Latest news with #e.l.f. Beauty
Yahoo
2 days ago
- Business
- Yahoo
e.l.f. Beauty, Inc. (ELF)'s Selling In Dollar General Because 'It's The Last One,' Says Jim Cramer
We recently published . e.l.f. Beauty, Inc. (NYSE:ELF) is one of the stocks Jim Cramer recently discussed. e.l.f. Beauty, Inc. (NYSE:ELF) is a firm that can't seem to catch a break. After struggling in a tough cosmetics market in 2024, the firm has continued to struggle in 2025 as investors fret about its ability to weather the inflationary storm from tariffs. e.l.f. Beauty, Inc. (NYSE:ELF)'s affordable cosmetics depend on its Chinese supply chain, making the tariff concerns self-explanatory. Cramer remarked on the firm selling cosmetics in Dollar General: '[On why ELF was selling its products in Dollar General] Because it's the last one. The shorts are telling me, not that I listen to the shorts, but the shorts are saying, what's after Dollar General? Is there anything after?' Copyright: antonioguillem / 123RF Stock Photo Here are his previous thoughts about e.l.f. Beauty, Inc. (NYSE:ELF): 'What the heck just happened to e.l.f. Beauty? I mean, the last time we got results from this low-cost cosmetics and skincare brand and the stock got eviscerated today, down nearly 10%. You know, we've long championed this one. It's been a great growth stock over the last few years, largely because it offers its customers quality merchandise at incredibly affordable prices. Unfortunately, it can charge low prices because it makes most of its goods in China, which means most of e.l.f.'s products are about to become more expensive. So last night, even though e.l.f. delivered a nice top and bottom line beat, management declined to issue a full year forecast because they really have no idea how the tariff situation's… going to play out. However, the limited guidance they gave did suggest that their margins are going to take a real hit… Maybe that's why things got, well, just awry.' While we acknowledge the potential of ELF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
08-08-2025
- Business
- Yahoo
E.l.f. Beauty CEO: 'I am worried about the American consumer'
Investors were hoping for guidance after another solid quarter from e.l.f. Beauty (ELF), but ongoing tariff uncertainty kept that off the table. Tarang Amin, e.l.f. Beauty chairman and CEO, explains why the company can't offer full-year guidance yet and how it's navigating pricing, market share, and consumer sentiment amid ongoing trade negotiations. To watch more expert insights and analysis on the latest market action, check out more Market Domination. Related Videos CoreWeave rises ahead of earnings, Firefly sinks: Trending Tickers 2 reasons Waller is 'leading the pack' for Fed chair candidate Chime CEO Says User Growth 'Seasonal' We'll Be a Big Beneficiary of AI, Says Twilio CEO Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-08-2025
- Business
- Yahoo
Can e.l.f. Keep Margins Pretty Despite Tariffs?
E.l.f. Beauty (NYSE:ELF) reports fiscal Q1 2026 earnings after the bell on August 6. Analysts expect EPS of $0.84 on $352 million in revenue, which would mark high single-digit top-line growth as the company laps a 50% gain from Q1 last year. Despite being down 9% YTD, shares have rebounded more than 130% since April, reflecting optimism around the company's ability to mitigate the tariffs headwinds. Roughly 75% of e.l.f.'s products are sourced from China, and new U.S. tariffs implemented in mid-2025 are putting pressure on input its Q4 2025 call, management said it would raise prices by $1 across select items to offset the impact. Q1 results will offer the first glimpse at how that move is affecting volumes and whether consumers are absorbing the increase. Commentary on further mitigation, such as nearshoring, promotional shifts, or cost discipline, will be closely watched. Beyond tariffs, focus remains on viral growth and global execution. TikTok-driven awareness, new launches, and traction in markets like India and the UK will need to prove they can sustain both unit growth and profitability. With valuation still elevated, margin clarity and pricing elasticity will shape how investors digest Q1 results. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
05-08-2025
- Business
- Yahoo
Can e.l.f. Keep Margins Pretty Despite Tariffs?
E.l.f. Beauty (NYSE:ELF) reports fiscal Q1 2026 earnings after the bell on August 6. Analysts expect EPS of $0.84 on $352 million in revenue, which would mark high single-digit top-line growth as the company laps a 50% gain from Q1 last year. Despite being down 9% YTD, shares have rebounded more than 130% since April, reflecting optimism around the company's ability to mitigate the tariffs headwinds. Roughly 75% of e.l.f.'s products are sourced from China, and new U.S. tariffs implemented in mid-2025 are putting pressure on input its Q4 2025 call, management said it would raise prices by $1 across select items to offset the impact. Q1 results will offer the first glimpse at how that move is affecting volumes and whether consumers are absorbing the increase. Commentary on further mitigation, such as nearshoring, promotional shifts, or cost discipline, will be closely watched. Beyond tariffs, focus remains on viral growth and global execution. TikTok-driven awareness, new launches, and traction in markets like India and the UK will need to prove they can sustain both unit growth and profitability. With valuation still elevated, margin clarity and pricing elasticity will shape how investors digest Q1 results. This article first appeared on GuruFocus. Sign in to access your portfolio
