free Report) raised its fiscal 2027 outlook after first-quarter sales grew 36%, driven by exceptional rhode demand and improving portfolio trends.
Adjusted earnings of $1.75 per share beat the Zacks Consensus Estimate of $0.71. Revenues of $479.4 million topped the consensus estimate of $426.7 million. Management focused on turning the quarter’s strength into durable organic growth.
ELF Raises Fiscal 2027 OutlookSenior vice president and CFO Mandy Fields raised expected fiscal 2027 net sales growth to 18% to 20% from 12% to 14%, implying revenues of $1.938 billion to $1.968 billion.
Adjusted EBITDA guidance increased to $401 million-$407 million. Adjusted earnings guidance rose to $3.50-$3.55 per share.
Management now expects organic net sales growth of 6% to 7% for the year and 10% to 12% over the remaining three quarters. Second-quarter sales growth is projected in the mid-30% range.
e.l.f. Beauty Keeps Most Prices IntactChairman and CEO Tarang Amin said that a broad price-discovery test confirmed that roughly 90% of e.l.f. products were appropriately priced.
About 10% of stock-keeping units will remain at lower prices because the unit response was strong enough to support higher sales and gross profit dollars. The other products will return to their pretest prices.
A Raymond James analyst asked about elasticity. Amin said that recent data showed improvement in dollars and units, while skin tint unit gains reached 60% to 80% after its price fell to $14 from $18.
ELF Leans Into Rhode's Global ExpansionRhode contributed approximately $160 million of first-quarter sales, exceeding management’s expectations. Its latest summer launch generated $27 million of direct-to-consumer sales in one day, with more than 70% from existing customers.
Amin said that rhode could become the fastest beauty brand to reach $1 billion in net sales. The brand will enter Sephora stores across 19 European countries in September.
Responding to a Citigroup analyst, Amin said that all related pipeline shipments will occur in the second quarter. Rhode remains in less than 20% of Sephora stores globally, leaving considerable distribution room.
e.l.f. Beauty Adds New Growth ChannelsManagement is expanding beyond core cosmetics. e.l.f. Hair launched with six products priced at $10 or less and will remain exclusive to Target through fiscal 2027.
Amin said that nearly half of early e.l.f. Hair buyers were new to the brand. He compared the rollout with e.l.f. SKIN, which is set to expand into Dollar General.
Internationally, e.l.f. Cosmetics will enter Sephora Brazil and expand in Boots in the United Kingdom. Naturium will launch with Sephora in Canada and Mexico, while trends in the United Kingdom and Germany have improved.
ELF Reinvests Tariff RefundsThe company received about $50 million in tariff refunds, lifting first-quarter gross margin by roughly 1,050 basis points. Gross margin reached 83%, up about 1,400 basis points year over year.
Fields said that the full refund will be reinvested from the second through fourth quarters, mainly through marketing and targeted price reductions. Full-year marketing and digital spending should approach the high end of the prior 23% to 25% range.
Excluding the refunds, adjusted EBITDA still grew 36%. Management expects the reinvestment to have no net full-year adjusted EBITDA effect and forecasts mid-teens margins over the remaining quarters.
e.l.f. Beauty Stays Focused on ExecutionFields tied the stronger organic outlook to improving e.l.f. trends and continued momentum at rhode and Naturium. Amin emphasized innovation, marketing and international distribution.
The company expects roughly 60% of production to come from outside China by fiscal year-end. Higher freight costs are included in guidance, while management said supplier input inflation remains manageable.
The priority is to strengthen awareness, unit growth and global reach while investing in technology, infrastructure and working capital.
ELF's Zacks Signals Stay MixedCurrently, ELF carries a Zacks Rank #2 (Buy), indicating a favorable earnings-estimate revision profile. Its Momentum Score of B is constructive, while the Growth Score of C is neutral and the Value Score of F is weak. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The VGM Score of D indicates a less favorable combined value, growth and momentum profile. The Zacks Rank can change as analysts revise estimates after the reported results.
