OLPX
Olaplex Holdings, Inc.1.4300
+0.1300+10%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A echoes momentum, adds pro color.
Q&A largely reaffirmed prepared remarks on sell-through momentum and 2026 priorities, with no walk-backs or surprises. Management unpacked pro channel surge—18.9% Q4 growth—from Blitz activations, revamped education, and innovation like No.3+, crediting human-to-human ties over scripted overviews. Analysts pressed on Q1 cadence and retail destocking; Catherine attributed softness to strategic No.3+ phasing and marketing front-load, expecting sequential improvement. Innovation pipeline drew praise as multiyear robust, yet stayed vague on verticals. Pro flywheel turns firmer. Watch sell-through velocity through H2.
Key Stats
Market Cap
954.54MP/E (TTM)
-Basic EPS (TTM)
0.00Dividend Yield
0%Recent Filings
8-K
Henkel to buy Olaplex for $2.06/share
Olaplex signed a merger agreement on March 26, 2026, with Henkel's U.S. unit for $2.06 per share in cash, valuing equity at ~$1.4B—a 55% premium to prior close. Board unanimously approved; Advent's 75% stake consented same day, clearing approval hurdles. Deal awaits antitrust nods in U.S., Germany, Australia, UK by March 2027. Risks include regulatory snags.
10-K
FY2025 results
Olaplex's FY2025 net sales held flat at $423M, matching 2024 amid channel shifts—professional up 5.5% to $153M, DTC up 3.1% to $139M, yet specialty retail down 8.3% to $130M—with U.S. at 48% and international steady at 52%. Gross margins ticked up to 69.4% on lower inventory write-offs, but SG&A ballooned 34% to $243M from marketing, legal fees, and $9M Purvala acquisition costs, flipping operating income to $7M from $67M. Q4 momentum showed in professional channel gains, but no quarterly breakdowns disclosed. Debt slashed to $355M after $300M repayment, bolstering $319M cash and $150M revolver capacity. Purvala adds biotech innovation. Supply chain reliance on one vendor (54% sales) risks disruptions.
8-K
Q4 sales beat, FY flat
8-K
Q3 sales dip 3.8%
Olaplex reported Q3 net sales down 3.8% to $114.6 million, with Professional up 5.3% to $44.5 million but Specialty Retail off 13.5%. Net income fell to $11.1 million amid 49.2% SG&A surge from sales, marketing, and $9.3 million Purvala acquisition costs. Company reaffirmed FY25 guidance. Cash dropped to $286.4 million.
10-Q
Q3 FY2025 results
Olaplex's Q3 sales dipped 3.8% y/y to $114.6M (professional up 5.3%, specialty retail down 13.5%), yet gross margin edged up to 69.1%. Operating income shrank to $4.2M from $28.0M, hit by $9.3M Purvala acquisition costs expensed as IPR&D (closed Aug 2025 for $10.5M cash). Debt slashed to $352M after $300M repayment, cash at $286M with $150M revolver available. Net income held at $11.1M, boosted by $9.5M Tax Receivable gain from OBBBA. EPS reconciles. Cash from ops slowed to $26M YTD. Competition heats up in prestige haircare.
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