If you’ve been following my work for a while, you might remember that in my write-up on Beiersdorf ( OTCPK:BDRFF ), I mentioned my only real experience with skincare was having my mom rub CoppertoneI am an Equity Analyst and Accountant specializing in restaurant stocks, with a solid foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership. As the founder of Goulart's Restaurant Stocks, I lead a company focused on analyzing restaurant stocks in th ...

Q1 2025 Earnings Presentation 1 MICHEL BROUSSET MANUEL MANFREDI CO-FOUNDER & CEO CHIEF FINANCIAL OFFICER 2 DISCLAIMER Cautionary Statement Regarding Forward-Looking Statements All statements in this release that are not historical, are forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about: Waldencast's outlook and guidance for 2025; our ability to deliver financial resu ...

Waldencast (WALD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Allison Malkin - PartnerMichel Brousset - Founder, CEO & DirectorManuel Manfredi - Chief Financial OfficerSydney Wagner - Equity Research Senior Associate - Beauty & Personal CareJonna Kim - DirectorAlec Legg - Vice President , Equity ResearchLillian Moffett - Equity Research Associate Conference Call Participants None - Analyst Operator Good day, and welcome to the Waldencast First Quarter twenty twenty five Earnings Call ...

Waldencast (WALD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Speaker0 Good day, and welcome to the Waldencast First Quarter twenty twenty five Earnings Call. All participants will be in listen only mode. A question and answer session will follow the formal presentation. Please note that this event is being recorded. I will now hand you over to Alison Malkin, Partner ICR. You may proceed. Speaker1 Thank you and welcome to the Weldon Cast plc first quarter fiscal twenty twenty five earnings call. Here wit ...

Financial Performance - Q1 2025 net revenue was $65.4 million, representing a 4.1% decline from Q1 2024 [4][10] - Adjusted gross margin improved to 76.4%, an increase of 10 basis points year-over-year [5][10] - Adjusted EBITDA for Q1 2025 was $4.4 million, or 6.7% of net revenue, reflecting a significant decline of 61.5% compared to Q1 2024 [6][10] Brand Performance - Milk Makeup's net revenue decreased by 15.1% to $29.3 million, impacted by the previous year's successful product launch and inventory reductions [12][13] - Obagi Medical achieved net revenue of $36.2 million, up 7.1% from $33.8 million in Q1 2024, driven by strong direct-to-consumer sales [13][10] Strategic Initiatives - The company is increasing marketing investments by high teens percentage to build brand equity and support long-term growth objectives [3][5] - Milk Makeup's entry into Ulta Beauty and the launch of Hydro Grip Gel Tint are expected to drive future sales growth [3][12] Liquidity and Debt - Waldencast secured a new $205 million five-year credit facility, enhancing financial flexibility and extending debt maturity to March 2030 [7][8] - As of March 31, 2025, the company held $10.8 million in cash and cash equivalents and had a net debt of $172.1 million [8][10] Outlook - The company aims for mid-teens net revenue growth and an adjusted EBITDA margin in the mid-to-high teens for fiscal 2025 [14][15]

LONDON, May 06, 2025 (GLOBE NEWSWIRE) -- Waldencast plc, (NASDAQ: WALD) ("Waldencast"), a global multi-brand beauty and wellness platform provided the details for its First Quarter Fiscal 2025 conference call and webcast. As previously announced, the Company will issue its First Quarter Fiscal 2025 results on May 13, 2025 after the close of the U.S. market. Management will host a conference call to discuss its First Quarter Fiscal 2025 results on May 14, 2025 at 8:30am ET. Investors and analysts interested ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) o REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934: For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR o SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...

DISCLAIMER Cautionary Statement Regarding Forward-Looking Statements All statements in this release that are not historical, are forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about: Waldencast's outlook and guidance for 2025; our ability to deliver financial results in line with expectations; expectations regarding sales, earnings or other future financial performance ...

Waldencast plc (NASDAQ:WALD) Q4 2024 Earnings Conference Call March 19, 2025 8:30 AM ET Company Participants Allison Malkin - Investor Relations Michel Brousset - Founder and Chief Executive Officer Manuel Manfredi - Chief Financial Officer Conference Call Participants Jonna Kim - TD Cowen Ashley Helgans - Jefferies Linda Bolton Weiser - D.A. Davidson Olivia Tong - Raymond James Operator Greetings, welcome to the Waldencast Fourth Quarter and Fiscal Year 2024 Earnings Call. At this time, all participants ar ...

Waldencast (WALD) Q4 2024 Earnings Call March 19, 2025 08:30 AM ET Company Participants Allison Malkin - PartnerMichel Brousset - Founder, CEO & DirectorManuel Manfredi - Chief Financial OfficerAlec Legg - Vice President , Equity ResearchJonna Kim - DirectorAshley Helgans - Senior Vice PresidentLinda Bolton Weiser - Managing DirectorOlivia Tong - Managing Director Operator Greetings. Welcome to the WaldenCast Fourth Quarter and Fiscal Year twenty twenty four Earnings Call. At this time, all participants are ...