Olaplex Holdings Inc
NASDAQ:OLPX

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Olaplex Holdings Inc
NASDAQ:OLPX
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Price: 2.03 USD 0.5% Market Closed
Market Cap: $1.4B

Olaplex Holdings Inc
Investor Relations

In a world where the beauty industry constantly seeks innovation, Olaplex Holdings Inc. emerged as a game changer, capturing the fascination of stylists and consumers alike. Founded with a revolutionary approach, Olaplex developed a chemistry that could effectively mend damaged hair, a perennial issue faced by millions. Their proprietary formula, which repairs broken disulfide bonds in hair caused by chemical, thermal, and mechanical damage, positioned Olaplex as a staple in salons globally. Their flagship product, the Olaplex No. 1 Bond Multiplier, paved the way for an expansive line of treatments and haircare solutions that cater to a wide array of hair needs. Central to their strategy is an educational approach, empowering stylists through training and incentivizing the advocacy of their brand.

Olaplex’s business model is both straightforward and strategic, leveraging a direct-to-consumer and professional distribution network to fuel its revenue streams. By initially targeting salons with professional-grade products, they built credibility and brand loyalty among haircare professionals. This strong base then extended to retail consumers through a line of products that could be used at home, allowing clients to continue the hair repair process outside of the salon. Through this dual-channel approach, Olaplex maximizes its market reach, with retail partnerships enhancing their brand presence while maintaining strong relationships within the professional community. The company’s journey from niche innovator to a publicly traded entity underscores a success story rooted in both scientific ingenuity and strategic market expansion.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 5, 2026
AI Summary
Q4 2025

Results: Net sales were $423.0M for fiscal 2025 (flat year-over-year); Q4 revenue was $105.1M, up 4.3% year-over-year.

Profitability: Adjusted EBITDA was $93.9M (22.2% margin) for the year and $12.9M (12.2% margin) in Q4; margins remain below 2024 as planned investments were made.

Guidance: 2026 outlook: net sales approx -2% to +3% vs. 2025, adjusted gross profit margin 71%–72%, and adjusted EBITDA margin 21%–22%; Q1 will be below the full-year range and EBITDA notably pressured.

Innovation: Company launched No. 3+ (new treatment with claimed clinical results: 3x stronger, 3x softer after one 3-minute use) and acquired Purvala Bioscience to broaden bio-inspired capabilities.

Brand & Marketing: Completed a full brand relaunch and 360° marketing engine in 2025; brand awareness and sentiment improved per their tracker and campaign metrics (e.g., ~2 billion impressions).

Pro channel momentum: Professional channel strength: Q4 professional sales $36.8M, up 18.9% year-over-year, driven by market blitzes, education and back-bar availability.

Working capital & balance sheet: Generated operating cash flow of $58.7M in 2025; cash $318.7M, debt $352.3M, inventory $60.2M (down $15.0M vs. prior-year Q4).

Key Financials
Net sales (FY 2025)
$423.0 million
Revenue (Q4 FY 2025)
$105.1 million
Adjusted EBITDA (FY 2025)
$93.9 million (22.2% margin)
Adjusted EBITDA (Q4 FY 2025)
$12.9 million (12.2% margin)
Adjusted gross profit margin (Q4 FY 2025)
70.6%
Adjusted gross profit margin (FY 2025)
71.8%
Adjusted SG&A (Q4 FY 2025)
$61.4 million
Adjusted SG&A (FY 2025)
$211.4 million
Operating cash flow (FY 2025)
$58.7 million
Cash and cash equivalents (Q4 end)
$318.7 million
Total debt (Q4 end)
$352.3 million
Inventory (Q4 end)
$60.2 million
Professional channel sales (Q4 FY 2025)
$36.8 million
Specialty retail sales (Q4 FY 2025)
$24.7 million
Direct-to-consumer sales (Q4 FY 2025)
$43.6 million
U.S. net sales (FY 2025)
down approximately 3%
International net sales (FY 2025)
up approximately 3%
2026 net sales guidance
approximately -2% to +3% versus fiscal 2025
2026 adjusted EBITDA margin guidance
21% to 22%
Earnings Call Recording
Other Earnings Calls

Management

Mr. John Paul Bilbrey
Executive Chair of the Board
No Bio Available
Ms. Amanda G. Baldwin
CEO & Director
No Bio Available
Mr. Kenneth F Egan
Interim Chief Accounting Officer
No Bio Available
Mr. John C. Duffy
General Counsel & Secretary
No Bio Available
Ms. Katie Gohman
Chief Marketing Officer
No Bio Available
Ms. Trisha L. Fox
Chief People Officer
No Bio Available

Contacts

Address
CALIFORNIA
Santa Barbara
1187 Coast Village Road, Suite 1-520
Contacts
+16179519461.0
www.olaplex.com
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