NEW YORK, July 23, 2025 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (“ODDITY”) (NASDAQ: ODD), today announced that it will release its second quarter 2025 financial results after the market close on Monday, August 4, 2025, to be followed by a conference call on Tuesday, August 5, 2025, at 8:30 a.m. Eastern Time. Conference Call Details: To participate in the conference call, please dial 1-800-717-1738 (US) or 1-646-307-1865 (international). To access the call, please reference the company name and call title: ODDI ...

Financial Data and Key Metrics Changes - Consolidated net sales decreased by 10.8% in Q1, with organic net sales declining by 17.3% excluding Olive and June [39][40] - Gross profit margin decreased by 160 basis points to 47.1%, primarily due to a shift towards lower price alternatives and elevated retail trade expenses [43] - GAAP operating loss for the quarter was $407 million, primarily due to noncash impairment charges [45] - Non-GAAP adjusted EPS was $0.41 compared to $0.99 in the same period last year [46] Business Line Data and Key Metrics Changes - Home and Outdoor segment net sales declined by 10.3%, with approximately 6.7 percentage points of the decline driven by tariff-related disruption [41] - Beauty and Wellness segment net sales declined by 11.3%, with approximately 9.7 percentage points of the decline driven by tariff-related disruption [42] - OXO brand gained share and extended its leadership in kitchen utensils, while Hydro Flask saw growth driven by expanded distribution [21][22] Market Data and Key Metrics Changes - U.S. point of sale unit growth was seen in eight out of eleven key brands in Q1 [19] - Average price compression of 3% to 4% was noted in the U.S. business, indicating a trend of consumers trading down [18] - Strong category growth was observed in prestige hair liquids, air purifiers, and thermometry, with DTC revenue growth of 9% year over year [20] Company Strategy and Development Direction - The company is focusing on five key priorities: restoring confidence, improving go-to-market effectiveness, refocusing on innovation, leveraging brand strengths, and reinvigorating company culture [11][12][15] - A strategic shift towards supply chain diversification and dual sourcing is being implemented to mitigate tariff impacts [35][53] - The company plans to implement average price increases across its portfolio in the range of 7% to 10% [60] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that Q1 results were below expectations due to greater-than-expected tariff-related disruptions [17] - The macro environment remains uncertain with geopolitical friction and shifting consumer behavior impacting demand [16] - The company expects continued tariff-related disruptions into Q2 but believes these impacts are largely transitory [30] Other Important Information - The company ended Q1 with total debt of $871 million, a decrease of $46 million compared to the previous quarter [47] - Free cash flow for Q1 was strong at $45 million compared to $16 million in the same period last year [20] - The company is not providing a full-year outlook due to ongoing uncertainties related to tariffs and consumer demand [49] Q&A Session Summary Question: Pricing plans and elasticity considerations - The company plans to implement price increases of 7% to 10% across its portfolio, with individual items seeing increases up to 15% [60] - Conservative elasticity assumptions are being made due to the challenging environment [62] Question: Gross margins and SG&A interplay for Q2 - Gross margins are expected to be slightly worse than Q1, but year-over-year improvement is anticipated [66] - SG&A ratio is expected to normalize to approximately 37% to 38% for the remaining three quarters of the fiscal year [51] Question: Long-term earnings power and headwinds - The company acknowledges significant impacts from direct import business and tariff changes, affecting Q1 and Q2 results [75] - The cadence of results is expected to improve in the second half of the year due to pricing actions and stabilization of retail inventory [76] Question: Retail distribution gains and self-base consolidation - The company is expanding distribution in Walmart, particularly for blood pressure monitors, and expects benefits in the second half [93]

