Q4 2026 elf Beauty Inc Earnings Call Transcript
Key Points
- e.l.f. Beauty Inc (ELF) achieved its seventh consecutive year of industry-leading results, with a 25% increase in net sales and a 13% rise in adjusted EBITDA for fiscal '26.
- The company marked its 29th consecutive quarter of net sales growth, being one of only six public consumer companies to achieve such a feat.
- e.l.f. Beauty Inc (ELF) has a strong portfolio, with four brands surpassing $200 million in retail sales, driven by a combination of value proposition, innovation, and disruptive marketing.
- The acquisition of rhode and Naturium has diversified the business, with non-e.l.f. brand sales increasing from 0% to 30% of global consumption.
- International net sales grew 38% in fiscal '26, with successful launches in eight international retail customers across 14 countries.
- e.l.f. brand's global consumption has moderated from high-single digits in fiscal '26 to low-single digits in the last 12 weeks.
- Spring 2026 innovation was off to a slower start than expected, not delivering the lift across core items as historically seen.
- The company faced a significant tariff pressure, with an average tariff rate of approximately 55% in fiscal '26.
- Q4 adjusted EBITDA decreased to $59 million from $81 million in the previous year, primarily due to higher marketing and digital spend.
- The fiscal '27 outlook anticipates a high-single-digit organic sales decline in Q1, attributed to a busy shipping period in the prior year.
Thank you for joining us today to discuss e.l.f. Beauty's fourth-quarter and full-year fiscal '26 results.
I'm KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer; and Mandy Fields, Senior Vice President and Chief Financial Officer.
We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our website at investor.elfbeauty.com.
Since many of our remarks today contain forward-looking statements, please refer to our earnings release and reports filed with the SEC, where you'll find factors that could cause actual results to differ materially from these forward-looking statements.
In addition, the company's presentation today includes information presented on a non-GAAP basis. Our earnings release contains reconciliations of the differences between the non-GAAP presentation and the most directly comparable GAAP measure.
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