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Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers
The Wall Street Journal24d agobearish
Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers

Beauty, Walmart and Tractor Supply are funding price cuts with refund payments due to them after the Supreme Court earlier this year struck down President Trump’s global tariffs. The price cuts are aimed at boosting sales at a time when many consumers are looking for value, stretched thin from years of rising costs. Tariff refunds are also helping companies protect their profit margins amid a spike in inflation.

What a Family Business Taught e.l.f. Beauty’s CEO
The Wall Street Journal45d agoneutral
What a Family Business Taught e.l.f. Beauty’s CEO

Conventional wisdom would say no. But over the last 12 years, e.l.f. Beauty CEO Tarang Amin has done it, and on this week’s episode of WSJ Leadership Institute Presents: Leaders, he shares how. “Everything I know about cash flow, economic profit, how you treat people, really came from those early days building up our family business like that,” Tarang told me.

e.l.f. Beauty Q1 Earnings Call Highlights
MarketBeat47d agoneutral
e.l.f. Beauty Q1 Earnings Call Highlights

e.l.f. Beauty (NYSE:ELF) reported first-quarter fiscal 2027 net sales growth of 36%, marking its 30th consecutive quarter of sales growth, as strong performance from Rhode and international markets helped offset a decline in organic unit volumes. Chairman and Chief Executive Officer Tarang Amin sai

Elf Beauty Expands Into Hair Care Products
Bloomberg49d agoneutralVIDEO
Elf Beauty Expands Into Hair Care Products

Elf Beauty Chief Executive Officer Tarang Amin says the company is excited about expanding into hair care products. It launched a new partnership with Target in June. Amin talks about that and the latest earnings report on "Bloomberg The Close."

Why e.l.f. & Estée Lauder benefit from inflation
Yahoo Finance Video56d agoneutralVIDEO
Why e.l.f. & Estée Lauder benefit from inflation

Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.

e.l.f. Beauty Q4 Earnings Call Highlights
MarketBeat126d agoneutral
e.l.f. Beauty Q4 Earnings Call Highlights

e.l.f. Beauty (NYSE:ELF) reported what executives described as a seventh consecutive year of “industry-leading” results, with fiscal 2026 net sales up 25% and adjusted EBITDA up 13%, while also signaling a more cautious near-term outlook for its core e.l.f. brand. Chairman and Chief Executive Offic