e.l.f. Beauty (ELF) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.30%. A quarter ago, it was expected that this cosmetics company would post earnings of $0.84 per share when it actually produced earnings of $0.89, delivering a surprise of +5.95%.Over the last four quarters, the ...

Core Insights - E.l.f. Beauty believes that consumers will maintain their self-care routines during uncertain economic times, potentially even increasing their spending on affordable beauty products [1][6] - The company's stock fell sharply after reporting lower-than-expected full-year revenue guidance, despite a year-over-year sales increase [6][7] Financial Performance - E.l.f. Beauty reported a 14% increase in sales year-over-year, reaching $344 million, up from $301 million [7] - Adjusted net income for the quarter was $40 million, or 68 cents per share, compared to $45 million, or 77 cents per share, a year earlier [7] - The company forecasts full-year fiscal 2026 revenue between $1.55 billion and $1.57 billion, indicating an 18% to 20% year-over-year increase, but this is below Wall Street expectations [7] Market Positioning - E.l.f. Beauty positions itself as a value brand, with 75% of its products priced under $10, appealing to consumers seeking affordable indulgences during tight budget periods [4][6] - The company offers a range of brands at different price points, including its flagship e.l.f. Cosmetics and higher-priced brands like Keys Soulcare and Rhode [4][6] Consumer Behavior - The "lipstick effect" suggests that consumers may seek small luxuries during stressful times, which could benefit E.l.f. Beauty due to its low-priced offerings [3][4] - CFO Mandy Fields noted that consumers are being "choiceful" with their spending, indicating a trend towards affordable self-care products [4][6]

e.l.f. Beauty (NYSE:ELF) Q2 2026 Earnings Call November 05, 2025 04:30 PM ET Speaker3Thank you for joining us today to discuss e.l.f. Beauty's second quarter fiscal 2026 results. I'm KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer, and Mandy Fields, Senior Vice President and Chief Financial Officer. We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our ...

E.l.f Beauty (NYSE:ELF) shares are getting hammered in after-hours trading Wednesday after reporting second-quarter financial results and sharing an update on guidance. • ELF shares are sliding on disappointing news. Check the analyst’s take here.Here are the highlights.Q2 Results: e.l.f. Beauty reported second-quarter net sales of $343.9 million, up 14% year-over-year. The sales missed a Street consensus estimate of $366.43 million, according to data from Benzinga Pro.The company said the sales growth came ...

Elf Beauty surprised Wall Street with a weaker outlook and profit, sending the stock more than 25% lower. ...

Financial Performance - ELF earnings beat expectations, but revenue of $344 million was $22 million short of estimates [1] - Shares are currently down 16% [1] - Guidance for earnings and revenue are both well short of the current consensus [1] Cost Analysis - Gross margins decreased by 165 basis points, driven by higher tariffs [1]

ELF earnings are out as well and the beauty company beating on earnings, but revenue of $344 million was 22 million short of the estimate. So you can see a big drop there, too. Shares are currently down 16%.Its guidance for earnings and revenue both well short of the current consensus. The company noting that gross margins decreased 165 basis points and that was driven by higher tariff. ...

Q2 FY 2026 EARNINGS TARANG AMIN CHAIRMAN & CHIEF EXECUTIVE OFFICER Q2 RESULTS 2 1 +14% NET SALES Q2 RESULTS $66M ADJUSTED EBITDA FY 2026 OUTLOOK $350M $0 $100M $200M $300M CONSUMER COMPANIES OUT OF 546 THAT HAS GROWN FOR 27 CONSECUTIVE QUARTERS 1 OF Q2 FY 2026 CONSECUTIVE QUARTERS OF NET SALES GROWTH 27 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 BARS REPRESENT NET SALES, $ MILLIONS 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 $350M $ ...

The company logged 14% higher sales in its latest quarter as it gained market share across both high- and low-income consumers, Chief Executive Tarang Amin said. ...

Core Insights - National Australia Bank reported a broadly stable annual cash profit, indicating resilience in its financial performance despite challenges [1] Lending and Expenses - The growth in lending volumes was a positive factor contributing to the bank's performance [1] - Increased expenses and a higher credit impairment charge partially offset the benefits from lending growth [1]