Updated Quant Ratings for Mid-Cap Consumer Staples Post Q1 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Top-Rated Companies: United Natural Foods (UNFI) achieves a quant rating of 4.92, classified as a Strong Buy, indicating robust fundamentals in earnings growth and stock performance, likely attracting increased investor interest.
- Strong Performance: Darling Ingredients (DAR) receives a quant rating of 4.88, highlighting its solid growth in the consumer staples sector, which may drive further appreciation in its stock price.
- Low-Rated Companies: e.l.f. Beauty (ELF) is rated at 1.13, categorized as a Strong Sell, reflecting near-term consumer challenges that could undermine investor confidence.
- Market Dynamics: e.l.f. Beauty projects a 12%-14% net sales growth for fiscal 2027 while implementing pricing actions to boost unit sales, demonstrating its strategic intent to seek growth amid adversity.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ELF?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ELF
Wall Street analysts forecast ELF stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 52.900
Low
85.00
Averages
112.21
High
136.00
Current: 52.900
Low
85.00
Averages
112.21
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 formula 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. Beauty Reports Strong Revenue Growth Driven by Rhode and Naturium Brands
- Strong Financial Performance: e.l.f. Beauty reported Q4 fiscal 2023 sales of $449.3 million, a 35% year-over-year increase, surpassing analyst expectations of $423 million, indicating robust market performance.
- Profitability Decline: Adjusted EPS fell 59% from $0.78 to $0.32, although it exceeded the analyst consensus of $0.29, reflecting increased investments in marketing that impacted profitability.
- Brand Expansion Potential: The Rhode brand contributed $113 million in revenue this quarter, with an 80% annual sales growth to $390 million, and currently only occupies 20% of LVMH's Sephora stores, highlighting significant future expansion opportunities.
- Optimistic Future Outlook: e.l.f. projects fiscal 2027 revenue between $1.835 billion and $1.865 billion, representing 14% to 17% growth, and anticipates adjusted EPS to rise to between $3.27 and $3.32, showcasing the company's ongoing growth potential.
See More
Updated Quant Ratings for Mid-Cap Consumer Staples Post Q1 Earnings
- Top-Rated Companies: United Natural Foods (UNFI) achieves a quant rating of 4.92, classified as a Strong Buy, indicating robust fundamentals in earnings growth and stock performance, likely attracting increased investor interest.
- Strong Performance: Darling Ingredients (DAR) receives a quant rating of 4.88, highlighting its solid growth in the consumer staples sector, which may drive further appreciation in its stock price.
- Low-Rated Companies: e.l.f. Beauty (ELF) is rated at 1.13, categorized as a Strong Sell, reflecting near-term consumer challenges that could undermine investor confidence.
- Market Dynamics: e.l.f. Beauty projects a 12%-14% net sales growth for fiscal 2027 while implementing pricing actions to boost unit sales, demonstrating its strategic intent to seek growth amid adversity.
See More
e.l.f. Beauty Reports 35% Revenue Growth in Q4 Driven by Rhode Acquisition
- Significant Revenue Growth: e.l.f. Beauty reported a 35% year-over-year increase in sales for Q4 2023, reaching $449.3 million, surpassing analyst expectations of $423 million, indicating strong market performance.
- Profitability Decline: Despite revenue growth, adjusted earnings per share (EPS) fell 59% from $0.78 to $0.32, primarily due to increased marketing investments, leading to a 28% drop in adjusted EBITDA to $58.8 million.
- Strong Performance from Rhode: The Rhode brand contributed $113 million in revenue for the quarter, with an 80% annual sales increase to $390 million, highlighting significant expansion opportunities within LVMH's Sephora stores.
- Optimistic Future Outlook: e.l.f. projects fiscal 2027 revenue between $1.835 billion and $1.865 billion, representing 14% to 17% growth, and expects adjusted EPS to rise to between $3.27 and $3.32, reflecting confidence in future growth prospects.
See More
e.l.f. Beauty Reports Strong Q4 Growth Driven by Rhode Acquisition
- Significant Sales Growth: e.l.f. Beauty reported a 35% year-over-year sales increase in Q4 2023, reaching $449.3 million, surpassing analyst expectations of $423 million, indicating strong market performance.
