Reddit Posts
$ELF: My High-Conviction “Value + Growth” Setup Outside the Usual Crowded Trades
e.l.f. beat earnings, but smudged its eyeliner.. what happened??
“Hoe-flation”, Long Lipstick — How the US + China are Popping the Dating Premium
Local friend started a YouTube Channel, he absolutely has changed how I look at investing for the better (and I'm a dumb Texan)
e.l.f. Beauty (ELF): Growth Brand With Expanding Margins and Strong Execution
$ALT. Many catalysts create a favorable Risk/Reward setup. (A Write Up)
If it’s good enough to screenshot it’s good enough to sell
E.l.f. Beauty remains committed to manufacturing in China despite tariffs
S&P Futures Tick Lower on Renewed Tariff Concerns, U.S. PCE Inflation Data in Focus
(NYSE: ELF) E.l.f. Beauty to acquire Hailey Bieber skincare brand Rhode in deal valued up to $1 billion
Any retail related tariff news?
Thoughts on ELF at these levels?
What's an example of a stock you regret selling too soon?
Veteran Trader Spotted $ELF in the $30s, Surging 294% — Now Targets $MGRX!
$ELF is my favorite stock. I am betting it will go up 25% AH on earnings tomorrow.
How do you cope with selling a stock right before it rallies another 50% or more?
ULTA Stock Drops Late, Despite Big Beat; Revenue Tops $10 Billion
Chinese owner of $1B+ ELF BAR HALTED by court; infringing on “ELF” TM of micro cap $VPRB. Stock doubled Friday, valued only at $18M.
$1B+ “ELFBAR” shutdown by US Fed court for infringing on $VPRB “ELF” trademark; stock explodes, still only valued at $15M!
FL federal Judge ruled today INJUNCTION of ELF BAR for violating $VPRB ELF trademark. Stock valued at only $8M just shut down largest vape player. Buckle up!!
~$1B “ELFBAR” vape doesn’t own TM. Denied “ELF” back in ‘21; immediate injunction ruling by judge soon; sued by $VPRB
ElfBar facing lawsuit it stole elf trademark! $VPRB
Options spread for week of 11/7 $ATVI $CVNA $CLOV $WMT $AMZN $ELF
Tendieman, give me a sign if I should buy more ELF calls...
Mentions
$ELF bringing my portfolio to new highs while the market is red overall…
scrapped 20% from ELF shoutout to the Biebers
Thoughts on ELF anyone. Shits rocketing in the Red Sea right niw
Why is ELF randomly pumping the whole day
My 3 biggest porsitions and 40% of my Portfolio are absolutely printing: ELF, CELH, SOFI
Missed the ai trade besides for NBIS. Too late to buy in now, but been buying beaten down companies with physical products that ai can't replace NKE, ELF, CELH, BA. Some nice discounts 🙂👍
ELF on the shelf finally!!
CELH - Celsius Holdings Breakdown Down 58% from highs ($66 → $28). Another growth stock getting repriced — but is it different from ELF? The business: Functional energy drink brand riding the "healthy energy" wave. $1.2B revenue in 2023, grew 200%+ in 2021-2022. Now growing low double digits. Sound familiar? Bull case: • Genuine brand loyalty with Gen-Z/fitness crovid • 60-65% gross margins (excellent for beverages) • International expansion (EU, APAC) still early • "Clean energy" positioning defensible vs. Monster/Red Bull Bear case: • US retail shelf space largely saturated • Monster and Red Bull copying the "healthy" positioning • Growth went 200% → 36% → low double digits — where does it stop? • Operating margins still negative due to heavy marketing spend • Pepsi and Coke have deeper pockets and same distribution CELH vs ELF comparison: Both down 58-67%, both Gen-Z brands, both growth decelerating. ELF has better margins and clearer path. CEL has more competition risk. Verdict: Interesting at these levels if international expansion delivers. High risk - confirm next earnings trend before touching it. Full breakdown at norrisai.us
ELF Beauty — Comprehensive Breakdown Down 67% from 52-week high ($150 → $49). Is this opportunity or value trap? The business is actually solid: • Gen-Z brand with genuine TikTok virality (organic, not paid) • DTC margins 65-70% - best in class for affordable cosmetics • "Affordable luxury" positioning perfect for this economy • International expansion (UK, Canada, Europe) still early innings Why the stock got crushed: • Grew 50%+ for years - market priced in hypergrowth forever • Now growing 20-30% - still great, but multiple compressed hard • Wholesale deceleration at Target/Walmart is the real concern • Lower-income consumer softness hitting core demographic The key question: Is 67% drawdown a fundamental business problem or a valuation reset on a still-growing brand? Verdict: Business model is intact. The selloff looks like multiple compression on growth deceleration, not business deterioration. At current prices the risk/reward is interesting - but confirm next earnings before touching it.
