e.l.f.(ELF) MarketBeat·2025-06-01 12:26Core Viewpoint - e.l.f. Beauty is experiencing strong growth and market share gains despite uncertainties related to tariffs, supported by a global price increase and the acquisition of Rhode, a high-growth brand [1][3][8] Financial Performance - In FQ4, e.l.f. Beauty reported revenues of 0.78 is up nearly 50% year-over-year and significantly above consensus estimates [5] - The company has seen a 50% year-over-year increase in cash build, indicating strong cash flow management [5] Market Position and Growth Drivers - e.l.f. Beauty has achieved 25 consecutive months of double-digit market share gains in the U.S., driven by strong performance in retail and eCommerce channels [4] - The acquisition of Rhode, valued at 200 million based on milestones, is expected to enhance growth and market presence [6] Analyst Sentiment and Stock Performance - Analysts have raised their 12-month stock price forecast to 112.61 [7] - The stock price experienced a 25% increase following the positive results and acquisition news, reflecting a bullish sentiment shift [11] - Short interest remains at 12%, indicating potential for a short squeeze, although analysts believe the current outlook mitigates risks [10] Operational Efficiency - The company benefited from foreign exchange tailwinds, leading to lower costs of goods and improved gross and operating margins [4] - Total liabilities, including long-term debt, are less than 1x equity and 2x cash, positioning the company favorably for future investments [6]