Olaplex (OLPX) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Financial Results - Net sales decreased by 3.8% to $114.6 million compared to Q3 2024[27] - Specialty Retail channel sales decreased by 13.5% compared to Q3 2024[27] - Direct to Consumer channel sales decreased by 2.9% compared to Q3 2024[27] - Professional channel sales increased by 5.3% compared to Q3 2024[27] - Net income decreased to $11.1 million compared to $14.8 million in Q3 2024[32] - Adjusted EBITDA decreased to $30.8 million compared to $44.6 million in Q3 2024[32] - Adjusted EBITDA margin decreased to 26.9% compared to 37.5% in Q3 2024[32] Profitability - Gross profit margin increased to 69.1% compared to 68.6% in Q3 2024[29] - Adjusted gross profit margin increased to 71.5% compared to 70.8% in Q3 2024[29] - SG&A increased to $64.1 million compared to $43.0 million in Q3 2024[29] - Adjusted SG&A increased to $51.3 million compared to $40.4 million in Q3 2024[29] Financial Position & 2025 Guidance - The company expects net sales of $410 million to $431 million for fiscal year 2025, representing a -3% to +2% change compared to fiscal year 2024[39] - The company expects adjusted gross profit margin of 70.5% to 71.5% for fiscal year 2025[39] - The company expects adjusted EBITDA margin of 20% to 22% for fiscal year 2025[39]