Highest-materiality recent filing
e.l.f. Beauty Q4 net sales +35% to $449M, GAAP loss $49.4M; FY26 sales +25%, adj EPS $3.13
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.
e.l.f. Beauty Q3 net sales up 38% to $489.5M; raises FY2026 outlook
GAAP diluted EPS $0.65; adjusted diluted EPS $1.24.
e.l.f. Beauty Q2 net sales up 14% to $344M; adj. EPS $0.68; FY26 outlook below prior year
Net sales $343.9M (+14% YoY); GAAP net income $3.0M ($0.05 diluted EPS); adjusted net income $40.7M ($0.68 adj. EPS).
e.l.f. Beauty acquires rhode; rhode had $169M revenue in FY2024
rhode's audited FY2024 net sales $168.96M, net income $29.93M, total assets $80.51M.
e.l.f. Beauty closes rhode acquisition for $800M; Q1 net sales up 9% to $353.7M, adj. EPS $0.89
Acquired rhode for $800M ($600M cash via term loan, $200M stock); potential earnout up to $200M.
e.l.f. Beauty to acquire rhode for $1B; Q4 net sales +4% to $332.6M
Acquire rhode for $800M at closing ($600M cash + $200M stock) plus up to $200M earnout; ~3.8x LTM net sales of $212M.
e.l.f. Beauty enters $500M credit facility, repurchases $50M in stock
Entered $500M revolving credit facility maturing March 2030, refinancing existing debt and reducing interest rate margins.
e.l.f. Beauty Q3 FY2025: net sales +31% to $355M, adj. EPS $0.74; lowers FY2025 guidance
Q3 net sales $355.3M (+31% YoY); GAAP EPS $0.30, adjusted EPS $0.74.
e.l.f. Beauty Q2 net sales +40% to $301M; raises FY2025 outlook
Net sales $301.1M (+40% YoY); GAAP diluted EPS $0.33, adjusted diluted EPS $0.77.
e.l.f. Beauty announces $500M share repurchase program, amends credit agreement
Board authorized up to $500M share repurchase program; previous $25M program exhausted.
e.l.f. Beauty Q1 net sales +50% to $324.5M; raises FY2025 outlook
Net sales up 50% to $324.5M; gross margin 71% (+80 bps YoY).
e.l.f. Beauty reports Q4 net sales up 71% to $321.1M; FY2024 revenue tops $1B, up 77% YoY
Q4 GAAP diluted EPS $0.25; adjusted diluted EPS $0.53; net sales $321.1M, up 71% YoY.
e.l.f. Beauty Q3 net sales +85% to $270.9M; raises FY2024 outlook
Q3 net sales $270.9M (+85% YoY); gross margin 71% (+350 bps).
e.l.f. Beauty Q2 net sales up 76% to $215.5M; raises FY2024 outlook
Q2 GAAP EPS $0.58, adjusted EPS $0.82; gross margin 71% (+570 bps YoY).
e.l.f. Beauty closes acquisition of Naturium for ~$333M total consideration
Total consideration: ~$261.34M cash + 577,659 shares of ELF common stock valued at ~$72.02M.
e.l.f. Beauty to acquire skin care brand Naturium for $355M in cash and stock
Total consideration of $355M includes ~$70M (600k shares) of e.l.f. stock issued to founders and key management.
e.l.f. Beauty Q1 net sales +76% to $216.3M; raises FY2024 outlook
Q1 net sales $216.3M (+76% YoY); gross margin 71% (+280 bps); adjusted diluted EPS $1.10.
e.l.f. Beauty Q4 net sales +78% to $187.4M; FY 2024 guidance calls for 22-24% sales growth
Q4 net sales $187.4M (+78% YoY); gross margin 69% (+470 bps).
e.l.f. Beauty Q3 net sales +49% to $146.5M; raises FY2023 guidance sharply
GAAP diluted EPS $0.34; adjusted diluted EPS $0.48, up from $0.36 a year ago.
e.l.f. Beauty Q2 net sales up 33% to $122.3M; raises FY2023 outlook
Net sales $122.3M (+33% YoY); 15th consecutive quarter of growth.
e.l.f. Beauty Q1 net sales up 26% to $122.6M; raises FY2023 guidance
Net sales $122.6M (+26% YoY); gross margin 68% (+390 bps).
e.l.f. Beauty Q4 net sales +13% to $105.1M; FY2022 +23%; guides FY2023 10-12% growth
Q4 net sales $105.1M (+13% YoY), gross margin 64.2% (+100 bps).
e.l.f. Beauty Q3 net sales up 11% to $98.1M; raises FY2022 guidance on strong momentum
Q3 net sales $98.1M (+11% YoY); GAAP diluted EPS $0.12, adjusted diluted EPS $0.24.
e.l.f. Beauty Q2 net sales up 27% to $91.9M; raises FY22 revenue guidance
Q2 net sales $91.9M (+27% YoY); GAAP diluted EPS $0.11, adjusted diluted EPS $0.21.
e.l.f. Beauty Q1 net sales up 50% to $97M; raises FY22 guidance, adjusted EPS $0.27
Net sales $97.0M, +50% YoY; net income $8.3M ($0.15 diluted EPS).
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.
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.
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.
On June 18, 2024, the Board appointed Maria Ferreras to the Board as a Class II director, effective as of August 22, 2024.
On October 31, 2022, the Board appointed Gayle Tait to the Board as a Class I director, effective on November 4, 2022
On October 27, 2022 , Kirk Perry resigned from the Board of Directors (the “ Board ”) of the Company, effective as of November 4, 2022.
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.
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 will join the Company and begin serving as Senior Vice President, Chief Commercial Officer on May 16, 2022.
Rich Baruch, Senior Vice President, Chief Commercial Officer, will be leaving the Company, effective June 2, 2022.
Max materiality 0.95 · Median 0.75 · Most common event earnings