DISCLAIMER This presentation contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth and other data about the Company's industry and estimated total addressable market. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. Neither the Company nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to ...

Financial Data and Key Metrics Changes - In Q1 2025, revenue grew 27% to $268 million, with adjusted EBITDA of $52 million, representing a 19.5% adjusted EBITDA margin and free cash flow of $87 million [5][26][29] - The company expects full year revenue growth between 22% to 23%, or between $790 million and $798 million, raising gross margin outlook to 71% for the full year [31][32] Business Line Data and Key Metrics Changes - Il Makiage and Spoiled Child drove net revenue growth, with average order value increasing by 4% year over year [26][27] - Spoiled Child is on track to cross the $200 million revenue mark this year, maintaining healthy margins [14] Market Data and Key Metrics Changes - International markets contributed to growth, with both U.S. and international segments growing double digits in Q1, although international remains less than 20% of total business [38][66] - The company is focusing on scaling existing markets and testing new markets, with positive results from recent tests in France, Italy, and Spain [66] Company Strategy and Development Direction - The company aims to build one of the largest beauty companies globally by focusing on online sales and high-efficacy products [6][7] - Strategic priorities include driving existing brands, accelerating international expansion, and investing in new brands and technology [11][12][21] Management's Comments on Operating Environment and Future Outlook - Management views the current environment as a significant opportunity, with a resilient business model that allows for aggressive growth [23][24] - The company remains confident in achieving its long-term growth targets despite potential tariff impacts, which are expected to be manageable [32][60] Other Important Information - The company has zero debt and exited the quarter with $257 million in cash equivalents and investments, along with a $200 million undrawn credit line [29] - The company is actively looking for acquisition opportunities to enhance its platform and capabilities [30][66] Q&A Session Summary Question: Contribution of international markets to the quarter - Management confirmed that international markets are a core part of the growth strategy, with both U.S. and international segments growing double digits in Q1, although international is still less than 20% of total business [38][66] Question: Impact of the FTC's click-to-cancel rule - Management does not foresee significant impact from the regulation, as their subscription model is already designed to be user-friendly and self-service [40][41] Question: Factors driving gross margin increase - Management highlighted that gross margin is not a primary KPI, focusing instead on contribution margin, with cost efficiencies and product mix contributing to the increase [46][48] Question: Updates on Brand Three and tariffs - Management expressed excitement about Brand Three, emphasizing the extensive testing and technology development that has been completed [54][57] - Tariff impacts are expected to be between 50 to 100 basis points on gross margin, which management considers manageable [57][60] Question: Priorities for acquisitions - Management indicated a focus on acquiring brands with strong products or capabilities that would take significant time to develop internally, particularly in biotech and AI [66]

Oddity Tech (ODD) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Company Participants Maria Lycouris - Investor RelationsOran Holtzman - Co-Founder, CEO & DirectorLindsay Drucker Mann - CFOYoussef Squali - MD & Head of Internet and Digital Media Research GroupMark Mahaney - Senior Managing DirectorCory Carpenter - Internet Equity ResearchDara Mohsenian - Managing Director - US Beverage/Household Products SectorsAndrew Boone - Managing Director Operator Good morning, and welcome to Auditi's First Quarter t ...

Core Viewpoint - Oddity Tech reported quarterly earnings of $0.69 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and showing an increase from $0.61 per share a year ago, indicating a 9.52% earnings surprise [1][2] Financial Performance - The company achieved revenues of $268.08 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.86%, and up from $211.63 million year-over-year [2] - Over the last four quarters, Oddity Tech has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Oddity Tech shares have increased approximately 7.2% since the beginning of the year, contrasting with a -6% decline in the S&P 500 [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.87 on revenues of $231.98 million, and for the current fiscal year, it is $1.95 on revenues of $782.57 million [7] - The estimate revisions trend for Oddity Tech is currently unfavorable, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Oddity Tech belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8]

As the retail industry braces for profits to take a hit from tariffs, Oddity Tech is bucking the trend and raising its outlook after another quarter of outsized growth, the company said Tuesday. The beauty and tech retailer behind Il Makiage and Spoiled Child hiked both its earnings and profit guidance for fiscal 2025 and said it isn't weighing price increases to weather the impact of new levies. "We have other mitigating initiatives, and we'll have to see ultimately where tariffs shake out. There's also di ...

Exhibit 99.1 ODDITY TECH REPORTS RECORD FIRST QUARTER RESULTS, RAISES FULL YEAR OUTLOOK NEW YORK, April 29, 2025 -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the first quarter ended March 31, 2025. "Our Q125 results exceeded our expectations across all metrics and allow us to raise our full year outlook. We delivered an outstanding result for our biggest quarter of the year, setting us up to overdeliver on our financial algorithm in 2025," said Oran Holtzman, ODDITY co-founder ...

First quarter net revenue of $268 million, up 27% year-over-yearFirst quarter adjusted EBITDA of $52 millionFirst quarter net income of $38 million and first quarter adjusted net income of $42 millionFirst quarter operating cash flow of $88 million and free cash flow of $87 million NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the first quarter ended March 31, 2025. “Our Q125 results exceeded our expectations across all metrics and allo ...

Oddity ( ODD ) is not your average beauty retailer. It is a digital native beauty player that bypasses classical retailers and sells directly to consumers with outstanding profitability and efficiency. The key to the businessEx-hedge fund analyst with a strong interest in finding winners and losers in industries where corporate strategy matters most. I focus on analysing the market structure, competitive positioning and strategic catalysts that lead to money-making ideas in varying time horizons. Enjoy read ...

NEW YORK, April 16, 2025 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. ("ODDITY") (NASDAQ:ODD), today announced that it will release its first quarter 2025 financial results after the market close on Tuesday, April 29, 2025, to be followed by a conference call on Wednesday, April 30, 2025, at 8:30 a.m. Eastern Time. Conference Call Details: To participate in the conference call, please dial 1-877-407-9208 (US) or 1-201-493-6784 (international). To access the call, please reference the company name and call title: OD ...

After reaching an important support level, Oddity Tech (ODD) could be a good stock pick from a technical perspective. ODD surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first marker of an up or down trend.ODD ...