ODDOddity Tech Ltd.
Oddity Tech Ltd. sells personal care and hygiene products, leveraging its proprietary materials science to develop sustainable, high-performance formulations. The next catalyst is Jan 12, 2027 — Holiday Season Sales Update, which will test the company’s ability to deliver strong seasonal demand in a competitive market.
- Revenue grew 25.2% YoY to $809.84M in 2025, with net margin at 13.7% (TTM).
- Free cash flow (TTM) of $83.64M suggests operational discipline, though debt-to-equity remains at 0.01x.
- Shareholders’ equity stands at $396.50M, with diluted EPS of $1.80.
The Read
Oddity Tech’s stock initially fell on Q1 2026 revenue declines but then rallied about 9.
The schedule
- Tue12Jan
The Holiday Season Sales Update will test the company's ability to meet or exceed seasonal demand expectations, particularly in its core markets. The last print saw a pullback due to weaker-than-expected sales performance.
- Mon3May
The earnings release will test the company's ability to deliver strong revenue growth and margin expansion, following a recent miss on guidance. The last print saw a pullback due to weak margin commentary.
- Mon2Aug
This release will test the company's ability to sustain revenue growth and improve operating margins, particularly in light of recent strategic capital allocation moves. The last print saw a pullback due to mixed guidance.
- Mon1Nov
- Mon31Jan
Past
- Tue6Oct
Actual outcome: Bull · $21.57 at outcome
The stock rallied following the event as the new brand incubation and tech platform updates signaled a strategic shift toward growth. The forward guidance highlighted stabilization in demand and long-term growth potential, while the rebrand and Microsoft designations reinforced investor confidence in the company's direction. The price exceeded the bull target, confirming the positive market reaction to these developments.
Investor day outlining the product roadmap and updates on new brand incubations to offset legacy platform declines.
- Mon3Aug
Actual outcome: Bear · $14.12 at outcome
ODDITY Tech reported Q2 EPS of -$0.38, exactly matching consensus estimates. Without a bottom-line beat or clear positive catalysts to offset ongoing concerns about the company's sharp revenue contraction and margin deterioration, the results failed to reassure the market, leading to a 7.3% decline in the stock.
Second-quarter earnings release addressing the sharp -26% YoY revenue contraction and recent margin deterioration.
- Wed15Jul
Actual outcome: Bear · $16.22 at outcome
ODDITY's strategic capital allocation update failed to alleviate investor concerns regarding its soaring $609 million debt load and negative free cash flow. The lack of a compelling strategy to address these fundamental financial pressures drove a negative market reaction, causing the stock to drop 6.9% by the outcome date and continue its downward trajectory in the following weeks.
ODD's update on capital allocation strategy amid a soaring $609M debt load and negative free cash flow.
- Tue2Jun
Actual outcome: Bull · $11.40 at outcome
The stock rallied 16.1% following the Q1 2026 earnings report, despite an EPS miss, as the company provided positive forward guidance on consumer demand resilience. The outlook signaled stabilization in key markets, and strategic initiatives were highlighted, reinforcing investor confidence. The price move exceeded the bull target, aligning with the positive narrative around long-term growth prospects.
Q1 2026 earnings print and assessment of top-line consumer resilience amidst macro pressures.
