The earnings call reflects a strong performance in net sales growth, international expansion, and market share gains, bolstered by strategic acquisitions and successful innovation. However, gross margin pressures due to tariffs and a decrease in net income highlight some financial challenges.

Company Guidance -

Q2 2026

In the call discussing e.l.f. Beauty's first-quarter results for fiscal year 2026, significant metrics and guidance were shared. Net sales grew by 9% on top of a 50% growth in the same quarter last year, while adjusted EBITDA increased by 12% to $87 million. The company gained 210 basis points in market share, marking its 26th consecutive quarter of net sales growth and market share gains. E.l.f. Cosmetics became the #1 unit share brand nationally with approximately 15% share and the #2 dollar share brand with 13% share. The average price point for e.l.f. products was raised to $6.50 as a response to tariffs, with 75% of the portfolio remaining under $10. Internationally, net sales grew by 30%, contributing to 20% of total sales. The recent acquisition of Rhode, which achieved $212 million in net sales over 12 months, is expected to enhance e.l.f. Beauty’s growth, with plans to expand Rhode's distribution footprint through a partnership with Sephora. The company expressed plans to more than double its business over the coming years, leveraging opportunities in color cosmetics, skin care, and international expansion.

Strong Net Sales Growth

Net sales grew 9% year-over-year on top of a 50% growth in Q1 of the previous year, with continued momentum in consumption, leading to 210 basis points of market share gains.

Successful International Expansion

International net sales grew 30% in Q1, with significant gains in the U.K., Belgium, and the Netherlands. e.l.f. Cosmetics became the #1 brand in Belgium and #2 in the Netherlands.

Acquisition of Rhode

The acquisition of Rhode, a high-growth beauty brand, was completed. Rhode achieved $212 million in net sales over the last 12 months, promising to enhance e.l.f.'s portfolio and market position.

Record Market Share in Key Segments

e.l.f. achieved industry-leading results with 26 consecutive quarters of both net sales growth and market share gains. The brand is the #1 unit share brand in the U.S. and the #2 dollar share brand.

Innovation and Product Success

New product launches like Halo Glow Skin Tint and Bright Icon Vitamin C Serum have been top sellers, with e.l.f. maintaining strong innovation capabilities and product reception.

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

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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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.