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Company Overview - Olaplex is undergoing a multiyear transformation aimed at improving immediate business performance while positioning for sustainable long-term success [1] - The company has a strong technical foundation and differentiated science that leads to unique product efficacy [2] Leadership Insights - The CEO, Amanda Baldwin, expressed excitement about the company's accomplishments over the past 18 months and the forward vision for the business [2] - The presence of the COO and CFO, Catherine Dunleavy, at the conference highlights the leadership team's commitment to transparency and engagement with stakeholders [2]

Financial Data and Key Metrics Changes - The company reported first half net sales of approximately $203 million, which is flat year over year, with strong adjusted EBITDA margins of 24.7% despite significant investments in marketing and personnel [59][61] - The company ended the second quarter with approximately $289 million in cash and $352 million in debt, having generated $18 million in cash from operations year to date [60] - Inventory was approximately $78.3 million, down from $100.2 million at the end of the previous year [61] Business Line Data and Key Metrics Changes - The company launched three new innovations in 2025 compared to only one in 2024, including a scalp longevity treatment and a wash care system tailored for fine hair [40][42] - The existing Bond Maintenance Shampoo and Conditioner were the top-selling prestige products in the U.S. in 2024 according to Sercana data [43] Market Data and Key Metrics Changes - The premium haircare market is forecasted to grow at a 6% to 7% CAGR from 2024 to 2028, with premium haircare representing only 20% of the overall hair care market in 2024 [8][9] - The wellness economy reached $1.8 trillion, indicating a growing consumer focus on health and wellness [10] Company Strategy and Development Direction - The company’s strategy is built on three pillars: moving beyond damage repair to everyday hair health, empowering professionals as key partners, and adding emotional resonance to the brand [11][20] - The company aims to generate brand demand through a comprehensive marketing plan and to harness innovation by expanding its product portfolio [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the transformation progress and solid first-half results, while acknowledging that the journey is neither fast nor linear [23] - The company maintained its fiscal year guidance, expecting net sales to range from a decline of 3% to an increase of 2% compared to fiscal year 2024 [61] Other Important Information - The company announced the acquisition of Bioscience, marking its first acquisition in over ten years, which aims to develop transformative technologies across health and beauty [46][47] - The company has implemented AI-supported demand planning tools and enhanced visibility across the organization with dynamic sales dashboards [53][54] Q&A Session Summary Question: What are the expectations for financial results in the upcoming quarters? - The company expects second half net sales to be more weighted towards the fourth quarter, with third quarter net sales anticipated to decline by high single digits year over year, offset by strong high single digit growth in the fourth quarter [62] Question: How is the company addressing its international strategy? - The company is implementing a tiered approach to its international markets, categorizing them into partner-led, direct investment, and lighter touch markets to optimize growth potential [58] Question: What innovations can be expected in the near future? - The company plans to launch additional innovations across all channels, including new hair masks that focus on long-term hair health [44][46]

Financial Data and Key Metrics Changes - The company reported first half net sales of approximately $203 million, which is flat year over year, with strong adjusted EBITDA margins of 24.7% despite significant investments in marketing and personnel [74][76] - The company ended the second quarter with approximately $289 million in cash and $352 million in debt, having generated $18 million in cash from operations year to date [75][76] - Inventory was approximately $78.3 million, down from $100.2 million at the end of the previous year [75] Business Line Data and Key Metrics Changes - The company launched three new innovations in 2025 compared to only one in 2024, including a scalp longevity treatment and a wash care system tailored for fine hair [56][58] - The new product launches have been well received, with Olaplex's five Bond Maintenance Conditioner and four Bond Maintenance Shampoo being the top-selling prestige hair launches in 2025 [59] Market Data and Key Metrics Changes - The premium haircare market is forecasted to grow at a 6% to 7% CAGR from 2024 to 2028, with premium haircare representing only 20% of the overall hair care market in 2024 [10][11] - The company is well-positioned to benefit from the ongoing premiumization trend in the hair care category [11][12] Company Strategy and Development Direction - The company’s strategy is built on three pillars: moving beyond damage repair, empowering professionals, and adding emotional resonance to the brand [13][26] - The company aims to broaden its addressable market by shifting product development and messaging to position Olaplex as a solution for everyday foundational hair health [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's transformation progress and solid first-half results, while acknowledging that more work is needed to balance immediate improvements with long-term positioning [78] - The company maintained its fiscal year guidance, expecting net sales to range from a decline of 3% to an increase of 2% compared to fiscal year 2024 [76] Other Important Information - The company announced the acquisition of Bioscience, marking its first acquisition since its launch over ten years ago, which aims to develop transformative, bio-inspired technologies [62] - The company has implemented an AI-supported demand planning tool and enhanced data science capabilities to improve internal processes [68][69] Q&A Session Summary Question: What are the expectations for financial results in the second half of the year? - The company expects second half net sales to be more weighted towards the fourth quarter, with third quarter net sales anticipated to decline by high single digits year over year, offset by strong high single digit growth in the fourth quarter [76][77] Question: How is the company addressing its international market strategy? - The company has categorized its international markets into partner-led, direct investment, and lighter touch markets to focus investments where growth potential is highest [71][73] Question: What is the company's approach to innovation moving forward? - The company plans to leverage its R&D capabilities to launch two to three strategic products annually, supported by consumer education and stylist engagement [55][56]

