e.l.f. Beauty delivered a significant beat for the second quarter 2027, with net sales surging 51% year-over-year. Growth was broad-based across retail and e-commerce channels in both domestic and international markets, marking the company's 31st consecutive quarter of top-line expansion.
Key Highlights
- Net sales rose to $520.8 million, representing 51% growth and substantially exceeding the $470.6 million estimate.
- Adjusted diluted EPS reached $1.21, doubling year-over-year and handily beating the $0.61 analyst consensus.
- Gross margin expanded 160 basis points to 71%, benefiting from lower year-over-year tariffs and favorable product mix.
- The Rhode brand significantly outperformed expectations, leading to a $17.7 million fair value adjustment for contingent consideration as revenue hit earnout thresholds.