Overview
Beauty product maker's Q4 net sales rose 4.3%, slightly beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Adjusted EBITDA for Q4 exceeded analyst estimates
Outlook
Olaplex expects 2026 net sales between $414 mln and $435 mln
Company anticipates 2026 adjusted gross profit margin of 71% to 72%
Company expects 2026 adjusted EBITDA margin of 21% to 22%
Result Drivers
PROFESSIONAL CHANNEL - Sales in the Professional channel increased 18.9% to $36.8 mln, contributing to overall sales growth
INTERNATIONAL SALES - International sales grew 7.6%, outpacing the 0.8% growth in the U.S., reflecting positive impact from international strategy
HIGHER SG&A EXPENSES - SG&A expenses rose 23.1%, contributing to the net loss despite sales growth
Company press release: ID:nGNX8pqSDQ
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Slight Beat* | $105.12 mln | $104.65 mln (7 Analysts) |
Q4 Adjusted EPS | Beat | $0.01 | $0.007 (9 Analysts) |
Q4 EPS | -$0.02 | ||
Q4 Adjusted Net Income | Miss | $5.56 mln | $6.54 mln (6 Analysts) |
Q4 Adjusted EBITDA | Beat | $12.86 mln | $9.54 mln (7 Analysts) |
Q4 Adjusted EBITDA Margin | 12.20% | ||
Q4 Gross Profit | $71.46 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the personal products peer group is "buy."
Wall Street's median 12-month price target for Olaplex Holdings Inc is $1.75, about 1.7% below its March 4 closing price of $1.78
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 12 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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