Financial Performance & Guidance - Q2 2025 net sales reached $1063 million[59], with an adjusted EBITDA of $246 million[59] and an adjusted EBITDA margin of 231%[59] - Year-to-date 2025 net sales totaled $2033 million[59], with an adjusted EBITDA of $502 million[59] and an adjusted EBITDA margin of 247%[59] - Fiscal year 2025 net sales are projected to be between $410 million and $431 million[63], representing a -3% to +2% change compared to fiscal year 2024[63] - The company anticipates an adjusted gross profit margin of 705% to 715%[63] and an adjusted EBITDA margin of 20% to 22%[63] for fiscal year 2025[63] Strategic Focus - The company is focused on three key priorities: generating brand demand, harnessing innovation, and executing with excellence[28] - The company is in phase 3 of brand building, focusing on "Building the Content Engine"[29] - The company is reconnecting with the Pro segment, emphasizing the science-led revolution in haircare[46, 47] Market & Category - Premium haircare is in its early stages with substantial room for growth[16] - Premium haircare represents 47% of the haircare market, compared to 20% for the rest of the beauty market[15] - The company estimates a 6-7% CAGR for premium hair from 2024-2028[15]
Olaplex (OLPX) - 2025 FY - Earnings Call Presentation