Franks Joshua Allen sold $572K of ELF

e.l.f. Beauty (ELF) reported a 51% sales surge in Q2 2027, raising its full-year outlook to 9-11% growth. Gross margins are expected to decline due to retail expansion and increased marketing spend. The company faces tough Q4 comparisons from prior-year launches. ELF Hair and rhode's international expansion show strong early results. Tariff refunds will be reinvested, neutralizing their impact on adjusted EBITDA. Naturium and ELF brands also show growth opportunities.

ELF Beauty Inc (ELF) reported Q2 FY2027 earnings with revenue of $520.8M, beating estimates, and raised guidance. The stock initially surged but later declined. Key questions remain about the durability of the rhode brand and the health of the core e.l.f. brand. Next catalysts include Q3 earnings, rhode Europe sell-through, and hair care launch.

e.l.f. Beauty (ELF) reported Q2 gross margin at 71% and adjusted EBITDA up 86% YoY to $123M. The company raised its adjusted EBITDA forecast to $421M-$427M and adjusted EPS to $3.82-$3.86. Full-year organic sales growth is now expected at 9%-11%. The company plans to reinvest $52M in tariff refunds into pricing and marketing. Growth is driven by brands like rhode and new categories such as e.l.f. Hair and e.l.f. POP.

E.l.f. Beauty (ELF) reported Q2 net sales of $520.8M, up 51% YoY, beating estimates. Adjusted EPS rose to $1.21. Gross margin widened to 71%. The company raised its fiscal 2027 outlook for net sales, adjusted EBITDA, and adjusted EPS.

Raymond James raised its price target for e.l.f. Beauty (NYSE:ELF) to $132, citing strong Q2 results. Sales rose 35% YoY, with EPS at $1.21, exceeding estimates. The company raised its full-year EPS outlook to $3.82-$3.86. ELF stock is up 91% over six months.

E.l.f. Beauty (ELF) reported Q2 fiscal 2027 net sales growth of 51% and adjusted EBITDA growth of 86%, marking 31 consecutive quarters of net sales growth. The company projects 22% to 24% net sales growth for fiscal 2027, driven by expansion in Sephora Europe.