e.l.f. Beauty, Inc. Earnings Recaps
Q3 2026
Feb 5, 2026
e.l.f. Beauty reported exceptional third-quarter results for fiscal 2026, with net sales increasing 38% and adjusted EBITDA up 79%, marking its 28th consecutive quarter of growth.
Key takeaways
- e.l.f. grew its market share by 130 basis points, outperforming over 700 cosmetics brands tracked by Nielsen.
- The e.l.f. Cosmetics brand experienced 8% growth in U.S. consumption, doubling the category average.
- The recent launches, including the Glow Reviver Slipstick, quickly became bestsellers on platforms like Amazon and TikTok, highlighting strong consumer response to innovation.
- Strategic collaborations, such as the limited edition launch with Liquid Death and H&M, significantly drove brand awareness and engagement, generating billions of impressions.
- e.l.f. remains the most productive cosmetics brand per linear foot with major retailers, enhancing its expansion plans for 2026.