Oddity Tech Ltd
NASDAQ:ODD
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Oddity Tech Ltd
NASDAQ:ODD
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Oddity Tech Ltd
Oddity Tech is a consumer company that sells beauty and wellness products directly to shoppers online. Its main brands include makeup and skincare under IL MAKIAGE and hair, skin, and supplement products under SpoiledChild. It uses a mostly digital model to find customers, match them to products, and sell branded items without relying on a traditional store network. The company makes money by selling its own products through its websites and related online channels. Customers are mainly individual consumers looking for cosmetics, skincare, and personal care products. Oddity also uses data and software tools to guide product discovery and marketing, which helps it reach shoppers more efficiently than a classic retail or wholesale beauty company. What makes Oddity different is that it is both a brand owner and a technology-driven seller. Instead of building its business around physical shelves, it builds direct relationships with consumers, learns from online shopping behavior, and uses that information to design and market products. That gives it more control over branding, pricing, and customer experience than a typical beauty supplier that depends heavily on stores and distributors.
Oddity Tech is a consumer company that sells beauty and wellness products directly to shoppers online. Its main brands include makeup and skincare under IL MAKIAGE and hair, skin, and supplement products under SpoiledChild. It uses a mostly digital model to find customers, match them to products, and sell branded items without relying on a traditional store network.
The company makes money by selling its own products through its websites and related online channels. Customers are mainly individual consumers looking for cosmetics, skincare, and personal care products. Oddity also uses data and software tools to guide product discovery and marketing, which helps it reach shoppers more efficiently than a classic retail or wholesale beauty company.
What makes Oddity different is that it is both a brand owner and a technology-driven seller. Instead of building its business around physical shelves, it builds direct relationships with consumers, learns from online shopping behavior, and uses that information to design and market products. That gives it more control over branding, pricing, and customer experience than a typical beauty supplier that depends heavily on stores and distributors.
Revenue: Net revenue fell 26% year over year, a bit better than management’s outlook for about a 30% decline, as abnormal customer acquisition costs continued to hit first orders.
CPA Recovery: Management said IL MAKIAGE CPA improved in May, down an estimated 28% from April, but emphasized it is still too early to call the issue solved and that the second quarter outlook assumes CPA stays difficult.
Profitability: Adjusted EBITDA was negative $7 million in Q1, but the company still expects full-year adjusted EBITDA to be positive and guided Q2 to $8 million to $10 million.
Core Issue: Leadership framed the problem as technical, tied to one major advertising partner, not a brand or saturation issue, and said it is working directly with the partner to fix it.
Brand Mix: Repeat sales held up better than first orders, and SpoiledChild also saw higher CPA but less severely than IL MAKIAGE; METHODIQ remains an early bright spot and is expected to contribute $25 million in revenue this year.
Capital Return: The company bought back about 6 million shares for about $82 million in the quarter and still had about $167 million left on its repurchase authorization.
