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Dec 31, 2024
e.l.f. Q3 2025 Earnings Report
Expected Revenue:$328M
+13.5% YoY
Expected EPS:$0.76
+28.8% YoY
Key Takeaways
e.l.f. Beauty reported a strong Q3 2025 with a 31% increase in net sales and gained 220 basis points of market share in the U.S.
Net sales increased by 31% to $355.3 million.
Gross margin increased approximately 40 basis points to 71%.
Diluted earnings per share were $0.30 on a GAAP basis, while adjusted diluted earnings per share were $0.74.
The company had $73.8 million in cash and cash equivalents as of December 31, 2024.
e.l.f.
e.l.f.
Forward Guidance
Given softer than expected trends in January, the company is taking a prudent approach and lowering its outlook for the final quarter of the fiscal year. The updated outlook for fiscal 2025 reflects an expected 27-28% year-over-year increase in net sales.
Positive Outlook
- Net sales are expected to increase by 27-28% year-over-year.
Challenges Ahead
- Softer than expected trends in January.
- Lowering outlook for the final quarter of the fiscal year.