I suggest ELF CELS and HNST.
Today... BA, PFE, LTC, DG, ELF, GLD, META, ..MU at close
I have generally avoided consumer brands over the years. Started again with a moderately sized positions in a couple of consumer growth stories a few years ago and while I ultimately did well with one, both were ultimately reminders of why I'd stopped. The one I did well with (ELF) is now around 75% below where I sold it. The one I didn't do well with (CELH) bounced and is now below where I sold it. Another name that was a slight position briefly and did okay (BRBR) is now about 90% off from where it was a year ago. Any time a consumer growth story slows even a little, the re-rating is significant. Beyond the issues with investing in consumer brands, nothing against Burry but piling into a LULU turnaround not only faces issues with the turnaround itself but it isn't what the market wants. There are a lot of people who want to be contrrian and maybe they're eventually right but how much have you lost by then, both literally in terms of out of favor investments and opportunity cost? People have to try to navigate the market that is, not the one that they think should be/want it to be/etc.
Studying the market if you’re not already is necessary when it comes to individual stocks. Then getting in early is key. I have made a solid return in the last year but nothing life-changing. Sometimes I think the time I’d trade in for a lower return through simple investing in index funds and ETFs would be a net gain in value. For now I’m sticking mostly to stocks. Right now I’m really into ELF.
Agree with $ELF at these prices with the fundamentals and roadmap js an amazing deal
Right now? CELH, ELF, NVDA, and META are all forecasted to significantly outperform the market over the next 2-4 years. Those are all currently at very attractive buying points at this exact moment, in my opinion. Of course, there’s never a bad time to invest in the S&P500.
ELF. The founder is becoming a Priest.
ELF if you have high conviction in the future of discount makeup.
e.l.f. Beauty (ELF) is undervalued. It's a massive skincare and makeup company. Affordable and cruelty free, and in every Walmart and major retailer in the northern hemisphere. At 52 week lows right now.
my trading acct is mostly long RDW ELF PANW IONQ. Buyer beware
This exactly I don’t know. Probably mostly in cocaine and hookers. In all seriousness I do have a long term portfolio very boring but keeps my trading one afloat lol. My trading main plays are IONQ, RDW, ELF, PANW
Too pricy for me. I should have kept it where it was at. My trading acct rn my main plays are RDW, IONQ, ELF, PANW.
ELF stock. Bottom is in.
Aren’t there like 1,000 different makeup brands? Why does everyone just think ELF is a monopoly or something. Saturated aah industry.
Did you full port into $ELF?
Yessss I went hard on ELF calls. Fk you all!
Everyone should watch what I comment and inverse literally everything. I made tiny gains on TGT puts, but otherwise every trade I touch dies. I had a strangle on ELF because it was supposed to be pretty high movement after earnings and this shit is flatter than my ex
ELF should've tanked, but whatever. Options pinned....
ELF should've died, but I do have a little satisfaction from that drop after the initial pump.
Very cool $ELF. Fucking retarded ass market
No excitement for retail $ELF - dropping.
Me with my 10 shares of ELF... A win is a win!!??
ELF can’t decide up or down
Bostick, idc about ELF earnings! Give me the Jensen files!!!
Why would you buy ELF when u could buy tech
Sold some $ELF puts before close for fun because I made so much today 🤑
lol some institution didn’t want to wait til ELF earnings
wtf ELF I’m fucked even before the earnings are declared 🤬🤬🤬🤬
30 mins from now is the most important moment in all of mankind. more important than your kids, your spouses, your baby mamas, baby dadas, your health, your whole fn existence. THIS IS IT. THIS WILL DETERMINE WHETHER THE WORLD WILL EVEN EXIST TOMORROW. ELF IS REPORTING EARNINGS GDMNIT!
ELF calls for a yolo if you want
Yes NVDA earnings today, but is anyone playing ELF?
ELF to the moon today...
Loading up on ELF calls. Yay or nay??
ELF looks destroyed. It’ll either be a slow melt or a surprise beat & pop imo.
Anyone playing ELF? Supposed to be high IV, I'm thinking stangle cause I have no idea which way
Buy ELF easy earnings play, thank me later
ADI, INTU, DE, ELF shares
There isn’t much juice to squeeze from AI at least this year. Come back in late 2027 or 2028. Right now I’d recommend rotating your money into consumer stocks like NKE, ELF, or even godforbid LULU. Also fintech like SOFI, HOOD, and MELI are great buys rn. Best of luck.
