e.l.f. Beauty, Inc. (ELF)

e.l.f. Beauty's stock has experienced notable movements in the past six months. The company announced strong third-quarter fiscal 2026 results, reporting a 38% increase in net sales, surpassing analyst estimates. Following this positive earnings report and a raised full-year fiscal 2026 outlook, the stock initially soared but subsequently pulled back. The acquisition of rhode and its successful UK launch in Sephora were pivotal to strong Q3 sales. In November 2025, e.l.f. beat EPS expectations but missed revenue forecasts, leading to concerns about shipment timing and demand trends. The stock had plummeted nearly 40% in 2025 due to tariffs and economic concerns but rebounded 17% year-to-date by February 2026. The 52-week high for e.l.f. Beauty's stock was $150.99, and the 52-week low was $49.40.

While specific monthly or quarterly demand seasonality patterns are not explicitly detailed, e.l.f. Beauty has demonstrated resilient cosmetics demand. The company's strategy of offering affordable "dupes" of luxury cosmetics and expanding its product offerings to mass retailers has helped boost sales. The makeup category is anticipated to experience a potential rebound in 2026, which e.l.f. Beauty is well-positioned to capitalize on. The company's strong Q3 fiscal 2026 results indicate robust sales performance during that period.

e.l.f. Beauty, Inc. is an American cosmetics brand known for its accessible, high-quality, and cruelty-free beauty products. The company's portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, Keys Soulcare, Well People, Naturium, and rhode. e.l.f. Beauty emphasizes a value proposition, fast innovation cycles, and disruptive marketing.

e.l.f. Beauty has a significant global presence, with retail operations in 18 countries, including the United States, Canada, Australia, the United Kingdom, Saudi Arabia, France, Colombia, and Spain. The company also utilizes eShopWorld for additional global distribution. Its products are widely available through mass retailers such as Target, Walmart, and Amazon.com. In recent years, e.l.f. Beauty has expanded its international reach, including a major retail launch in Germany across 1,600 ROSSMANN locations, re-entry into Mexico via Sephora, increased presence in Boots and Superdrug stores in the UK, and expansion in Italy (Douglas and Amazon Italy) and the Netherlands (Etos).

e.l.f. Beauty has maintained a strong brand reputation over the past year, characterized by its value proposition, innovative product development, and disruptive marketing strategies. The company is particularly popular with Gen Z, partly due to its savvy social media marketing. Key events impacting its reputation include the successful acquisition and launch of Hailey Bieber's rhode skincare brand in the UK. e.l.f. Beauty is also recognized for its commitment to sustainability, being the first beauty company to have a third-party manufacturing facility Fair Trade Certified™, with over 85% of its products produced in such facilities. All e.l.f. Beauty brands offer clean and vegan products, double-certified by PETA and Leaping Bunny as cruelty-free.

e.l.f. Beauty, Inc. has 809 institutional owners and shareholders holding a total of 69,933,423 shares. Approximately 47.19% of the company's stock is owned by institutional investors, 2.85% by insiders, and 49.97% by public companies and individual investors. Major institutional shareholders include Baillie Gifford & Co, BlackRock, Inc., Vanguard Group Inc, Champlain Investment Partners, LLC, Clearbridge Investments, LLC, SMCWX - SMALLCAP WORLD FUND INC Class A, IJH - iShares Core S&P Mid-Cap ETF, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Price T Rowe Associates Inc /md/.