Financial Data and Key Metrics Changes - Consolidated net sales decreased by 10.8% in Q1, with organic net sales declining by 17.3% excluding Olive and June [38][39] - Consolidated gross profit margin decreased by 160 basis points to 47.1%, primarily due to a shift towards lower price alternatives and elevated retail trade expenses [43] - GAAP operating loss for the quarter was $407 million, primarily due to noncash impairment charges [44] - Non-GAAP adjusted EPS was $0.41 compared to $0.99 in the same period last year, reflecting lower adjusted operating income and higher interest expense [45] Business Line Data and Key Metrics Changes - Home and Outdoor segment net sales declined by 10.3%, with approximately 6.7 percentage points driven by tariff-related disruption [40] - Beauty and Wellness segment net sales declined by 11.3%, with approximately 9.7 percentage points driven by tariff-related disruption [41] - Olive and June contributed incremental revenue of $26.8 million, helping to partially offset declines in other segments [42] Market Data and Key Metrics Changes - U.S. point of sale unit growth was observed in eight out of eleven key brands in Q1 [20] - Average price compression of 3% to 4% was noted in the U.S. business, indicating a trend of consumers trading down [19] - Strong category growth was reported in prestige hair liquids, air purifiers, and thermometry, with DTC revenue growth of 9% year over year [20] Company Strategy and Development Direction - The company is focusing on five key priorities: restoring confidence, improving go-to-market effectiveness, refocusing on innovation, leveraging brand strengths, and reinvigorating company culture [11][12][15] - A strategic shift towards dual sourcing and supplier diversification is being implemented to mitigate tariff impacts [35][52] - The company plans to implement average price increases across its portfolio in the range of 7% to 10% [59] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that Q1 results were below expectations due to greater-than-anticipated tariff-related disruptions [17] - The macro environment remains uncertain with geopolitical friction, economic uncertainty, and shifting consumer behavior [16] - Management expects continued tariff-related disruptions into Q2 but believes these impacts are largely transitory [29] Other Important Information - The company ended Q1 with total debt of $871 million, a decrease of $46 million compared to the previous quarter [46] - Inventory levels are expected to increase to approximately $510 million to $520 million by the end of Q2, driven by seasonal inventory builds and the Olive and June acquisition [51] Q&A Session Summary Question: Pricing Plans and Elasticity - The company plans to implement average price increases of 7% to 10% across its portfolio, with individual items seeing increases up to 15% [59] - Conservative elasticity assumptions are being made due to the challenging environment [62] Question: Gross Margins and SG&A for Q2 - SG&A ratio is expected to decrease from around 45% in Q1 to approximately 39% in the latter half of the year [69] Question: Long-term Earnings Power - The company believes existing consensus estimates for the full year are reasonable, but the cadence of results has shifted due to tariff changes [75] - The majority of net mitigated unmitigated tariff impact will fall into Q2, with expectations for improvement in the second half of the year [76]

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]

Haverford, PA, May 14, 2025 (GLOBE NEWSWIRE) -- Investview, Inc. (OTCQB: INVU), a diversified financial technology services company that offers multiple business units across key sectors, including a financial education division offering tools, products and content through a global network of independent distributors; a manufacturing division focused on proprietary aesthetics, health, nutrition, & cognitive wellness products for wholesale and retail markets, with strategic plans for global expansion; an ear ...

Financial Data and Key Metrics Changes - System wide sales for Q1 fiscal 2025 reached $225.9 million, a 2.1% increase from $221.4 million in the previous year, driven by the shift in the Easter holiday and payment timing [6][23] - Same store sales grew by 70 basis points, but adjusting for the Easter shift, it would have been approximately flat [23] - Adjusted EBITDA increased by 7.2% to $18.8 million from $17.5 million, with an adjusted EBITDA margin rising to 36.5% from 33.7% [25] - Adjusted net income rose by 10.3% to $9.5 million from $8.6 million [26] Business Line Data and Key Metrics Changes - Total revenue decreased by approximately $400,000 or 90 basis points to $51.4 million, primarily due to lower retail and wholesale product revenue [24] - The company ended Q1 with 1,062 centers, representing a 1% growth year over year, with five gross openings and ten closures, resulting in five net center closures [22] Market Data and Key Metrics Changes - The company is experiencing stable trends in mature center transactions year to date, with expectations for flat to positive same store sales growth [29][82] - The macroeconomic environment remains uncertain, but the core guest base has shown resilience [81] Company Strategy and Development Direction - The company aims to focus on driving sales, improving profitability, and reigniting unit growth, emphasizing the importance of a strong marketing engine and franchisee support [9][10][19] - A more sophisticated development approach is being implemented, focusing on profitable expansion and identifying underpenetrated trade areas for future growth [18] - The company is actively exploring alternative sourcing options to mitigate tariff impacts on product costs [31][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the uncertain consumer backdrop and supply chain environment but remains confident in the fundamentals of the business model [7][28] - The outlook for 2025 is reiterated, with expectations for system wide sales between $940 million and $960 million, and same store sales expected to be flat to positive 2% [30][34] Other Important Information - The company has made significant progress in assembling a new executive team to execute strategic priorities [20] - The marketing strategy is being refined to better target high-value guests and improve guest engagement [12][14] Q&A Session Summary Question: Can you talk about the game plan going forward and the potential tariff impact? - Management is pleased with progress and sees stability in the business, with no material changes in promotional activity expected [41][44] - The company is actively exploring alternative sourcing options to manage tariff exposure [46][47] Question: What are you hearing from franchisees regarding center closures? - Franchisees are passionate about the brand, and the company is focused on building strong partnerships to improve profitability and minimize closures [50][52] Question: Can you provide insight into the increase in capital investment? - The increase is primarily due to inflationary pressures rather than fundamental changes in the business model [60] Question: What are the key themes for the upcoming franchise convention? - The convention will cover a full situation assessment, opportunities, and a plan to maximize potential [62] Question: How do you prioritize marketing and franchisee execution? - The primary focus is on the marketing funnel and franchisee execution, with ongoing efforts to improve guest experience and profitability [100][101] Question: What is the strategy for dealing with higher input prices due to tariffs? - The company is evaluating all options, including potential price adjustments, but aims to manage costs effectively without compromising the brand [112]

