Core Insights - Oddity Tech (ODD) is set to announce its second-quarter 2025 results on August 4, with expected non-GAAP earnings between $0.85 and $0.89 per share and revenues anticipated between $235 million and $239 million [1][9] Earnings Expectations - The Zacks Consensus Estimate for second-quarter earnings is at $0.88 per share, reflecting a year-over-year growth of 7.3%, while the revenue consensus is $239.2 million, indicating a 24.1% year-over-year increase [2] Historical Performance - ODD has consistently exceeded the Zacks Consensus Estimate in the past four quarters, achieving an average surprise of 32.8% [2] Growth Drivers - The company is expected to benefit from a growing user base, an expanding online presence, and a strong direct-to-consumer (DTC) platform, which are anticipated to drive revenue growth [4] - Strong demand for IL Makiage and SpoiledChild brands is likely to contribute positively to revenue in the upcoming quarter [5][9] Margin Considerations - Despite the expected revenue growth, gross margins may be negatively impacted by higher tariffs, which are projected to affect margins by 50 to 100 basis points [5][9] Earnings Prediction Model - According to the Zacks model, ODD has a positive Earnings ESP of +1.14% and a Zacks Rank of 1 (Strong Buy), indicating a favorable outlook for an earnings beat [6]

The market expects Oddity Tech (ODD) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. Revenues are expected to be $237.22 million, up 23.1% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate ...

Company Overview - ODDITY Tech Ltd. is a consumer tech company focused on building and scaling digital-first brands to disrupt the offline-dominated beauty and wellness industries [3] - The company serves approximately 60 million users through its AI-driven online platform, utilizing data science to identify consumer needs and develop beauty and wellness products [3] - ODDITY owns brands such as IL MAKIAGE and SpoiledChild, with headquarters in New York City, an R&D center in Tel Aviv, Israel, and a biotechnology lab in Boston [3] Financial Results Announcement - ODDITY will release its second quarter 2025 financial results after the market close on August 4, 2025 [1] - A conference call to discuss the financial results will take place on August 5, 2025, at 8:30 a.m. Eastern Time [1] Conference Call Details - Participants can join the conference call by dialing 1-800-717-1738 (US) or 1-646-307-1865 (international) [2] - A webcast of the call will be available on the Investors section of ODDITY's website, with a recording accessible shortly after the call [2]

Core Insights - Oddity Tech has consistently surpassed earnings estimates, averaging a 31.68% beat over the last two quarters [1][2] - The company reported earnings of $0.69 per share against a consensus estimate of $0.63, resulting in a 9.52% surprise [2] - In the previous quarter, Oddity Tech exceeded expectations by reporting $0.20 per share compared to an estimate of $0.13, achieving a 53.85% surprise [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Oddity Tech, with a positive Earnings ESP indicating a strong likelihood of an earnings beat [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests that another earnings beat is likely [8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of beating consensus estimates [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7] - Oddity Tech's current Earnings ESP stands at +0.29%, indicating recent bullish sentiment among analysts regarding the company's earnings prospects [8] - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Oddity Tech (ODD) - Oddity Tech currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] - The stock has seen significant price increases, with shares up 59.51% over the past quarter and 62.57% over the last year, compared to the S&P 500's increases of 7.87% and 14.01% respectively [6] Price Performance - Over the past week, ODD shares increased by 3.92%, outperforming the Zacks Internet - Software industry, which rose by 2.75% [5] - The monthly price change for ODD is 18.33%, significantly higher than the industry's 0.18% performance [5] Trading Volume - ODD's average 20-day trading volume is 1,309,542 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for ODD have been revised upwards, increasing the consensus estimate from $1.96 to $2.04 [9] - For the next fiscal year, four estimates have also moved upwards with no downward revisions, indicating positive earnings momentum [9] Conclusion - Given the strong performance metrics and positive earnings outlook, ODD is positioned as a promising investment opportunity with a Momentum Score of B [11]

Technical Analysis - Oddity Tech (ODD) has recently reached a key level of support and has overtaken the 20-day moving average, indicating a short-term bullish trend [1] - The 20-day simple moving average is a popular trading tool that smooths out price fluctuations and provides trend reversal signals, beneficial for short-term traders [2] Performance Metrics - Over the past four weeks, ODD has gained 18.3%, indicating strong performance [4] - The company is currently ranked a Zacks Rank 1 (Strong Buy), suggesting potential for further price increases [4] Earnings Estimates - There have been 4 upward revisions in earnings estimates for the current fiscal year, with no downward revisions, leading to an increase in the consensus estimate [4] - The combination of positive earnings estimate revisions and favorable technical indicators suggests that investors may want to monitor ODD for potential gains in the near future [5]

