Core Viewpoint - Oddity Tech is raising its earnings and profit guidance for fiscal 2025 despite anticipated tariff impacts, indicating strong growth and resilience in the retail sector [1][2]. Financial Performance - The company reported a net income of $37.8 million, or 63 cents per share, for the fiscal first quarter, an increase from $33 million, or 53 cents per share, a year earlier [3]. - Sales rose to $268 million, reflecting a 27% increase from $212 million a year prior [4]. - Oddity expects revenue for the current fiscal year to be between $790 million and $798 million, up from a previous range of $776 million to $785 million, exceeding analyst expectations of $784 million [4]. - Adjusted earnings per share are projected to be between $1.99 and $2.04, compared to the prior range of $1.94 to $1.98, also ahead of the $1.93 expected by analysts [5]. Margin and EBITDA Outlook - The company anticipates a gross margin of 71% for fiscal 2025, an increase from the previous forecast of 70% [6]. - Adjusted EBITDA is expected to be between $157 million and $161 million, up from the prior outlook of $155 million to $158 million [6]. Future Projections - For the current quarter, Oddity expects revenue between $235 million and $239 million, surpassing estimates of $232 million [7]. - Adjusted earnings are projected to be between 85 cents and 89 cents per share, ahead of the 84 cents estimate [7]. Industry Context - Oddity Tech stands out in the retail industry, which is facing challenges due to tariffs, as it maintains a focus on growth rather than cost-cutting [9]. - The beauty industry is perceived as resilient during economic downturns, as consumers may opt for beauty products over higher-ticket items [9]. - Oddity's stock has increased by 11% this year, outperforming the S&P 500's 5.4% loss [9].