e.l.f. Beauty, Inc. (ELF) Earnings Call Transcripts

e.l.f. Beauty, Inc.'s Latest Earnings Call - June 4, 2026

In the fiscal year ending 2026, e.l.f. Beauty, Inc. (ELF:US) reported its 29th consecutive quarter of net sales growth, achieving a remarkable 20% growth on average per quarter. The company highlighted a revenue of approximately $2 billion, driven by strong performances from its e.l.f. Cosmetics and Naturium brands, alongside the successful integration of the rhode brand, which generated $390 million in net sales in its first year. Management maintained a confident outlook for fiscal 2027, emphasizing their commitment to innovation and strategic pricing adjustments to navigate current consumer challenges.

Reported metrics

Guidance from management

Management maintained a confident outlook for fiscal year 2027, emphasizing their ability to leverage tariff refunds and innovation to drive growth. They indicated that their initial guidance serves as a conservative floor for performance expectations.

What management said

We've already received some, and we do have high confidence. I mean it was very clear. We were early in line in terms of kind of seeking it. And so now like many companies, we have no schedule. We have no certainty of kind of what cadence will it come in because I know I'll get 100 questions afterwards. So okay, well, now that you've got when are you going to get your next payments? And we don't know that. We just kn...

Well, I'd say two things. One is focus on the consistency of the performance over time. It's so easy to get trapped in current consumer sentiment or where things are and the core durable areas of competitive advantage we have. And then the second thing is the white space we have ahead of us. I'm more excited today, and I've been CEO more than 12 years than I've ever been in terms of the future potential of this com...

What analysts pressed on

Analysts expressed concerns regarding the recent slowdown in consumption and the effectiveness of pricing strategies. There were questions about the sustainability of growth for the rhode brand and how management plans to address innovation challenges moving forward.

Main topics on the call

• Consistent Sales Growth — e.l.f. Beauty reported its 29th consecutive quarter of net sales growth, averaging 20% growth per quarter over the past seven years. CEO Tarang Amin stated, "We have seen tremendous success because of that," highlighting...
• Successful Brand Acquisitions — The acquisition of rhode and Naturium has significantly contributed to e.l.f.'s growth, with rhode achieving $390 million in net sales in its first year. Amin noted, "rhode had the most successful launch of Sephora has e...
• Pricing Strategy Adjustments — Management is conducting price discovery to enhance consumer value, having previously implemented a 15% price increase that led to mid-single-digit unit declines. Amin mentioned, "We feel that pricing overall was the rig...
• Innovation Challenges — The recent innovation cycle fell below internal expectations for the first time in eight years, although it still included two of the top ten launches in the category. Amin stated, "Our innovation in the spring cycle tha...

Read the full e.l.f. Beauty, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 43 e.l.f. Beauty, Inc. earnings call transcripts on record, spanning February 5, 2020 to June 4, 2026. Based on this history, e.l.f. Beauty, Inc. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ELF

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Personal Care Products

Calls on record

43

First call

February 5, 2020

Most recent

June 4, 2026

Reporting cadence

quarterly