- Profitability Decline: Adjusted earnings per share fell 59% from $0.78 to $0.32, although this still exceeded the analyst consensus of $0.29, reflecting the pressure on profitability due to increased marketing investments.
- Rhode Brand Contribution: The Rhode brand generated $113 million in revenue for the quarter, with an 80% annual sales increase to $390 million, and currently occupies only 20% of LVMH's Sephora stores, highlighting significant future expansion potential.
- Optimistic Future Outlook: e.l.f. projects fiscal 2027 revenue between $1.835 billion and $1.865 billion, representing 14% to 17% growth, and plans to lower tariffs, providing room for price reductions that could further drive growth.
See More
U.S. Consumers Face Inflation Pressure This Holiday Weekend
- Inflation Surge: According to government data, total inflation for consumers rose 3.8% year-over-year in April, marking the highest rate since 2023, leading to increased living costs for consumers during the holiday, particularly in travel and food prices.
- Food Price Increases: Due to shrinking cattle herds and rising fertilizer costs, ground beef and steak prices have surged by 16% compared to 2025, while hot dog prices have risen nearly 11%, significantly increasing costs for summer barbecues and impacting household budgets.
- Rising Travel Costs: An estimated 45 million Americans are expected to travel this holiday weekend, with gasoline prices soaring over 28% year-over-year, increasing travel expenses and putting greater pressure on consumers' budgets during this traditional driving peak.
- Higher Entertainment Costs: Ticket prices for movies, concerts, and sporting events have jumped 5.5% year-over-year, while sporting goods prices have risen 4.3%, indicating that even consumers opting for staycations are feeling inflationary pressures, affecting their spending decisions.
See More
U.S. Consumers Face Record Inflation Pressure Ahead of Memorial Day
- Rising Inflation Rate: According to federal data, the consumer inflation rate rose 3.8% year-over-year in April, marking the highest level since 2023, with sharp increases in travel, recreation, and food prices draining American wallets as they approach the holiday weekend.
- Food Price Surge: Due to rising cattle and fertilizer costs, prices for hot dogs, ground beef, and tomatoes have increased by 16%, 11%, and nearly 40%, respectively, significantly raising the cost of summer barbecues and further straining household budgets.
- Increased Travel Costs: An estimated 45 million Americans are expected to travel, facing gasoline prices that soared over 28% year-over-year, creating additional financial challenges during the holiday period, particularly during the traditional driving peak.
- Entertainment Spending Pressure: Ticket prices for movies, concerts, and sporting events have risen by 5.5% year-over-year, while sporting goods prices increased by 4.3%, indicating that even those opting for staycations will still feel the impact of inflation.
See More
e.l.f. Beauty Reports Strong Revenue Growth Driven by Rhode and Naturium Brands
- Strong Financial Performance: e.l.f. Beauty reported Q4 fiscal 2023 sales of $449.3 million, a 35% year-over-year increase, surpassing analyst expectations of $423 million, indicating robust market performance.
- Profitability Decline: Adjusted EPS fell 59% from $0.78 to $0.32, although it exceeded the analyst consensus of $0.29, reflecting increased investments in marketing that impacted profitability.
- Brand Expansion Potential: The Rhode brand contributed $113 million in revenue this quarter, with an 80% annual sales growth to $390 million, and currently only occupies 20% of LVMH's Sephora stores, highlighting significant future expansion opportunities.
- Optimistic Future Outlook: e.l.f. projects fiscal 2027 revenue between $1.835 billion and $1.865 billion, representing 14% to 17% growth, and anticipates adjusted EPS to rise to between $3.27 and $3.32, showcasing the company's ongoing growth potential.
See More
Updated Quant Ratings for Mid-Cap Consumer Staples Post Q1 Earnings
- Top-Rated Companies: United Natural Foods (UNFI) achieves a quant rating of 4.92, classified as a Strong Buy, indicating robust fundamentals in earnings growth and stock performance, likely attracting increased investor interest.
- Strong Performance: Darling Ingredients (DAR) receives a quant rating of 4.88, highlighting its solid growth in the consumer staples sector, which may drive further appreciation in its stock price.
- Low-Rated Companies: e.l.f. Beauty (ELF) is rated at 1.13, categorized as a Strong Sell, reflecting near-term consumer challenges that could undermine investor confidence.
