elf Beauty Stock Price, News & Analysis

e.l.f. Beauty (NYSE: ELF) has announced a $1 billion acquisition of rhode, a prestige skincare brand founded by Hailey Bieber. The deal includes $800 million payable at closing ($600M cash, $200M in ELF shares) and a potential $200 million earnout based on future growth. rhode, known for its high-performance skincare products, generated $212 million in net sales for the 12 months ended March 31, 2025, more than doubling its consumer base over the past year. Hailey Bieber will continue as Founder and serve as Chief Creative Officer and Head of Innovation. The brand plans to launch in Sephora across North America and the U.K. by year-end. This strategic acquisition marks e.l.f. Beauty's expansion into the prestige beauty channel and represents approximately 3.8x LTM net sales. The transaction is expected to close in Q2 Fiscal 2026.

e.l.f. Beauty (NYSE: ELF) reported strong financial results for Q4 and fiscal 2025. The company achieved 28% net sales growth to $1.31 billion for the full year, marking its 25th consecutive quarter of net sales growth. Q4 net sales increased 4% to $332.6 million, with gross margin improving by 50 basis points to 71%. The company reported Q4 adjusted EBITDA of $81.4 million, up 99% year over year. Full-year net income was $112.1 million, with adjusted diluted EPS of $3.39. In a significant development, e.l.f. Beauty announced an agreement to acquire rhode, a beauty brand founded by Hailey Bieber, for $800 million at closing with a potential earnout of up to $200 million. The deal includes $600 million in cash and $200 million in stock. The company ended fiscal 2025 with $148.7 million in cash and $256.7 million in total debt.

e.l.f. Beauty (NYSE:ELF) has partnered with Oliver Widger, who gained social media fame for sailing across the Pacific Ocean with his cat Phoenix. The collaboration includes multiple initiatives: a mid-ocean care package delivery through Aloft (a nonprofit supporting young aviators), a donation to an animal shelter of Widger's choice, and the launch of a Roblox Game Jam called "Sailing with Phoenix."

The Game Jam, developed in collaboration with gaming consultancy eGEN, challenges Roblox developers to create original games inspired by Widger's journey. The contest will award prizes to the top three winners, aiming to empower young creators and inspire dream-chasers. Widger completed his journey, arriving in Waikiki, Hawaii, on May 24, and participated in e.l.f.'s Twitch livestream to share his experience.

e.l.f. Beauty (NYSE: ELF) has announced that Chairman and CEO Tarang Amin will participate in a fireside chat at Deutsche Bank's dbAccess Global Consumer Conference. The event will take place in Paris on June 5, 2025, at 9:15am CEST (3:15am ET). Investors can access the live webcast through the company's investor relations website. An archived version of the presentation will be available for those unable to attend the live broadcast.

e.l.f. Cosmetics (NYSE: ELF) is expanding its presence in NASCAR through a partnership with Katherine Legge at the Coca-Cola 600 weekend. The brand is launching a Power Grip Garage activation featuring their new Jumbo Power Grip Primer, which is 3x the size of the original product. Legge, the only female driver in the NASCAR Xfinity Series' BetMGM 300 event on May 24, will compete in an e.l.f.-branded car. The activation includes a glam station, meet-and-greets, and a 'Share the e.l.f.ing Love Wall.' The brand is also extending the experience to digital platforms through Roblox gaming integrations and Twitch livestreams. The new Jumbo Power Grip Primer will be available to Beauty Squad members on May 22 and online at elfcosmetics.com on May 26.

e.l.f. Beauty (NYSE: ELF) has scheduled its fourth quarter fiscal 2025 earnings webcast for Wednesday, May 28, 2025 at 4:30 p.m. Eastern Time. The company will release its detailed financial results before the webcast. The event will feature presentations from Chairman and CEO Tarang Amin and SVP and CFO Mandy Fields. Investors can access the live broadcast at the company's investor relations website, and an archived version will be available afterward for those unable to attend the live event.

e.l.f. Beauty (ELF) is expanding its presence in The Netherlands and Belgium through a partnership with KRUIDVAT and TREKPLEISTER drugstores. Starting May 26th 2025, e.l.f. Cosmetics and e.l.f. SKIN products will be available in 959 stores in The Netherlands (776 Kruidvat and 183 Trekpleister) and 271 Kruidvat stores in Belgium.

The expansion follows strong international performance, with non-U.S. net sales growing 66% year-over-year in Q3 FY2025, representing 20% of total net sales. Products will also be available online through kruidvat.nl, kruidvat.be, and trekpleister.nl, with e.l.f. Cosmetics launching May 26th and e.l.f. SKIN on June 2nd 2025.

Well People, an e.l.f. Beauty (NYSE: ELF) brand, has launched a Mother's Day campaign highlighting its "Pregnancy-Friendly" designation across its entire product line. The brand has achieved recognition as the color cosmetics brand with the most EWG Verified® products in the industry, with over 100 products meeting clean beauty standards.

The products are formulated without phthalates, parabens, oxybenzone, phenols, and retinoids. The campaign includes special product bundles like the "Glowing Mama Makeup Set" and "Nurtured Skincare Set." As part of the initiative, Well People is donating $10,000 to Every Mother Counts, supporting safe and equitable maternal health care.

Well People, an e.l.f. Beauty (NYSE: ELF) brand, has launched a Mother's Day campaign highlighting its "Pregnancy-Friendly" designation across its entire product line. The brand has achieved recognition as the color cosmetics brand with the most EWG Verified® products in the industry, with over 100 products meeting clean beauty standards.

The campaign features special product bundles including the "Glowing Mama Makeup Set" and "Nurtured Skincare Set," featuring products like Daygleamer Mineral Sunscreen Serum and Lush Lip Tinted Oil. All products are free from phthalates, parabens, oxybenzone, phenols, and retinoids. As part of the initiative, Well People is donating $10,000 to Every Mother Counts to support safe and equitable maternal health care.