e.l.f. Beauty Inc (NYSE:ELF)
$ 116.15 1.5 (1.31%) Market Cap: 6.55 Bil Enterprise Value: 6.67 Bil PE Ratio: 55.31 PB Ratio: 9.31 GF Score: 69/100
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Q4 2024 elf Beauty Inc Earnings Call Transcript

May 22, 2024 / 08:30 PM GMT
Release Date Price: $155.63 (-2.10%)

Key Points

Positve
  • e.l.f. Beauty Inc (ELF) achieved a major milestone with over $1 billion in net sales for fiscal '24.
  • Net sales grew by 77% year-over-year, with a significant increase in gross margin.
  • International sales grew by 115% in Q4, with strong performance in Canada and the U.K.
  • The company continues to innovate, with successful product launches like the Power Grip franchise and bronzing drops.
  • e.l.f. Beauty Inc (ELF) has a strong digital presence, with digital channels driving 22% of Q4 consumption and a highly engaged loyalty program.
Negative
  • The company faces macroeconomic uncertainties that could impact future growth.
  • Higher transportation costs due to the Red Sea disruption are expected to affect gross margins in the first half of fiscal '25.
  • Inventory levels have increased significantly, which could pose a risk if consumer demand fluctuates.
  • The guidance for fiscal '25 indicates a slowdown in growth compared to the exceptional performance in fiscal '24.
  • There is potential geopolitical risk related to social media platforms like TikTok, which could impact marketing strategies.


Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

ELF.N - elf Beauty Inc
Q4 2024 elf Beauty Inc Earnings Call
May 22, 2024 / 08:30PM GMT

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Conference Call Participants
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* Tarang Amin - CEO
* Mandy Fields - CFO
* Andrea Teixeira - JPMorgan Chase & Co, Research Division
* Ashley Helgans - Jefferies LLC, Research Division
* Dara Mohsenian - Morgan Stanley, Research Division
* Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division
* Linda Bolton-Weiser - D.A. Davidson & Co., Research Division
* Susan Anderson - Canaccord Genuity Corp., Research Division
* Korinne Wolfmeyer - Piper Sandler & Co., Research Division
* Peter Grom - UBS Investment Bank, Research Division
* Anna Lizzul - BofA Securities, Research Division
* Oliver Chen - TD Cowen, Research Division

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Presentation
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Operator [1]
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