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e.l.f. Beauty Goes All-In On Global Beauty As Brazil, Canada & Mexico Expand The Footprint; What Lies Ahead?

e.l.f. Beauty reported a strong first quarter for fiscal year 2027, marking its 30th consecutive quarter of net sales growth, totaling 36% year-over-year. This milestone reflects consistent expansion over more than seven years and positions e.l.f. Beauty among a select group of consumer companies with sustained growth. The company’s net sales growth was driven substantially by the brand rhode, which contributed approximately $160 million in sales and demonstrated exceptional consumer demand, including a $27 million direct-to-consumer sales day during its summer product launch. Organic net sales excluding rhode showed a modest decline in line with prior outlooks, influenced in part by operational transitions and lapping a major product launch from the prior year. The company’s diversified brand portfolio continues to expand its footprint in both cosmetics and skincare categories. e.l.f. Cosmetics maintains strong market positioning with the top rank in unit share and second in dollar share, while e.l.f.