- Market Dynamics: e.l.f. Beauty projects a 12%-14% net sales growth for fiscal 2027 while implementing pricing actions to boost unit sales, demonstrating its strategic intent to seek growth amid adversity.
See More
e.l.f. Beauty Reports 35% Revenue Growth in Q4 Driven by Rhode Acquisition
- Significant Revenue Growth: e.l.f. Beauty reported a 35% year-over-year increase in sales for Q4 2023, reaching $449.3 million, surpassing analyst expectations of $423 million, indicating strong market performance.
- Profitability Decline: Despite revenue growth, adjusted earnings per share (EPS) fell 59% from $0.78 to $0.32, primarily due to increased marketing investments, leading to a 28% drop in adjusted EBITDA to $58.8 million.
- Strong Performance from Rhode: The Rhode brand contributed $113 million in revenue for the quarter, with an 80% annual sales increase to $390 million, highlighting significant expansion opportunities within LVMH's Sephora stores.
- Optimistic Future Outlook: e.l.f. projects fiscal 2027 revenue between $1.835 billion and $1.865 billion, representing 14% to 17% growth, and expects adjusted EPS to rise to between $3.27 and $3.32, reflecting confidence in future growth prospects.
See More
e.l.f. Beauty Reports Strong Q4 Growth Driven by Rhode Acquisition
- Significant Sales Growth: e.l.f. Beauty reported a 35% year-over-year sales increase in Q4 2023, reaching $449.3 million, surpassing analyst expectations of $423 million, indicating strong market performance.
- Profitability Decline: Adjusted earnings per share fell 59% from $0.78 to $0.32, although this still exceeded the analyst consensus of $0.29, reflecting the pressure on profitability due to increased marketing investments.
- Rhode Brand Contribution: The Rhode brand generated $113 million in revenue for the quarter, with an 80% annual sales increase to $390 million, and currently occupies only 20% of LVMH's Sephora stores, highlighting significant future expansion potential.
- Optimistic Future Outlook: e.l.f. projects fiscal 2027 revenue between $1.835 billion and $1.865 billion, representing 14% to 17% growth, and plans to lower tariffs, providing room for price reductions that could further drive growth.
See More
U.S. Consumers Face Inflation Pressure This Holiday Weekend
- Inflation Surge: According to government data, total inflation for consumers rose 3.8% year-over-year in April, marking the highest rate since 2023, leading to increased living costs for consumers during the holiday, particularly in travel and food prices.
- Food Price Increases: Due to shrinking cattle herds and rising fertilizer costs, ground beef and steak prices have surged by 16% compared to 2025, while hot dog prices have risen nearly 11%, significantly increasing costs for summer barbecues and impacting household budgets.
- Rising Travel Costs: An estimated 45 million Americans are expected to travel this holiday weekend, with gasoline prices soaring over 28% year-over-year, increasing travel expenses and putting greater pressure on consumers' budgets during this traditional driving peak.
- Higher Entertainment Costs: Ticket prices for movies, concerts, and sporting events have jumped 5.5% year-over-year, while sporting goods prices have risen 4.3%, indicating that even consumers opting for staycations are feeling inflationary pressures, affecting their spending decisions.
See More
U.S. Consumers Face Record Inflation Pressure Ahead of Memorial Day
- Rising Inflation Rate: According to federal data, the consumer inflation rate rose 3.8% year-over-year in April, marking the highest level since 2023, with sharp increases in travel, recreation, and food prices draining American wallets as they approach the holiday weekend.
- Food Price Surge: Due to rising cattle and fertilizer costs, prices for hot dogs, ground beef, and tomatoes have increased by 16%, 11%, and nearly 40%, respectively, significantly raising the cost of summer barbecues and further straining household budgets.
- Increased Travel Costs: An estimated 45 million Americans are expected to travel, facing gasoline prices that soared over 28% year-over-year, creating additional financial challenges during the holiday period, particularly during the traditional driving peak.
- Entertainment Spending Pressure: Ticket prices for movies, concerts, and sporting events have risen by 5.5% year-over-year, while sporting goods prices increased by 4.3%, indicating that even those opting for staycations will still feel the impact of inflation.
See More
