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e.l.f. Beauty Shares Slip as Piper Sandler Lowers Target on Competitive Pressures
Financial Modeling Prep· 2025-12-22 22:07
Core Viewpoint - Piper Sandler has lowered its price target for e.l.f. Beauty, Inc. to $85.00 from $100.00 while maintaining a Neutral rating, resulting in a more than 2% decline in shares on Monday [1] Group 1: Market Competition - Intensifying competition is noted as rivals regain momentum, impacting e.l.f.'s market share gains which slowed in the second quarter of fiscal 2026 but showed improvement in the third quarter due to product launches [2] - Competitors such as L'Oréal, NYX, and Maybelline are increasing their innovation efforts, raising the bar for differentiation in the market [2] Group 2: Sales Growth Estimates - The third-quarter fiscal 2026 estimate for core e.l.f. sales growth has been raised to 5%, exceeding the company's annual guidance of 3%–4% [3] - However, the fourth-quarter forecast has been lowered to a 1% decline due to challenging comparisons [3] Group 3: Valuation Metrics - The reduced price target reflects a valuation of 16x fiscal 2027 EBITDA, down from 18x previously [4] - The stock's current P/E multiple of 26x is near the midpoint of its recent 18x–35x range and may face compression if shipments continue to lag behind consumption trends into fiscal 2027 [4]
Oliveda International, Inc. (OLVI) Subsidiary Olive Tree People Inc. Is Going Global
Globenewswire· 2025-12-22 21:55
SANTA MONICA, CA, Dec. 22, 2025 (GLOBE NEWSWIRE) -- With over 1,900% growth in the U.S. in 2024 and 2025 and the opening of the Canadian market in July 2025, Oliveda International, Inc. (OTCID: OLVI) subsidiary, Olive Tree People Inc., is now ready to bring the Waterless Beauty Movement to Europe. Founder and CEO Thomas Lommel commented, “After 22 years in retail in Europe, the decision to completely withdraw from all stores, especially in Germany, Austria, Switzerland, and Spain, was not an easy one. “I am ...
CoverGirl Owner Coty Is Getting a New CEO—Here's What You Need to Know
Investopedia· 2025-12-22 16:30
Key Takeaways Makeup and perfume maker Coty said Monday that Procter & Gamble veteran Markus Strobel will take over as interim CEO at the start of 2026.The CoverGirl parent company's stock has lost more than half its value since the start of the year, as its business took a hit in the face of macroeconomic uncertainty and higher tariffs. Cosmetics maker Coty's leadership is getting a makeover. The owner of CoverGirl, Rimmel, and Sally Hansen brands said Monday that Procter & Gamble (PG) veteran Markus ...
CoverGirl Owner Coty Is Getting a New CEO—Here’s What You Need to Know
Yahoo Finance· 2025-12-22 16:04
Craig Barritt / Getty Images for COVERGIRL Coty owns CoverGirl along with several other makeup and perfume brands Key Takeaways Makeup and perfume maker Coty said Monday that Procter & Gamble veteran Markus Strobel will take over as interim CEO at the start of 2026. The CoverGirl parent company's stock has lost more than half its value since the start of the year, as its business took a hit in the face of macroeconomic uncertainty and higher tariffs. Cosmetics maker Coty's leadership is getting a m ...
Jim Cramer's top 10 things to watch in the stock market Monday
CNBC· 2025-12-22 13:59
My top 10 things to watch Monday, Dec. 22 1. Stocks were headed for a higher open to kick off the holiday-shortened trading week . This follows a volatile week , during which the S & P 500 logged its third winning week in the past four. Still, there's doubt about whether a "Santa Claus Rally" will actually happen. The New York Stock Exchange will close early on Wednesday for Christmas Eve, and will be closed entirely on Thursday for Christmas Day. 2. Gold soared to another record high earlier this morning. ...
