Beauty Dwarf (ELF) Q1 2026

Beauty dwarf The profits decreased by 30 % in the first quarter of money, as the new customs tariffs on Chinese imports begin to influence the final result of the cosmetic company.

In the three months that ended on June 30, the ENF net fell to 33.3 million dollars, a decrease of 30 % from 47.6 million dollars a year ago. The company that issues sources about 75 % of its products from ChinaHe also refused to provide the entire year revenue guide, pointing to a “wide range of possible results” related to New duties.

Instead, the company issued only directions for the first half of the fiscal year. Elf said that sales growth will be above 9 % in the first half of the year and pre -interest modification profits, taxes, firefighting, or EBITDA, that margins will be 20 %, compared to 23 % in the first half of the previous fiscal year.

“We are working in a very volatile Macro environment, and it is clear that there is a great deal of uncertainty about customs tariffs, so we have a greater solution to the form of a customs tariff image, we did not think it is logical to issue the guidance,” CNBC CEO said in an interview. “It is uncertainty about the definitions that make things more difficult.”

The company has already collected one dollar prices to compensate for the costs of customs tariffs and works to expand its business outside the United States and diversify its supply chain.

Amin said: “We are less than 55 % of the customs tariff on the goods coming from China, and we have planned against it,” Amin said. “So I am just waiting for this other shoe to see well, where do they really settle?

Behind the profits, ELF defeated expectations at the top and bottom.

Here is how to perform a cosmetic company compared to what Wall Street expected, based on a survey of analysts by LSEG:

• Arrow’s profits: 89 cents was seized for 84 cents expected
• profit: 354 million dollars for 350 million dollars expected

The company’s net income for three months, which ended on June 30, was reported 33.3 million dollars, or 58 cents per share, compared to $ 47.6 million, or 81 cents per share, a year ago. With the exception of the one -time elements related to stocks -based compensation and other non -repeated fees, ELF witnessed a net income of 51.3 million dollars, or 89 cents per share.

Sales rose to $ 354 million, an increase of 9 % from 324 million dollars in the previous year. This represents The second quarter in a row Where the growth of revenues slowed into individual numbers, a pattern that the company has not seen since 2020.

Over the past four years, ENF sales have been constantly growing in dual high numbers, but this momentum began to slow down as the beauty category generally cools after several years of huge growth.

Amin said that growth will be improved in the current quarter. He pointed out that the growth of sales by 9 % in the quarter is topped by 50 % growth in the previous period of the year, but he acknowledged that the group in general-and the state of consumer spending-was soft.

Amin said: “Sometimes people forget the extent of our growth.” “The category, the consumer state, is still a challenge. There is a lot of uncertainty with definitions and inflation.”

Although the first fiscal quarter was slower than the past quarters, Amin is that Nielsen’s data shows that the company still takes its share in the market and outperforms the total category.

One of the main aspects of the company’s growth comes from the launch of loud products, which are often “deception” for high -rate standing products. Its distinctive serum has recently launched a $ 17 vitamin C +, which is believed to be inspired by a similar product from Skinceuticals, which is sold at $ 185.

It also issued a new condom and just closed it to its acquisition The brand of beauty, Hili Biber RoadWhich will be launched at all Sephora stores in the United States and Canada in September. Rudd’s effect on ELF sales, especially its launch in Sephora, will not be in its results until later this year.