ELF earnings
Analysis, not adviceNext print
2026-11-04
cons 0.62 EPS / 0.47B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: rhode delivers a disclosed Q1 FY27 revenue contribution that puts it on visible trajectory toward the $500M FY28 run-rate threshold AND Sephora Europe rollout is confirmed on
Bull condition triggered: Gross margin holds at or above 70% despite tariff environment AND management articulates a specific supply-chain mitigation (pricing action, country-of-origin diversification
＋3 more criteria on the deskfree trial · no cardFrom the desk's pre-read
ELF Beauty (ELF) reports Q1 FY27 earnings on 2026-08-05; consensus per FMP is EPS $0.72 · Revenue $0.43B.
＋1 more — the full pre-read is on the deskfree trial · no cardThe desk's graded verdict
intactgraded 2026-08-06
PASSConsensus revenue and EPS clear
“Net sales increased 36% to $479.4 million... Adjusted diluted earnings per share were $1.75”
PASSGross margin floor defense
“Gross margin increased approximately 1,400 basis points to 83%, including approximately 1,050 basis points benefit from IEEPA tariff refunds”
Educational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.