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e.l.f. Beauty (ELF) investor relations material
e.l.f. Beauty Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary14 Nov, 2025
Introduction and agenda
The session featured a discussion with the management team, focusing on recent financial results, market trends, and strategic priorities.
Current industry trends
The U.S. mass beauty market grew 2% last quarter, consistent with the decade-long trend, despite consumer pressures.
Market share gains continue, with 27 consecutive quarters of growth and strong performance in color cosmetics and skincare.
Competitive promotional activity in the U.K. has increased, impacting short-term results but not long-term share gains.
Challenges and overcoming obstacles
A temporary decline in organic sales was due to a strategic decision to halt shipments to retailers not reflecting price increases.
Out-of-stocks occurred but were not widespread; the main impact was from the company’s own shipment decisions.
Tariff volatility impacted gross margins, but recent reductions to 45% are expected to provide relief.
Path to double-digit organic growth
International growth drivers beyond UK/Canada
AI's impact on future capabilities and efficiency
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Next e.l.f. Beauty earnings date
Morgan Stanley Global Consumer & Retail Conference 20253 Dec, 2025
Next e.l.f. Beauty earnings date
Morgan Stanley Global Consumer & Retail Conference 20253 Dec, 2025
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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Frequently asked questions
e.l.f. Beauty, Inc. is a leading global specialty retailer of beauty products including color cosmetics, facial and eye care, baby and kids' products, fragrance, and skincare. e.l.f. Beauty, Inc. carries a line of 350+ of beauty must-haves that enable women to create their own style at an affordable price.
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