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Elf Beauty's Rhode Expansion in Sephora Europe Likely to Offer Sale Tailwinds, BofA Says
US Markets

Elf Beauty's Rhode Expansion in Sephora Europe Likely to Offer Sale Tailwinds, BofA Says

Elf Beauty's (ELF) upcoming expansion of its Rhode makeup and skincare brand at Sephora locations in Europe is expected to see Sephora overtake Amazon.com (AMZN) in terms of retail sales for Elf on a total company level, BofA Securities said Tuesday.Late last month, Rhode said it will be available at Sephora in 19 new European countries Sept. 30. This would follow the brand's 2025 rollout with Sephora in the US, the UK, and Canada."The Sephora Europe expansion will bring Rhode's footprint to approximately 40% of Sephora stores globally," BofA analyst Anna Lizzul said in a note to clients Tuesday. "We expect Sephora to overtake Amazon in terms of retail sales for Elf on a total company level after the Sephora Europe launch, which would make Sephora Elf's third largest retail partner."The investment firm expects Rhode sales per Sephora location to match Target (TGT) store levels because of the brand's higher price point despite a smaller footprint. The brokerage sees an opportunity for Sephora Europe to contribute $150 million to $200 million in annual Rhode sales over time."The pipeline build for Rhode's expansion into Sephora will be captured in (fiscal second quarter)," the analyst wrote. A year earlier, Elf didn't capture the entire pipeline build from the Sephora sell-in for launch in 2025 given the close of the brand's acquisition in August of that year, according to the note.The company generates just over 20% of its sales internationally, well below beauty peers that derive more than 70% of sales from outside the US, BofA said. Beyond Rhode's Sephora Europe launch, the company is expanding its Elf and Naturium brands internationally, with Naturium continuing its Sephora rollout in Canada and Mexico this fall after launching in Australia and New Zealand in October, the brokerage added.BofA raised its price objective on the Elf stock to $118 from $100 while reiterating its buy rating.The brokerage now projects the company's fiscal 2027 earnings and revenue at $3.83 a share and $2.02 billion, respectively, up from its prior outlook of EPS of $3.64 on sales of $1.97 billion. Analysts polled by FactSet expect $3.62 and $1.97 billion, respectively.Elf shares were up 0.3% in Tuesday afternoon trade, bringing its year-to-date gains to nearly 28%.In August, the company raised its fiscal 2027 guidance after its first-quarter results topped Wall Street's estimates. Personal care and home fragrance retailer Bath & Body Works (BBWI) lifted its full-year earnings outlook following a fiscal second-quarter beat amid tariff refund tailwinds, while cosmetics maker Estee Lauder (EL) bumped up its full-year operating margin outlook.Price: $97.14, Change: $+0.38, Percent Change: +0.39%

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Wire

e.l.f. Beauty's Rhode Launch in Sephora Europe Could Drive Up to $200 Million in Annual Sales for Brand, BofA Says

e.l.f. Beauty's (ELF) upcoming launch of its Rhode products across Sephora stores in Europe presents an opportunity to contribute $150 million to $200 million in annual sales for the company's skincare brand, Bank of America Research said in a Tuesday research note.BofA increased its fiscal Q2 and Q3 revenue guidance for the Rhode segment to $146 million and $160 million, respectively, from $130 million and $141 million earlier, supported by its summer collections and expectations for a meaningful Sephora Europe expansion.e.l.f. Beauty's launch of hair care products benefits from robust category growth, with potential for the hair care line to reach that of the company's skincare segment over time, analysts wrote.The company's decision to reinvest $50 million in fiscal Q1 tariff refunds into pricing and marketing to ramp up innovation is the right strategy for a growth company to gain market share, according to the note.BofA reiterated its buy rating on the stock and boosted its price target to $118 per share from $100.Price: $96.99, Change: $+0.23, Percent Change: +0.24%

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Wire

e.l.f. Beauty Brand e.l.f. Cosmetics Launches in Brazil With Sephora

e.l.f. Beauty's (ELF) brand e.l.f. Cosmetics said Tuesday it is expanding into Brazil exclusively through Sephora.The products will be available starting Sept. 29 at select Sephora Brazil stores and on Sephora's local website, the companies said.Financial details were not provided.Price: $97.11, Change: $+0.35, Percent Change: +0.36%

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Wire

Update: E.l.f. Beauty Shares Rise After Rhode Plans Europe Expansion With Sephora