Financial Data and Key Metrics Changes - The company reported first-half net sales of $203 million, approximately flat year over year, with a strong adjusted EBITDA margin of 24.7% despite significant investments in marketing and personnel [69][70] - Cash flow from operations generated $18 million year to date, with a healthy balance sheet showing approximately $289 million in cash and $352 million in debt [70] - The company paid down $300 million of debt in April, unlocking an estimated $20 million in annual interest savings [70] Business Line Data and Key Metrics Changes - Year-to-date sales remained flat, but sell-through improved sequentially, albeit slowly [5] - The company launched three new innovations in the first half of 2025 compared to only one in the same period of 2024 [56] - The No. 4 and No. 5 Fine products became the top-selling prestige shampoo and conditioner in the U.S. in 2024, with new formulas tailored for fine hair addressing strength and volume concerns [58] Market Data and Key Metrics Changes - The premium hair care market is projected to grow at a CAGR of 6% to 7% from 2024 to 2028, with premium hair care representing only 20% of the overall hair care market in 2024 [7][8] - The U.S. wellness economy reached $1.8 trillion, indicating a growing consumer focus on health and wellness [9] Company Strategy and Development Direction - The company aims to broaden its addressable market by moving beyond damage repair to foundational hair health, positioning itself as an everyday choice for consumers [10][11] - The strategy is built on three pillars: generating brand demand, harnessing innovation, and executing with excellence [23] - The company is focused on building a strong emotional connection with consumers to enhance brand relevance and resilience [21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's transformation progress and solid first-half results, while acknowledging the need for continued work to improve the business [24][73] - The company maintained its fiscal year guidance, expecting net sales to range from -3% to +2% compared to fiscal year 2024 [71] Other Important Information - The company announced the acquisition of Provala Bioscience, marking its first acquisition in over 10 years, aimed at developing transformative bio-inspired technologies [61] - The company has implemented AI-supported demand planning tools and enhanced data science capabilities to improve internal processes [66] Q&A Session Summary Question: What are the expectations for the second half of 2025? - The company expects second-half net sales to be more weighted towards the fourth quarter, with third-quarter net sales anticipated to decline by high single digits year over year, offset by strong high single-digit growth in the fourth quarter [71][72] Question: How is the company addressing international markets? - The company is reorganizing its international teams by key geographies and accounts, implementing a tiered approach to focus investments in high-potential markets while maintaining global consistency [68][69] Question: What is the company's approach to innovation? - The company plans to leverage over 10 years of experience in developing breakthrough innovations, aiming for two to three strategic product launches annually, supported by consumer education and stylist engagement [56][55]

The forward-looking statements in this presentation reflect the Company's current expectations and projections about future events and financial trends that management believes may affect the Company's business, financial condition and results of operation. These statements are predictions based upon assumptions that may such statements taken from third party industry and market reports. BARCLAYS GLOBAL CONSUMER STAPLES CONFERENCE SEPTEMBER 2, 2025 DISCLAIMER of any such state or jurisdiction. Forward Looki ...

NEW YORK, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Olaplex Holdings, Inc. (“OLAPLEX”), today announced its participation in the Barclays 18th Annual Global Consumer Staples Conference in Boston, MA. Amanda Baldwin, Chief Executive Officer, and Catherine Dunleavy, Chief Operating Officer & Chief Financial Officer, will present on Tuesday, September 2, 2025 at 3:45pm ET and hold meetings with investors throughout the day. The audio portion of the fireside chat will be available on the Company’s Investor Relations we ...

Core Insights - OLAPLEX has announced its first acquisition of Purvala Bioscience, a Boston-based biotech company, marking a significant step in its commitment to product innovation after ten years since its launch [1][3] - Purvala focuses on developing bioinspired technologies for health and beauty, aiming to create high-performing molecules inspired by natural biological structures [2] - OLAPLEX's CEO emphasized the company's foundation on innovation and the potential to integrate Purvala's technologies to enhance its product offerings, particularly its bond-building technology [3] Company Overview - OLAPLEX, founded in 2014, revolutionized the hair care industry with its Complete Bond Technology™, which protects and strengthens hair during and after services [4] - The company has expanded its product line to include a full suite of hair health formulas, sold globally through various channels including professional and direct-to-consumer [4] - The acquisition of Purvala is expected to drive the next generation of science-backed product innovations, aligning with OLAPLEX's mission to deliver transformative results for stylists and customers [3][4]

Olaplex Holdings, Inc. (NASDAQ: OLPX ) reported the company’s Q2 results on the 7 th of August. The haircare company finally returned to positive year-on-year growth as Olaplex is trying to move past the previous hairI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a com ...

Olaplex (OLPX) FY Conference August 12, 2025 08:30 AM ET Speaker0Analysts in the consumer space. And we're very excited to have Olaplex here, and in particular, CEO, Amanda Baldwin. Amanda, so you joined, Olaplex from Supergoop back in December 2023. So you've been there a couple of years now. Maybe if you could talk about how the business has changed since you've been there.What have you been focused on? What you see going forward as opportunities within the business?Speaker1Good morning, everyone. Thank y ...