Olaplex Holdings, Inc. (OLPX) Earnings
Olaplex Holdings, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $0.02. OLPX has beaten EPS estimates in 5 of its last 11 reported quarters (average surprise +7.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 11, 2026 | $0.01 | $0.02 | +100.0% | $99M | +5.6% |
| Mar 5, 2026 | $0.00 | $0.01 | +129.9% | $105M | +9.9% |
| Nov 6, 2025 | $0.02 | $0.02 | +0.0% | $115M | +10.0% |
| Aug 7, 2025 | $0.01 | $-0.01 | -200.0% | $106M | -3.2% |
| May 8, 2025 | $0.02 | $0.00 | -96.5% | $97M | -3.5% |
| Mar 4, 2025 | $0.01 | $0.01 | +0.0% | $101M | +8.6% |
| Nov 7, 2024 | $0.04 | $0.04 | -7.0% | $119M | +36.1% |
| May 2, 2024 | $0.03 | $0.03 | +6.0% | $99M | -5.7% |
| Feb 29, 2024 | $0.03 | $0.03 | +2.8% | $112M | +2.7% |
| Feb 28, 2023 | $0.06 | $0.07 | +16.7% | $131M | +18.7% |
| Mar 8, 2022 | $0.10 | $0.10 | +0.0% | $166M | +6.0% |
| Oct 1, 2021 | — | $0.08 | — | $152M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q4 FY2025 · March 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Key managerial messages include: - Brand health and volume: In December 2025, positive sell-through in key accounts. Intend to build on momentum in 2026 by positioning heroes as the definitive choice, upgrading and expanding core assortments, and elevating science meets style positioning. - Science-based innovation: Focused on fueling innovation in 2026, refining R&D and new product development processes to address consumer and professional needs, and expecting more innovation than in 2025. - Diversified go-to-market model: Plan to capitalize on professional momentum, deepen point of sale partnerships, and scale global reach through a three-tiered international strategy. Also, first activations of 2026 center on icons number one, two, and three; relaunched Pro Focus number one and number two; unveiled Number 3 Plus; launched campaign 'Science Never Looks So Good'; and coordinated unified global launch for Number 3+ with refreshed packaging.
Guidance
Expect net sales in the range of approximately minus 2% to plus 3% versus fiscal year 2025. Adjusted gross profit margin between 71% and 72%. Adjusted EBITDA margin of 21% to 22%. Guidance assumes no material impact from tariffs. First quarter sales to land below full-year guidance range on a percentage basis compared to prior year. EBITDA significantly pressured in first quarter due to marketing investment for Number 3 Plus, but expect sell-through to improve sequentially later in the year. Marketing efficiency expected to improve year over year for remaining of the year. Non-sales and marketing operating expense expected to increase as analyze 2025 investments in people and processes.
Segment performance
For 2025, net sales were 423.0 million, flat year-over-year. Fourth quarter net sales were 105.1 million, up 4.3% year-over-year. Professional channel: increased 18.9% year-over-year in the quarter to 36.8 million, net sales up 5.5% for the year. Specialty retail: declined 14.5% year-over-year in the quarter to $24.7 million, net sales down 8.3% for the year. Direct-to-consumer: increased 6.6% year-over-year to 43.6 million in the quarter, net sales up 3.1% for the year. U.S. net sales down ~3% in 2025, international sales up ~3%. Adjusted gross profit margin for the quarter was 70.6%, up 200 basis points year over year. Fiscal year 2025 adjusted gross margin was 71.8%, a 40 basis point improvement. Adjusted SG&A was 61.4 million for the quarter, $211.4 million for the year, an increase of $40.8 million year-over-year. Adjusted EBITDA was $12.9 million for the quarter, 12.2% margin; for the year, $93.9 million, 22.2% margin.
Analyst Q&A
Q: Susan Anderson from Canaccord Genuity asked about discrepancy in specialty retail and DTC, first quarter and year cadence, and major launches.
A: Specialty retail outperformed expectations in fourth quarter with sell-through improving; first quarter revenue below guidance range and EBITDA significantly pressured due to marketing investment for Number 3 Plus, but expect sell-through to improve sequentially later in the year.
Q: Sydney Wagner from Jefferies asked about additional verticals across beauty, timing, opportunity, and share gain.
A: Amanda mentioned innovation is key, with Hero SKUs like Number 3 Plus being important, and there's a robust innovation pipeline with multi-year calendar.
Q: Owen Rickert from Northland Capital Markets asked about professional channel strong performance and international markets.
A: Professional channel strong due to innovation, supporting pro, Blitz program, education overhaul; international strategy managed as global flywheel, no specific regional breakdown.
Q: Olivia Tong from Raymond James asked about top line progression and cadence.
A: First quarter revenue driven by different innovation shipments compared to 2025, with strategic phasing of Number 3 Plus launch.
Q: Kate Grafstein from Barclays asked about prestige hair care category development and scaled player benefit.
A: Prestige hair care category less developed historically due to channel definition, but consumer interest in hair and science is growing, and Olaplex is well-positioned.
Q: Andrea Teixeira from JPMorgan asked about distribution, sell-through, and consumption.
A: No pull forward in Number 3 Plus launch, product looks great on shelf, and pleased with investments in visual merchandising.