Added to YB: 2025-03-10
Pitch date: 2025-03-06
ODD [neutral]
Oddity Tech Ltd.
+0.05%
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 and internationally.
Market Cap
$2.2B
Pitch Price
$43.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.64
P/E
21.57
EV/Sales
1.91
Sector
Personal Care Products
Category
growth
Oddity Secret Sauce: Profit Over Growth—Genius or Red Flag?
ODD (earnings overview): Q1 rev +27% YoY to $123.6M, beating 20% target. Gross margin 72.7%, +330bps YoY. FY25 guidance $776-785M (+20-21%). IL MAKIAGE $500M, SpoiledChild $150M in 2024. Brand 3 (telehealth) launching Q3/Q4. Concerns: flat web traffic, high SG&A%. Strong repeat sales (60%+) driving growth.
Read full article (8 min)