e.l.f. Beauty, Inc. reported significant financial growth in its latest quarterly results, with net sales reaching $479.4 million for the three months ended June 30, 2026, a 36% increase from $353.7 million in the same period last year. The company's gross profit also saw a substantial rise, climbing 63% to $398.8 million, driven by a combination of higher average item prices and a $50.1 million refund from IEEPA tariffs, which positively impacted cost of sales. Operating income surged to $102.4 million, compared to $48.7 million in the prior year, reflecting a robust operating margin of 21%.
The company’s strategic initiatives have contributed to this growth, particularly through its e-commerce channels, which experienced a 129% increase in sales. Retailer channels also performed well, with a 16% increase. e.l.f. Beauty's expansion into new product categories, including the recent launch of e.l.f. Hair, is part of its strategy to diversify its offerings and capture a broader market share. The acquisition of the lifestyle beauty brand rhode in August 2025 for $897.5 million has further strengthened its portfolio, although it has also introduced complexities related to contingent consideration, which was revalued to $80.8 million due to rhode's strong revenue performance.
Operationally, e.l.f. Beauty reported a customer base that continues to grow, supported by strong relationships with major retailers such as Target and Walmart. The company had approximately 59 million shares outstanding as of July 30, 2026, and its employee headcount has increased as it expands its operations. The company’s cash and cash equivalents stood at $344.2 million, providing a solid liquidity position to support ongoing investments and operational needs.
Looking ahead, e.l.f. Beauty remains optimistic about its growth trajectory, although it acknowledges potential risks including market competition, regulatory changes, and supply chain disruptions. The company plans to continue leveraging its innovative product development and marketing strategies to enhance brand recognition and consumer engagement. Management emphasized the importance of adapting to evolving consumer preferences and maintaining operational efficiency to sustain profitability in a competitive landscape.
About e.l.f. Beauty, Inc.
e.l.f. Beauty, Inc. is a multi-brand beauty company offering inclusive, cruelty-free, vegan cosmetics and skincare products. Its core brands—e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People, and Keys Soulcare—serve global markets through retail and e-commerce channels. The company emphasizes innovation, affordability, and sustainability, leveraging digital marketing and direct-to-consumer sales to disrupt industry norms and connect with diverse, value-conscious consumers.
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