Elf Beauty, INC

Market Movers (8-K)

NYSE
e.l.f. Beauty announced robust fourth quarter and full fiscal year 2026 results, showcasing significant net sales growth and providing a positive outlook for fiscal year 2027.
NYSE
e.l.f. Beauty reported strong third-quarter fiscal 2026 results with 38% net sales growth and raised its full-year fiscal 2026 outlook, driven by market share gains and international expansion.
Capital raise
Better than expected
NYSE
e.l.f. Beauty reported a 14% increase in net sales for Q2 Fiscal 2026, marking its 27th consecutive quarter of growth, but saw a decline in GAAP and adjusted net income and adjusted EBITDA for the quarter.
Worse than expected
Capital raise
NYSE
e.l.f. Beauty, Inc. completed the acquisition of HRBeauty LLC, known for its Rhode Skin brand, for an initial consideration of $800 million, with potential for an additional $200 million earnout.
Better than expected
Capital raise
NYSE
e.l.f. Beauty, Inc. announced the results of its 2025 annual meeting, with all director nominees elected and executive compensation approved.
NYSE
e.l.f. Beauty announced the strategic acquisition of Hailey Bieber's rhode brand for $800 million, alongside reporting a 9% increase in Q1 net sales and continued market share gains.
Capital raise

Quarterly Earnings (10-Q)

NYSE
e.l.f. Beauty, Inc. reported a significant increase in net sales and net income for the three months ended December 31, 2025, largely driven by the acquisition of rhode, while navigating increased debt and ongoing legal challenges.
Delay expected
Better than expected
Capital raise
NYSE
e.l.f. Beauty reported a significant drop in Q2 net income and gross margin despite revenue growth, primarily impacted by the rhode acquisition costs and increased tariffs.
Worse than expected
Capital raise
NYSE
e.l.f. Beauty, Inc. reported a 9% increase in net sales to $353.7 million for Q1 2026, but net income fell 30% to $33.3 million due to higher tax provisions and tariff impacts.
Capital raise
Worse than expected
NYSE
e.l.f. Beauty's Q3 2025 net sales increased by 31% driven by strength in both retailer and e-commerce channels.
Worse than expected
NYSE
e.l.f. Beauty's net sales increased by 40% in the second quarter of 2024, driven by growth in both retail and e-commerce channels.
Worse than expected
NYSE
e.l.f. Beauty's net sales surged by 50% in the first quarter of 2024, driven by both retail and e-commerce channels, though operating income decreased due to higher selling, general, and administrative expenses.
Worse than expected

Annual Reports (10-K)

NYSE
e.l.f. Beauty, Inc. announced a 28% increase in net sales to $1.31 billion for fiscal year 2025, driven by strong performance across retail and e-commerce channels, while also revealing a definitive agreement to acquire rhode for up to $1 billion.
Capital raise
Worse than expected
NYSE
e.l.f. Beauty, Inc. demonstrates significant revenue growth and profitability in its fiscal year 2024 annual report, highlighting the success of its multi-brand strategy and strategic investments.
Better than expected

Insider Trading (Form 4)

NYSE
Jennifer Catherine Hartnett, Chief Commercial Officer of e.l.f. Beauty, Inc., reported a transaction involving common stock under a pre-established 10b5-1 trading plan.
NYSE
e.l.f. Beauty CEO Tarang Amin reported transactions involving company stock, including acquisitions and dispositions, executed under a Rule 10b5-1 trading plan.
NYSE
e.l.f. Beauty, Inc. CEO Tarang Amin files an amendment to a prior Form 4 to correct a scrivener's error regarding the transaction date of a stock sale.
NYSE
e.l.f. Beauty CEO Tarang Amin files an amended Form 4 to correct a previous filing's transaction date for a stock sale related to tax withholding.
NYSE
Jennifer Catherine Hartnett, Chief Commercial Officer of e.l.f. Beauty, Inc., reported a sale of 4,352 shares of common stock on June 9, 2026, primarily to cover tax withholding obligations related to vesting Restricted Stock Units.
NYSE
E.L.F. Beauty Inc. reports a transaction where SVP of Operations, Joshua Allen Franks, sold 3,505 shares to cover tax obligations related to vesting Restricted Stock Units.

Proxy Statements (Def-14A)

NYSE
e.l.f. Beauty, Inc. has submitted a Definitive Additional Materials proxy statement to the U.S. Securities and Exchange Commission.
NYSE
e.l.f. Beauty, Inc. announced robust financial results for Fiscal Year 2025, achieving its 25th consecutive quarter of net sales and market share growth, despite a dynamic market environment.
Better than expected
NYSE
e.l.f. Beauty, Inc. has filed a definitive proxy statement with the SEC.
NYSE
e.l.f. Beauty's proxy statement highlights board diversity, executive compensation, and a proposal to extend exculpation to officers.
Better than expected

Schedule 13G - Passive Investments

NYSE
Baillie Gifford & Co. has increased its beneficial ownership of e.l.f. Beauty, Inc. common stock to 11.9%, indicating continued institutional confidence.
NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 5.05% beneficial ownership stake in e.l.f. Beauty, Inc.
NYSE
The Vanguard Group has reported zero beneficial ownership in elf Beauty Inc following an internal realignment, with its subsidiaries now reporting holdings separately.
NYSE
Baillie Gifford & Co, an investment adviser, has reported a 12.95% beneficial ownership stake in e.l.f. Beauty, Inc., holding 7,349,678 shares of common stock.
NYSE
JPMorgan Chase & Co. has filed an amended Schedule 13G, reporting a 4.9% passive beneficial ownership stake in e.l.f. Beauty, Inc. as of March 31, 2025.
NYSE
JPMorgan Chase & Co. has filed a Schedule 13G, revealing a 5.0% beneficial ownership stake in beauty company e.l.f. Beauty, Inc. as of December 31, 2024.