e.l.f.(US:ELF)2025-11-05 21:30Financial Performance - Q2 FY26 net sales increased by 14%[10] - Adjusted EBITDA for Q2 FY26 was $66 million[13] - The company expects FY26 net sales growth of +18-20%[49, 61, 292, 298] - Adjusted EBITDA is projected to be $302-306 million for FY26[293] - Adjusted EPS is expected to be $2.80-2.85 for FY26[292] Market Position and Growth - The company has achieved 27 consecutive quarters of net sales growth[16] - The company has achieved 27 consecutive quarters of market share gains[36] - US consumption growth outpaced category trends by 3x[197] - The company is the 1 favorite teen cosmetics brand with 36%[87, 92] Strategic Initiatives - The acquisition of Rhode is expected to contribute $200 million in net sales for FY26[62, 69, 299, 306] and ~$300 million annualized[71, 308]