e.l.f. Beauty, Inc. reported a 61% year-over-year increase in international net sales for the first quarter of fiscal 2027, outpacing the 29% growth in the United States, with international penetration now representing 21% of total net sales, up from about 10% five years ago. The growth is driven by broader retail distribution, deeper market penetration, and new brand launches, including strong performance in the UK and Germany, where the e.l.f. brand saw improved trends after launching at DM and resuming marketing efforts. Naturium, which launched with Sephora in Australia and New Zealand, has become the No. 1 body brand at Sephora in those markets and will enter Sephora in Canada and Mexico this fall. rhode has achieved record-setting launches with Sephora in North America and the UK and with Mecca in Australia and New Zealand, reaching the No. 1 beauty-brand ranking at both retailers. e.l.f. Beauty is also expanding into Brazil through Sephora this fall, building on its No. 1 cosmetics-brand ranking with Sephora in Mexico. Shares of e.l.f. Beauty have gained 87.3% over the past three months, outperforming the industry and the S&P 500, which rose 27.1% and 3.5%, respectively. The stock trades at a forward P/E of 28.17, above the industry average of 23.73 and the sector average of 17.02.
ELF Beauty IncInternational net sales jumped 61% on broader retail distribution, deeper penetration, and new brand launches (Naturium, rhode, Brazil expansion).
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