Core Viewpoint - Oddity Finance LLC, a subsidiary of ODDITY Tech Ltd, is pricing $525 million of 0% exchangeable senior notes due 2030, increasing from a previously announced offering size of $350 million [1][2] Group 1: Offering Details - The offering is expected to close on June 12, 2025, and will result in approximately $510.6 million in net proceeds after deducting initial purchasers' discounts [1] - The Issuer has granted initial purchasers an option to purchase an additional $75 million of notes within a 13-day period [1] - The notes will be senior, unsecured obligations and will not bear regular interest, maturing on June 15, 2030 [3] Group 2: Use of Proceeds - Net proceeds will be used for general corporate purposes, with no immediate plans for material acquisitions, but potential for strategic M&A in the future [2] - Approximately $55.3 million of the net proceeds will be allocated to capped call transactions [2] Group 3: Capped Call Transactions - Capped call transactions are designed to reduce potential dilution of ODDITY's Class A ordinary shares upon exchange of the notes [4] - The initial cap price for these transactions is set at $138.92 per share, representing a 100% premium over the last reported sale price [5] Group 4: Exchange and Redemption Terms - The notes are exchangeable at an initial rate of 10.8655 Class A ordinary shares per $1,000 principal amount, with an exchange price of approximately $92.03 per share, reflecting a 32.5% premium [9] - The Issuer may redeem the notes starting June 20, 2028, under specific conditions related to the stock price [10] Group 5: Company Overview - ODDITY is a consumer tech company focused on disrupting the beauty and wellness industries through digital-first brands, serving approximately 60 million users [16]

Group 1 - Oddity Finance LLC intends to offer $350 million of exchangeable senior notes due 2030, with an option for an additional $50 million, subject to market conditions [1][2] - The net proceeds from the offering will be used for general corporate purposes, including potential strategic M&A and capped call transactions [2][7] - The notes will be senior, unsecured obligations guaranteed by ODDITY and its subsidiary, with no regular interest and a maturity date of June 15, 2030 [3][9] Group 2 - Capped call transactions are expected to reduce potential dilution of ODDITY's Class A ordinary shares upon exchange of the notes [4][5] - The notes will be exchangeable for cash or ODDITY's Class A ordinary shares, with specific conditions for exchange prior to March 15, 2030 [9][10] - The issuer may redeem the notes starting June 20, 2028, under certain conditions related to the stock price [10][11] Group 3 - As of March 31, 2025, ODDITY had $257 million in cash and an undrawn $200 million credit line, indicating strong liquidity [7] - ODDITY is a consumer tech company focused on disrupting the beauty and wellness industries through digital-first brands and AI-driven solutions [16]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as recommendations or advice for any financial actions [1]. - The content is not tailored to individual financial situations or needs, highlighting the necessity for users to apply their own discretion [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - Users are encouraged to perform their own research and understand the risks involved before investing in any financial instruments [1].

Core Viewpoint - Oddity Tech Ltd. has demonstrated significant stock performance, with a 51.9% increase over the past month, outperforming both the Zacks Computer and Technology sector and the Zacks Internet - Software industry [1] Financial Performance - In Q1 2025, Oddity Tech reported revenues of $268 million, a 27% year-over-year increase, exceeding the Zacks Consensus Estimate by 2.86% [2] - Earnings per share for the same quarter were 69 cents, reflecting a 13% increase from the previous year and surpassing expectations by 9.52% [2] Industry Trends - The ongoing structural transformation in the industry, particularly the shift to online channels, is benefiting Oddity Tech as consumer preferences lean towards digital-first experiences [3] Brand Performance - Oddity Tech's growth is supported by its strong portfolio of consumer brands, with IL Makiage and SpoiledChild both achieving double-digit revenue growth in Q1 [4] - IL Makiage is projected to reach a revenue target of $1 billion by 2028, with IL Makiage Skin expected to contribute nearly 40% of total revenues this year [5] - SpoiledChild is on track to exceed $200 million in revenues in 2025, demonstrating strong consumer adoption and healthy margins [6] Innovation and Expansion - Oddity Tech is expanding its product portfolio, with Brand 3 set for a soft launch in Q3 2025 and Brand 4 planned for 2026 [7] - The company's proprietary molecule discovery platform, ODDITY LABS, is enhancing its ability to deliver innovative products [7] - International expansion is gaining momentum, with double-digit growth reported in France, Italy, and Spain, indicating successful scaling efforts [8] Future Outlook - For Q2 2025, Oddity Tech anticipates revenues between $235 million and $239 million, representing a 22-24% year-over-year increase [9] - The company expects adjusted earnings per share to be between 85 cents and 89 cents, with a consensus estimate of 88 cents per share [10] - For fiscal 2025, projected revenues are between $790 million and $798 million, indicating a 22-23% year-over-year growth [10] - Adjusted earnings per share for fiscal 2025 are expected to be between $1.99 and $2.04, with a consensus estimate of $2.02 per share [11] Investment Opportunity - Oddity Tech is positioned as a compelling investment opportunity due to its strong revenue and earnings growth, robust innovation pipeline, and accelerating global expansion [12] - The company is recommended as a strong buy, reflecting its potential for long-term value creation in the beauty and wellness sector [13]