Skip to contentHome page Seeking Alpha - Power to InvestorsTranscriptsNov. 15, 2025 3:11 AM ETe.l.f. Beauty, Inc. (ELF) StockELFSA Transcripts156.82K FollowersCommentse.l.f. Beauty, Inc. (ELF) Discusses Market Reaction to Q2 Results and Growth Drivers in U.S. Mass Beauty November 14, 2025 12:30 PM ESTCompany ParticipantsTarang Amin - Chairman, CEO & PresidentMandy Fields - Senior VP & CFOConference Call ParticipantsBonnie Herzog - Goldman Sachs Group, Inc., Research DivisionPresentationBonnie HerzogGoldman Sachs Group, Inc., Research DivisionGood afternoon, everyone. I'm Bonnie Herzog, Goldman Sachs beverage household and personal care, nicotine and C-store analyst. Joining us today is e.l.f.'s management team, including Chairman and CEO, Tarang Amin; and CFO, Mandy Fields.Now before we get started, I'm required to make certain disclosures and public appearances about Goldman Sachs relationships with companies that we discuss. The disclosure relates to investment banking relationships, compensation received or 1% or more ownership. We're prepared to read out aloud disclosures for any issuer upon request, however, these disclosures are available in our most recent reports available on our firm portals. Disclosures and updates are also available on the firm's public website.Now with that out of the way, it's my pleasure to welcome everyone to today's meeting. Thank you again, Tarang and Mandy, for your time.Question-and-Answer SessionBonnie HerzogGoldman Sachs Group, Inc., Research DivisionSo I wanted to kick things off, Tarang, first with you just in terms of your results last week and the market's reaction. I was hoping maybe you could talk about the pullback we saw in your stock price. And did you expect such a strong reaction to your F Q2 results?Tarang AminChairman, CEO & PresidentWell, it was a surprise. I would tell you the fundamentals of our business are good, and so we do feel it was an overreaction. In fact, it was such the overreaction that we did tap into our authorization and repurchased $50 million ofRead more current ELF analysis and newsView all earnings call transcriptsCommentsRecommended For YouTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.