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e.l.f. Beauty's shares fell 21% after missing sales forecasts due to tariffs and weak launches, despite beating earnings.
e.l.f.
Beauty's shares dropped 21% to $92.50 in after-hours trading after reporting second-quarter 2026 net sales of $343.9 million, a 14% increase from last year but below the $366 million analysts expected.
Despite beating earnings estimates with adjusted EPS of 68 cents and strong EBITDA, the company lowered its full-year sales forecast to $1.55–1.57 billion, below the $1.65 billion consensus, citing rising U.S. tariffs—now averaging 60%—and weaker-than-expected product launches.
The Rhode brand, acquired in August, drove growth with a record Sephora launch and strong international appeal, contributing to a shift toward lower-cost, value-driven products amid cautious consumer spending.
e.l.f. Las acciones de Beauty cayeron un 21% después de haber perdido las previsiones de ventas debido a los aranceles y los lanzamientos débiles, a pesar de superar las ganancias.