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- **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.


Olaplex Holdings, Inc. (OLPX) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

OLPX

OLPX fundamentals

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