Added to YB: 2026-10-01
Pitch date: 2026-09-27
ODD [bullish]
Oddity Tech Ltd.
+27.8%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States, Israel, and internationally.
Market Cap
$903.6M
Pitch Price
$18.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
175.39
P/E
72.73
EV/Sales
1.33
Sector
Personal Care Products
Category
growth
ODDITY Going Physical: Own Stores Beat Meta Dependency
ODD (earnings): Q3 guidance for an approximately 5% year-over-year revenue decline, versus a 25% decline in Q2, is less encouraging than it appears: the improvement likely reflects SpoiledChild’s rising mix, higher H2 acquisition spending and incremental Methodiq sales rather than a customer-acquisition fix. SpoiledChild is on track for at least 35% growth and nearly $350M of 2026 net revenue, while declining brand traffic suggests acquisition issues persist; unconfirmed company-owned stores could diversify acquisition from Meta if store CAC proves lower.
Read full article (4 min)