e.l.f. Beauty (ELF 4.17%) shareholders have been on a rollercoaster ride over the past few years. The emerging makeup and skincare brand has been stealing market share from industry incumbents thanks to its affordable price points and its social media-savvy marketing strategy. Shares began soaring in mid-2022, gaining more than 700% by the time they reached the peak in mid-2024.Unfortunately, roller coasters don't just go up. Since hitting its peak, e.l.f. stock has tumbled about 66%. While the stock is sti ...

e.l.f. Beauty (NYSE: ELF ) has had strong sales growth, market share gains, and earnings growth in the past few years due to its ability to sell prestige quality makeup and skincare at a fraction of theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ELF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...

e.l.f. Beauty (NYSE: ELF ) was overvalued for much of 2023 and 2024 and has now returned to the real world. In terms of multiples, e.l.f. is therefore trading well below the average of the last few years and moreMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these c ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 _______________________________________________________________ FORM 10-Q _______________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from ______ to ______ Commission F ...

Shares of cosmetics company e.l.f. Beauty (ELF -19.48%) were crushed on Friday after the company reported financial results for its third quarter of 2025. As of 2:30 p.m. ET today, e.l.f. Beauty stock was down 19%. That was slightly better than the 28% it was down earlier in the day, but it was a painful drop nonetheless.The growth is suddenly goneE.l.f. Beauty stock is now down nearly 70% from its all-time high and down over 40% year to date, so allow me to cut to the chase of the problem: Management said ...

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

Here's our initial take on e.l.f. Beauty's (ELF -19.43%) fiscal third-quarter financial report.Key MetricsMetricQ3 FY 2024Q3 FY 2025Changevs. ExpectationsTotal revenue$270.9 million$355.3 million+31%BeatAdjusted earnings per share$0.74$0.740%MissedGross margin70.85%71.29%+0.44 ppn/aAdjusted EBITDA$59.1 million$68.7 million+16%n/ae.l.f. Leaves Profit-Hungry Investors Unsatisfiede.l.f. Beauty's fiscal third-quarter financial report featured two general themes that gave investors conflicting signals. On one ha ...

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KEY TAKEAWAYSE.l.f. Beauty shares are sinking around 26% in premarket trading, a day after the cosmetics retailer lowered its outlook for its fiscal full year following soft sales in January. The retailer said it now expects full-year sales of between $1.3 billion and $1.31 billion, below the $1.315 billion to $1.335 billion it had forecast earlier.Shares in E.l.f. Beauty have lost almost half their value in the year through Thursday. E.l.f. Beauty (ELF) shares are sinking around 26% in premarket trading, a ...

Financial Data and Key Metrics Changes - In Q3, the company achieved a net sales growth of 31% year-over-year, following an 85% growth in the same quarter last year [39][88] - Adjusted EBITDA for Q3 was $69 million, representing a 16% increase compared to the previous year [42][91] - Gross margin for Q3 was 71%, up approximately 40 basis points from the prior year, driven by favorable foreign exchange impacts and cost savings [41][90] - Adjusted net income remained stable at $43 million or $0.74 per diluted share, consistent with the previous year [43][92] Business Line Data and Key Metrics Changes - Digital consumption trends increased nearly 30% year-over-year, contributing 24% of total consumption in Q3 [15][64] - In color cosmetics, the company grew 16% in tracked channels, while the overall category declined by 5%, resulting in a 220 basis point market share increase [18][67] - The skincare segment has seen significant growth, with e.l.f. Skin becoming a top ten skincare brand, holding about 2% market share [25][72] Market Data and Key Metrics Changes - International net sales grew 66% in Q3, contributing 20% of total net sales, up from 15% a year ago [26][74] - The company achieved a top three ranking in new markets launched, including Germany and Mexico, reflecting strong global brand demand [75][76] Company Strategy and Development Direction - The company remains focused on four key growth areas: digital, color cosmetics, skincare, and international expansion [14][63] - The strategy includes leveraging a digitally native brand approach and enhancing the loyalty program, which has surpassed 5.6 million members [17][65] - The company aims to double its market share in the coming years, particularly in color cosmetics [19][67] Management's Comments on Operating Environment and Future Outlook - Management noted softer consumption trends at the start of calendar 2025, attributing this to a decline in the beauty category and external factors affecting consumer attention [10][60] - The outlook for Q4 has been adjusted to a net sales growth of -1% to +2%, reflecting cautious expectations based on current trends [13][62] - Despite the challenges, management remains confident in the company's ability to deliver market-leading growth and share gains [14][63] Other Important Information - The company ended Q3 with $74 million in cash and a strong liquidity position, with less than one times leverage in terms of net debt to adjusted EBITDA [44][93] - The adjusted EBITDA outlook for fiscal 2025 has been revised to between $289 million to $293 million, down from previous estimates due to foreign currency losses and a lowered top-line outlook [50][99] Q&A Session Summary Question: Guidance and January Trends - A participant inquired about the guidance and the duration of the observed slowdown in January, seeking clarity on whether the trends would improve in the coming months [104] - Management responded that the January decline was influenced by a promotional hangover and reduced social conversation, but they expect improvements as marketing activations ramp up [106][110] Question: International Market Trends - Another question focused on the performance of international markets and whether there were any slowdowns similar to the US [111] - Management highlighted a 66% growth in international sales and maintained a strong growth profile in new markets, indicating no significant slowdowns [112][114] Question: US Consumption and Channel Performance - A participant asked for details on US consumption trends and the impact of pipeline shipments on growth [118] - Management confirmed that Q3 consumption finished strong at about 12% but noted a decline in January, embedding cautious assumptions in their guidance [120][122]