
Work Here?
ODDITY Tech builds and scales digital-first beauty and wellness brands through a portfolio of consumer brands and services. It uses data science, machine learning, and computer vision to deliver personalized product recommendations within a direct-to-consumer platform, and it controls the full process from brand creation to customer acquisition; ODDITY LABS also uses AI-based molecule discovery to develop new formulations. The company differentiates itself by combining end-to-end brand development with a centralized AI-powered platform and a multi-brand portfolio, enabling personalized recommendations, data-driven product development, and tight brand equity management in a DTC model, along with in-house research and development. Its goal is to grow beauty and wellness brands with AI and data-driven methods, achieve strong margins, expand brand equity, and continually grow its portfolio through product innovation and acquisitions.
Industries
Data & Analytics
Consumer Software
AI & Machine Learning
Consumer Goods
Company Size
501-1,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
2014
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Total Funding
$1.2B
Above
Industry Average
Funded Over
4 Rounds
ODDITY Tech Q2 earnings call highlights. ODDITY Tech (NASDAQ:ODD) reported second-quarter 2026 net revenue of $181 million, down 25% from a year earlier, as its IL MAKIAGE brand continued to face higher customer-acquisition costs tied to an advertising-account dislocation with its largest ad partner. Management said the quarterly revenue result came in at the favorable end of its prior guidance range for a 25% to 30% decline. Adjusted EBITDA was $13 million, above the company's outlook of $8 million to $10 million, while adjusted diluted earnings per share totaled $0.20. Discover more Stocks & Bonds Co-founder and CEO Oran Holtzman said the company remains focused on resolving the issue affecting IL MAKIAGE's ability to reach intended audiences through its main advertising partner. He said ODDITY and the advertising partner are conducting intensive testing and that the company believes the issue is technical and related to "audience drift" in the partner's algorithm rather than underlying brand demand. "Once it's behind us, we are back to growth," Holtzman said, adding that IL MAKIAGE has a pipeline of products that the company intends to support once customer-acquisition costs normalize. IL MAKIAGE pressure weighs on sales and margins. Global CFO Lindsay Drucker Mann said IL MAKIAGE's advertising disruption affected first-order revenue most heavily, while also reducing repeat purchases tied to advertising activity. Companywide net revenue from first orders declined about 40% year over year in the second quarter, driven by IL MAKIAGE, while repeat-order revenue fell about 20%. Average order value declined approximately 8% from the prior-year period. Drucker Mann attributed the decline largely to lower IL MAKIAGE average order values, reflecting fewer first orders, which typically carry higher order values than repeat purchases, as well as a product-mix shift away from IL MAKIAGE skin products. Gross margin fell to 68.7% from 72.3% a year earlier, a decline of approximately 360 basis points. The company cited lower average order values as a factor. Drucker Mann said ODDITY does not view the margin pressure as structural, noting that its longer-term gross-margin expectation remains in the high-60% range and that improved acquisition conditions should allow the company to resume optimizing for average order value. Holtzman said the company is also expanding its efforts across distribution and advertising channels to make the business more resilient, though he did not announce specific initiatives. He said maintaining a substantial direct-to-consumer business remains important because of the customer data it provides. SpoiledChild and METHODIQ provide growth areas. While IL MAKIAGE faced pressure, management highlighted continued momentum at SpoiledChild and early progress from the recently launched METHODIQ brand. SpoiledChild is expected to grow at least 35% in 2026 and approach $350 million in net revenue, according to Holtzman. He said the wellness brand continued to generate strong customer cohort metrics, including average order value and repeat purchasing. Twelve-month net-revenue repeat rates at SpoiledChild are above 100%, management said. The company said SpoiledChild has been affected by the same advertising-algorithm issue, but to a lesser degree than IL MAKIAGE. ODDITY increased acquisition spending behind SpoiledChild during the quarter, citing attractive expected 12-month contribution margins. Holtzman said the company plans to continue international expansion for the brand and has more than eight products and categories planned for next year. METHODIQ, which launched several months ago, is expected to generate more first-year revenue than SpoiledChild did in its first year, according to management. The medical-grade brand launched with 30 products spanning non-prescription offerings, prescription products and personalized treatment protocols. Holtzman pointed to hyperpigmentation as an