E.L.F. BEAUTY Q1 FY2027 Earnings Call
With Tarang Amin (Chairman and CEO), Mandy Fields (SVP and CFO) and Video Narrator.
e.l.f. Beauty is a different kind of company that disrupts norms, shapes culture and connects communities through positivity, inclusivity and accessibility. Our deep commitment to clean, cruelty free beauty at an incredible value has fueled the success of our flagship brand e.l.f.
More about E.L.F. BEAUTY
Cosmetics since 2004 and driven our portfolio expansion. Today, our multi-brand portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, pioneering clean beauty brand Well People, Naturium, high-performance, biocompatible, clinically-effective and accessible skin care, and our newest brand, rhode, a line of curated skincare essentials, formulated for a variety of skin types and needs with high performance ingredients, it’s a daily routine that nourishes your skin barrier over time.
1Prepared remarks3 speakers
Thank you for joining us today to discuss e.l.f. Beauty's first quarter fiscal 2027 results. I'm KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer, and Mandy Fields, Senior Vice President and Chief Financial Officer. We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our website at investor.elfbeauty.com.
Since many of our remarks today contain forward-looking…
Thank you, KC, and good afternoon, everyone. I'm proud of the e.l.f. Beauty team for achieving another quarter of industry-leading results. In Q1, we grew net sales 36% and delivered our 30th consecutive quarter of net sales growth. That's over seven continuous years of net sales growth. We're one of only six public consumer companies out of 516 that has grown for 30 straight quarters and averages at least 20% net sales growth per quarter. This consistent category-leading growth is a testament to the strength of…
Oh, wow. This is so precise. You all. It sets immediately. It feels so juicy. It feels like a lot of product is in here. I love the applicator. Okay. Okay, e.l.f. Okay. Only $5 and a precise applicator? Yeah, you know where I'm going. You know where I'm going. Maple latte and burgundy are finally back in stock. These are the e.l.f. lip and cheek stains that are going absolutely viral because you can literally get them for what? $6 or something. Maple latte is the most wearable, perfect everyday nude shade. On the…
In parallel, as we spoke about last quarter, we have fast-tracked additional innovation our community's been asking for. We aim to have these products in the market before the holidays. Third, disruptive marketing. We're leaning into our disruptive marketing engine to fuel e.l.f.'s brand awareness and deepen the connection we have with our community. We have a track record of delivering marketing ROIs multiple above industry benchmarks, growing e.l.f.'s unaided awareness from 13%-45% in just a few years, and…
Health. Cute. Wait, what is that? What? What's the Health? Oh, my gosh. That's kind of gorg. Move. Step. Turn. Bounce. Okay, Bigfoot, I see you. Move to the rhythm. Work. Move. Step. Oh, yes. Turn. The hair is giving. Jump. No, we're done. Health. What is the actual Health?