e.l.f. Beauty: Temporary Headwinds, Strong Medium-Term Setup

Group 1 - e.l.f. Beauty, Inc. is currently experiencing temporary shipment timing challenges that are affecting its sales [1] - Despite these challenges, the company is expected to see an acceleration in revenue growth beyond the current fiscal year [1] Group 2 - The analyst has over 15 years of experience in investment and research services, focusing on mid-sized hedge funds [1] - The investment strategy includes medium-term investing in growth stories available at reasonable prices and short selling when downside catalysts are identified [1] - The analyst has a background primarily in industrial, consumer, and technology sectors, where higher conviction in investments is typically found [1]