•
Jun 30, 2022

e.l.f. Q1 2023 Earnings Report

e.l.f. Beauty reported a strong first quarter in fiscal year 2023, marked by significant net sales growth and market share expansion.

Key Takeaways

e.l.f. Beauty announced a successful Q1 2023, achieving its fourteenth consecutive quarter of net sales growth with a 26% increase to $122.6 million. The company expanded its market share by 120 basis points and raised its fiscal year 2023 outlook.

Net sales increased by 26% to $122.6 million, driven by strength in national and international retailers.

Gross margin increased by approximately 390 basis points to 68%, benefiting from price increases, cost savings, and product mix.

GAAP net income reached $14.5 million, with diluted earnings per share at $0.27.

The company raised its fiscal year 2023 outlook, projecting a 14-16% year-over-year increase in net sales.

Total Revenue
$123M
Previous year: $97M
+26.3%
EPS
$0.39
Previous year: $0.27
+44.4%
Gross Profit
$83M
Previous year: $61.9M
+34.1%
Cash and Equivalents
$72.2M
Previous year: $63.4M
+14.0%
Free Cash Flow
$30.3M
Previous year: $5.16M
+488.4%
Total Assets
$514M
Previous year: $498M
+3.1%

e.l.f.

e.l.f.

Forward Guidance

The company updated its fiscal year 2023 outlook, projecting a 14-16% year-over-year increase in net sales.

Positive Outlook

  • Net sales are projected to increase by 14-16% year-over-year.
  • Adjusted EBITDA is expected to be in the range of $83.5-85.0 million.
  • The adjusted effective tax rate is anticipated to be 25-26%.
  • Adjusted net income is forecasted to be $47.0-48.5 million.
  • Adjusted diluted earnings per share are expected to be $0.84-0.87.