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    Susan Anderson • Canaccord Genuity

    Susan Anderson's questions to Coty Inc (COTY) leadership

    Susan Anderson's questions to Coty Inc (COTY) leadership • Q4 2025

    Question

    Susan Anderson asked about the performance of the prestige portfolio excluding fragrances, upcoming innovation in prestige cosmetics and skincare, and how Coty is navigating the heightened promotional environment in both mass and prestige.

    Answer

    CEO Sue Nabi stated that prestige performance was impacted by a slowdown in Asia related to resellers, but skincare brand Lancaster is growing strongly in China. CFO Laurent Mercier addressed promotions by stating Coty is managing cautiously, using strategic revenue management and new formats like pen sprays to avoid deep discounting. Nabi added that Coty is focusing on the fastest-growing parts of the fragrance market (niche and affordable mists) to offer value without diluting brand equity.

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    Susan Anderson's questions to Coty Inc (COTY) leadership • Q3 2025

    Question

    Susan Anderson from Canaccord Genuity Group Inc. inquired about the Consumer Beauty business, including the strategy to rebalance resources for profit, the future of the CoverGirl brand, the promotional environment in mass cosmetics, and the relative performance of international brands like Rimmel.

    Answer

    CEO Sue Nabi detailed a strategy to pivot resources from the under-pressure color cosmetics category towards the faster-growing and more profitable mass fragrance category. She highlighted the success of Rimmel in the U.K. as a playbook for combining prestige-inspired innovation with influencer marketing. CFO Laurent Mercier added that the company is protecting its brands from heavy promotions through strategic revenue management.

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    Susan Anderson's questions to Coty Inc (COTY) leadership • Q2 2025

    Question

    Susan Anderson of Canaccord Genuity asked about the company's pricing plans for fiscal '25, especially given the higher FX impact, and the expected balance between pricing and units.

    Answer

    CFO Laurent Mercier stated that with inflation slowing, future price increases will be more moderate, in the low single-digit range. He emphasized that the company retains pricing power due to innovation and technology, particularly in the fragrance category. The company continues to monitor elasticity to ensure pricing actions do not negatively impact volumes, citing fragrance as a category where they have successfully managed this balance.

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    Susan Anderson's questions to Olaplex Holdings Inc (OLPX) leadership

    Susan Anderson's questions to Olaplex Holdings Inc (OLPX) leadership • Q2 2025

    Question

    Susan Anderson of Canaccord Genuity Group Inc. inquired about the drivers of the forecasted Q3 sales decline, specifically its concentration in the specialty retail channel, and followed up on the promotional environment for the second half of the year.

    Answer

    COO & CFO Catherine Dunleavy explained the Q3/Q4 sales timing shift is intentional to better align with customer demand, citing headwinds in DTC post-Q2 events, a more even split of holiday shipments in retail, and a Q4 benefit in the Pro channel from Black Friday participation. CEO Amanda Baldwin added that the promotional strategy is not about increasing frequency but being more strategic, focusing on key 'tentpole' moments and supporting the professional channel.

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    Susan Anderson's questions to Olaplex Holdings Inc (OLPX) leadership • Q1 2025

    Question

    Susan Anderson asked for details on the strong performance in the specialty retail channel, questioning the balance of sell-in versus sell-out and the health of retail inventory levels. She also inquired about consumer reception to the new brand refresh.

    Answer

    CEO Amanda Baldwin confirmed that inventory levels with retail partners are healthy and attributed the channel's strong performance to retailers' enthusiasm for Olaplex's strategic vision and innovation pipeline. She added that the brand refresh has been very well received. CFO Catherine Dunleavy noted that Q1 2025 sell-through improved year-over-year and is expected to continue improving as marketing ramps up.

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    Susan Anderson's questions to Olaplex Holdings Inc (OLPX) leadership • Q4 2024

    Question

    Susan Anderson inquired about OLAPLEX's commitment to the professional channel amidst rising competition, the drivers of its sales decline, and the strategy to stabilize it. She also asked for details on the international distributor rationalization and its expected impact on 2025 sales.

    Answer

    CEO Amanda Baldwin affirmed the professional channel's importance as both a sales and marketing engine, outlining a strategy focused on superior products, education, and community building. Regarding international markets, she described a methodical, country-by-country process to strengthen partnerships rather than just reduce them. COO & CFO Catherine Dunleavy added that North America is expected to lead 2025 performance while the international transformation continues.

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    Susan Anderson's questions to Prestige Consumer Healthcare Inc (PBH) leadership

    Susan Anderson's questions to Prestige Consumer Healthcare Inc (PBH) leadership • Q1 2026

    Question

    Susan Anderson of Canaccord Genuity Group inquired about the financial impact of the Pillar five acquisition on margins and the resulting internal manufacturing mix for eye care. She also asked about the drivers of the full-year gross margin guidance, expectations for the cough/cold season, channel inventory levels, and the ongoing recovery of the Summer's Eve brand.

    Answer

    CFO & COO Christine Sacco stated the Pillar five acquisition is expected to be neutral to the P&L and gross margin, with the company not disclosing the specific internal manufacturing percentage. She affirmed the full-year gross margin guide of 56.5%, supported by a variable cost model and a reduced tariff outlook, and noted that cough/cold expectations remain unchanged. Sacco also confirmed that channel inventories are not inflated. Chairman, President & CEO Ron Lombardi added that the Women's Health segment grew in the quarter, indicating strong momentum for Summer's Eve.

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    Susan Anderson's questions to Prestige Consumer Healthcare Inc (PBH) leadership • Q4 2025

    Question

    Susan Anderson inquired about the growth outlook for the Women's Health brands (Summer's Eve and Monistat), the inventory and shipment forecast for the cough/cold category, and the company's capital allocation priorities given its reduced leverage.

    Answer

    Chairman, President & CEO Ron Lombardi expressed confidence in the Women's Health franchise, citing a return to growth for Summer's Eve in FY25 driven by new products and expecting this to continue. He projected flat shipments for the cough/cold category in FY26. CFO & COO Christine Sacco reiterated that the capital allocation strategy remains a balanced approach with a preference for M&A, supplemented by share repurchases and building cash to maintain flexibility for acquisitions.

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    Susan Anderson's questions to Prestige Consumer Healthcare Inc (PBH) leadership • Q3 2025

    Question

    Susan Anderson asked about the impact of the weak cough and cold season on Q4, whether retail inventory levels in the category are high, and the company's potential exposure to new tariffs from China, Mexico, Canada, and Europe.

    Answer

    CEO Ron Lombardi explained that the cough/cold category is not a significant part of the portfolio and that retailers appear to be reducing inventory rather than reordering, minimizing any Q4 impact. CFO and COO Christine Sacco added that the company is monitoring potential tariffs but feels its diversified supply base and U.S.-centric manufacturing provide a strategic advantage to manage any new costs.

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    Susan Anderson's questions to Prestige Consumer Healthcare Inc (PBH) leadership • Q2 2025

    Question

    Susan Anderson asked about the performance and competitive landscape of the international business, particularly the Hydralyte brand in Australia. She also inquired about the company's capital allocation strategy between share repurchases and M&A, and whether the U.S. promotional environment is becoming more competitive.

    Answer

    CFO Christine Sacco explained that the International segment's 5% growth was driven by strong, double-digit consumption growth for Hydralyte, which maintains a dominant market share in Australia despite new entrants. She also noted strong performance in other regions like Latin America. Regarding capital allocation, Sacco confirmed a balanced approach of debt reduction, opportunistic share buybacks ($38M YTD), and a preference for M&A, supported by strong cash flow and a leverage ratio of 2.7x. CEO Ron Lombardi added that Prestige is not seeing increased promotional pressure in the U.S. because its incident-based products did not experience the same level of price inflation as other consumer categories.

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    Susan Anderson's questions to Interparfums Inc (IPAR) leadership

    Susan Anderson's questions to Interparfums Inc (IPAR) leadership • Q2 2025

    Question

    Susan Anderson asked for clarification on whether tariff uncertainty was a direct cause for retailers pulling back on orders and questioned the company's capacity to add more brands to its portfolio following recent acquisitions like Longchamp.

    Answer

    Chairman & CEO Jean Madar clarified that reduced ordering was not a direct result of tariffs but rather part of a broader trend of prudence amid general market uncertainty. Regarding the brand portfolio, Madar affirmed that Inter Parfums definitely has the capacity to take on more brands, viewing new licenses like Longchamp as complementary and part of an ongoing strategy to diversify and edit the portfolio over time.

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    Susan Anderson's questions to Interparfums Inc (IPAR) leadership • Q1 2025

    Question

    Susan Anderson inquired about the U.S. business, asking for color on retailer destocking and the drivers behind North American growth. She also asked about global consumer fragrance trends, particularly in Europe and Asia.

    Answer

    CFO Michel Atwood stated that significant retailer destocking in the U.S. has abated and there is no major disconnect between sell-in and sell-out. He noted that while the U.S. market was slightly down in Q1, Interparfums gained moderate share. CEO Jean Madar added that globally, the fragrance market is still growing but at a slower pace than last year, with Europe facing challenges while Asia shows mixed results.

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    Susan Anderson's questions to Interparfums Inc (IPAR) leadership • Q4 2024

    Question

    Susan Anderson of Canaccord Genuity inquired about the 2025 performance outlook for top brands versus new launches and asked about early 2025 consumer trends and the sell-in/sell-out dynamic.

    Answer

    Executive Michel Atwood projected that brands with major innovation, such as GUESS, Ferragamo, and Lacoste, will see disproportionate growth in 2025. He expects more moderate growth from larger brands like Jimmy Choo and Coach, which have flanker launches planned. Executive Jean Madar confirmed the 4% growth target for 2025 will be achieved without increased promotions and projected that growth will be weighted towards the second half of the year. Michel Atwood added that the sell-in/sell-out gap has normalized and key consumer trends, like male adoption of fragrances, remain strong.

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    Susan Anderson's questions to Perrigo Company PLC (PRGO) leadership

    Susan Anderson's questions to Perrigo Company PLC (PRGO) leadership • Q2 2025

    Question

    Susan Anderson of Canaccord Genuity Group Inc. asked about the company's strategic pricing plans to offset tariffs, the pace of consumer trade-down to private label, the primary drivers of the expected back-half revenue growth, and the performance and long-term outlook for Opill.

    Answer

    EVP & CFO Eduardo Bezerra stated that pricing actions and supply chain initiatives are on track to fully offset tariff impacts. President & CEO Patrick Taylor confirmed an acceleration in consumers moving to store brands, which he views as a long-term benefit. He detailed that second-half growth will be driven ~75% by OTC wins and ~25% by nutrition. He also provided a positive update on Opill, citing a 55% repeat rate and plans for brand extensions.

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    Susan Anderson's questions to Perrigo Company PLC (PRGO) leadership • Q1 2025

    Question

    Susan Anderson inquired about contract manufacturing opportunities in infant formula, the drivers of organic sales performance across categories like Cold/Cough and Digestive Health, and the full-year gross margin outlook after a strong Q1.

    Answer

    CEO Patrick Lockwood-Taylor confirmed an increase in contract manufacturing interest and noted the FDA is stepping up foreign inspections. He and CFO Eduardo Bezerra attributed digestive health softness to planned distribution losses, which were offset by other category strengths. Bezerra reaffirmed the full-year gross margin target of 40%, explaining that Q1's outperformance was due to manufacturing efficiencies that may not repeat at the same level.

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    Susan Anderson's questions to Perrigo Company PLC (PRGO) leadership • Q3 2024

    Question

    Susan Anderson inquired about the recovery ramp for the Infant Nutrition business into Q4 and 2025, its associated margin profile, and the performance of the Opill launch, including its path to EPS accretion.

    Answer

    CFO Eduardo Bezerra explained that the infant formula recovery is on track for store brands but faces uncertainty in the contract business due to new market entrants. He noted margins should continue to improve in 2025. CEO Patrick Lockwood-Taylor added that Opill is gaining momentum with strong repeat rates but requires further optimization, while Bezerra confirmed it is gross margin accretive but not expected to be EPS accretive in the near term.

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    Susan Anderson's questions to Sally Beauty Holdings Inc (SBH) leadership

    Susan Anderson's questions to Sally Beauty Holdings Inc (SBH) leadership • Q3 2025

    Question

    Susan Anderson inquired about the recent acceleration in Sally Beauty store closures, the performance of renovated stores, shifts in consumer behavior between DIY and salon services, and requested quantification of the sales impact from the online education tool.

    Answer

    President & CEO Denise Paulonis clarified that the Q3 store closures were not a change in U.S. strategy but were concentrated in Europe due to a strategic exit from Spain. She noted that while it's early, the 20 refreshed stores are showing positive trends in basket growth and cross-shopping. Paulonis confirmed that consumer frugality is driving interest in DIY color, benefiting Sally, though it's offset by softness in ancillary categories like care. She quantified the success of the Licensed Colorist on Demand (LCOD) tool, stating it drives a 25% higher transaction value and one additional trip per year from engaged customers, directly contributing to sales growth.

