e.l.f. Beauty beats Q3 sales estimates, raises 2026 net sales outlook
Overview
Beauty products maker's Q3 net sales rose 38%, beating analyst expectations
Adjusted EBITDA for Q3 increased 79% yr/yr, reflecting strong operational performance
Company raised fiscal 2026 outlook, expecting higher net sales and EBITDA growth
Outlook
e.l.f. Beauty raises fiscal 2026 net sales outlook to $1.600 bln-1.612 bln
Company expects fiscal 2026 adjusted EBITDA of $323-326 mln
e.l.f. Beauty anticipates fiscal 2026 adjusted EPS of $3.05-3.10
Result Drivers
SALES CHANNEL GROWTH - Net sales increased 38% due to growth in both retailer and e-commerce channels, in the US and internationally
MARKET SHARE GAINS - e.l.f. Cosmetics brand gained 130 basis points in market share
NEW BRAND LAUNCH - Record-breaking launch of rhode in Sephora in the UK contributed to sales growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Sales | Beat | $489.51 mln | $460.24 mln (15 Analysts) |
Q3 Net Income |
| $39.38 mln |
|
Q3 Gross Profit |
| $347.50 mln |
|
Q3 Operating Income |
| $67.54 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the personal products peer group is "buy"
Wall Street's median 12-month price target for elf Beauty Inc is $110.00, about 29.7% above its February 3 closing price of $84.81
The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 30 three months ago
Press Release: ID:nBwK2GgLa
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