Overview
e.l.f. Beauty fiscal Q2 net sales grow 14% yr/yr, missing analyst expectations
Adjusted EPS for fiscal Q2 was $0.68, reflecting a decrease in adjusted EBITDA
Company projects 18-20% increase in net sales for fiscal 2026
Outlook
Company expects Fiscal 2026 net sales to rise 18-20% to $1.55-1.57 bln
e.l.f. Beauty projects Fiscal 2026 adjusted EBITDA of $302-306 mln
Company anticipates Fiscal 2026 adjusted net income of $165-168 mln
Result Drivers
MARKET SHARE GAINS - e.l.f. brand gained 140 basis points in market share, contributing to sales growth
PRODUCT LAUNCH - Record-breaking launch of rhode at Sephora North America boosted sales
HIGHER SG&A EXPENSES - Increase in marketing, merchandising, and distribution costs drove SG&A expenses up
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Sales | Miss | $343.94 mln | $366.43 mln (15 Analysts) |
Q2 Net Income | $3 mln | ||
Q2 Gross Profit | $238.86 mln | ||
Q2 Operating Income | $7.72 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the personal products peer group is "buy"
Wall Street's median 12-month price target for elf Beauty Inc is $150.00, about 21.1% above its November 4 closing price of $118.29
The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 31 three months ago
Press Release: ID:nBw8w2mwDa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)