e.l.f. Beauty (ELF) plunges as tariff hit and soft FY‑2026 outlook overshadow Rhode boost: what to know today (Nov. 6, 2025)
What happened e.l.f. Beauty’s stock is tumbling today after the company’s fiscal Q2 print and FY‑2026 guidance underwhelmed investors. In last night’s release, management guided to $1.55–$1.57 billion in sales and $2.80–$2.85 adjusted EPS for FY‑2026, short of consensus (~$1.65B and ~$3.58). The outlook reflects a step‑down in profitability as U.S. import tariffs lift costs and growth in the core e.l.f. brand moderates versus last year’s blockbuster product cycle. Shares fell as much as ~26% after hours Wednesday and were still sharply lower in early Thursday trading. Elf Beauty Investor+1 By the numbers (Q2 FY‑2026) Guidance snapshot vs. last year