early area of traction for METHODIQ. The brand uses computer vision to assess dark spots and uneven skin tone, with the resulting data provided to a healthcare provider that can issue a personalized treatment plan. He said one of METHODIQ's products, Melanex 509, uses ODDITY LABS' patented molecule combination called ODDL1007. The company also plans to expand METHODIQ into additional categories in 2027. Holtzman said a category of particular interest is longevity and metabolic health, where the company intends to offer legally available prescription injectable and peptide therapies. Outlook calls for sequential improvement. For the third quarter, ODDITY expects net revenue to decline approximately 5% year over year, representing a meaningful improvement from the first half of 2026. The company expects adjusted EBITDA of $18 million to $20 million. For the full year, ODDITY forecast a net-revenue decline of approximately 19% and adjusted EBITDA between $30 million and $32 million. Drucker Mann said the company expects stronger repeat revenue in the second half but is maintaining a conservative fourth-quarter outlook because it has not yet determined how much advertising spending will be directed toward testing versus revenue generation. The company ended the quarter with $561 million in cash equivalents and investments, while its $350 million in credit facilities remained undrawn. During the quarter, ODDITY repurchased 5.6 million shares for $80 million, bringing year-to-date repurchases to 11.7 million shares for $163 million. The company said those repurchases reduced ordinary shares outstanding by approximately 20%, with about $87 million remaining under its $200 million repurchase authorization. Stocks & Bonds ODDITY also repurchased $50 million face value of its zero-coupon June 2030 exchangeable notes for $35 million during June. Management said it plans to remain opportunistic in managing its capital structure. About ODDITY Tech (NASDAQ:ODD). 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. It serves consumers worldwide through its AI-driven online platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty and wellness products. The company sells beauty, hair, and skin products under the IL MAKIAGE and SpoiledChild brands.
Oddity Tech reported a 25% revenue decline in Q2 2026, which management attributes to an "algorithm dislocation" with its main advertising partner. This technical issue caused audience drift and sharply increased customer acquisition costs for IL MAKIAGE. The company is prioritising technical fixes over immediate growth, shifting resources to retrain the advertising algorithm rather than launching planned products. IL MAKIAGE is expected to return to growth in 2027. SpoiledChild remains on track for $350 million in 2026 revenue, maintaining strong unit economics despite platform challenges. The company launched METHODIQ, a new brand targeting medical-grade beauty customers using computer vision and patented molecules. Management plans to launch a fourth brand in 2027, aiming to reduce dependency on single brands or acquisition channels. The company expects sequential revenue improvements through the remainder of 2026.
ODDITY Tech reports second quarter 2026 results, expects sequential revenue improvement in the third quarter. * Second quarter net revenue of $181 million, down approximately 25% year-over-year * Second quarter adjusted EBITDA of $13 million * Second quarter net income of $13 million and second quarter adjusted net income of $11 million * Strong liquidity position including cash, cash equivalents and investments of $561 million, and aggregate credit facilities of $350 million which remain undrawn NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) - ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the second quarter ended June 30, 2026. "We made progress during the quarter, including strong results for both SpoiledChild and METHODIQ," said Oran Holtzman, ODDITY co-founder and CEO. "We remain hopeful that IL MAKIAGE is on track to achieve normalization and we continue to work in close partnership with our largest advertising partner to solve the technical issue." ODDITY achiev... Third-Party Content Disclaimer Content displayed on this platform may include news articles, reports, and other materials aggregated from publicly available third-party sources through automated tools. Such content is not created, written, commissioned, or edited by Straits Interactive Pte Ltd or the Data Protection Excellence (DPEX) Network. While DPEX Network take reasonable steps to ensure responsible publication, DPEX Network do not independently verify all third-party information and make no representations as to its accuracy, completeness, or reliability. The views, findings, and statements expressed in third-party content belong solely to the original source and do not reflect the views of Straits Interactive Pte Ltd or the DPEX Network. If you believe any content is inaccurate, infringing, or should be removed, please contact DPEX Network at [email protected]. DPEX Network will review the matter and, where appropriate, take action in accordance with its internal policies.
