Q3 FY 2026 EARNINGS TARANG AMIN CHAIRMAN & CHIEF EXECUTIVE OFFICER Q3 RESULTS FY 2026 OUTLOOK 2 1 +38% NET SALES ADJUSTED EBITDA Q3 FY 2026 +79% CONSECUTIVE QUARTERS OF NET SALES GROWTH 28 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 BARS REPRESENT NET SALES, $ MILLIONS $500M $0 $125M $250M $375M CONSUMER COMPANIES OUT OF 546 THAT HAS GROWN FOR 28 CONSECUTIVE QUARTERS 1 OF FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 6 >20% AVG GROWTH PER QUARTER BARS REPRESENT NET SALES, $ MILLIONS $500M $0 $125M $25 ...

Exhibit 99.1 e.l.f. Beauty Announces Third Quarter Fiscal 2026 Results • Net sales increased 21% to $1,187.2 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally. • Gross margin decreased approximately 124 basis points to 70%, primarily driven by higher tariff costs, partially offset by benefits from pricing and mix. • Selling, general and administrative ("SG&A") expenses increased $122.0 million to $706.9 million. Adjusted SG&A (SG&A excluding the ...

Elf Beauty raised its annual sales and profit forecasts after beating Wall Street estimates for third-quarter results on Wednesday, as demand for its affordable cosmetics stayed strong despite rising economic and tariff uncertainty, sending shares up about 12% after the bell. ...

Shares of cosmetics giant e.l.f. Beauty (NYSE: ELF) stock soared 12% in January, according to data provided by S&P Global Market Intelligence. There were two main drivers: changes in tariffs that could benefit the company and investor sentiment that the stock might be undervalued. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » A cosmetics rockstar E.l.f. ...

e.l.f. Beauty Inc. (NYSE:ELF) Earnings Miss Amid Competitive Landscapee.l.f. Beauty Inc. (NYSE:ELF) is a well-known player in the cosmetics industry, recognized for its affordable beauty products. The company has successfully positioned itself in the market by offering budget-friendly alternatives to high-end and mass-market makeup brands. Despite operating in a non-essential segment of the consumer staples sector, e.l.f. Beauty has shown resilience, consistently growing its quarterly sales for 27 consecuti ...

The cosmetics segment of the consumer staples sector is interesting. The products aren't technically necessities, but sales are still very resilient. E.l.f. Beauty (NYSE: ELF) has positioned itself as a lower-priced alternative to both high-end and mass-market makeup brands. On one hand, that has been a huge positive; on the other hand, it hasn't translated into reliable earnings growth. Impressive results from e.l.f. Beauty On a year-over-year basis, e.l.f. Beauty has grown its quarterly sales for 27 c ...

Core Insights - The earnings season for Q4 2025 is ongoing, featuring notable companies like e.l.f. Beauty (ELF) and Estee Lauder (EL) [1] - There is a significant performance disparity between ELF and EL, with ELF shares down 4.4% over the past year, while EL has gained nearly 70% [2] Quarterly Estimates - The Zacks Consensus EPS estimate for Estee Lauder is $0.83, indicating a 33% year-over-year growth, while ELF's estimate is $0.73, reflecting a 1.2% decline from the previous year [2] - Sales forecasts show ELF expected to grow 30% year-over-year, compared to EL's anticipated 5% growth [5] Profitability and Performance - Estee Lauder has a more favorable profitability outlook, with stronger margins compared to ELF, which has experienced a growth cooldown affecting its stock performance [10][6] - Despite ELF's strong sales growth, the overall sentiment has been negative due to the cooldown in growth [9] Competitive Positioning - Estee Lauder's diversified product portfolio across various beauty categories provides a more stable business model compared to ELF, which is primarily focused on high-growth makeup products [13] - Estee Lauder holds a Zacks Rank of 2 (Buy), while e.l.f. Beauty is ranked 3 (Hold), indicating a more favorable outlook for EL [4][6] - EL shares offer a dividend yield of 1.2%, slightly higher than the S&P 500's yield of 1.1% [14]

We came across a bullish thesis on e.l.f. Beauty, Inc. on Stocks subreddit by Rare-Kangaroo8075. In this article, we will summarize the bulls’ thesis on ELF. e.l.f. Beauty, Inc.'s share was trading at $85.03 as of January 29th. ELF’s trailing and forward P/E were 60.70 and 24.57 respectively according to Yahoo Finance. "I am Impressed," Says Jim Cramer About Ralph Lauren (RL) Africa Studio/Shutterstock.com e.l.f. Beauty (ELF) has emerged as one of the most compelling growth stories in the consumer beaut ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Viewpoint - e.l.f. Beauty has shown resilience in its stock performance despite previous challenges, with a significant recovery in early 2026, indicating potential for future growth [1][2]. Financial Performance - e.l.f. reported a 14% increase in sales, reaching $343.9 million for the quarter ending September 30, 2025, despite facing tariff-related challenges [4]. - The company's gross margin decreased by 165 basis points to 69%, while selling, general, and administrative expenses rose by 24%, leading to an 84% decline in overall profit to $3 billion compared to $19 billion in the prior year [4]. - Adjusted earnings showed a less severe decline of under 10%, suggesting that the core business remains relatively stable [4]. Market Sentiment - Investors are reassessing e.l.f.'s valuation, with the stock up 17% at the start of 2026, outperforming the S&P 500, which rose less than 2% [1][2]. - The stock is currently trading at 27 times its estimated future earnings, which may appear high but could improve with favorable economic conditions [6]. - The demand for e.l.f.'s low-priced items has remained strong, indicating resilience against economic uncertainties and tariffs [6]. Future Outlook - If tariffs are deemed illegal and removed, e.l.f. could significantly benefit, but even without such developments, the brand's popularity among younger consumers positions it well for long-term growth [5].