New Risk • May 22
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold). Annuncio • May 22
e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027 e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million. New Risk • May 21
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.6% Last year net profit margin: 8.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold). Reported Earnings • May 21
Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025) Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings. Annuncio • May 07
e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026 e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026 Annuncio • Feb 14
e.l.f. Beauty, Inc. Appoints Matthew Farrell as Class I Director, Effective February 12, 2026 e.l.f. Beauty, Inc. appointed Matthew Farrell to the Board of Directors as a Class I director, effective as of February 12, 2026. Matthew Farrell served as the Chief Executive Officer of Church & Dwight Co. Inc., a global consumer products company, from January 2016 until April 2025 and as Chairman from 2019 until September 2025. In 2006, Mr. Farrell joined Church & Dwight as Executive Vice President, Chief Financial Officer and served in that role until 2014 when he became the Chief Operating Officer and Chief Financial Officer until December 2015. Prior to joining Church & Dwight, Mr. Farrell served as Chief Financial Officer of Alpharma Inc. (now part of Pfizer), as Vice President, Investor Relations & Communications at Ingersoll-Rand Ltd., and in various senior financial positions at AlliedSignal Inc. (now Honeywell International Inc.). Mr. Farrell began his career with KPMG LLP, where he was an audit partner. Mr. Farrell has served as a member of the board of directors of Trinseo PLC, a global materials supplier of latex binders, plastics, and specialty products, since 2020 and is currently a member of the audit and compensation committees. In addition, Mr. Farrell has served as a member of the board of directors of Morton Salt, a major North American producer of salts, since July 2025, and Novanta, a global supplier of core technology solutions, since November 2025. He also served on the board of Lydall Co., Inc., a global manufacturer of specialty engineered products and materials (now part of Alkegen), from 2003 to 2021. Mr. Farrell received a B.S. degree from Manhattan College and is a certified public accountant (inactive). Mr. Farrell will stand for election to the Board at the 2026 annual meeting of stockholders of the Company. Annuncio • Feb 05
E.L.F. Beauty, Inc. Raises Earnings Guidance for Fiscal 2026 e.l.f. Beauty, Inc. raised earnings guidance for fiscal 2026. For the period, the company now expects net sales of $1,600 million to $1,612 million against previous guidance for net sales of $1,550 to $1,570 million. The updated outlook for fiscal 2026 reflects an expected 22-23% year-over-year increase in net sales, as compared to an expected 18-20% increase previously. Annuncio • Jan 22
e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026 e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026 Annuncio • Dec 19
E.L.F. Beauty Launches Glow Up, Redefining Virtual Makeup and Community on Roblox e.l.f. Beauty announced the launch of Glow Up!, a next-generation makeup game and immersive beauty experience on Roblox. Designed for players 13+, Glow Up! was engineered to deliver an experience that feels both aspirational and accessible: Next-Gen Tech: Engineered a new, inventive, and layered makeup system that allows for millions of unique looks. High-Fidelity Realism: Modernized with realistic finishes, textures, and makeup routines that mirror real life. Community "Livestreaming" Introduced an innovative new way to compete and celebrate through themed challenges. Inclusivity at the Core: Launched with four unique characters that champion women in sports, business, music, and gaming. Aligned with e.l.f.'s commitment to make the world a better place for every eye, lip and face, Glow Up! leads with innovation to prioritize inclusivity, so more players feel seen and represented on Roblox. Roblox audiences increasingly prefer more realistic, high-detail experiences: New, diverse characters will be released monthly, inspired by the 55% of Gen Z/Alpha who believe their virtual avatar represents them better than their physical self. Players become makeup artists preparing characters for major life moments. The game introduces a "livestream" mode that enables players to interact with each other's creations based on theme fit, creativity, and overall vibes, encouraging friendly competition and community engagement. Across the Roblox ecosystem, e.l.f. Beauty designs experiences that empower players to be their best, most authentic selves. e.l.f. UP! inspires young entrepreneurs, Fortune Island introduces financial literacy concepts through play, and Glow Up! centers around self-expression. Together, these experiences reflect e.l.f. beauty's mission to leave the platform better than they found it. Glow Up! was developed in collaboration with e.l.f''s longtime partner eGen and Exclusible, marking e.l.f.''s first partnership with the studio known for high-end, gameplay-first experiences. To play Glow Up!, visit the e.l.f. up! Community on Roblox. Annuncio • Nov 06
