Financial Data and Key Metrics - Q2 net sales grew 40% YoY, reaching $69 million in adjusted EBITDA [5] - U S market share increased by 195 basis points in Q2 [5] - International net sales grew 91% in Q2, contributing 21% of total net sales, up from 16% a year ago [6] - Digital consumption trends increased nearly 40% YoY, driving 20% of total consumption in Q2 [8] - Gross margin improved by 40 basis points to 71% in Q2 [34] - Adjusted EBITDA was $69 million, up 15% YoY, with an adjusted EBITDA margin of 23% [36] Business Line Performance - The company's Beauty Squad Loyalty Program now has 5 3 million members, growing at a 30% YoY enrollment rate [8] - e l f holds six of the top 10 new product launches in mass cosmetics and three of the top 10 SKUs across mass and prestige [11] - The company's Power Grip and Halo Glow franchises remain strong, with two of the top three SKUs in the cosmetics category [87] Market Performance - In the U S, e l f is the number one color cosmetics brand in unit share and number two in dollar share [10] - The company expanded into Germany with a launch in 1,600 Rossmann stores, quickly becoming the top cosmetics brand in those stores [7] - e l f also launched in Sephora Mexico, becoming the number one cosmetics brand in that market [30] Strategy and Industry Competition - The company raised its FY2025 guidance to 28%-30% net sales growth, reflecting strong Q2 performance and international momentum [40] - e l f's competitive advantages include its value proposition, innovation, disruptive marketing, and productivity model [14][20][22][27] - The company is expanding into new markets like Dollar General, targeting underserved rural areas [19] Management Commentary on Operating Environment and Future Outlook - Management remains confident in the company's ability to gain market share and drive category growth, despite a slowdown in the color cosmetics category [12] - The company is focused on balancing support for core franchises and new innovations [11] - Management highlighted the company's strong position in the beauty industry, with e l f being one of only four brands to achieve over $850 million in retail sales [13] Other Important Information - The company announced a new $500 million share repurchase program [39] - e l f is transitioning to SAP for its ERP system, with a planned go-live in spring 2025 [73] - The company is investing in infrastructure and distribution capacity to support global demand [38] Q&A Session Summary Question: Marketing Spend and Drug Channel Performance [47] - Management plans to maintain marketing spend at 24%-26% of net sales, citing strong ROI and growth [48] - The company is expanding its presence in the drug channel, with plans to increase space in CVS and Walgreens [49] Question: Market Share Gains and Competitive Strategy [51] - Key drivers of market share gains include the company's value proposition, innovation, and disruptive marketing [52] - The company sees significant growth opportunities in international markets and skincare [54] Question: Dollar General Expansion [55] - The expansion into Dollar General aligns with the company's mission to make beauty accessible, particularly in underserved rural areas [55] - The company is not modifying its product assortment for Dollar General, bringing its best products to the channel [96] Question: Tariffs and Supply Chain [57] - The company has a playbook to manage potential tariffs, including cost savings, pricing adjustments, and supply chain diversification [58][59] - Tariffs are not expected to impact FY2025 results [61] Question: Guidance Approach [63] - The company is prioritizing consistency in guidance delivery over the magnitude of top-line beats and raises [63] Question: International Growth and Inventory [108][112] - International growth remains strong, with consistent performance across markets [109] - Inventory levels are higher due to earlier ownership of goods from China and global distribution needs, with no risk of obsolescence [114][115] Question: NATURIUM Performance [118] - NATURIUM is performing well at Ulta Beauty, with plans for further distribution expansion in the U S and internationally [118]

E.l.f. Beauty (ELF) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 71.11%. A quarter ago, it was expected that this cosmetics company would post earnings of $0.83 per share when it actually produced earnings of $1.10, delivering a surprise of 32.53%.Over the last four quarters, the c ...

Exhibit 99.1 E.L.F. BEAUTY e.l.f. Beauty Announces Second Quarter Fiscal 2025 Results – Delivered 40% Net Sales Growth – – e.l.f. Cosmetics Gained 195 Basis Points of U.S. Market Share – – Raises Fiscal 2025 Outlook – OAKLAND, California; November 6, 2024 — e.l.f. Beauty (NYSE: ELF) today announced results for the three and six months ended September 30, 2024. "Q2 marked another quarter of consistent, category-leading growth. In Q2, we delivered 40% net sales growth, fueled by 195 basis points of market sha ...

