$ELF

e.l.f. Beauty, Inc.

6
3
0
$1.3M
Franks Joshua Allen
67%
See all $ELF insider activity →
Low

Franks Joshua Allen sold $606K of ELF

Franks Joshua Allen (SVP, Operations) sold 5,512 shares of e.l.f. Beauty, Inc. (ELF) at $110.00 ($0.61M total) on 2026-09-01 under a Rule 10b5-1 trading plan.

Retailers are slashing their product lines because of tariffs and transportation costs

A survey by the British Standards Institution found 25% of U.S. businesses plan to reduce product lines in the next six months due to rising freight costs, tariffs, and uncertain customer spending. Companies like Under Armour and Helen of Troy have already cut underperforming products. Some retailers, including Walmart and SharkNinja, are using tariff refunds to lower prices or offset costs.

ELF sentiment & insider activity

Over the past 7 days, alphai's AI scored 9 news stories mentioning ELF (e.l.f. Beauty, Inc.). Coverage has skewed bullish: 6 bullish, 3 neutral, and 0 bearish.

Recent ELF coverage spans earnings, market movers and sector analysis.

In the last 30 days, ELF insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($1.3M). The most active reporter was Franks Joshua Allen, SVP, Operations, with 2 filings. 67% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ELF

alphai scores every news story that mentions ELF with an AI model for sentiment and relevance, and aggregates insider trades from e.l.f. Beauty, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ELF

Score
$WMTMed

Retailers are slashing their product lines because of tariffs and transportation costs

A survey by the British Standards Institution found 25% of U.S. businesses plan to reduce product lines in the next six months due to rising freight costs, tariffs, and uncertain customer spending. Companies like Under Armour and Helen of Troy have already cut underperforming products. Some retailers, including Walmart and SharkNinja, are using tariff refunds to lower prices or offset costs.

$ELFMed

ELF Looks 35.9% Undervalued on GF Value™ as Rhode Beauty Expands

e.l.f. Beauty Inc (ELF) shares rose 4% after announcing its Rhode Beauty brand will launch in Europe on September 30. GF Value™ estimates ELF is 35.9% undervalued, with a current share price of $108.78 versus an intrinsic value of $169.66. The company's GF Score™ is 88/100, reflecting strong growth and profitability, but insider activity shows significant net selling over the past year. ELF's P/E ratio is elevated at 111.01x, above its 5-year median of 71.21x. The expansion follows Rhode's succe

$ULTAMedAI 8/10

Ulta Beauty Climbs 4%, e.l.f. Beauty Rises 5% as Post-Earnings Selloff Reverses

Ulta Beauty (ULTA) and e.l.f. Beauty (ELF) stocks rose 4% and 5% respectively on Monday, reversing Friday's post-earnings selloff. Both companies beat Q2 estimates and raised full-year guidance. Ulta reported $282M net income, $3.04B revenue, and raised EPS guidance to $28.70-$29. ELF's YTD gain is 37%, while ULTA's is -14%. Target (TGT) fell 1% after ending its Ulta shop-in-shop partnership.

$WMTLow

Walmart, e.l.f. Beauty use tariff refunds to cut prices in 2026

Walmart, e.l.f. Beauty, and Tractor Supply are using tariff refunds totaling over $160 billion to cut prices, with Walmart reducing 11,000 items' prices using $2.9 billion and e.l.f. Beauty lowering prices on 10% of its catalog. Lowe's and Kohl's are using refunds for shareholder returns and inventory investment, respectively. Retailers face challenges in determining how to allocate refunds due to the complexity of tariff expenses.

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