e.l.f. Beauty, Inc. · Brief

Next report

4 days

Nov 4 · after closeest.Q2 FY27

Expected move

±9.8%implied · report alone

100.69122.69

straddle ±11.0%

spot 111.69exp Nov 6ATM strike 112ATM straddle 14.50IV 117%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q1 FY27—▲+6.88%—

quarterimplied−10%0+10%realized×

Q1 FY27—▲+6.88%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · est.

Bull2

10.00%share of revenue from the largest disclosed customer SephoraSEC filings

439managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

3tracked funds holding the companyN-PORT · Jul 31 '26

0.12%share of assets in the largest tracked fundN-PORT · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

ELF report session

No linked exposure.

Oct 22impliedImplied move: ±12.4% into Nov 4 earnings (Oct 22 close).Source

Oct 16impliedImplied move: ±12.5% into Oct 30 earnings (Oct 16 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.