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

In the past six months, e.l.f. Beauty's stock price has experienced notable fluctuations. In March 2026, the stock plummeted due to geopolitical pressures and rising oil prices, coupled with analyst downgrades and reports of flat consumption. In February 2026, shares rallied after strong third-quarter results and a boosted full-year outlook, driven by consumer demand and the successful Rhode acquisition. A significant drop in share price also occurred around November 2025.

Analysis of e.l.f. Beauty, Inc. stock performance suggests some seasonal trends. Historically, a "Buy Date" of January 31 and a "Sell Date" of June 29 has resulted in an average return above the S&P 500 Total Return Index over the past nine years. Trading activity around earnings reports typically intensifies. However, only nine years of data are available for this seasonal analysis, which may be insufficient to create a fully reliable seasonal profile for future predictions.

e.l.f. Beauty, Inc. is a multi-brand beauty company based in Oakland, California, known for inclusive, accessible, clean, vegan, and cruelty-free cosmetics and skincare products. Its diverse portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People, Keys Soulcare, and Rhode. e.l.f. Cosmetics provides premium-quality makeup at accessible prices, while e.l.f. SKIN focuses on ingredient-driven, dermatologist-developed skincare. Naturium offers biocompatible, clinically-effective skincare, Well People specializes in high-performance clean beauty powered by plants, and Keys Soulcare provides holistic beauty and skincare. Rhode offers curated skincare essentials and hybrid makeup. The company's products span various beauty categories, including eye, lip, and face makeup, beauty tools and accessories, and skincare.

e.l.f. Beauty, Inc. has a significant global presence, with its products sold in 18 countries and additional global distribution through eShopWorld. The United States remains its key market, contributing approximately 85% to annual revenue, and the company is actively expanding its international reach. Its products are available in major retailers across the U.S. Internationally, e.l.f. Beauty has a retail presence in countries such as the United Kingdom, Ireland, Canada, Australia, Germany, Italy, the Netherlands, Belgium, and Mexico. The company has also expanded its presence in the Nordics through a distribution partnership and maintains a global supply chain and market presence in Asia, with operations in Shanghai, China.

In the past year, e.l.f. Beauty has maintained its reputation for offering accessible, clean, vegan, and cruelty-free products. The company has engaged in several high-profile marketing campaigns, including a Super Bowl ad and partnerships with celebrities and athletes. However, the brand faced a reputation challenge with its "Alfino and Schmars" campaign due to a controversial joke by comedian Matt Rife.

e.l.f. Beauty, Inc. has a diverse ownership structure, with institutional investors holding a substantial portion of the company’s stock, approximately 83.39% to 86.57%. Major institutional owners include Baillie Gifford & Co, Vanguard Group Inc, and BlackRock, Inc. Individual investors and public companies hold approximately 13.71% to 17.96% of the stock, while insiders own around 2.89%. Notable individual and insider owners include Tarang Amin (CEO), Matthew Farrell, Scott Milsten, and Lauren Cooks Levitan.