E.l.f. Beauty is set to report its fiscal Q1 2026 earnings, providing insight into the company’s ability to navigate the impact of new US tariffs on its products. The tariffs, implemented in mid-2025, have put pressure on input costs due to roughly 75% of e.l.f.’s products being sourced from China.
To mitigate the effect, management raised prices by $1 across select items in Q4 2025. The Q1 earnings report will offer a first look at whether consumers are absorbing this price increase and how it’s affecting volumes.
Beyond tariffs, analysts focus on viral growth and global execution. e.l.f.’s success depends on sustaining unit growth and profitability, particularly in markets like India and the UK. With valuation still elevated, margin clarity and pricing elasticity will play a crucial role in shaping investor perceptions of Q1 results.
Source: https://www.tradingview.com/news/gurufocus:28fa9cc74094b:0-can-e-l-f-keep-margins-pretty-despite-tariffs