e.l.f. Beauty, Inc. Provides Earnings Guidance for the Second Half and Full Year of 2026 e.l.f. Beauty, Inc. provided earnings guidance for the second half and full Year of 2026. For the second half, the company's guidance implies net sales growth of 24% to 27% year-over-year. On an organic basis, this implies 2% to 5% net sales growth
For the year, the company expects Net sales of $1,550 million - $1,570 million, and net sales growth of 18% to 20% year-over-year. Annuncio • Oct 23
e.l.f. Beauty, Inc. to Report Q2, 2026 Results on Nov 05, 2025 e.l.f. Beauty, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025 Annuncio • Sep 29
e.l.f. Beauty and Gotham FC and The Lionesses Star Jess Carter Power the Newest Show Yourse.l.f. Version with Resilience and Empowerment e.l.f. Beauty announced the next chapter of its award-winning, purpose-driven film series, Show Yourse.l.f., featuring Jess Carter, professional soccer player for NJ/NY Gotham FC and the England national team. This episode puts full focus on Carter's journey to the top of women's soccer, upcoming obstacles while inspiring the next generation of athletes to see no limits to what they can achieve. e.l.f. Beauty launches new episode of purpose-driven film series, show Yourse.l.f. with Jessica Carter, professional soccer player for Jersey/NY Gotham FC and the UK national team. At the heart of Show Yourse.l.F. is e.l.f.'s commitment to democratize access to beauty, to sports and to plans. The short film underscores the importance of visibility and access in women's sports, where barriers still prevent many young girls from imaging themselves on the field, in the stadium or on screen. Past Show Yourse.l. F. episodes have celebrated changemakers such as activist and astronaut Amanda Nguyen, athlete Anastasia Pagonis, performance artist Viktoria Modesta and artist Chella Man, whose episode was nominated for both a Tribeca X Social Impact Award and a Tribeca X Environmental Impact Award. Each episode reflects a spotlight on a trailblazer who redefines what's possible. Carter continues this legacy, embodying strength, resilience and individuality while boldly disrupting norms with a kind heart in both soccer and self-expression. Show Yourse.l. f. is produced with OBERLAND, an award-winning purpose driven agency. Annuncio • Aug 07
e.l.f. Beauty, Inc. Provides Earnings Guidance for the First Half of Fiscal Year 2026 e.l.f. Beauty, Inc. provided earnings guidance for the first half of Fiscal year 2026. For the period, the company expects net sales growth above the 9% net sales growth reported in first quarter of fiscal year 2026. Annuncio • Jul 24
e.l.f. Beauty, Inc. to Report Q1, 2026 Results on Aug 06, 2025 e.l.f. Beauty, Inc. announced that they will report Q1, 2026 results on Aug 06, 2025 Annuncio • Jul 10
e.l.f. Beauty, Inc., Annual General Meeting, Aug 21, 2025 e.l.f. Beauty, Inc., Annual General Meeting, Aug 21, 2025. Location: meetnow.global/m2jmj9q, United States Annuncio • May 29
e.l.f. Beauty, Inc. (NYSE:ELF) signed a definitive agreement to acquire HRBeauty LLC for $1 billion. e.l.f. Beauty, Inc. (NYSE:ELF) signed a definitive agreement to acquire HRBeauty LLC for $1 billion on May 28, 2025. Under the terms of the definitive agreement, e.l.f. Beauty has agreed to acquire rhode for $800 million at closing, comprised of $600 million of cash and $200 million, or approximately 2.6 million shares, of newly issued shares of e.l.f. Beauty common stock issued to existing equity holders of rhode, subject to certain customary purchase price adjustments. The transaction also includes an additional potential earnout consideration of $200 million based on the future growth of the brand over a three-year post-closing period. The purchase price at closing represents approximately 3.8x LTM net sales of $212 million on March 31, 2025. The cash consideration consists of fully committed debt financing of $600 million. A portion of the shares issued in the transaction to the founders and certain key employees are subject to lock-up agreements and will be released from the lock-up over a one-year period. The definitive agreement has been approved by the e.l.f. Beauty Board of Directors. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of Fiscal 2026.
