e.l.f. Beauty, Inc. (ELF) Q1 2027 Earnings Call Transcript

e.l.f. Beauty, Inc. ( ELF ) Q1 2027 Earnings Call August 5, 2026 4:30 PM EDT Company Participants Kristina Casey Katten - Vice President of Investor Relations Tarang Amin - Chairman, CEO & President Mandy Fields - Senior VP & CFO Conference Call Participants Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Anna Lizzul - BofA Securities, Research Division Susan Anderson - Canaccord Genuity Corp., Research Division Cristian Rios Martinez - Bernstein Institutional Services LLC, Research Division Sydney Wagner - Jefferies LLC, Research Division Andrea Teixeira - JPMorgan Chase & Co, Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Peter Grom - UBS Investment Bank, Research Division Filippo Falorni - Citigroup Inc., Research Division Presentation Kristina Casey Katten Vice President of Investor Relations Thank you for joining us today to discuss e.l.f. Beauty's First Quarter fiscal '27 results. I'm KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer; and Mandy Fields, Senior Vice President and Chief Financial Officer. We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our website at investor.elfbeauty.com. Since many of our remarks today contain forward-looking statements, please refer to our earnings release and reports filed with the SEC, where you'll find factors that could cause actual results to differ materially from these forward-looking statements. In addition, the company's presentation today includes information presented on a non-GAAP basis. Our earnings release contains reconciliations of the differences between the non-GAAP presentation and the most directly comparable GAAP measure. With that, let me turn the webcast over to Tarang. Tarang Amin Chairman, CEO & President Thank you, KC, and good afternoon, everyone. I'm proud of the e.l.f. Beauty team for achieving another quarter of industry-leading results. In Q1, we grew net sales 36% and delivered our 30th consecutive quarter of