e.l.f. Beauty, Inc. — fact timeline

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.

“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”

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.

“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.”

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.

“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.”

e.l.f. Beauty, Inc. amended revolving credit of Revolving Credit Facility; no change in principal amount with Bank of Montreal, as administrative agent, and the lenders party thereto at Increased interest rate margin; specific new margins not separately disclosed bu maturing No change; same as existing.

“On August 5, 2025, e.l.f. Beauty, Inc., a Delaware corporation (the “ Company ”), entered into that certain Fifth Amendment to Amended and Restated Credit Agreement (the “ Amendment ”) among the Company, e.l.f. Cosmetics, Inc., a Delaware corporation (“ e.l.f. Cosmetics ”), certain of the Company’s other subsidiaries party thereto, Bank of Montreal, as administrative agent (in such capacity, the “ Agent ”), and the lenders party thereto, to the Amended and Restated Credit Agreement, dated as of April 30, 2021, among the Company, e.l.f. Cosmetics, certain of the Company’s other subsidiaries party thereto, the lenders party thereto and the Agent (as amended prior to the Amendment, the “ Existing Credit Agreement ,” and as further amended by the Amendment, the “ Amended Credit Agreement ”). The Amendment, among other things, established a term loan facility in an aggregate principal amount of $600 million (the “ Term Facility ”), made technical changes to the Existing Credit Agreement in”

e.l.f. Beauty, Inc. incurred term loan of aggregate principal amount of $600 million with Bank of Montreal, as administrative agent, and the lenders party thereto at SOFR or an alternate base rate plus an interest rate margin ranging from 1.50% t maturing March 3, 2030, with quarterly amortization payments of 1.25% of original principal for first three years and 1.875% for the next two years, commencing December.

“On August 5, 2025, e.l.f. Beauty, Inc., a Delaware corporation (the “ Company ”), entered into that certain Fifth Amendment to Amended and Restated Credit Agreement (the “ Amendment ”) among the Company, e.l.f. Cosmetics, Inc., a Delaware corporation (“ e.l.f. Cosmetics ”), certain of the Company’s other subsidiaries party thereto, Bank of Montreal, as administrative agent (in such capacity, the “ Agent ”), and the lenders party thereto, to the Amended and Restated Credit Agreement, dated as of April 30, 2021, among the Company, e.l.f. Cosmetics, certain of the Company’s other subsidiaries party thereto, the lenders party thereto and the Agent (as amended prior to the Amendment, the “ Existing Credit Agreement ,” and as further amended by the Amendment, the “ Amended Credit Agreement ”). The Amendment, among other things, established a term loan facility in an aggregate principal amount of $600 million (the “ Term Facility ”), made technical changes to the Existing Credit Agreement in”

e.l.f. Beauty, Inc. completed an acquisition involving rhode for $800 million (closed 2025-08-05).

“Agreement (the “ Closing ”), all outstanding limited liability company interests of rhode were cancelled and converted into the right to receive (i) aggregate consideration of $800 million, subject to certain adjustments set forth in the Merger Agreement (the “ Closing Consideration ”), and (ii) contingent consideration (if any) in cash (the “ Earn-Out ”) of (A) up”

Charles Victor Bergh was appointed as Director at e.l.f. Beauty, Inc..

“On March 31, 2025, the Board appointed Charles (“Chip”) Victor Bergh to the Board as a Class III director, effective as of April 1, 2025, with an initial term expiring at the Company’s 2025 annual meeting of stockholders.”

Beth Pritchard resigned as Director at e.l.f. Beauty, Inc..

“On March 31, 2025, Beth Pritchard notified e.l.f. Beauty, Inc. (the “ Company ”) of her decision to resign from the Company’s Board of Directors (the “ Board ”) and all committees thereof, effective March 31, 2025.”

e.l.f. Beauty, Inc. amended revolving credit of $500 million aggregate principal amount revolving credit facility with Bank of Montreal, as administrative agent, and the lenders party thereto at SOFR or alternate base rate plus an interest rate margin ranging from 1.125% to maturing March 3, 2030.

“established a revolving credit facility in an aggregate principal amount of $500 million”

Maria Ferreras was appointed as Director at e.l.f. Beauty, Inc..

“On June 18, 2024, the Board appointed Maria Ferreras to the Board as a Class II director, effective as of August 22, 2024.”

Richard Wolford resigned as Director at e.l.f. Beauty, Inc..