Latham & Watkins LLP is serving as e.l.f. Beauty’s legal advisor. J.P. Morgan Securities LLC and Moelis & Company LLC are serving as financial advisors to rhode, and Skadden, Arps, Slate, Meagher & Flom LLP is serving as rhode’s legal advisor. Bieber’s legal advisors are Cravath, Swaine & Moore LLP. Annuncio • May 21
e.l.f. Beauty, Inc. to Report Q4, 2025 Results on May 28, 2025 e.l.f. Beauty, Inc. announced that they will report Q4, 2025 results on May 28, 2025 Annuncio • Apr 04
e.l.f. Beauty, Inc. Announces Board Changes On March 31, 2025, e.l.f. Beauty, Inc. announced the resignation of Beth Pritchard from the Company’s Board of Directors and all committees thereof, effective March 31, 2025. Ms. Pritchard has been a director of the Company since 2017, and her decision to resign comes after seven years of service on the Board. Her decision to resign is not due to any disagreement with the Company on any matter relating to its operations, policies, practices or otherwise. On March 31, 2025, the Board appointed Charles Victor Bergh to the Board as a Class III director, effective as of April 1, 2025, with an initial term expiring at the Company’s 2025 annual meeting of stockholders. Mr. Bergh is expected to stand for election to the Board at the 2025 annual meeting of stockholders. Mr. Bergh has been a Senior Lecturer at Harvard Business School since July 2024. Prior to this, he served from September 2011 to January 2024 as President and Chief Executive Officer and from September 2011 to April 2024 as a Director of Levi Strauss & Co., a global apparel company. Before joining Levi Strauss & Co., Mr. Bergh spent 28 years at Procter & Gamble (P&G) in roles of increasing scope and complexity in brand management, general management and executive leadership. Mr. Bergh is the current chair of the board of HP, Inc., where he has served as a director since June 2015, and he is also a director for Pinterest, Inc., where he has served as a director since May 2024. Mr. Bergh previously served on the boards of VF Corporation and the Economic Development Board of Singapore. Mr. Bergh has a Bachelor of Arts in International Affairs from Lafayette College. Mr. Bergh will be entitled to compensation for his service as a member of the Board that is consistent with the compensatory arrangements the Company has in place with its other non-employee directors. Annuncio • Mar 09
Bragar Eagel & Squire, P.C. Files Class Action Lawsuit Against e.l.f. Beauty, Inc Bragar Eagel & Squire, P.C. announced that a class action lawsuit has been filed against e.l.f. Beauty, Inc. in the United States District Court for the Northern District of California on behalf of all persons and entities who purchased or otherwise acquired e.l.f. Beauty securities between November 1, 2023 and November 19, 2024, both dates inclusive (the “Class Period”). Investors have until May 5, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. According to the Complaint, the Company made false and misleading statements to the market. To maintain investor confidence, e.l.f. Beauty inflated revenue and other financial measures over multiple quarters. The Company suffered from rising inventory levels. The Company falsely attributed its rising inventory to changes in sourcing. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about e.l.f. Beauty, investors suffered damages. Annuncio • Feb 08
E.L.F. Beauty, Inc. Revises Earnings Guidance for the Year 2025 e.l.f. Beauty, Inc. revised earnings guidance for the year 2025. For the year, the company now expects net sales of $1,300 million -1,310 million against previous guidance of $1,315 million -1,335 million. Annuncio • Jan 24
e.l.f. Beauty, Inc. to Report Q3, 2025 Results on Feb 06, 2025 e.l.f. Beauty, Inc. announced that they will report Q3, 2025 results on Feb 06, 2025 Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €116, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Personal Products industry in Europe. Total returns to shareholders of 307% over the past three years. New Risk • Nov 08
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: US$0.34 (vs US$0.61 in 2Q 2024) Second quarter 2025 results: EPS: US$0.34 (down from US$0.61 in 2Q 2024). Revenue: US$301.1m (up 40% from 2Q 2024). Net income: US$19.0m (down 43% from 2Q 2024). Profit margin: 6.3% (down from 15% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 56% per year. Annuncio • Nov 07
