e.l.f. Beauty to acquire rhode for $1B; Q4 net sales +4% to $332.6M

e.l.f. Beauty, Inc.

Acquire rhode for $800M at closing ($600M cash + $200M stock) plus up to $200M earnout; ~3.8x LTM net sales of $212M.
Deal expected to close in Q2 FY2026; Hailey Bieber remains as Chief Creative Officer; lock-up on 60% of stock for one year.
Q4 FY2025 net sales $332.6M (+4% YoY); GAAP EPS $0.49; adjusted EPS $0.78.
Full year net sales $1.31B (+28% YoY); GAAP EPS $1.92; adjusted EPS $3.39; adjusted EBITDA $296.8M (+26%).
No FY2026 guidance provided due to tariff uncertainty; $600M debt financing committed for acquisition.

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