secwatch.observer — SEC 8-K summary
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Issuer:     e.l.f. Beauty, Inc. (ELF)
CIK:        0001600033
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0001600033-25-000053
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

e.l.f. Beauty Q2 net sales up 14% to $344M; adj. EPS $0.68; FY26 outlook below prior year
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- Net sales $343.9M (+14% YoY); GAAP net income $3.0M ($0.05 diluted EPS); adjusted net income $40.7M ($0.68 adj. EPS).
- Gross margin 69%, down ~165 bps due to higher tariff costs, partially offset by pricing/mix.
- FY2026 outlook: net sales $1,550-1,570M (+18-20%); adj. EPS $2.80-$2.85 vs prior year $3.39.
- Record rhode launch in Sephora NA; e.l.f. brand gained 140 bps market share.
- Cash $194.4M; long-term debt $831.6M vs $96.8M and $156.6M a year ago.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1600033/000160003325000053/0001600033-25-000053-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1600033/000160003325000053/elf-20251105.htm
  HTML page:      https://secwatch.observer/filing/0001600033-25-000053

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