Financial Performance - e.l.f. Cosmetics' Q1 FY 2026 net sales increased by 9% year-over-year[14, 205] - The company achieved adjusted EBITDA growth of 12%[17] - e.l.f. Cosmetics has experienced 26 consecutive quarters of net sales growth and market share gains[21] - Adjusted net income for Q1 FY 2026 was $51 million, compared to $64 million in Q1 FY 2025[252] - Adjusted EPS for Q1 FY 2026 was $0.89, compared to $1.10 in Q1 FY 2025[253] Market Position and Growth Strategy - e.l.f. Cosmetics aims to double its net sales to $3 billion, with growth expected in cosmetics, skincare, and international markets[33] - The company has increased its unit share in the cosmetics category from approximately 7% in 2022 to around 15% today[43, 44] - e.l.f. Cosmetics is the 1 cosmetics brand at Target, holding a 21% dollar share[62] International Expansion - International net sales grew by 30% in Q1 FY 2026 year-over-year[135] - International penetration increased from 10% in FY 2020 to 20% in Q1 FY 2026[164] Tariffs - Tariffs are expected to have an annualized cost of goods sold (COGS) impact of $50 million[295, 298]

Core Viewpoint - E.l.f. Beauty's profits have declined by 30% in the fiscal first quarter due to new tariffs on Chinese imports impacting the company's financial performance [1][2]. Financial Performance - The company's net income for the three months ended June 30 fell to $33.3 million, down from $47.6 million a year ago, representing a 30% decrease [2][6]. - Sales increased to $354 million, marking a 9% rise from $324 million a year earlier, although this is the second consecutive quarter of single-digit revenue growth [7][10]. - Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins are expected to be 20%, down from 23% in the same period last year [3]. Market Conditions - The company has not provided a full-year revenue guide due to uncertainties surrounding tariffs, with CEO Tarang Amin highlighting the volatile macro environment [4][5]. - E.l.f. has raised prices by $1 to mitigate tariff costs and is working on diversifying its supply chain and expanding its business outside the U.S. [4][5]. Growth Outlook - Despite the slower growth in the fiscal first quarter, the company expects sales growth to exceed 9% in the first half of the fiscal year [3][8]. - The company continues to gain market share, outperforming the overall beauty category, which has been experiencing a slowdown [8]. Product Strategy - E.l.f.'s growth is driven by innovative product launches, including a new serum priced at $17, which is a lower-cost alternative to a similar high-end product [9]. - The recent acquisition of Hailey Bieber's beauty brand Rhode is expected to enhance E.l.f.'s sales, with its products set to launch in Sephora stores in September [11].

Company Overview - L'Oréal is the world's leading beauty player with a commitment to fulfilling beauty aspirations globally, emphasizing essential, inclusive, ethical, and sustainable beauty [2] - The company has a diverse portfolio of 37 international brands and ambitious sustainability commitments under the L'Oréal for the Future program [2] Financial Performance - In 2024, L'Oréal generated sales of 43.48 billion euros, showcasing a strong financial performance across various distribution networks including e-commerce, mass market, and retail [3] Innovation and Recognition - In 2025, L'Oréal was named the most innovative company in Europe by Fortune magazine, ranking among 300 companies across 21 countries and 16 industries [4]

How South Korea's K-beauty industry is being hit by Trump tariffs https://t.co/4VBlFmry5Q ...

Core Viewpoint - L'Oréal has released its half-year financial report for 2025, highlighting its commitment to innovation and sustainability in the beauty industry [1][2]. Financial Performance - In 2024, L'Oréal generated sales of €43.48 billion, showcasing its strong market presence and diverse distribution channels [3]. Innovation and Recognition - L'Oréal was named the most innovative company in Europe by Fortune magazine in 2025, ranking among 300 companies across 21 countries and 16 industries [4]. Company Overview - L'Oréal has a portfolio of 37 international brands and emphasizes social and environmental sustainability through its L'Oréal for the Future program [2]. - The company employs over 90,000 individuals and operates 21 research centers in 13 countries, focusing on beauty technology and innovation [3].

Core Insights - The beauty center in Guangzhou is leveraging the "beauty going global" strategy, integrating local industry resources to create a comprehensive service system covering R&D, production, logistics, and marketing [1][3] - The center collaborates with platforms like 1688, TikTok, Temu, eBay, and Amazon to form a triad ecosystem of "supply chain + channels + services" [1] Industry Overview - The beauty center hosts over 200 brands and more than 50,000 products, providing one-stop support for beauty influencers with facilities and supply chain resources [3] - The Baiyun District, where the center is located, accounts for nearly 25% of China's cosmetics enterprises, with an expected industrial output value of 8.5 billion RMB and retail sales of 9.5 billion RMB by mid-2025, alongside a 38.3% year-on-year growth in import and export value [3] Market Potential - Influencers like Moe and Rory highlight the balance of quality and price in Chinese beauty products, indicating strong potential for overseas market expansion through platforms like TikTok [3] - The Baiyun District government aims to enhance the influence of the "Guangzhou International Beauty Week" and promote the "Baiyun Meiwang" brand to help more cosmetics companies enter the global market [3]

Core Insights - e.l.f. Beauty has completed its Adhishthana Himalayan formation and is currently in a phase of structural uncertainty, specifically in phase 11 of an 18-phase cycle [1][6] - The stock experienced a significant ascent of approximately 104% in phase 9, followed by an additional 138% in phase 10, reaching a peak of 221 dollars before a 12% decline confirmed the peak [4][5] - Following the peak, e.l.f. Beauty entered a descent phase, dropping 78% over 400 days to a low near 48 dollars, aligning with the Adhishthana principles [5] Weekly Chart Analysis - The stock's ascent and peak formation adhered closely to the Adhishthana principles, with the peak confirmed at the 17th bar of phase 10 [4] - Currently, the stock is in a neutral zone after completing the descent leg of the Himalayan Formation [6] Monthly Chart Analysis - On the monthly chart, e.l.f. Beauty is in phase 2, which typically consists of a bearish Sankhya period followed by a bullish Buddhi period; however, the stock rallied during the Sankhya period, leading to misalignment with the principles [9][10] - The long-term direction of e.l.f. Beauty will become clearer once structural milestones, particularly Yajña and Phase 5 (C5), are established [10] Investor Outlook - The weekly chart indicates that the Himalayan move has concluded, with the peak established and the descent complete, placing the stock in a neutral position [11] - Investors who entered after the descent phase around the 50-dollar range may hold their positions, while new investors should wait for confirmation from upcoming structural phases before making new investments [12]

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e.l.f. Beauty (ELF) closed at $123.28 in the latest trading session, marking a +2.79% move from the prior day. The stock outpaced the S&P 500's daily loss of 0.13%. Elsewhere, the Dow saw a downswing of 0.39%, while the tech-heavy Nasdaq appreciated by 0.15%. The cosmetics company's stock has dropped by 5.32% in the past month, falling short of the Consumer Staples sector's loss of 0.31% and the S&P 500's gain of 3.39%.The upcoming earnings release of e.l.f. Beauty will be of great interest to investors. Th ...

Investors interested in stocks from the Cosmetics sector have probably already heard of Coty (COTY) and Estee Lauder (EL) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate ...