e.l.f. Beauty, Inc. (ELF) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

SA Transcripts158.51K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call e.l.f. Beauty, Inc. (ELF) Consumer Analyst Group of New York Conference 2026 February 19, 2026 4:00 PM EST Company Participants Tarang Amin - Chairman, CEO & PresidentKory Marchisotto - Senior VP, Chief Marketing Officer & President of Keys SoulcareMandy Fields - Senior VP & CFO Conference Call Participants Olivia Tong Cheang - CGS International Presentation Olivia Tong CheangCGS International Good afternoon, everyone. It's my pleasure to welcome e.l.f. Beauty back to CAGNY. They are a category disruptor in beauty, owning the #1 brand by unit share in U.S. color cosmetics and 3 of the fastest-growing skin care brands. The company has been busy since the last time they were on the CAGNY stage. They continue to drive share gains on the core e.l.f. brand, and they also acquired the Rhode brand last year, which has quickly catapulted to becoming the #1 brand in Sephora North America and has seen record-breaking launches in the U.K. and Australia. E.l.f. has significant runway for growth ahead, both domestically and internationally across its portfolio of brands, and we look forward to hearing more about their growth initiatives in today's presentation. We always appreciate how they help us CAGNY members look like our best selves and hope you have a chance to stop by the breakfast e.l.f. is sponsoring tomorrow morning. Thank you for the breakfast. Without further ado, I'd like to introduce Chairman and CEO, Tarang Amin; CFO, Mandy Fields; and CMO, Kory Marchisotto. Tarang, the floor is yours. Tarang AminChairman, CEO & President Thank you, Olivia. It's a pleasure to be here. Joining me today on the stage are going to be Mandy Fields and Kory Marchisotto. Now let's get the legal disclaimers out of the way. We're known -- this is the third time we're presenting at CAGNY, and we're known to put on a pretty good