elf Beauty Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 03, 2025 / 04:00PM GMT

Release Date Price: €62.82 (-5.76%)

Transcript

Dara Mohsenian

Morgan Stanley - Analyst

All right. Good morning, everyone. Just before we begin, I have to note for important disclosures, please see the Morgan Stanley research website at www.morganstanley.com/researchdisclosures, and contact your Morgan Stanley representative with any questions.

I'm Dara Mohsenian, Morgan Stanley's household products and beverage analyst. We're very pleased to welcome back e.l.f.'s Chairman and CEO, Tarang Amin; and Senior VP and CFO, Mandy Fields. Thank you both for joining us today.

Mandy Fields

elf Beauty Inc - Senior Vice President, Chief Financial Officer

Thank you for having us.

Questions & Answers

Dara Mohsenian

Morgan Stanley - Analyst

So maybe we can start a bit short term just with the recent outlook for the back half of the fiscal year. There's a lot of different factors from a revenue standpoint that are driving the growth you expect fairly muted sort of

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