NYSE · Consumer Discretionary

e.l.f. Beauty ELF

e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. The company offers eye, lip, face, and skin care products. It offers products under the e.l.f.

Package Goods/Cosmetics

Company profile

Business mix

  • It offers products under the e.l.f. Cosmetics, e.l.f.
  • Skin, Well People, Naturium, and Rhode brand names. The company sells its products through national and international retailers and direct-to-consumer through its e-commerce channel.
  • The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f.
  • Beauty, Inc. was founded in 2004 and is headquartered in Oakland, California.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 112.66 FCF 6.45% Buyback -1.73%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.4% $435.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $35.3M Estimated from net reduced shares
Net share change / base shares -7.5% -582,766 / 7,770,771
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -5.4% 13F value change +$6.7M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.3% 13F value change -$427.9M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 0.1% 13F value change -$110.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 7,770,771 Last 3 periods -582,766 (-7.5%) Total shares 7,188,005 Value $435.7M

Recent mentions

No public mentions.