e.l.f. Beauty (ELF) Q4 FY26 earnings call

e.l.f. Beauty delivered its seventh consecutive year of industry-leading growth, driven by its diversified brand portfolio, particularly strong performance from Rhode and Naturium. While the core e.l.f. brand experienced moderated growth and slower-than-expected spring innovation, management is implementing targeted actions including pricing adjustments and fast-tracked innovation to reaccelerate unit growth. The company maintains a strong balance sheet and is focused on international expansion and leveraging its disruptive marketing engine across its brands.