{"schema_version":"secwatch.filing_event.v1","accession":"0001600033-26-000018","form_type":"8-K","ticker":"ELF","cik":"0001600033","company_name":"e.l.f. Beauty, Inc.","filed_at":"2026-05-20T20:14:17+00:00","discovered_at":"2026-05-20T20:15:00.278181+00:00","generated_at":"2026-05-20T21:35:20.205487+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"e.l.f. Beauty Q4 net sales +35% to $449M, GAAP loss $49.4M; FY26 sales +25%, adj EPS $3.13","bullets":["Q4 net sales $449.3M (+35% YoY); GAAP net loss $49.4M ($0.82 loss/share); adjusted net income $19.4M, adj diluted EPS $0.32.","Full FY26 net sales $1,636.5M (+25% YoY); GAAP net income $26.3M ($0.44 EPS); adjusted net income $185.9M, adj diluted EPS $3.13.","Gross margin Q4 up 140bps to 73%; FY26 gross margin down 50bps to 71% due to higher tariffs partially offset by pricing.","Total debt $841.7M (up from $256.7M); cash $289.7M as of March 31, 2026.","FY27 guidance: net sales $1,835-1,865M (+12-14% YoY), adj EBITDA $379-385M, adj diluted EPS $3.27-3.32."],"urls":{"canonical":"https://secwatch.observer/filing/0001600033-26-000018","json":"https://secwatch.observer/filing/0001600033-26-000018.json","markdown":"https://secwatch.observer/filing/0001600033-26-000018.md","text":"https://secwatch.observer/filing/0001600033-26-000018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/elf-20260520.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-20T21:35:20.205487+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":[{"claim_id":"26d88351a52f5ff90664a55800af06f859510b31","claim":"e.l.f. Beauty, Inc. reported twelve months ended March 31, 2026 results: revenue $1,636.5 million, net income $185.9 million, EPS $3.13.","evidence_excerpt":"Net sales increased 25% to $1,636.5 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"twelve months ended March 31, 2026"},{"label":"Revenue","value":"$1,636.5 million"},{"label":"Net income","value":"$185.9 million"},{"label":"EPS","value":"$3.13"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"26d88351a52f5ff90664a55800af06f859510b31","claim":"e.l.f. Beauty, Inc. reported twelve months ended March 31, 2026 results: revenue $1,636.5 million, net income $185.9 million, EPS $3.13.","evidence_excerpt":"year. Twelve Months Ended March 31, 2026 Results For the twelve months ended March 31, 2026, compared to the twelve months ended March 31, 2025: • Net sales increased 25% to $1,636.5 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally. • Gross margin decreased approximately 50 basis points to 71%, primarily","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"twelve months ended March 31, 2026"},{"label":"Revenue","value":"$1,636.5 million"},{"label":"Net income","value":"$185.9 million"},{"label":"EPS","value":"$3.13"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"2ec230a397bbd0a791bcf1cc4dacf0a147677e7e","claim":"e.l.f. Beauty, Inc. reported Fiscal 2027 results: revenue $1,835-1,865 million, net income $198-201 million, EPS $3.27-3.32. Guidance initiated.","evidence_excerpt":"for fiscal 2027. When compared to fiscal 2026, the outlook for fiscal 2027 reflects an expected 12-14% increase in net sales. Fiscal 2027 Outlook Fiscal 2026 Actuals Net sales $1,835-1,865 million $1,636 million Adjusted EBITDA $379-385 million $335 million Adjusted effective tax rate 25-26% 23% Adjusted net income $198-201 million $186 million Adjusted","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal 2027"},{"label":"Revenue","value":"$1,835-1,865 million"},{"label":"Net income","value":"$198-201 million"},{"label":"EPS","value":"$3.27-3.32"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"a7928c50fc04583103ff6e84b4c9ca323ebc69c0","claim":"e.l.f. Beauty, Inc. reported three months ended March 31, 2026 results: revenue $449.3 million, net income $19.4 million, EPS $0.32.","evidence_excerpt":"Net sales increased 35% to $449.3 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2026"},{"label":"Revenue","value":"$449.3 million"},{"label":"Net income","value":"$19.4 million"},{"label":"EPS","value":"$0.32"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a7928c50fc04583103ff6e84b4c9ca323ebc69c0","claim":"e.l.f. Beauty, Inc. reported three months ended March 31, 2026 results: revenue $449.3 million, net income $19.4 million, EPS $0.32.","evidence_excerpt":"ahead.” Three Months Ended March 31, 2026 Results For the three months ended March 31, 2026, compared to the three months ended March 31, 2025: • Net sales increased 35% to $449.3 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally. • Gross margin increased approximately 140 basis points to 73%, primarily","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2026"},{"label":"Revenue","value":"$449.3 million"},{"label":"Net income","value":"$19.4 million"},{"label":"EPS","value":"$0.32"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}