$ELF

e.l.f. Beauty, Inc.

Insider trades
5
0
0
$1.1M
MARCHISOTTO KORY
100%
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Rhode Is Fueling e.l.f.'s Latest Surge. Is It Time to Jump In?

e.l.f. Beauty (NYSE: ELF) shares rose after the company reported fiscal Q1 results and raised full-year guidance. Rhode, acquired in Aug 2025, drove growth with $160 million in quarterly sales, including $27 million from a website launch day. Q1 sales rose 36% to $479.4M, adjusted EPS to $1.75. Full-year revenue guidance was raised to $1.938B-$1.968B and adjusted EPS to $3.50-$3.55.

e.l.f. Beauty (ELF) Just Logged Its 30th Growth Quarter. Can The Streak Hold?

e.l.f. Beauty (NYSE:ELF) reported first-quarter fiscal 2027 results on Aug. 5. Net sales rose 36% year over year for its 30th straight growth quarter. The company raised its full-year net sales outlook to 18% to 20% growth. Gross margin and EBITDA benefited from $50M IEEPA tariff refunds, while core organic sales declined high single digits.

ELF sentiment & insider activity

Over the past 7 days, alphai's AI scored 5 news stories mentioning ELF (e.l.f. Beauty, Inc.). Coverage has skewed bullish: 5 bullish, 0 neutral, and 0 bearish.

Recent ELF coverage spans earnings, financial news and insider activity.

In the last 30 days, ELF insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.1M). The most active reporter was MARCHISOTTO KORY, See Remarks, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ELF

  • Guidance raise tied to Rhode momentum increases near-term confidence in growth and margin trajectory, supporting continued upside bias.

    aol.com · Aug 16, 2026

  • The key tradable input is the raised FY growth range, but the article flags that Q1 profitability and growth were boosted by tariff refunds and pricing actions.

    insidermonkey.com · Aug 14, 2026

  • Strong earnings and a raised outlook tied to Rhode and tariff refund benefits likely support near-term upside, but margin sensitivity and reinvestment risk could cap follow-through.

    yahoo.com · Aug 14, 2026

  • Guidance raise plus margin support from tariff refunds and reinvestment plan likely improves near-term earnings expectations, but unit-volume softness and promotional UK environment are key offsets.

    fool.com · Aug 13, 2026

  • The Bubble collaboration is a brand-level growth catalyst, but the bigger trading driver is the raised FY forecast amid weakening core cosmetics organic growth.

    mediapost.com · Aug 11, 2026

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
$ELFMedAI 8/10

Rhode Is Fueling e.l.f.'s Latest Surge. Is It Time to Jump In?

e.l.f. Beauty (NYSE: ELF) shares rose after the company reported fiscal Q1 results and raised full-year guidance. Rhode, acquired in Aug 2025, drove growth with $160 million in quarterly sales, including $27 million from a website launch day. Q1 sales rose 36% to $479.4M, adjusted EPS to $1.75. Full-year revenue guidance was raised to $1.938B-$1.968B and adjusted EPS to $3.50-$3.55.

$ELFHighAI 9/10

e.l.f. Beauty (ELF) Q1 2027 Earnings Call Transcript

e.l.f. Beauty (ELF) reported Q1 fiscal 2027 net sales of $479.4 million, up 36%, including $160 million from rhode. Gross margin was 83%. Adjusted EBITDA was $168.2 million. The company raised FY2027 guidance: net sales $1.938B to $1.968B, adjusted EBITDA $401M to $407M, and adjusted EPS $3.50 to $3.55. Tariff refunds totaled $50M.

$ELFMed

E.L.F., Skincare Brand Bubble Launch Hybrid 'Holy Grails'

E.L.F. Brands said it is launching a limited-edition hybrid skincare and makeup collection with Bubble, combining products such as Bronzing Drops with Bubble moisturizer and lip balm with lip serum. The company reported Q sales up 36% to $479.4M and raised its full-year forecast to 18%-20% growth, while core cosmetics organic growth slowed.

$ELFMedAI 8/10

Rhode Is Fueling e.l.f.'s Latest Surge. Is It Time to Jump In?

e.l.f. Beauty (ELF) shares rose after the company reported fiscal Q1 results and raised full-year guidance. Sales grew 36% to $479.4M and adjusted EPS rose to $1.75 (traffic refund noted). Rhode contributed $160M sales. Full-year revenue guidance increased to $1.938B-$1.968B and adjusted EPS to $3.50-$3.55.

$ELFMedAI 8/10

e.l.f. Beauty Q1 Earnings Call Highlights

e.l.f. Beauty (ELF) reported Q1 gross margin up 1,400 bps to 83%, aided by about $50M in IEEPA tariff refunds, and adjusted EBITDA up 93% to $168M. Adjusted net income rose to $105M, or $1.75/share. The company ended with $344M cash, repurchased $50M stock, and raised FY2027 outlook: adj. EBITDA $401M-$407M and adj. EPS $3.50-$3.55.

$ELFHighAI 9/10

e.l.f. Beauty Announces First Quarter Fiscal 2027 Results

e.l.f. Beauty reported first quarter fiscal 2027 results for the three months ended June 30, 2026. Net sales rose 36% to $479.4 million, with growth attributed to retailer and e-commerce channels. GAAP net income was $66.6 million and adjusted net income $104.6 million. The company raised its fiscal 2027 net sales outlook to 18% to 20% growth.

$ELFHighAI 9/10

E.l.f. Beauty Turns Tariff Windfall Into Global Growth Strategy

E.l.f. Beauty reported fiscal 2027 Q1 revenue of $479.4M, up 36% year over year, and adjusted EPS of $1.75, above analyst forecasts, and raised full-year guidance. The quarter ended June 30 included about $50M in tariff refunds plus interest after U.S. Supreme Court tariff rulings. Net income rose to $66.6M. Management plans to reinvest the refunds and expects FY revenue of $1.94B to $1.97B.

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