e.l.f. Cosmetics Launches 2026 Super Bowl Campaign
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy ELF?
Source: Businesswire
- Campaign Highlights: e.l.f. Cosmetics will debut its telenovela-inspired campaign, “e.l.f.enovela,” during the Super Bowl on February 8, 2026, featuring stars like Melissa McCarthy, aiming to engage a broader audience with themes of positivity, inclusivity, and accessibility.
- Cultural Connection: The campaign draws inspiration from the heightened cultural conversation surrounding the 2026 Super Bowl entertainment, particularly the halftime show, as e.l.f. seeks to strengthen ties with the Latin and Hispanic communities by promoting Spanish language learning.
- Product Promotion: e.l.f.'s Glow Reviver Lip Oil has been its best-selling product for the past two years, selling one every 2.4 seconds in 2025, and the campaign aims to leverage star power to enhance product visibility and drive sales growth.
- Community Engagement: Partnering with Duolingo, e.l.f. offers all e.l.f. Beauty Squad loyalty members a complimentary Super Duolingo subscription, aiming to foster cultural exchange through language learning and further solidify its influence within the Latin community.
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Analyst Views on ELF
Wall Street analysts forecast ELF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ELF is 117.50 USD with a low forecast of 85.00 USD and a high forecast of 136.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 84.990
Low
85.00
Averages
117.50
High
136.00
Current: 84.990
Low
85.00
Averages
117.50
High
136.00
About ELF
e.l.f. Beauty, Inc. is a multi-brand beauty company. The Company offers inclusive, accessible, clean, vegan, and cruelty-free cosmetics and skincare products. The Company's family of brands includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People, Keys Soulcare, and rhode. Its e.l.f. SKIN is an ingredient-focused, dermatologist-developed formulas for every eye, lip and face. The Company operates across beauty categories including eye, lip, and face makeup, beauty tools and accessories, and skincare products. Its color cosmetics and skin care products are broadly sold through food, drug, and mass channels, as well as through department stores and direct and specialty channels. The Company sells its products with retailers in the United States, as well as internationally. It also sells its products online through its own direct e-commerce channels, as well as through other e-commerce Websites.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
e.l.f. Launches New Ad Campaign for the Big Game
- Ad Campaign Highlights: e.l.f. Cosmetics announced a campaign for the Big Game on February 8, 2026, featuring Academy Award-nominated Melissa McCarthy, aiming to engage audiences through humor while celebrating positivity, inclusivity, and accessibility.
- Cultural Connection: The ad draws inspiration from the cultural conversation around learning Spanish, with e.l.f. partnering with Duolingo to offer free subscriptions to its Beauty Squad loyalty members, thereby strengthening ties with the Latin and Hispanic communities.
- Product Promotion: e.l.f.'s Glow Reviver Lip Oil has been a best-seller for two consecutive years, selling one unit every 2.4 seconds in 2025, with the ad emphasizing its significance in enhancing beauty experiences to attract more consumer attention.
- Strategic Importance: This campaign not only continues e.l.f.'s tradition at the Big Game but also enhances the brand's market impact through culturally relevant content, showcasing its innovation and inclusivity in the beauty industry.
See More
e.l.f. Cosmetics Launches 2026 Super Bowl Campaign
- Campaign Highlights: e.l.f. Cosmetics will debut its telenovela-inspired campaign, “e.l.f.enovela,” during the Super Bowl on February 8, 2026, featuring stars like Melissa McCarthy, aiming to engage a broader audience with themes of positivity, inclusivity, and accessibility.
- Cultural Connection: The campaign draws inspiration from the heightened cultural conversation surrounding the 2026 Super Bowl entertainment, particularly the halftime show, as e.l.f. seeks to strengthen ties with the Latin and Hispanic communities by promoting Spanish language learning.
- Product Promotion: e.l.f.'s Glow Reviver Lip Oil has been its best-selling product for the past two years, selling one every 2.4 seconds in 2025, and the campaign aims to leverage star power to enhance product visibility and drive sales growth.
- Community Engagement: Partnering with Duolingo, e.l.f. offers all e.l.f. Beauty Squad loyalty members a complimentary Super Duolingo subscription, aiming to foster cultural exchange through language learning and further solidify its influence within the Latin community.
See More
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e.l.f. Beauty Stock Surges 17% Amid Economic Concerns
- Stock Rebound: At the start of 2026, e.l.f. Beauty's stock surged 17%, while the S&P 500 rose only 2%, indicating renewed investor interest in its undervalued status despite ongoing tariff uncertainties.
