Adjusted Net Income: $193M-$196M (Prev. $205M-$208M) ❌
Adjusted EPS: $3.27-$3.32 (Prev. $3.47-$3.53) ❌
Adjusted Effective Tax Rate: 19-20% (No Change) ❌
Other Key Metrics:
Gross Margin: 71% (Est. 71.15%) ; UP +40 bps YoY
SG&A Expenses: $218.2M (Est. $175.43M) ; UP +36.3% YoY
Adjusted SG&A: $192.9M (54% of net sales)
Net Income: $17.3M (Est. $44M)
Adjusted Net Income: $43M
Adjusted EPS: $0.74
Adjusted EBITDA: $68.7M (Est. $72.57M) ; UP +16% YoY
Kommentar des CEO und CFO:
CEO Tarang Amin: „Wir gewinnen weiterhin Marktanteile, mit einem Nettoumsatzwachstum von 31 % und einem Marktanteilsgewinn von 220 Basispunkten in den USA. Wir sehen erhebliche Neulandchancen in den Bereichen Digital, Farbkosmetik, Hautpflege und auf den internationalen Märkten.“
CFO Mandy Fields: „Angesichts der schwächer als erwarteten Trends im Januar verfolgen wir einen vorsichtigen Ansatz und senken unseren Ausblick für das Geschäftsjahr 2025.“
ELF Beauty's price drop and oversold RSI might appear attractive, but several concerns warrant caution. The missed revenue target raises questions about the company's performance and future prospects. The strongly negative volume flow suggests continued selling pressure. While the RSI is low, it's not a reliable indicator on its own; oversold conditions can persist. Furthermore, there's no clear sign of a trend reversal. Before considering a buy, investigate the reasons behind the missed revenue, assess the competitive landscape, and consider the overall market context. Don't be lured by a low price without thorough due diligence.
