earnings
confidence high
sentiment positive
materiality 0.75
e.l.f. Beauty Q2 net sales +40% to $301M; raises FY2025 outlook
e.l.f. Beauty, Inc.
2025-Q2 EPS
reported $1.14
vs consensus $0.84
▲ beat
(+35.0%)
- Net sales $301.1M (+40% YoY); GAAP diluted EPS $0.33, adjusted diluted EPS $0.77.
- U.S. market share gained 195 bps; international net sales grew 91% YoY.
- Gross margin expanded ~40 bps to 71%; adjusted EBITDA $69.3M (23% of sales).
- Raised FY2025 net sales outlook to $1.315-1.335B (from $1.28-1.30B); adj EPS outlook $3.47-$3.53.
- Cash and equivalents $96.8M; long-term debt $156.6M as of Sep 30, 2024.