Zacks Investment Research
29 Jun 2026, 13:46 UTC · 2h ago
ELF Stock Outlook Hinges on Rhode Growth and Core Brand Reset in 2027
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
29 Jun 2026, 13:46 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Rhode generated over $390 million in net sales in fiscal 2026, representing more than 80% year-over-year growth. — Rapid hyper-growth in a key portfolio brand provides a strong catalyst for top-line expansion.
+0.60e.l.f. Beauty's flagship brand has experienced a moderation in global consumption. — Slowing momentum in the core brand creates a headwind that new product lines must offset to maintain growth.
-0.40Non-e.l.f. brands have increased their share of global consumption from 0% to 30% over the last three years. — Diversification reduces dependency on a single product cycle and lowers the overall risk profile.
+0.30Continue reading
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Rhode is currently available in less than 20% of Sephora's global stores, indicating significant remaining distribution headroom. — Under-penetrated distribution channels suggest a clear path for continued inorganic revenue growth.
Which stocks this story touches
Positive growth catalysts from Rhode and international expansion are offset by slowing momentum in the flagship brand.
Mentioned only as a benchmark for the prestige beauty industry.
Mentioned as a central retailer in the beauty ecosystem without a specific sentiment driver.
[mutual] The article identifies Estee Lauder as a relevant benchmark for e.l.f. Beauty in the prestige beauty market.
[mutual] Ulta Beauty is described as a specialty retailer that connects consumers with brands like those in e.l.f.'s portfolio.
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