Overview
- E.l.f. reported fiscal fourth-quarter results Wednesday that beat Wall Street estimates with $449 million in revenue and $0.32 adjusted EPS while showing a GAAP loss driven by a $57.6 million Rhode acquisition charge.
- A recent $4 cut on the $18 Halo Glow skin tint produced about a 38–40% sales lift, prompting management to run more selective price tests to win back price-sensitive shoppers.
- The company expects roughly $55 million in tariff refunds from litigation over emergency-era duties but the refunds are not yet approved and have not been factored into fiscal 2027 guidance.
- E.l.f. issued fiscal 2027 guidance that is below analyst forecasts, forecasting $1.84–$1.87 billion in sales and $3.27–$3.32 in adjusted EPS, and said it will balance margin targets with value actions.
- Rhode and Naturium remain the main growth engines for E.l.f., with Rhode growing about 80% and preparing a multi-country Sephora rollout, even as the firm shifts manufacturing away from China and faces a consumer class-action over past tariff-driven price increases.