Track market-moving stories before they get noisy

In the latest close session, e.l.f. Beauty (ELF - Free Report) was down 1.09% at $79.03. The stock's performance was behind the S&P 500's daily loss of 0.14%. Elsewhere, the Dow lost 0.01%, while the tech-heavy Nasdaq lost 0.57%.

Coming into today, shares of the cosmetics company had gained 25.85% in the past month. In that same time, the Consumer Staples sector gained 1.73%, while the S&P 500 gained 0.25%.

Analysts and investors alike will be keeping a close eye on the performance of e.l.f. Beauty in its upcoming earnings disclosure. The company is expected to report EPS of $0.71, down 20.22% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $425.66 million, indicating a 20.33% growth compared to the corresponding quarter of the prior year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $3.31 per share and a revenue of $1.86 billion, representing changes of +5.75% and +13.57%, respectively, from the prior year.

Investors should also note any recent changes to analyst estimates for e.l.f Beauty. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.12% higher. Right now, e.l.f. Beauty possesses a Zacks Rank of #3 (Hold).

Investors should also note e.l.f. Beauty's current valuation metrics, including its Forward P/E ratio of 24.11. This expresses no noticeable deviation compared to the average Forward P/E of 24.11 of its industry.

Also, we should mention that ELF has a PEG ratio of 2.27. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Cosmetics stocks are, on average, holding a PEG ratio of 0.81 based on yesterday's closing prices.

The Cosmetics industry is part of the Consumer Staples sector. This industry, currently bearing a Zacks Industry Rank of 172, finds itself in the bottom 31% echelons of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

Key Takeaways Skin care reached 23% of e.l.f. Beauty's global consumption in fiscal 2026, up from 9% in fiscal 2023. e.l.f. SKIN generated about $200 million in retail sales and rose to No. 11 in U.S. mass skin care.Naturium nearly doubled pre-acquisition sales, while rhode's net sales grew more than 80% year over year. e.l.f. Beauty, Inc. (ELF - Free Report) is building a larger presence in skin care through e.l.f. SKIN, Naturium and rhode. The category accounted for 23% of the company’s global consumption in fiscal 2026, up from 9% in fiscal 2023, showing that skin care has become a more meaningful part of its brand portfolio.

e.l.f. SKIN provides the foundation of this expansion. The brand generated approximately $200 million in global retail sales in fiscal 2026. Its strategy centers on offering products inspired by prestige beauty at accessible prices. Over the past five years, e.l.f. SKIN has advanced from the No. 25 mass skin care brand in the United States to No. 11.

Despite that progress, the brand held only about 2% of the mass skin care category compared with 13% for the leading brand. This gap highlights the available share opportunity, although further gains will depend on continued product innovation and consumer adoption.

Naturium adds another established growth platform. The brand delivered nearly $250 million in global retail sales in fiscal 2026, roughly double its pre-acquisition level. It was also the fastest-growing brand among the top 50 skin care brands during the fourth quarter. Rhode brings additional scale and momentum. On a pro forma annualized basis, the brand generated more than $500 million in global retail sales and approximately $390 million in net sales in fiscal 2026, with net sales increasing more than 80% year over year.

Together, the three brands give e.l.f. Beauty exposure across different skin care segments. The next leg of growth will depend on whether e.l.f. SKIN can keep gaining share while Naturium and rhode maintain their current pace.

ELF Stock Price Performance, Valuation & EstimatesShares of this Zacks Rank #3 (Hold) company have jumped 20.6% over the past three months compared with the industry’s growth of 10.9%.

ELF Price Performance Versus Industry
Image Source: Zacks Investment Research

From a valuation standpoint, e.l.f. Beauty trades at a forward price-to-earnings ratio of 23.46, above the industry’s average of 19.48.

ELF Valuation Compared to Industry
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ELF’s current and next fiscal-year earnings per share implies year-over-year growth of 5.8% and 9.9%, respectively.

Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) , a major food wholesaler serving grocery retailers, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for United Natural’s current and next fiscal-year earnings per share suggests a year-over-year increase of 254.9% and 21.4%, respectively. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.

The Estee Lauder Companies Inc. (EL - Free Report) , a leading global prestige beauty company with a diversified portfolio of skin care, makeup, fragrance and hair care brands, carries a Zacks Rank #2 (Buy).

The Zacks Consensus Estimate for The Estee Lauder Companies’ current and next fiscal-year EPS calls for a year-over-year jump of 59.6% and 31.7%, respectively. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.

Mama's Creations, Inc. (MAMA - Free Report) , a maker of refrigerated prepared foods for retail and foodservice, carries a Zacks Rank #2 at present.

The Zacks Consensus Estimate for Mama's Creations’ current and next fiscal-year EPS suggests growth of 73.3% and 46.2%, respectively, from the prior-year reported levels. MAMA delivered a trailing four-quarter earnings surprise of 129.2%, on average.

If you had $1,000 and asked me to recommend one consumer growth stock built for the way people actually shop today, I would point you toward a company that sells an $11 face primer that goes toe-to-toe with a $55 luxury version. That company is e.l.f. Beauty (ELF +0.50%), and once you see how it operates, you'll understand why it keeps stealing shelf space from brands many times its size.

The heart of e.l.f.'s strategy is a simple, ruthless idea: giving people prestige-quality makeup at drugstore prices. Its Poreless Putty Primer sells for about $11 and is regularly compared to a primer made by Tatcha (a brand owned by Unilever) that runs roughly $55. Its Halo Glow Liquid Filter goes for around $14, versus a Charlotte Tilbury product that goes for around $50.

The industry calls this "masstige," a blend of mass and prestige, and e.l.f. has turned it into an art form. For a shopper who wants the look without the luxury markup, e.l.f. is not a compromise. In an era when consumers scrutinize every dollar, selling the same result for a fraction of the price is a powerful place to stand.

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Built for the speed of the internet Here is the part I find genuinely impressive. Most beauty companies take 12 to 18 months to bring a new product to market; e.l.f. Beauty does it in roughly 13 to 20 weeks. That speed lets it spot a trend bubbling up on social media and put a product on shelves before the moment passes, rather than long after.

Its marketing matches that tempo. E.l.f. was early and fearless on TikTok, and its #eyeslipsface campaign became one of the most viral branded challenges the platform has ever seen, racking up billions of views and millions of user videos. It has run ads during the Super Bowl, built games inside Roblox, and treated its customers like a community rather than an audience. The result is that e.l.f. has become the favorite beauty brand of Gen Z, the exact group forming the shopping habits that will define the next twenty years.

Moving upmarket with Rhode The knock on e.l.f. used to be that it was stuck in the cheap seats. It answered that last year by acquiring Rhode, the skincare brand founded by Hailey Bieber, in a deal worth up to $1 billion. Rhode pulls e.l.f. into higher-priced skincare and toward wealthier shoppers, and Bieber stayed on as chief creative officer, bringing tens of millions of engaged social-media followers with her. Rhode is rolling into Sephora stores, giving e.l.f. a foothold in prestige retail it never had. Pair that with a huge international runway, since e.l.f. is still lightly sold outside the United States, and you can see several distinct growth engines firing at once.

