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.
"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."
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