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Earnings call: e.l.f. Beauty posts category leading growth in Q2

EditorNatashya Angelica
Published 11/07/2024, 10:58 PM
ELF
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e.l.f. Beauty (NYSE: ELF), a cosmetic company known for its affordable beauty products, reported consistent category-leading growth in its second quarter fiscal 2025 results, according to Chairman and Chief Executive Officer Tarang Amin.

The company also raised its outlook for the fiscal year 2025. During the earnings call, the management team highlighted the company's performance and forward-looking statements, while cautioning investors to consider the potential for actual results to differ.

Key Takeaways

  • e.l.f. Beauty reported strong second quarter results with category-leading growth.
  • The company has raised its outlook for fiscal 2025.
  • Management recognized the efforts of the e.l.f. Beauty team in achieving these results.
  • Forward-looking statements were made, with a cautionary note that actual results may vary.
  • Non-GAAP financial measures were discussed, with reconciliations provided in the earnings release.

Company Outlook

  • The outlook for fiscal 2025 has been raised, signaling confidence in the company's future performance.

Bearish Highlights

  • Management included cautionary language about forward-looking statements, indicating that actual results could differ from expectations.

Bullish Highlights

  • Consistent category-leading growth was reported for the second quarter, showcasing the company's strong market position.

Misses

  • There were no specific misses mentioned in the summary provided.

Q&A Highlights

  • No specific questions and answers were highlighted in the summary provided.

In summary, e.l.f. Beauty's second quarter fiscal 2025 results reflect a period of strong growth for the company, outpacing competitors in its category. The management's decision to raise the fiscal year outlook suggests a positive trajectory for the business.

While the company's leadership team expressed optimism, they also prudently reminded investors of the inherent uncertainties in forward-looking statements. As the company continues to navigate the fiscal year, investors and stakeholders will likely watch for the actual performance to align with the raised expectations.

Full transcript - ELF Beauty Inc (NYSE:ELF) Q2 2025:

KC Katten: Thank you for joining us today to discuss e.l.f. Beauty's Second Quarter Fiscal 2025 Results. I'm KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer; and Mandy Fields, Senior Vice President and Chief Financial Officer. We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our website at investor.elfbeauty.com. Since many of our remarks today contain forward-looking statements, please refer to our earnings release and reports filed with the SEC, where you'll find factors that could cause actual results to differ materially from these forward-looking statements. In addition, the company's presentation today includes information presented on a non-GAAP basis. Our earnings release contains reconciliations of the differences between the non-GAAP presentation and the most directly comparable GAAP measure. With that, let me turn the webcast over to Tarang.

Tarang Amin: Thank you, KC, and good afternoon everyone. Today we'll discuss the drivers of our second quarter results and our raised outlook for fiscal 2025. I want to start by recognizing the e.l.f. Beauty team. Q2 marked yet another quarter of consistent category leading growth. In

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