Image source: Getty Images.

No growth story is free of snags. E.l.f. Beauty trades at a rich valuation, so the market already expects a lot, and any slowdown could hurt the stock. It sources heavily from overseas, which leaves it exposed to tariffs. Its trend-chasing model demands constant hits, and folding Rhode in smoothly is not guaranteed. This is a growth stock, with the bumps that come with that label.

The takeaway for investors Put $1,000 into e.l.f. Beauty, and you're buying a fast, internet-native operator that undercuts luxury on price, ships product at the speed of a meme, owns the loyalty of the youngest shoppers, and is now reaching upmarket through Rhode with room to grow abroad. I think that combination makes it one of the more compelling consumer growth stories around. Buy it for the strategy, hold it for the runway, and size the position for the volatility that comes with any stock priced for big things.

Two factors often determine stock prices in the long run: earnings and interest rates. Investors can't control the latter, but they can focus on a company's earnings results every quarter.

We know earnings results are vital, but how a company performs compared to bottom line expectations can be even more important when it comes to stock prices, especially in the near-term. This means that investors might want to take advantage of these earnings surprises.

Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.

The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP, or Expected Surprise Prediction, aims to find earnings surprises by focusing on the most recent analyst revisions. The basic premise is that if an analyst reevaluates their earnings estimate ahead of an earnings release, it means they likely have new information that could possibly be more accurate.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.

Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.

Should You Consider Archer Daniels Midland?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Archer Daniels Midland (ADM - Free Report) holds a #2 (Buy) at the moment and its Most Accurate Estimate comes in at $1.44 a share 22 days away from its upcoming earnings release on August 4, 2026.

By taking the percentage difference between the $1.44 Most Accurate Estimate and the $1.28 Zacks Consensus Estimate, Archer Daniels Midland has an Earnings ESP of +12.50%. Investors should also know that ADM is one of a large group of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

ADM is part of a big group of Consumer Staples stocks that boast a positive ESP, and investors may want to take a look at e.l.f. Beauty (ELF - Free Report) as well.

Slated to report earnings on August 5, 2026, e.l.f. Beauty holds a #3 (Hold) ranking on the Zacks Rank, and its Most Accurate Estimate is $0.77 a share 23 days from its next quarterly update.

For e.l.f. Beauty, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $0.73 is +5.92%.

Because both stocks hold a positive Earnings ESP, ADM and ELF could potentially post earnings beats in their next reports.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>

LONDON--(BUSINESS WIRE)--e.l.f. Cosmetics, a brand from e.l.f. Beauty (NYSE: ELF), today announced it is giving away thousands of driving lessons to UK learners with RED Driver Training, democratising access to one of the most financially out-of-reach milestones facing young people in the UK today. e.l.f., which stands for every eye, lip and face, is a brand that has always believed the most powerful thing it can offer is access - to beauty, to confidence and now, to the driving seat. e.l.f.'s.

Two factors often determine stock prices in the long run: earnings and interest rates. Investors can't control the latter, but they can focus on a company's earnings results every quarter.

We know earnings results are vital, but how a company performs compared to bottom line expectations can be even more important when it comes to stock prices, especially in the near-term. This means that investors might want to take advantage of these earnings surprises.

Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.

The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP, or Expected Surprise Prediction, aims to find earnings surprises by focusing on the most recent analyst revisions. The basic premise is that if an analyst reevaluates their earnings estimate ahead of an earnings release, it means they likely have new information that could possibly be more accurate.

Now that we understand the basic idea, let's look at how the Expected Surprise Prediction works. The ESP is calculated by comparing the Most Accurate Estimate to the Zacks Consensus Estimate, with the percentage difference between the two giving us the Zacks ESP figure.

When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.

Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.

Should You Consider e.l.f. Beauty?The final step today is to look at a stock that meets our ESP qualifications. e.l.f. Beauty (ELF - Free Report) earns a #3 (Hold) 28 days from its next quarterly earnings release on August 5, 2026, and its Most Accurate Estimate comes in at $0.77 a share.

e.l.f. Beauty's Earnings ESP sits at +5.92%, which, as explained above, is calculated by taking the percentage difference between the $0.77 Most Accurate Estimate and the Zacks Consensus Estimate of $0.73. ELF is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

ELF is one of just a large database of Consumer Staples stocks with positive ESPs. Another solid-looking stock is Lamb Weston (LW - Free Report) .

Slated to report earnings on July 24, 2026, Lamb Weston holds a #2 (Buy) ranking on the Zacks Rank, and its Most Accurate Estimate is $0.62 a share 16 days from its next quarterly update.

For Lamb Weston, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $0.61 is +0.98%.

Because both stocks hold a positive Earnings ESP, ELF and LW could potentially post earnings beats in their next reports.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider e.l.f. Beauty (ELF - Free Report) . This company, which is in the Zacks Cosmetics industry, shows potential for another earnings beat.

When looking at the last two reports, this cosmetics company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 40.10%, on average, in the last two quarters.

For the most recent quarter, e.l.f. Beauty was expected to post earnings of $0.29 per share, but it reported $0.32 per share instead, representing a surprise of 10.34%. For the previous quarter, the consensus estimate was $0.73 per share, while it actually produced $1.24 per share, a surprise of 69.86%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for e.l.f. Beauty lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

e.l.f. Beauty has an Earnings ESP of +5.92% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

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].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:
Halper Sadeh LLC
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[email protected]
https://www.halpersadeh.com

SOURCE Halper Sadeh LLP

e.l.f. Beauty Finds A Bottom And Executes Growth Initiatives

Key Takeaways ELF enters fiscal 2027 with more growth levers but slower momentum in its flagship brand. Rhode topped $500M in annualized global retail sales and grew net sales more than 80%. ELF expects fiscal 2027 net sales of $1.835B-$1.865B and adjusted EBITDA of $379M-$385M. e.l.f. Beauty, Inc. (ELF - Free Report) enters fiscal 2027 with a wider platform but a more complicated investment setup.

Rhode, Naturium, e.l.f. SKIN and international expansion give the company more growth levers. The key question is whether those levers can offset slower momentum in the flagship e.l.f. brand.

ELF Has More Than One Growth Enginee.l.f. Beauty is no longer just a low-price cosmetics story. Its portfolio now includes e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People, spanning mass beauty, prestige skin care and digital-led brands.

The shift has changed the risk profile. Non-e.l.f. brands rose from 0% to 30% of global consumption over the past three years, while skin care increased from 9% to 23%. That lowers dependence on a single product cycle and gives ELF multiple paths to growth.

The Estee Lauder Companies Inc. (EL - Free Report) remains a relevant benchmark in prestige beauty because its portfolio spans skin care, makeup, fragrance and hair care. Ulta Beauty, Inc. (ULTA - Free Report) is also central to the beauty ecosystem as a specialty retailer that connects consumers with mass, prestige and emerging brands.

