The earnings call highlighted strong sales growth, market share gains, and successful international expansion, particularly in Germany. Despite softer-than-expected U.S. track channel trends and a moderation in the color cosmetics category, the company demonstrated resilience and raised its fiscal year 2025 outlook, indicating a positive overall sentiment.

Company Guidance

During the ELF Q2 2025 earnings call, the company provided strong guidance, highlighting robust growth metrics. ELF raised its fiscal 2025 net sales growth outlook to 28-30%, up from the previous 25-27%, driven by a 40% increase in net sales for Q2. The company reported $69 million in adjusted EBITDA and an increase of 195 basis points in U.S. market share. International sales surged by 91%, now accounting for 21% of net sales, up from 16% a year ago. ELF's digital consumption grew by nearly 40% year-over-year, and their Beauty Squad loyalty program expanded to 5.3 million members, boasting a 30% annual growth. The company plans to continue its strategic expansion, including a new presence in Dollar General, while maintaining its focus on innovation and disruptive marketing. ELF remains confident in its ability to achieve its raised guidance, with adjusted EBITDA now expected between $304 million and $308 million, reflecting a 29-31% growth versus the prior year.

Strong Net Sales Growth

Net sales grew by 40% in Q2, surpassing expectations with significant contributions from international markets and digital commerce.

Market Share Gains

e.l.f. Beauty increased its U.S. market share by 195 basis points and is now the #1 brand in unit share in the U.S. mass cosmetics market.

International Expansion Success

International sales grew 91%, with e.l.f. becoming the #1 cosmetics brand in 1,600 Rossman stores in Germany.

Digital and Loyalty Growth

Digital consumption increased by nearly 40% year-over-year, and the Beauty Squad loyalty program grew by 30%, reaching 5.3 million members.

Raised Fiscal Year 2025 Outlook

Guidance for fiscal year 2025 was raised to 28% to 30% net sales growth, reflecting strong performance and market share gains.

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e.l.f. Beauty (ELF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ELF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 29, 2025	2025 (Q3)	0.77 / -	0.74	―	―	―
Nov 06, 2024	2025 (Q2)	0.43 / 0.77	0.82	-6.10% (-0.05)
Aug 08, 2024	2025 (Q1)	0.83 / 1.10	1.1	0.00% (0.00)
May 22, 2024	2024 (Q4)	0.33 / 0.53	0.42	26.19% (+0.11)
Feb 06, 2024	2024 (Q3)	0.57 / 0.74	0.48	54.17% (+0.26)
Nov 01, 2023	2024 (Q2)	0.53 / 0.82	0.36	127.78% (+0.46)
Aug 01, 2023	2024 (Q1)	0.57 / 1.10	0.39	182.05% (+0.71)
May 24, 2023	2023 (Q4)	0.20 / 0.42	0.13	223.08% (+0.29)
Feb 01, 2023	2023 (Q3)	0.23 / 0.48	0.24	100.00% (+0.24)
Nov 02, 2022	2023 (Q2)	0.16 / 0.36	0.21	71.43% (+0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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ELF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2024	$104.16	$116.07	+11.43%
Aug 08, 2024	$187.95	$160.83	-14.43%
May 22, 2024	$155.63	$184.77	+18.72%
Feb 06, 2024	$173.32	$164.82	-4.90%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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