e.l.f. Beauty Inc (NYSE:ELF)
$ 191.42 6.65 (3.6%) Market Cap: 10.71 Bil Enterprise Value: 10.89 Bil PE Ratio: 86.23 PB Ratio: 16.56 GF Score: 59/100
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e.l.f. Beauty Inc at Morgan Stanley Global Consumer and Retail Conference Transcript

Dec 03, 2019 / 06:40PM GMT
Release Date Price: $15.56 (-5.01%)
Dara Warren Mohsenian
Morgan Stanley, Research Division - MD

All right. Thanks, everyone, for joining us. I'm Dara Mohsenian, Morgan Stanley's household products, beverage and food analyst. And we'd like to welcome e.l.f.'s management team here, including Mandy Fields, e.l.f.'s Senior Vice President and Chief Financial Officer; as well as Kory Marchisotto, e.l.f.'s Senior Vice President and Chief Marketing Officer, who I'm sure will give us more insight into what's driven a sharp market share inflection in their trends recently, even in the face of a challenging U.S. makeup category. So thank you both for coming, and we'll just move right into Q&A.

Questions & Answers

Dara Warren Mohsenian
Morgan Stanley, Research Division - MD

So in terms of the market share improvement we've seen recently, obviously, a pretty sharp inflection in trends despite the challenging makeup category in the U.S. Can you talk about some of the key drivers behind that market share inflection and your confidence on the sustainability of that rebound going forward?

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