NYSE$ELF
elf Beauty Inc · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Delivered 50% net sales growth, gained 260 basis points of market share, and raised fiscal 2025 outlook.
e.l.f. Beauty reported a strong start to fiscal year 2025, with a 50% increase in net sales and a 260 basis point gain in market share during Q1. The company's 22nd consecutive quarter of net sales growth and market share gains places it among high-growth consumer companies. The company is also raising its fiscal 2025 outlook.
- Net sales increased by 50% to $324.5 million, driven by strength in both retailer and e-commerce channels.
- Gross margin increased approximately 80 basis points to 71%, primarily due to favorable foreign exchange impacts, lower transportation costs, and price increases in international markets.
- Net income was $47.6 million, with diluted earnings per share at $0.81 on a GAAP basis.
- The company is raising its fiscal 2025 outlook and expects a 25-27% year-over-year increase in net sales.
Headline financials
Revenue & EPS history
e.l.f. · Revenue · Quarterly
$324M
Forward guidance
The company is providing an updated outlook for fiscal 2025, expecting a 25-27% year-over-year increase in net sales.
Tailwinds
- Net sales are expected to increase by 25-27% year-over-year.
- Net sales are projected to be $1,280-1,300 million.
- Adjusted EBITDA is expected to be $297-301 million.
- Adjusted effective tax rate is projected at 20-21%.
- Adjusted net income is expected to be $198-201 million.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
+1.0%
Avg return
Earnings day
+2.2%
Avg return
5 days after
+6.3%
Avg return
30 days after
59%
27 / 46 earnings
Positive
+23.7%
Q4 2025
Best reaction
-34.8%
Q2 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +2.6% | — | — | |
| Q3 2026 | -9.2% | -13.4% | -2.6% | |
| Q2 2026 | -34.8% | -33.8% | -30.9% | |
| Q1 2026 | -9.4% | +5.8% | +21.4% | |
| Q4 2025 | +23.7% | +26.8% | +39.6% | |
| Q3 2025 | -19.6% | -15.2% | -20.1% | |
| Q2 2025 | +8.3% | +25.2% | +30.3% | |
| Q1 2025 | -11.5% | -18.2% | -32.5% | |
| Q4 2024 | +16.2% | +20.4% | +29.5% | |
| Q3 2024 | -2.9% | +2.8% | +23.7% | |
| Q2 2024 | +5.8% | +9.8% | +32.2% | |
| Q1 2024 | +14.1% | +9.8% | +18.8% | |
| Q4 2023 | +22.5% | +19.1% | +27.6% | |
| Q3 2023 | +16.9% | +19.3% | +30.7% | |
| Q2 2023 | +10.0% | +14.7% | +26.5% | |
| Q1 2023 | +6.2% | +9.3% | +12.5% | |
| Q4 2022 | +17.0% | +23.4% | +34.6% | |
| Q3 2022 | -4.2% | -5.3% | -15.6% | |
| Q2 2022 | -8.2% | -5.9% | -8.4% | |
| Q1 2022 | +4.3% | +4.0% | +7.2% | |
| Q4 2021 | +0.1% | -1.8% | -1.8% | |
| Q3 2021 | +2.1% | +3.0% | +13.8% | |
| Q2 2021 | -6.5% | -0.2% | +7.6% | |
| Q1 2021 | +13.1% | +10.3% | +5.1% | |
| Q4 2020 | +18.6% | +17.3% | +28.0% | |
| Q3 2020 | +10.5% | +10.7% | -8.6% | |
| Q2 2020 | -0.5% | -3.3% | -12.1% | |
| Q1 2020 | +3.8% | -0.1% | +5.1% | |
| Q1 2019 | -6.3% | -3.9% | -2.7% | |
| Q4 2018 | -22.8% | -15.9% | +13.1% | |
| Q3 2018 | +21.7% | +19.7% | +7.0% | |
| Q2 2018 | -31.8% | -25.4% | -6.3% | |
| Q1 2018 | -4.6% | -4.0% | -4.3% | |
| Q4 2017 | -13.6% | -14.7% | -9.2% | |
| Q3 2017 | -8.3% | -4.9% | +5.8% | |
| Q2 2017 | -3.1% | -0.2% | -20.7% | |
| Q1 2016 | -7.0% | -9.7% | -5.9% | |
| Q1 2017 | -3.7% | -10.4% | -9.3% | |
| Q4 2014 | +0.8% | +0.8% | +6.2% | |
| Q2 2016 | +0.8% | +0.8% | +6.2% | |
| Q2 2015 | +0.8% | +0.8% | +6.2% | |
| Q1 2015 | +0.8% | +0.8% | +6.2% | |
| Q4 2016 | +9.6% | +4.8% | +4.6% | |
| Q3 2015 | +7.4% | +8.9% | +8.0% | |
| Q4 2015 | +7.4% | +8.9% | +8.0% | |
| Q3 2016 | +7.4% | +8.9% | +8.0% |
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