e.l.f. Beauty Posts 35% Q4 Revenue Growth, Guides $1.835–1.865B 2027 Sales
e.l.f. Beauty reported Q4 net sales of $449.3 million, a 35% year-over-year increase, and full-year revenue of $1.636 billion, up 25%, while adjusted EPS fell to $0.32 from $0.78 due to a $57.6 million non-cash charge. Total debt rose to $841.7 million post-Rhode acquisition and 2027 guidance targets sales of $1.835–1.865 billion.
1. Q4 and Full-Year Revenue Performance
e.l.f. Beauty achieved Q4 net sales of $449.3 million, up 35% year-over-year, and full-year revenue of $1.636 billion, a 25% increase marking its seventh consecutive year of net sales and market share growth.
2. Profitability and Balance Sheet
GAAP net loss in Q4 was $49.4 million after a $57.6 million non-cash fair value adjustment tied to the Rhode acquisition. Adjusted EPS declined to $0.32 from $0.78 and adjusted EBITDA fell 28% to $58.8 million. Total debt rose to $841.7 million, and the company repurchased nearly $50 million of stock with $400 million remaining capacity.
3. 2027 Guidance and Pricing Strategy
The company forecasts fiscal 2027 net sales of $1.835–1.865 billion, a 12%–14% increase, with adjusted EPS of $3.27–$3.32. A price cut on Halo Glow skin tint from $18 to $14 has driven a 38% sales lift on Amazon, underscoring a strategic shift toward affordability amid consumer spending pressures.