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Sep 30, 2024

e.l.f. Q2 2025 Earnings Report

Delivered 40% net sales growth and gained 195 basis points of U.S. market share.

Key Takeaways

e.l.f. Beauty reported a strong Q2 with a 40% increase in net sales, driven by significant market share gains in the U.S. and international growth. The company's 23rd consecutive quarter of net sales growth and market share gains.

Net sales increased by 40% to $301.1 million.

Gross margin increased approximately 40 basis points to 71%.

GAAP diluted earnings per share were $0.33, while adjusted diluted earnings per share were $0.77.

The company raises fiscal 2025 outlook.

Total Revenue
$301M
Previous year: $216M
+39.7%
EPS
$0.77
Previous year: $0.82
-6.1%
Gross Profit
$214M
Previous year: $152M
+40.5%
Cash and Equivalents
$96.8M
Previous year: $168M
-42.3%
Free Cash Flow
$9.55M
Previous year: $26.4M
-63.8%
Total Assets
$1.24B
Previous year: $747M
+65.6%

e.l.f.

e.l.f.

Forward Guidance

The company updated its fiscal 2025 outlook, reflecting an expected 28-30% year-over-year increase in net sales.

Positive Outlook

  • Net sales are expected to increase by 28-30% year-over-year.
  • Net sales are expected to be $1,315-1,335 million.
  • Adjusted EBITDA is expected to be $304-308 million.
  • Adjusted effective tax rate is expected to be 19-20%.
  • Adjusted net income is expected to be $205-208 million.