I simply love $HIMS (-3,29 %)
$ELF (-1,95 %) and $SOFI (-1,98 %) . Thanks to you, I've had the best day so far since I started investing ❤️
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24$APP (+1,47 %) I have now taken out my stake here after almost quadrupling it.
Gives me a little $SMCI Vibes, valuation is now quite high. Nevertheless, I am convinced in the long term and will let the rest continue. The amount will probably go into $ELF (-1,95 %) (everyone is buying here right now xD).
A company full of opportunities🪜 What do you think?
Ask @Memo0606 for his opinion, he's been looking at the chart for days 🙈😂
ROSSMANN is not the only place where e.l.f. Beauty.
After a longer chart analysis with @Memo0606 the share is back in my portfolio.
https://unternehmen.rossmann.de/presse/pressemeldung/kosmetikmarke-elf-zieht-bei-rossmann-ein.html
$ELF (-1,95 %) - Beauty Q2 Earnings Highlights:
- Adj EPS: $0.77 (Est. $0.42)
- Revenue: $301.1M (Est. $289.3M) ; UP +40% YoY
- Net Income: $19.0M; DOWN -43% YoY
- Gross Margin: 71%, improved by +40 bps YoY
Raised FY25 Guidance:
- Revenue: $1.315B - $1.335B (Prior: $1.280B - $1.300B)
- Adjusted EBITDA: $304M - $308M (Prior: $297M - $301M)
- Adjusted EPS: $3.47 - $3.53 (Prior: $3.36 - $3.41)
- Adjusted Net Income: $205M - $208M (Prior:$198M - $201M)
Key Metrics:
- U.S. Market Share: Increased by +195 basis points
- International Sales Growth: UP +91% YoY
- Adjusted EBITDA: $69.3M; 23% of net sales, UP +15% YoY
- Cash & Cash Equivalents: $96.8M
- Long-term Debt: $156.6M
Business Highlights:
- 23rd consecutive quarter of net sales growth and market share gains
- Strong performance in both retail and e-commerce channels
- Growth across color cosmetics, skincare, and international markets
- Margin improvements from cost savings and favorable FX impacts
CEO Commentary:
- "Q2 marked another quarter of consistent, category-leading growth, with a 40% increase in net sales driven by significant market share gains in the U.S. and strong international expansion. This was our 23rd consecutive quarter of both net sales growth and market share gains." — Tarang Amin, CEO
$ELF (-1,95 %)
Beauty Q2 Earnings Highlights:
🔹 Adj EPS: $0.77 (Est. $0.42) 🟢
🔹 Revenue: $301.1M (Est. $289.3M) 🟢; UP +40% YoY
🔹 Net Income: $19.0M; DOWN -43% YoY
🔹 Gross Margin: 71%, improved by +40 bps YoY
Raised FY25 Guidance
🔹 Revenue: $1.315B - $1.335B (Prior: $1.280B - $1.300B) 🟢
🔹 Adjusted EBITDA: $304M - $308M (Prior: $297M - $301M) 🟢
🔹 Adjusted EPS: $3.47 - $3.53 (Prior: $3.36 - $3.41) 🟢
🔹 Adjusted Net Income: $205M - $208M (Prior:$198M - $201M)
Key Metrics
🔹 U.S. Market Share: Increased by +195 basis points
🔹 International Sales Growth: UP +91% YoY
🔹 Adjusted EBITDA: $69.3M; 23% of net sales, UP +15% YoY
🔹 Cash & Cash Equivalents: $96.8M
🔹 Long-term Debt: $156.6M
Business Highlights
🔸 23rd consecutive quarter of net sales growth and market share gains
🔸 Strong performance in both retail and e-commerce channels
🔸 Growth across color cosmetics, skincare, and international markets
🔸 Margin improvements from cost savings and favorable FX impacts
CEO Commentary
🔸 "Q2 marked another quarter of consistent, category-leading growth, with a 40% increase in net sales driven by significant market share gains in the U.S. and strong international expansion. This was our 23rd consecutive quarter of both net sales growth and market share gains." — Tarang Amin, CEO
Additional purchase before the figures, should it fall we will add to it
Could Elf Beauty be the laughing third party here $ELF (-1,95 %)
As part of its global strategy, Elf Beauty has decided to enter new markets and deliberately exclude China, according to Amin.03.11.2023.
Next week, the quarterly figures will show us.
Cosmetics manufacturers Estée Lauder and L'Oréal are stumbling
Weak demand in China is affecting manufacturers of skin creams and lipsticks. Shares in cosmetics companies have been a flop so far this year.
When it came to China, managers of cosmetics companies, like executives of watch and jewelry companies, went into raptures for years. Chinese consumers have been buying more and more luxury products, not only in their own country but also when traveling around the world. Rising wages and capital gains from shares and real estate gave them great confidence and made them reach for even the most expensive skin creams and lipsticks when it came to cosmetic products.
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