E.l.f. Beauty beats Q4 revenue and EPS estimates, plans more price cuts after strong sales boost.

E.l.f. Beauty reported Q4 revenue of $449 million, surpassing the expected $423 million, and adjusted EPS of 32 cents versus 29 cents anticipated. The company plans further price reductions after a $4 cut on its Halo Glow tint boosted sales by nearly 40%. Despite strong quarterly results, fiscal 2027 guidance fell short of analyst expectations due to challenges including a $15M–$20M headwind from rising oil prices linked to the Iran conflict. The acquisition of Rhode also contributed to a GAAP net loss, but excluding this, net income was positive. E.l.f. aims to offset margin pressure from price cuts with tariff refunds and cost reductions while continuing to expand its brand portfolio.