e.l.f. Beauty, Inc. Raises Earnings Guidance for the Fiscal Year 2025 e.l.f. Beauty, Inc. updated earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expects net sales of $1,315 million to $1,335 million as compared to previous guidance of $1,280 million to $1,300 million. The updated outlook for fiscal 2025 reflects an expected 28%-30% year-over-year increase in net sales, as compared to an expected 25%-27% increase previously. Annuncio • Oct 29
Keys Soulcare and e.l.f. Beauty Unveil New Crystal-Inspired Shades of Let Me Glow Illuminating Serum Keys Soulcare and e.l.f. Beauty announced sharing the beauty of giving yourself permission to glow with its new enhancing shades of its best-selling Let Me Glow Illuminating Serum. Designed to hydrate, illuminate and prime the skin, Let Me Glow Illuminating Serum is the ultimate expression of Keys Soulcare’s core reason for being – to take care of your whole self – inner and outer, skin and soul. Because the glow starts within. Every Keys Soulcare offering has a dedicated affirmation on its bottle, all personally written by Alicia. The affirmation “I give myself permission to glow” adorns the Let Me Glow offerings. Let Me Glow Illuminating Serum is easy to apply, and can be used alone for an even, natural glow, or as a smooth, luminous priming base prior to applying makeup. It brightens and balances the skin’s appearance with niacinamide while replenishing with antioxidant-rich rose water and plant-derived squalane. The unique formula also contains amethyst – one of Alicia’s favorite stones – which is believed to heighten intuition, clarity and creativity, to reflect and light your glow. The soft texture not only makes skin feel hydrated, it also delivers skin benefits like smoothing, brightening and plumping. In a clinical study, 100% experienced immediate improvement in skin moisture. In a consumer perception study, 93% said skin looks radiant immediately* after use. Keys Soulcare will be lighting up the launch with a Let Me Glow Experience pop-up on Wednesday, October 30th in New York City (251 Elizabeth Street), from 12pm-4pm. Guests will be able to explore and deepen connections using Keys Soulcare in a soothing and soulful space, heightened by the energy and aura of crystals. Additionally, guests will be treated to signature Keys Soulcare “Soulcations” and receive samples of Keys Soulcare offerings to continue their rituals at home. Alicia along with an inspiring group of Lightworkers (those who strive to impact positive change), including Toni Bravo, will be sharing how they have turned their daily routine into an empowering soulcare ritual across their social platforms, in addition to showing how Let Me Glow Illuminating Serum unlocks their inner and outer glow. All shades of Let Me Glow Illuminating Serum are available, October 28th for Early Access on keyssoulcare.com and will be available starting October 29th on Amazon. Annuncio • Oct 24
e.l.f. Beauty, Inc. to Report Q2, 2025 Results on Nov 06, 2024 e.l.f. Beauty, Inc. announced that they will report Q2, 2025 results on Nov 06, 2024 Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €108, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Personal Products industry in Europe. Total returns to shareholders of 334% over the past three years. Annuncio • Oct 10
e.l.f. Cosmetics Expands into Mexico e.l.f. Cosmetics expands into Mexico this October, marking its first time in Sephora anywhere. From the early explorer to the trend-obsessed beauty enthusiast, e.l.f. Cos cosmetics creates premium beauty experiences at extraordinary prices for every eye, lip and face. Starting October 9, 2024, e.l.f.'s premium-quality products empower the community to express their truest (s)e.l.f. without compromise. e.l.f. offers products that are e.l.f. clean, vegan, double certified cruelty-free with Leaping Bunny and PETA, and Fair Trade CertifiedTM. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €111, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Personal Products industry in Europe. Total returns to shareholders of 349% over the past three years. Annuncio • Aug 28
e.l.f. Beauty, Inc. (NYSE:ELF) announces an Equity Buyback for $500 million worth of its shares. e.l.f. Beauty, Inc. (NYSE:ELF) announces a share repurchase program. Under the program, the company will repurchase up to $500 million of its shares. The Share Repurchase Program does not have an expiration date. Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: US$0.85 (vs US$0.98 in 1Q 2024) First quarter 2025 results: EPS: US$0.85 (down from US$0.98 in 1Q 2024). Revenue: US$324.5m (up 50% from 1Q 2024). Net income: US$47.6m (down 10% from 1Q 2024). Profit margin: 15% (down from 25% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Aug 09
