Added to YB: 2026-06-09
Pitch date: 2026-06-06
ODD [neutral]
Oddity Tech Ltd.
+2.37%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States, Israel, and internationally.
Market Cap
$555.8M
Pitch Price
$9.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.90
P/E
11.59
EV/Sales
0.67
Sector
Personal Care Products
Category
N/A
Oddity: Out of Control
ODD (holding update): Q1 sales -26% YoY (vs -30% guided). Mgmt 'hopeful' for H2 normalization—word choice signals lack of control. IL Makiage CPA improved 28% in May (possible turning point). Shifted 40% of acquisition rev from TBYB to standard Buy. Core risk: total Meta dependence (>50% US beauty ad share), no scale alternative; Meta algo change caused damage w/ no accountability. D2C engine more fragile than appreciated. Position untouched; monitoring web traffic & CPA.
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