The cosmetics seller noted higher market share in its fiscal Q2 report on Wednesday.Shares of e.l.f Beauty (ELF -1.11%) erased some of their year-to-date losses this week. The makeup products stock rose 13% through Thursday trading, according to data provided by S&P Global Market Intelligence, easily beating the 4.3% surge in the S&P 500.That broad market rally played a role in e.l.f Beauty's stock price spike. However, the bigger factor was the cosmetic specialist's Wednesday earnings report that showed im ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 _______________________________________________________________ FORM 10-Q _______________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from ______ to ______ | --- | |-- ...

The small cosmetics player is taking a bigger and bigger slice of the market.Shares of cosmetics company e.l.f. Beauty (ELF 12.00%) made a big comeback on Thursday after the company released financial results for its fiscal second quarter of 2024. Going into the report, shares had lost more than 50% of their value compared to their highs in 2024. But today, e.l.f. Beauty stock was up 16% as of 2 p.m. ET.Marketing investments pay off with strong growthIn Q2, which ended Sept. 30, e.l.f. Beauty grew net sales ...

Key TakeawaysE.l.f. Beauty posted stronger-than-expected earnings as it added market share in the U.S. and boosted international sales.The cosmetics retailer also raised its full-year profit and sales outlook.Shares surged Thursday following the release, though even with Thursday's gains, they remained lower for the year. E.l.f. Beauty (ELF) shares soared Thursday after the cosmetics retailer blew past earnings estimates and raised its outlook on booming sales. The company reported second-quarter fiscal 202 ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Poplar Chick Chip MAKEUP MELTING BALL with hyalur- acid x >> WAN WILL PEOPLE | --- | --- | --- | --- | --- | --- | --- | --- | |-------|---------------------------------|-------|-----------|-------|-------|-------|--------| | | I RISE ABOVE \nJE ME TRANSCENDE | | | | | | | | | | | | | | | | | KE | | | NATURIU C | | | | BEAUTY | As a reminder, this call contains forwardlooking statements that are based on management's expectations – including those relating to the category trends and longer-term outlook – an ...

Wednesday, November 6, 2024Markets were looking for some closure on the election, and boy did they get it! A decisive win for Donald Trump and the Republican Party in both the White House and Congress will likely usher in very aggressive pro-business policies.As a result, new all-time closing highs across the board: the Dow rose +1508 points, or +3.57%, the S&P 500 was up +146 points, +2.53%, the Nasdaq +544, +2.95% and the small-cap Russell 2000 an astonishing +131 points, or +5.83%! Bond yields remained h ...

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 ...