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E.l.f. Beauty’s China Problem: Tariffs And High Valuations Threaten ETF Portfolios - e.l.f. Beauty (NYSE:ELF)
e.l.f.e.l.f.(US:ELF) Benzinga·2025-11-07 04:21

E.l.f. Beauty Inc’s (NYSE:ELF) stock collapse over the past two days didn’t just smudge its own valuation, it also cast a shadow over several consumer and retail ETFs exposed to high-multiple, tariff-sensitive names. On Wednesday, ELF crashed 29%, and Thursday is going even worse for the stock, which is down 36% at the time of writing. Funds like the iShares U.S. Consumer Goods ETF (NYSE:IYK), VanEck Retail ETF (NASDAQ:RTH), and SPDR S&P Retail ETF (NYSE:XRT) all hold companies in similar product categories ...