ODDITY Tech Ltd. (NASDAQ:ODD) given average rating of "Reduce" by analysts. August 19, 2026 Key points. * Analysts collectively rate ODDITY Tech "Reduce": Four analysts recommend selling and nine advise holding, with an average 12-month price target of $25.39. * ODDITY Tech shares opened at $12.30, well below their 52-week high of $64.23. The company's latest quarter included an adjusted EPS loss of $0.17, missing estimates, while revenue fell 26.2% year over year despite exceeding forecasts. * The CFO sold 109,602 shares worth approximately $1.65 million under a pre-arranged trading plan to cover tax obligations. Institutional investors own 35.88% of the company. * MarketBeat previews top five stocks to own in September. Shares of ODDITY Tech Ltd. (NASDAQ:ODD - Get Free Report) have been given a consensus rating of "Reduce" by the thirteen research firms that are presently covering the firm, MarketBeat Ratings reports. Four analysts have rated the stock with a sell rating and nine have given a hold rating to the company. The average twelve-month price target among brokers that have issued ratings on the stock in the last year is $25.3864. A number of research analysts recently weighed in on ODD shares. Jefferies Financial Group reiterated a "hold" rating and issued a $10.25 price objective on shares of ODDITY Tech in a research note on Tuesday, June 2nd. Barclays cut their price objective on shares of ODDITY Tech from $13.00 to $8.00 and set an "underweight" rating for the company in a research report on Wednesday, June 3rd. Zacks Research raised ODDITY Tech from a "strong sell" rating to a "hold" rating in a research note on Tuesday, August 4th. KeyCorp reissued a "sector weight" rating on shares of ODDITY Tech in a research note on Wednesday, June 3rd. Finally, Needham & Company LLC reissued a "hold" rating on shares of ODDITY Tech in a research note on Tuesday, June 2nd. ODDITY Tech trading up 1.7%. Shares of ODDITY Tech stock opened at $12.30 on Wednesday. The stock has a market capitalization of $708.23 million, a P/E ratio of 15.57 and a beta of 2.38. ODDITY Tech has a 52-week low of $9.25 and a 52-week high of $64.23. The company has a debt-to-equity ratio of 1.96, a quick ratio of 2.86 and a current ratio of 4.06. The stock's 50-day simple moving average is $14.60 and its 200 day simple moving average is $16.13. ODDITY Tech (NASDAQ:ODD - Get Free Report) last issued its earnings results on Tuesday, June 2nd. The company reported ($0.17) earnings per share for the quarter, missing analysts' consensus estimates of ($0.04) by ($0.13). ODDITY Tech had a return on equity of 15.38% and a net margin of 6.97%.The business had revenue of $197.94 million for the quarter, compared to the consensus estimate of $187.87 million. During the same quarter in the prior year, the business earned $0.69 EPS. ODDITY Tech's revenue for the quarter was down 26.2% compared to the same quarter last year. As a group, research analysts anticipate that ODDITY Tech will post -0.55 EPS for the current year. Insider activity. In other news, CFO Mann Lindsay Drucker sold 109,602 shares of the company's stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $15.09, for a total value of $1,653,894.18. Following the completion of the transaction, the chief financial officer directly owned 77,709 shares in the company, valued at approximately $1,172,628.81. This represents a 58.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 130,678 shares of company stock valued at $1,956,201. Institutional trading of ODDITY Tech. A number of hedge funds have recently bought and sold shares of the company. Wexford Capital LP bought a new position in ODDITY Tech during the third quarter valued at approximately $40,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of ODDITY Tech by 134.8% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,134 shares of the company's stock worth $69,000 after acquiring an additional 651 shares during the last quarter. Legal & General Group Plc bought a new stake in shares of ODDITY Tech in the 2nd quarter worth approximately $71,000. SG Americas Securities LLC bought a new position in shares of ODDITY Tech during the 1st quarter valued at $104,000. Finally, Headlands Technologies LLC purchased a new position in ODDITY Tech in the 2nd quarter worth $108,000. Institutional investors own 35.88% of the company's stock. ODDITY Tech company profile. 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. It serves consumers worldwide through its AI-driven online platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty and wellness products. The company sells beauty, hair, and skin products under the IL MAKIAGE and SpoiledChild brands. Further reading. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider ODDITY Tech, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and ODDITY Tech wasn't on the list. While ODDITY Tech currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys. Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain - combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Pomerantz law firm announces the filing of a class action against ODDITY tech ltd. and...
Find jobs on Simplify and start your career today
Industries
Data & Analytics
Consumer Software
AI & Machine Learning
Consumer Goods
Company Size
501-1,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
2014
Find jobs on Simplify and start your career today