除了业绩指引不及预期外，E.l.f.在第二财季的营收也未达预期，但每股收益超出了预估。 在截至9月30日的三个月中，公司报告净利润为300万美元，合每股5美分，远低于去年同期的1900万美 元，合每股33美分。若排除股权激励相关支出及其他一次性费用，E.l.f.调整后每股收益为68美分，高于 分析师预期的57美分。 季度营收从去年同期的3.01亿美元增至3.44亿美元，涨幅约为14%，分析师预期为3.66亿美元。 Amin将营收和指引未达预期的原因归咎于公司上季度未提供指引，称这可能影响了市场共识预期的形 成。 智通财经APP获悉，尽管由超模海莉·比伯(Hailey Bieber)创立的美妆品牌Rhode本财年预计为E.l.f. Beauty(ELF.US)带来2亿美元的销售额增长，但其新母公司的全年业绩指引仍低于市场预期，这导致其 股价在周三盘后一度暴跌逾29%。 E.l.f.在上季度未提供全年指引后，在最新财报中预计全年营收将在15.5亿至15.7亿美元之间，意味着销 售额增长18%至20%。然而，这一数字远低于分析师预期的16.5亿美元。 首席执行官Tarang Amin在接受采访时表示，公司今年早些时 ...

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]

Financial Data and Key Metrics Changes - In Q2, net sales increased by 14% year-over-year, reaching $344 million, following a 40% growth in the same quarter last year [20][22] - Adjusted EBITDA for Q2 was $66 million, down 4% compared to the previous year [22] - Adjusted net income was $41 million, or 68 cents per diluted share, compared to $45 million, or 77 cents per diluted share a year ago [22] - Gross margin for Q2 was 69%, down approximately 165 basis points year-over-year, primarily due to increased tariff costs [21][22] Business Line Data and Key Metrics Changes - The acquisition of Rhode contributed $52 million, or approximately 17 percentage points, to net sales in Q2 [20][22] - Organic net sales, excluding Rhode, were down approximately 3% this quarter [3][20] - e.l.f. brand grew 7% in Q2, significantly outpacing the overall category growth of approximately 2% [2][3] Market Data and Key Metrics Changes - U.S. net sales grew 18% year-over-year in Q2, while international net sales grew 2% [20][21] - e.l.f. Beauty gained 140 basis points of market share in Q2, marking the 27th consecutive quarter of market share gains [2][3] Company Strategy and Development Direction - The company aims for full-year net sales growth of 18%-20% year-over-year, building on the 28% growth achieved in fiscal 2025 [4][25] - The addition of Rhode is expected to enhance long-term growth, with projected contributions of about $200 million in net sales for fiscal 2026 [5][26] - The company is focused on expanding its international presence, with launches planned in Poland and the Gulf Cooperation Council [13][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing strength of consumption trends and market share gains, indicating a positive outlook for fiscal 2026 [4][27] - The company anticipates that shipments will remain below consumption in fiscal 2026, particularly as they cycle through significant distribution gains from the previous year [4][27] - Management noted that the pricing strategy is designed to maintain price sanctity across retailers, which has been successfully resolved after initial delays [38] Other Important Information - The company has successfully transitioned to SAP for its ERP system, marking a significant milestone in its operational capabilities [23] - The marketing and digital investment for Q2 was 23% of net sales, slightly down from 24% in the previous year [22] Q&A Session Summary Question: Can you provide more insight into the corporate top-line guidance and the impact of shipments versus underlying consumption? - Management noted that consumption outperformed category growth, with e.l.f. brand growing 7% compared to the category's 2% [34] - The disconnect between consumption and shipments was primarily due to pricing issues, which are expected to normalize in the second half [34][35] Question: What are the expectations for organic growth in the second half? - Management expects organic growth of 2%-5% in the second half, driven by strong consumption trends [35][36] Question: How does the company view tariffs and their impact on inventory? - Management indicated that tariffs have been reduced to 45%, which is expected to improve gross margins in the second half [44][45] Question: What is the strategy for Rhode's distribution between wholesale and DTC? - The company plans to focus on both wholesale and DTC channels, with exclusive drops on their DTC site to drive sales [57] Question: Can you elaborate on the expected slowdown in organic growth for the core business? - Management highlighted that while consumption remains strong, the expected slowdown is due to cycling space expansions from the previous year [72][74]

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. ...