secwatch.observer — SEC 8-K summary
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Issuer:     e.l.f. Beauty, Inc. (ELF)
CIK:        0001600033
Form:       8-K
Filed at:   2025-05-28T23:59:59+00:00
Accession:  0001600033-25-000013
Event type: m_and_a
Sentiment:  positive
Materiality: 0.95
Item codes: 1.01, 2.01, 2.02, 3.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1600033/000160003325000013/0001600033-25-000013-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1600033/000160003325000013/elf-20250528.htm
  HTML page:      https://secwatch.observer/filing/0001600033-25-000013

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