Exhibit 99.1 e.l.f. Beauty Announces Third Quarter Fiscal 2026 Results • Net sales increased 21% to $1,187.2 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally. • Gross margin decreased approximately 124 basis points to 70%, primarily driven by higher tariff costs, partially offset by benefits from pricing and mix. • Selling, general and administrative ("SG&A") expenses increased $122.0 million to $706.9 million. Adjusted SG&A (SG&A excluding the ...

Core Insights - Elf Beauty raised its annual sales and profit forecasts after exceeding Wall Street estimates for third-quarter results [1] - The strong demand for affordable cosmetics persisted despite rising economic and tariff uncertainties [1] - Following the announcement, shares of Elf Beauty increased by approximately 12% after market close [1] Financial Performance - The company reported third-quarter results that surpassed Wall Street expectations [1] - The updated forecasts indicate a positive outlook for both sales and profits for the upcoming year [1] Market Reaction - The stock price experienced a significant increase of about 12% after the earnings announcement [1]

Group 1: Company Performance - E.l.f. Beauty's stock increased by 12% in January, driven by tariff changes and positive investor sentiment regarding its valuation [1] - The company reported a 14% year-over-year revenue increase in the fiscal second quarter, significantly outperforming the U.S. mass cosmetics and skincare market, which grew only 2% [3] - E.l.f. is guiding for a 19% growth for the full year, while the global beauty industry is expected to decline by 1% [3] Group 2: Market Position and Brand Strategy - E.l.f. has established itself as a leading mass market cosmetics brand, focusing on eco-friendly products and cultural issues [2] - The brand is particularly popular among teens, as indicated by Piper Sandler's annual survey, and it appeals to a wide range of consumers [4] Group 3: Growth Initiatives - The company is expanding globally, entering new segments, and acquiring brands, including the premium brand Rhode, which is expected to see a 40% sales increase this year [5] - E.l.f. is exploring opportunities in premium product lines, leveraging Rhode's growth potential in new markets [5] Group 4: Financial Metrics and Valuation - E.l.f. stock experienced a significant decline of nearly 40% in 2025, primarily due to decelerating sales and high tariff exposure [6] - Despite challenges, the company's gross margin was 69% in the second quarter, with adjusted earnings per share (EPS) at $0.68 [7] - Recent tariff reductions by President Trump are expected to positively impact E.l.f.'s margins, contributing to a more attractive stock valuation [6][7]

Core Viewpoint - e.l.f. Beauty Inc. has demonstrated resilience in the cosmetics industry, consistently growing its quarterly sales for 27 consecutive quarters despite recent earnings misses and competitive pressures [1][2]. Financial Performance - For the quarter ending February 4, 2026, e.l.f. Beauty reported earnings per share (EPS) of $0.68, below the expected $0.72, with revenue of approximately $344 million, falling short of the estimated $462 million [2]. - The company has a price-to-earnings (P/E) ratio of about 60.49, indicating that investors are willing to pay a premium for its earnings, while the price-to-sales ratio is approximately 3.65 and the enterprise value to sales ratio is around 4.17 [3]. Financial Health - e.l.f. Beauty's debt-to-equity ratio is approximately 0.81, suggesting a moderate level of debt financing, and the current ratio stands at about 2.70, indicating a strong ability to cover short-term liabilities with short-term assets [4]. Market Outlook - Analysts had anticipated a decline in e.l.f. Beauty's earnings for the quarter ending December 2025, despite an expected increase in revenues, with future earnings outlook and stock price movements dependent on management's discussion during the earnings call [5].

Core Insights - The cosmetics segment of the consumer staples sector shows resilience in sales despite products not being necessities [1] - E.l.f. Beauty has established itself as a lower-priced alternative in the makeup market, which has contributed to its growth but has not consistently translated into earnings growth [1][2] Sales Performance - E.l.f. Beauty has achieved 27 consecutive quarters of year-over-year sales growth, a notable accomplishment in a competitive market [2] - The company's products are priced lower than both high-end and most mass-market makeup alternatives, making it particularly appealing to teen consumers [3] Market Positioning - E.l.f. Beauty is gaining market share, with a potential for teen consumers to transition into adult users who favor the brand [3][4] - There is a possibility that as consumers age, they may still incorporate E.l.f. products into their routines alongside higher-priced brands for special occasions [4] Growth Strategy - The company is focused on growth rather than immediate earnings, with significant efforts directed towards international market expansion [5] - E.l.f. Beauty is well-positioned to attract cost-conscious consumers, which could enhance its long-term market reach despite current profitability challenges from tariffs and inflation [6] Long-term Outlook - The current industry headwinds may ultimately benefit E.l.f. Beauty by allowing it to expand its customer base through low pricing strategies [6]

Core Insights - The earnings season for Q4 2025 is ongoing, featuring notable companies like e.l.f. Beauty (ELF) and Estee Lauder (EL) [1] - There is a significant performance disparity between ELF and EL, with ELF shares down 4.4% over the past year, while EL has gained nearly 70% [2] Quarterly Estimates - The Zacks Consensus EPS estimate for Estee Lauder is $0.83, indicating a 33% year-over-year growth, while ELF's estimate is $0.73, reflecting a 1.2% decline from the previous year [2] - Sales forecasts show ELF expected to grow 30% year-over-year, compared to EL's anticipated 5% growth [5] Profitability and Performance - Estee Lauder has a more favorable profitability outlook, with stronger margins compared to ELF, which has experienced a growth cooldown affecting its stock performance [10][6] - Despite ELF's strong sales growth, the overall sentiment has been negative due to the cooldown in growth [9] Competitive Positioning - Estee Lauder's diversified product portfolio across various beauty categories provides a more stable business model compared to ELF, which is primarily focused on high-growth makeup products [13] - Estee Lauder holds a Zacks Rank of 2 (Buy), while e.l.f. Beauty is ranked 3 (Hold), indicating a more favorable outlook for EL [4][6] - EL shares offer a dividend yield of 1.2%, slightly higher than the S&P 500's yield of 1.1% [14]