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    Susan Anderson's questions to Sally Beauty Holdings Inc (SBH) leadership • Q2 2025

    Question

    Susan Anderson inquired about recent consumer spending behavior, asking if the company has observed a pullback, and questioned whether there is evidence of consumers trading down from professional salon services to do-it-yourself coloring.

    Answer

    President and CEO Denise Paulonis noted that after transitory issues in Jan/Feb, March brought more consumer anxiety amid tariff news, a trend reflected in the updated guidance. She confirmed there is no significant evidence of consumers trading down from professional services to DIY color, a shift that historically requires a major economic downturn. However, she did observe consumers looking to extend time between salon visits and seeking value and promotions across both business segments.

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    Susan Anderson's questions to Edgewell Personal Care Co (EPC) leadership

    Susan Anderson's questions to Edgewell Personal Care Co (EPC) leadership • Q3 2025

    Question

    Susan Anderson from Canaccord Genuity Group asked about the Sun Care business, specifically regarding Q4 replenishment expectations, channel inventory levels, and future innovation. She also inquired about competitive dynamics in Wet Shave and the performance of the Billie's Body Wash line.

    Answer

    COO Daniel Sullivan stated that Q4 Sun Care sales expectations are based on replenishment to meet mid-single-digit consumption growth and that channel inventories are in a good position. President and CEO Rod Little added that Hawaiian Tropic is performing strongly, and the team is focused on strengthening Banana Boat. Regarding Wet Shave, Little noted the women's category remains highly promotional but Edgewell is competing effectively. He acknowledged that Billie's Body Wash results were below expectations and are being re-evaluated, while emphasizing a renewed corporate priority to win in the global shave category.

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    Susan Anderson's questions to Edgewell Personal Care Co (EPC) leadership • Q1 2025

    Question

    Susan Anderson asked about the performance of the Billie Body line and its national expansion plans. She also inquired about updated capital allocation priorities, including the potential for M&A and acquiring other DTC brands.

    Answer

    COO Daniel Sullivan confirmed the national launch of Billie Body is underway with strong retailer support, particularly from Target. President and CEO Rod Little emphasized this expansion is built on the success of the core Billie shave business, which continues to gain significant share. On capital allocation, Sullivan noted that after prioritizing deleveraging, M&A will be an important part of their strategy, though valuation is a challenge. Little added that given the current stock price, share repurchases remain a highly attractive use of capital.

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    Susan Anderson's questions to Edgewell Personal Care Co (EPC) leadership • Q4 2024

    Question

    Susan Anderson of Canaccord Genuity asked about gross margin, questioning if any structural changes would impede a return to pre-pandemic levels in the mid-40s. She also requested a breakdown of the forecasted 115 basis points of COGS inflation for fiscal 2025.

    Answer

    COO and CFO Daniel Sullivan expressed confidence in the path back to pre-COVID margin levels, driven by strong productivity and pricing levers. He noted that for fiscal 2025, the inflationary picture is similar to 2024, with the 115 bps of COGS inflation driven by low single-digit increases in raw materials, mid-single-digit increases in labor, and deflation in warehousing and distribution. He stated that while inflation and FX are unpredictable variables, the company's performance demonstrates its ability to manage these pressures.

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    Susan Anderson's questions to Nature's Sunshine Products Inc (NATR) leadership

    Susan Anderson's questions to Nature's Sunshine Products Inc (NATR) leadership • Q2 2025

    Question

    Susan Anderson inquired about the North American core business, asking if it returned to growth and what specific field activation strategies drove its improvement. She also asked for a regional growth outlook for the second half, the drivers for expected gross margin improvement, and how new products like MarineGlow Collagen contribute to growth.

    Answer

    CEO Terrence Moorhead stated that while the total core business did not return to growth, it saw vast improvement from better field fundamentals, new talent, and enhanced sales support. For the second half, CFO Shane Jones projected low-to-mid single-digit growth for Asia Pacific and continued growth in Europe, with North America expected to accelerate to mid-single-digit growth. Jones also noted that gross margin should see modest improvement as FX headwinds abate. Moorhead concluded that new products are key for customer acquisition and building long-term momentum in high-growth categories.

