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BamBamInvest
@BamBamInvest
1Sem.·

Eleven Beauty Q4 result highlights

$ELF (-1,53 %)

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  • Turnover: USD 332.65 million (estimated USD 327.5 million) ✅
  • Gross margin: 71%
  • Adjusted EBITDA: USD 81.4 million (estimated USD 74.5 million) ✅



Strategic update:


Elf Beauty announces definitive agreement to acquire Rhode in a deal valued at USD 1 billion


$ELF (-1,53 %) Beauty has signed a definitive agreement to acquire Rhode, a fast-growing, multi-category lifestyle beauty brand founded by Hailey Bieber and known for its collection of high-performance, skin-focused products. This strong alliance between $ELF (-1,53 %) Beauty and Rhode builds on both brands' shared focus on disruptive innovation and product innovation and lays the foundation for transformative global expansion

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33 Commentaires
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Tenbagger2024@Tenbagger2024
1Sem.
Thank you my dear 😘
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 no Outlook does not taste good, but I find the takeover interesting, is more of a premium brand and the wife of Justin Bieber . Let's see what the earnings call says .
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 let's see what synergies arise here, which is certainly also very present on tik tok and co
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Tenbagger2024@Tenbagger2024
1Sem.
@BamBamInvest
Let's see how the price increases affect sales
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 from the Earnings Call strong international growth 2025 , expansion to Poland also at Rossmann , the new product launch is very successful , bestseller and trending.
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Tenbagger2024@Tenbagger2024
1Sem.
@BamBamInvest
And for all this good news, the share is still reasonably valued.
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 sounds really good , rhode (Hailey Bieber ) 212 M sales in just 3 years and Sephora wanted to buy it. As I understand it, they wanted to join Sephora with Rhode. And in April they should have gained 2% market share . Sounds pretty good .
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 in Q2 Rhodes should also be included in the $ELF report and when there is more clarity about the tariffs, they will let us know about Outlook for both companies ✌️
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 Q&A just now and from what I understand they are also looking to launch Rhodes at sephora across US , Canada and UK this year sounds very good 👍
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BamBamInvest@BamBamInvest
1Sem.
@Tenbagger2024 want to strengthen their relationship with Sephora by selling Rhodes there as a premium brand, maybe $ELF will join Sephora at some point, would be awesome. It all sounds very good
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Tenbagger2024@Tenbagger2024
1Sem.
@BamBamInvest
The aim was to beat Loreal from the outset anyway and continue to fight its way to the top.
The expansion continues.
And we as investors can only benefit from this
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~ S.@Semos25
1Sem.
So I am now invested again. (first tranche) Not my dream price but at least below 80 euros. @BamBamInvest Please don't laugh at me 🫣
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BamBamInvest@BamBamInvest
1Sem.
@Semos25 I would never do that, welcome back 😁
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Tenbagger2024@Tenbagger2024
1Sem.
@Semos25
Welcome to the club.
I'm very pleased, now we can exchange ideas again.
When is @Memo0606 back?
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~ S.@Semos25
1Sem.
@Tenbagger2024 I no longer listen to this guy, the link you sent me. He's been wrong twice now 🤦‍♀️
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Tenbagger2024@Tenbagger2024
1Sem.
@Semos25
My dear, you still have us @BamBamInvest.
And thank goodness you got into Elf in the first place.
And this guy said buying before the numbers is a risk. And he's not wrong.
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~ S.@Semos25
1Sem.
@Tenbagger2024 I didn't buy before the figures. I bought when it went down. That's why it was important to me how it turned out, but I liked the figures very much and corrected them at the same time. What more could you want 😁
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Tenbagger2024@Tenbagger2024
1Sem.
@Semos25
You did everything right.
We also like to help each other in the community.
And I'm also happy about the successes of others
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~ S.@Semos25
1Sem.
You always have to shake someone awake 🤭
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Tenbagger2024@Tenbagger2024
5J
@Semos25
Hello my dear,
How was May for you?
Are you satisfied
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~ S.@Semos25
5J
@Tenbagger2024 Yes, May was definitely better than April. Let's see how June will be. Are you satisfied?
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Tenbagger2024@Tenbagger2024
5J
@Semos25
Yes, I'm satisfied, Elf Beauty and Defi Technology have given me another boost
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Voir toutes les 7 autres réponses
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Tenbagger2024@Tenbagger2024
1Sem.
@Semos25 @BamBamInvest
Now it's time to test the Rhode products.
Or have you already had experience with them and what is your impression of the products?
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~ S.@Semos25
1Sem.
@Tenbagger2024 I've never heard of this brand before. I just hope they haven't scored an own goal. 🥹
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BamBamInvest@BamBamInvest
1Sem.
@Semos25 They can only be ordered directly and are not yet available in retail stores. Nevertheless, they have managed to generate over 200 million sales/year in just 3 years with 10 products and they are only available in the US. ✌️
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Tenbagger2024@Tenbagger2024
1Sem.
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