ELF increased their prices, decreased their quality, and shrunk product More importantly, women have become so overwhelmed with product launches that there was a trend of doing the girl math on how long it would take to use the product they’ve already purchased One woman said after decluttering to a ‘reasonable amount of blush’ and measuring how much blush she uses in a year, it will take her an estimated 4 lifetimes to use up her current blush collection without buying anything new This resulted in #projectPan and a surge in minimalism, underconsumption, and de influencing Multiple makeup brands have gone out of business since this trend took hold about two years ago Consumers are tired of limited edition hyped product launches for poor quality products The clean girl aesthetic made popular by South Korea has taken hold and skin care has now become more important than makeup to consumers Which is why you’ll notice marketing trying to position makeup products as skincare
do women no longer use make up? why is ELF fucking dying for the past few months?
ELF, you f\*\*\*ing prick
ELF will come roaring back
Elf beauty…. More like ELF booty
That was me with ELF…
Sold off my last AMD, got a nice 4.1x no options. Will probably run more but at this valuation i wont stay. Now all in META,BTDR and ELF.
ELF … makeup gonna be boomin
SOFI and ELF dyin WTF BERS LMAO 🤌
AMZN, GOOG, ELF, CVH, CPRT are good long term holds 5-10+ years
Beauty: ELF and Estée Lauder are perfect because there both affected by tarrifs and oil prices.
Was thinking about buying into ELF. Thank god I didn’t, that shit is going down
Saas took such a beating for no reason. Sell some and get AMD I bought in at 98 they should stilll 2x. Service now is a HUGE buy. ELF beauty too is a HUGE buy celcius is a solid buy. Good job brother dm me if you have questions I love to help
VM toughts on $ELF? Its a good moment to enter?
Va toughts on $ELF? Its a good moment to enter?
Why tf is IV so damn high for ELF? November calls are up to 70%
My favorite is ELF. They are a cruelty free low budget makeup company. They are fair trade and have good employee reviews. They are pro DEI and have one of the most diverse boards. The only minor flaws I found are that they had a commercial where they used an influencer that turned out to be a bigot. And there was an issue with them misrepresenting their financials once. No company is 100% perfect. They are also still relatively new compared to other makeup companies so they have room to grow. You need a company that is both good and able to expand for stock growth. Much of their product comes from China, so tarriffs are a concern. But they are working on expressing both to diversify their sources and to sell to more countries. Of all the companies I've looked into, they are the most ethical that is also publicly traded. Unfortunately most ethical companies are private. That's not a coincidence. Going public incentivizes companies to cut corners for profit.
ELF Source: I want my stocks to go up more
I like Jeremy Lefebvre. He is focused on business fundamentals. Less hype than others I have checked out. You can see he is always right on the ball with AMD, SOFI (recents). META, PLTR, ELF not long ago. When everyone was hating on these stocks, he was buying up. You can see how much his public portfolio has grown to over the past few years (Nearly $4 million now) But yea I don’t copy his exact stocks but he gives strong advice and I have similar large caps to him. Learnt a lot from him, I would say out of the YouTubers, he definitely is one of the better ones. But for sure form your own opinion.
Paypal, Novo, Gama and ELF. I can sleep like a baby coss all of them are heavily undervalued and healthy growing companies. Only ELF has some significant debt but that was coss aquisition.
Aaaaannnd Vance is the only reason ELF isn’t a penny stock
Nonsense. After a 10-20% selloff there are deals everywhere I look. MSFT, META, ELF, TOST, GOOG, NVDA, HD, DIS... I mean, just a quick few
I’ve been eyeing ELF as well imo great buy for a pop up ⬆️
Too many to list, but the ones I see with the most potential right now for the price they are at: MSFT, RKLB, NVDA, ELF, EME, SOFI, and CELH. Others who are not quite there yet IMO and still have room to fall before they bottom, but on my watchlist: GOOGL, AXP, and AMD
Multiple strategies: • Doing nothing on stocks that have losses, because I don’t like losing money • Sold stocks that had minor gains and are likely to be more profitable if I buy back in at a lower price (guaranteed already) • I’ve already bought back in a little here and there at lower prices on stocks I love (CELH, RKLB, ELF) and will continue to do so. • Being cautious as to how much cash I deploy back into stocks now because we are going to be low this year maybe even worse than now
I lost everything following a YouTuber. My portfolio self-destructing every day. META, CELH, ELF, NKE, FUBO, EL, AMD ....😟😞☹️
This the last time I ever listen to a financial Youtuber. Not pointing fingers here (ELF, EL, META, CELH, CRM, ADBE) 😦🤌