分组1 - e.l.f. Beauty (ELF) reported its Q2 FY26 earnings, resulting in a stock crash of over 40% due to missing both revenue and earnings estimates [1] - The company provided a soft forward outlook, indicating potential challenges ahead [1] 分组2 - Amrita runs a boutique family office fund focused on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - The fund's investment strategy is informed by Amrita's previous experience in high-growth supply-chain start-ups and venture capital [1] - Amrita's newsletter, The Pragmatic Optimist, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts [1]

分组1 - e.l.f. Beauty (ELF) reported its Q2 FY26 earnings, resulting in a stock crash of over 40% due to missing both revenue and earnings estimates [1] - The company provided a soft forward outlook, indicating potential challenges ahead [1] 分组2 - Amrita, who runs a boutique family office fund, focuses on investing in sustainable, growth-driven companies to maximize shareholder equity [1] - The fund aims to break down financial jargon and complex macroeconomic concepts to enhance financial literacy [1]

Core Viewpoint - Yatsen Holding Limited, a leading beauty group based in China, is set to release its unaudited financial results for the third quarter of 2025 on November 17, 2025, before the U.S. market opens [1]. Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for November 17, 2025, at 7:30 A.M. U.S. Eastern Standard Time [2]. - The conference call will be accessible via multiple dialing options for U.S., international, and mainland China listeners [2]. - A live and archived webcast of the conference call will be available on the company's investor relations website [2]. Group 2: Company Overview - Yatsen Holding Limited was founded in 2016 and has launched and acquired several color cosmetics and skincare brands, including Perfect Diary, Little Ondine, Pink Bear, Galénic, DR.WU, and Eve Lom [4]. - Perfect Diary is highlighted as one of the leading color cosmetics brands in China based on retail sales value [4]. - The company engages with customers through both online and offline channels, maintaining a strong presence across major e-commerce, social, and content platforms in China [4].

Core Insights - e.l.f. Beauty has officially launched its products at ULTA Beauty in Mexico, expanding its market presence and accessibility for consumers [1][2] - The partnership with ULTA Beauty aims to make beauty products affordable and available to a wider audience, reflecting the companies' shared mission [2] Company Overview - e.l.f. Beauty (NYSE: ELF) is committed to making beauty accessible to all, with a focus on positivity, inclusivity, and clean, vegan products [3] - The company operates several brands, including e.l.f. Cosmetics and e.l.f. SKIN, and is recognized for its Fair Trade Certified facilities [3] Product Highlights - Key products from e.l.f. Cosmetics and e.l.f. SKIN include: - Power Grip Primer: A gel-based primer for long-lasting makeup wear [4] - Halo Glow Liquid Filter: A liquid glow booster for a soft-focus effect [4] - Glow Reviver Lip Oil Glimmer: A nourishing lip oil with shimmer [4] - Sheer For It Blush Tint: A buildable blush tint with a hydrating texture [4] - Holy Hydration! Thirst Burst Drops: A hydrating gel serum for a radiant complexion [4] - Holy Hydration! Makeup Melting Cleansing Balm: A solid cleansing balm that transforms into oil [4]

Core Viewpoint - The market's reaction to e.l.f. Beauty's management guidance appears overly harsh, despite a significant drop in stock value following the fiscal Q2 report [1][11]. Financial Performance - e.l.f. Beauty reported a 14% year-over-year sales increase to $344 million in fiscal Q2, missing analysts' consensus of $366 million [6]. - Adjusted EPS decreased from $0.77 to $0.68, surpassing the consensus estimate of $0.57 [7]. - Adjusted EBITDA fell by 4% to $146.8 million [7]. - Revenue guidance for the fiscal year is projected to grow by 18% to 20%, reaching $1.55 billion to $1.57 billion, with adjusted EPS expected between $2.80 and $2.85, down from $3.39 the previous year [4]. Market Dynamics - The company expects Rhode to contribute $200 million in revenue this fiscal year, with a $300 million annual revenue run rate, indicating a potential 40% growth [5]. - Organic sales are projected to rise by 3% to 4%, although shipments are expected to be lower than consumption due to previous shelf space gains [5]. Cost and Margin Analysis - Tariffs have significantly impacted profits, with about 75% of products made in China facing an average tariff of 60%, leading to a 165 basis point decline in gross margins to 69% [8]. - Selling, general, and administrative expenses increased to 56% of revenues, up from 53% the previous year, as the company invests in employees and infrastructure [8]. Strategic Outlook - Management plans to increase marketing spending to 27%-29% of net sales in the second half of fiscal 2026, up from 23% in the first half [9]. - e.l.f. Beauty has been a strong growth player in the cosmetics sector, with opportunities for innovation and expansion, particularly with the Rhode brand [12][13]. - The stock trades at a forward P/E ratio of 17.5 and a PEG ratio of 0.3, suggesting it may be undervalued [13].

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Core Viewpoint - e.l.f. Beauty's strong sales growth is insufficient to counteract the negative impact of tariffs on profits, leading to a significant decline in share value following a disappointing full-year outlook [1][3][5]. Financial Performance - For the fiscal second quarter, e.l.f. reported a 14% increase in net sales to $343.9 million, marking the 27th consecutive quarter of growth [3]. - Adjusted diluted earnings per share fell to $0.68 from $0.77 year-over-year, attributed to rising operating expenses and a contraction in gross margin [3]. - Gross margin decreased by approximately 165 basis points to 69%, primarily due to higher tariff costs [3][6]. Guidance and Projections - Management anticipates full-year fiscal 2026 net sales between $1.55 billion and $1.57 billion, reflecting an 18% to 19% growth compared to the previous year, but below analysts' expectations [4][5]. - Adjusted earnings per share for fiscal 2026 are projected to be between $2.80 and $2.85, significantly lower than last year's $3.39 [5]. Supply Chain and Tariff Impact - Approximately 75% of e.l.f.'s global production is sourced from China, making the company vulnerable to tariff-related challenges [6]. - The reliance on a China-dependent supply chain has shifted from an advantage to a disadvantage, raising concerns about future profitability [7][8]. Market Valuation - Despite impressive growth, e.l.f.'s shares are trading at a premium valuation, comparable to other growth stocks with sustainable competitive advantages [8]. - The current price-to-earnings ratio is in the mid-forties, suggesting that the stock may be overvalued given the ongoing challenges [7][10].

Core Insights - The market reacted negatively to e.l.f. Beauty's Q1 fiscal report, indicating increasing uncertainties despite the company's solid fundamentals [1] Company Analysis - e.l.f. Beauty is identified as a fundamentally strong company with growth potential, but the uncertainties surrounding its future earnings are rising [1] Investment Perspective - The analysis emphasizes a value investing approach, focusing on identifying undervalued stocks like e.l.f. Beauty that have potential for growth [1]

We were uh talking about ELF in the uh morning meeting, the editorial meeting, and most of our time was devoted to Haley Bieber. Um uh most of our conversation that is. What can you tell us about um how hands-on Haley has been and um how promising this this brand is for you.>> Road is an incredible brand and Haley is continued to be involved. In fact, November is her birthday month. And uh if you're following her or wrote on social media, you can see that next week on the 12th, she's going to be dropping li ...

Core Points - The Estée Lauder Companies Inc. will hold its 2025 Annual Meeting of Stockholders virtually on November 13, 2025, starting at 9:00 a.m. (ET) [1] - Access to the webcast of the meeting can be found at www.virtualshareholdermeeting.com/EL2025 [1] - Additional information regarding the meeting and proxy statement materials is available at www.elcompanies.com/investors [1]