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e.l.f. Beauty shares plummet as guidance lower-than-expected on tariff worries
11/5/2025, 9:45:39 PM
Economic Summary
- e.l.f. Beauty (ELF) reported revenue of $344 million, missing estimates by $22 million, though it delivered an earnings beat; this shows mixed company fundamentals.
- Management's guidance for both earnings and revenue was well short of consensus, triggering a roughly 16% share decline and signaling weaker near-term demand.
- Gross margins declined 165 basis points due to higher tariff costs, indicating that rising trade-related expenses are pressuring profitability unless offset by pricing or cost reductions.
Bullish
- Earnings beat consensus despite the revenue shortfall.
Bearish
- Revenue missed estimates by $22M (reported $344M), signaling weaker-than-expected top-line demand.
- Guidance for both earnings and revenue came in well below consensus, pressuring near-term outlook.
- Gross margins fell 165 basis points due to higher tariff costs, squeezing profitability.
- Shares dropped about 16% on the combination of the revenue miss and weak guidance.
Bullish tickers
ELF
Bearish tickers
ELF
ELF
Bullish
Earnings beat consensus despite the revenue miss, suggesting some underlying operational resilience.
Bearish
Revenue missed estimates and guidance was weak; margins compressed by tariffs, causing a ~16% stock decline.