stocks logo

ELF Earning Date, Transcript Summary & Report

elf Beauty Inc
$
54.930
-0.090(-0.160%)

ELF Earnings Prediction

The chart below shows how ELF performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ELF sees a +2.21% change in stock price 10 days leading up to the earnings, and a +11.45% change 10 days following the report. On the earnings day itself, the stock moves by +0.47%. This data can give you a slight idea of what to expect for the next quarter's release.

ELF Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
301.07M
39.71%
-7.21%
Gross Margin
71.10%
0.57%
-0.25%
Operating Margin
9.27%
-50.27%
-40.69%
Net Margin
6.32%
-59.07%
-56.89%
EPS
0.33
-43.10%
-59.26%
No Data Available

ELF Earnings Analysis

e.l.f. Beauty, Inc. Corporation (ELF.N) Earnings Conference Call

Positive

  • Sales Growth and Market Share: In Q2, net sales grew 40% year-over-year, delivering $69 million in adjusted EBITDA, and increased our U.S. market share by 195 basis points.

  • Consistent Sales and Market Growth: Q2 marked our 23rd consecutive quarter of both net sales growth and market share gains, putting e.l.f. Beauty in a rarefied group of high growth companies.

  • International Sales Surge: Our international net sales grew 91% in Q2, fueled by growth in our existing markets as well as expansion into new markets.

  • EBITDA Growth and Margin: Our adjusted EBITDA was $69 million, up 15% versus last year and adjusted EBITDA margin was 23% of net sales.

  • Cash Balance Comparison: We ended the quarter with $97 million in cash on hand compared to a cash balance of $108 million at the end of fiscal 2024.

Negative

  • Consistent Sales and Market Growth: Q2 marked our 23rd consecutive quarter of both net sales growth and market share gains, putting e.l.f. Beauty in a rarefied group of high growth companies.

  • Cash Balance Comparison: We ended the quarter with $97 million in cash on hand compared to a cash balance of $108 million at the end of fiscal 2024.

  • Inventory Balance Increase: Our ending inventory balance was $239 million in line with our expectations and up from $147 million a year ago.

  • Gross Margin Improvement: We saw gross margin benefits from cost savings, favorable foreign exchange impacts and price increases in our international markets.

  • EBITDA Performance Exceeds Expectations: Our adjusted EBITDA came in better than we expected for the quarter, in part due to a timing shift of expenses out of Q2 and into Q3.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

ELF FAQs

How does ELF typically perform around its earnings report dates?

ELF's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +2.21% change leading up to the report and a +11.45% change in the 10 days following the release.

Is e.l.f. Beauty, Inc. (ELF) Q2 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

ELF Earnings Deck

e.l.f. Beauty, Inc. (ELF) Q2 2025 Earnings Call Transcript

ELF Earning Call Sentiment

e.l.f. Beauty, Inc. (ELF) Q2 2025 Earnings Call Transcript

1.0x
00:00
0:00
stocks logo

ELF.N

-0.16%
Positive
The earnings call reflects a positive sentiment with strong financial performance, including a 40% YoY net sales increase and a $500 million share repurchase program. Despite increased SG&A expenses, the company maintains a strong liquidity position and has strategic growth plans, such as Dollar General expansion. The Q&A section reveals confidence in marketing strategies and international growth, although some uncertainties remain regarding tariffs and long-term growth algorithms. Overall, the positive financial results and growth strategies outweigh these concerns, suggesting a potential 2% to 8% stock price increase.