(Updates with the stock move in the headline and the first paragraph.)E.l.f. Beauty (ELF) shares were up 5% in Monday trading after the company's rhode skincare brand said it will expand its retail presence in 19 additional European countries on Sept. 30 with Sephora.The expansion will bring rhode to Belgium, Bulgaria, Croatia, Czech Republic, Denmark, France, Germany, Greece, Italy, Luxembourg, Monaco, Poland, Portugal, Romania, Serbia, Spain, Sweden, Switzerland and Turkey, rhode said.Sephora will carry rhode's core skincare and makeup products online and in most stores, rhode said.The European rollout follows rhode's 2025 launch with Sephora in the US, Canada and the UK and comes about a year after e.l.f. Beauty completed its $1 billion acquisition of the brand.Price: $109.26, Change: $+5.16, Percent Change: +4.96%

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Insider Trading

E.l.f. Beauty Insider Sold Shares Worth $571,800, According to a Recent SEC Filing

Joshua Allen Franks, Senior Vice President, Operations, on August 19, 2026, sold 5,718 shares in E.l.f. Beauty (ELF) for $571,800. Following the Form 4 filing with the SEC, Franks has control over a total of 144,309 common shares of the company, with 144,309 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1600033/000161071726000366/xslF345X05/form4.xml

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Estee Lauder Shares Rally as Cosmetics Maker Upgrades Margin Guidance
US Markets

Estee Lauder Shares Rally as Cosmetics Maker Upgrades Margin Guidance

Estee Lauder (EL) shares rallied Wednesday after the cosmetics maker bumped up its fiscal 2027 operating margin outlook and set sales guidance in line with its preliminary views.The company now expects adjusted operating margin between 12.7% and 13.5%, up from a 12.5% to 13% range provided in May. Estee Lauder doesn't forecast a material impact from the Middle East conflict in fiscal 2027.The owner of beauty brands such as MAC expects full-year net sales to grow 3% to 5%, in line with its preliminary outlook. Estee Lauder expects adjusted earnings between $3.10 and $3.35 per share. The current consensus on FactSet is for 3.4% year-over-year revenue growth and non-GAAP EPS of $3.19.The stock soared 17% in Wednesday trade, reducing its year-to-date loss to 5.6%."We expect organic net sales growth in the first half of the year to be stronger than in the second half, reflecting a slate of innovation earlier in the year and stronger travel retail shipments, given improved retail trends and a lower base of shipments in the prior year," Chief Financial Officer Akhil Shrivastava said during an earnings call, according to a FactSet transcript.RBC Capital Markets expected Estee Lauder to provide full-year guidance in line with its preliminary expectations."Depending on the timing and magnitude of tariff refunds, (Estee Lauder) may see a one-time margin bump, but we would expect EL to reinvest back into the business to further bolster the top-line," the brokerage said in a note on Monday.For the fiscal fourth quarter ended in June, Estee Lauder's adjusted EPS jumped to $0.39 from $0.09 a year ago, exceeding Wall Street's estimate of $0.32. Sales improved 6% to $3.63 billion, ahead of the Street's view for $3.55 billion.Revenue in the skin care business rose 9% to $1.85 billion, while fragrance climbed 10%. Makeup sales increased 3% to $1.01 billion.Estee Lauder said it will eliminate about 10,000 positions, reflecting the high end of its prior expectation under a program aimed at strengthening operating margin and supporting reinvestment in consumer-facing areas.Earlier in the month, cosmetics company Elf Beauty (ELF) raised its full-year guidance. Beauty retailer Ulta Beauty (ULTA) is scheduled to release its latest quarterly results on Aug. 27.Price: $98.28, Change: $+14.01, Percent Change: +16.63%

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Estee Lauder Likely to Issue Fiscal 2027 Guidance In Line With Preliminary Outlook, RBC Says
US Markets

Estee Lauder Likely to Issue Fiscal 2027 Guidance In Line With Preliminary Outlook, RBC Says

