Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
No Data
ELF Transcript
e.l.f. Beauty, Inc. (ELF) Q3 2026 Earnings Call Transcript
Positive2-4
The earnings call highlights strong financial performance with expected net sales growth and improved EBITDA margins. The company is strategically investing in marketing and international expansion, with successful product launches and innovation pipelines. Despite some concerns about organic growth and tariffs, management's optimistic guidance and focus on maintaining quality suggest a positive outlook. The positive sentiment is reinforced by the expected gross margin improvements and disciplined global expansion, likely leading to a stock price increase.
e.l.f. Beauty, Inc. (ELF) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Neutral12-3
e.l.f. Beauty, Inc. (ELF) Q2 2026 Earnings Call Transcript
Unknown11-5
The earnings call reveals mixed signals: strong net sales growth due to the Rhode acquisition but a decline in organic sales and adjusted EBITDA. Tariff impacts and increased SG&A expenses weigh on margins. Despite optimistic guidance and strategic international expansion, unresolved pricing issues and unclear management responses raise concerns. The Q&A provided some reassurance about future growth, but the lack of clarity on core business deceleration tempers optimism. The neutral sentiment reflects these balanced positive and negative factors.
e.l.f. Beauty, Inc. (ELF) Q1 2026 Earnings Call Transcript
Positive8-6
The earnings call reveals strong financial performance, market share gains, and expansion plans. The acquisition of Rhode is expected to be accretive, with significant growth potential. Despite uncertainties around tariffs, the company's strategic initiatives, including price increases, supply chain diversification, and international expansion, are positive. The management's cautious optimism and focus on innovation, along with the robust digital sales growth, suggest a positive stock price reaction over the next two weeks.
ELF Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
