e.l.f. Beauty, Inc. (ELF) , a leading player in the cosmetics and skincare market, has experienced a sharp 39.2% drop in its stock price over the past three months compared with the industry's decline of 13.9%. This underperformance contrasts with the broader Zacks Consumer Staples sector's 4.7% growth and the S&P 500's 5.6% rise during the same period. ELF Price Performance vs. Industry, S&P 500 & Sector Image Source: Zacks Investment Research The company is dealing with challenges like intense competition ...

文章核心观点 - 当前市场环境下,一些优质公司的股票价格被打压,存在投资机会 [1] - 两家具有长期投资价值的公司是辉瑞制药和e.l.f. Beauty [1] 辉瑞制药 - 辉瑞制药是全球顶级医疗保健公司之一,拥有多个畅销药品和新兴疫苗 [2] - 公司通过收购癌症药物制造商Seagen,计划到2030年拥有8个以上的重磅肿瘤药品 [3] - 公司正积极控制成本,预计2024年将实现40亿美元的净成本节省 [4] - 公司近期收购的新药物如偏头痛治疗药Nurtec,有望在未来达到60亿美元的峰值销售额 [4][5] - 公司其他重磅产品包括血液稀释剂Eliquis、心肌淀粉样变性治疗药Vyndaqel系列以及肺炎疫苗Prevnar系列 [5] - 剔除新冠相关产品,公司最近一个季度的收入实现14%的有机增长 [5] - 公司股息收益率达5.8%,对于寻求稳定收益的投资者具有吸引力 [6] e.l.f. Beauty - e.l.f. Beauty是一家快速增长的化妆品零售商,近期股价下跌约25% [7] - 公司在财务表现方面表现出色,最近一个季度收入同比增长50% [10] - 公司在美国彩妆市场占有约12%的份额,在国际市场的渗透率仅为16%,未来仍有较大的增长空间 [8][9] - 公司通过与Target、沃尔玛、Ulta Beauty等零售商的合作,以及自有品牌和收购第三方品牌的方式实现了快速扩张 [9] - 公司还有望在护肤品市场实现进一步增长,目前仅占据约2%的市场份额 [9] - 投资者可能低估了公司未来3-5年的增长潜力,这可能为投资者带来机会 [10]

e.l.f. Beauty (ELF) ended the recent trading session at $105.41, demonstrating a +1.35% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.71%. Meanwhile, the Dow gained 1.03%, and the Nasdaq, a tech-heavy index, added 0.6%. The cosmetics company's shares have seen a decrease of 5.84% over the last month, not keeping up with the Consumer Staples sector's loss of 3.31% and the S&P 500's gain of 6.41%. The investment community will be closely monit ...

Release Date: August 08, 2024 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points e.l.f. Beauty Inc (ELF, Financial) reported a 50% increase in net sales for Q1 fiscal 2025, marking its 22nd consecutive quarter of sales growth and market share gains. The company achieved a significant gross margin improvement of approximately 80 basis points, reaching 71% in Q1. e.l.f. Beauty Inc (ELF) continues to outperform in the color cosmetics and skincar ...

The beauty brand is still reeling from a weak earnings report in August. The stock of e.l.f. Beauty (ELF -0.42%) fell 27.2% in September, according to data from S&P Global Market Intelligence. A fast-growing beauty brand taking market share from incumbents, e.l.f. Beauty rose to investor fame after accelerating revenue growth to nearly 100% in recent years. Now, it has revised its guidance downward for the upcoming fiscal year, leading investors to sour on the stock. Here's why shares of e.l.f. Beauty sank ...

文章核心观点 - e.l.f. Beauty (NYSE: ELF)的股价已经下跌50%,这似乎是合理的,因为之前的估值水平非常高 [1] - 作为一名消费者和投资者,分析师认为e.l.f. Beauty是一家优质公司,具有持续的收入增长和盈利能力 [1] - 分析师采用质量成长型投资策略,关注公司的基本面因素,如收入增长、盈利能力、资产负债表健康程度、自由现金流等 [1] 公司概况 - e.l.f. Beauty是一家化妆品公司,在纽约证券交易所上市 [1] - 公司股价从最高点下跌了50% [1] 公司财务表现 - 公司具有持续的收入增长和盈利能力 [1] - 公司拥有健康的资产负债表和良好的自由现金流 [1] 投资价值分析 - 分析师认为e.l.f. Beauty是一家优质公司,值得长期投资 [1] - 分析师采用质量成长型投资策略,关注公司的基本面因素 [1] - 分析师希望能获得约15%的未来5年投资收益率 [1]

e.l.f. Beauty (ELF) closed at $105.62 in the latest trading session, marking a -0.33% move from the prior day. This move lagged the S&P 500's daily gain of 0.01%. Meanwhile, the Dow experienced a rise of 0.09%, and the technology-dominated Nasdaq saw an increase of 0.08%. Prior to today's trading, shares of the cosmetics company had lost 24.43% over the past month. This has lagged the Consumer Staples sector's gain of 0.53% and the S&P 500's gain of 1.21% in that time. The investment community will be payin ...

The cosmetics company is growing revenue robustly, but it is coming at the expense of profit margins. E.l.f. Beauty (ELF -3.14%) is giving investors mixed feelings about its strategy, which seems to focus on growth at all costs. *Stock prices used were the afternoon prices of Sept. 28, 2024. The video was published on Sept. 30, 2024. ...

公司股价目标与股价下跌情况 - 华尔街分析师平均目标股价约为每股200美元较当前股价高出约80%但股价近几个月却下跌约50%华尔街认为此次回调过度[1][2] 公司股价下跌原因 - 2024财年净销售额增长77%但2025财年管理层预计增长更为温和约21%[4] - 2025财年第一季度净利润同比下降约10%部分由于营销投资[5] 分析师认为股价可能上涨的原因 - 超20%的增长率仍然可观且公司有很大机会达到甚至超过预期管理层在第一季度财报后提高了净销售额预期[7] - 盈利能力下降只是因为营销费用大幅增加且这可能是明智之举公司仍盈利[8] - 国际市场销售额仅占16%而其主要竞争对手海外业务占70%或更多这是一个机会[9] 关于股价目标的重要提醒 - 分析师并非股票未来走势的最终权威其目标股价只是基于多种因素的推测[11] - 分析师经常根据股票实际价格调整目标股价由于股价近几个月下跌目标股价可能会被调低[12]

e.l.f. Beauty (ELF) closed the latest trading day at $111.42, indicating a -0.37% change from the previous session's end. The stock's performance was behind the S&P 500's daily gain of 0.25%. Elsewhere, the Dow saw an upswing of 0.2%, while the tech-heavy Nasdaq appreciated by 0.56%. Coming into today, shares of the cosmetics company had lost 28.36% in the past month. In that same time, the Consumer Staples sector gained 1.17%, while the S&P 500 gained 1.65%. Analysts and investors alike will be keeping a c ...