Perfect Corp (PERF) FY Conference June 11, 2025 01:20 PM ET Speaker0 For attending. Up next, we have Perfect Corp, trading under NYSE, the symbol, e e r f. On behalf of the company, we have Jimmy Shia, investor relations director. Jimmy? Speaker1 Good afternoon, everyone. I will go through the presentation quickly and allow probably ten minutes of q and a. So Perfect Corp, we're a software company under the beauty and fashion space. Now we are a very unique company as in we not only have a b to b software f ...

Market Overview - The A-share market opened higher on June 11, with the Shanghai Composite Index up by 0.40%, the Shenzhen Component Index up by 0.82%, and the ChiNext Index up by 1.25% [1] - Key sectors showing strength include automotive parts, energy metals, and IP economy, while sectors like ports, diversified finance, and beauty care experienced declines [1] Sector Performance Automotive Parts Sector - The automotive parts sector saw a collective surge, with Meichen Technology hitting a 20% limit up, alongside other companies like Xinrui Technology and Tongxin Transmission also gaining [2] - Major automotive manufacturers such as BYD, Dongfeng Motor, FAW Group, and GAC Group have committed to paying suppliers within 60 days, which is a positive signal for the sector [2] IP Economy Sector - The IP economy sector became active again, with Xinghui Huan Material reaching a 20% limit up, and other companies like Yongli Shares and New Beiyang also seeing gains [3] - A notable auction event saw a LABUBU collectible sell for 1.08 million yuan, indicating strong interest in IP assets [3] Institutional Insights Huatai Securities - Huatai Securities suggests that the market may continue to experience a "top and bottom" scenario, with attention on upcoming events like the Lujiazui Forum and FOMC meeting for market direction [4] - The firm notes that the recent trading volume in micro-cap stocks is approaching levels not seen since November 2023, indicating a crowded market but not necessarily a correction [4] Shenwan Hongyuan - Shenwan Hongyuan believes that the A-share market is likely to remain in a consolidation phase until mid-2025, with a potential for a structural bull market driven by breakthroughs in the technology sector [5] - The firm advises caution regarding the expansion of new consumer trends, as significant profit-taking often follows such expansions [5] Dongfang Securities - Dongfang Securities emphasizes that market direction is still influenced by both internal and external factors, with a focus on maintaining a "range-bound and active theme" market structure [6] - The firm highlights that market adjustments can provide opportunities for portfolio reallocation, as evidenced by the late rally in humanoid robots and media stocks [6]

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]

2、板块概念方面，虚拟电厂、足球、铜高速连接、CPO等板块领涨；黄金珠宝、美容护理、创新药、 食品饮料等板块领跌； 3、两市共2029只个股上涨，54只个股涨停；2876只个股下跌，6只个股跌停；16只股票炸板，炸板率 31%。 1、市场早间窄幅震荡，三大指数小幅上涨。虚拟电厂概念股走强，恒实科技、金智科技、积成电子等 多股涨停。足球概念股延续强势，金陵体育、共创草坪、舒华体育等涨停。算力硬件股再度走强，天津 普林、广合科技涨停，胜宏科技涨超9%创新高。下跌方面，大消费股集体调整，曼卡龙跌超10%。个 股跌多涨少，沪深京三市超3000股飘绿，上午半天成交7286亿。午间收盘沪指涨0.08%，深成指涨 0.16%，创业板涨0.32%。 ...

Core Insights - Metoday's "Day and Night Whitening Kit" has successfully passed rigorous testing by the prominent evaluation platform "Old Dad Evaluation," establishing itself as the only oral whitening product to achieve this certification [1][2]. Group 1: Product Testing and Validation - The oral beauty market is expanding, but consumer concerns about product safety and efficacy persist. Metoday chose to submit its product for scientific validation to build market trust [2]. - The testing process utilized a three-tier verification system: a 28-day washout period, a double-blind experiment, and independent third-party laboratory screening [2][3]. - The entire testing process took 182 days and incurred a total cost of approximately 305,093.2 yuan (about 30 million) [3]. Group 2: Research and Development Philosophy - The development of the "Day and Night Whitening Kit" is based on the "Circadian Rhythm" theory, which won the Nobel Prize in Physiology or Medicine in 2017. Metoday has integrated this theory into its product development [4]. - The kit includes two products: a daytime protection serum and a nighttime recovery serum, each targeting specific skin needs [4]. Group 3: Key Ingredients and Formulations - The daytime serum focuses on protection against melanin production, featuring key ingredients such as patented white tomato extract, root skin extract, cherry extract, and niacinamide [5][6]. - The nighttime serum emphasizes deep cellular repair and regeneration, containing ingredients like GABA, high-concentration hyaluronic acid, rice bran extract, patented PQQ, and wheat germ extract [7]. Group 4: Market Implications - Metoday's founder, Michael Kerr, emphasizes the importance of combining natural ingredients with scientific rigor in health products. The successful testing of the oral beauty product may enhance consumer confidence in the growing market [11].

