Piper Sandler Maintains Neutral on e.l.f. Beauty (ELF) After Adjusted February Data

We precocious compiled a database of the 12 Top Performing Consumer Staples Stocks successful February. e.l.f. Beauty, Inc. (NYSE:ELF) is 1 of the champion performing user staple stocks on this list.

TheFly reported connected March 9 that Piper Sandler updated its anterior probe enactment connected ELF aft learning from SPINS that caller adjustments successful marque tagging caused February’s reported figures to beryllium little than the existent trend. The steadfast highlighted that, done February 22, depletion of Elf products roseate 6%, somewhat little than January’s gait by 2 points. Year-to-date Q4 show is up astir 7%, astir matching Q3 results. Meanwhile, the U.S. wide cosmetics marketplace remained unchangeable successful February, posting humble single-digit growth, with Q4 year-to-date showing a flimsy acceleration compared to Q3. Piper Sandler continues to support a Neutral stance connected the company’s shares.

e.l.f. Beauty, Inc. (NYSE:ELF) released its fiscal results for the 3rd 4th of fiscal 2026 connected February 4, 2026, covering the 3 and 9 months ended December 31, 2025. During this period, the institution recorded 130 ground points of marketplace stock gains for its e.l.f. Cosmetics marque and achieved a grounds motorboat of the Rhode enactment successful Sephora U.K., marking continued category-leading maturation implicit the past 28 quarters. Net income for the 3 months roseate 38% to $489.5 million, which was supported by enlargement successful some retailer and e-commerce channels domestically and internationally.

The concern besides reported that its gross borderline declined by astir 30 ground points to 71% owed to higher tariff costs, partially offset by pricing and premix improvements. SG&A expenses accrued $61.7 cardinal to $280.0 million, with adjusted SG&A rising $56.3 cardinal to $249.2 million.

Additionally, arsenic of December 31, 2025, ELF has $196.8 cardinal successful currency and currency equivalents and $816.7 cardinal successful semipermanent debt. In its amended fiscal 2026 outlook, the institution predicted nett income maturation of 22–23% annually, which was higher than the erstwhile estimation of 18–20%.

e.l.f. Beauty, Inc. (NYSE:ELF) is simply a U.S.-based cosmetics marque offering affordable, cruelty-free constitution and skincare products. It sells chiefly online and done retail partners, targeting value-conscious consumers with trendy, accessible quality solutions.

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