Analyst consensus expects e.l.f. Beauty to report Q2 2026 (fiscal Q1 2027) revenue of $425.66 million and adjusted EPS of $0.71, with shares trading at $82.26 compared to a $89.38 average target.
Investors are primarily focused on the sales contribution from the recently integrated Rhode skincare brand and the sustainability of the company's international expansion momentum.
Recent performance has been characterized by 29 consecutive quarters of growth and significant market share gains in the U.S. cosmetics segment. Markets will also closely scrutinize full-year 2027 guidance updates and potential gross margin headwinds stemming from higher tariffs and marketing investments.