E.L.F. Beauty, Inc. Provides Earnings Guidance for the Year 2025 e.l.f. Beauty, Inc. provided earnings guidance for the year 2025, For the period, the company expects Net sales $1,280-1,300 million compared to $1,230-1,250 million previous guidance. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €147, the stock trades at a forward P/E ratio of 67x. Average forward P/E is 22x in the Personal Products industry in Europe. Total returns to shareholders of 482% over the past three years. Annuncio • Jul 26
e.l.f. Beauty, Inc. to Report Q1, 2025 Results on Aug 08, 2024 e.l.f. Beauty, Inc. announced that they will report Q1, 2025 results on Aug 08, 2024 Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €162, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 23x in the Personal Products industry in Europe. Total returns to shareholders of 643% over the past three years. Buy Or Sell Opportunity • Jul 16
Now 21% undervalued Over the last 90 days, the stock has risen 25% to €189. The fair value is estimated to be €241, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 79%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Annuncio • Jun 28
e.l.f. Beauty, Inc., Annual General Meeting, Aug 22, 2024 e.l.f. Beauty, Inc., Annual General Meeting, Aug 22, 2024. Location: meetnow.global/m2v25ay, United States Buy Or Sell Opportunity • Jun 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 12% to €162. The fair value is estimated to be €204, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 79%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 21% per annum over the same time period. Recent Insider Transactions • Jun 10
Chairman recently sold €7.3m worth of stock On the 5th of June, Tarang Amin sold around 43k shares on-market at roughly €170 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €19m. Annuncio • May 24
e.l.f. Beauty, Inc. Provides Earnings Guidance for the Year 2025 e.l.f. Beauty, Inc. provided earnings guidance for the year 2025. For the year, the company expects net sales of $1,230 million to $1,250 million. Reported Earnings • May 23
Full year 2024 earnings released: EPS: US$2.33 (vs US$1.17 in FY 2023) Full year 2024 results: EPS: US$2.33 (up from US$1.17 in FY 2023). Revenue: US$1.02b (up 77% from FY 2023). Net income: US$127.7m (up 108% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year whereas the company’s share price has increased by 83% per year. Recent Insider Transactions • May 10
Chairman recently sold €2.5m worth of stock On the 6th of May, Tarang Amin sold around 17k shares on-market at roughly €152 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.6m. Tarang has been a net seller over the last 12 months, reducing personal holdings by €19m. Annuncio • May 10
e.l.f. Beauty, Inc. to Report Q4, 2024 Results on May 22, 2024 e.l.f. Beauty, Inc. announced that they will report Q4, 2024 results on May 22, 2024 Recent Insider Transactions • Apr 21
Chairman recently sold €13m worth of stock On the 18th of April, Tarang Amin sold around 81k shares on-market at roughly €156 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €30m. New Risk • Apr 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Shareholders have been diluted in the past year (4.2% increase in shares outstanding). Significant insider selling over the past 3 months (€4.8m sold). Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €152, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 20x in the Personal Products industry in Europe. Total returns to shareholders of 578% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €148 per share. Recent Insider Transactions • Mar 10
Chairman recently sold €4.3m worth of stock On the 5th of March, Tarang Amin sold around 24k shares on-market at roughly €183 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €17m. Reported Earnings • Feb 07
Third quarter 2024 earnings released: EPS: US$0.49 (vs US$0.36 in 3Q 2023) Third quarter 2024 results: EPS: US$0.49 (up from US$0.36 in 3Q 2023). Revenue: US$270.9m (up 85% from 3Q 2023). Net income: US$26.9m (up 41% from 3Q 2023). Profit margin: 9.9% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Feb 07
