The earnings call reflected a strong overall performance by e.l.f. Beauty, marked by consistent sales growth, market share gains, and strategic acquisitions. However, challenges such as tariff impacts on gross margins and moderated growth in the U.S. market were noted.

Company Guidance

In the first quarter of fiscal 2026, e.l.f. Beauty reported a 9% increase in net sales, building on a 50% growth from the previous year, and achieved an adjusted EBITDA of $87 million, marking a 12% rise. The company gained 210 basis points in market share, its 26th consecutive quarter of growth in both net sales and market share. The average price point for e.l.f. Cosmetics rose to $6.50, following a $1 price increase, yet 75% of products remain under $10. The brand maintained its status as the #1 unit share brand in color cosmetics with a 15% share. International sales surged by 30%, with significant growth in the UK, the Netherlands, and Belgium. The recent acquisition of Rhode, which generated $212 million in net sales in the prior year, is expected to enhance e.l.f. Beauty's market position, with plans to expand Rhode's retail footprint starting with a launch in all Sephora stores in the U.S. and Canada. Despite tariff challenges, e.l.f. Beauty remains confident in its growth trajectory, aiming to more than double its business in the coming years through strategic pricing, supply chain optimization, and business diversification.

Consistent Net Sales Growth

E.l.f. Beauty achieved 9% net sales growth in Q1 on top of 50% growth in the same quarter last year, marking 26 consecutive quarters of both net sales growth and market share gains.

Market Share Gains

E.l.f. Beauty gained 210 basis points of market share in Q1, continuing its streak of being the only cosmetics brand to gain share for 26 consecutive quarters.

Successful Product Innovation

E.l.f. launched several successful products such as the Halo Glow Skin Tint mineral SPF 50 and Bright Icon Vitamin C + E + Ferulic Serum, maintaining a strong position in both cosmetics and skincare segments.

International Expansion

International net sales grew 30% in Q1, with significant growth in the UK and new market entries in Belgium, the Netherlands, Poland, and the Gulf Cooperation Council countries.

Strong Digital and E-commerce Performance

E-commerce channels saw close to a 20% growth rate, maintaining digital sales at about 20% of the overall business.

Acquisition of Rhode

E.l.f. completed the acquisition of Rhode, a high-growth beauty brand, enhancing its portfolio and positioning in the market.

e.l.f. Beauty (ELF) Earnings, Revenues Date & History

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ELF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2026 (Q2)	0.55 / -	0.77	―	―	―
Aug 06, 2025	2026 (Q1)	0.84 / 0.89	1.1	-19.09% (-0.21)
May 28, 2025	2025 (Q4)	0.72 / 0.78	0.53	47.17% (+0.25)	―
Feb 06, 2025	2025 (Q3)	0.76 / 0.74	0.74	0.00% (0.00)
Nov 06, 2024	2025 (Q2)	0.43 / 0.77	0.82	-6.10% (-0.05)
Aug 08, 2024	2025 (Q1)	0.83 / 1.10	1.1	0.00% (0.00)
May 22, 2024	2024 (Q4)	0.33 / 0.53	0.42	26.19% (+0.11)
Feb 06, 2024	2024 (Q3)	0.57 / 0.74	0.48	54.17% (+0.26)
Nov 01, 2023	2024 (Q2)	0.53 / 0.82	0.36	127.78% (+0.46)
Aug 01, 2023	2024 (Q1)	0.57 / 1.10	0.39	182.05% (+0.71)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ELF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$110.39	$99.92	-9.48%
May 28, 2025	$90.50	$111.84	+23.58%
Feb 06, 2025	$88.49	$71.13	-19.62%
Nov 06, 2024	$104.16	$116.07	+11.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.