- Sales Growth: For the quarter ending September 30, 2025, e.l.f. reported a 14% year-over-year sales increase to $343.9 million, with a gross margin decline of 165 basis points due to tariffs, yet it remained strong at 69%.
- Profit Decline: Despite sales growth, e.l.f.'s overall profit plummeted by 84% to $3 billion, primarily due to a 24% rise in selling, general, and administrative expenses; however, adjusted earnings fell by less than 10%, reflecting the company's resilience in adversity.
- Long-Term Investment Potential: Should tariffs be ruled illegal, e.l.f.'s stock could see significant gains, but even without such developments, its popularity among young consumers and strong demand position it as a solid long-term investment choice.
See More
e.l.f. Beauty Starts 2026 Strong; Future Outlook Uncertain
- Stock Recovery: e.l.f. Beauty's stock surged 17% at the start of 2026, contrasting with the S&P 500's less than 2% rise, indicating that investors are reassessing its undervalued status and hinting at potential future growth.
- Sales Growth: In the quarterly report ending September 30, 2025, e.l.f. reported a 14% year-over-year sales increase to $343.9 million, with a gross margin decline of 165 basis points due to tariffs, yet it remained relatively strong at 69%.
- Profit Decline: Despite sales growth, e.l.f.'s overall profit plummeted by 84% to $3 billion, primarily due to a 24% rise in selling, general, and administrative expenses; however, adjusted earnings fell by less than 10%, showcasing the company's resilience in adversity.
- Future Outlook: Should the courts rule tariffs illegal and lift them, e.l.f. could be among the biggest beneficiaries, and even without such developments, its popularity among young consumers positions it as a solid long-term investment choice.
See More
e.l.f. Beauty Stock Rebounds, Optimistic Outlook Ahead
- Sales Growth: e.l.f. Beauty reported a sales increase of 14% to $343.9 million for Q3 2025, demonstrating strong market resilience despite tariff pressures, indicating continued popularity among young consumers.
- Stock Recovery: As of January 26, 2026, e.l.f.'s stock surged 17%, significantly outperforming the S&P 500's 2% rise, reflecting a reassessment of its undervalued stock and suggesting potential for further gains ahead.
- Profitability Challenges: Despite sales growth, e.l.f.'s overall profit plummeted 84% to $3 billion, primarily due to a 24% rise in selling and administrative expenses and one-time costs, highlighting pressure on the company's cost management.
- Market Outlook: Should courts rule tariffs illegal, e.l.f.'s stock could see a substantial rally; although the current economic environment is uncertain, strong demand for its low-priced products indicates solid growth potential moving forward.
See More
e.l.f. Launches New Ad Campaign for the Big Game
- Ad Campaign Highlights: e.l.f. Cosmetics announced a campaign for the Big Game on February 8, 2026, featuring Academy Award-nominated Melissa McCarthy, aiming to engage audiences through humor while celebrating positivity, inclusivity, and accessibility.
- Cultural Connection: The ad draws inspiration from the cultural conversation around learning Spanish, with e.l.f. partnering with Duolingo to offer free subscriptions to its Beauty Squad loyalty members, thereby strengthening ties with the Latin and Hispanic communities.
- Product Promotion: e.l.f.'s Glow Reviver Lip Oil has been a best-seller for two consecutive years, selling one unit every 2.4 seconds in 2025, with the ad emphasizing its significance in enhancing beauty experiences to attract more consumer attention.
- Strategic Importance: This campaign not only continues e.l.f.'s tradition at the Big Game but also enhances the brand's market impact through culturally relevant content, showcasing its innovation and inclusivity in the beauty industry.
See More
e.l.f. Cosmetics Launches 2026 Super Bowl Campaign
- Campaign Highlights: e.l.f. Cosmetics will debut its telenovela-inspired campaign, “e.l.f.enovela,” during the Super Bowl on February 8, 2026, featuring stars like Melissa McCarthy, aiming to engage a broader audience with themes of positivity, inclusivity, and accessibility.
- Cultural Connection: The campaign draws inspiration from the heightened cultural conversation surrounding the 2026 Super Bowl entertainment, particularly the halftime show, as e.l.f. seeks to strengthen ties with the Latin and Hispanic communities by promoting Spanish language learning.