Rhode Gives e.l.f. Beauty New ReachRhode is the clearest growth catalyst in the portfolio. On an annualized basis in fiscal 2026, the brand generated more than $500 million in global retail sales and about $390 million in net sales, with net sales rising more than 80% year over year.

Its retail start has been notable. Rhode reached the number one beauty brand ranking in Sephora North America and delivered record-breaking launches with Sephora in the United Kingdom and MECCA in Australia and New Zealand.

Distribution still leaves room for growth. Rhode is in less than 20% of Sephora’s global stores, while about 20% of its direct-to-consumer sales and 74% of social followers are outside the United States.

Image Source: Zacks Investment Research

ELF Needs Its Core Brand to ReaccelerateThe flagship e.l.f. brand still drives the investment case. e.l.f. Cosmetics produced about $1.8 billion in fiscal 2026 global retail sales and gained 115 basis points of U.S. color cosmetics market share during the year.

That scale also makes the recent slowdown harder to ignore. e.l.f. brand global consumption moderated from high single digits in fiscal 2026 to low single digits in the final 12 weeks of the year, as spring 2026 innovation produced less lift across core items than expected.

Management is responding through pricing, innovation, international focus and leadership changes. The company cut the price of Halo Glow Skin Tint from $18 to $14, with initial tests showing a 38% lift on Amazon and a 36% lift across all retailers.

e.l.f. Beauty Faces Margin PressureTop-line growth is not fully flowing through to earnings. Fiscal 2026 net sales rose 25%, while adjusted EBITDA increased 13%, showing that spending and cost pressures are absorbing part of the revenue benefit.

Marketing and digital expenses were about 24% of net sales in fiscal 2026. The Zacks Rank #3 (Hold) company is also navigating tariff exposure, inflation and a more retail-heavy Rhode channel mix, which can affect near-term profitability as the brand scales beyond direct-to-consumer sales. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The fiscal 2027 outlook still points to growth. Management expects net sales of $1.835 billion to $1.865 billion and adjusted EBITDA of $379 million to $385 million, compared with fiscal 2026 adjusted EBITDA of $335 million.

How ELF Stock Signals Fit the SetupELF looks like a balanced story rather than a straightforward momentum call. Rhode, Naturium, e.l.f. SKIN and international growth have expanded the company’s runway, but the core brand must reaccelerate for investors to regain confidence in organic growth.

The stock’s setup is also constrained by signal gaps. Specific Zacks Rank and Style Scores are not available for investors to lean on, leaving the brand reset, Rhode’s rollout and margin execution as the more useful near-term markers.

For investors, that argues for discipline. A favorable Zacks Rank and strong Style Scores can help identify stocks with better earnings-revision and style characteristics over the next one to three months, but ELF’s current case depends more on execution than on a clean quantitative read.

Key Takeaways ELF is leaning on skincare and global expansion as larger parts of its growth profile. Skincare rose to 23% of global consumption, helped by Rhode, Naturium and e.l.f. SKIN. ELF still faces softer core brand demand, tariff uncertainty and heavy marketing spending. e.l.f. Beauty, Inc. (ELF - Free Report) is moving into a new phase as skincare and international distribution become larger parts of its growth profile.

The company still depends on value-led cosmetics, but investors are watching whether Rhode, Naturium and e.l.f. SKIN can extend the runway.

ELF Is Riding the Skincare ShiftSkincare has become the clearest portfolio shift at e.l.f. Beauty. The category represented roughly 9% of global consumption three years ago and has grown to about 23%, supported by Rhode, Naturium and e.l.f. SKIN.

That shift broadens ELF beyond color cosmetics. e.l.f. SKIN generated about $200 million in fiscal 2026 global retail sales, while Naturium delivered nearly $250 million, roughly double its pre-acquisition level.

Rhode adds a prestige skincare platform with demand across direct-to-consumer and retail channels. The trend places ELF near The Estee Lauder Companies Inc. (EL - Free Report) , whose portfolio spans skincare, makeup, fragrance and hair care.

e.l.f. Beauty Sees Global White SpaceInternational expansion is the second major trend. International net sales grew 38% in fiscal 2026, but markets outside the United States still represented only about 21% of total company sales.

That mix leaves room for ELF to scale abroad through new retail partners and additional doors. The company added eight international retail partners across 14 countries during fiscal 2026 and exited the year with improving trends in the U.K. and Germany.

Rhode strengthens that opportunity. The brand generated more than $500 million in annualized fiscal 2026 retail sales and about $390 million in net sales, yet remains in less than 20% of Sephora’s global store base.

Ulta Beauty, Inc. (ULTA - Free Report) is relevant because specialty beauty retailers help shape discovery across cosmetics, skincare and wellness. Its role as a major beauty destination highlights why retail access still matters for digitally popular brands.

ELF Shows Digital Demand Still MattersELF’s model remains digitally oriented and community-led. The Zacks Rank #3 (Hold) company uses connected commerce, social media and direct consumer engagement to test product ideas, build demand and support launches. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The approach also supports speed. Management is fast-tracking products not originally planned for fiscal 2027 after softer spring innovation, showing how quickly ELF can adjust its calendar.

For a multi-brand platform, that feedback loop can be valuable. Rhode, Naturium and e.l.f. SKIN can all benefit from the same playbook of marketing, digital commerce, retail execution and faster product response.

Image Source: Zacks Investment Research

ELF Also Reflects Cost and Demand StrainThe trend story is not risk-free. ELF’s namesake brand consumption slowed from high-single-digit growth in fiscal 2026 to low-single-digit growth in the final 12 weeks of the year.

Management also cited softer spring innovation and a more pronounced decline in units after a fiscal 2026 price increase. Value-led beauty is not immune to a more selective consumer backdrop.

Costs are another constraint. The fiscal 2027 outlook assumes tariff rates remain at 35%, and oil near $100 per barrel could add $15 million to $20 million of cost headwinds.

Marketing and digital spending is expected to remain high at roughly 23% to 25% of net sales in fiscal 2027. Those investments may support brand building but limit near-term earnings leverage when core demand softens.

Where ELF Fits in a Trend-Led Stock ViewELF has credible exposure to skincare penetration, international expansion, social commerce and value-led product innovation. Fiscal 2027 sales guidance of $1.84 billion to $1.90 billion still implies 12% to 14% year-over-year growth.

The stock view is less straightforward because EBITDA margin is expected to be in the high teens in the first half before improving toward about 21% for the full year. That puts more weight on execution as the year progresses.

The risk-reward profile looks balanced rather than clearly bullish. Strong trend exposure supports investor interest, but softer core demand, tariff uncertainty and heavy marketing spending keep earnings visibility limited.

Without a disclosed Zacks Rank or Style Scores, investors have fewer clean quantitative signals to lean on. ELF may fit watchlists focused on skincare and global beauty growth, but the stock still needs better evidence of core demand recovery and margin stability before the setup becomes conviction-driven.

