e.l.f. Beauty 2026 Q2 Earnings Sharp Net Income Drop Amid Tariff Pressures

e.l.f. Beauty reported fiscal 2026 Q2 results on Nov 10, 2025, . The company issued a subdued full-year 2026 outlook, citing margin pressures from elevated tariffs, despite launching the Rhode brand at Sephora.

Revenue

The total revenue of e.l.f. Beauty increased by 14.2% to $343.94 million in 2026 Q2, up from $301.07 million in 2025 Q2.

Earnings/Net Income

e.l.f. . Meanwhile, , . The Company has sustained profitability for 12 years over the corresponding fiscal quarter, reflecting stable business performance. The sharp EPS decline indicates significant earnings pressure.

Price Action

The stock price of e.l.f. Beauty has climbed 5.20% during the latest trading day, , and has plummeted 44.92% month-to-date.

Post-Earnings Price Action Review

The stock’s post-earnings performance reflects investor caution amid the company’s guidance for margin compression and elevated tariff costs. While the share price rose slightly intraday, the week and month-to-date declines highlight broader market skepticism. The earnings miss for EPS and the subdued outlook contributed to a volatile trading environment, with traders reacting to both the revenue growth and the deteriorating profit margins.

CEO Commentary

In the earnings call, CEO emphasized the company’s 12-year profitability streak, attributing the revenue growth to strong demand for the Rhode brand at Sephora. He acknowledged the “immediate headwinds” from rising tariffs but expressed confidence in long-term margin recovery through operational efficiencies. Griesang reiterated strategic priorities: expanding digital engagement, accelerating Rhode’s market penetration, and optimizing supply chain costs. The leadership tone balanced pragmatism about short-term challenges with optimism for sustained revenue momentum.

Guidance

e.l.f. Beauty provided full-year 2026 guidance projecting net sales growth of 18% to 20% year-over-year, despite higher tariffs. The company anticipates margin pressures to persist in the near term but expects to mitigate these through pricing strategies and cost discipline.

Additional News

On Nov 10, 2025, . Beauty, . Separately, the company highlighted the Rhode brand’s Sephora North America launch as a key growth driver, though analysts remain cautious about tariff-driven margin pressures.