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    Susan Anderson's questions to Nature's Sunshine Products Inc (NATR) leadership • Q1 2025

    Question

    Susan Anderson of Canaccord Genuity asked about the sustainability of strong growth in Europe and Asia and the strategy for revitalizing the North American practitioner channel. She also inquired about the expected balance between gross margin and SG&A for the remainder of 2025 and the cadence of the new share repurchase program.

    Answer

    CEO Terrence Moorehead credited strong fundamentals for growth in Asia and Europe but noted tougher comparisons are coming in H2 2025. CFO Shane Jones highlighted Japan's strong new customer growth. For North America, Moorehead detailed a strategy involving new leadership, a new digital toolkit, and enhanced marketing. Jones guided for modest gross margin improvement, quarterly SG&A of $40M-$42M, and aggressive opportunistic share repurchases.

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    Susan Anderson's questions to Nature's Sunshine Products Inc (NATR) leadership • Q4 2024

    Question

    Susan Anderson inquired about the key drivers behind the accelerated growth in the Asia Pacific region and its future outlook amidst macro pressures. She also asked for an update on the North American digital business upgrade, including the timeline and features of the new distributor toolkit, and questioned the potential financial impact of tariffs on raw materials.

    Answer

    CEO Terrence Moorehead attributed the 21% local currency growth in Asia to successful strategies involving consumer-friendly product bundles, the 'Subscribe & Thrive' program, and strong field incentives. He anticipates continued robust growth, though not at the 20%+ level. Regarding digital, Moorehead confirmed the core platform upgrade is largely complete and detailed a new AI-powered distributor toolkit with CRM and marketing features set to launch in late Q3 or early Q4 2025. On tariffs, CFO Shane Jones estimated a potential $2 million to $3 million full-year impact on gross margin from proposed tariffs, while noting the situation remains fluid.

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    Susan Anderson's questions to Nature's Sunshine Products Inc (NATR) leadership • Q3 2024

    Question

    Susan Anderson inquired about the updated full-year guidance, seeking a regional breakdown for the implied flat Q4 performance, and asked about the new consumer product packs in Asia and the performance of the Power line.

    Answer

    CFO Shane Jones provided the Q4 regional outlook, noting a timing pull-forward in Asia Pacific, continued weakness in China, stable results in Central Europe, and offsetting trends in North America's digital versus core business. CEO Terrence Moorehead explained the product strategy in Asia involved shifting from detox to vitality-focused packs to broaden appeal and drive repeat purchases. He also noted the Power line is seeing strong progress in Europe and near double-digit growth in North America, with plans to market it as a system in late 2025.

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    Susan Anderson's questions to Helen of Troy Ltd (HELE) leadership

    Susan Anderson's questions to Helen of Troy Ltd (HELE) leadership • Q1 2026

    Question

    Susan Anderson from Canaccord Genuity Group asked for color on the company's sell-through performance at retail compared to its sell-in, aiming to gauge underlying consumer response to the brands. She also questioned whether retail inventory levels were becoming too lean.

    Answer

    CEO Brian Grass reported that point-of-sale (POS) unit volume was up for 8 of 11 key brands, indicating positive underlying consumer demand, though dollar POS was down, which he attributed to consumer trade-down behavior. CFO Tracy Schuerman stated that retail inventory was 'pretty well balanced' post-Q1, with only a few areas being lean, and that the company has factored further retailer inventory adjustments into its Q2 forecast.

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    Susan Anderson's questions to Helen of Troy Ltd (HELE) leadership • Q4 2025

    Question

    Susan Anderson followed up on tariff mitigation, asking for a breakdown of the strategy between price increases and supplier cost savings. She also inquired about the company's China exposure including the Olive and June acquisition, and current consumer and retailer trends.

    Answer

    CFO Brian Grass explained that Olive and June has a mitigation plan to be cost-neutral or better. He refrained from detailing the specific mix of mitigation levers like pricing, citing too many variables, but affirmed all levers are meaningful. CEO Noel Geoffroy added that reducing marketing spend is a last resort and would be optimized using data analytics. Geoffroy also noted that while consumer softness is anticipated, the most immediate impact is from retailer order patterns, such as pausing direct imports, which is affecting Q1.

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    Susan Anderson's questions to Helen of Troy Ltd (HELE) leadership • Q3 2025

    Question

    Susan Anderson asked for a follow-up on the Beauty segment's liquid hair products, questioning if recent strength was broad-based across Drybar and Curlsmith and how new retail space for Drybar was performing. She also inquired about the drivers behind the quarterly increase in inventory and the state of inventory levels at retail.

