e.l.f. Beauty's Skin Care Portfolio Gains Scale With Three Brands

Earnings
โดย Zacks Investment Research·Read original
Summary · why it matters

e.l.f. Beauty is expanding its skin care presence through e.l.f. SKIN, Naturium, and rhode, with the category rising to 23% of global consumption in fiscal 2026 from 9% in fiscal 2023. e.l.f. SKIN generated approximately $200 million in global retail sales in fiscal 2026 and has moved from the No. 25 to the No. 11 mass skin care brand in the United States over five years, though it holds only about 2% of the mass skin care category. Naturium delivered nearly $250 million in global retail sales in fiscal 2026, roughly double its pre-acquisition level, and was the fastest-growing brand among the top 50 skin care brands in the fourth quarter. Rhode generated more than $500 million in global retail sales and approximately $390 million in net sales on a pro forma annualized basis in fiscal 2026, with net sales increasing more than 80% year over year. Shares of the Zacks Rank number three company have jumped 20.6% over the past three months, and the Zacks Consensus Estimate for current and next fiscal-year earnings per share implies year-over-year growth of 5.8% and 9.9%, respectively.

Impact on stocks 4

Consumer Staples± Mixed · 4 stocks
ELF Beauty Inc
ELF
▲ PositiveDemandrelevance

e.l.f. Beauty's skin care brands (e.l.f. SKIN, Naturium, rhode) show strong retail sales growth and market share gains, indicating robust end-customer demand.

Estee Lauder Companies Inc
EL
▼ NegativeCompetitionrelevance

e.l.f. Beauty's skin care brands (e.l.f. SKIN, Naturium, rhode) are gaining share and scale, directly competing with Estee Lauder's prestige skin care portfolio.

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