"We're still a value to our consumers when people are pulling back and being more choiceful with their spending,"
"If a shopper only has $20 to spend, e.l.f. is a great option,"
"You can still come in, buy a couple of products, and still have money left in your pocketbook. That's exactly where we want to be for our consumers."
e.l.f. Beauty's affordability strategy maintains consumer appeal as shoppers become more selective, with 75% of products priced at $10 or less after a $1 increase. Quarterly net sales rose 14% to $343.9 million from $301.1 million year over year. Adjusted earnings per share reached $0.68, exceeding consensus of $0.57. Fiscal 2026 revenue is forecast between $1.55 billion and $1.57 billion, implying 18%–20% growth. Growth has extended across 27 consecutive quarters. Tariff pressures are significant: more than $50 million in additional annual costs and a weighted average tariff rate near 60%, with roughly 75% of production based in China.
Read at Fortune
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