Is ELF's Pricing Strategy Offsetting Tariff-Driven Costs Through 2026? [Yahoo! Finance]
e.l.f. Beauty, Inc. (ELF)
Last e.l.f. beauty, inc. earnings: 2/5 04:05 pm
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Source: Yahoo! Finance
2026, allowing the company to protect margins while sustaining consumer demand in a value-conscious beauty environment. In the second quarter of fiscal 2026, e.l.f. Beauty delivered 14% year-over-year net sales growth despite significant tariff headwinds, highlighting the resilience of its pricing architecture within a low-growth mass beauty category. A central element of this approach is e.l.f. Beauty's portfolio-wide $1 price increase implemented on Aug. 1, 2025, which was designed to partially offset higher tariffs tied to China-based production. Even after the increase, approximately 75% of the portfolio remains priced at $10 or below, with an average unit retail of about $7.50 — well below legacy mass brands and prestige competitors. Consumption trends remained strong, with the core e.l.f. brand growing roughly 7% in the second quarter, indicating limited demand elasticity following the price action. From a profitability standpoint, tariffs weighed on the second-quarter gross
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News
- How AI is redefining finance leadership: ‘There has never been a more exciting time to be a CFO' [Fortune]Fortune
- e.l.f. Beauty (NYSE:ELF) had its "neutral" rating reaffirmed by analysts at Piper Sandler.MarketBeat
- e.l.f. Beauty (NYSE:ELF) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=ELF&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> MarketBeat
- e.l.f. Cosmetics Extends Partnership with The Wonder Women of Wrestling Foundation [Yahoo! Finance]Yahoo! Finance
- e.l.f. Cosmetics Extends Partnership with The Wonder Women of Wrestling FoundationBusiness Wire
ELF
Earnings
- 11/5/25 - Beat
ELF
Sec Filings
- 12/8/25 - Form 4
- 12/8/25 - Form 4
- 11/26/25 - Form 4
- ELF's page on the SEC website