e.l.f. Beauty’s glow fades on weak guidance
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 7 February 2025
⏱️ 6 minutes
🧾️ Download transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Good morning. Today is Friday, February 7th. I'm Julie Morgan. Elf Beauty plunges more than 20%. |
| 0:16.0 | Amazon is down as well in pre-market action, and Nicola is reportedly on the verge of a major decision. |
| 0:24.1 | Elf Beauty is down 27% pre-market after the company missed profit estimates and guided full-year revenue and EPS below consensus expectations. |
| 0:35.1 | Chief Financial Officer Mandy Field says the company is taking a prudent approach |
| 0:39.7 | to its guidance due to soft trends in January. Fields said their updated outlook for fiscal 2025 reflects |
| 0:47.6 | an expected 27 to 28% year-over-year increase in net sales, as compared to an expected 28 to 30 percent increase |
| 0:56.8 | previously. During a media interview, the CEO pointed to TikTok confusion as a negative factor in January. |
| 1:04.6 | Fiscal year 2025 guidance for net sales, adjusted EBAA, adjusted net income, and adjusted EPS were all lowered due to the |
| 1:13.3 | slow start to 2025. However, elf management believes the company is still in the early |
| 1:19.1 | innings of unlocking the white space that it sees across the digital, color cosmetics, |
| 1:24.8 | skin care, and international parts of the business. |
| 1:28.9 | Despite a top and bottom line beat and AWS revenue in line with expectations, |
| 1:34.8 | shares of Amazon are lower in pre-market trading. |
| 1:38.0 | For the final quarter of the year, Amazon beat on most metrics, |
| 1:41.9 | including a 61% surge in operating income, underscoring the company's successful |
| 1:47.5 | attempt to rein in costs, resulting in a profit of $1.86 per share, beating the estimated $1.488. |
| 1:56.7 | Additionally, Amazon Web Services, the company's cloud platform, which generates most of Amazon's profits, showed a 19% increase in revenue to $28.8 billion, and encouraging development considering underwhelming results from Google and Microsoft. |
| 2:14.4 | Net income improved 48% to $10.6 billion. Subscription services sales increase 9.7% to |
| 2:22.7 | $11.51 billion, slightly below the $11.58 billion estimate. While the reported quarter results |
| 2:30.3 | were solid, the underwhelming outlook is what weighs on shares as the company projects |
| 2:35.6 | net sales for Q1 to be between 151 billion and 155.5 billion, representing growth of 5 to 9%, |
... |
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