Core Points - Waldencast plc is set to release its First Quarter Fiscal 2025 results on May 13, 2025, after the U.S. market closes [1] - A conference call to discuss these results will take place on May 14, 2025, at 8:30 am ET, with participation details provided for investors and analysts [2] Company Overview - Waldencast aims to establish a global best-in-class beauty and wellness operating platform by developing, acquiring, and scaling purpose-driven brands [3] - The company's brand-led business model focuses on customer proximity, business agility, and market responsiveness while preserving each brand's unique identity [3] - The initial step towards this vision involved the business combination with Obagi Medical and Milk Makeup, allowing brands to leverage operational scale and expertise in managing global beauty brands [3]

Core Viewpoint - Momentum investing strategies focus on stocks with price increases, aiming to identify targets for potential upside while considering various timeframes [1] Group 1: Oddity Tech - Oddity Tech Ltd. is a tech company in the beauty and wellness sector, recently achieving a share price of $64.02, with a 52-week range of $30.34 to $65.90 and a P/E ratio of 38.85 [2][3] - The company reported a 70% increase in share price over the last month and a 53% year-to-date increase, surpassing earnings expectations by six cents and achieving a 27% year-over-year revenue growth [3][4] - Oddity's IL MAKIAGE brand is a key driver, with a goal of reaching $1 billion in revenue by 2028, while expanding into European markets despite heavy exposure to the U.S. market [5] Group 2: NeoGenomics - NeoGenomics Inc., a cancer and cytogenetics testing service provider, has a current share price of $8.08, with a 52-week range of $6.08 to $19.12 and a price target suggesting over 85% upside potential [6][7] - The company experienced a 22% share price increase from April 30 to May 5, following a period of decline due to a disappointing earnings report [7][8] - NeoGenomics raised its full-year 2025 guidance and completed the acquisition of Pathline, which is expected to enhance its geographical reach and service portfolio [8] Group 3: Comfort Systems USA - Comfort Systems USA Inc. is a mechanical and electrical services provider with a current share price of $433.79, a 52-week range of $272.93 to $553.09, and a unanimous Buy rating from analysts [9][10] - The company has seen a 40% increase in share price over the last month, driven by a significant backlog growth of nearly $1 billion due to the CHIPS Act and data center investments [10][11] - Anticipated revenue growth for 2025 is expected to be in double digits, potentially benefiting from U.S. manufacturing restoration efforts [11]

Core Insights - ODDITY Tech Ltd. reported strong financial results for Q1 2025, exceeding expectations across all metrics and raising its full-year outlook [2][3][9] - The beauty industry is undergoing significant transformation, with a shift towards online shopping and high-performance products, which ODDITY is well-positioned to capitalize on [2][5] Financial Performance - Q1 2025 net revenue reached $268 million, a 27% increase year-over-year from $212 million in Q1 2024 [4][6] - Gross profit for Q1 2025 was $201 million, up 29% from $156 million in the same quarter last year, with a gross margin of 74.9% [4][6] - Adjusted EBITDA for Q1 2025 was $52 million, representing a 9% increase from $48 million in Q1 2024 [6][31] - Net income for Q1 2025 was $38 million, compared to $33 million in Q1 2024, with an adjusted net income of $42 million [4][6] Operational Highlights - ODDITY achieved double-digit revenue growth for its brands IL MAKIAGE and SpoiledChild [5] - The company is accelerating its international expansion and progressing towards the launch of Brand 3 in Q3 and Q4 of 2025 [5][9] - ODDITY generated $87 million in free cash flow and maintained a strong balance sheet with $257 million in cash and no outstanding debt as of March 31, 2025 [5][7] Financial Outlook - ODDITY raised its 2025 financial outlook, now expecting net revenue between $790 million and $798 million, reflecting a year-over-year growth of 22% to 23% [9][11] - The company anticipates a gross margin of approximately 71% and adjusted EBITDA between $157 million and $161 million for the full year [11][12] - For Q2 2025, ODDITY projects net revenue between $235 million and $239 million, with a gross margin of 70.5% [12]