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e.l.f. Beauty, Inc.

ELF

Consumer Defensive · 94.31 -4.2% today

You’ve read what changed. Here’s whether the market is confirming it.

Dominant mover · weak group confirmationMarket checked 11 Aug, 13:15 GMT-4

Jodie situation report

ELF dominates a concentrated Discount Retailers move.

ELF accounts for 85.1% of the group's measured movement across 1.3 effective names. all 2 measured members are falling in raw terms, but 2 of 2 session-normalized paths align to the downside. Capital-flow agreement is 15%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveDominant mover#1 of 2 by movement share
Group movement share85.1%Absolute path energy—not portfolio weight
Relative path-1.31%aligned
Effective breadth1.3 / 2concentrated
Relative alignment2/2downside path · 0 counter-moving
Capital-flow agreement15%not yet clean
SEQUENCE READ

ELF was the first measured mover. ELF crossed its material path threshold at 15:10 ET.

EVIDENCE COVERAGE

2 of 2 members in Discount Retailers are active. 0 of 6 disclosed connections are confirming.

What would change this read
  • At least 2 of 2 durable members become active together.
  • 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.

Watch this read

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

COTYULTA

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.