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Dec 31, 2025
Olaplex Q4 2025 Earnings Report
Olaplex Q4 2025 Earnings Report
Key Takeaways
Olaplex reported a 4.3% increase in net sales for Q4 2025, driven by strong growth in the Professional and Direct-To-Consumer channels, despite a decline in Specialty Retail. However, the company experienced a wider net loss of $13.1 million compared to the prior year, primarily due to increased SG&A expenses and litigation-related costs.
Net sales grew 4.3% to $105.1 million, with Professional channel sales surging 18.9%.
Specialty Retail channel faced a significant headwind, with revenue declining 14.5% year-over-year.
Net loss widened to $13.1 million from $8.8 million in Q4 2024, resulting in a diluted EPS of $(0.02).
International sales outperformed the domestic market, growing 7.6% compared to 0.8% growth in the United States.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal year 2026, Olaplex expects net sales between $414 million and $435 million, with growth weighted toward the second half of the year.
Positive Outlook
- Anticipated net sales up to $435 million for the full year.
- Adjusted Gross Profit Margin expected to remain strong between 71% and 72%.
- Strategic initiatives expected to drive consumer demand in the second half of 2026.
- Consistent innovation pipeline and renewed brand momentum from 'Bonds & Beyond' transformation.
- Strengthened balance sheet following a $300 million voluntary debt repayment in 2025.
Challenges Ahead
- Q1 2026 net sales performance expected to trend below the full-year average.
- Q1 2026 Adjusted EBITDA margin expected to be significantly lower due to front-loaded marketing spend.
- Full-year Adjusted EBITDA margin guidance of 21%-22% is lower than the 22.2% achieved in FY 2025.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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