EL

e.l.f. Beauty Inc.

ELF · e.l.f. Beauty Inc. · Consumer Discretionary

Up next day
6/12
50%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±11.6%
typical swing on earnings
Price when beating
-2.5%
avg over 11 beats
Biggest single move
-35.0%
'25.9 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Tends to slide in the week before earnings
Fell beforehand 8 of last 12 · avg -3.2%
Beating estimates doesn't always lift it
Up the next day 6 of 11 beats (55%)
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
-3.9%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 4After close
'26.9 expectedEst. EPS $0.58
Quarter ended 6/2026
Reported 2026-08-05
Next-day move
+6.9%
After 5 days +7.2%
vs Consensus$0.72$1.75+143.9% beat
EPS
$1.75
YoY +97%
Revenue
$0.5B
YoY +36%
Next-Q guidance
N/A
Price around earnings
vs market +7.0%p+45% run-up before

Earnings trend · last 12 quarters

EPS$1.75YoY +97%
'23.9'26.6
Revenue$0.5BYoY +36%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
4x33%
Good earnings ignored
good · down ↓
2x17%
← Weak earningsStrong earnings →

Mostly 'honest' — good earnings, price up · 4 of 12q (33%)

Community · ELF

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