Core Insights - e.l.f. Beauty is launching the next episode of its film series "Show Yourse.l.f." featuring Jess Carter, a professional soccer player, highlighting her journey in women's soccer [1] - The series aims to inspire the next generation of athletes by showcasing stories of overcoming obstacles and achieving greatness [1] Company Initiatives - The film series is part of e.l.f.'s commitment to purpose-driven content, aligning with its brand values [1] - By focusing on influential figures like Jess Carter, e.l.f. Beauty seeks to enhance its brand image and connect with a broader audience [1]

Sep 24, 2025 5:02 PM Eastern Daylight Time ADDING MULTIMEDIA e.l.f. Cosmetics is Back- of-Shirt Sponsor for Women's and Men's Tottenham Hotspur Teams in September 24 Matches Share Same-day support highlights e.l.f.'s continued commitment to stand with EVERY eye, lip and face e.l.f. Cosmetics is putting the capital E in Every eye, lip and face as it expands its partnership with Tottenham Hotspur Football Club for the Carabao Cup competition. OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Cosmetics, a brand from e. ...

Group 1 - e.l.f. Cosmetics is expanding its partnership with Tottenham Hotspur Football Club for the Carabao Cup competition [1] - Tottenham Hotspur Women will face Aston Villa at 7:00 PM BST, while the Men's team will play against Doncaster at 7:45 PM BST, both teams featuring the e.l.f. name on their kits [1] - This partnership aims to enhance brand visibility and engagement through high-profile sporting events [1]

Core Viewpoint - The acquisition of Rhode by e.l.f. Beauty is expected to significantly enhance the company's market position and growth potential in the cosmetics industry, particularly through increased distribution and product expansion opportunities [3][5][12]. Company Overview - e.l.f. Beauty has successfully gained substantial market share in the mass cosmetics category, resonating well with younger consumers and expanding its retail presence [2]. - The company has seen its stock price more than double since earlier purchases, indicating strong market confidence following the acquisition of Rhode [3]. Acquisition Details - The acquisition of Rhode, valued at $1 billion, closed in August and is seen as a transformative move for e.l.f. Beauty, providing access to a high-end skincare brand with impressive sales of $212 million in under three years [5][6]. - Rhode's brand, backed by celebrity Hailey Bieber, has only a limited product range, presenting significant opportunities for e.l.f. to expand its offerings [7]. Distribution Strategy - Distribution gains are identified as a critical growth driver for consumer products, and e.l.f. is poised to leverage its existing strengths in influencer marketing to promote the Rhode brand [8][11]. - Rhode has already begun entering Sephora stores, with plans to expand into U.K. locations and potentially other retailers like Ulta Beauty and Target, which could further enhance its market presence [9][10]. Financial Outlook - e.l.f. Beauty's stock is currently trading at a forward price-to-earnings (P/E) ratio of 42, with a price/earnings-to-growth (PEG) ratio of 0.5, suggesting that the stock may be undervalued given its growth prospects [12].

Group 1 - e.l.f. Beauty, Inc. (NYSE:ELF) has experienced a significant surge in stock value, prompting discussions about its investment potential and associated risks, particularly concerning China [1][2] - The company develops and markets a range of cosmetics and skincare products under various brands, including e.l.f. Cosmetics and e.l.f. Skin [2] - Concerns were raised about the stock's recent parabolic move, with suggestions to consider trimming positions rather than buying more at this time [1] Group 2 - While e.l.f. Beauty is recognized for its investment potential, there are opinions that certain AI stocks may offer greater upside potential with less downside risk [3] - The article hints at the possibility of undervalued AI stocks benefiting from current market trends, suggesting a shift in focus for investors [3]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in relation to investments and financial instruments [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Group 1: Stock Performance - e.l.f. Beauty closed at $146.11, with a +1.98% change from the previous day, outperforming the S&P 500's daily loss of 0.1% [1] - Over the past month, e.l.f. Beauty shares gained 19.57%, while the Consumer Staples sector lost 2.31% and the S&P 500 gained 2.57% [1] Group 2: Earnings Expectations - Analysts expect e.l.f. Beauty to report earnings of $0.61 per share, reflecting a year-over-year decline of 20.78% [2] - The consensus estimate for revenue is $368.95 million, which represents a 22.54% increase from the prior-year quarter [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of $3.54 per share and revenue of $1.65 billion, indicating changes of +4.42% and +25.97% respectively from last year [3] Group 4: Analyst Estimate Revisions - Recent modifications to analyst estimates for e.l.f. Beauty indicate changing near-term business trends, with positive revisions suggesting analyst optimism [4] Group 5: Zacks Rank and Performance - The Zacks Rank system, which assesses estimate changes, currently ranks e.l.f. Beauty at 3 (Hold), with a 1.3% upward shift in the consensus EPS estimate over the past month [6] Group 6: Valuation Metrics - e.l.f. Beauty has a Forward P/E ratio of 40.48, significantly higher than its industry's Forward P/E of 15.67 [7] - The company has a PEG ratio of 2.63, compared to the Cosmetics industry's average PEG ratio of 1.42 [7] Group 7: Industry Context - The Cosmetics industry, part of the Consumer Staples sector, ranks in the bottom 17% of all industries according to the Zacks Industry Rank [8]

