e.l.f. Beauty Inc (MIL:1ELF)
€ 63.74 (0%) Market Cap: 3.84 Bil Enterprise Value: 4.39 Bil PE Ratio: 168.68 PB Ratio: 3.88 GF Score: 60/100

elf Beauty Inc at Consumer Analyst Group of New York (CAGNY) Conference Transcript

Feb 19, 2026 / 09:00PM GMT
Release Date Price: €76.72 (+3.56%)
Olivia Tong
Raymond James - Analyst

Good afternoon, everyone. It's my pleasure to welcome elf Beauty back to CAGNY. They are a category disruptor in beauty, owning the number one brand by unit share in US.color cosmetics and three of the fastest-growing skin care brands.

The company has been busy since the last time they were on the CAGNY stage. They continue to drive share gains on the core elf brand, and they also acquired the Rhode brand last year, which has quickly catapulted to becoming the number one brand in Sephora North America and has seen record-breaking launches in the UK and Australia.

Elf has significant runway for growth ahead, both domestically and internationally across its portfolio of brands, and we look forward to hearing more about their growth initiatives in today's presentation. We always appreciate how they help us CAGNY members look like our best selves and hope you have a chance to stop by the breakfast elf is sponsoring tomorrow morning. Thank you for the breakfast.

Without further ado, I'd like to introduce Chairman and CEO, Tarang Amin; CFO, Mandy

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