Stocklore

e.l.f. Beauty, Inc. (ELF)

Consumer Goods · US stock

What changed in recent filings

  • Revenue +36% YoYQuarter ended Jun 30, 2026
  • Non-U.S. segment 16% → 23%Jun 30, 2024 → Jun 30, 2026
  • Institutions — 1 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

e.l.f. Beauty, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 5, 2026
    Revenue +35.5% YoY · EPS $1.12
    Released after the close: Aug 5 close → Aug 6 close, the stock moved +6.9% · over the same window, market -0.2% · sector -0.6%
  • 26Q1Released May 20, 2026
    Revenue +35.1% YoY · EPS $-0.82
    Released after the close: May 20 close → May 21 close, the stock moved +4.7% · over the same window, market +0.2% · sector +0.9%
  • 25Q4Released Feb 4, 2026
    Revenue +37.8% YoY · EPS $0.65
    Released after the close: Feb 4 close → Feb 5 close, the stock moved -9.2% · over the same window, market -1.2% · sector -1.0%
  • 25Q3Released Nov 5, 2025
    Revenue +14.2% YoY · EPS $0.05
    Released after the close: Nov 5 close → Nov 6 close, the stock moved -35.0% · over the same window, market -1.1% · sector -1.2%

The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding e.l.f. Beauty, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 22019 Q2 · 12019 Q3 · 32019 Q4 · 32020 Q1 · 12020 Q2 · 22020 Q3 · 22020 Q4 · 32021 Q1 · 22021 Q2 · 42021 Q3 · 22021 Q4 · 32022 Q1 · 32022 Q2 · 22022 Q3 · 22022 Q4 · 32023 Q1 · 42023 Q2 · 32023 Q3 · 22023 Q4 · 22024 Q1 · 22024 Q2 · 32024 Q3 · 52024 Q4 · 52025 Q1 · 42025 Q2 · 52025 Q3 · 62025 Q4 · 52026 Q1 · 52026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold e.l.f. Beauty, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associatesunder 0.01% of portfolio · since 2021 Q2
  • Baillie Gifford & Co0.47% of portfolio · since 2024 Q2
  • Capital World Investors0.01% of portfolio · since 2024 Q2
  • PRIMECAP Management0.05% of portfolio · since 2024 Q3

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

e.l.f. Beauty, Inc. is a multi-brand beauty company that develops and markets cosmetics and skincare products for everyday consumers. Its portfolio includes makeup and skin care offerings across the eye, lip, face, and skin categories, alongside related beauty accessories and tools. The company emphasizes accessible, inclusive products and serves customers through direct-to-consumer channels, e-commerce, and a broad network of national and international retailers. e.l.f. Beauty also operates through several brand names, including e.l.f. Cosmetics, e.l.f. SKIN, Well People, Naturium, and Keys Soulcare. Headquartered in Oakland, California, e.l.f. Beauty plays a visible role in the personal care market by combining trend-driven product development with a wide retail footprint and a focus on clean, vegan, and cruelty-free formulations.

What is the Consumer Goods sector?

Staples, sportswear, and food & drink. Defensive dividend names.

e.l.f. Beauty, Inc. is classified under the Consumer Goods sector. See peers below.

e.l.f. Beauty, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

-4.4%
0.71x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

e.l.f. Beauty, Inc. vs Consumer Goods sector benchmark

Median of 37 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
31.2%vs benchmark 5.2%↑ above
Operating margin
21.4%vs benchmark 17.4%↑ above
Net margin
3.4%vs benchmark 11.1%↓ below
ROE
-4.4%vs benchmark 12.5%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ELF revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $0.5B, +35.5% YoY.

The largest segment is US, 76.8% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the US segment (about 66% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ELF segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Dec '24Jun '25Dec '25Jun '26
United States 77%Non-U.S. 23%

ELF on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
See full ELF analysis →

Peers · Consumer Goods

ELF FAQ

What is e.l.f. Beauty, Inc. (ELF)?

e.l.f. Beauty, Inc. is a multi-brand beauty company that develops and markets cosmetics and skincare products for everyday consumers. Its portfolio includes makeup and skin care offerings across the eye, lip, face, and skin categories, alongside related beauty accessories and tools. The company emphasizes accessible, inclusive products and serves customers through direct-to-consumer channels, e-commerce, and a broad network of national and international retailers. e.l.f. Beauty also operates through several brand names, including e.l.f. Cosmetics, e.l.f. SKIN, Well People, Naturium, and Keys Soulcare. Headquartered in Oakland, California, e.l.f. Beauty plays a visible role in the personal care market by combining trend-driven product development with a wide retail footprint and a focus on clean, vegan, and cruelty-free formulations.

What sector is e.l.f. Beauty, Inc. in?

e.l.f. Beauty, Inc. is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.

What are e.l.f. Beauty, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 31.2%, Operating margin 21.4%, Net margin 3.4%, ROE -4.4%, Debt-to-equity 0.71x. Definitions and interpretation are available on Stocklore.

What are e.l.f. Beauty, Inc.'s main revenue segments?

The largest segment is US, about 76.8% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze e.l.f. Beauty, Inc. (ELF) stock?

On Stocklore you can see ELF's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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