Company Overview - e.l.f. Beauty has agreed to acquire rhode, a beauty brand founded by Hailey Bieber, known for high-performance, skin-focused products, marking a strategic move to enhance its portfolio and capitalize on consumer trends [1] - Bank of America (BofA) Securities has raised the price forecast for e.l.f. Beauty from $135 to $160, reflecting a positive outlook on sales growth driven by a strong brand launch at rhode [2] Sales and Financial Performance - BofA has adjusted fiscal 2026 sales growth for e.l.f. Beauty to +26% from +25%, anticipating better-than-expected elasticities and contributions from rhode [2] - The fiscal second quarter is expected to see a sales contribution from rhode of $44 million, up from a prior estimate of $42 million, indicating improving trends for e.l.f. Beauty [3] Market Position and Trends - Rhode is noted as Sephora's largest brand launch in North America to date, with expectations for faster replenishment benefiting e.l.f. Beauty in the fiscal second quarter [4] - Recent Nielsen data indicates that price hikes on e.l.f. products have largely offset volume declines, with all retailers adopting the increase by mid-to-late August [5] Margin and Growth Outlook - Continued margin pressure is anticipated in the fiscal second quarter due to elasticities, but this is expected to be offset by a stronger product mix and contributions from rhode later in FY26 [5] - Over the long term, sales growth for e.l.f. Beauty is expected to be primarily driven by volume [5] Stock Performance - e.l.f. Beauty's stock has increased by 3.97% to $148.98, reaching a new 52-week high, with a notable 132.68% return over the past six months, indicating strong momentum in the personal products industry [6]

Group 1: Stock Market Overview - U.S. stocks exhibited mixed performance, with the Dow Jones index increasing by over 200 points on Wednesday [1] Group 2: Notable Stock Movements - Lyft, Inc. shares surged by 13.5% to $22.92 following the announcement of an expansion plan with Waymo to Nashville, where Lyft's Flexdrive will manage Waymo's fully autonomous vehicles [1] - New Fortress Energy Inc. saw its shares jump 32.3% to $2.6501 after securing a long-term gas supply agreement with the Puerto Rican government [3] - Oruka Therapeutics, Inc. experienced a 14.1% increase in shares to $17.01 after announcing interim Phase 1 results for ORKA-001 and a $180 million private placement [3] - Robo.ai Inc. shares rose by 12.9% to $1.9190 [3] - Roivant Sciences Ltd. gained 12% to $15.89 after reporting Phase 3 results for brepocitinib in treating a debilitating skin-muscle disease [3] - Opendoor Technologies Inc. shares surged by 11.1% to $9.91 [3] - Gevo, Inc. also gained 11.1%, reaching $2.1089 [3] - Blue Gold Limited saw a 10.5% increase to $11.05 [3] - Workday, Inc. shares surged by 9% to $238.63 after an upgrade from Piper Sandler, raising the price target from $220 to $235 [3] - Parsons Corporation gained 6.9% to $80.64 after being awarded a task order for Indo-Pacific Counter-Nuclear Smuggling System Deployment [3] - e.l.f. Beauty, Inc. shares increased by 4.6% to $149.91, with B of A Securities maintaining a Buy rating and raising the price target from $135 to $160 [3]

Core Idea - The article emphasizes the investment philosophy of Thomas W. Phelps, particularly his book "100 to 1 in the Stock Market," which advocates for buying exceptional companies early, holding them with discipline, and allowing compounding to generate wealth [1][4][6]. Phelps's Investment Framework - Phelps's framework focuses on identifying companies with durable advantages, such as network effects, proprietary know-how, and advantageous cost structures [8]. - The importance of verifying a large addressable market that allows for long-term compounding without hitting a wall is highlighted [8]. - Present-tense profitability is essential; Phelps preferred companies that generate cash rather than speculative ventures [8]. - The article suggests buying companies when their narratives are still forming, favoring modest valuations over those priced for perfection [8]. - A strategy of doing less is recommended, as holding onto winning investments can lead to tax deferral and reduced errors [8]. Current Investment Candidates - The article lists 25 companies that fit Phelps's criteria, categorized by how they create competitive advantages rather than by index labels [9]. - Companies in the construction and infrastructure sector, such as EMCOR Group and Quanta Services, are noted for their execution capabilities and ability to convert backlog into cash [10][11]. - Precision manufacturers like Celestica and Fabrinet are recognized for their high returns on capital and asset-light models [12]. - In network infrastructure, Arista Networks and Super Micro Computer are highlighted for their strong positions in high-speed switching and AI hardware, respectively [13]. - Companies in the materials sector, such as Martin Marietta Materials, are noted for their pricing power and local monopolies [14]. - Engineering firms like WSP Global are recognized for their expertise and customer relationships in regulated markets [15]. - Consumer brands like e.l.f. Beauty and Academy Sports are mentioned for their market share growth and operational efficiency [16]. - Specialty finance companies like FirstCash and software firms like Agilysys are noted for their cash generation and growth potential [17]. - Internationally, utilities like Sabesp and fintechs like StoneCo are highlighted for their governance and profitability improvements [18]. - UK companies like Spectris and Halma are recognized for their consistent acquisition strategies and operational excellence [19]. Conclusion - The article concludes that the focus should be on finding real engines of growth and sizing investments appropriately to endure market volatility, allowing time to enhance value [22].