e.l.f.(US:ELF)2025-08-06 20:30Financial 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]