“On June 16, 2024, Richard Wolford informed e.l.f. Beauty, Inc. (the “Company”) that he would not stand for re-election at the upcoming 2024 annual meeting of stockholders of the Company to be held on August 22, 2024 (the “2024 Annual Meeting”) and will resign from the Board of Directors of the Company (the “Board”) effective as of the 2024 Annual Meeting.”

e.l.f. Beauty, Inc. reported Fiscal 2024 results: revenue Net sales $980-990 million, net income Adjusted net income $164-166 million, EPS Adjusted diluted earnings per share $2.84-2.87. Guidance raised.

“Net sales $980-990 million $896-906 million Adjusted EBITDA $218-220 million $197-200 million Adjusted effective tax rate 14 % 17-18% Adjusted net income $164-166 million $144-146 million Adjusted diluted earnings per share $2.84-2.87 $2.47-2.50”

e.l.f. Beauty, Inc. reported Nine months ended December 31, 2023 results: net income Adjusted net income was $152.9 million, EPS Adjusted diluted earnings per share were $2.66.

“Nine Months Ended December 31, 2023 Results For the nine months ended December 31, 2023, compared to the nine months ended December 31, 2022: • Net sales increased 80% to $702.8 million, primarily driven by strength in both retailer and e-commerce channels.”

e.l.f. Beauty, Inc. reported Three months ended December 31, 2023 results: net income Adjusted net income (net income excluding the items identified in the reconciliation table below) was $42.9 million, EPS Adjusted diluted earnings per share (diluted earnings per share calculated with adjusted net income excluding the items.

“proud of our team and the progress we continue to make across color cosmetics, skin care and internationally.” Three Months Ended December 31, 2023 Results For the three months ended December 31, 2023 , compared to the three months ended December 31, 2022: • Net sales increased 85% to $270.9 million, primarily driven by strength in both retailer and e-commerce channels.”

e.l.f. Beauty, Inc. reported fiscal 2024 results: revenue $896-906 million. Guidance raised.

“Updated Fiscal 2024 Outlook Previous Fiscal 2024 Outlook Net sales $896-906 million $792-802 million Adjusted EBITDA $197-200 million $171-174 million Adjusted effective tax rate 17-18% 17-18% Adjusted net income $144-146 million $125-127 million Adjusted diluted earnings per share $2.47-2.50 $2.19-2.22 Fiscal year ending diluted shares outstanding 58 million 57 million Webcast Details The Company will hold a webcast to discuss the results from its second quarter fiscal 2024 today, November 1, 2023, at 4:30 p.m.”

e.l.f. Beauty, Inc. reported six months ended September 30, 2023 results: revenue $431.8 million, net income $86.2 million, EPS $1.50.

“Net sales increased 76% to $431.8 million, primarily driven by strength in both retailer and e-commerce channels.”

e.l.f. Beauty, Inc. reported three months ended September 30, 2023 results: revenue $215.5 million, net income $33.3 million, EPS $0.58.

“Net sales increased 76% to $215.5 million, primarily driven by strength in both retailer and e-commerce channels.”

e.l.f. Beauty, Inc. entered into Securities Purchase Agreement with Naturium LLC, TCB-N Prelude Blocker Corp., The Center Brands LLC, Elaine J. Balady valued at $355.0 million total consideration, $72.02 million in stock (effective 2023-08-28).

“On August 28, 2023 (the “ Signing Date ”), e.l.f. Beauty, Inc., a Delaware corporation (the “ Company ”), entered into a Securities Purchase Agreement (the “ Purchase Agreement ”) by and among the Company, Naturium LLC, a Delaware limited liability company (“ Naturium ”), TCB-N Prelude Blocker Corp., a Delaware limited liability company (“ Blocker ”), The Center Brands LLC, a Delaware limited liability company (“ TCB ”), Elaine J. Balady, an individual (together with TCB, the “ Naturium Sellers ”), TCB Prelude Holdings, LLC, a Delaware limited liability company (together with the Naturium Sellers, the “ Sellers ” and each, a “ Seller ”), e.l.f. Cosmetics, Inc., a Delaware corporation (“ e.l.f. Cosmetics ”), and TCB, in its capacity as the Sellers’ representative (the “ Representative ”).”

e.l.f. Beauty, Inc. shareholders approved Ratification of the Appointment of the Independent Registered Public Accounting Firm at the 2023-08-24 meeting.

“The Company’s stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered accounting firm for the fiscal year ending March 31, 2024.”

e.l.f. Beauty, Inc. shareholders approved Advisory Vote on Executive Compensation at the 2023-08-24 meeting.

“The Company’s stockholders approved, on an advisory basis, the compensation paid to the Company’s named executive officers.”

e.l.f. Beauty, Inc. shareholders approved Election of Class I Directors at the 2023-08-24 meeting.

