Stocks highlights: Elf Beauty (ELF)
Intrinsic value(DCF, operating CF) : 146USD
TA: Base formed and a strong up break post earnings and very strong growth stock with 40%+ revenue growth
rec to put max 10% into portfolio
AI Earnings report summary:
Based on the financial report, the key growth drivers for e.l.f. Beauty are:
1. Consistent category-leading growth: The company has delivered 40% net sales growth in Q2, fueled by 195 basis points of market share gains in the U.S. and 91% net sales growth internationally.
2. Strength in both retailer and e-commerce channels: The company has seen strength in both its retailer and e-commerce channels, driving growth in net sales.
3. International expansion: The company has seen significant growth in international markets, with 91% net sales growth in Q2.
The area of concern is:
1. Increased SG&A expenses: The company's SG&A expenses increased by $74.0 million to $186.1 million, or 62% of net sales, primarily due to an increase in marketing and digital spend, compensation, and other expenses. This increase may put pressure on the company's profitability.
Intrinsic value(DCF, operating CF) : 146USD
TA: Base formed and a strong up break post earnings and very strong growth stock with 40%+ revenue growth
rec to put max 10% into portfolio
AI Earnings report summary:
Based on the financial report, the key growth drivers for e.l.f. Beauty are:
1. Consistent category-leading growth: The company has delivered 40% net sales growth in Q2, fueled by 195 basis points of market share gains in the U.S. and 91% net sales growth internationally.
2. Strength in both retailer and e-commerce channels: The company has seen strength in both its retailer and e-commerce channels, driving growth in net sales.
3. International expansion: The company has seen significant growth in international markets, with 91% net sales growth in Q2.
The area of concern is:
1. Increased SG&A expenses: The company's SG&A expenses increased by $74.0 million to $186.1 million, or 62% of net sales, primarily due to an increase in marketing and digital spend, compensation, and other expenses. This increase may put pressure on the company's profitability.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.