E.l.f. Beauty raised its full-year guidance on Wednesday after posting a 40% growth in sales. Shares of the company rose nearly 20% in after-hours trading.The cosmetics retailer's earnings came in well ahead of expectations on the top and bottom lines and it now expects sales to be between $1.32 billion and $1.34 billion during fiscal 2025, ahead of the $1.30 billion analysts had expected, according to LSEG. Here's how E.l.f. did in its second fiscal quarter compared with what Wall Street was anticipating, ...

Group 1: Amazon - Amazon is a leading player in e-commerce and artificial intelligence, with a stock increase of 31% this year, and 63 out of 67 analysts recommend it as a buy [1] - Despite its potential, Amazon's growth may slow due to its already large size, making it harder to double or triple its business compared to its early days [2] - Amazon's revenue growth for the past four quarters has been 14%, 13%, 10%, and 11% respectively [7] Group 2: e.l.f. Beauty - e.l.f. Beauty has rapidly grown in the cosmetics industry, moving from the No. 5 to the No. 2 spot in mass cosmetic brand dollar share, with a 45% increase in its skincare business while the overall industry grew by only 1.2% [5] - In the fiscal first quarter of 2025, e.l.f. reported a 50% year-over-year sales increase and a gross margin expansion of 0.8 percentage points to 71% [6] - e.l.f.'s revenue growth for the past four quarters has been significantly higher than Amazon's, with rates of 76%, 85%, 77%, and 50% respectively [7] - e.l.f. stock trades at a forward one-year P/E ratio of 25, which is cheaper than Amazon's 33, indicating potential for growth [8] Group 3: Revolve Group - Revolve has utilized an AI-based platform and a strong social media presence to position itself as a contender in the fashion industry [9] - In the second quarter, Revolve experienced a 3% year-over-year sales increase and more than doubled its net income compared to the previous year [11] - Revolve's active customer base grew by 5% year-over-year, and average order value increased by 2% [11] - The company has implemented strategies to reduce return rates, which positively impacts future sales [12] - Revolve's stock trades at a forward one-year P/E ratio of 36, slightly higher than Amazon's, reflecting its growth potential [15]

Investors shouldn't overlook this rapidly growing cosmetics company.e.i.f. Beauty (ELF -2.02%) has evolved into one of the world's fastest-growing cosmetics companies in the two decades since its founding. The American underdog, which went public eight years ago, carved out a niche by targeting younger shoppers with affordable products, online sales, and savvy social media campaigns. It also sold its products at more brick-and-mortar retailers, acquired smaller companies, and expanded internationally.If you ...

This non-tech stock might not be on your radar, but if you like growth stocks, it should be.Tech stocks are the undisputed leaders of growth stocks, but it would be a shame for investors to miss other growth stocks out there because they're not looking in all the right places. If you wear makeup, there's an amazing stock that could be literally under your nose: e.l.f. Beauty (ELF -2.02%). If you don't wear makeup, tear yourself away from computer chips for a moment to take a look.Wall Street doesn't always ...

Wall Street expects a year-over-year decline in earnings on higher revenues when e.l.f. Beauty (ELF) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on November 6, 2024, might help the stock move higher if these key numbers are better tha ...

The brand is gaining market share in cosmetics, but a weak sales environment creates uncertainty heading into the next earnings report.Cosmetics retailer e.l.f. Beauty (ELF -0.29%) has been one of the fastest-growing consumer brands in recent years. The stock has tripled over the past three years following the company's rapid expansion in a growing cosmetics market. But 2024 has been challenging for many retailers, as stubbornly high inflation and other macroeconomic headwinds hurt consumer spending.Investo ...

Is e.l.f. Beauty stock too cheap to pass up right now?Buying a top growth stock on weakness can result in fantastic gains for long-term investors. The key is to understand why a stock may be struggling. If it's due to market or industry-related factors, and the underlying business remains in solid shape, it can be an optimal time to invest in a struggling stock.One growth stock that's been under pressure in recent months is e.l.f. Beauty (ELF 1.54%). Although the company has been posting strong results, it' ...