e.l.f. Beauty (ELF) Q4 2025 Earnings Call May 28, 2025 04:30 PM ET Company Participants None - ExecutiveTarang Amin - Chairman and CEOMandy Fields - SVP & CFOOliver Chen - Managing Director - Retail, Luxury, New Platforms Sector HeadDara Mohsenian - Managing Director - US Beverage/Household Products SectorsJonna Kim - DirectorSydney Wagner - Equity Research Senior Associate - Beauty & Personal CareBonnie Herzog - Managing Director Conference Call Participants Susan Anderson - Managing Director & Senior Ana ...

e.l.f. Beauty (ELF) Q4 2025 Earnings Call May 28, 2025 04:30 PM ET Company Participants None - ExecutiveTarang Amin - Chairman and CEOMandy Fields - SVP & CFOOliver Chen - Managing Director - Retail, Luxury, New Platforms Sector HeadDara Mohsenian - Managing Director - US Beverage/Household Products SectorsJonna Kim - DirectorSydney Wagner - Equity Research Senior Associate - Beauty & Personal CareBonnie Herzog - Managing Director Conference Call Participants Susan Anderson - Managing Director & Senior Ana ...

Financial Data and Key Metrics Changes - In fiscal 2025, the company achieved a net sales growth of 28% and adjusted EBITDA growth of 26% [2][35] - Q4 net sales grew 4% year over year, following a 71% growth in Q4 of the previous year [32] - Adjusted net income for Q4 was $45 million, or $0.78 per diluted share, compared to $31 million, or $0.53 per diluted share a year ago [34] Business Line Data and Key Metrics Changes - The company is the number one brand in the U.S. by unit share in cosmetics and has seen significant growth in skincare with e.l.f. Skin and Naturium [9][46] - International net sales grew 60% in fiscal 2025, with total international sales reaching $250 million, representing nearly 20% of total sales [15][36] - The company expanded its market share in the U.S. mass cosmetics and skincare sectors, achieving new highs [35] Market Data and Key Metrics Changes - The company gained 190 basis points of market share in the U.S. and 270 basis points in the UK during fiscal 2025 [2][35] - In Q4, U.S. net sales grew 1% year over year, while international sales grew 19% [32][33] - The company’s household penetration in the U.S. grew almost 400 basis points compared to the previous year [6] Company Strategy and Development Direction - The company plans to mitigate tariff impacts through pricing adjustments, supply chain optimization, and business diversification [12][14] - The acquisition of Rhode is seen as a unique opportunity to enhance growth and innovation in the beauty industry [47][61] - The company aims to maintain a strong focus on share gains in the U.S. and expanding its international business [38][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company’s ability to continue gaining market share despite tariff uncertainties [30][66] - The company is not providing a fiscal 2026 outlook due to the broad range of potential tariff outcomes [11][38] - Management noted that consumption trends in Q1 are better than in Q4, with positive growth in various channels [39][66] Other Important Information - The company ended fiscal 2025 with $149 million in cash, up from $108 million the previous year, and generated approximately $115 million in free cash flow [37] - The company plans to implement a $1 price increase across its entire product assortment globally, effective August 1 [12][100] - The company’s marketing and digital investment for Q4 was 23% of net sales, down from 34% the previous year [34] Q&A Session Summary Question: Can you provide insights on Q1 performance and Dollar General? - Management indicated that Q1 performance is strong, with Dollar General exceeding expectations and gaining market share [68] Question: Can you elaborate on the Road acquisition and its integration? - The Road brand will continue to operate independently from Los Angeles, with plans for global expansion and a focus on the Sephora rollout [70][72] Question: What are the expected impacts of tariffs in Q1? - Management confirmed that tariff impacts will start in Q1, with no pricing adjustments in effect during that period [94] Question: How will the pricing increase affect sales? - The company anticipates a positive community response to the $1 price increase, with expectations of maintaining market share [102] Question: What are the growth opportunities for Road? - The Road brand has significant growth potential, with plans to expand its product assortment and leverage e.l.f.'s marketing capabilities [110]

E.l.f. Beauty announced on Wednesday plans to acquire Hailey Bieber's beauty brand Rhode in a deal worth up to $1 billion as the cosmetics company looks to expand further into skincare. The acquisition – E.l.f.'s biggest ever, according to FactSet – is comprised of $800 million in cash and stock, plus an additional potential $200 million payout based on Rhode's performance over the next three years. The deal is expected to close in the second quarter of the company's fiscal 2026 — or later this year."I've b ...

Canaccord Genuity analyst Susan Anderson reiterated the Buy rating on e.l.f. Beauty ELF with a price forecast of $105.On May 23, the firm disclosed via social media its plan to increase prices by $1 starting August 1, attributing the decision to the current tariff environment.According to Anderson, this development should be viewed positively, as it suggests the company’s tariff impact is ‘manageable’ using its existing strategy while continuing to provide affordable, high-quality products.Also Read: ‘Big S ...

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The most recent trading session ended with e.l.f. Beauty (ELF) standing at $77.15, reflecting a -1.36% shift from the previouse trading day's closing. This change lagged the S&P 500's daily gain of 0.1%. Meanwhile, the Dow experienced a drop of 0.21%, and the technology-dominated Nasdaq saw an increase of 0.72%.Prior to today's trading, shares of the cosmetics company had gained 49.91% over the past month. This has outpaced the Consumer Staples sector's loss of 1.24% and the S&P 500's gain of 9.86% in that ...

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against e.l.f. Beauty, Inc. due to a class action complaint alleging breaches of fiduciary duties by the company's board of directors [1][2] Group 1: Allegations and Financial Misconduct - The complaint alleges that e.l.f. Beauty made false and misleading statements to the market, inflating revenue and other financial metrics over multiple quarters to maintain investor confidence [2] - The company reportedly faced rising inventory levels, which it falsely attributed to changes in sourcing, leading to materially misleading public statements throughout the class period [2] Group 2: Class Action Details - The class action complaint was filed on March 6, 2025, with a class period from November 1, 2023, to November 19, 2024 [1] - Investors suffered damages when the market became aware of the truth regarding e.l.f. Beauty's financial situation [2]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about e.l.f. Beauty (ELF) .e.l.f. Beauty currently has an average broke ...

Core Viewpoint - e.l.f. Beauty, Inc. is facing a class action lawsuit due to allegations of misrepresentation of financial information, which led to significant investor losses during the specified class period from November 1, 2023, to November 19, 2024 [1][3]. Group 1: Legal Action and Investor Rights - Investors who purchased e.l.f. Beauty securities during the class period are encouraged to file a lead plaintiff motion by May 5, 2025 [1]. - The Portnoy Law Firm is offering complimentary case evaluations to discuss options for recovering losses incurred by investors [2][4]. Group 2: Allegations Against e.l.f. Beauty - The complaint claims that e.l.f. Beauty inflated its revenue and financial metrics to maintain investor confidence, which was misleading [3]. - The company reportedly misattributed rising inventory levels to changes in sourcing, further contributing to the misleading public disclosures [3]. - The revelation of the truth regarding e.l.f. Beauty's financial practices resulted in significant losses for investors [3].