e.l.f. Beauty reported its fiscal first-quarter 2026 results on August 6, 2025, with net income falling 30% to $33.3 million, or 58 cents per share, compared to $47.6 million, or 81 cents per share, a year ago. Adjusted earnings per share were 89 cents.
Sales for the quarter rose 9% to $354 million, up from $324 million in the prior year. However, the company declined to provide full-year fiscal 2026 revenue guidance, citing the 'wide range of potential outcomes' related to new tariffs on Chinese imports.
The company expects sales growth to be above 9% in the first half of fiscal 2026, with adjusted EBITDA margins projected at 20%, down from 23% in the first half of the previous fiscal year. To counter tariff-related costs, e.l.f. implemented a $1 price increase across its brands starting August 1, 2025.
e.l.f. Beauty continues to source approximately 75% of its products from China, making it vulnerable to ongoing trade policy changes. The company is optimizing its supply chain and diversifying its business to mitigate these headwinds, while also expanding its global footprint with Sephora in the Middle East and Dollar General in the U.S.
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