    Answer

    CEO Noel Geoffroy clarified that Curlsmith continues to be a strong performer, while Drybar has pockets of strength in specific collections like Big Brew and Liquid Glass. CFO Brian Grass explained that company inventory is higher due to a strategic build for thermometry ahead of the illness season and to create a buffer for supplier transitions out of China. Consequently, Noel Geoffroy added that retailer inventory levels are highest in the Wellness category due to the weak season.

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    Susan Anderson's questions to Helen of Troy Ltd (HELE) leadership • Q2 2025

    Question

    Susan Anderson of Canaccord Genuity inquired about the company's expectations for consumer spending and the promotional environment during the holiday season. She also asked about the anticipated gross margin cadence for the third and fourth quarters.

    Answer

    CEO Noel Geoffroy anticipates that consumers will remain choosy and value-focused during the holidays. She noted that Helen of Troy plans to participate in key promotional events with a broader assortment but does not foresee major changes in the depth of discounts. CFO Brian Grass added that he expects gross margin to normalize and return to levels near or slightly above the prior year in the second half, with Q3 and Q4 performance being very similar to each other.

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    Susan Anderson's questions to Ulta Beauty Inc (ULTA) leadership

    Susan Anderson's questions to Ulta Beauty Inc (ULTA) leadership • Q1 2026

    Question

    Susan Anderson from Canaccord Genuity asked for an update on the newness and innovation pipeline for the remainder of the year, questioning if a continued ramp-up in new products is expected.

    Answer

    President & CEO Kecia Steelman confirmed that the company is pleased with the newness pipeline for Q2 and the second half of the year. She emphasized that the upcoming launches are well-balanced across all major categories and include a significant blend of brand exclusivity, which is a key part of their strategy to drive momentum and build on their market position.

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    Susan Anderson's questions to Ulta Beauty Inc (ULTA) leadership • Q2 2025

    Question

    Susan Anderson inquired if Ulta is seeing increased competition on the mass side of the business, in addition to prestige, and asked if the decline in the hair care category was primarily driven by prestige products.

    Answer

    CEO David Kimbell clarified that while the entire beauty category is competitive, the most significant pressure comes from the dramatic increase in prestige distribution points, which is why Ulta maintained its market share in mass. He confirmed the hair care category's decline was primarily due to a planned promotional shift of the 'Gorgeous Hair' event from Q2 into Q1, not a fundamental weakness in the business.

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    Susan Anderson's questions to elf Beauty Inc (ELF) leadership

    Susan Anderson's questions to elf Beauty Inc (ELF) leadership • Q4 2025

    Question

    Susan Anderson of Canaccord Genuity asked for clarification on why tariffs would impact Q1 results despite inventory builds, and inquired about new shelf space or international plans for the Naturium brand.

    Answer

    SVP & CFO Mandy Fields explained that some tariff impact will be felt in Q1 as certain essential products had to be shipped during the higher-tariff period, ahead of the August price increase. Chairman and CEO Tarang Amin added that Naturium's distribution is significantly expanding at Boots in the U.K., with other expansions to be discussed in the future.

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    Susan Anderson's questions to elf Beauty Inc (ELF) leadership • Q3 2025

    Question

    Susan Anderson asked for more color on Naturium's performance and its rollout to Ulta, and also inquired about the competitive landscape, including legacy brands and new entrants like K-Beauty.

    Answer

    CFO Mandy Fields stated that Naturium's performance is very pleasing, with continued growth, particularly at Ulta where the business is building week-over-week. Chairman and CEO Tarang Amin addressed competition by stating that while the category is always competitive, few brands can scale effectively. He emphasized that e.l.f.'s competitive moat is the integrated nature of its advantages, especially its unique ability to deliver prestige quality at accessible prices, which has not been replicated.

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    Susan Anderson's questions to elf Beauty Inc (ELF) leadership • Q2 2025

    Question

    Susan Anderson inquired about the innovation pipeline, particularly regarding core franchises after a quarter with less support, and asked for an update on inventory levels.

    Answer

    CEO Tarang Amin clarified that the tracked channel softness was due to cycling a 'perfect storm' of support for the Power Grip and Halo Glow franchises last year, not a lack of newness. He noted that spring 2025 innovation will focus on reanimating these core franchises. CFO Mandy Fields added that inventory levels are appropriate for supporting global demand and are expected to build in Q3 for spring launches before declining in Q4.

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