Estee Lauder (EL) is likely to provide full-year guidance in line with its preliminary expectations, as most factors underpinning the outlook remain intact, RBC Capital Markets said in a Monday client note.In May, the cosmetics company said its preliminary forecast for fiscal 2027 was for sales to grow between 3% and 5% and its operating margin to be in a range of 12.5% and 13%.At the time, the guidance reflected growth acceleration in Estee Lauder's global prestige beauty segment, no business disruptions from the US-Iran war, no tariff-related impacts and no deterioration in the geopolitical situation and consumer sentiment, according to RBC. The brokerage believes Estee Lauder's outlook will fall within the original range as the initial assumptions remain "largely intact.""Depending on the timing and magnitude of tariff refunds, (Estee Lauder) may see a one-time margin bump, but we would expect EL to reinvest back into the business to further bolster the top-line," RBC's co-head of global consumer and retail research, Nik Modi, said in the note.Estee Lauder is scheduled to release its latest quarterly and full-year results this week.RBC estimates the cosmetics company to deliver fourth-quarter per-share adjusted earnings of $0.30 and revenue of $3.49 billion, compared with the Street's view for $0.32 and $3.55 billion, respectively.Companies across the beauty, luxury and retail industries have seen mixed quarterly results, but "lean slightly positive" for Estee Lauder, according to the brokerage. Hard luxury companies such as Richemont and Swatch and beauty giants like L'Oreal, e.l.f. Beauty (ELF) and Ulta Beauty (ULTA) recorded robust growth, while premium beauty in core Europe was mixed and the Middle East war remained a headwind, RBC added.The brokerage believes Estee Lauder remains actively engaged in merger and acquisition opportunities, with the execution of its profit recovery and growth plan potentially giving the company greater capacity to pursue larger transformational deals that fit its portfolio.In May, Estee Lauder and Spanish beauty company Puig said they ended discussions over a potential business combination. Estee Lauder at the time said it would continue to evaluate potential acquisitions and divestitures.RBC maintained its outperform rating on Estee Lauder's stock with a price target of $111."We believe that (Estee Lauder) shares are undervalued when considering cost-cutting initiatives, recovering top-line, and the current turnaround momentum," the brokerage said.

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Research

Bernstein Upgrades e.l.f. Beauty to Outperform From Market Perform, Adjusts PT to $113 From $60

e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $75, according to analysts polled by FactSet.

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Wire

E.l.f. Beauty Set for Q1 Beat on Rhode Brand, Oppenheimer Says

E.l.f. Beauty (ELF) is expected to deliver a Q1 beat and raise its guidance, mainly driven by continued strength in rhode brand, Oppenheimer said in a note Monday. The results are due Aug. 5.However, the report said it is less certain whether initiatives to reaccelerate growth for its core brand have gained traction, as they are still in progress."We continue to see more aggressive testing of price cuts for the e.l.f. brand at leading retailers," the note said, adding that focus is now on any green shoots with the initiatives.The note said Q1 is expected to be at least in line with Street expectations of 22.5% sales growth and EBITDA of $84 million as the company already set a low bar."ELF shares remain on our radar, with rhode upside potential and subdued investor sentiment representing key positives to the story," the report said. Oppenheimer kept its perform rating.Price: $82.84, Change: $-0.05, Percent Change: -0.06%

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Consumer Staple Companies Likely Saw Another 'Tricky' Quarter, UBS Says
US Markets

Consumer Staple Companies Likely Saw Another 'Tricky' Quarter, UBS Says

US consumer staple companies likely faced another "tricky" quarter, with earnings growth seen impacted to a certain extent by inflation, UBS Securities said in a note e-mailed Thursday.The brokerage expects second-quarter results from most of the group it covers to be "okay," analysts Peter Grom and Sona Fernandes said in a note to clients. While inflation is expected to have limited bottom-line growth "to a degree," the situation is more than reflected in Wall Street's estimates, according to the note."While we continue to believe fundamental visibility remains key to any investment case in staples, this has become increasingly priced in across the group making risk/reward far more difficult to assess on the surface," the analysts said. "This makes the setup into (second-quarter) earnings season tricky once again, but in some ways we think the playbook remains unchanged with fundamental visibility continuing to trump valuation."Coca-Cola (KO), Keurig Dr Pepper (KDP), Monster Beverage (MNST), and Colgate-Palmolive (CL) are among the major names with favorable setups heading into the latest results, according to UBS.Coca-Cola offers the "highest degree of fundamental visibility" among the group, Grom and Fernandes said. The beverages giant is poised for a strong print amid continued momentum in its top-line, according to the note.For Keurig Dr Pepper, stronger growth from US refreshment beverages is likely to continue to drive upside despite "some concerns" around the company's coffee business, the analysts said. UBS expects solid revenue momentum for Colgate-Palmolive despite input cost uncertainty linked to the Middle East conflict.While most Monster Beverage investors expect another strong quarterly print, the company will have to offer proof that it is capable of sustaining sales momentum, especially as competitive pressures mount and comparisons get tougher, according to the note.Procter & Gamble (PG), Elf Beauty (ELF), and Celsius (CELH) are among the most debated stocks, according to UBS.The brokerage sees Procter & Gamble's risk-reward profile as skewed to the upside despite an anticipated conservative fiscal 2027 outlook. Elf Beauty's core business volatility persists and "sentiment/stock performance will continue to hinge on the base business," Grom and Fernandes said.For Celsius, the latest results itself are unlikely to "meaningfully alter the debate," which is expected to be focused on whether the company's core business can show signs of stabilization, the analysts wrote.Molson Coors Beverage (TAP), Energizer (ENR), and Boston Beer (SAM) likely faced unfavorable setups due largely to deteriorating category trends, according to the note."Given scarcity of growth and (long-term) algorithms increasingly in question looking ahead, we think relative valuation is far less critical at this juncture and think companies that can outline credible avenues to deliver top- and bottom-line growth will continue to outperform," Grom and Fernandes said.Price: $84.76, Change: $+2.31, Percent Change: +2.80%

