Did Olaplex Holdings beat or miss consensus estimates last quarter?

What is the market's earnings forecast for Olaplex Holdings next quarter?

What guidance did Olaplex Holdings's management provide for the next earnings period?

What were the key takeaways from Olaplex Holdings’s earnings call?

What is Olaplex Holdings's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Olaplex Holdings year over year?

What is Olaplex Holdings's gross profit margin?

What were the key takeaways from Olaplex Holdings's earnings call?

- **Revenue Resilience**: Q3 net sales of $114.6M (-3.8% YoY) beat expectations, driven by earlier shipments and improved sell-through.
- **Brand Momentum**: New hair masks launched with record 360-degree campaign, achieving 4.7-star reviews and top 3 prestige sales in Q3.
- **Financial Strength**: Adjusted EBITDA of $30.8M (26.9% margin) despite $29.7M in strategic investments, reaffirming full-year guidance.
- **Strategic Wins**: Blitz program boosts sell-through by 15%+ in key cities; Purvala acquisition accelerates R&D pipeline.
- **Risks**: Q4 faces macroeconomic headwinds, including consumer sentiment and industry destocking.

**【Management Opening Remarks】**
- Exceeded third-quarter expectations with net sales of $114.6 million, down 3.8% YoY, but better than anticipated due to earlier shipments.
- Highlighted sequential improvement in sell-through trends, driven by the launch of the Rich Hydration and Weightless Nourishing Masks and the first fully integrated 360-degree marketing campaign.
- Noted progress in international markets, particularly in direct investment regions like the U.K., with sales outperforming broader trends.

**【CEO Commentary】**
- **Strategic Priorities**: 
  - **Brand Demand**: Year-to-date adjusted EBITDA margin of 25.5% despite $29.7 million in strategic investments. Brand health tracker shows improved perception as approachable and science-driven, with 4.7-star average reviews for new masks.
  - **Innovation**: Successful launch of 2 new masks, which are top 3 selling prestige hair products in Q3 2025. Acquired Purvala Bioscience to accelerate R&D pipeline.
  - **Execution Excellence**: Expanded Blitz program to 3 new cities, driving 15%+ sell-through improvement. Reorganized international strategy into 3 tiers: partner-led, direct investment, and light-touch markets.

**【CFO Commentary】**
- **Financial Highlights**: 
  - Adjusted EBITDA of $30.8 million (26.9% margin), exceeding internal expectations.
  - Gross margin of 71.5%, up 70 bps YoY, driven by improved promotional management.
  - Reaffirmed full-year guidance: net sales -3% to +2% YoY, adjusted EBITDA margin 20%-22%.
- **Q4 Outlook**: Balancing optimism for holiday sales with macroeconomic risks (weaker consumer sentiment, industry destocking). International revenue shifts expected to benefit professional channel.

**【Q&A Highlights】**
- **Order Timing**: Third-quarter pull-forward of shipments may pressure Q4, but inventory levels are healthy.
- **Promotional Environment**: Focused on timed promotions (e.g., 4 SKUs ranked #1 in categories during July event) rather than always-on discounts.
- **International Momentum**: Key partners in Japan, Nordics, and Germany aligning on joint business plans, with select markets outperforming expectations.
- **Innovation Pipeline**: Purvala acquisition positions for future breakthroughs, with near-term focus on optimizing current product launches.


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