News Brief: E.l.f. Beauty Earnings Report
Summary
E.l.f. Beauty reported mixed Q2 fiscal results, missing revenue estimates but beating on earnings. The company reinstated its full-year guidance, which fell significantly below analyst expectations, causing its stock to plunge. The recently acquired Rhode brand is a key growth driver, but profitability is being pressured by new tariffs.
Key Points
- Q2 Performance: Adjusted EPS of 68 cents beat estimates (57 cents expected). Revenue of $344 million missed estimates ($366 million expected).
- Full-Year Guidance: Revenue forecast of $1.55B-$1.57B and adjusted EPS of $2.80-$2.85 are both far below analyst expectations.
- Rhode Acquisition Impact: The Hailey Bieber line is expected to add $200 million in sales this fiscal year and is a primary growth driver for the company.
- Profitability Pressure: Net income fell 84% year-over-year, partly due to new tariffs on goods from China. Gross margin declined.
- CEO Commentary: Tarang Amin stated Q2 saw the peak tariff impact and margins are expected to improve. The Sephora launch for Rhode was highly successful.
新闻简报：E.l.f. Beauty 收益报告
总结
E.l.f. Beauty 报告了喜忧参半的第二财季业绩，收入未达预期但盈利超出预期。该公司重新发布了全年业绩指引，但该指引远低于分析师预期，导致其股价暴跌。最近收购的Rhode品牌是关键的增长动力，但盈利能力正受到新关税的压力。
关键点
- 第二季度表现：调整后每股收益为68美分，超出预期（预期为57美分）。收入为3.44亿美元，未达预期（预期为3.66亿美元）。
- 全年指引：收入预期在15.5亿至15.7亿美元之间，调整后每股收益预期在2.80至2.85美元之间，均远低于分析师预期。
- 收购Rhode的影响：海莉·比伯的化妆品系列预计将在本财年增加2亿美元的销售额，是公司主要的增长动力。
- 盈利能力压力：净收入同比下降84%，部分原因是来自中国商品的新关税。毛利率下降。
- CEO评论：Tarang Amin 表示，第二季度承受了最大的关税冲击，预计利润率将逐步改善。Rhode在Sephora的推出非常成功。
Original Article Link: https://www.cnbc.com/2025/11/05/elf-beauty-elf-earnings-q2-2026.html