💄 e.l.f. Beauty Q4 2026 Earnings: another Beat! 🚀
e.l.f. Beauty yesterday (May 2026) presented its Q4 and full-year figures for fiscal year 2026. For the **29th quarter in a row**, the cosmetics brand managed to grow net sales. Both profits and sales exceeded Wall Street expectations.
Key Q4 figures in a row:
* Revenue:$449.3 million (Expected: $423.2 million) - up 35% YoY! 📈
*Earnings per share (EPS): $0.32 (Expected: $0.29) - a positive surprise of over 10%. *(Though lower than last year's $0.78 due to higher marketing costs and investments).
* Gross margin: Increased to 73%(+140 basis points YoY).
* Adjusted EBITDA: $59 million(was $81 million in Q4 last year).
🔥 Key Takeaways for Investors.
* International Explosion: International sales shot up by a whopping 75% YoY. Huge opportunities remain in the UK and Germany.
* Market share: In the U.S., e.l.f. now has 13% market share in "mass color cosmetics. At their oldest partner Target, it is already 21%, which shows how much room there still is at other retailers.
* Margin pressure:Profitability was slightly under pressure this quarter due to significantly higher marketing spend, digital investments and challenges around product innovation in the spring.
* Whole fiscal 2026:Total annual sales increased 25% to $1.76 billion. This makes it the *7th consecutive year of market-leading growth for the company.
🔮 Outlook.
e.l.f. remains optimistic, accelerating new product launches for fall 2026 to take full advantage of the holiday season. Despite potential pressure from tariffs and marketing costs, the organic growth engine continues to run hard.