In the latest close session, e.l.f. Beauty (ELF - Free Report) was up +1.65% at $64.54. The stock exceeded the S&P 500, which registered a loss of 0.1% for the day. Elsewhere, the Dow saw an upswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.43%.

Coming into today, shares of the cosmetics company had gained 17.29% in the past month. In that same time, the Consumer Staples sector lost 0.72%, while the S&P 500 lost 1.34%.

Investors will be eagerly watching for the performance of e.l.f. Beauty in its upcoming earnings disclosure. The company is predicted to post an EPS of $0.73, indicating a 17.98% decline compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $424.55 million, indicating a 20.02% increase compared to the same quarter of the previous year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.31 per share and a revenue of $1.86 billion, signifying shifts of +5.75% and +13.64%, respectively, from the last year.

It is also important to note the recent changes to analyst estimates for e.l.f Beauty. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.98% decrease. e.l.f. Beauty presently features a Zacks Rank of #3 (Hold).

Investors should also note e.l.f. Beauty's current valuation metrics, including its Forward P/E ratio of 19.18. This signifies no noticeable deviation in comparison to the average Forward P/E of 19.18 for its industry.

We can additionally observe that ELF currently boasts a PEG ratio of 1.81. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Cosmetics industry was having an average PEG ratio of 0.75.

The Cosmetics industry is part of the Consumer Staples sector. This group has a Zacks Industry Rank of 85, putting it in the top 35% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

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Partnership with NACD® helps advance a growing community of board-ready executives

OAKLAND, Calif.--(BUSINESS WIRE)--Change the Board Game, the inclusive corporate-director initiative launched by e.l.f. Beauty (NYSE: ELF), today announced the launch of its third National Association of Corporate Directors® (NACD®) cohort, welcoming 22 executives into the program, the largest class to date.

e.l.f. Beauty's Change the Board Game announced the launch of its third National Association of Corporate Directors® (NACD®) cohort, welcoming 22 executives into the program, the largest class to date.

Share e.l.f. Beauty, which champions 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 by 2027. The initiative is focused on expanding access and accelerating pathways into board service for the next generation of leaders.

Since the program’s launch in 2024, e.l.f. has partnered with NACD to leverage its Accelerate board readiness program. NACD Accelerate has provided participants with governance education, networking opportunities and resources to help prepare them for board service.

Change the Board Game is delivering measurable results:

60+ executives have now participated in the NACD Accelerate program through Change the Board Game 4x growth in applications compared to the previous year, reflecting rapidly growing demand 58% of graduates who have completed the program are now serving on boards, demonstrating the power of intentional investment in building a stronger pipeline of board-ready talent “Creating more inclusive boardrooms requires intentionality,” said Tarang Amin, Chairman and CEO of e.l.f. Beauty. “Through Change the Board Game, we're helping exceptional leaders gain the preparation, access and networks needed to secure board opportunities. Seeing more than half of our program graduates already serving on boards reinforces what we have long believed: when talented leaders are given the opportunity, they thrive.”

The 2026 cohort represents a diverse group of accomplished executives from across industries who are preparing to contribute their expertise in the boardroom and help shape the future of corporate governance.

Since launching in 2024, Change the Board Game has continued to advance its mission of increasing representation in corporate boardrooms through strategic partnerships, education, visibility and access. The initiative reflects e.l.f. Beauty's belief that diverse perspectives at the highest levels of leadership drive stronger governance, better decision-making and long-term business success.

Meet the latest cohort group here.

Want to change the Board Game? Sign up to receive more information on how to get involved.

About Change the Board Game
Change the Board Game is an initiative launched by e.l.f. Beauty to help double the rate at which women and people of color are added to U.S. public company boards by 2027. Through partnerships, education, advocacy and access, Change the Board Game is committed to creating pathways for the next generation of board leaders and accelerating progress toward more representative boardrooms.

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, 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.

More News From e.l.f. Beauty

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e.l.f. Beauty (ELF - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this cosmetics company have returned +16.6%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Cosmetics industry, which e.l.f. Beauty falls in, has gained 11.5%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

e.l.f. Beauty is expected to post earnings of $0.73 per share for the current quarter, representing a year-over-year change of -18%. Over the last 30 days, the Zacks Consensus Estimate has changed -28.8%.

For the current fiscal year, the consensus earnings estimate of $3.3 points to a change of +5.4% from the prior year. Over the last 30 days, this estimate has changed -1.4%.

For the next fiscal year, the consensus earnings estimate of $3.56 indicates a change of +7.7% from what e.l.f. Beauty is expected to report a year ago. Over the past month, the estimate has changed -7.7%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, e.l.f. Beauty is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For e.l.f. Beauty, the consensus sales estimate for the current quarter of $424.39 million indicates a year-over-year change of +20%. For the current and next fiscal years, $1.86 billion and $1.98 billion estimates indicate +13.5% and +6.9% changes, respectively.

Last Reported Results and Surprise Historye.l.f. Beauty reported revenues of $449.29 million in the last reported quarter, representing a year-over-year change of +35.1%. EPS of $0.32 for the same period compares with $0.78 a year ago.

Compared to the Zacks Consensus Estimate of $425.82 million, the reported revenues represent a surprise of +5.51%. The EPS surprise was +10.34%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

e.l.f. Beauty is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about e.l.f. Beauty. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

e.l.f. Beauty stock is showing exceptional strength. What’s fueling ELF momentum? What Is Driving e.l.f. Beauty’s Growth?Rhode continues to be a key growth driver: In the fiscal fourth quarter, adjusted EPS came in at 32 cents versus 29 cents expected, while revenue was $449.29 million versus $422.93 million expected and up 35.07% year over year. The company said the Rhode acquisition contributed about 34 percentage points to overall growth, with U.S. net sales up 26% and international revenue up 75% in the quarter.

Per the company, Early market testing of hair styling products yielded a 96% positive sentiment and revealed that 65% of buyers were entirely new to the e.l.f. ecosystem, signaling that this new category, joining e.l.f. Cosmetics and e.l.f. SKIN, is primed to act as a significant incremental revenue driver moving forward.

Critical Price Levels To Watch For ELF StockMomentum is improving: MACD is above its signal line and the histogram is positive, which points to fading downside pressure versus the prior downswing. Simply put, when MACD is above the signal line, it suggests the recent push higher is gaining traction even if the longer-term trend hasn't fully flipped.

From a structure standpoint, the death cross that formed in December 2025 (50-day SMA below the 200-day SMA) is still a headwind for longer-term trend investors, and the stock remains down 45.97% over the past 12 months. Key timing markers also matter here: a recent swing low formed in June and a swing high in April, so traders will be watching whether this bounce can turn into a higher-high sequence.

