e.l.f. Beauty, Inc.
126.99-4.71 (-3.58%)
Oct 29, 4:00:02 PM EDT · NYSE · ELF · USD
Key Stats
Market Cap
7.20BP/E (TTM)
75.14Basic EPS (TTM)
1.69Dividend Yield
0%Recent Filings
8-K
Annual meeting votes pass
e.l.f. Beauty's stockholders overwhelmingly elected Tarang Amin, Chip Bergh, and Lori Keith as Class III directors at the August 21, 2025 annual meeting, with Amin and Bergh securing strong support while Keith faced notable withheld votes. They also approved executive compensation on an advisory basis and ratified Deloitte & Touche as auditors for fiscal 2026. Board continuity holds firm. No major disruptions emerged from the votes.
10-Q
Q1 FY2026 results
e.l.f. Beauty posted solid Q1 FY2026 results, with net sales climbing 9% year-over-year to $353.7 million, fueled by higher unit volumes across retailer and e-commerce channels, while international sales surged 30% to $69.1 million. Gross margin dipped to 69% from 71%, pressured by tariffs but cushioned by cost savings and favorable forex; operating income edged down 4% to $48.7 million amid higher SG&A from marketing and fixturing spends. Diluted EPS fell to $0.58 from $0.81, aligning with 57.7 million weighted shares, as a higher tax rate offset other income gains. Cash jumped to $170.0 million, with operating cash flow at $27.2 million and free cash flow of $19.6 million (derived); revolver availability stands at $243.3 million against $256.7 million in debt at 5.4%, maturing 2030. Post-quarter, the company closed its $800 million rhode acquisition in August 2025 ($600 million cash, $200 million stock, up to $200 million earnout), funded by a $600 million term loan. Yet tariffs on China-sourced goods remain a key risk, potentially hiking costs further.
8-K
e.l.f. Beauty acquired rhode for $800M, funded by $600M cash from a new term loan and $200M in stock, enhancing its portfolio and driving growth in cosmetics.
e.l.f. Beauty, Inc. completed the acquisition of rhode on August 5, 2025, for $800 million, with $600 million in cash funded by a $600 million term loan and $200 million in stock. This acquisition, combined with a $600 million term loan facility, strengthens e.l.f.'s market position in the beauty sector.
10-K
FY2025 results
e.l.f. Beauty's FY2025 net sales surged 28% year-over-year to $1.31 billion, fueled by robust demand across retailer and e-commerce channels, with Q4 delivering sequential acceleration in unit volume and average item pricing. Gross margins held steady at 71%, bolstered by favorable forex on Chinese imports and supply chain efficiencies, while SG&A climbed 35% to support marketing and expansion, squeezing operating income to 12% of sales. The Naturium acquisition integrated smoothly, driving skincare momentum, yet tariff pressures loomed as the company eyed global price hikes. Liquidity remained solid with $149 million in cash and $243 million revolver availability, funding $50 million in Q4 buybacks. No forward guidance disclosed. Intense competition risks could stall quarterly growth.
8-K
e.l.f. acquires rhode for $1B
e.l.f. Beauty signed a definitive agreement on May 28, 2025, to acquire rhode, Hailey Bieber's fast-growing skincare brand with $212 million in LTM net sales, for $800 million at closing—$600 million cash and $200 million in stock—plus up to $200 million earnout over three years based on revenue targets. The deal diversifies e.l.f.'s portfolio into prestige beauty, leveraging rhode's innovation and Bieber's influence for global expansion via partners like Sephora. Closing is targeted for Q2 fiscal 2026, pending regulatory approvals. Integration risks loom if key personnel depart.
IPO
Website
Employees
Sector
Industry
COTY
Coty Inc.
3.95-0.07
EL
Estee Lauder Companies, Inc. (T
97.36-1.40
HNST
The Honest Company, Inc.
3.46-0.14
NUS
Nu Skin Enterprises, Inc.
10.65-0.09
PG
Procter & Gamble Company (The)
148.77-2.60
SKIN
The Beauty Health Company
1.45-0.01
SKVI
SKINVISIBLE INC
0.50+0.00
UL
Unilever PLC
60.97-0.95
WALD
Waldencast plc
1.75-0.12
YSG
Yatsen Holding Limited
7.21-0.16