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e.l.f. Beauty
e.l.f. Beauty (ELF) investor relations material
e.l.f. Beauty Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Feb, 2026
Executive summary
Net sales grew 38% year-over-year in Q3 FY26 to $489.5 million, marking the 28th consecutive quarter of growth, with strong gains in both retailer and e-commerce channels and significant contribution from the Rhode acquisition.
Adjusted EBITDA increased 79% year-over-year to $123 million, driven by strong brand performance and acquisitions.
The company gained 130 basis points of market share, the largest among over 700 tracked cosmetics brands, and achieved record-breaking launches, including Rhode in Sephora UK.
Four brands in the portfolio now exceed $200 million in annual retail sales, out of only 14 such brands tracked by Nielsen.
The $897.5 million Rhode acquisition was completed, funded by cash, equity, and a $600 million term loan.
Financial highlights
Q3 net sales rose 38% year-over-year to $489.5 million, with Rhode contributing $128 million, or 36 percentage points, to growth.
Organic Q3 net sales (excluding Rhode) increased 2% year-over-year, impacted by softer trends in the UK and Germany.
U.S. net sales grew 36% and international net sales grew 44% year-over-year in Q3.
Q3 gross margin was 71%, down 30 basis points year-over-year but up 200 basis points sequentially.
Adjusted net income was $74 million ($1.24 per diluted share), compared to $43 million ($0.74 per share) a year ago.
Ended Q3 with $197 million in cash and $849.2 million in total debt, up from $74 million in cash a year ago.
Outlook and guidance
Full-year net sales growth expected at 22%-23% year-over-year, up from prior guidance of 18%-20%.
Rhode is projected to contribute $260-$265 million in net sales for fiscal 2026.
Adjusted EBITDA for the full year is now expected at $323-$326 million, up from $302-$306 million.
Adjusted EBITDA margin for the year is projected at approximately 20%.
Organic net sales (excluding Rhode) expected to grow about 2% for the year.
Impact of tariffs on gross margin outlook?
Detail the purpose of the increased long-term debt
Assess marketing spend effectiveness for Q3
Reconcile organic sales vs. consumption trends
Rhode's global rollout: discipline vs. speed
H2 EBITDA margin drivers and investment returns
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Next e.l.f. Beauty earnings date
Consumer Analyst Group of New York Conference (CAGNY) 202619 Feb, 2026
e.l.f. Beauty
Next e.l.f. Beauty earnings date
Consumer Analyst Group of New York Conference (CAGNY) 202619 Feb, 2026
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Frequently asked questions
e.l.f. Beauty, Inc. is a leading global specialty retailer of beauty products including color cosmetics, facial and eye care, baby and kids' products, fragrance, and skincare. e.l.f. Beauty, Inc. carries a line of 350+ of beauty must-haves that enable women to create their own style at an affordable price.
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