Key Resistance: $71.00 — a nearby round-number area that can cap rebounds if sellers defend the recent overhead zone Key Support: $58.00 — near a prior buyer-defense area and close to the 50-day moving-average region ($59.66) What Is e.l.f. Beauty’s Business Model?e.l.f. Beauty is a multi-brand beauty company that sells inclusive, accessible, clean, vegan, and cruelty-free cosmetics and skin care products, with a mission built around value and broad consumer reach. It offers everything from eyeliner and mascara to foundation, moisturizers, cleansers, and beauty tools through stores and e-commerce channels.

That business mix matters for the current setup because the Rhode acquisition is helping diversify the portfolio beyond core cosmetics and into prestige skincare, which can change how investors think about the company's growth runway. In fiscal 2026, the company pointed to e.l.f. Cosmetics reaching $1.8 billion in global retail sales, while Rhode delivered over $500 million in global retail sales and about $390 million in net sales.

e.l.f. Beauty Benzinga Edge Scorecard BreakdownBelow is the Benzinga Edge scorecard for e.l.f. Beauty, highlighting its strengths and weaknesses compared to the broader market:

The Verdict: e.l.f. Beauty’s Benzinga Edge signal reveals a quality-tilted profile weighed down by weak value and weak factor-based growth and momentum readings. For longer-term bulls, the setup argues for patience and confirmation (especially versus the 100-day/200-day trend), because premium valuation can amplify volatility if the next guidance update disappoints.

ELF Stock Price Movement UpdateELF Stock Price Activity: e.l.f. Beauty shares were up 6.53% at $68.17 at the time of publication on Tuesday, according to Benzinga Pro data.

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Companies within the Zacks Cosmetics industry are benefiting from continued demand for skincare, makeup, fragrance and personal care products, driven by consumers' growing focus on self-care, wellness and beauty routines. Innovation remains a key growth catalyst, with companies investing in science-backed formulations, clean beauty offerings and digital technologies to enhance customer engagement and expand their market reach.

At the same time, companies are navigating a cautious spending environment, elevated input costs and ongoing supply-chain uncertainties. To drive growth and remain competitive, industry players such as The Estee Lauder Companies Inc. (EL - Free Report) , e.l.f. Beauty, Inc. (ELF - Free Report) , Helen of Troy Limited (HELE - Free Report) and Nu Skin Enterprises, Inc. (NUS - Free Report) are focusing on omnichannel expansion, product innovation and operational efficiencies.

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 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, prompting companies to continuously innovate and expand their offerings. Rising demand for clean, organic and wellness-focused beauty products is further supporting industry growth. Enhancing e-commerce capabilities remains a major focus, with virtual try-ons, seamless digital payment solutions and data-driven marketing helping brands improve customer engagement. In addition, strategic acquisitions and partnerships are enabling companies to broaden product portfolios and strengthen their competitive positioning.

Strong Demand for Skincare & Makeup: Demand for skincare and makeup products continues to support growth across the cosmetics industry. Consumers remain focused on self-care, wellness and personalized beauty solutions, driving interest in skincare products and daily beauty routines. Makeup demand also remains healthy, supported by product innovation, social media influence and evolving consumer preferences. In addition, fragrance and haircare categories are experiencing solid momentum, fueled by premiumization trends and new product launches. These trends are expected to continue creating growth opportunities for cosmetics companies.

Challenging Economic Conditions: The cosmetics industry continues to face challenges amid an uncertain macroeconomic environment. Ongoing trade tensions, cautious consumer spending and uneven retail inventory trends 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 are facing higher costs for ingredients, packaging materials, logistics and promotional activities, which may pressure profit margins. Additionally, evolving trade policies and potential supply-chain disruptions could further increase costs and affect pricing strategies, creating a challenging and competitive operating environment.

Zacks Industry Rank Indicates Bright Prospects The Zacks Cosmetics industry is housed within the broader Zacks Consumer Staples sector. The industry currently carries a Zacks Industry Rank #107, which places it in the top 43% of more than 247 Zacks industries.

The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates solid near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.

The industry’s position in the top 50% of the Zacks-ranked industries leads to a positive aggregate earnings outlook for the constituent companies. Since the beginning of April 2026, the industry’s consensus estimate for current financial-year earnings has increased 17%.

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 3.2% over this period, against the S&P 500 and the broader sector’s increase of 29.9% and 0.2%, 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 20.19X compared with the S&P 500’s 21.76X and the sector’s 16.91X.

In the past five years, the industry has traded as high as 40.47X and as low as 20.19X, with the median being 28.81X, as the chart below shows.

Price-to-Earnings Ratio (Past Five Years)

4 Cosmetic Stocks Worth Considering The Estee Lauder Companies: This Zacks Rank #2 (Buy) company manufactures and markets skincare, makeup, fragrance and hair care products through a portfolio of premium beauty brands. The company is focused on restoring profitability and driving long-term growth through its Profit Recovery and Growth Plan. EL’s “Beauty Reimagined” strategy is aimed at strengthening its position as a consumer-centric prestige beauty company by enhancing innovation, expanding across high-growth markets and digital channels, and improving operational efficiency. With a strong online presence, continued product innovation and investments in technology and data capabilities, the company remains focused on increasing agility, streamlining operations and supporting sustainable long-term growth. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for EL’s current fiscal-year earnings per share (EPS) has remained unchanged in the past 30 days at $2.41. The stock has gained 17.1% in the past year.

Price and Consensus: EL

Helen of Troy: This provider of consumer products across the Beauty, Housewares and Health & Home segments carries a Zacks Rank #2. Helen of Troy focuses on strengthening its leadership brands through strategic investments in innovation, marketing and consumer engagement. The company is pursuing initiatives to enhance operational efficiency, improve supply-chain capabilities and support long-term growth. Through a data-driven and consumer-centric approach, it aims to strengthen brand fundamentals and drive market share gains. Helen of Troy is also expanding its international presence while investing in digital and e-commerce capabilities, positioning the business to capitalize on evolving consumer trends and create sustainable long-term value.

The Zacks Consensus Estimate for Helen of Troy’s current fiscal-year EPS has remained unchanged in the past 30 days at $3.44. The stock has risen 8.4% in the past year.

Price and Consensus: HELE

Nu Skin: This Zacks Rank #3 (Hold) company develops and distributes a broad portfolio of beauty, personal care and wellness products. Nu Skin is focused on expanding its global presence through innovation, digital capabilities and customer engagement initiatives. The company continues to strengthen its brand portfolio with science-based products while leveraging technology to enhance personalized beauty and wellness solutions. Nu Skin is also pursuing opportunities in emerging markets through localized products and tailored business strategies designed to meet evolving consumer preferences. Supported by its direct-selling model, product innovation and ongoing investments in technology and operational efficiency, the company remains focused on driving long-term sustainable growth.

The Zacks Consensus Estimate for NUS’ current fiscal-year EPS has remained unchanged at $1.00 in the past 30 days. Shares of Nu Skin have declined 35% in the past year.

