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Mar 31, 2025
e.l.f. Q4 2025 Earnings Report
e.l.f. Beauty reported continued sales growth and profitability in Q4, driven by strong performance across retail and e-commerce channels.
Key Takeaways
e.l.f. Beauty posted its 25th consecutive quarter of net sales growth with $332.6M in revenue, a gross margin of 71%, and adjusted EPS of $0.78. The company also announced a $1B acquisition of rhode to expand its brand portfolio.
Net sales increased 4% YoY to $332.6M
Gross margin rose to 71% due to favorable FX and lower transportation costs
Adjusted EPS reached $0.78, up from $0.53 YoY
Announced acquisition of rhode to boost prestige beauty segment
Forward Guidance
No formal guidance provided for FY2026 due to tariff uncertainty.
Positive Outlook
- Strong performance in both retail and e-commerce channels
- Continued market share gains in the U.S.
- Improved gross margins from cost efficiencies
- Sustained international expansion strategy
- Strategic acquisition of rhode for portfolio diversification
Challenges Ahead
- Uncertainty around future tariffs impacting visibility
- SG&A pressure from ongoing marketing investments
- No numerical guidance issued for FY2026
- Potential integration risks related to rhode acquisition
- Dependence on discretionary consumer spending
Historical Earnings Impact
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Avg. Return Before/After Earnings
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