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Delivered a 7th consecutive year of industry-leading results with 25% net sales growth, marking 29 straight quarters of over 20% growth.

Successfully diversified the business through the Rhode and Naturium acquisitions, with non-e.l.f. brands now representing 30% of global consumption.

Attributed a recent moderation in core e.l.f. brand growth to a slower-than-expected start for Spring 2026 innovation and consumer sensitivity to previous price increases.

Identified a significant unit volume decline following a $1 price increase in August 2025, prompting a strategic pivot back toward aggressive value positioning.

Reduced the price of Halo Glow Skin Tint from $18 to $14 as a test, resulting in a 38% lift on Amazon and triple-digit gains on TikTok Shop.

Shifted supply chain strategy to reduce China dependency, with manufacturing outside of China increasing from 1% to over 45% in three years.

Appointed new leadership, including a President of e.l.f. Brands and a Chief Technology and AI Officer, to sharpen focus on brand scaling and digital transformation.

Projecting full-year net sales growth of 12% to 14%, with the Rhode acquisition expected to contribute approximately 9 percentage points to that growth.

Anticipating a high-single-digit organic sales decline in Q1 due to lapping a heavy shipping period, followed by a mid-teens rebound in Q2.

Fast-tracking new innovation originally planned for later periods to hit the market before the 2026 holiday season to revitalize core brand momentum.

Planning a major international expansion for Rhode, launching with Sephora across 19 European countries in September.

Assuming a 35% average tariff rate for the year, down from the 55% average faced in the prior fiscal year.

Divested the Keys Soulcare brand back to Alicia Keys to allow management to focus resources on the five core growth brands.

Flagged potential incremental cost headwinds of $15 to $20 million if oil prices remain around $100 per barrel due to Middle East conflict impacts.

Pursuing a $58.5 million refund on previously paid IEFA tariffs, which management intends to reinvest into consumer value and unit growth initiatives.

Noted that Rhode's transition into retail will likely offset gross margin benefits from lower tariffs and price increases, resulting in flat year-over-year margins.

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Management clarified that while Spring innovation was strong relative to the category, it failed to provide the typical 'halo effect' for core items.

Confirmed that Fall innovation is shipping within a month and will be supplemented by unplanned incremental launches before the holidays.

Management noted Rhode delivered over $500 million in global retail sales on an annualized basis and is currently the #1 beauty brand in Sephora North America.

Indicated that current guidance for Rhode is conservative, pending the results of the 19-country European rollout this fall.

Management explained that while the $1 price increase grew dollar share, it hurt unit velocity; they are now testing targeted price reductions to recover volume.

Stated that these pricing interventions and the 'unplanned' innovation are not yet baked into the formal FY 2027 guidance.

Management emphasized that e.l.f. remains 'dramatically underspaced' relative to its productivity compared to legacy peers.

Highlighted new 'highest vision' sets at Walmart as a key driver for future domestic share gains toward the 21% share level seen at Target.