NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC ("KSF†), announces that KSF has commenced an investigation into e.l.f. Beauty, Inc. ("ELF†or the "Company†) (NYSE: ELF). On November 20, 2024, Muddy Waters Research reported a myriad of allegations against the Company, including that: (i) it had materially overstated revenue over the past three quarters; (ii) in Q2 FY24, it realized. ...

I like finding bargains. Of course, finding a good investing deal is more complicated than finding a bargain at the store. But good bargain stocks exist. In my view, cosmetics company e.l.f. Beauty (NYSE: ELF), cybersecurity specialist Rubrik (NYSE: RBRK), and website pioneer GoDaddy (NYSE: GDDY) are three bargain stocks for 2026 and beyond. Allow me to give a brief investment thesis for each one. Will AI create the world's first trillionaire? Our team just released a report on the one little-known compan ...

An updated edition of the Dec. 18, 2025, article.The U.S. beauty and cosmetics industry remains one of the more resilient segments within the consumer products space, offering a defensive growth profile even amid uneven economic cycles. Even during periods of softer spending, demand for skincare, fragrance and color cosmetics has shown stability. Consumers may moderate big-ticket purchases, but smaller indulgences in beauty tend to persist, providing companies with a relatively steady revenue base.Structura ...

Core Insights - e.l.f. Beauty is recognized as a category disruptor in the beauty industry, holding the 1 brand by unit share in U.S. color cosmetics and three of the fastest-growing skin care brands [1] - The company has made significant progress since its last presentation, continuing to gain market share with its core e.l.f. brand and successfully acquiring the Rhode brand, which has become the 1 brand in Sephora North America [1] - e.l.f. Beauty has substantial growth potential both domestically and internationally across its brand portfolio, indicating a strong outlook for future initiatives [1]

e.l.f. Beauty (NYSE:ELF) 2026 Conference February 19, 2026 04:00 PM ET Company ParticipantsKory Marchisotto - CMOMandy Fields - CFOTarang Amin - Chairman and CEONone - Video NarratorOperatorGood afternoon, everyone. It's my pleasure to welcome e.l.f. Beauty back to CAGNY. They are a category disruptor in beauty, owning the number one brand by unit share in U.S. color cosmetics and three of the fastest-growing skincare brands. The company has been busy since the last time they were on the CAGNY stage. They c ...

IT'S AN WORLD AFTER ALL CHAIRMAN & CHIEF EXECUTIVE OFFICER TARANG AMIN As a reminder, this presentation contains forward-looking statements that are based on management's expectations – including those relating to the category trends and longer-term outlook – and are subject to known and unknown risks and uncertainties, and therefore, actual results may differ materially. Important factors that may cause actual results to differ are detailed in the company's SEC filings. In addition, the company's presentat ...

Core Viewpoint - The investment community is divided on whether to maintain cash reserves for opportunistic investments, but recent market conditions have allowed for new investments, particularly in e.l.f. Beauty, which shows promising growth potential [1][2]. Company Overview - e.l.f. Beauty is a consumer discretionary company that has gained attention due to its strong growth rate and popularity among consumers, particularly for its affordable beauty products [3][5]. - The company expects to grow its fiscal 2026 net sales by at least 22% year over year, with current net sales up 21% after three quarters [5]. Pricing Strategy - On August 1, e.l.f. Beauty raised its prices by approximately 15%, yet its products remain about 20% cheaper than competing mass-market brands, maintaining its position as a low-cost leader [6]. Financial Performance - e.l.f. Beauty has a market capitalization of $4.8 billion and a gross margin of 65.91%. However, profits have declined due to tariffs affecting its gross margin and the recent $1 billion acquisition of beauty brand rhode [8]. - Despite the profit decline, e.l.f. Beauty is still achieving double-digit top-line growth and navigating macroeconomic challenges while delivering profits according to GAAP [9]. Valuation Insights - The stock has seen a significant drop from its highs and currently trades at a price-to-earnings (P/E) ratio of 42, which is below its average valuation since early 2022, indicating potential for future valuation improvement if profits normalize [9][11]. Investment Rationale - e.l.f. Beauty is viewed as a growing business that generates profits and trades at a supportive valuation, making it an attractive investment opportunity for the long term [12].

Core Viewpoint - e.l.f. Beauty Inc. is identified as a high-risk, high-reward growth stock, with recent adjustments to its target price reflecting a cautious outlook on future revenue growth despite strong current performance [1][5]. Financial Performance - e.l.f. Beauty reported a 38% year-over-year growth in net sales for Q3-FY2026, primarily driven by the successful launch of its "rhode" brand, which contributed 36 percentage points to this growth [2]. - The remaining 2 percentage points of growth were attributed to price increases in existing product lines, indicating a lack of organic volume growth [2]. Future Guidance - The company has revised its full-year net sales guidance to a range of $1,600 million to $1,612 million, up from the initial outlook of $1,550 million to $1,570 million, representing an expected average growth of 18.0% to 19.5% year-over-year for the fiscal year [3]. - e.l.f. anticipates that the "rhode" brand will contribute approximately $260 million to $265 million in revenue [3].

Core Insights - Emerging brands are showing strong competitive positioning that can lead to long-term growth opportunities [1] - Identifying these brands early can uncover significant investment potential, despite the volatility in their stock prices [1] E.l.f. Beauty - E.l.f. Beauty has seen a stock decline of 67% but continues to be a leading cosmetics brand with a strategy focused on premium products at competitive prices [4][6] - The company has grown its trailing-12-month revenue from $578 million to $1.52 billion over the past three years, indicating strong growth [5] - In the recent quarter, net sales increased by 38% year over year to $489 million, despite a challenging consumer spending environment [8] - E.l.f. Beauty's market cap is currently $4.4 billion, with a forward price-to-earnings (P/E) multiple of 24, which is considered reasonable for a fast-growing brand [8] On Holding - On Holding's stock has decreased by 29% from recent highs, but the brand shows significant growth potential with a 35% year-over-year sales increase on a constant-currency basis [9] - The company has a market cap of $15 billion and a forward P/E of 26, which is attractive given its sales and earnings growth exceeding 30% year over year [13] - On Holding maintains strong pricing power, indicating a durable brand that can sustain premium pricing without resorting to discounts [11][12]

Core Insights - e.l.f. Beauty, Inc. reported a 38% increase in quarterly net sales, reaching $489.5 million, driven by growth in retailer and e-commerce channels both in the US and internationally [1][3] - The company's gross margin declined by approximately 30 basis points to 71%, primarily due to increased tariff costs, although this was somewhat offset by pricing and product mix benefits [2] - e.l.f. Beauty raised its FY 2026 outlook, expecting net sales growth of approximately 22% to 23% year-over-year, up from a previous estimate of 18% to 20%, with Rhode expected to contribute around $260 million to $265 million in net sales for FY 2026, an increase from the prior expectation of $200 million [3] Analyst Ratings - JPMorgan analyst Andrea Teixeira increased the price target for e.l.f. Beauty shares to $105 from $103 while maintaining an "Overweight" rating [4]