e.l.f. Beauty tops Q4 sales estimates on retail and ecommerce channels growth

e.l.f. Beauty

20/05/2026 21:16

Overview

U.S. cosmetics maker's fiscal Q4 net sales rose 35%, beating analyst expectations

Adjusted net income positive, but company posted GAAP net loss due to rhode acquisition adjustment

Company guides for 12-14% net sales growth and higher adjusted EPS in fiscal 2027

Outlook

Company sees fiscal 2027 net sales of $1.835-1.865 bln, up 12-14% from prior yr

e.l.f. Beauty expects fiscal 2027 adjusted EBITDA of $379-385 mln

Company projects fiscal 2027 adjusted diluted EPS of $3.27-3.32

Result Drivers

CHANNEL EXPANSION - Co said Q4 net sales growth was primarily driven by growth in retailer and e-commerce channels in the US and internationally

BRAND PERFORMANCE - Co said all five brands grew in the yr, with rhode and Naturium delivering particularly strong results

PRICING BENEFITS - Co said Q4 gross margin improvement was mainly due to benefits from pricing, partially offset by higher tariffs

Company press release: ID:nBw3S2qYpa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$449.29 mln
$423.09 mln (16 Analysts)
Q4 EPS
-$0.82
Q4 Adjusted Net Income
$19.40 mln
Q4 Net Income
-$49.37 mln
Q4 Adjusted EBITDA
$58.80 mln
Q4 Gross Margin
73.00%
Q4 Gross Profit
$326.45 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 6 "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 $90.00, about 69.9% above its May 19 closing price of $52.98

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 25 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)