We came across a bullish thesis on e.l.f. Beauty, Inc. on Stocks subreddit by Rare-Kangaroo8075. In this article, we will summarize the bulls’ thesis on ELF. e.l.f. Beauty, Inc.'s share was trading at $85.03 as of January 29th. ELF’s trailing and forward P/E were 60.70 and 24.57 respectively according to Yahoo Finance. "I am Impressed," Says Jim Cramer About Ralph Lauren (RL) Africa Studio/Shutterstock.com e.l.f. Beauty (ELF) has emerged as one of the most compelling growth stories in the consumer beaut ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The increasing demand for AI is straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] Investment Opportunity - A specific company, largely overlooked by AI investors, is positioned to benefit from the anticipated surge in energy demand due to AI [3][6] - This company owns critical energy infrastructure assets and is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7][8] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] Market Perception - Wall Street is beginning to recognize this company as a valuable investment, especially as it operates without the high valuations typical of many energy and utility firms [8][10] - The company is trading at less than 7 times earnings, making it an attractive option for investors looking for undervalued stocks in the AI and energy sectors [10] Future Outlook - The ongoing AI revolution is expected to disrupt traditional industries, with companies that adapt to AI technologies likely to thrive [11][12] - The influx of talent into the AI sector is anticipated to drive rapid advancements and innovative ideas, reinforcing the potential for significant returns on investment in this field [12][13]

Core Viewpoint - e.l.f. Beauty has shown resilience in its stock performance despite previous challenges, with a significant recovery in early 2026, indicating potential for future growth [1][2]. Financial Performance - e.l.f. reported a 14% increase in sales, reaching $343.9 million for the quarter ending September 30, 2025, despite facing tariff-related challenges [4]. - The company's gross margin decreased by 165 basis points to 69%, while selling, general, and administrative expenses rose by 24%, leading to an 84% decline in overall profit to $3 billion compared to $19 billion in the prior year [4]. - Adjusted earnings showed a less severe decline of under 10%, suggesting that the core business remains relatively stable [4]. Market Sentiment - Investors are reassessing e.l.f.'s valuation, with the stock up 17% at the start of 2026, outperforming the S&P 500, which rose less than 2% [1][2]. - The stock is currently trading at 27 times its estimated future earnings, which may appear high but could improve with favorable economic conditions [6]. - The demand for e.l.f.'s low-priced items has remained strong, indicating resilience against economic uncertainties and tariffs [6]. Future Outlook - If tariffs are deemed illegal and removed, e.l.f. could significantly benefit, but even without such developments, the brand's popularity among younger consumers positions it well for long-term growth [5].

Core Insights - Estee Lauder Companies Inc. and e.l.f. Beauty, Inc. are key players in the cosmetics industry, competing across overlapping product categories while operating at different market segments [1][2] - The cosmetics industry is evolving due to digital engagement, changing consumer preferences, and a focus on value, innovation, and brand differentiation [1] Estee Lauder Overview - Estee Lauder has a market capitalization of approximately $41.3 billion and is recognized as a leader in the prestige beauty sector with a diverse portfolio [2] - The company has shown a return to organic sales growth, with a 3% increase in organic net sales in Q1 of fiscal 2026 and a 300 basis point expansion in adjusted operating margin to 7.3% [3][9] - Adjusted gross margin improved by 60 basis points to 73.3%, driven by procurement efficiencies and reduced promotional intensity [4] - Estee Lauder is gaining market share in key regions such as Mainland China, the U.S., and parts of Western Europe, with strong performance from brands like La Mer and TOM FORD [5] - Product innovation is crucial for Estee Lauder's growth, with new launches enhancing brand relevance and consumer engagement [6] e.l.f. Beauty Overview - e.l.f. Beauty, valued at around $5.1 billion, focuses on affordable, trend-driven products and has achieved its 27th consecutive quarter of net sales growth, with a 14% increase to $343.9 million in Q2 of fiscal 2026 [7][9] - The company gained 140 basis points of market share in its core brand during Q2, reflecting its ability to attract value-conscious consumers [8] - e.l.f. Beauty's growth is supported by expanding distribution and a digitally native operating model, with management projecting a net sales increase of 18-20% for fiscal 2026 [11] Financial Performance and Estimates - The Zacks Consensus Estimate for Estee Lauder indicates a year-over-year sales growth of 4.6% and an EPS increase of 43.7% for the current fiscal year [12] - For e.l.f. Beauty, the current fiscal-year sales estimate suggests a 19.3% increase, while EPS is expected to decrease by 15.3% [14] - Over the past year, Estee Lauder's shares have increased by 39.3%, outperforming the industry growth of 13.2%, while e.l.f. Beauty's shares have declined by 19.8% [15] Valuation and Investment Outlook - Estee Lauder has a forward P/E ratio of 43.8, above its one-year median, while e.l.f. Beauty's forward P/E ratio is 24.71, below its median [17] - Estee Lauder presents a more compelling risk-reward profile due to its operational turnaround and strong earnings growth outlook, while e.l.f. Beauty faces rising margin pressures [19] - Estee Lauder holds a Zacks Rank 2 (Buy), whereas e.l.f. Beauty has a Zacks Rank 3 (Hold) [20]