e.l.f. Beauty, Inc. Revises Earnings Guidance for the Fiscal Year 2024 e.l.f. Beauty, Inc. revised earnings guidance for the fiscal year 2024. For the year, the company expects revised net sales to be in the range of $980 million to $990 million compared to previously expected net sales to be in the range of $896 million to $906 million. Buy Or Sell Opportunity • Feb 06
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 73% to €163. The fair value is estimated to be €133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 86%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 37% in the next 2 years. Annuncio • Jan 25
e.l.f. Beauty, Inc. to Report Q3, 2024 Results on Feb 06, 2024 e.l.f. Beauty, Inc. announced that they will report Q3, 2024 results on Feb 06, 2024 Valuation Update With 7 Day Price Move • Jan 11
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €145, the stock trades at a forward P/E ratio of 66x. Average forward P/E is 22x in the Personal Products industry in Europe. Total returns to shareholders of 684% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €142 per share. Recent Insider Transactions • Jan 10
Chairman recently sold €918k worth of stock On the 5th of January, Tarang Amin sold around 7k shares on-market at roughly €127 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €15m. Buying Opportunity • Jan 05
Now 23% undervalued Over the last 90 days, the stock is up 25%. The fair value is estimated to be €156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 86%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 30% in the next 2 years. Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €136, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 21x in the Personal Products industry in Europe. Total returns to shareholders of 643% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €144 per share. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: US$0.61 (vs US$0.22 in 2Q 2023) Second quarter 2024 results: EPS: US$0.61 (up from US$0.22 in 2Q 2023). Revenue: US$215.5m (up 76% from 2Q 2023). Net income: US$33.3m (up 184% from 2Q 2023). Profit margin: 15% (up from 9.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 02
e.l.f. Beauty, Inc. Revises Earnings Guidance for the Full Year of Fiscal 2024 e.l.f. Beauty, Inc. revised earnings guidance for the full year of fiscal 2024. The company now expects net sales of net sales of $896 million - $906 million against previous guidance of $792 million - $802 million. Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €86.50, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 20x in the Personal Products industry in Europe. Total returns to shareholders of 386% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €171 per share. Annuncio • Oct 19
e.l.f. Beauty, Inc. to Report Q2, 2024 Results on Nov 01, 2023 e.l.f. Beauty, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 01, 2023 Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €99.50, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 19x in the Personal Products industry in Europe. Total returns to shareholders of 518% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €140 per share. Buying Opportunity • Sep 19
Now 24% undervalued Over the last 90 days, the stock is up 10.0%. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 76%. Revenue is forecast to grow by 46% in 2 years. Earnings is forecast to grow by 47% in the next 2 years. Recent Insider Transactions • Sep 08
Chairman recently sold €2.1m worth of stock On the 5th of September, Tarang Amin sold around 17k shares on-market at roughly €127 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €14m. Annuncio • Aug 30
e.l.f. Beauty, Inc. (NYSE:ELF) signed a definitive agreement to acquire The Center Brands LLC for $355 million. e.l.f. Beauty, Inc. (NYSE:ELF) signed a definitive agreement to acquire The Center Brands LLC for $355 million on August 29, 2023. In consideration of combination of cash and stock. The total purchase consideration is approximately $355 million, subject to certain customary purchase price adjustments. e.l.f. Beauty expects to finance the transaction using available cash on hand, borrowings under e.l.f. Beauty’s existing credit facility and approximately $70 million, or approximately 600,000 shares, of e.l.f. Beauty stock issued directly to founders and key management. Latham & Watkins LLP acted as a legal advisor to e.l.f. Beauty, Inc. (NYSE:ELF). Financo Raymond James acted as a financial advisor to The Center Brands LLC. Sidley Austin LLP and Polsinelli LLP acted as a legal advisor to The Center Brands LLC. The transaction, which is subject to customary closing conditions and is expected to close around September 30, 2023. Buying Opportunity • Aug 17
