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e.l.f. Beauty Reports Better-Than-Expected Q1 Results: Details
Benzinga· 2025-08-06 20:38
Financial Performance - e.l.f. Beauty reported quarterly earnings of 89 cents per share, exceeding the Street estimate of 84 cents [1] - Quarterly revenue reached $353.73 million, surpassing the analyst consensus estimate of $349.43 million and increasing from $324.47 million in the same period last year [1] - Net sales increased by 9% to $353.7 million [4] - Adjusted EBITDA was $87.1 million, representing 25% of net sales, which is a 12% year-over-year increase [4] Market Position - The company gained 210 basis points of market share in the first quarter of fiscal 2026, continuing a trend of consistent, category-leading growth over the past 26 quarters [2] - The CEO highlighted the combination of value proposition, innovation, and marketing as key drivers of the company's results [3] Stock Performance - e.l.f. Beauty's stock was down 3.98% at $106 in extended trading following the earnings report [3] - The gross margin decreased approximately 215 basis points to 69%, primarily due to tariffs [4]
e.l.f.(ELF) - 2026 Q1 - Earnings Call Presentation
2025-08-06 20:30
TARANG AMIN CHAIRMAN & CHIEF EXECUTIVE OFFICER Q1 RESULTS Q1 FY 2026 EARNINGS As a reminder, this call contains forward- looking statements that are based on management's expectations – including those relating to the category trends and longer-term outlook – and are subject to known and unknown risks and uncertainties, and therefore, actual results may differ materially. Important factors that may cause actual results to differ are detailed in today's press release and the company's SEC filings. In additio ...
E.l.f. Beauty's profits fall 30% as China tariffs weigh on bottom line
CNBC· 2025-08-06 20:06
E.L.F. cosmetic products are seen for sale in a store in Manhattan, New York City, U.S., June 29, 2022.E.l.f. Beauty's profits fell 30% in its fiscal first quarter as new tariffs on Chinese imports begin to impact the cosmetic company's bottom line.In the three months ended June 30, E.l.f.'s net income fell to $33.3 million, down 30% from $47.6 million a year ago. The company, which sources about 75% of its products from China, also declined to provide a full-year revenue guide, citing the "wide range of po ...
X @BBC News (World)
BBC News (World)· 2025-08-02 22:06
How South Korea's K-beauty industry is being hit by Trump tariffs https://t.co/4VBlFmry5Q ...
Availability of the 2025 Half-Year Financial Report
Globenewswire· 2025-08-01 16:00
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].
海外主播扎根广州美妆基地 助中国美妆出海
Zhong Guo Xin Wen Wang· 2025-08-01 14:14
美妆中心汇聚超200个品牌、超5万款产品,并有逾50个灵活直播间,来自海内外的美妆主播只需带着账 号前来,就能获得场地、设备、供应链等一站式支持。 Moe表示,美妆中心的团队非常专业,设备也很先进,她完全不用操心后端追踪的事情,只需要专注于 和顾客互动、介绍产品。同时,中国产品的研发很用心,价格也亲民,她的顾客很喜欢。 中新社广州8月1日电 (王坚 林海欣)8月1日,在位于广州白云区的益云全球美妆选品中心(下称"美妆中 心")直播间,来自美国的美妆主播莫(Moe)一边将防晒霜涂抹在手背上展示,一边用英语介绍产品性 能。 这个美妆中心以"美妆出海"为牵引,整合当地产业资源,构建覆盖研发、生产、物流、营销的全链条服 务体系;携手1688、TikTok、Temu、eBay、亚马逊等平台,链接全球,形成"供应链+渠道+服务"三位 一体的产业生态。 位于广州白云区的美妆中心里,美妆产品琳琅满目。林海欣 摄 8月1日, 据了解,美妆中心所在的白云区目前集聚中国近25%的化妆品企业,2025年上半年全区化妆品规上工业 产值85亿元(人民币,下同),限上批零业销售额95亿元,进出口额近16亿元,同比增长38.3%。 另一位来 ...
e.l.f. Beauty Stock Outlook: Post-Rally Uncertainty Sets In
Benzinga· 2025-08-01 13:02
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]
e.l.f. Beauty (ELF) Advances While Market Declines: Some Information for Investors
ZACKS· 2025-07-30 22:45
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 ...
微信也没想到,小蓝包会被玩成这样吧
3 6 Ke· 2025-07-30 02:16
Core Insights - The article discusses the evolution and current state of WeChat's "Little Blue Bag" gift-giving feature, highlighting its unexpected popularity and the variety of gifts available [16][24][29] WeChat's Little Blue Bag Functionality - The Little Blue Bag feature was initially met with skepticism but has gained traction, with 93.7% of respondents aware of it and over 80% using it during the Spring Festival [16][24] - The feature allows users to send gifts individually or in groups, enhancing its usability for social interactions [21][24] Popularity and Sales Performance - During the Spring Festival, notable sales figures were reported, such as over 10 million yuan in sales for Three Squirrels and a 20-fold increase in GMV for certain brands [18][19] - The top three categories for gifts included food items, practical products, and emotional gifts, indicating a diverse range of offerings [19] User Engagement and Feedback - Users have shown a preference for quirky and unconventional gifts, with many expressing satisfaction in comments, suggesting a shift in how gifts are perceived [14][19] - The article notes that while the Little Blue Bag has gained popularity, it still faces challenges in competing with established e-commerce platforms in terms of product variety and pricing [26][28] Future Prospects - The company aims to embed the concept of e-commerce within WeChat through the Little Blue Bag, potentially changing consumer behavior over time [29][30] - There is an acknowledgment that for the Little Blue Bag to thrive, it must address pricing competitiveness and expand its product offerings beyond small gifts [28][29]
X @Bloomberg
Bloomberg· 2025-07-29 16:12
L’Oreal’s sales missed analyst expectations in the second quarter amid a slowdown in North Asia and Europe, its biggest market. https://t.co/S6hTYQYx7N ...