e.l.f. Beauty misses Q2 net sales estimates

e.l.f. Beauty

05/11/2025 22:09

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.)