secwatch.observer — SEC 8-K summary
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Issuer:     e.l.f. Beauty, Inc. (ELF)
CIK:        0001600033
Form:       8-K
Filed at:   2025-08-06T23:59:59+00:00
Accession:  0001600033-25-000037
Event type: m_and_a
Sentiment:  neutral
Materiality: 0.85
Item codes: 1.01, 2.01, 2.02, 2.03, 3.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

e.l.f. Beauty closes rhode acquisition for $800M; Q1 net sales up 9% to $353.7M, adj. EPS $0.89
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- Acquired rhode for $800M ($600M cash via term loan, $200M stock); potential earnout up to $200M.
- Q1 FY2026 net sales $353.7M (+9% YoY); gross margin 69% (-215bps due to tariffs).
- GAAP net income $33.3M ($0.58 EPS); adjusted net income $51.3M ($0.89 adj. EPS).
- Fiscal 2026 H1 outlook: net sales growth >9%; adj. EBITDA margin ~20% vs ~23% last year.
- 26th consecutive quarter of net sales growth; market share gains of 210 bps.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1600033/000160003325000037/0001600033-25-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1600033/000160003325000037/elf-20250806.htm
  HTML page:      https://secwatch.observer/filing/0001600033-25-000037

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer