The earnings call showcased strong fiscal 2025 results with consistent growth and successful international expansion. The acquisition of Rhode presents a promising opportunity for further growth. However, there are concerns about the impact of increased tariffs and the uncertainty it brings for fiscal 2026, along with the need for price increases.

Company Guidance

During the call, e.l.f. Beauty reported a strong fiscal year 2025 with net sales growth of 28% and adjusted EBITDA growth of 26%. The company achieved market share gains of 190 basis points in the U.S., 170 basis points in Canada, and 270 basis points in the UK, marking its 25th consecutive quarter of net sales growth and market share gains. In fiscal Q4, net sales increased by 4% year-over-year, with international sales growing by 19%. e.l.f. also announced a $1 price increase across its entire product assortment globally, effective August 1, to mitigate tariff impacts which could affect costs by approximately $50 million annually. Moreover, e.l.f. has entered a definitive agreement to acquire the beauty brand Rhode for $1 billion, aiming to enhance its portfolio and leverage Rhode's strong community engagement and growth potential. The transaction is expected to be accretive to e.l.f.'s topline growth and earnings, with Rhode contributing $212 million in net sales over the last 12 months. Despite tariff uncertainties, the company remains optimistic about continued market share growth and innovation.

Strong Fiscal 2025 Results

e.l.f. Beauty grew net sales by 28% and adjusted EBITDA by 26%, marking the 25th consecutive quarter of net sales growth and market share gains.

Market Share Gains

e.l.f. Beauty gained 190 basis points of market share in the U.S., 170 basis points in Canada, and 270 basis points in the UK.

International Expansion

International net sales grew by 60% in fiscal 2025, with significant growth in markets like Germany, Netherlands, Italy, and Mexico.

Acquisition of Rhode

e.l.f. Beauty announced the acquisition of Rhode, a high-growth beauty brand achieving $212 million in net sales over the last 12 months.

Innovation and Product Launches

Strong performance from new product launches like the Glow Reviver Melting Lip Balms and engagement campaigns such as the Mini-Trick Pony campaign.

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
Jul 30, 2025	2026 (Q1)	0.86 / -	1.1	―	―	―
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)
May 24, 2023	2023 (Q4)	0.20 / 0.42	0.13	223.08% (+0.29)

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
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%
Aug 08, 2024	$187.95	$160.83	-14.43%

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.