The team discusses e.l.f. Cosmetics, analyzing its recent short report, brand heat driven by a trending lip oil, and positive web traffic data suggesting a strong holiday season. Despite potential tariff risks, their positive outlook is supported by various data points.
e.l.f. Cosmetics short report dismissed
Trending lip oil driving brand heat
Positive web traffic data, up 30% year-over-year in November
Potential tariff risks from China sourcing
High short interest (10%) presents volatility opportunity