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Mar 31, 2022

e.l.f. Q4 2022 Earnings Report

e.l.f. Beauty's Q4 2022 results showcased a 13% increase in net sales, driven by strength in national and international retailers. Gross margin increased by approximately 100 basis points, and the company provided a fiscal 2023 outlook for 10-12% net sales growth.

Key Takeaways

e.l.f. Beauty reported a 13% increase in net sales for Q4 2022, reaching $105.1 million. The company's gross margin improved by 100 basis points to 64.2%. Net income was $1.6 million, with diluted earnings per share at $0.03. The company provided a fiscal 2023 outlook projecting a 10-12% increase in net sales.

Net sales increased by 13% to $105.1 million, driven by strength in national and international retailers.

Gross margin increased by approximately 100 basis points to 64.2%, driven by cost savings, margin accretive mix and price increases.

Net income was $1.6 million, with adjusted net income at $6.9 million.

Diluted earnings per share were $0.03 on a GAAP basis, with adjusted diluted earnings per share at $0.13.

Total Revenue
$105M
Previous year: $92.7M
+13.4%
EPS
$0.13
Previous year: $0.16
-18.8%
Gross Margin
64.2%
Adjusted EBITDA
$12.8M
Previous year: $12.9M
-0.7%
Gross Profit
$67.5M
Previous year: $58.6M
+15.2%
Cash and Equivalents
$43.4M
Previous year: $57.8M
-25.0%
Free Cash Flow
$11.5M
Total Assets
$495M
Previous year: $487M
+1.5%

e.l.f.

e.l.f.

Forward Guidance

The company is providing the following outlook for fiscal 2023. When compared to fiscal 2022, the outlook for fiscal 2023 reflects an expected 10-12% increase in net sales.

Positive Outlook

  • Net sales $432-440 million
  • Adjusted EBITDA $80.5-82.0 million
  • Adjusted effective tax rate 27-28%
  • Adjusted net income $43.5-45.5 million
  • Adjusted diluted earnings per share $0.78-0.81