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Wire

UBS Adjusts Price Target on e.l.f. Beauty to $80 From $60, Maintains Neutral Rating

e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $75, according to analysts polled by FactSet.Price: $76.30, Change: $+2.09, Percent Change: +2.82%

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Insider Trading

E.l.f. Beauty Insider Sold Shares Worth $2,028,560, According to a Recent SEC Filing

Jennifer Catherine Hartnett, Chief Commercial Officer, on July 01, 2026, sold 25,357 shares in E.l.f. Beauty (ELF) for $2,028,560. Following the Form 4 filing with the SEC, Hartnett has control over a total of 28,699 common shares of the company, with 28,699 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1600033/000161071726000318/xslF345X05/form4.xml

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Research

Bernstein Initiates e.l.f. Beauty at Market Perform

e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $71.62, according to analysts polled by FactSet.

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Wire

E.l.f. Beauty Faces Slowing Core Cosmetics Demand Despite Strong Skin Care Growth, Morgan Stanley Says

E.l.f. Beauty (ELF) faces slowing demand in its core cosmetics business in fiscal 2027, while pricing investments, innovation efforts and higher costs create uncertainty despite continued strength in skin care and rhode expansion, Morgan Stanley said in a note Thursday.The investment firm said the main e.l.f. cosmetics brand, which makes up about two-thirds of retail sales, has slowed and could be flat to slightly higher in fiscal 2027 based on its estimates. The company plans targeted price cuts and more product launches to improve demand.However, Morgan Stanley said the benefit remains uncertain and lower prices could weigh on sales.Skin care remains a stronger part of the business, helped by rhode, Naturium and e.l.f. Skin. Morgan Stanley said rhode's long-term staying power remains unclear in a crowded beauty market. However, the brand still has room to expand through more stores, more countries and new products, including a planned Sephora expansion in Europe in Sept. 2026.Fiscal Q4 results were better than expected, helped by rhode, while fiscal 2027 guidance was roughly in line with estimates but does not include possible cost pressure or planned pricing moves.Morgan Stanley kept an equal-weight rating for e.l.f. and cut its price target to $59 from $67, citing weaker near-term demand, slower share gains, pricing risk and higher cost uncertainty.Price: $51.46, Change: $+0.74, Percent Change: +1.46%

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Wire

E.l.f. Beauty Fiscal Q4 Adjusted Earnings Fall, Revenue Rises; Issues Fiscal 2027 Guidance

E.l.f. Beauty (ELF) reported fiscal Q4 adjusted net income late Wednesday of $0.32 per diluted share, down from $0.78 a year earlier.Analysts polled by FactSet expected $0.29.Revenue for the quarter ended March 31 rose to $449.3 million from $332.6 million a year earlier.Analysts polled by FactSet expected $423.1 million.For fiscal 2027, the company expects adjusted EPS of $3.27 to $3.32 on revenue of $1.84 billion to $1.87 billion. Analysts expect $3.61 and $1.86 billion, respectively.Shares of the company rose 6% in after-hours activity.

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Research

Deutsche Bank Downgrades e.l.f. Beauty to $65 From $68, Maintains Hold Rating

e.l.f. Beauty (ELF) has an average rating of overweight and mean price target of $91.40, according to analysts polled by FactSet.