- Product Promotion: e.l.f.'s Glow Reviver Lip Oil has been its best-selling product for the past two years, selling one every 2.4 seconds in 2025, and the campaign aims to leverage star power to enhance product visibility and drive sales growth.
- Community Engagement: Partnering with Duolingo, e.l.f. offers all e.l.f. Beauty Squad loyalty members a complimentary Super Duolingo subscription, aiming to foster cultural exchange through language learning and further solidify its influence within the Latin community.
See More
Super Bowl of Earnings for S&P 500
- Disney Earnings Highlights: Disney reported Q1 EPS of $1.63, surpassing the $1.57 estimate, with revenue of $25.98 billion exceeding expectations of $25.74 billion, indicating strong performance in the entertainment sector, although CEO Bob Iger plans to step back from daily management before his contract ends.
- Palantir Earnings Focus: Palantir is set to report earnings after Monday's close, with investors closely monitoring its commercial customer count and average revenue per customer, as these metrics reflect the adoption of its AI platforms beyond government contracts, impacting its high valuation sustainability.
- AMD Earnings Expectations: Analysts expect AMD to report earnings of $1.32 per share on revenue of $9.67 billion, with the market anticipating a beat-and-raise quarter driven by growth in MI350 AI accelerators and server CPU market share gains, potentially pushing the stock to new all-time highs.
- Google Cloud Competitiveness: Investors will keep an eye on Google Cloud's momentum and the successful monetization of Gemini AI within search and YouTube to ensure the company maintains its competitive edge against AI rivals, especially in light of its massive capital expenditure plans for AI infrastructure.
See More
e.l.f. Beauty Stock Surges 17% Amid Economic Concerns
- Stock Rebound: At the start of 2026, e.l.f. Beauty's stock surged 17%, while the S&P 500 rose only 2%, indicating renewed investor interest in its undervalued status despite ongoing tariff uncertainties.
- Sales Growth: For the quarter ending September 30, 2025, e.l.f. reported a 14% year-over-year sales increase to $343.9 million, with a gross margin decline of 165 basis points due to tariffs, yet it remained strong at 69%.
- Profit Decline: Despite sales growth, e.l.f.'s overall profit plummeted by 84% to $3 billion, primarily due to a 24% rise in selling, general, and administrative expenses; however, adjusted earnings fell by less than 10%, reflecting the company's resilience in adversity.
- Long-Term Investment Potential: Should tariffs be ruled illegal, e.l.f.'s stock could see significant gains, but even without such developments, its popularity among young consumers and strong demand position it as a solid long-term investment choice.
See More
e.l.f. Beauty Starts 2026 Strong; Future Outlook Uncertain
- Stock Recovery: e.l.f. Beauty's stock surged 17% at the start of 2026, contrasting with the S&P 500's less than 2% rise, indicating that investors are reassessing its undervalued status and hinting at potential future growth.
- Sales Growth: In the quarterly report ending September 30, 2025, e.l.f. reported a 14% year-over-year sales increase to $343.9 million, with a gross margin decline of 165 basis points due to tariffs, yet it remained relatively strong at 69%.
- Profit Decline: Despite sales growth, e.l.f.'s overall profit plummeted by 84% to $3 billion, primarily due to a 24% rise in selling, general, and administrative expenses; however, adjusted earnings fell by less than 10%, showcasing the company's resilience in adversity.
- Future Outlook: Should the courts rule tariffs illegal and lift them, e.l.f. could be among the biggest beneficiaries, and even without such developments, its popularity among young consumers positions it as a solid long-term investment choice.
See More
e.l.f. Beauty Stock Rebounds, Optimistic Outlook Ahead
- Sales Growth: e.l.f. Beauty reported a sales increase of 14% to $343.9 million for Q3 2025, demonstrating strong market resilience despite tariff pressures, indicating continued popularity among young consumers.
- Stock Recovery: As of January 26, 2026, e.l.f.'s stock surged 17%, significantly outperforming the S&P 500's 2% rise, reflecting a reassessment of its undervalued stock and suggesting potential for further gains ahead.
- Profitability Challenges: Despite sales growth, e.l.f.'s overall profit plummeted 84% to $3 billion, primarily due to a 24% rise in selling and administrative expenses and one-time costs, highlighting pressure on the company's cost management.
- Market Outlook: Should courts rule tariffs illegal, e.l.f.'s stock could see a substantial rally; although the current economic environment is uncertain, strong demand for its low-priced products indicates solid growth potential moving forward.
See More
