e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. The company offers eye, lip, face, paw, and skin ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $0.84 · Revenue $532.22M · 14 analysts
Est. EPS $0.47 · Revenue $485.31M · 8 analysts
Est. EPS $3.61 · Revenue $1.96B · 11 analysts
Est. EPS $1.17 · Revenue $527.00M · 6 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.6B | +24.6% | +6.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $26.3M | -76.5% | +234.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +70.7% | -0.7% | +14.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +8.0% | -33.3% | +1212.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.6% | -81.2% | +226.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $190.1M | +64.8% | +9.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.6% | +32.3% | +2.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 81.1% | +97.1% | -2.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.35x | -23.1% | +8.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.4B | +91.8% | +2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.44 vs 3.10 | -85.8% | 1.12 vs 0.84 | +33.3% |
| Revenue Surprise | $1.6B vs $1.6B | +1.5% | $479.4M vs $532.2M | -9.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Daniele Tiffany F. | director | Common Stock, $0.01 par value | A | 1,421 | — |
| Aug 20, 2026 | Watson Maureen C. | director | Common Stock, $0.01 par value | A | 1,939 | — |
| Aug 20, 2026 | FARRELL MATTHEW | director | Common Stock, $0.01 par value | A | 1,421 | — |
| Aug 20, 2026 | Ferreras Maria | director | Common Stock, $0.01 par value | A | 1,909 | — |
| Aug 20, 2026 | Keith Lori | director | Common Stock, $0.01 par value | A | 1,985 | — |
Kristina Casey Katten: Thank you for joining us today to discuss e.l.f. Beauty's First Quarter fiscal '27 results. I'm KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer; and Mandy Fields, Senior Vice President and Chief Financial Officer. We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our website at investor.elfbeauty.com. Since many of our remarks today contain forward-looking statements, please refer to our earnings release and reports filed with the SEC, where you'll find factors that could cause actual results to differ materially from these forward-looking statements. In addition, the company's presentation today includes information presented on a non-GAAP basis. Our earnings release contains reconciliations of the differences between the non-GAAP presentation and the most directly comparable GAAP measure. With that, let me turn the webcast over to Tarang. Tarang Amin: Thank you, KC, and good afternoon, everyone. I'm proud of the e.l.f. Beauty team for achieving another quarter of industry-leading results. In Q1, we grew net sales 36% and delivered our 30th consecutive quarter of net sales growth. That's over 7 continuous years of net sales growth. We're 1 of only 6 public consumer companies out of 516 that has grown for 30 straight quarters and averaged at least 20% net sales growth per quarter. This consistent category-leading growth is a testament to the strength of our team, strategy and portfolio of brands. With the momentum we're seeing, we're raising our fiscal '27 outlook to 18% to 20% net sales growth as compared to 12% to 14% previously. We have strength across our diversified portfolio of brands. For context, out of approximately 1,800 cosmetics and skin care brands tracked by Nielsen, only 14 have surpassed $200 million in retail sales. We have 4 brands to surpass this threshold, each built on the same winning combination, value proposition, powerhouse innovation and disruptive marketing engine. e.l.f. Cosmetics holds the #1 rank in unit share and #2 in dollar share. e.l.f. SKIN has risen from the #25 mass skin care brand a few years ago to the #11 brand. Naturium is the fastest-growing skin care brand among the top 50. And rhode, the breakthrough beauty brand founded by Hailey Bieber, continues its outstanding growth. We believe rhode could be the fastest beauty brand to achieve $1 billion in net sales. As e.l.f. Beauty scales towards $2 billion in net sales, we believe the continued diversification of our business across brands, categories, channels and supply chain positions us well for the next chapter of growth. Over the past 3 years, we've grown non- e.l.f. sales from less than 1% to over 30%. Skin care from 10% to nearly 25% and digital penetration from 18% to 30%. I'm also proud of the incredible work the team has done to further diversify our supply chain. Just a …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Tarang Amin | Chairman, Chief Executive Officer & President | USD 1,434,500 | Male | 1965 | Active |
Mandy J. Fields | Senior Vice President & Chief Financial Officer | USD 707,000 | Female | 1981 | Active |
Josh Franks | Senior Vice President & Chief Operating Officer | USD 656,500 | Male | 1979 | Active |
Kory A. Marchisotto | President of e.l.f. Brands | USD 656,500 | Female | 1977 | Active |
Scott K. Milsten | Chief People Officer, Senior Vice President, General Counsel & Corporate Secretary | USD 656,500 | Male | 1970 | Active |
Kristina Casey Katten | Vice President of Investor Relations | — | Female | — | Active |
Jennie Laar | Senior Vice President & Chief Commercial Officer | — | Female | 1970 | Active |
Melinda Fried | Head of Corporate Communications | — | Female | — | Active |
Oshiya Savur | Chief Marketing Officer, e.l.f. Brands | — | Female | — | Active |
Ekta Chopra | Chief Technology & AI Officer | — | Female | — | Active |
e.l.f. Cosmetics and e.l.f. SKIN, brands from e.l.f. Beauty (NYSE: ELF), and Bubble are joining forces on a limited-edition collection shaped by their respectiv
OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Cosmetics and e.l.f. SKIN, brands from e.l.f. Beauty (NYSE: ELF), and Bubble are joining forces on a limited-edition collection shaped by their respective community-loved holy grails. Two brands that share space on shelves, in carts and in the hearts of their communities are blurring the lines between skincare and makeup to create a skincare-makeup hybrid collection that brings together the best of e.l.f. and Bubble. And there's another co-creator in thi.
e.l.f. Beauty's fiscal first-quarter sales are likely to climb 20.3% as rhode and skincare momentum offset softer organic sales and profitability pressure.
In the latest trading session, e.l.f. Beauty (ELF) closed at $82.26, marking a +1.68% move from the previous day.
e.l.f. Beauty Inc (NYSE:ELF) is expected to report a strong fiscal first-quarter performance when it releases results on August 5, though investors are likely to remain focused on management's outlook for consumer demand and whether the company maintains its full-year guidance.