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Wire

e.l.f. Beauty Faces 'Tricky Quarter' Ahead of Earnings, UBS Says

e.l.f. Beauty (ELF) could face a "tricky quarter" ahead of its fiscal Q4 results next week, with investors likely to focus more on the company's outlook than quarterly performance, UBS said in a note emailed Wednesday.The brokerage said that "much of the focus will center on initial FY27 guidance rather than the quarter itself," adding that investors are concerned if the company can perform and "provide an outlook that appears more than achievable without causing concern on the top line trajectory given tougher comps on the horizon."UBS said quarterly results are likely to be broadly in line with Wall Street expectations, while strong performance from rhode could provide some support to revenue growth.UBS expects fiscal 2027 guidance to be conservative, citing "challenging consumer backdrop."UBS maintained a neutral rating with a $70 price target.Price: $53.77, Change: $-1.89, Percent Change: -3.40%

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Elf Beauty Likely to Post In-Line Earnings as Investors Brace For Conservative Guide, UBS Says
US Markets

Elf Beauty Likely to Post In-Line Earnings as Investors Brace For Conservative Guide, UBS Says

Elf Beauty (ELF) is expected to post fiscal fourth-quarter earnings in line with Wall Street's estimates, though investors are anticipating a conservative full-year outlook, UBS Securities said in a note.The brokerage forecasts $0.29 in earnings per share at the cosmetics company for the quarter. The FactSet-polled consensus estimate is for $0.30 in adjusted EPS."We think the quarter itself will likely be solid and would not be surprised if top-line growth came in ahead of consensus driven by stronger results from Rhode," UBS analyst Peter Grom said in a note to clients.Makeup and skincare brand Rhode, which Elf acquired in 2025, is expected to bring in $95 million in sales, compared with Street estimates that call for an $89 million contribution, according to the report dated Tuesday and emailed toWednesday.Investors will be more interested in the initial full-year guidance, with Elf expected to provide a conservative outlook amid a challenging consumer backdrop, Grom said. The company has historically embedded some cushion in its initial expectations, according to UBS."We think investors are concerned as to whether the company can thread the needle and provide an outlook that appears more than achievable without causing concern on the top-line trajectory given tougher comps on the horizon," Grom said.Shares of Elf, which is scheduled to report results May 20, have lost 33% since its last earnings report, UBS said. The stock declined 3.8% in Wednesday trade."We would expect the print itself to be a volatile event, and given the wide range of outcomes on both the top- and bottom-line, we would remain on the sidelines until visibility improves," Grom said.Price: $53.75, Change: $-1.91, Percent Change: -3.43%

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Wire

E.l.f. Beauty Seen Meeting Q4 Outlook, Fiscal 2027 Guidance May Miss Consensus, Oppenheimer Says

E.l.f. Beauty (ELF) could meet the upper end of its implied fiscal Q4 outlook, but is likely to issue an initial fiscal 2027 outlook below Street consensus, Oppenheimer said in a Wednesday note.The company is scheduled to post its fiscal Q4 results on May 20.Oppenheimer said the period likely benefited from the rhode brand acquisition and mid-single-digit consumption growth in the core business.The company is likely to guide fiscal 2027 earnings per share below the $3.63 Street estimate as management typically takes a conservative approach and is expected to reflect macro uncertainties in its outlook, the investment firm said."We see limited visibility on a major inflection shorter term as the company will soon be lapping material price increases," Oppenheimer noted, while calling rhode a "clear bright spot" for the company.Oppenheimer reiterated its perform rating on the stock.Price: $55.00, Change: $-0.66, Percent Change: -1.19%

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Wire

E.l.f. Beauty Core Cosmetics Share Losses Likely to Worsen, Morgan Stanley Says

E.l.f. Beauty's (ELF) core cosmetics share losses are concerning and expected to worsen after cycling summer 2025 pricing, driven by pressure from smaller brands as the category fragments, Morgan Stanley said in a note Friday.Concerns surrounding the company's base market share in US cosmetics and a slowdown in organic growth trends will potentially limit the stock, despite Naturium growth and better-than-expected rhode contribution to sales, according to the note.If core e.l.f. cosmetics declines, which is likely this fall, the stock could be pressured, Morgan Stanley said, adding that stronger-than-expected rhode contribution in the first year could eventually weigh on stock sentiment if organic sales growth trends for the brand decline in the second year.Korean beauty momentum may also divert available consumer spend from e.l.f.'s core cosmetics business and could eventually pressure Naturium and rhode as well, despite their near-term strength, the brokerage said.Morgan Stanley downgraded e.l.f. Beauty to equal-weight from overweight, and lowered the price target to $67 from $80.Shares of the company were down more than 3% in Friday trading.Price: $61.94, Change: $-2.03, Percent Change: -3.17%

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