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Edge12 Jun 2026
Set in Stone: The Story of Richemont
From a South African tobacco company to Cartier, a deep dive into how Richemont built one of the world's leading hard luxury empires.
e.l.f. Beauty
e.l.f. Beauty (ELF) investor relations material
e.l.f. Beauty 23rd annual dbAccess Global Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.23rd annual dbAccess Global Consumer Conference summary4 Jun, 2026
Business performance and growth
Achieved 29 consecutive quarters of net sales growth, averaging at least 20% per quarter over seven years.
Gained over 900 basis points of market share in cosmetics; e.l.f. SKIN is now a top 11 U.S. skincare brand.
Acquired Naturium and rhode, both showing rapid sales growth and strong retail performance.
rhode had the most successful launch in Sephora history and is expanding across Europe this fall.
Value proposition remains strong, with average retail prices significantly below prestige competitors.
Competitive advantages and innovation
Four durable advantages: high-performance team culture, value, innovation, and disruptive marketing.
Every employee receives equity, driving high engagement and productivity.
Innovation is driven by adapting prestige trends and community feedback, leading to leadership in 22 cosmetics segments.
Marketing excels with Gen Alpha, Gen Z, and Millennials through platform engagement and disruptive campaigns.
Portfolio management and acquisitions
Portfolio now includes multiple brands, each with dedicated teams and high acquisition standards.
Acquisitions focus on founder vision and team retention, with no assumed synergies.
Approach enables pursuit of multiple growth vectors and supports founder-led brand enhancement.
Innovation strategy pivot for fall cycle
Using tariff refunds to fund price discovery
Managing rhode brand curation vs expansion
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Latest events from e.l.f. Beauty
- Focused on unit growth, innovation, and global expansion, with strong momentum in rhode and Naturium.ELF
Fireside chat29 May 2026 - Net sales up 25% to $1.64B, with strong brand growth and robust 2027 outlook.ELFQ4 202620 May 2026
- 23% CAGR, 70% gross margin, and global expansion drive category-leading growth.ELFConsumer Analyst Group of New York Conference (CAGNY) 202620 Feb 2026
- Q3 net sales rose 38% to $489.5M; full-year outlook raised on Rhode and market share gains.ELFQ3 20265 Feb 2026
- Q2 net sales up 40% to $301.1M, outlook raised, and $500M buyback program launched.ELFQ2 20253 Feb 2026
- Q1 net sales rose 9% to $353.7M, with strong EBITDA and the $800M rhode acquisition completed.ELFQ1 20263 Feb 2026
- 28% sales growth, 71% margin, and $1B rhode deal drive strong results amid tariff risks.ELFQ4 20253 Feb 2026
- Q1 net sales up 50% to $324.5M; FY25 outlook raised with strong margin and segment gains.ELFQ1 20252 Feb 2026
- Innovation, digital growth, and global expansion drive strong share gains and future opportunity.ELFMorgan Stanley Global Consumer & Retail Conference11 Jan 2026
Next e.l.f. Beauty earnings date
Q1 20275 Aug, 2026
e.l.f. Beauty
Next e.l.f. Beauty earnings date
Q1 20275 Aug, 2026
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