Now 21% undervalued Over the last 90 days, the stock is up 35%. The fair value is estimated to be €140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 76%. Revenue is forecast to grow by 47% in 2 years. Earnings is forecast to grow by 47% in the next 2 years. Recent Insider Transactions • Aug 11
Chairman recently sold €986k worth of stock On the 7th of August, Tarang Amin sold around 8k shares on-market at roughly €118 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.8m. Tarang has been a net seller over the last 12 months, reducing personal holdings by €12m. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €121, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 20x in the Personal Products industry in Europe. Total returns to shareholders of 652% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €136 per share. New Risk • Aug 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Shareholders have been diluted in the past year (3.9% increase in shares outstanding). Significant insider selling over the past 3 months (€20m sold). Reported Earnings • Aug 03
First quarter 2024 earnings released: EPS: US$0.98 (vs US$0.28 in 1Q 2023) First quarter 2024 results: EPS: US$0.98 (up from US$0.28 in 1Q 2023). Revenue: US$216.3m (up 77% from 1Q 2023). Net income: US$53.0m (up 266% from 1Q 2023). Profit margin: 25% (up from 12% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jul 21
e.l.f. Beauty, Inc. to Report Q1, 2024 Results on Aug 01, 2023 e.l.f. Beauty, Inc. announced that they will report Q1, 2024 results on Aug 01, 2023 Recent Insider Transactions • Jun 04
Non-Employee Independent Director recently sold €242k worth of stock On the 31st of May, Lauren Levitan sold around 3k shares on-market at roughly €96.60 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €611k. Insiders have been net sellers, collectively disposing of €7.0m more than they bought in the last 12 months. Annuncio • May 25
e.l.f. Beauty, Inc. Provides Sales Outlook for Fiscal 2024 e.l.f. Beauty, Inc. is providing sales outlook for fiscal 2024. When compared to fiscal 2023, the outlook for fiscal 2024 reflects an expected 22%-24% increase in net sales. Reported Earnings • May 25
Full year 2023 earnings released: EPS: US$1.17 (vs US$0.43 in FY 2022) Full year 2023 results: EPS: US$1.17 (up from US$0.43 in FY 2022). Revenue: US$578.8m (up 48% from FY 2022). Net income: US$61.5m (up 183% from FY 2022). Profit margin: 11% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 11
e.l.f. Beauty, Inc. to Report Q4, 2023 Results on May 24, 2023 e.l.f. Beauty, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 24, 2023 Recent Insider Transactions • Apr 11
Chairman recently sold €611k worth of stock On the 5th of April, Tarang Amin sold around 8k shares on-market at roughly €73.34 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.1m. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.0m. Recent Insider Transactions • Mar 08
Chief People Officer recently sold €1.1m worth of stock On the 2nd of March, Scott Milsten sold around 16k shares on-market at roughly €68.69 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.9m more than they bought in the last 12 months. Recent Insider Transactions • Feb 12
Non-Employee Independent Director recently sold €196k worth of stock On the 8th of February, Lauren Levitan sold around 3k shares on-market at roughly €66.06 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.9m more than they bought in the last 12 months. Reported Earnings • Feb 03
Third quarter 2023 earnings released: EPS: US$0.36 (vs US$0.12 in 3Q 2022) Third quarter 2023 results: EPS: US$0.36 (up from US$0.12 in 3Q 2022). Revenue: US$146.5m (up 49% from 3Q 2022). Net income: US$19.1m (up 208% from 3Q 2022). Profit margin: 13% (up from 6.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 54% per year. Annuncio • Feb 02
e.l.f. Beauty, Inc. Revises Earnings Guidance for the Fiscal Year 2023 e.l.f. Beauty, Inc. revised earnings guidance for the fiscal year 2023. For the year, the company expects revised net sales to be in the range of $541 million to $545 million compared to previously expected net sales to be in the range of $478 million to $486 million. Annuncio • Jan 20