Coty Names New Interim CEO Amid Strategic Review
WSJ· 2025-12-22 10:38
Core Insights - Cosmetics giant Coty appointed Markus Strobel as interim chief executive and board chair, effective Jan. 1 [1] Company Summary - Coty has made a leadership change by appointing Markus Strobel to the position of interim chief executive and board chair [1]
e.l.f. Cosmetics Extends Partnership with The Wonder Women of Wrestling Foundation
Businesswire· 2025-12-22 05:01
Core Insights - e.l.f. Cosmetics has extended its partnership with The Wonder Women of Wrestling Foundation for a second consecutive year, becoming the first beauty sponsor of the WWOWF Varsity Girls Wrestling Tournament scheduled for December 29-30, 2025, in Columbia, Missouri [1][2] Company Commitment - The partnership emphasizes e.l.f.'s dedication to promoting equality for women and girls in sports, particularly in areas that have historically lacked visibility, funding, and access [2][6] Industry Growth - Girls wrestling is identified as the fastest-growing high school sport in America, with participation increasing to over 74,000 athletes in the 2024-2025 school year, marking a 15% rise from the previous year, and nearly 1,000 additional schools adding girls wrestling programs [3][4] Event Significance - The seventh annual tournament in Columbia is one of the largest high school girls wrestling competitions in the U.S., showing significant year-over-year growth in attendance and awareness, indicating a cultural shift in the perception of girls wrestling [4][9] Scholarship Support - As part of the sponsorship, e.l.f. Cosmetics will support eight college-bound senior wrestlers through scholarships awarded via the WWOWF's annual essay competition, aimed at reducing financial barriers to higher education [5][6] Broader Initiatives - e.l.f. Cosmetics' partnership with WWOWF is part of a larger strategy to invest in women's sports, which includes long-term commitments to various sports leagues and initiatives, focusing on expanding access, increasing visibility, and funding scholarships [6][7]
2025年,30+美妆企业冲击上市,仅6家成功!
Sou Hu Cai Jing· 2025-12-21 16:37
申请者众,上市者寡。 作者 |tt 责编 |高 高 来源 |聚美丽 随着2025年年终收官之际临近,美妆企业不仅面临全年业绩的最终检验,其在资本市场的上市进程也备受关注。 据聚美丽不完全统计,今年包括原料商、包材商、品牌方等在内的超30家美妆企业,都在冲击A股、港股、美股等资本市场。然而,成功登陆资本市场的 企业屈指可数,绝大多数企业仍然处于上市辅导、递交申请等"候场"阶段。 扎堆上市,多家企业争夺"第一股" 从今年美妆行业整体的IPO情况来看,资本市场持续升温,呈现出火热态势。从数量上看,超三十家美妆企业启动了上市进程,但是成功上市的企业仅约 五分之一。可见,资本市场对美妆企业的选择愈发严苛。 1.仅六家成功上市! 从今年上市的企业来看,其都具备聚焦细分赛道的优势、清晰的定位与成熟的商业运营模式。它们分别是手握爱马仕、宝格丽等合作的品牌管理公司颖通 控股、专业化皮肤管理服务商朴荷生物、香港高端个人护理产品零售公司Pitanium Limited、美妆电商运营商聚水潭、重组胶原蛋白企业禾元生物以及数 据服务商明略科技。 从上市市场地来看,这六家企业中有三家在香港证券交易所(以下简称:港交所)上市,两家为美国纳 ...
Coty Completes Wella Divestment to Refocus on Fragrances
Yahoo Finance· 2025-12-21 12:40
Coty Inc. (COTY) is among the best fundamentally strong penny stocks to buy according to analysts. On December 19, Reuters reported that Coty Inc. (NYSE:COTY) had sold its remaining 25.8% ownership in Wella, a multinational hair care and cosmetics brand, to KKR in a $750 million transaction, while retaining a share of proceeds from any sale or IPO in the future. Coty Inc. (NYSE:COTY) stated that it is entitled to 45% of any proceeds from a sale or IPO of the business after KKR’s preferred return is achie ...
e.l.f. Beauty Stock: Temporary Headwinds, Strong Medium-Term Setup (NYSE:ELF)
Seeking Alpha· 2025-12-20 10:47
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 in analyzing industrial, consumer, and technology sectors, which informs their investment convictions [1]