elf Beauty Stock Price, News & Analysis

e.l.f. Beauty (NYSE: ELF) announces its innovative Big Game viewing experience, 'The E.L.F. TIME Show,' a live watch party streaming across multiple platforms on February 9. The event features an all-star host lineup including sportscaster Suzy Shuster, actress Yvonne Orji, and drag queen Heidi N Closet.

The initiative builds on e.l.f.'s 'eyes. lips. face. fandom.' campaign, highlighting their Power Grip Primer, currently the #1 SKU in mass cosmetics. The company will air content on Tubi as the only beauty brand in their live Big Game programming, featuring a new shoppable experience. Additionally, e.l.f. serves as the Official Cosmetics Partner of Animal Planet's Puppy Bowl XXI.

Research indicates that 70% of Americans use two or more media platforms during the Big Game, aligning with e.l.f.'s multi-platform strategy. The company will stream across TikTok, Twitch, Instagram, YouTube, Amazon, and elfcosmetics.com.

e.l.f. Beauty (NYSE: ELF) reported strong Q3 fiscal 2025 results with net sales increasing 31% to $355.3 million and gaining 220 basis points of market share in the U.S. The company's gross margin improved by 40 basis points to 71%, driven by favorable foreign exchange impacts and cost savings.

Key financial metrics include GAAP net income of $17.3 million, adjusted net income of $43.0 million, and adjusted EBITDA of $68.7 million. For the nine-month period, net sales grew 40% to $980.9 million.

However, due to softer than expected January trends, e.l.f. Beauty has updated its fiscal 2025 outlook, now projecting net sales growth of 27-28% (down from 28-30%) with expected net sales of $1,300-1,310 million and adjusted diluted EPS of $3.27-3.32 (reduced from $3.47-3.53).

e.l.f. Cosmetics (NYSE: ELF) announces a new collaboration with GRAMMY® Award-winner Meghan Trainor for their Cloud Skin campaign, launching January 28, 2025. The campaign features Trainor as the first captain of e.l.f. Air in a reimagined in-flight safety video, challenging aviation industry norms where men constitute over 90% of pilots globally.

The partnership introduces the Cloud Skin Bundle ($36), featuring the new Halo Glow Powder Filter, Halo Glow Liquid Filter (which sold one unit every four seconds in 2024), Glow Reviver Lip Glimmer, and a -edition eye mask. The campaign aligns with rising interest in soft matte makeup, with global hashtag views up 168% year-over-year.

The digital-first campaign will run across multiple platforms, including a partnership with Uber to display the campaign video to airport-bound riders in the US & UK from January 28 to February 28, 2025.

e.l.f. Beauty (NYSE: ELF) has scheduled its third quarter fiscal 2025 earnings release and webcast for Thursday, February 6, 2025, at 4:30 p.m. Eastern Time. The company will issue a detailed press release before the webcast. The event will feature Chairman and CEO Tarang Amin and SVP/CFO Mandy Fields. Investors can access the live broadcast at the company's investor relations website, and an archived version will be available afterward for those unable to attend the live event.

e.l.f. Beauty launches its innovative 'e.l.f. von zehn' campaign in Germany, targeting the next generation of makeup users. The campaign name, translating to '11 out of 10,' celebrates the brand's high-quality yet affordable products while embracing German consumers' affinity for product ratings.

The campaign features actor Christopher Kouros as a quirky scientist conducting over-the-top experiments with e.l.f.'s popular products, including Glow Reviver Lip Oil, Lash XTNDR Mascara, Power Grip Primer, and Halo Glow Liquid Filter. The initiative combines humor with product testing to redefine traditional quality reviews.

To maximize reach, e.l.f. is partnering with German retailers and securing sponsorships on platforms like Amazon Prime, Netflix, and RTL+. The campaign includes digital out-of-home advertising across major German cities including Hamburg, Berlin, Düsseldorf, Cologne, and Munich, accompanied by 'The ELF Sting' theme song.

e.l.f. Beauty (NYSE: ELF) has announced a partnership with Amanda Nguyen, an activist, Nobel Peace Prize nominee, and soon-to-be astronaut. The collaboration launches with a new episode of their purpose-driven film series 'Show Your(s)e.l.f.', highlighting Nguyen's journey and achievements.

Nguyen, who founded the nonprofit organization Rise to protect gender-based violence survivors, will make history as the first Southeast Asian woman to travel to space on Blue Origin this year. The partnership includes participation in a landmark event at the United Nations in February 2025 for International Women and Girls in STEM Day.

The Show Your(s)e.l.f. series, produced with OBERLAND agency, continues e.l.f.'s commitment to democratizing access and celebrating inclusivity, previously featuring trailblazers like Viktoria Modesta, Anastasia Pagonis, and Chella Man.

e.l.f. Cosmetics (NYSE: ELF) has become the first beauty sponsor of the largest high school girls wrestling competition, the Wonder Women of Wrestling Tournament. The 2025 event, held on January 3-4, attracted 700 athletes from 83 teams and 3,000 spectators for 1,300 matches.

Wrestling has emerged as America's fastest-growing high school sport, with female participation surging from 112 participants in 1990 to over 64,000 in 2024. As part of the sponsorship, e.l.f. is funding nine scholarships for college-bound senior wrestlers through an essay competition. The company also featured Olympian Helen Maroulis, who recently won Bronze at Paris 2024, on their Twitch stream to inspire young female wrestlers.

e.l.f. Cosmetics launches new campaign 'eyes. lips. face. fandom.' featuring actors Joey King and Lucien Laviscount, targeting sports fans through their Power Grip Primer product. The campaign debuts during Macy's Thanksgiving Day Parade to an expected 22 million viewers. The primer, currently the No. 1-selling beauty product with one unit sold every 3.5 seconds, is positioned to unite sports enthusiasts across different teams. The campaign emphasizes e.l.f.'s vision of disrupting beauty norms and connecting communities through inclusivity and accessibility, particularly targeting the 48% female sports fan demographic.

e.l.f. Beauty (NYSE: ELF) has issued a statement strongly refuting allegations made in a short-seller report by Muddy Waters Research. The company declares the report's claims are without merit and based on incomplete data and flawed assumptions. e.l.f. explains that since early 2024, they filed for confidentiality with U.S. Customs regarding import data, meaning public import data after February 6, 2024, excludes most of their U.S. imports. The company emphasizes its rigorous inventory control and revenue recognition procedures, highlighting their recent Q2 fiscal 2025 results showing their 23rd consecutive quarter of net sales growth and market share gains.