Quarterly revenue growth rates and guidance - market expects sustained 20%+ growth
Retail distribution wins and door count expansion at key accounts (Target, Walmart, Ulta, international retailers)
Market share data in US color cosmetics from Circana/NPD showing gains vs L'Oreal, Maybelline, Revlon
International revenue growth trajectory (currently estimated 10-15% of total sales, expanding into UK, Canada, Europe)
moderate - Color cosmetics exhibit relative resilience in downturns (lipstick effect) but are discretionary purchases. e.l.f.'s value positioning provides downside protection as consumers trade down from prestige brands during economic stress. However, sustained unemployment or severe recession would pressure volumes. The 28% revenue growth despite macro headwinds suggests strong secular share gains offsetting cyclical pressures.
Low direct impact on operations (minimal debt at 0.80 D/E, strong 2.76x current ratio). Higher rates affect valuation multiples - growth stocks like e.l.f. trading at 3.3x P/S compress when risk-free rates rise and investors rotate to value. Rising rates also pressure younger consumer cohorts (Gen Z/Millennials) through higher credit card costs and reduced discretionary spending power.
China manufacturing concentration risk - estimated 70-80% of production in China exposes company to tariff escalation, geopolitical tensions, and supply chain disruptions
Retail channel consolidation and bargaining power - dependence on Target, Walmart, Ulta for distribution creates vulnerability to shelf space reductions or unfavorable terms
Fast fashion beauty trend risk - TikTok-driven viral product cycles may prove unsustainable if social media algorithms shift or consumer attention fragments
growth - The 28% revenue growth, market share gains, and international expansion story attract growth investors willing to pay 3.3x P/S for secular winners. Recent -12% net income decline and -27% six-month drawdown have shaken out momentum traders, creating opportunity for fundamental growth investors. Not a value or dividend play given reinvestment needs and premium valuation.
Trend
-16.6% vs SMA 50 · -37.4% vs SMA 200
Momentum
Distribution pattern detected. More selling days than accumulation over the past 20 sessions. Not a conducive environment for a squeeze.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2025 | $1.3B $1.3B–$1.3B | — | $3.33 | — | ±7% | High14 |
FY2026(current) | $1.6B $1.6B–$1.6B | ▲ +23.3% | $3.11 | ▼ -6.6% | ±2% | High15 |
FY2027 | $1.9B $1.8B–$1.9B | ▲ +16.2% | $3.64 | ▲ +17.1% | ±9% | High15 |
New York, New York--(Newsfile Corp. - May 2, 2026) - WHY: Rosen Law Firm, a global investor rights l…
launched in 2004, e.l.f. cosmetics is a revolutionary beauty brand that offers women everywhere the freedom to experiment and play to enhance their own unique beauty. at e.l.f., we believe every woman should have access to the best in beauty and that is our mission – to make luxurious beauty more accessible. in fact, our line of cosmetics and tools for eyes, lips and face start at just $1! we think of ourselves as the brand that challenges the expected in mass cosmetics through innovation, creativity and passion. we attribute our success to our consumer-driven business model that allows us to respond to real feedback in real time. our consumers are our biggest asset – hearing from you fuels our passion and continually inspires and motivates us. so please keep doing what you’re doing and we’ll keep doing what we’re doing. and together, we will make it easy to have fun with beauty every single day!
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
ELF◀ | $60.49 | -5.44% | $3.6B | 34.5 | +2828.2% | 853.4% | 1500 |
| $397.67 | +0.41% | $2.1T | 28.7 | +3296.8% | 4510.0% | 1500 | |
| $91.95 | +0.10% | $318.6B | 14.1 | +318.8% | 1510.7% | 1500 | |
| $131.46 | -0.32% | $305.1B | 22.6 | +586.3% | 1305.9% | 1500 | |
| $184.74 | -1.40% | $286.4B | 27.2 | +862.9% | 1745.9% | 1500 | |
| $146.57 | -0.87% | $279.7B | 21.0 | +597.3% | 2564.4% | 1500 | |
| $88.98 | -1.86% | $251.9B | 14.3 | -591.0% | 668.4% | 1500 | |
| Sector avg | — | -1.34% | — | 23.2 | +1128.5% | 1879.8% | 1500 |