e.l.f. Beauty, Inc.
ELF
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
ELF dominates a concentrated Discount Retailers move.
ELF accounts for 35.8% of the group's measured movement across 1.9 effective names. all 2 measured members are rising in raw terms, but 2 of 2 session-normalized paths align to the upside. Capital-flow agreement is 25%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
EL moved materially before ELF. ELF crossed its material path threshold at 09:45 ET, 10 minutes after the first measured mover.
2 of 2 members in Discount Retailers are active. 0 of 6 disclosed connections are confirming.
- At least 2 of 2 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as AMZN begins moving with the group.
Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.
Who this business touches
The relationships behind ELF
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TGT23.0% of ELFcustomerMay 21, 2026 ▾
“We have strong relationships with our retail customers such as Target, Walmart, Amazon, Sephora and other leading retailers that have enabled us to expand distribution both domestically and internationally.”
WMT16.0% of ELFcustomerMay 21, 2026 ▾
“We have strong relationships with our retail customers such as Target, Walmart, Amazon, Sephora and other leading retailers that have enabled us to expand distribution both domestically and internationally.”
AMZN12.0% of ELFcustomerMay 21, 2026 ▾
“We have strong relationships with our retail customers such as Target, Walmart, Amazon, Sephora and other leading retailers that have enabled us to expand distribution both domestically and internationally.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ELF is currently a Early Follower in the organic co-movement group Discount Retailers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.