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e.l.f. Beauty to Report Q2 Earnings: What Awaits ELF Stock?
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Key Takeaways
e.l.f. Beauty eyes stronger first-half sales, driven by Rhode and solid brand momentum.
The Rhode acquisition expands ELF's reach into premium skincare and direct-to-consumer channels.
ELF faces tariff headwinds and higher marketing expenses in the second quarter.
e.l.f. Beauty, Inc. ((ELF - Free Report) ) is likely to register top-line growth when it reports second-quarter fiscal 2026 earnings on Nov. 5. The Zacks Consensus Estimate for revenues is pegged at $366.5 million, indicating an increase of 21.7% from the prior-year reported figure.
The consensus mark for earnings has declined by a penny in the past 30 days to 57 cents per share, which suggests a 26% decrease from the year-ago quarter’s reported figure. ELF delivered a trailing four-quarter earnings surprise of 20.3%, on average.
e.l.f. Beauty has been focused on its unique value proposition — offering high-quality, affordable beauty products, supported by its innovation engine. Its ability to deliver “holy grail” products across cosmetics and skincare remains a key strength, reinforced by high engagement across social platforms like TikTok, where the brand’s responsiveness to community trends fuels relevance and conversion.
The recently completed acquisition of Rhode represents a major strategic development shaping the upcoming quarter. Rhode, known for its strong direct-to-consumer presence, is expected to enhance e.l.f. Beauty’s position in premium skincare. International expansion remains another important growth pillar.
On its last earnings call, management stated that it expects net sales growth in the first half of fiscal 2026 to exceed the prior quarter’s level, supported by Rhode’s contribution and healthy underlying brand momentum.
However, ELF continues to navigate near-term headwinds from elevated tariffs tied to its China-based manufacturing exposure. Marketing investments, which shifted from the first quarter into the second, are also likely to have elevated expenses.
Earnings Whispers for ELF Stock
Our proven model does not conclusively predict an earnings beat for e.l.f. Beauty this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
e.l.f. Beauty has a Zacks Rank #3 and an Earnings ESP of -3.07%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Some Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Vital Farms ((VITL - Free Report) ) currently has an Earnings ESP of +2.65% and a Zacks Rank of 2. The company is expected to register growth in both top and bottom lines when it reports third-quarter 2025 results. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus mark for revenues is pegged at $191.7 million, which indicates an increase of 32.2% from the figure reported in the year-ago quarter. The Zacks Consensus Estimate for Vital Farms’ quarterly earnings per share of 30 cents implies a surge of 87.5% from 16 cents reported in the year-ago quarter. VITL delivered a trailing four-quarter earnings surprise of 35.8%, on average.
Corteva ((CTVA - Free Report) ) currently has an Earnings ESP of +4.82% and a Zacks Rank of 3. The company is likely to register a jump in the top line when it reports third-quarter 2025 numbers. The Zacks Consensus Estimate for Corteva’s quarterly revenues is pegged at $2.49 billion, which indicates an increase of almost 7% from the prior-year quarter.
The Zacks Consensus Estimate for the bottom line is pegged at a loss of 49 cents, which is in line with the year-ago period. CTVA delivered a positive earnings surprise in the past two consecutive quarters.
The Campbell’s Company ((CPB - Free Report) ) currently has an Earnings ESP of +1.49% and a Zacks Rank of 3. The consensus mark for revenues is pegged at $2.67 billion, which calls for a decline of 3.8% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for Campbell’s quarterly earnings per share of 74 cents implies a decrease of 16.9% from 89 cents reported in the year-ago quarter. CPB delivered a trailing four-quarter earnings surprise of 6.2%, on average.
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e.l.f. Beauty to Report Q2 Earnings: What Awaits ELF Stock?
Key Takeaways
e.l.f. Beauty, Inc. ((ELF - Free Report) ) is likely to register top-line growth when it reports second-quarter fiscal 2026 earnings on Nov. 5. The Zacks Consensus Estimate for revenues is pegged at $366.5 million, indicating an increase of 21.7% from the prior-year reported figure.
The consensus mark for earnings has declined by a penny in the past 30 days to 57 cents per share, which suggests a 26% decrease from the year-ago quarter’s reported figure. ELF delivered a trailing four-quarter earnings surprise of 20.3%, on average.
e.l.f. Beauty Price, Consensus and EPS Surprise
e.l.f. Beauty price-consensus-eps-surprise-chart | e.l.f. Beauty Quote
Things to Know About ELF’s Upcoming Results
e.l.f. Beauty has been focused on its unique value proposition — offering high-quality, affordable beauty products, supported by its innovation engine. Its ability to deliver “holy grail” products across cosmetics and skincare remains a key strength, reinforced by high engagement across social platforms like TikTok, where the brand’s responsiveness to community trends fuels relevance and conversion.
The recently completed acquisition of Rhode represents a major strategic development shaping the upcoming quarter. Rhode, known for its strong direct-to-consumer presence, is expected to enhance e.l.f. Beauty’s position in premium skincare. International expansion remains another important growth pillar.
On its last earnings call, management stated that it expects net sales growth in the first half of fiscal 2026 to exceed the prior quarter’s level, supported by Rhode’s contribution and healthy underlying brand momentum.
However, ELF continues to navigate near-term headwinds from elevated tariffs tied to its China-based manufacturing exposure. Marketing investments, which shifted from the first quarter into the second, are also likely to have elevated expenses.
Earnings Whispers for ELF Stock
Our proven model does not conclusively predict an earnings beat for e.l.f. Beauty this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
e.l.f. Beauty has a Zacks Rank #3 and an Earnings ESP of -3.07%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Some Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Vital Farms ((VITL - Free Report) ) currently has an Earnings ESP of +2.65% and a Zacks Rank of 2. The company is expected to register growth in both top and bottom lines when it reports third-quarter 2025 results. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus mark for revenues is pegged at $191.7 million, which indicates an increase of 32.2% from the figure reported in the year-ago quarter. The Zacks Consensus Estimate for Vital Farms’ quarterly earnings per share of 30 cents implies a surge of 87.5% from 16 cents reported in the year-ago quarter. VITL delivered a trailing four-quarter earnings surprise of 35.8%, on average.
Corteva ((CTVA - Free Report) ) currently has an Earnings ESP of +4.82% and a Zacks Rank of 3. The company is likely to register a jump in the top line when it reports third-quarter 2025 numbers. The Zacks Consensus Estimate for Corteva’s quarterly revenues is pegged at $2.49 billion, which indicates an increase of almost 7% from the prior-year quarter.
The Zacks Consensus Estimate for the bottom line is pegged at a loss of 49 cents, which is in line with the year-ago period. CTVA delivered a positive earnings surprise in the past two consecutive quarters.
The Campbell’s Company ((CPB - Free Report) ) currently has an Earnings ESP of +1.49% and a Zacks Rank of 3. The consensus mark for revenues is pegged at $2.67 billion, which calls for a decline of 3.8% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for Campbell’s quarterly earnings per share of 74 cents implies a decrease of 16.9% from 89 cents reported in the year-ago quarter. CPB delivered a trailing four-quarter earnings surprise of 6.2%, on average.