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e.l.f. Beauty has expanded into the Gulf Cooperation Council (GCC) region through an exclusive partnership with Sephora, making its full range of cosmetics and skincare available in all 70 Sephora stores across Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the UAE as of November 21, 2025.
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This move signifies e.l.f. Beauty’s first physical retail presence in the GCC, targeting a high-engagement beauty market and underscoring its focus on global expansion and brand accessibility.
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We’ll now explore how this exclusive GCC launch with Sephora could reshape e.l.f. Beauty’s global growth narrative and market potential.
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To be an e.l.f. Beauty shareholder, you need to believe that the company’s global expansion and strong brand resonance will offset intense competition and margin pressures, especially as it moves into new markets like the GCC. The exclusive Sephora partnership supports the most important near-term catalyst, international growth and diversification, but does not materially change the biggest near-term risk, which remains supply chain concentration and potential cost volatility tied to China-sourced production.
Elsewhere, the November launch into ULTA Beauty stores across Mexico stands out as another move broadening e.l.f.’s international footprint. This echoes the momentum behind the GCC debut, reinforcing the growth story yet underscoring the need for these new markets to produce meaningful returns to balance ongoing input cost risks and elevated investment in SG&A.
In contrast, investors should be alert to the ongoing risk from China supply chain exposure, as persistent or higher tariffs could…
Read the full narrative on e.l.f. Beauty (it’s free!)
e.l.f. Beauty’s outlook anticipates $2.3 billion in revenue and $294.5 million in earnings by 2028. This projection is based on a 19.1% annual revenue growth rate and reflects an earnings increase of about $196.7 million from current earnings of $97.8 million.
Uncover how e.l.f. Beauty’s forecasts yield a $121.71 fair value, a 74% upside to its current price.
Simply Wall St Community members shared 12 fair value estimates for e.l.f. Beauty, ranging from US$96.94 to US$155.45 per share. With such varied outlooks, consider how risks tied to supply chain concentration could influence future performance and seek out multiple perspectives.