“Each of the three nominees for Class I director was elected to serve as a Class I director until the Company’s 2026 annual meeting of stockholders, or until his or her respective successor has been elected and qualified or until his or her respective earlier death, resignation or removal.”

e.l.f. Beauty, Inc. reported fiscal 2024 results: revenue $792-802 million, net income $125-127 million, EPS $2.19-2.22. Guidance raised.

“expected 37-39% year-over-year increase in net sales, as compared to an expected 22-24% increase previously. Updated Fiscal 2024 Outlook Previous Fiscal 2024 Outlook Net sales $792-802 million $705-720 million Adjusted EBITDA $171-174 million $114.5-147.5 million Adjusted effective tax rate 17-18% 21-22% Adjusted net income $125-127 million $98.5-100.5”

e.l.f. Beauty, Inc. reported three months ended June 30, 2023 results: revenue $216.3 million, net income $53.0 million, EPS $0.93.

“momentum.” Three Months Ended June 30, 2023 Results For the three months ended June 30, 2023, compared to the three months ended June 30, 2022: • Net sales increased 76% to $216.3 million, primarily driven by strength in both our retailer and e-commerce channels. • Gross margin increased approximately 280 basis points to 71%, primarily driven by favorable FX”

e.l.f. Beauty, Inc. reported Fiscal 2024 results: revenue $705-720 million, net income $98.5-100.5 million, EPS $1.73-1.76. Guidance initiated.

“Fiscal 2024 Outlook Fiscal 2023 Net sales $705-720 million $579 million Adjusted EBITDA $144.5-147.5 million $116.8 million Adjusted effective tax rate 21-22% 10% Adjusted net income $98.5-100.5 million $91.8 million Adjusted diluted earnings per share $1.73-1.76 $1.66 Weighted average diluted shares outstanding 57 million 55 million Webcast Details The Company will hold a webcast to discuss the results from its fourth quarter fiscal 2023 today, May 24, 2023, at 4:30 p.m.”

e.l.f. Beauty, Inc. reported the twelve months ended March 31, 2023 results: revenue $578.8 million, net income $61.5 million, EPS $1.11. Guidance initiated.

“Net sales increased 48% to $578.8 million, primarily driven by strength across our retailer and e-commerce channels.”

e.l.f. Beauty, Inc. reported the three months ended March 31, 2023 results: revenue $187.4 million, net income $16.2 million, EPS $0.29.

“Net sales increased 78% to $187.4 million, primarily driven by strength across our retailer and e-commerce channels.”

e.l.f. Beauty, Inc. reported fiscal 2023 results: revenue $541-545 million, net income $75.5-77 million, EPS $1.37-1.40. Guidance raised.

“Updated Fiscal 2023 Outlook The Company is providing the following updated outlook for fiscal 2023. The updated outlook for fiscal 2023 reflects an expected 38-39% year-over-year increase in net sales, as compared to an expected 22-24% year-over-year increase previously. Updated Fiscal 2023 Outlook Previous Fiscal 2023 Outlook Net sales $541-545 million $478-486 million Adjusted EBITDA $110.5-112 million $93.5-95 million Adjusted effective tax rate 19% 22-23% Adjusted net income $75.5-77 million $59-60.5 million Adjusted diluted earnings per share $1.37-1.40 $1.07-1.10 Fiscal year ending diluted shares outstanding 56 million 56 million”

e.l.f. Beauty, Inc. reported nine months ended December 31, 2022 results: revenue $391.5 million, net income $45.3 million, EPS $0.82. Guidance raised.

“For the nine months ended December 31, 2022 , compared to the nine months ended December 31, 2021: • Net sales increased 36% to $391.5 million, primarily driven by strength in both our retailer and e-commerce channels. • Gross margin increased approximately 255 basis points to 67%, primarily driven by price increases, cost savings, and product mix, partially offset by inventory adjustments and higher transportation costs. • SG&A increased $44.6 million to $201.2 million, or 51% of net sales. Adjusted SG&A increased $40.0 million to $179.4 million, or 46% of net sales. The increase was primarily due to an increase in marketing and digital spend, compensation and benefits, operations costs, retail fixturing and visual merchandising costs. • The provision for income taxes was $10.5 million. • Net income was $45.3 million on a GAAP basis. Adjusted net income was $68.0 million. • Diluted earnings per share were $0.82 on a GAAP basis. Adjusted diluted earnings per share were $1.24.”

e.l.f. Beauty, Inc. reported three months ended December 31, 2022 results: revenue $146.5 million, net income $19.1 million, EPS $0.34. Guidance raised.