e.l.f. Beauty, Inc. to Report Q3, 2023 Results on Feb 01, 2023 e.l.f. Beauty, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 01, 2023 Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment deteriorated over the past week After last week's 20% share price decline to €45.00, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 23x in the Personal Products industry in Europe. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.18 per share. Reported Earnings • Nov 03
Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.11 in 2Q 2022) Second quarter 2023 results: EPS: US$0.22 (up from US$0.11 in 2Q 2022). Revenue: US$122.3m (up 33% from 2Q 2022). Net income: US$11.7m (up 105% from 2Q 2022). Profit margin: 9.6% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Sep 04
Non-Employee Independent Director recently sold €239k worth of stock On the 1st of September, Maureen Watson sold around 6k shares on-market at roughly €38.20 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €401k. Insiders have been net sellers, collectively disposing of €7.8m more than they bought in the last 12 months. Recent Insider Transactions • Aug 14
Senior Vice President of Operations recently sold €371k worth of stock On the 10th of August, Josh Franks sold around 11k shares on-market at roughly €35.26 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Josh has been a seller over the last 12 months, reducing personal holdings by €729k. Reported Earnings • Aug 04
First quarter 2023 earnings released: EPS: US$0.28 (vs US$0.16 in 1Q 2022) First quarter 2023 results: EPS: US$0.28 (up from US$0.16 in 1Q 2022). Revenue: US$122.6m (up 26% from 1Q 2022). Net income: US$14.5m (up 75% from 1Q 2022). Profit margin: 12% (up from 8.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Annuncio • Aug 04
e.l.f. Beauty, Inc. Raises Earnings Guidance for Fiscal Year 2023 e.l.f. Beauty, Inc. raised earnings guidance for fiscal year 2023. For the period, the company raised net sales guidance to $448-456 million compared to previous outlook of $432-440 million. Annuncio • Jul 21
e.l.f. Beauty, Inc. to Report Q1, 2023 Results on Aug 03, 2022 e.l.f. Beauty, Inc. announced that they will report Q1, 2023 results on Aug 03, 2022 Annuncio • Jul 14
e.l.f. Beauty, Inc., Annual General Meeting, Aug 25, 2022 e.l.f. Beauty, Inc., Annual General Meeting, Aug 25, 2022, at 08:30 Pacific Standard Time. Agenda: To elect four Class III directors; to approve, on an advisory basis, the compensation of named executive officers; to ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending March 31, 2023; and to transact other business that may properly come before the annual meeting. Recent Insider Transactions • Jun 01
Chairman recently sold €63k worth of stock On the 27th of May, Tarang Amin sold around 3k shares on-market at roughly €24.25 per share. In the last 3 months, they made an even bigger sale worth €701k. Tarang has been a seller over the last 12 months, reducing personal holdings by €2.1m. Reported Earnings • May 27
Full year 2022 earnings released: EPS: US$0.43 (vs US$0.13 in FY 2021) Full year 2022 results: EPS: US$0.43 (up from US$0.13 in FY 2021). Revenue: US$392.2m (up 23% from FY 2021). Net income: US$21.8m (up 249% from FY 2021). Profit margin: 5.6% (up from 2.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Annuncio • May 26
e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2023 e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2023. For the year, When compared to fiscal 2022, the company expects 10% to 12% increase in net sales. Net sales expects to be in the range of $432 million to $440 million. Annuncio • May 19
e.l.f. Beauty, Inc. Announces Board Changes e.l.f. Beauty, Inc. announced that on May 11, 2022, Richelle Parham resigned from the Board of Directors of the Company, effective as of May 31, 2022. Ms. Parham has been a director of the Company since 2018 and her decision to resign comes after four years of service on the Board. Her decision to resign is not due to any disagreement with the Company on any matter relating to its operations, policies, practices or otherwise. On May 17, 2022, the Board appointed Tiffany Daniele to the Board as a Class III director, effective on May 31, 2022, with an initial term expiring at the Company’s 2022 annual meeting of stockholders. Ms. Daniele is expected to stand for election to the Board at the 2022 annual meeting of stockholders. The Board also appointed Ms. Daniele to the Audit Committee of the Board, effective concurrent with her appointment. Since October 2020, Ms. Daniele, 39, has served as the Chief Financial Officer of Union Square Hospitality Group. Ms. Daniele has also served as the Chief Financial Officer of USHG Acquisition Corp.