elf Beauty Inc

Latest Results (16.11.2025):

elf Beauty Inc’s Q4 Fiscal 2025 financial results demonstrate robust performance with continued net sales growth for the 25th consecutive quarter. The company delivered solid top-line and profitability improvements driven by strength in retailer and e-commerce channels, while also achieving higher gross margins and disciplined SG&A expenses. Notably, elf Beauty Inc reinforced its market position by announcing an acquisition agreement for the fast-growing beauty brand, rhode, as part of its strategic expansion efforts.

Q4 Sales and Profitability

For the three months ended March 31, 2025, elf Beauty Inc’s net sales increased 4% to $332.6 million, and gross margin improved by approximately 50 basis points to 71%. GAAP net income for Q4 reached $28.3 million, with adjusted net income rising to $45.2 million, underscoring the company’s operational efficiency and cost management.

Expense Management and Earnings

During Q4 Fiscal 2025, SG&A expenses were reduced by $17.4 million to $192.7 million, representing 58% of net sales, while adjusted SG&A was contained at $173.3 million (52% of net sales). These expense management efforts contributed to adjusted diluted earnings per share of $0.78 and an impressive 99% year-over-year improvement in adjusted EBITDA, which reached $81.4 million or 24% of net sales.

Strategic Expansion and Future Outlook

In addition to strong Q4 performance, elf Beauty Inc announced its definitive agreement to acquire rhode, a fast-growing beauty brand founded by Hailey Bieber. This strategic move, along with planned discussions during its webcast on May 28, 2025, highlights the company’s ongoing growth initiatives and commitment to maintaining its market leadership in Fiscal 2025.