E.l.f. Beauty (ELF) earnings Q4 2026
CNBC • • business
Key Points:
- E.l.f. Beauty plans to reverse some tariff-driven price hikes implemented last year after experiencing a decline in demand due to consumers facing higher costs, including rising gas prices.
- The company tested a $4 price cut on its $18 Halo Glow skin tint, resulting in nearly a 40% sales increase, prompting plans to experiment with further price reductions to boost unit growth.
- Fiscal Q4 earnings beat expectations with adjusted EPS of 32 cents versus 29 cents expected and revenue of $449 million versus $423 million expected, though fiscal 2027 guidance fell short of analyst estimates.
- E.l.f. posted a $49.4 million loss in Q4 mainly due to a $57.6 million charge related to its Rhode acquisition, but excluding one-time expenses, net income was $19.4 million.
- The Rhode brand has been a key growth driver, expanding rapidly into Sephora and Mecca stores and set to launch in 19 European countries this fall; E.l.f. aims for balanced growth and is open to future M&A opportunities.