Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
e.l.f. Beauty, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Perfumes, Cosmetics & Other Toilet Preparations
Prev close 96.76 · gapped above the open, then crossed back over prior close. High/low 98.25 at 9:30 am ET, 95.51 at 3:45 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of ELF revenue | Skew |
|---|---|---|---|
| TGTTarget | 0.36% | 23.00% | 64× |
| WMTWalmart | 0.04% | 16.00% | 436× |
| AMZNAmazon | 0.03% | 12.00% | 438× |
| ULTAUlta Beauty | 1.58% | 12.00% | 7.6× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
$376M relationship64× more of ELF’s book than TGT’s
basisELF fy2026 · closed 2026-03 $1.6BTGT fy2025 · closed 2026-01 $105B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001600033-25-000016cik 0001600033
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
$262M relationship436× more of ELF’s book than WMT’s
basisELF fy2026 · closed 2026-03 $1.6BWMT fy2026 · closed 2026-01 $713B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
$196M relationship438× more of ELF’s book than AMZN’s
basisELF fy2026 · closed 2026-03 $1.6BAMZN fy2025 · closed 2025-12 $717B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
$196M relationship7.6× more of ELF’s book than ULTA’s
basisELF fy2026 · closed 2026-03 $1.6BULTA fy2025 · closed 2026-01 $12.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Our largest customers, Target, Walmart, Amazon and Sephora, accounted for 18%, 13%, 11% and 10%, respectively, of our net sales in the fiscal year ended March 31, 2026.”
$164M relationship
basisELF fy2026 · closed 2026-03 $1.6B
FILING10-K0001600033-26-000020
“We accept payments from our consumers using a variety of methods, including online payments with credit cards and debit cards issued by major banks, payments made with gift cards processed by third-party providers and payment through third-party online payment platforms such as PayPal, Afterpay and Apple Pay.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“We accept payments from our consumers using a variety of methods, including online payments with credit cards and debit cards issued by major banks, payments made with gift cards processed by third-party providers and payment through third-party online payment platforms such as PayPal, Afterpay and Apple Pay.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“We are currently undertaking various technology upgrades and enhancements to support our business growth, including an implementation of SAP software to upgrade our platforms and systems worldwide.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“We accept payments from our consumers using a variety of methods, including online payments with credit cards and debit cards issued by major banks, payments made with gift cards processed by third-party providers and payment through third-party online payment platforms such as PayPal, Afterpay and Apple Pay.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033
“Our products are also available at other e-commerce sites, such as Amazon and TikTok Shop, making our products widely accessible to our consumers.”
FILING10-K0001600033-26-000020cik 0001600033
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001600033-25-000016cik 0001600033
FILING10-K0001600033-25-000016cik 0001600033
FILING10-K0001600033-25-000016cik 0001600033
e.l.f. Beauty, Inc. has 12 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either e.l.f. Beauty, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
ELF (e.l.f. Beauty, Inc.) has 12 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: PINS −4.32%, in cloud.