e.l.f. Beauty Files Q2 2024 10-Q

Ticker: ELF · Form: 10-Q · Filed: 2024-11-07T00:00:00.000Z

Sentiment: neutral

Topics: 10-Q, financials, cosmetics

TL;DR

ELF Q2 24 10-Q filed. Financials out.

AI Summary

e.l.f. Beauty, Inc. filed its 10-Q for the period ending September 30, 2024. The company reported its financial performance and position, including details on assets, liabilities, and equity. Specific financial figures and operational highlights for the quarter are detailed within the filing.

Why It Matters

This filing provides investors with a detailed look at e.l.f. Beauty's financial health and operational performance during the second quarter of fiscal year 2024, impacting investment decisions.

Risk Assessment

Risk Level: low — This is a routine quarterly financial filing with no immediate red flags.

Key Numbers

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The reporting period for this 10-Q filing is the quarter ended September 30, 2024.

When was this 10-Q filed with the SEC?

This 10-Q was filed on November 7, 2024.

What was the company's former name?

The company's former name was J.A. Cosmetics Holdings, Inc.

What is the Standard Industrial Classification (SIC) code for e.l.f. Beauty, Inc.?

The SIC code for e.l.f. Beauty, Inc. is 2844, which corresponds to Perfumes, Cosmetics & Other Toilet Preparations.

In which state was e.l.f. Beauty, Inc. incorporated?

e.l.f. Beauty, Inc. was incorporated in Delaware (DE).

Filing Stats: 4,430 words · 18 min read · ~15 pages · Grade level 14 · Accepted 2024-11-07 16:03:01

Key Financial Figures

Filing Documents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION 5

Financial statements (unaudited)

Item 1. Financial statements (unaudited) 5 Condensed consolidated balance sheets 5 Condensed consolidated statements of operations 6 Condensed consolidated statements of comprehensive income 7 Condensed consolidated statements of stockholders' equity 8 Condensed consolidated statements of cash flows 10 Notes to condensed consolidated financial statements (unaudited) 11

Management's discussion and analysis of financial condition and results of operations

Item 2. Management's discussion and analysis of financial condition and results of operations 22

Quantitative and qualitative disclosures about market risk

Item 3. Quantitative and qualitative disclosures about market risk 28

Controls and procedures

Item 4. Controls and procedures 28

OTHER INFORMATION

PART II. OTHER INFORMATION 29

Legal proceedings

Item 1. Legal proceedings 29

Risk factors

Item 1A. Risk factors 29

Unregistered sales of equity securities and use of proceeds

Item 2. Unregistered sales of equity securities and use of proceeds 58

Defaults upon senior securities

Item 3. Defaults upon senior securities 58

Mine safety disclosures

Item 4. Mine safety disclosures 58

Other information

Item 5. Other information 58

Exhibits

Item 6. Exhibits 59

SIGNATURES

SIGNATURES 60 4 Table of Contents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial statements (unaudited)

Item 1. Financial statements (unaudited) e.l.f. Beauty, Inc. and subsidiaries Condensed consolidated balance sheets (unaudited) (in thousands, except share and per share data) September 30, 2024 March 31, 2024 September 30, 2023 Assets Current assets: Cash and cash equivalents $ 96,768 $ 108,183 $ 167,763 Accounts receivable, net 146,559 123,797 86,683 Inventory, net 238,798 191,489 147,228 Prepaid expenses and other current assets 71,914 53,608 33,772 Total current assets 554,039 477,077 435,446 Property and equipment, net 15,563 13,974 7,624 Intangible assets, net 216,396 225,094 73,986 Goodwill 340,582 340,600 171,620 Other assets 110,435 72,502 58,260 Total assets $ 1,237,015 $ 1,129,247 $ 746,936 Liabilities and stockholders' equity Current liabilities: Current portion of long-term debt $ 100,250 $ 100,307 $ 5,228 Accounts payable 93,617 81,075 63,736 Accrued expenses and other current liabilities 117,030 117,733 83,407 Total current liabilities 310,897 299,115 152,371 Long-term debt 156,648 161,819 57,735 Deferred tax liabilities 4,833 3,666 4,901 Long-term operating lease obligations 36,176 21,459 14,559 Other long-term liabilities 766 616 942 Total liabilities 509,320 486,675 230,508 Commitments and contingencies (Note 7) Stockholders' equity: Common stock, par value of $ 0.01 per share; 250,000,000 shares authorized as of September 30, 2024, March 31, 2024 and September 30, 2023; 56,331,038 , 55,583,660 and 54,621,561 shares issued and outstanding as of September 30, 2024, March 31, 2024 and September 30, 2023, respectively 562 555 545 Additional paid-in capital 954,455 936,403 851,634 Accumulated other comprehensive income (loss) 439 ( 50 ) — Accumulated deficit ( 227,761 ) ( 294,336 ) ( 335,751 ) Total stockholders' equity 727,695 642,572 516,428 Total liabilities and stockholders' equity $ 1,237,015 $ 1,129,247 $ 746,936 The accompanying notes are an integral part of these condensed consolidated financial st

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