{"schema_version":"secwatch.filing_event.v1","accession":"0001600033-25-000013","form_type":"8-K","ticker":"ELF","cik":"0001600033","company_name":"e.l.f. Beauty, Inc.","filed_at":"2025-05-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.961757+00:00","generated_at":"2026-05-20T08:09:25.897940+00:00","sec_items":["1.01","2.01","2.02","3.02","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"confidence":"high","headline":"e.l.f. Beauty to acquire rhode for $1B; Q4 net sales +4% to $332.6M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001600033-25-000013","json":"https://secwatch.observer/filing/0001600033-25-000013.json","markdown":"https://secwatch.observer/filing/0001600033-25-000013.md","text":"https://secwatch.observer/filing/0001600033-25-000013.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1600033/000160003325000013/0001600033-25-000013-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1600033/000160003325000013/elf-20250528.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-20T08:09:25.897940+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}