E.l.f. Beauty (ELF) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 71.11%. A quarter ago, it was expected that this cosmetics company would post earnings of $0.83 per share when it actually produced earnings of $1.10, delivering a surprise of 32.53%.Over the last four quarters, the c ...

财务业绩 - 公司第二季度净销售额增长40%[2] - 公司国际市场净销售额增长91%[2] - 公司连续23个季度实现净销售额增长和市场份额增加[2] - 公司毛利率增加约40个基点至71%[3] - 公司调整后EBITDA为6930万美元,同比增长15%,占净销售额23%[6] - 公司上调2025财年净销售额增长预期至28-30%[11] - 公司上调2025财年调整后EBITDA预期至3.04-3.08亿美元[12] - 公司上调2025财年调整后每股收益预期至3.47-3.53美元[12] - 公司2024财年上半年净收入为66.575亿美元[26] - 公司2024财年上半年调整后EBITDA为146.763亿美元[27] - 公司2024财年第三季度调整后净收入为44.995亿美元[29] - 公司2024财年第三季度调整后每股收益为0.77美元[29] 成本管理 - 公司调整后销售、一般及管理费用增加6250万美元至1.603亿美元,占净销售额53%[4] - 公司2024财年第三季度销售、一般及管理费用为1.86亿美元[28] 市场表现 - 公司在美国市场份额增加195个基点[2] - 公司2024财年第三季度现金及现金等价物为9.68亿美元[25] - 公司2024财年第三季度总资产为12.37亿美元[25] - 公司2024财年第三季度总负债为5.09亿美元[25] - 公司2024财年第三季度总股东权益为7.28亿美元[25] - 公司2024财年第三季度经营活动产生的现金流入为1.25亿美元[26]

E.l.f. Beauty raised its full-year guidance on Wednesday after posting a 40% growth in sales. Shares of the company rose nearly 20% in after-hours trading.The cosmetics retailer's earnings came in well ahead of expectations on the top and bottom lines and it now expects sales to be between $1.32 billion and $1.34 billion during fiscal 2025, ahead of the $1.30 billion analysts had expected, according to LSEG. Here's how E.l.f. did in its second fiscal quarter compared with what Wall Street was anticipating, ...

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文章核心观点 - e.l.f. Beauty是一家快速增长的化妆品公司,通过针对年轻消费者的低价产品、线上销售和社交媒体营销等方式,在过去20年中发展成为全球最快增长的化妆品公司之一[1] - 公司近三年业绩表现出色,收入复合年增长率达48%,毛利率从65%提升至71%,调整后EBITDA复合年增长率达57%,净利润复合年增长率达174%[3][4] - 公司业绩增长主要得益于强劲的有机增长、高效的营销策略以及在大型连锁超市的良好销售表现,同时通过收购Naturium品牌拓展了目标客群[4] - 相比之下,行业巨头L'Oreal和Estée Lauder近年来增长乏力,主要受制于中国市场的疲软[5][6] - 未来三年,公司预计收入和调整后EBITDA将分别增长25%-27%和27%-28%,增速有所放缓,但仍保持健康水平[8] - 分析师预计未来三年公司收入、调整后EBITDA和每股收益将分别以21%、23%和40%的复合年增长率增长,股价有望进一步上涨[10] 公司概况 - e.l.f. Beauty是一家快速增长的化妆品公司,成立于20年前,8年前上市[1] - 公司主要针对年轻消费者推出低价产品,并通过线上销售和社交媒体营销等方式获得快速发展[1] - 公司产品主要在美国销售,国际业务占比16%,主要覆盖加拿大、英国、荷兰和意大利等市场[6][7] - 公司在中国生产产品,以控制成本和保持较高的毛利率[6] 业绩表现 - 2021-2024财年,公司收入复合年增长率达48%,毛利率从65%提升至71%,调整后EBITDA复合年增长率达57%,净利润复合年增长率达174%[3][4] - 公司业绩增长主要得益于强劲的有机增长、高效的营销策略以及在大型连锁超市的良好销售表现[4] - 同期,公司国际业务收入复合年增长率达66%,国内业务收入复合年增长率达45%,未来将继续拓展海外市场[7] 行业对比 - 相比之下,行业巨头L'Oreal和Estée Lauder近年来增长乏力,主要受制于中国市场的疲软[5][6] - 而e.l.f. Beauty不依赖中国市场,反而通过在中国生产产品来控制成本和保持较高的毛利率[6] 未来展望 - 2025财年,公司预计收入和调整后EBITDA将分别增长25%-27%和27%-28%,增速有所放缓,但仍保持健康水平[8] - 分析师预计未来三年公司收入、调整后EBITDA和每股收益将分别以21%、23%和40%的复合年增长率增长,股价有望进一步上涨[10] - 公司未来或将成为并购目标,被行业巨头L'Oreal或Estée Lauder收购[9]

