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e.l.f. Beauty, Inc.
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NYSE: ELF Consumer Staples FMCG 🔎 Screen
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$5.6B
Market Cap
137.8
P/E
2.91
PEG
3.6%
ROCE
2.8%
ROE
0.78
D/E
4.5%
OPM
-34.0%
% from 52W High
74
α RS
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Currency-adjusted total returns for ELF including FX impact
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About

e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. The company offers eye, lip, face, and skin care products. It offers products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Rhode brand names. The company sells its products through national and international retailers and direct-to-consumer through its e-commerce channel. The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f. Beauty, Inc. in April 2016. e.l.f. Beauty, Inc. was founded in 2004 and is headquartered in Oakland, California.

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3-Statement Financial Model
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📊 MIXED e.l.f. Beauty: FY2026 net sales +25%, 29th consecutive quarter growth; FY2027 outlook 12-14% growth.
Revenue & Profitability
Fiscal 2026: net sales grew 25% year-over-year, Adjusted EBITDA up 13% to 20% margin, adjusted net income declined to $19 million in Q4 vs $45 million prior year due to higher marketing and infrastructure investment. Q4 net sales grew 35%, with Rhode contributing $113 million and approximately 34 percentage points. Full-year Adjusted EBITDA was $379 million (implied from 13% growth on prior year base of ~$335 million? Actually specific numbers: Q4 Adjusted EBITDA $59 million vs $81 million prior year. Full year: net sales growth 25%, Adjusted EBITDA growth 13%, margin 20%. For FY2027 outlook: net sales growth 12-14%, Adjusted EBITDA $379-385 million, adjusted EPS $3.27-3.32. Organic net sales growth expected ~4-5% for the full year.
Outlook
Management sees significant white space across brands, categories, and geographies. Internationally, only 20% of net sales come from outside the U.S., compared to legacy peers with over 70%. The company is optimistic about skincare growth, with three of the fastest-growing skincare brands (Rhode, Naturium, e.l.f. SKIN). However, the consumer environment shows a more pronounced decline in units, partly due to price increases and slower spring innovation. Tariff rates are assumed at 35% for FY2027, with potential $15-20 million cost headwinds from oil price inflation, though tariff refunds of approximately $58.5 million are being pursued.
Growth Drivers
Key growth levers include: 1) Innovation: fast-tracking new products for holiday season after a slower spring; 2) International: expanding Rhode into Europe via Sephora in 19 countries, growing e.l.f. brand in U.K., Canada, and Germany; 3) Pricing: reducing prices on select items (e.g., Halo Glow Skin Tint from $18 to $14 drove unit lifts of 38-40%); 4) Adjacent categories: fragrance and haircare partnerships (e.g., limited-edition Power Grip styling collection sold out in 48 hours); 5) Distribution: increasing shelf space at Walmart, Ulta, and international retailers.
Balance Sheet & CapEx
Not discussed in this earnings call beyond general references to infrastructure and technology investment. The CFO mentioned investment in team, infrastructure, and technology including AI and automation, but no specific CapEx figures were provided. Cash priorities for the year include supporting brand growth, technology investment (AI and automation), and infrastructure to ensure brands show up well in retail.
Margins
In FY2026, gross margin improved 140 basis points in Q4 to 73%, driven by pricing benefits partially offset by higher tariffs. Adjusted EBITDA margin was 20% for the full year. For FY2027, gross margin is expected to be approximately flat year-over-year, with benefits from lower tariff costs and price increases offset by mix as Rhode transitions further into retail. Adjusted EBITDA margin is expected to improve about 20 basis points to ~21%. Marketing and digital spend is planned at 23-25% of net sales, with higher SG&A in first half due to timing.
Key Risks
Risks flagged include: 1) Tariff uncertainty (assumed 35% rate, but actual could vary; $58.5 million in IEPA tariff refunds pending); 2) Slower-than-expected e.l.f. brand growth (global consumption moderated to low single digits in last 12 weeks); 3) Spring innovation underperforming relative to expectations; 4) Inflationary pressure from Middle East conflict on commodities and transportation, with potential $15-20 million cost headwind if oil averages $100/barrel; 5) Consumer sensitivity to pricing leading to unit declines; 6) Integration and performance of acquisitions (Rhode, Naturium); 7) Dependence on key retail partners (e.g., Sephora, Walmart, Ulta).
Generated by AI · Q4 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q1 2027 Q1 2027 2026-08-05
Q1 delivered 36% net sales growth and record profitability, prompting a raised fiscal 2027 outlook to 18%-20% net sales growth. Rhode, Naturium, and e.l.f. Hair drove portfolio diversification and international expansion, with $50M in tariff refunds fully reinvested.
Q4 2026 Q4 2026 2026-05-20
Net sales grew 25% and Adjusted EBITDA 13% in fiscal 2026, with Q4 net sales up 35% year-over-year. Rhode and Naturium acquisitions fueled diversification and international growth, while price adjustments and innovation are expected to drive future gains.
Q3 2026 Q3 2026 2026-02-04
Q3 net sales rose 38% year-over-year, driven by the Rhode acquisition and strong brand performance, with adjusted EBITDA up 79%. Full-year guidance was raised, projecting 22%-23% net sales growth and continued margin strength, despite international headwinds and tariff impacts.
Q2 2026 Q2 2026 2025-11-05
Q2 net sales rose 14% year-over-year, driven by the Rhode acquisition and strong U.S. growth, while organic sales dipped due to shipment delays from a price increase. Fiscal 2026 guidance calls for 18%-20% net sales growth, with improved gross margins and continued market share gains.
Q1 2026 Q1 2026 2025-08-06
Q1 net sales grew 9% year-over-year, with adjusted EBITDA up 12% and strong international growth. The Rhode acquisition closed, expected to accelerate global expansion, while tariff uncertainty and price increases remain key watchpoints.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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