e.l.f. Beauty (ELF) Announces Results for 3 and 9 Months ended December 31, 2025

e.l.f. Beauty, Inc. (NYSE:ELF) is one of the Best FMCG Stocks to Invest In According to Analysts. On February 4, the company announced results for the 3 and 9 months ended December 31, 2025, with quarterly net sales rising 38% to reach $489.5 million, mainly because of growth in retailer and e-commerce channels in the US and internationally.

Furthermore, e.l.f. Beauty, Inc. (NYSE:ELF)’s quarterly gross margin declined by ~30 bps to 71%, mainly because of increased tariff costs. However, this was partially mitigated by the benefits from pricing and mix.

e.l.f. Beauty, Inc. (NYSE:ELF) raised its FY 2026 outlook, mainly because of Rhode’s outperformance. For FY 2026, the company expects net sales growth of ~22% – 23% YoY, an increase from the prior expectation of 18% – 20%. It anticipates Rhode to contribute ~$260 million – $265 million in the net sales to FY 2026. Previously, it expected a $200 million contribution.

On February 5, JPMorgan analyst Andrea Teixeira lifted the firm’s price objective on the company’s shares to $105 from $103, while keeping an “Overweight” rating.

e.l.f. Beauty, Inc. (NYSE:ELF) is a multi-brand beauty company, providing inclusive, accessible, clean, vegan and cruelty free cosmetics as well as skin care products. The family of brands consists of e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People and Keys Soulcare.

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Disclosure: None. This article is originally published at Insider Monkey.