On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth.

00:00 – Mandy Fields Joins

00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth

02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys

04:00 – Building a Platform for Female-Led Beauty Brands

06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns

07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy

09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin

11:00 – Targeting Different Consumers Across the Portfolio

13:00 – How e.l.f. Beauty Approaches Global Expansion

15:10 – rhode’s Retail Debut at Sephora

17:00 – What’s Behind the $1 Billion rhode Deal

19:00 – Managing the Risks of Celebrity Brands

21:00 – Tariffs, China Exposure and Supply Chain Shifts

23:00 – How Shoppers Responded to the $1 Price Increase

24:15 – Investing in Growth: Cash, Technology and M&A

25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance

28:00 – The Future of Beauty Retail Partnerships

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/

Reach Out

Email: [email protected]

$ELF

Learn more about your ad choices. Visit megaphone.fm/adchoices