Does e.l.f. Beauty’s (ELF) New Director and Buyback Reset Its Capital Allocation Narrative?

Simply Wall St.02-20

In February 2026, e.l.f. Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also ...

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Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-elf/elf-beauty/news/does-elf-beautys-elf-new-director-and-buyback-reset-its-capi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does e.l.f. 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Beauty’s (ELF) New Director and Buyback Reset Its Capital Allocation Narrative?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-20 05:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/household/nyse-elf/elf-beauty/news/does-elf-beautys-elf-new-director-and-buyback-reset-its-capi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In February 2026, e.l.f. Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-elf/elf-beauty/news/does-elf-beautys-elf-new-director-and-buyback-reset-its-capi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0979878070.USD","symbol_name":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/household/nyse-elf/elf-beauty/news/does-elf-beautys-elf-new-director-and-buyback-reset-its-capi","article_id":"2612523181","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5221000-choice2-main-header/1585186851278"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/household/nyse-elf/elf-beauty/news/does-elf-beautys-elf-new-director-and-buyback-reset-its-capi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612523181","pubTimestamp":1771536975,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In February 2026, e.l.f. Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also completing a US$100.53 million share repurchase program covering 1,587,303 shares announced in August 2024.\nThis combination of adding an experienced operator with deep finance and consumer-brand expertise and returning capital through buybacks could influence how investors assess e.l.f.’s governance...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4183":"个人用品","BK4588":"碎股","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4585":"ETF&股票定投概念","ELF":"e.l.f. Beauty Inc.","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0566484027.USD":"安本美国小盘成长股"},"translate_title":"e.l.f.Beauty(ELF)新任董事和回购重置其资本配置叙事？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ELF":1.5},"content_text":"In February 2026, e.l.f. Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also completing a US$100.53 million share repurchase program covering 1,587,303 shares announced in August 2024. This combination of adding an experienced operator with deep finance and consumer-brand expertise and returning capital through buybacks could influence how investors assess e.l.f.’s governance quality and capital allocation discipline. Now we’ll examine how Farrell’s board appointment and the completed buyback might reshape e.l.f. Beauty’s investment narrative around growth and risk. Find 53 companies with promising cash flow potential yet trading below their fair value.Advertisemente.l.f. Beauty Investment Narrative RecapTo own e.l.f. Beauty, you need to believe its Gen Z focused brand, multi-brand portfolio, and international expansion can keep driving growth while margins hold up against tariffs and rising costs. Right now, the key near term catalyst is continued sales and profit execution, including Rhode’s performance, while the biggest risk remains margin pressure from tariffs and elevated spending. Farrell’s appointment and the completed US$100.53 million buyback do not materially change those near term drivers. The Farrell board appointment is most relevant when viewed alongside e.l.f.’s recent “beat and raise” quarter, where management lifted fiscal 2026 net sales guidance to US$1.60–1.61 billion. Strong reported execution and upgraded guidance put more focus on how effectively the board oversees capital allocation, integration of Rhode, and cost discipline. Farrell’s deep consumer and finance background may influence how confidently some shareholders view that oversight if growth or margins become harder to sustain. Yet behind the recent earnings strength, investors should be aware that tariff and China supply chain exposure could... Read the full narrative on e.l.f. Beauty (it's free!)e.l.f. Beauty's narrative projects $2.3 billion revenue and $294.5 million earnings by 2028. This requires 19.1% yearly revenue growth and about a $196.7 million earnings increase from $97.8 million today.Uncover how e.l.f. Beauty's forecasts yield a $113.77 fair value, a 29% upside to its current price.Exploring Other PerspectivesELF 1-Year Stock Price Chart Some of the lowest ranked analysts were already assuming roughly US$2.2 billion of revenue and US$288 million of earnings by 2028, yet still saw downside risk. If you worry, for example, that rising AI driven personalization could pressure e.l.f.’s mass value model, this board appointment and buyback might not fully ease those concerns, and both the upbeat and bearish narratives may need a fresh look after the dust settles.Explore 13 other fair value estimates on e.l.f. Beauty - why the stock might be worth 43% less than the current price!The Verdict Is YoursDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your e.l.f. Beauty research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free e.l.f. Beauty research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate e.l.f. Beauty's overall financial health at a glance.No Opportunity In e.l.f. Beauty?Our top stock finds are flying under the radar-for now. Get in early:AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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