ELF Beauty Shifts Growth Toward Skincare and International Markets

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

e.l.f. Beauty is moving into a new phase as skincare and international distribution become larger parts of its growth profile. Skincare has grown from roughly 9% of global consumption three years ago to about 23%, supported by brands Rhode, Naturium and e.l.f. SKIN. e.l.f. SKIN generated about $200 million in fiscal 2026 global retail sales, while Naturium delivered nearly $250 million, roughly double its pre-acquisition level. International net sales grew 38% in fiscal 2026, but markets outside the United States still represented only about 21% of total company sales, leaving room to scale abroad. Rhode generated more than $500 million in annualized fiscal 2026 retail sales and about $390 million in net sales, yet remains in less than 20% of Sephora's global store base. The company's fiscal 2027 sales guidance of $1.84 billion to $1.90 billion implies 12% to 14% year-over-year growth, though softer core demand, tariff uncertainty and heavy marketing spending keep earnings visibility limited.

Impact on stocks 3

Consumer Staples± Mixed · 2 stocks
ELF Beauty Inc
ELF
▲ PositiveDemandrelevance

Skincare and international sales are growing strongly, with e.l.f. SKIN and Naturium delivering high retail sales.

Estee Lauder Companies Inc
EL
▼ NegativeDemandrelevance

e.l.f. Beauty's skincare growth and international expansion may pressure Estee Lauder's market share in those segments.

Consumer Discretionary▲ · 1 stocks

Off-coverage companies 1

SephoraPrivate▲ Positive
Demandrelevance

Rhode's strong sales and low Sephora penetration suggest potential for further distribution gains at Sephora.

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