e.l.f. Beauty, Inc. ELF

The Motley Fool 12 nov

The article compares e.l.f. Beauty and lululemon athletica as investment options for 2027. e.l.f. Beauty is highlighted as a high-growth cosmetics disruptor with 24.6% revenue growth and 31 consecutive quarters of sales increases, though it carries a high P/E ratio of 82.65. Lululemon athletica is presented as a more established, profitable player with a 14.2% net margin and lower valuation (P/E of 8.81), but faces slower 4.9% growth and business pressures. The analyst recommends e.l.f. Beauty for its sustained growth momentum despite higher valuation.

Zacks Investment Research 11 nov

Sally Beauty Holdings reported Q4 fiscal 2026 results beating consensus estimates with adjusted EPS of 62 cents (up 12.7%) and sales of $952.5 million (up 0.6%). E-commerce sales grew 8% to $113 million, and adjusted operating margin expanded 60 basis points to 10%. The company projects fiscal 2027 sales of $3.77-$3.81 billion with adjusted EPS of $2.20-$2.30, while planning approximately 100 additional Sally Ignited store locations.

Zacks Investment Research 11 nov

Estee Lauder introduced Mastering Skin Longevity, a scientific innovation platform built on over 20 years of research to accelerate product development in anti-aging and skin health. The platform unites five brands (Estee Lauder, La Mer, Clinique, Lab Series, and The Ordinary) and focuses on Master Regulators of Skin Longevity. The company expects fiscal 2027 organic sales growth of 4-5.5% with adjusted operating margins of 12.9-13.7%, supported by recent 4% organic skin care sales growth and 9% growth in Mainland China.

Zacks Investment Research 10 nov

e.l.f. Beauty has gained investor attention with strong recent performance, returning +8.6% over the past month. The company shows positive earnings momentum with consensus estimates revised upward by 2.7% for the current fiscal year, projecting +18.9% year-over-year earnings growth. Revenue is expected to grow 24% for the current fiscal year. However, the stock is trading at a premium valuation relative to peers. The company received a Zacks Rank #1 (Strong Buy) rating based on earnings estimate revisions.

The Motley Fool 6 nov

Following the midterm elections, certain stocks are positioned to benefit or suffer based on potential policy shifts. Retailers like Amazon, Shopify, and e.l.f. Beauty could gain from tariff rollbacks, while neoclouds like Space Exploration Technologies and other data center companies face headwinds from tougher permitting. Palantir Technologies may see slower government growth depending on administrative changes.