Price and Consensus: NUS

e.l.f. Beauty: This Zacks Rank #3 company offers a broad range of cosmetics and skincare products with a strong focus on delivering high-quality beauty products at accessible price points. e.l.f. Beauty has built a differentiated position through its value-driven proposition, combining affordability with innovation and strong consumer engagement. The company continues to support growth through digital capabilities, community-led marketing and a portfolio of complementary beauty brands. The company is also expanding its international presence, broadening distribution and strengthening reach across key markets. 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 moved down 8.6% in the past 30 days to $3.30. e.l.f. Beauty’s stock has fallen 46.7% in the past year.

Price and Consensus: ELF

OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Brands, a part of e.l.f. Beauty (NYSE: ELF), inclusive of e.l.f. Cosmetics and e.l.f. SKIN, announced today the launch of e.l.f. Hair. Debuting with a curated assortment of six prestige-quality products, e.l.f. Hair marks e.l.f.'s newest category extension and an answer to what the community is asking for: e.l.f.fordable luxury. e.l.f.'s mission is to make the best of beauty accessible to every eye, lip and face. Now, that extends to hair. What the h.e.l.

Tarang Amin, Chairman/CEO, E.l.f. Beauty speaks onstage during The Business of Beauty Global Forum 2025.

Getty Images for The Business of Fashion

During e.l.f. Beauty’s fiscal 2026 earnings call, in which the company announced results for the three and twelve months ended March 31, 2026, its chairman and CEO Tarang Amin highlighted several strong performance indicators, but one remarkable figure stood out: the group has averaged 20% of net sales growth per quarter for the past seven years. That’s 29 quarters of consecutive double-digit growth. That makes e.l.f. one of just six public consumer goods companies to enjoy such continuous growth.

The company is showing little sign of slowing down. During the call, Amin announced: “All five of our brands grew this year, with Rhode and Naturium delivering particularly strong results and reinforcing the power of our expanding brand portfolio. The whitespace opportunity in front of us across brands, categories, and geographies gives us great confidence in the runway ahead.” So, what is e.l.f Beauty doing so well?

A Strong Portfolio Led By Innovation And Disruptive MarketingThe group now boasts a diversified portfolio of strong-performing brands. E.l.f cosmetics achieved +25% in net sales for fiscal year 2026, reaching $1.6 billion in global retail sales while growing market share. E.l.f skin grew its sales to $200 million and is the 11th-largest mass skincare brand in the U.S. according to Nielsen data shared by the group. Naturium, the biocompatible skincare brand acquired three years ago, reached $250 million in global retail sales and is one of the fastest-growing skincare brands in the U.S.

The group’s latest star acquisition, Rhode, delivered $500 million in the same period, with 80% growth in net sales year-on-year. It has become the number one beauty brand at Sephora, leading to frequent out-of-stocks and purchase limits to avoid empty shelves amid overwhelming demand for the brand since it launched at Sephora. As explained by Amin, Rhode’s playbook is built on highly selective product drops, consumer-demand-driven innovation, strong ingredient-led positioning, and polished, culturally resonant campaigns.

Amin also reiterated the group’s long-standing strategy: delivering prestige-quality products at accessible prices through fast-paced innovation and disciplined pricing. It does so by placing strong emphasis on innovation while always looking at pricing mechanisms to lower prices for consumers.

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In addition to strong operational discipline and focus on innovation, e.l.f Beauty manages to scale while staying relevant with consumers. Its sense of cultural momentum and community-building is unparalleled. According to YPulse, the e.l.f brand is the most purchased brand among Gen Z and Gen Alpha consumers, highlighting how strongly it resonates with younger audiences. Its experiential marketing activations are undoubtedly helping foster brand equity and loyalty, with the brand’s presence at Coachella reinforcing its position within culturally influential moments. Rhode is another community-building and marketing masterclass that needs no more introduction.

A Start-Up Culture Boosting Purposeful And Efficient Execution It seems Tarang Amin’s leadership is without a doubt a key factor behind the group’s success. Employees, investors, and industry peers consistently seem praise Amin’s vision and leadership style, fostering a sense of strong culture and empowerment within the company.

For context, Amin became CEO in 2014 and took the company public in 2016. Since then, its market capitalization has grown from $1.27 billion to around $3 billion, with a high of $12 billion in 2024 when the company was experiencing hyper-growth momentum. With 30 years of experience at consumer goods companies like P&G, he is known for his clear strategic vision, clarity and sense of purpose when it comes to building and scaling brands. Moreover, he has taken a vocal stance on inclusivity, defending it as a core business value rather than a matter of public perception. This has helped e.l.f Beauty solidify its reputation around diversity and inclusion, an area where many large brands struggle to maintain credibility.

New Growth Avenues: Geographies, Innovation And PricingSo far, Rhode is in less than 20% of Sephora’s global store footprint. Its expansion into Europe through Sephora is expected to generate substantial growth for the brand in the next year. In addition, the elf brand still has much room to grow across international markets, with the U.K., Canada and Germany being key growth markets.

The group also announced it is accelerating its innovation pipeling, aiming to launch new products in the fall and drive demand. In addition, it is exploring different pricing mechanisms, including price cut opportunities to boost sales, as it experienced when lowering the price of the Halo Glow Skin Tint from $18 to 14$. The price reduction drew a +36% sales lift across all retailers.

Kory Marchisotto, President of e.l.f. Brands, emphasized the company’s commitment to expanding its brand across categories and geographies. “Our strategic investments in innovation and digital transformation are pivotal to our sustained growth,” she stated during the earnings call.

Given the incredibly competitive beauty landscape, e.l.f’s results are encouraging. Its core brands might be growing at a lower pace, but they are still performing very well compared to many popular beauty players. Overall, e.l.f. Beauty has managed to combine accessible pricing with prestige-level product offerings while fueling a powerful marketing engine and operating with startup-speed execution—an equation many consumer brand groups can only envy.

Key Takeaways ELF delivers 35.1% Q4 sales growth as Rhode contributes $113 million in net sales.e.l.f. Beauty records its 29th straight quarter of net sales growth across channels.ELF projects fiscal 2027 sales growth of 12-14% with continued marketing investment. e.l.f. Beauty, Inc. (ELF - Free Report) posted fourth-quarter fiscal 2026 results, wherein both the top and bottom lines beat estimates. The top line increased year over year, while the adjusted EPS declined compared to the prior-year period.

ELF Q4 Results: Key Metrics & InsightsELF posted adjusted earnings of 32 cents per share, down 59% from 78 cents a year ago. The figure beat the Zacks Consensus Estimate of 29 cents.

Net sales of $449.3 million rose 35.1% year over year from $332.7 million and surpassed the Zacks Consensus mark of $426 million. The quarter’s sales increase was driven by growth in both retail and e-commerce channels, spanning the United States and international markets.

The company highlighted that Rhode contributed $113 million in net sales during the fiscal fourth quarter, while organic net sales growth for the quarter was 1%.

e.l.f. Beauty’s Margin & Cost PerformanceGross profit increased to $326.5 million, up 37.7% year over year from $237 million. Gross margin improved about 140 basis points year over year to 73% in the fiscal fourth quarter. The company cited pricing benefits as the primary tailwind, while also flagging higher tariffs as a partial offset.