Key Takeaways e.l.f. Beauty posted Q1 adjusted EPS of $1.75 as net sales rose 36% to $479.4 million.Rhode generated about $160 million in sales, including a $27 million one-day summer launch. Fiscal 2027 sales guidance rose to $1.938-$1.968 billion, implying growth of 18%-20%. e.l.f. Beauty, Inc. (ELF - Free Report) began fiscal 2027 on a strong note, supported by exceptional demand for Rhode, robust international growth and continued momentum across its diversified beauty portfolio. The company also raised its full-year sales and earnings outlook.
ELF posted adjusted earnings of $1.75 per share, which jumped significantly from the year-ago period’s earnings of 89 cents and also beat the Zacks Consensus Estimate of 71 cents.
Net sales rose 36% to $479.4 million, surpassing the consensus estimate of $427 million. The Zacks Rank #2 (Buy) company registered its 30th consecutive quarter of net sales growth, representing more than seven continuous years of expansion. Sales benefited from strength across retailer and e-commerce channels in the United States and international markets.
U.S. net sales increased 29%, while international net sales advanced 61%. Pricing and product mix contributed approximately 39 percentage points to growth. Unit volumes reduced growth by roughly three percentage points.
e.l.f. Beauty Benefits From Rhode MomentumRhode contributed approximately $160 million in first-quarter net sales, exceeding management’s expectations. The brand benefited from solid retail demand and a record-breaking summer innovation launch through rhodeskin.com.
The summer launch generated $27 million in direct-to-consumer sales in a single day. More than 70% of sales came from existing consumers, while the event attracted 90,000 new customers. Rhode is scheduled to launch with Sephora across 19 European countries in September.
ELF’s Cost & Margin PictureGross margin expanded approximately 1,400 basis points year over year to 83%. The increase included a benefit of nearly 1,050 basis points from approximately $50 million of IEEPA tariff refunds.
Excluding the refund benefit, gross margin still improved about 350 basis points, driven by pricing and lower year-over-year tariff rates. Management plans to reinvest the refunds during the remainder of fiscal 2027, primarily through selected price reductions and increased marketing spending.
Adjusted selling, general and administrative expenses surged to $260.7 million from $177.3 million. Adjusted SG&A represented 54% of net sales compared with 50% in the prior-year quarter, reflecting investments in personnel, infrastructure, merchandising and distribution.
Marketing and digital spending accounted for 22% of net sales, unchanged year over year but below management’s expectations due to the timing of expenditures. Adjusted EBITDA surged 93% to $168.2 million and represented 35% of sales. Excluding tariff refunds, adjusted EBITDA grew 36%.
ELF Maintains a Strong Liquidity PositionCash and cash equivalents totaled $344.2 million at quarter-end, and total debt was $834.2 million.
Net cash provided by operating activities increased to $111.7 million during the first quarter.
The company repurchased approximately $50 million of common stock and repaid $7.5 million of long-term debt during the quarter.
e.l.f. Beauty Raises Fiscal 2027 GuidanceManagement now expects fiscal 2027 net sales of $1,938-$1,968 million, implying growth of 18-20%. The prior outlook called for sales of $1,835-$1,865 million and growth of 12-14%.
Adjusted EBITDA is projected at $401-$407 million, while adjusted net income is expected to be $212-$215 million. Adjusted earnings are forecast at $3.50-$3.55 per share, up from the previous guidance of $3.27-$3.32. For the second quarter, management expects total net sales growth in the mid-30% range.
Shares of ELF have rallied 39.8% over the past three months compared with the industry’s growth of 6.7%.
