Here’s Why e.l.f. Beauty (ELF) Declined in Q4

1 week ago 5

Soumya Eswaran

Mon, January 12, 2026 astatine 7:57 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities reported a beardown but volatile show successful the 4th quarter, with the S&P 500 Index returning 2.7% portion the benchmark Russell Midcap Growth Index declined 3.7%. In this environment, a balanced, highly progressive stock attack resulted successful Strategy’s 3rd consecutive 4th of outperformance, capturing aboriginal momentum portion providing downside extortion during rising volatility towards the extremity of the period. The strategy maintained its semipermanent concern doctrine of disciplined portfolio absorption and opportunistic superior allocation. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, ClearBridge Growth Strategy highlighted stocks specified arsenic E.l.f. Beauty, Inc. (NYSE:ELF). E.l.f. Beauty, Inc. (NYSE:ELF) is simply a quality institution that offers cosmetic and tegument attraction products. On January 9, 2026, E.l.f. Beauty, Inc. (NYSE:ELF) banal closed astatine $87.02 per share. One-month instrumentality of E.l.f. Beauty, Inc. (NYSE:ELF) was 13.96%, and its shares mislaid 30.32% of their worth implicit the past 52 weeks. E.l.f. Beauty, Inc. (NYSE:ELF) has a marketplace capitalization of $5.19 billion.

ClearBridge Growth Strategy stated the pursuing regarding E.l.f. Beauty, Inc. (NYSE:ELF) successful its 4th fourth 2025 capitalist letter:

"However, prime holdings successful user staples and wellness attraction did look pressure. Following a play of beardown performance, shares of E.l.f. Beauty, Inc. (NYSE:ELF), a cosmetics institution focused connected affordable, digitally autochthonal products, declined arsenic income maturation was wounded by management’s determination to halt shipments to retailers that were dilatory to walk done tariff-related terms increases. That said, we are encouraged that depletion trends for the marque stay steadfast and absorption is already seeing shipment maturation retrieve successful the existent quarter."

Why e.l.f. Beauty, Inc. (ELF) Surged On Thursday

E.l.f. Beauty, Inc. (NYSE:ELF) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge money portfolios held E.l.f. Beauty, Inc. (NYSE:ELF) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of E.l.f. Beauty, Inc. (NYSE:ELF) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.