Adjusted selling, general and administrative expenses increased significantly by 73.1% year over year to $300 million from $173.3 million. The increase is primarily due to higher marketing, merchandising and distribution costs, compensation and benefits, depreciation and amortization, professional fees and regulatory fees.

The company reported adjusted EBITDA of $58.8 million, down 27.7% year over year from $81.4 million in the prior-year period. Adjusted EBITDA margin declined to 13% of net sales, indicating pressure on overall profitability during the period.

ELF’s Balance Sheet & Financial PositionCash and cash equivalents were $289.7 million as of March 31, 2026, while total debt was $841.7 million compared with $148.7 million of cash and $256.7 million of debt a year earlier. The balance sheet expansion reflects the financing and balance-sheet mechanics associated with the Rhode acquisition. Cash generation from operations was $212.5 million for fiscal 2026.

e.l.f. Beauty’s Fiscal 2027 OutlookThe Zacks Rank #3 (Hold) company guided fiscal 2027 net sales in the range of $1,835-$1,865 million, implying expected growth of 12-14% year over year, with expected organic sales growth of 4-5% year over year. The company also projected adjusted EBITDA of $379-$385 million and adjusted net income of $198-$201 million.

The earnings presentation further outlined an expected gross margin level of 71% and a tariff outlook of roughly 35% for fiscal 2027, along with marketing and digital investment targeted at 23-25% of net sales, keeping the focus on balancing growth with margin management.

The company’s shares have lost 43.7% in the past three months compared with the industry’s decline of 32.3%.

Image Source: Zacks Investment Research

Stocks to ConsiderSome better-ranked stocks have been discussed below:

The Estée Lauder Companies Inc. (EL - Free Report) manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.  At present, EL 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 EL’s current fiscal-year sales and earnings indicates growth of 4.5% and 59.6%, respectively, from the year-ago figures. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.

Nu Skin Enterprises, Inc. (NUS - Free Report) engages in the development and distribution of various beauty and wellness products worldwide. At present, NUS carries a Zacks Rank of 2 (Buy).

The Zacks Consensus Estimate for NUS’ current fiscal-year sales and earnings implies a decline of 4% and 21.3%, respectively, from the year-ago figures. NUS delivered a trailing four-quarter earnings surprise of 1.1%, on average.

Interparfums, Inc. (IPAR - Free Report) manufactures, markets, and distributes a range of fragrances and fragrance-related products in the United States and internationally. At present, the company holds a Zacks Rank of 2.

The consensus estimate for Interparfums’ current fiscal-year sales and earnings implies a decline of 0.1% and 8%, respectively, from the year-ago figures. IPAR delivered a trailing four-quarter earnings surprise of 8%, on average.

U.S. consumers will shell out more for everything from fuel to hot dogs and hamburgers heading into Memorial Day weekend as the Iran War reignites inflation.

Total inflation for shoppers rose 3.8% in April from the same month a year ago, the highest annual rate since 2023, according to federal government data released this month. Prices for travel, recreation and food saw especially sharp increases, draining Americans' wallets as they ring in the unofficial start of summer.

"They're not going to be happy about what they see," said Stephen Juneau, senior U.S. economist at Bank of America. "There will be a lot of grumbling this weekend when people are driving and in the airports, or are going to the store to stock up."

Consumer sentiment officially came in at its lowest level on record in May, according to survey data from the University of Michigan released Friday. The outlook was battered in part by spiking oil prices amid the Middle East war, which is almost three months old.

E.l.f. Beauty announced Wednesday that it was rolling back some price increases, saying its consumers were "suffering" from elevated fuel costs. McDonald's CEO Chris Kempczinski warned earlier this month that the fast food chain faced a "challenging environment" as inflationary pressures mount.

Here's some of the areas where Americans will pay more over the holiday weekend:

FoodSummer barbecues will be more costly this year as cattle herds shrink and fertilizer costs jump.

Ground beef and steaks are up as much as 16% compared with 2025. Frankfurters cost nearly 11% more than a year ago.

Tomatoes run shoppers close to 40% more, while lettuce is up about 8% over the same period. Toppings such as spices, seasonings, condiments and sauces have climbed almost 4%.

Shoppers picking up desserts like cakes, cupcakes or cookies will pay just over 5% extra compared with a year ago.

Carbonated drinks are 3.7% more expensive than last year, while coffee prices have soared more than 18%. Prices for beer — which have seen a recent demand slowdown — rose 2.2%.

TravelA record number of travelers are expected to leave home this weekend, but will face rising transportation costs after the war drove up oil prices.

AAA anticipates 45 million Americans will travel at least 50 miles from home over the holiday period, up 0.4% from the peak set last year. More than 39 million will travel by car, the organization found.

Gasoline prices soared more than 28% year over year, federal data shows. Heading into the weekend, the average price for a gallon of unleaded gas nationally was its highest in four years, according to AAA.

"The holiday weekend poses extra financial challenges this year," said Kimberly Palmer, a personal finance expert at NerdWallet. "Memorial Day weekend is traditionally a time for a lot of driving, which means consumers are searching for ways to save at the pump or cut back other areas of their budget to compensate for the higher gas prices."

Airline fares surged 20.7% from April 2025 to 2026, reaching their highest level since 2022. Carriers said they would need to hike ticket prices with jet fuel costs surging in the wake of Iran's closure of the Strait of Hormuz, a key passageway for global crude.

Spirit Airlines cited costlier jet fuel when shuttering operations earlier this month. Industry analysts said ticket prices could rise further without the budget airline in the market.

Hotels and motels and other forms of lodging away from home will cost consumers 4.3% more than 12 months earlier.

About 30% of respondents in a Bank of America survey said they wouldn't change their summer travel plans in light of higher gas prices. But around one in five said they planned to curb vacations or choose destinations closer to home.

RecreationAmericans opting for a staycation will also feel inflationary pressures on summer past times.

Movie, theater or concert tickets jumped 5.5% from a year ago. Unusually, sporting event tickets have dropped 10% in the same timeframe.

Price tags on bikes and other sporting vehicles are 4.3% higher than a year ago.

People looking to get a little gardening done will find supplies such as tools and hardware up 5%. Indoor plants or flowers are up 6% in the past year.

e.l.f. Beauty (ELF - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this cosmetics company have returned -20.2%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Cosmetics industry, which e.l.f. Beauty falls in, has gained 9.6%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, e.l.f. Beauty is expected to post earnings of $0.97 per share, indicating a change of +9% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.5% over the last 30 days.

The consensus earnings estimate of $3.57 for the current fiscal year indicates a year-over-year change of +14.1%. This estimate has changed -1.4% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.84 indicates a change of +7.6% from what e.l.f. Beauty is expected to report a year ago. Over the past month, the estimate has changed -3.9%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, e.l.f. Beauty is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For e.l.f. Beauty, the consensus sales estimate for the current quarter of $439.11 million indicates a year-over-year change of +24.1%. For the current and next fiscal years, $1.86 billion and $2.01 billion estimates indicate +13.5% and +8.4% changes, respectively.