Other Top-Ranked Stocks to ConsiderDarling Ingredients Inc. (DAR - Free Report) , a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here
The Zacks Consensus Estimate for Darling’s current fiscal year sales calls for 13.2% growth from the prior-year levels. The consensus estimate for current fiscal-year earnings per share (EPS) stands at $5.34, which implies substantial growth from the year-ago period. DAR delivered a trailing four-quarter earnings surprise of 38.9%, 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 earnings calls for growth of 31.6% and 64.7%, respectively, from the year-ago figures.
The Estee Lauder Companies (EL - Free Report) , one of the world's leading manufacturers and marketers of skin care, makeup, fragrance and hair care products, currently carries a Zacks Rank #2. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.
The Zacks Consensus Estimate for The Estee Lauder Companies’ current fiscal-year sales and earnings calls for growth of 4.4% and 59.6%, respectively, from the year-ago figures.
Summarye.l.f. Beauty, Inc. delivered a strong Q1 FY27 revenue and EPS beat, driven primarily by its Rhode acquisition and a one-time $50M tariff refund.Management raised full-year revenue guidance by 600 bps, but organic growth guidance increased only modestly, highlighting reliance on acquisitions for topline acceleration.Profitability surge is not sustainable, as underlying margin expansion was largely due to the tariff refund; adjusted EBITDA margin guidance remains unchanged at ~20%.With forward revenue growth expected to normalize and valuation at 25.93x P/E, I reiterate a 'hold' rating due to unattractive risk-reward and limited upside.Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios. Learn More » Shana Novak/DigitalVision via Getty Images
Introduction & Investment Thesis e.l.f. Beauty, Inc. (ELF) just reported its Q1 FY27 earnings, where it delivered one of the strongest revenue and earnings beats in several quarters. Management also raised full-year
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e.l.f. Beauty (ELF - Free Report) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +146.48%. A quarter ago, it was expected that this cosmetics company would post earnings of $0.29 per share when it actually produced earnings of $0.32, delivering a surprise of +10.34%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
e.l.f. Beauty, which belongs to the Zacks Cosmetics industry, posted revenues of $479.37 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 12.36%. This compares to year-ago revenues of $353.74 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
e.l.f. Beauty shares have added about 15.5% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for e.l.f. Beauty?While e.l.f. Beauty has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for e.l.f. Beauty was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.67 on $435.63 million in revenues for the coming quarter and $3.31 on $1.86 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Cosmetics is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Estee Lauder (EL - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 19.
This beauty products company is expected to post quarterly earnings of $0.31 per share in its upcoming report, which represents a year-over-year change of +244.4%. The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level.
Estee Lauder's revenues are expected to be $3.55 billion, up 4.1% from the year-ago quarter.
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's profits nearly doubled during its fiscal first quarter thanks to a windfall of cash it received in tariff refunds from the federal government, the company said Wednesday.
In the three months ended June 30, E.l.f. received about $50 million in tariff refunds, plus some interest payments related to the duties that were struck down by the Supreme Court, leading its net income to grow by about 100% and its gross margin to grow by 14 percentage points compared to the prior year.
"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," CEO Tarang Amin told CNBC in an interview. "We feel we never should have had the tariffs to begin with, so let's invest in our brands to drive the strength that we see."
While the company is still waiting for around $8 million in additional refunds, the major impact to profitability seen during the quarter will be a one-time blip that won't continue moving forward.
Here's how the cosmetics company performed during the quarter compared with what Wall Street was anticipating, based on a survey of analysts by LSEG:
Earnings per share: $1.75 adjusted vs. 71 cents expectedRevenue: $479 million vs. $430 million expectedThe company's reported net income for the three-month period that ended June 30 was $66.6 million, or $1.12 per share, compared with $33.3 million, or 58 cents per share, a year earlier. Adjusting for non-recurring charges related to taxes and stock-based compensation, E.l.f. posted earnings of $1.75 per share.
Sales rose to $479.4 million, up about 36% from $353.7 million a year earlier.
