Group 1 - e.l.f. Beauty has an average brokerage recommendation (ABR) of 1.67, indicating a consensus between Strong Buy and Buy from 18 brokerage firms, with 66.7% of recommendations being Strong Buy [2][4] - The ABR should not be the sole basis for investment decisions, as studies suggest brokerage recommendations often lack success in guiding investors towards stocks with significant price appreciation potential [4][9] - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, with a ratio of five "Strong Buy" recommendations for every "Strong Sell" [5][9] Group 2 - The Zacks Rank, a proprietary stock rating tool, is a more reliable indicator of near-term price performance, classifying stocks from Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell) [7][10] - The Zacks Rank is based on earnings estimate revisions, which have shown a strong correlation with near-term stock price movements, unlike the ABR which may not be up-to-date [10][11] - For e.l.f. Beauty, the Zacks Consensus Estimate for the current year has declined by 14.7% to $3.33, leading to a Zacks Rank 5 (Strong Sell) due to analysts' growing pessimism about the company's earnings prospects [12][13]

Group 1: Ulta Beauty - Ulta Beauty has seen its stock decline by 27% over the past year, facing challenges from a shifting economic environment and increased competition [1][3] - In Q3, comparable-store sales increased by only 0.6% year over year, a significant slowdown from the previous year's 4.5% [4] - Despite recent underperformance, Ulta Beauty remains profitable with solid fundamentals and anticipates a robust holiday shopping season, guiding for positive comparable sales and a modestly higher operating margin [5][6] Group 2: e.l.f. Beauty - e.l.f. Beauty has experienced a 55% decline in stock price over the past year but has been successful in democratizing makeup with affordable, professional-grade products [1][8] - The company has maintained an impressive growth record with 24 consecutive quarters averaging over 20% growth, although it faced a slowdown in Q3 of fiscal 2025 with a 31% sales increase compared to an exceptional 85% growth last year [9][10] - e.l.f. Beauty is targeting 27% to 28% revenue growth for full-year 2025, with adjusted EPS around $3.30, reflecting a 4% increase from 2024 [11] - The stock trades at a forward P/E ratio of 22, which is higher than Ulta Beauty's 16, but its stronger growth outlook justifies this premium valuation [12]

e.l.f. Beauty (ELF 4.17%) shareholders have been on a rollercoaster ride over the past few years. The emerging makeup and skincare brand has been stealing market share from industry incumbents thanks to its affordable price points and its social media-savvy marketing strategy. Shares began soaring in mid-2022, gaining more than 700% by the time they reached the peak in mid-2024.Unfortunately, roller coasters don't just go up. Since hitting its peak, e.l.f. stock has tumbled about 66%. While the stock is sti ...

e.l.f. Beauty (NYSE: ELF ) has had strong sales growth, market share gains, and earnings growth in the past few years due to its ability to sell prestige quality makeup and skincare at a fraction of theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ELF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...

e.l.f. Beauty (NYSE: ELF ) was overvalued for much of 2023 and 2024 and has now returned to the real world. In terms of multiples, e.l.f. is therefore trading well below the average of the last few years and moreMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these c ...

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 December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from ______ to ______ Commission F ...

Shares of cosmetics company e.l.f. Beauty (ELF -19.48%) were crushed on Friday after the company reported financial results for its third quarter of 2025. As of 2:30 p.m. ET today, e.l.f. Beauty stock was down 19%. That was slightly better than the 28% it was down earlier in the day, but it was a painful drop nonetheless.The growth is suddenly goneE.l.f. Beauty stock is now down nearly 70% from its all-time high and down over 40% year to date, so allow me to cut to the chase of the problem: Management said ...

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

Here's our initial take on e.l.f. Beauty's (ELF -19.43%) fiscal third-quarter financial report.Key MetricsMetricQ3 FY 2024Q3 FY 2025Changevs. ExpectationsTotal revenue$270.9 million$355.3 million+31%BeatAdjusted earnings per share$0.74$0.740%MissedGross margin70.85%71.29%+0.44 ppn/aAdjusted EBITDA$59.1 million$68.7 million+16%n/ae.l.f. Leaves Profit-Hungry Investors Unsatisfiede.l.f. Beauty's fiscal third-quarter financial report featured two general themes that gave investors conflicting signals. On one ha ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...