e.l.f. Beauty Inc (NYSE:ELF)
$ 131.33 -2.82 (-2.1%) Market Cap: 7.40 Bil Enterprise Value: 7.76 Bil PE Ratio: 70.99 PB Ratio: 10.16 GF Score: 67/100

elf Beauty Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 05, 2023 / 03:15PM GMT
Release Date Price: $125.86 (-0.58%)
Dara Warren Mohsenian
Morgan Stanley, Research Division - MD

Morning, everyone. Thanks for joining us. I'm Dara Mohsenian, Morgan Stanley's household products and beverage analyst. We're very pleased to have e.l.f. with us here today. Just before we get started, for important disclosures, please see the Morgan Stanley research website at morganstanley.com.

And with that, we're very pleased to welcome e.l.f. here, including Chairman and CEO, Tarang Amin; Senior VP and CFO, Mandy Fields; and Kory Marchisotto, Senior VP and CMO of e.l.f. Beauty and also President of Keys Soulcare. So thanks again, guys, for being here.

Questions & Answers

Dara Warren Mohsenian
Morgan Stanley, Research Division - MD

So obviously, Tarang, it's been a few years now of pretty consistent share gains. Maybe you can start just by talking about sort of the underlying drivers behind that. But also, obviously, in recent quarters, we've seen this big step-up and acceleration really to higher levels in terms of the market share gains. So just give us some perspective on

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