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Pre-earnings options volume in e.l.f Beauty, Inc.
(NYSE:ELF) traded at 1.2x normal levels on August 5, with calls leading puts 8:7.
Implied volatility suggested traders were anticipating a post-earnings price swing of roughly 11.8%, or $10.53 per share, close to the stock's median post-earnings move of 12.9% over the past eight quarters.
(NYSE:ELF) delivered a strong Q1 fiscal 2027 report for the three months ended June 30, 2026.
Net sales surged 36% year-over-year to $479.4 million, driven by strength across retailer and e-commerce channels both in the U.S.
Gross margin expanded ~1,400 basis points to 83%, aided by ~1,050 basis points of IEEPA tariff refund benefits alongside favorable pricing and lower year-over-year tariff rates.
GAAP net income reached $66.6 million ($1.12 per diluted share), while adjusted net income hit $104.6 million ($1.75 per diluted share).
Adjusted EBITDA rose 93% to $168.2 million (35% of net sales).
Outperformance from Rhode triggered a $16.1 million fair value adjustment for earnout obligations.
Balance sheet cash grew to $344.2 million against $834.2 million in total debt.
Following the quarter, management raised its fiscal 2027 outlook to 18%–20% year-over-year net sales growth (up from 12%–14% previously).
The strong report triggered immediate positive analyst revisions.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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