Headquartered in 8 Haharash Street, Jaffa Fiscal year ends December NASDAQ: ODD oddity.com
ODDITY Tech Ltd. is a consumer tech company that builds and scales digital-first brands in the beauty and wellness industries, which have historically been dominated by offline retail.
**Platform:** Its AI-driven online platform serves over 70 million users. It uses data science to identify consumer needs and then develops beauty and wellness products to meet them.
**Brands:**
- **IL MAKIAGE:** cosmetics.
- **SpoiledChild:** wellness and beauty; expected to approach about $350 million of 2026 net revenue.
- **METHODIQ:** a newer brand planning to expand into longevity and metabolic health, including prescription injectable and peptide therapies, in 2027.
**Sales channels:** About 96% of revenue comes from online direct-to-consumer sales through its own websites. The company does not sell to resellers or distributors. The remainder comes from Israel retail, beauty academies and marketing affiliates.
**Operations:** ODDITY runs an R&D center in Tel Aviv and a biotechnology lab in Boston.
**Current situation:** The company is working to resolve a customer-acquisition dislocation affecting IL MAKIAGE on its largest advertising platform.
**Capital structure:** It has a dual-class share structure and reports as a foreign private issuer. Its financing includes 0% exchangeable senior notes due 2030. Updated
The revenue decline nearly stopped: sales slipped just 2% year over year against guidance for a 5% drop. The IL MAKIAGE advertising dislocation is still squeezing gross margin, but SpoiledChild is on track to approach $350 million this year.
ODDITY reports before the open with the bar set at $0.30 EPS on $140.5 million in revenue, and the credibility question is last quarter's result, when it beat expectations by a penny after missing by 262% the quarter before. Three beats in four quarters still leaves this $675 million beauty-tech name with something to prove.
Pre-Market Stock Futures: The futures are trading flat after a big follow-through rally on Wednesday, which fed off the big gains generated on Tuesday. The big news after the closing bell was…
ODDITY Tech Ltd. is a consumer tech company that builds and scales digital-first brands in the beauty and wellness industries, which have historically been dominated by offline retail. **Platform:** Its AI-driven online platform serves over 70 million users.
The Wall Street consensus 12-month price target for ODD is $16.94.