Ulta Beauty, Inc. (NASDAQ:ULTA) 2025 dbAccess Global Consumer Conference June 4, 2025 8:45 AM ET Company Participants Kecia L. Steelman - President, CEO & Director Paula M. Oyibo - Chief Financial Officer Conference Call Participants Krisztina Katai - Deutsche Bank AG, Research Division Krisztina Katai Hopefully, everybody can hear me. Good afternoon, and welcome to Ulta Beauty's fireside presentation today. Thank you for joining us. My name is Krisztina Katai. I'm Deutsche Bank's U.S. retail analyst. It is ...

Core Insights - AXIL Brands, Inc. has announced a strategic partnership with JuiceCo Pro Agency to enhance the global distribution and visibility of its Reviv3 hair and skin care products [1][4] - The partnership aims to leverage JuiceCo's expertise in brand development and market penetration to secure key distribution partnerships and elevate Reviv3's profile among beauty professionals and consumers [2][3] Company Overview - AXIL Brands, Inc. is an emerging global consumer products company that manufactures and markets premium hearing enhancement and protection products under the AXIL brand, as well as hair and skincare products under the Reviv3 Procare brand [6] - Reviv3 Procare specializes in hair and skin care products that focus on clean ingredients and professional-grade performance, trusted by salons and consumers worldwide [7] Leadership and Expertise - Jack Ingraham, founder of JuiceCo Pro Agency, brings over 25 years of experience in brand development and product marketing, having previously served as Chief Commercial Officer for SalonCentric Canada and General Manager for Redken Canada [3][4] - The Board of Directors of Reviv3 Procare expressed confidence in Ingraham's strategic insight and commitment to excellence, viewing his leadership as a key asset for the company's global growth [4][5] Market Strategy - The partnership is expected to strengthen Reviv3 Procare's professional partnerships and expand its global footprint, contributing to a more meaningful financial impact from this segment under Ingraham's leadership [5] - The company aims to continue focusing on its AXIL branded hearing protection products while also enhancing the growth of the Reviv3 Procare segment [5]

Core Insights - Ulta Beauty Inc. reported impressive Q1 2025 earnings, exceeding both top and bottom line expectations, leading to a significant share price increase of over 11% [1][3][5] Financial Performance - The company achieved net sales of $2.85 billion for the quarter ending May 3, representing a 4.5% year-over-year increase, surpassing analyst expectations of $2.79 billion [3][5] - Earnings per share (EPS) reached $6.70, exceeding expectations by $0.97 [3][5] - Comparable sales growth was reported at 2.9% year-over-year, significantly higher than the projected 0.2%, driven by larger ticket sizes and a 0.6% increase in transaction volume [5][4] Strategic Initiatives - Ulta's CEO highlighted strong performance in fragrances with double-digit sales growth, while skincare and services also contributed positively [6][10] - The company is implementing the "Ulta Beauty Unleashed" plan, which includes a loyalty program with 45 million members and a marketing strategy leveraging high-profile partnerships [10] Guidance and Market Outlook - The company raised its fiscal year 2025 guidance, increasing the upper bounds for sales, comparable sales, and EPS projections while maintaining the lower bounds [9][10] - CFO noted that only 1% of merchandise comes from direct imports, suggesting limited margin pressure from tariffs [8] Analyst Sentiment - Following the earnings report, multiple analysts raised their price targets for Ulta, with notable increases from firms like Morgan Stanley and JPMorgan Chase, projecting upside of 11% to 17% [11][12] - Current price targets range from a low of $330 to a high of $550, with an average target of $460.91 [11]

An updated edition of the April 17, 2025 article.The beauty and cosmetics industry has transformed from ancient natural remedies to modern, science-driven skincare and makeup products. Evolving beauty standards and consumer preferences have been shaped by culture, technology and changing social values. Today, the beauty industry is a multi-billion-dollar global market, offering a wide range of products — including skincare, makeup, fragrances and wellness solutions. As trends continue to shift and innovatio ...

Core Viewpoint - European Wax Center, Inc. (EWCZ) has shown a significant price increase of 51.5% over the past four weeks, with a mean price target of $6.50 indicating a potential upside of 27.7% from the current trading price of $5.09 [1] Price Targets and Analyst Consensus - The average price targets for EWCZ range from a low of $4 to a high of $15, with a standard deviation of $3.51, indicating variability in analyst estimates [2] - The lowest estimate suggests a decline of 21.4%, while the most optimistic estimate indicates a potential upside of 194.7% [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Earnings Estimates and Analyst Optimism - Analysts have shown strong agreement in revising EWCZ's earnings estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 127.1%, with four estimates moving higher and no negative revisions [12] - EWCZ holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - Solely relying on price targets for investment decisions may not be wise, as analysts' ability to set unbiased targets has been questioned [3][10] - Analysts often set overly optimistic price targets due to business incentives, which can lead to inflated estimates [8]