“For the three months ended December 31, 2022 , compared to the three months ended December 31, 2021: • Net sales increased 49% to $146.5 million, primarily driven by strength in both our retailer and e-commerce channels. • Gross margin increased approximately 180 basis points to 67%, primarily driven by price increases, cost savings and product mix, partially offset by inventory adjustments and costs related to space gains and Spring shelf resets. • Selling, general and administrative expenses ("SG&A") increased $20.1 million to $75.4 million, or 51% of net sales. Adjusted SG&A (SG&A excluding the items identified in the reconciliation table below) increased $19.6 million to $68.2 million, or 47% of net sales. The increase was primarily due to an increase in marketing and digital spend, compensation and benefits, operations costs, retail fixturing and visual merchandising costs. • The provision for income taxes was $4.3 million. • Net income was $19.1 million on a GAAP basis. Adjusted”

e.l.f. Beauty, Inc. reported Fiscal 2023 results: revenue $478-486 million, net income $59.0-60.5 million, EPS $1.07-1.10. Guidance raised.

“Updated Fiscal 2023 Outlook Previous Fiscal 2023 Outlook Net sales $478-486 million $448-456 million Adjusted EBITDA $93.5-95.0 million $83.5-85.0 million Adjusted effective tax rate 22-23% 25-26% Adjusted net income $59.0-60.5 million $47.0-48.5 million Adjusted diluted earnings per share $1.07-1.10 $0.84-0.87 Fiscal year ending diluted shares outstanding 56 million 56 million”

e.l.f. Beauty, Inc. reported the six months ended September 30, 2022 results: revenue $245.0 million, net income $26.2 million, EPS $0.48. Guidance raised.

“Six Months Ended September 30, 2022 Results For the six months ended September 30, 2022 , compared to the six months ended September 30, 2021: • Net sales increased 30% to $245.0 million, primarily driven by strength in both our retailer and e-commerce channels. • Gross margin increased approximately 290 basis points to 66%, primarily driven by price increases, cost savings, and product mix, partially offset by inventory adjustments and higher transportation costs. • SG&A increased $24.5 million to $125.7 million, or 51% of net sales. Adjusted SG&A increased $20.4 million to $111.2 million, or 45% of net sales. The increase was primarily due to an increase in compensation and benefits, marketing and digital spend and operations costs. • The provision for income taxes was $6.3 million. • Net income was $26.2 million on a GAAP basis. Adjusted net income was $41.2 million. • Diluted earnings per share were $0.48 on a GAAP basis.”

e.l.f. Beauty, Inc. reported Second Quarter Fiscal 2023 results: revenue $122.3 million, net income $11.7 million, EPS $0.21. Guidance raised.

“Net sales increased 33% to $122.3 million, primarily driven by strength in both our retailer and e-commerce channels. • Gross margin increased approximately 190 basis points to 65%, primarily driven by price increases, cost savings and product mix, partially offset by inventory adjustments and higher transportation costs. • Selling, general and administrative expenses ("SG&A") increased $13.7 million to $64.2 million, or 52% of net sales. Adjusted SG&A (SG&A excluding the items identified in the reconciliation table below) increased $11.0 million to $56.2 million, or 46% of net sales. The increase was primarily due to an increase in compensation and benefits, marketing and digital spend, and operations costs. • The provision for income taxes was $1.6 million. • Net income was $11.7 million on a GAAP basis. Adjusted net income (net income excluding the items identified in the reconciliation table below) was $20.1 million. • Diluted earnings per share were $0.21 on a GAAP basis.”

Gayle Tait was appointed as Class I Director at e.l.f. Beauty, Inc..

“On October 31, 2022, the Board appointed Gayle Tait to the Board as a Class I director, effective on November 4, 2022”

Kirk Perry resigned as Director at e.l.f. Beauty, Inc..

“On October 27, 2022 , Kirk Perry resigned from the Board of Directors (the “ Board ”) of the Company, effective as of November 4, 2022.”

Tiffany Daniele was appointed as Director at e.l.f. Beauty, Inc..

“On May 17, 2022, the Board appointed Tiffany Daniele to the Board as a Class III director, effective on May 31, 2022, with an initial term expiring at the Company’s 2022 annual meeting of stockholders.”

Richelle Parham resigned as Director at e.l.f. Beauty, Inc..

“On May 11, 2022, Richelle Parham resigned from the Board of Directors (the “ Board ”) of e.l.f. Beauty, Inc. (the “ Company ”), effective as of May 31, 2022.”

Jennie Laar was appointed as Senior Vice President, Chief Commercial Officer at e.l.f. Beauty, Inc..

“Jennie Laar will join the Company and begin serving as Senior Vice President, Chief Commercial Officer on May 16, 2022.”

Rich Baruch departed as Senior Vice President, Chief Commercial Officer at e.l.f. Beauty, Inc..

“Rich Baruch, Senior Vice President, Chief Commercial Officer, will be leaving the Company, effective June 2, 2022.”