elf Beauty Inc
NYSE:ELF

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elf Beauty Inc Logo
elf Beauty Inc
NYSE:ELF
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Price: 77.42 USD 0.18% Market Closed
Market Cap: 4.6B USD

elf Beauty Inc
Investor Relations

In the vibrant world of cosmetics, e.l.f. Beauty Inc. has carved a distinct niche with its commitment to delivering high-quality products at astonishingly affordable prices. Founded in 2004, e.l.f. (which stands for “eyes, lips, face”) has disrupted the beauty industry by prioritizing accessibility and inclusivity. The company's strategy hinges on offering a diverse range of beauty essentials, from makeup and skincare to brushes and other tools, all while maintaining price points that appeal to budget-conscious consumers. This approach has positioned e.l.f. as a favorite among young, diverse demographics who value both quality and affordability. By leveraging its strong digital presence and adept social media marketing, e.l.f. has been able to engage directly with its customers, fostering a loyal community and ensuring that its products remain relevant and desired in a highly competitive market.

e.l.f. Beauty's business model thrives on innovation and agility, with the company consistently updating its product lines to reflect emerging trends and consumer preferences. Its operations are optimized for speed, allowing e.l.f. to bring new products from concept to shelf faster than many of its competitors. The brand capitalizes on its direct-to-consumer e-commerce platform, complemented by strategic partnerships with major retailers like Target and Walmart, which amplify its reach. Furthermore, e.l.f.'s cruelty-free and vegan offerings resonate strongly with an eco-conscious audience that increasingly demands ethical beauty solutions. Through a carefully balanced blend of digital engagement, strategic retail alignments, and a steadfast promise of quality without compromise, e.l.f. Beauty not only continues to thrive but also shapes the future landscape of the beauty industry.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 5, 2025
AI Summary
Q2 2026

Net Sales Growth: e.l.f. Beauty reported Q2 net sales of $344 million, up 14% year-over-year, driven by category-leading performance and the acquisition of Rhode.

Rhode Acquisition: Rhode contributed $52 million to Q2 net sales and is expected to add about $200 million for the year post-acquisition, with annualized sales of approximately $300 million, representing 40% year-over-year growth.

Core Business Dynamics: Organic net sales (excluding Rhode) declined about 3% in Q2, mainly due to a temporary halt in shipments tied to enforcing a $1 price increase; shipment levels have since normalized.

Market Share: The e.l.f. brand grew consumption by 7%, outpacing the category by over three times and gaining 140 basis points of market share in Q2.

Gross Margin Impact: Q2 gross margin was 69%, down 165 basis points from last year, mainly due to higher tariffs, partially offset by the price increase.

Guidance: Full year fiscal '26 guidance expects 18% to 20% net sales growth and adjusted EBITDA of $302–306 million, with Rhode as a key driver; organic net sales growth (excluding Rhode) is projected at 3% to 4%.

Marketing Spend: Marketing and digital spend is planned to increase to 24–26% of net sales for the year, with a heavier allocation in the second half.

International Opportunity: International sales grew 2% in Q2, with ongoing expansion plans, though growth lagged the U.S. due to tough comparisons from last year's Germany launch.

Key Financials
Net Sales
$344 million
Gross Margin
69%
Adjusted EBITDA
$66 million
Adjusted Net Income
$41 million
Adjusted EPS
$0.68 per diluted share
Market Share Gain
140 basis points
Marketing & Digital Spend
23% of net sales (Q2)
Cash on Hand
$194 million
Consumption Growth (e.l.f. brand)
7% in Q2
International Net Sales Growth
2% in Q2
U.S. Net Sales Growth
18% in Q2
Organic Net Sales Growth (Ex-Rhode)
-3% in Q2
Rhode Net Sales (Annualized)
$300 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Tarang P. Amin
Chairman, CEO & President
No Bio Available
Ms. Mandy J. Fields
Senior VP & CFO
No Bio Available
Mr. Scott K. Milsten J.D.
Chief People Officer, Senior VP, General Counsel & Corporate Secretary
No Bio Available
Ms. Kory A. Marchisotto
Senior VP, Chief Marketing Officer & President of Keys Soulcare
No Bio Available
Ms. Kristina Casey Katten
Vice President of Investor Relations
No Bio Available
Ms. Melinda Fried
Head of Corporate Communications
No Bio Available
Ms. Jennie Laar
Senior VP & Chief Commercial Officer
No Bio Available

Contacts

Address
CALIFORNIA
Oakland
570 10th St
Contacts
+15107787787.0
www.elfbeauty.com