Last Reported Results and Surprise Historye.l.f. Beauty reported revenues of $449.29 million in the last reported quarter, representing a year-over-year change of +35.1%. EPS of $0.32 for the same period compares with $0.78 a year ago.

Compared to the Zacks Consensus Estimate of $425.82 million, the reported revenues represent a surprise of +5.51%. The EPS surprise was +10.34%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

e.l.f. Beauty is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about e.l.f. Beauty. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Beauty (NYSE: ELF) today announced that the company will participate in the following investor conferences and events: Virtual Fireside Chat with BofA Date: Friday May 29, 2026 Location: Virtual Fireside Chat Webcast: 1:00 PM ET Baird Global Consumer, Technology & Services Conference Date: Tuesday June 2, 2026 Location: New York, NY dbAccess Global Consumer Conference Date: Thursday June 4, 2026 Location: Paris, France Fireside Chat Webcast: 10:00 AM.

e.l.f. Beauty, Inc. (ELF) Discusses Guidance and Drivers of Organic Sales Trends Transcript

E.l.f. Beauty (ELF +4.41%) stock fell 13% in May, according to data provided by S&P Global Market Intelligence. The stock began to fall as it got closer to earnings, and although it did get a lift from earnings that beat expectations, it wasn't enough to recover what it had already lost.

More than mass cosmetics E.l.f. has made a name for itself by offering mass beauty products customers love at some of the lowest prices on the market. It started with $1 products, and although that's no longer its model, it still aims to offer high value on its makeup while speaking to the values of its users.

It's a winning model, and the company continues to grab market share in cosmetics and skin care. Fiscal 2026 (ended March 31) was the seventh consecutive year of market share growth, and the fourth quarter was the 29th in a row with sales growth.

For all intents and purposes, the fourth quarter was fantastic. Revenue inreased 35% year over year, and gross margin expanded 1.4 percentage points to 73%. Earnings per share (EPS) of $0.32 beat Wall Street expectations for $0.29.

The standout recently has been the company's Rhode brand, which it acquired from celebrity model Hailey Bieber. This is e.l.f.'s first foray into luxury brands, and it's been an incredible hit. It was the biggest launch in Sephora history in North America and the U.K., and it's launching at Sephora online and most of Europe in September.

Managing through pressure Profitability has been down since the new tariff system went into effect, and management is expecting some relief in 2027. The average tariff rate for fiscal 2026 was 55%, and it's expected to be 35% for 2027. Now that there are tariff refunds on the table, the company is aiming to get $58.5 million back from tariffs. That has not been factored into guidance, so any refund will be on top of management's outlook.

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The changing tariff situation is affecting many decisions. E.l.f. increased all products by $1 to offset the impact of higher tariffs, but unit sales have declined. After management lowered the price of e.l.f. Halo Glow Skin Tint to $14 from $18, and there was a dramatic increase in unit sales: 38% on Amazon, 36% across retailers, and a triple-digit increase in the TikTok shop. E.l.f is going to experiment to see how it could replicate similar success with other products, dancing the delicate dance between boosting sales and keeping costs down.

While the report was predominantly positive, the situation remains in flux, which is why the stock didn't go even higher. E.l.f. stock remains down 32% this year, but it trades at only 14 times foward, 1-year sales. It could be a great entry point for investors who can hold for a long time and handle short-term volatility.

Not every growth story in consumer goods is about a trillion-dollar retailer or a legacy brand defending market share. Some of the most durable compounders are quieter companies with dominant category positions, expanding international footprints, and a brand identity that is genuinely becoming generational.

These tickers are worth owning through whatever the market throws at them.

Image source: Getty Images.

E.l.f. Beauty: The company that keeps outgrowing the cosmetics industry E.l.f. Beauty (ELF +4.41%) has done something most consumer or cosmetic companies only manage for a quarter or two: It has delivered double-digit net sales growth for 29 consecutive quarters. That is proof that its business model actually works at scale.

What makes e.l.f. Beauty a true growth stock rather than just a popular brand is how it thinks about building a portfolio, despite a rough market. The core e.l.f. Cosmetics line -- affordable, cruelty-free, on-trend -- is the foundation.

Layered on top is Naturium, a high-performance skincare brand acquired in 2023, and rhode, Hailey Bieber's skin-focused lifestyle brand, acquired in 2025 for $1 billion. The rhode deal is not just about adding revenue. It gives e.l.f. Beauty access to a different consumer entirely, one willing to pay premium prices and who has a different relationship with beauty than the Target shopper who discovered e.l.f. a decade ago. Buying culturally resonant brands at the right moment is something very few consumer companies execute well. So far, e.l.f. Beauty is doing it.

For fiscal year 2026, ended March 31, the company reported net sales of $1.64 billion, up 25% year over year, with all five of its brands growing. That 25% top-line growth is what separates e.l.f. Beauty from the legacy beauty companies it competes against. L'Oréal and Estée Lauder are fighting to hold single-digit growth in the same category. E.l.f. Beauty is lapping them.

International revenue is becoming a real engine -- the company has been expanding shelf presence in Europe, Canada, and emerging markets, and rhode gives it a prestige-tier brand to push into channels the core e.l.f. line couldn't fully access.

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2. The Vita Coco Company The Vita Coco Company (COCO 0.11%) is not a name that often appears on growth-stock watch lists. It sells coconut water. That's not the kind of business that generates buzz. But the numbers coming out of this company in 2026 are the kind that draw a second look, especially when you consider that consumer spending numbers are cracking.

In Q1 2026, Vita Coco reported net sales of $180 million -- up 37% year over year -- beating Wall Street's expectations by more than 22%. Volume in actual case equivalents grew 30.2%, which means the growth is not a pricing illusion. The company then raised its full-year 2026 net sales guidance to between $720 million and $735 million. Operating margin expanded from 14.7% to 18.7% in the quarter. What makes this worth holding for a lifetime is not just the quarter -- it's the structural position the company occupies.

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Vita Coco holds approximately 51% to 52% of the U.S. branded coconut water market -- nearly triple its nearest rival. That kind of category dominance in a market projected to grow from $5 billion today to $19 billion by 2033 is a compounding machine. The global coconut water opportunity is still early, and Vita Coco has the brand recognition, distribution infrastructure, and production scale to capture a disproportionate share of it. European retail sales grew 57% in Q1 2026 alone -- a market where natural hydration is an earlier-stage trend than it is in the U.S.

The company also manufactures coconut water for major retailers' private-label store brands. Most investors don't realize the same company behind the branded product is also supplying the cheaper shelf alternative.

That dual presence is hard to replicate, provides scale advantages branded-only competitors don't have, and creates a floor on volume even when branded competition intensifies. With virtually no debt, nearly $200 million in cash, and full-year guidance raised at least once already this year, this is a profitable, growing business in a category with a long runway.