elf Beauty - mit erschwinglichen veganen Produkten auf dem Weg zum internationalen Kosmetikriesen?

https://www.marketbeat.com/instant-alerts/filing-allspring-g…

Antwort auf Beitrag Nr.: 77.109.817 von Barney.Gumble am 07.02.25 15:14:51

Zitat von Barney.Gumble: Doppeltopf inkl. SKS-Formation. Sieht charttechnisch richtig sch... aus.
Einstieg bei 50$ +/- ... vorher nicht.

Top. Das war goldrichtig und hat gesessen.

ELF Beauty: EPS übertrifft Schätzungen um 0,05 $ - Umsatz besser als erwartet
https://de.investing.com/news/earnings/elf-beauty-eps-ubertr…


Hailey Bieber verkauft ihre Make-up-Marke Rhode für 1 Milliarde US-Dollar an Elf Beauty
https://de.marketscreener.com/kurs/aktie/ELF-BEAUTY-31370490…

Am 28.05. kommen die Zahlen lt. Ankündigung👍

Gab es Infos zu den Zahlen?

Antwort auf Beitrag Nr.: 77.131.949 von Nokery am 12.02.25 00:20:45hab eben mal in einer RossmannFiliale nach gefragt, wie die Produkte laufen. Bis zur Produktumstellung in dem Regal lief es gut, momentan noch schleppend.
Hauptkundschaft die Jugend.
Am Eingang zwei große elf Werbeständer

Knappe +20% bis jetzt seit dem Absturz. Lustige Werbung und Produkte auch in Deutschland überall bei Rossmann, Douglas, etc.

Oder ist es ein kluger Schachzug vom CEO den Ausblick bewusst konservativer zu geben um später evtl. Positiv überraschen zu können?

Ausblick nicht gut, daher runter

e.l.f. Beauty Announces Third Quarter Fiscal 2025 Results
Feb 06 2025

– Delivered 24th Consecutive Quarter of Net Sales Growth and Market Share Gains –

– Updates Fiscal 2025 Outlook –

OAKLAND, Calif.--(BUSINESS WIRE)-- e.l.f. Beauty (NYSE: ELF) today announced results for the three and nine months ended December 31, 2024.

“I’m proud of the e.l.f. Beauty team for delivering another quarter of consistent, category-leading growth. In Q3, we grew net sales 31% and gained 220 basis points of market share in the U.S.,” said Tarang Amin, e.l.f. Beauty’s Chairman and Chief Executive Officer. “We believe we are still in the early innings of unlocking the whitespace we see across digital, color cosmetics, skin care and international.”

Three Months Ended December 31, 2024 Results

For the three months ended December 31, 2024, compared to the three months ended December 31, 2023:

Net sales increased 31% to $355.3 million, primarily driven by strength in both our retailer and e-commerce channels, in the U.S. and internationally.
Gross margin increased approximately 40 basis points to 71%, primarily driven by favorable foreign exchange impacts on goods purchased from China, cost savings and inventory adjustments, partially offset by mix and higher transportation costs.
Selling, general and administrative (“SG&A”) expenses increased $58.1 million to $218.2 million, or 61% of net sales. Adjusted SG&A (SG&A excluding the items identified in the reconciliation table below) increased $45.5 million to $192.9 million, or 54% of net sales. The increase in SG&A dollars was primarily due to an increase in marketing and digital spend, compensation and benefits, operations costs, general administrative expense, retail fixturing and visual merchandising costs, and depreciation and amortization.
Other expense, net increased 306% to $5.3 million, primarily driven by an increase in foreign currency exchange loss attributable to foreign currency rate fluctuation between the British pound and US dollar.
Net income was $17.3 million on a GAAP basis. Adjusted net income (net income excluding the items identified in the reconciliation table below) was $43.0 million.
Diluted earnings per share were $0.30 on a GAAP basis. Adjusted diluted earnings per share (diluted earnings per share calculated with adjusted net income excluding the items identified in the reconciliation table below) were $0.74.
Adjusted EBITDA (EBITDA excluding the items identified in the reconciliation table below) was $68.7 million, or 19% of net sales, up 16% year over year.
Nine Months Ended December 31, 2024 Results

For the nine months ended December 31, 2024, compared to the nine months ended December 31, 2023:

Net sales increased 40% to $980.9 million, primarily driven by strength in both retailer and e-commerce channels, in the U.S. and internationally.
Gross margin increased approximately 50 basis points to 71%, primarily driven by cost savings and favorable foreign exchange impacts on goods purchased from China, partially offset by inventory adjustments and mix.
SG&A increased $220.7 million to $584.9 million, or 60% of net sales. Adjusted SG&A increased$188.1 million to $517.6 million, or 53% of net sales. The increase in SG&A dollars was primarily due to an increase in marketing and digital spend, compensation and benefits, operations costs, general administrative expense, retail fixturing and visual merchandising costs, and depreciation and amortization.
Other expense, net increased 168% to $1.3 million, primarily driven by an increase in foreign currency exchange loss attributable to foreign currency rate fluctuation between the British pound and US dollar.
Net income was $83.8 million on a GAAP basis. Adjusted net income was $152.3 million.
Diluted earnings per share were $1.43 on a GAAP basis. Adjusted diluted earnings per share were $2.61.
Adjusted EBITDA was $215.5 million, or 22% of net sales, up 11% year over year.
Liquidity

As of December 31, 2024, the Company had $73.8 million in cash and cash equivalents and $154.1 million of long-term debt, as compared to $72.7 million in cash and cash equivalents and $164.4 million of long-term debt as of December 31, 2023.

Updated Fiscal 2025 Outlook

“Given softer than expected trends in January, we are taking a prudent approach and lowering our outlook for the final quarter of our fiscal year. Our updated outlook for fiscal 2025 reflects an expected 27-28% year-over-year increase in net sales, as compared to an expected 28-30% increase previously,” said Mandy Fields, e.l.f. Beauty’s Chief Financial Officer.

https://investor.elfbeauty.com/stock-and-financial/press-rel…

Antwort auf Beitrag Nr.: 77.109.817 von Barney.Gumble am 07.02.25 15:14:51

Zitat von Barney.Gumble: Doppeltopf inkl. SKS-Formation. Sieht charttechnisch richtig sch... aus.
Einstieg bei 50$ +/- ... vorher nicht.

Vom Chartbild eigentlich richtig schön...
elf ist ja vorbörslich schon um ca. -25% auf ca. 65 USD gecrashed und nicht mehr weit weg, deshalb der Thread.

Doppeltopf inkl. SKS-Formation. Sieht charttechnisch richtig sch... aus.
Einstieg bei 50$ +/- ... vorher nicht.

Passend zum Kursrücksetzer auf ein 2-Jahrestief trotz kontinuierlichem Wachstums ein guter Zeitpunkt, die Chancen und Risiken von e.l.f Beauty zu diskutieren.



e.l.f. - eyes lips face
Elfen Respekt - Gut aussehen und sich wohlfühlen
Alle Produkte sind 100 % vegan, werden nicht an Tieren getestet und ohne schädliche Stoffe hergestellt.