e.l.f. Beauty, Inc.

ELF

"Acquired skincare brand Naturium for $355 million."

e.l.f. Beauty, Inc. logoBusiness Lines

e.l.f. Cosmetics

Key Metrics

Retail Sales, Market Share Growth

Growth Driver

Viral Brand Marketing & Price Point

Advantage

Price, Speed to Market, Brand Equity

Use Case Solved

Affordable, High-Quality Cosmetics

Market Position

#4 US Cosmetics Brand

Quantified Position

12% US market share

e.l.f. SKIN

Key Metrics

Retail Sales, Category Growth

Growth Driver

Expanding from cosmetics to skincare

Advantage

Leverages e.l.f. brand and distribution

Use Case Solved

Accessible skincare

Market Position

Growing skincare brand

Quantified Position

Key growth initiative

Naturium

Key Metrics

Acquired Revenue Growth

Growth Driver

Acquisition to enter new skincare segments

Advantage

Strong brand reputation in skincare

Use Case Solved

Clinically effective, accessible skincare

Market Position

Recently acquired brand

Quantified Position

$355M acquisition

Attributes

Fcf Yield Pct

2.7

Next Year Revenue Growth Pct

15-20

Subscription Revenue Pct

~0%

Marketing And Sales Pct

~25-30%

Capex Pct

<1%

Single Point Of Failure

A shift in consumer trends away from its low-cost, digital-first strategy.

Insider Ownership Pct

1.20%

Gross Margin Pct T T M

69.40%