The strong results led E.l.f. to raise both its full-year revenue guide and full-year adjusted earnings per share outlook. The brand is now expecting sales to be between $1.94 billion and $1.97 billion, beating expectations of $1.86 billion and up from a prior range of between $1.84 billion and $1.87 billion, according to LSEG.
It's now expecting adjusted earnings per share to be between $3.50 and $3.55, beating expectations of $3.33 and up from a prior range of between $3.27 to $3.32.
Though the tariff refund was the primary driver of E.l.f.'s outsized profitability during the quarter, Amin said the company's gross margin still would have been up by about 3.5 percentage points without it, primarily due to price increases it implemented last year and lower tariffs.
The benefit of those higher prices will start to wane in the current quarter as E.l.f. begins to lap some of those price increases and walks some of them back.
Last quarter, Amin said the brand planned to reverse some of the tariff-fueled price increases it implemented last summer so it could stimulate demand from cash-strapped consumers, telling CNBC shoppers were "suffering" from high gas prices and other concerns.
Over the past few months, the company conducted a pricing study across 80% of its assortment, where it walked back prices on average by $1 to see if there would be an impact on demand. However, it found that lower prices on the vast majority of the assortment, around 90%, didn't have an impact on units sold and only about 10% of the assortment could benefit from a price reduction to stimulate volume.
"We used the actual consumer behavior of consumers voting with their wallet, of which items do we see a massive improvement in unit volume, which ones didn't really see that much of a difference, which told us that those items were appropriately priced to begin with," Amin said. "So we took advantage of the tariff refund to be able to do that broad testing and we feel really great about the data that we got back in terms of which items we could identify that could really drive unit momentum."
For example, volume growth for E.l.f.'s best selling Power Grip Primer didn't really budge when the price was reduced, but the company did see a change when it reduced its Cream Glide Lip Liner from $3 to $2.
E.L.F. cosmetic products are seen for sale in a store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly Purchase Licensing Rights, opens new tab
SummaryCompaniesElf beats first-quarter sales and profit expectationsCFO says Rhode brand will expand to 19 European countries next monthCompany to cut prices on 10% of its portfolio as it leans into value focusAug 5 (Reuters) - Elf Beauty (ELF.N), opens new tab on Wednesday raised its annual sales and profit forecast, signaling momentum from strong demand for its affordable beauty, makeup and skincare products amid strained consumer spending.
The company, which offers about 75% of its products at $10 or less, has been attracting consumers grappling with sticky inflation and higher food and gas prices in the U.S.
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Elf said it lowered prices on 10% of its portfolio after testing its pricing strategy this quarter to see if it would drive volumes.
"(Elf is) really just continuing to highlight value for our consumers because it's very important, just given the inflationary pressures they're facing today," CFO Mandy Fields told Reuters.
The company said it is focused on international expansion, with 20% of its sales outside the U.S., compared to competitors having over 70%.
"It's a big white space opportunity for us," Fields said.
She added that Rhode, which Elf bought last year, would be launching in 19 countries across Europe next month while the Elf brand would be introduced in Brazil, both in partnership with makeup retail giant Sephora.
Elf expects fiscal 2027 net sales of $1.94 billion to $1.97 billion, compared with a prior projection of $1.84 billion to $1.87 billion.
It forecast annual adjusted profit of $3.50 to $3.55 per share, compared with a prior forecast of $3.27 to $3.32.
Elf — short for eyes, lips and face — said its net sales rose 36% to $479.4 million in the quarter ended June 30 from a year ago, beating analysts' average estimate of $429.5 million, according to data compiled by LSEG.
First-quarter adjusted profit per share of $1.75 topped estimates of 71 cents.
Elf, which launched haircare products in the quarter, reported a gross margin increase of 1,400 basis points, including a 1,050-basis-point benefit from tariff refunds.
Reporting by Koyena Das and Neil J Kanatt in Bengaluru; Editing by Shreya Biswas
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