文章核心观点 - e.l.f. Beauty是一家快速增长的化妆品公司,正在成为大众品牌中的佼佼者 [1][3] - 公司通过社交媒体营销和差异化的品牌定位,吸引了忠实的客户群 [4] - 公司正在积极拓展护肤品业务,并在国际市场取得快速增长 [8] 公司业绩表现 - 第一财季销售额同比增长50%,但增速有所放缓 [5] - 利润受到数字营销投入和新品牌整合的影响而有所下滑 [6] - 但公司在各个细分市场都在持续增加市场份额 [7][8] 投资价值分析 - 公司股价本年下跌24%,但估值水平已较合理,是一个不错的买入时机 [9] - 管理层预计全年业绩将有所改善,长期增长前景仍然看好 [10]

文章核心观点 - 预计e.l.f. Beauty公司在2024年第三季度的收益同比下降,但收入同比增长 [1] - 公司实际业绩如何与预期相比将是影响股价短期走势的关键因素 [2] - 公司在财报发布后的业务讨论将决定股价的可持续性和未来收益预期 [2] 公司业绩分析 - 预计公司将在2024年第三季度报告中公布每股收益0.44美元,同比下降46.3% [3] - 预计公司收入将达到2.91亿美元,同比增长35% [3] - 分析师对公司业绩预期在过去30天内下调了1.3% [4] - 公司最新预测数据优于市场共识预期,Earnings ESP为+17.74% [10] - 公司过去4个季度均实现了业绩超预期 [11][12] 投资建议 - 业绩超预期不等于股价一定上涨,还需关注其他因素 [13] - 但预期业绩超预期的公司更有投资机会 [14] - 投资者需密切关注公司即将发布的财报 [15]

The brand is gaining market share in cosmetics, but a weak sales environment creates uncertainty heading into the next earnings report.Cosmetics retailer e.l.f. Beauty (ELF -0.29%) has been one of the fastest-growing consumer brands in recent years. The stock has tripled over the past three years following the company's rapid expansion in a growing cosmetics market. But 2024 has been challenging for many retailers, as stubbornly high inflation and other macroeconomic headwinds hurt consumer spending.Investo ...

Is e.l.f. Beauty stock too cheap to pass up right now?Buying a top growth stock on weakness can result in fantastic gains for long-term investors. The key is to understand why a stock may be struggling. If it's due to market or industry-related factors, and the underlying business remains in solid shape, it can be an optimal time to invest in a struggling stock.One growth stock that's been under pressure in recent months is e.l.f. Beauty (ELF 1.54%). Although the company has been posting strong results, it' ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last covered e.l.f. Beauty (NYSE: ELF ) on September 1, where I reiterated my “buy” rating based on belief that the company’s robust product innovation, compelling price points, and engaging marketing engine should enable it to gain market share inAmrita runs a boutique family office fund in beautiful Vancouver, where she lead ...