E.l.f. Beauty Shares Drop Despite Strong Sales and Growth from Rhode Brand

E.l.f. Beauty reported a 14% increase in sales for its most recent quarter, driven by gains among value-conscious customers across income levels. The company also saw its market share rise, marking continued growth over the past 27 quarters.
The launch of Hailey Bieber’s Rhode cosmetics brand was a major highlight, contributing to a record-breaking performance at Sephora North America. Rhode is expected to add $200 million to E.l.f. Beauty’s annual sales this fiscal year.
Despite beating earnings estimates with a quarterly profit of $0.68 per share, E.l.f. Beauty’s stock dropped more than 25%. This decline followed the company’s announcement of a weaker financial outlook and concerns over potential tariffs, which worried investors.
E.l.f. Beauty remains optimistic about consumer demand, especially for affordable beauty products, even in uncertain economic times.

The stock dropped because the company gave a weaker financial outlook and investors are concerned about the impact of possible tariffs, despite strong recent sales.

Hailey Bieber’s Rhode brand is expected to boost E.l.f. Beauty's annual revenue by $200 million and contributed to strong sales at Sephora.

Yes, E.l.f. Beauty’s earnings per share beat estimates at $0.68, though this was lower than last year’s $0.77 per share.

Yes, E.l.f. Beauty believes that consumers—especially those looking for value—are continuing to buy beauty products, contributing to the company’s sales growth.

WSJ

The company logged 14% higher sales in its latest quarter as it gained market share across both high- and low-income consumers, Chief Executive Tarang Amin said.

CNBC

E.l.f. Beauty missed revenue estimates but beat on earnings for its fiscal second-quarter earnings. Hailey Bieber's cosmetics line Rhode is expected to increase the company's annual sales by $200 million this fiscal year, E.l.f.

Business Wire

OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Beauty (NYSE: ELF) today announced results for the three and six months ended September 30, 2025. “Our Q2 results, which included 140 basis points of market share gains for our namesake e.l.f. brand and a record-breaking launch of rhode in Sephora North Ameri...

CNBC Television

e.l.f. Beauty shares plummet as guidance misses on tariff worries.

Market Watch

Elf Beauty surprised Wall Street with a weaker outlook and profit, sending the stock more than 25% lower.

Zacks Investment Research

e.l.f. Beauty (ELF) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.77 per share a year ago.

Investopedia

A big beauty brand thinks uncertain consumers won't abandon their self-care routines this holiday season—and they might even step them up.

Benzinga

E.l.f Beauty (NYSE:ELF) shares are getting hammered in after-hours trading Wednesday after reporting second-quarter financial results and sharing an update on guidance.

Seeking Alpha

e.l.f. Beauty, Inc. ( ELF ) Q2 2026 Earnings Call November 5, 2025 4:30 PM EST Company Participants Kristina Casey Katten - Vice President of Investor Relations Tarang Amin - Chairman, CEO & President Mandy Fields - Senior VP & CFO Conference Call Participants Dara Mohsenian - Morgan Stanley, Resear...

Barrons

The retailer declined to provide guidance in the prior two quarters, citing tariff-related uncertainty.

Seeking Alpha

e.l.f. Beauty plunged after weak Q2 results and a cautious outlook, but now trades at a significantly lower valuation. Despite shipment delays, tariff pressures, and margin compression, ELF projects mid-teens top-line growth and healthy long-term EPS gains. The stock's forward P/E has dropped to the...

Proactive Investors

e.l.f. Beauty Inc (NYSE:ELF) shares fell 34% after the beauty company issued weaker-than-expected full-year guidance and reported a fiscal second quarter sales miss.

The Motley Fool

e.l.f. reported a mixed quarter, and its outlook calls for slow organic growth and an earnings decline for the full fiscal year. Tariffs are hurting the bottom line, and the acquisition of Rhode is driving most of the company's revenue growth.

Show All Sources