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' ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last covered e.l.f. Beauty (NYSE: ELF ) on September 1, where I reiterated my “buy” rating based on belief that the company’s robust product innovation, compelling price points, and engaging marketing engine should enable it to gain market share inAmrita runs a boutique family office fund in beautiful Vancouver, where she lead ...

Core Viewpoint - e.l.f. Beauty, Inc. has seen a significant decline in stock price, underperforming compared to the industry and broader market, raising concerns about its future growth potential and valuation [1][3]. Group 1: Stock Performance - e.l.f. Beauty's stock price has dropped 39.2% over the past three months, while the industry declined by 13.9%, contrasting with the Zacks Consumer Staples sector's growth of 4.7% and the S&P 500's rise of 5.6% [1]. - The stock closed at $107.94, reflecting a 51.3% decrease from its 52-week high of $221.83, and is trading below its 50 and 200-day moving averages, indicating potential weakness [2]. Group 2: Valuation and Market Expectations - The company has a forward 12-month P/E ratio of 26.65, which is higher than the industry average of 22.02 and the S&P 500's 22.20, suggesting historically high investor expectations for future growth [3]. - e.l.f. Beauty's Value Score of F indicates concerns regarding its overvaluation, suggesting that the current stock price may not align with its underlying fundamentals [3]. Group 3: Challenges and Market Environment - The company faces macroeconomic headwinds, including inflation and softening consumer spending, which have created a cautious retail environment [5]. - Discretionary items like beauty products are often the first to be affected when consumers tighten their budgets, potentially impacting demand, especially in the color cosmetics segment [6]. Group 4: Competitive Landscape - e.l.f. Beauty competes with major players like The Estee Lauder Companies and Coty, and its market share in essential categories like foundation remains below 2%, indicating a need for deeper market penetration [8]. - The company's expansion into new product categories may slow growth as it competes directly with established brands that have loyal customer bases [8]. Group 5: Financial Outlook - Analysts have revised downward the Zacks Consensus Estimate for EPS over the past 60 days, indicating a more cautious outlook and potential difficulties in reaching profitability targets [10]. - e.l.f. Beauty anticipates tough year-over-year comparisons for its second-quarter results, with adjusted EBITDA margins expected to fall to the low teens due to increased marketing and digital investments [9]. Group 6: Strategic Initiatives - The company is focused on innovation, with recent product launches receiving positive consumer feedback, which underscores its strategy to enhance product offerings and drive growth [11]. - e.l.f. Beauty is expanding its retail presence through partnerships with major retailers like Target and Ulta Beauty, achieving a market share increase from 13% to over 20% at Target [11]. - Significant investments in digital and e-commerce platforms are being made to improve online sales and customer engagement, which are crucial for growth in the competitive digital beauty market [11][12].

These businesses are trading at discounts right now. The bull market has had a variable impact for stocks across a range of industries the last few years. While some companies have ridden the bull market waves, others have retreated or been beaten down by the market at large for one reason or another. Even if you have a more modest amount to invest, say $200, there are still quality businesses begging to be bought in the current environment. Sometimes, these stocks are discounted as fickle investor sentimen ...