Cosmetics company e.l.f. Beauty (NYSE: ELF) will be reporting results this Wednesday afternoon. Here’s what to look for.
e.l.f. Beauty beat analysts’ revenue expectations last quarter, reporting revenues of $489.5 million, up 37.8% year on year. It was a stunning quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
Is e.l.f. Beauty a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting e.l.f. Beauty’s revenue to grow 27.7% year on year, improving from the 3.6% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. e.l.f. Beauty rarely misses Wall Street’s revenue estimates.
Looking at e.l.f. Beauty’s peers in the personal care segment, some have already reported their Q1 results, giving us a hint as to what we can expect. USANA posted flat year-on-year revenue, beating analysts’ expectations by 3.8%, and Estée Lauder reported revenues up 4.6%, in line with consensus estimates. USANA traded up 3.9% following the results while Estée Lauder was also up 6%.
Read our full analysis of USANA’s results here and Estée Lauder’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the personal care stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.3% on average over the last month. e.l.f. Beauty is down 18.9% during the same time and is heading into earnings with an average analyst price target of $88.33 (compared to the current share price of $55.33).
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