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Waldencast (WALD) investor relations material
Waldencast Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary4 Dec, 2025
Company overview and business model
Operates a global beauty and wellness platform, acquiring and scaling purpose-driven brands with a focus on agility and brand identity.
Key brands include Obagi Medical (professional skincare) and Milk Makeup (clean, vegan makeup), with recent expansion into U.S. cosmetic fillers via Novaestiq acquisition.
Obagi Medical products are distributed primarily through physician-dispensed channels and e-commerce, while Milk Makeup targets Gen-Z/Alpha via omni-channel retail.
Novaestiq acquisition grants exclusive U.S. rights to commercialize saypha® cosmetic fillers, following FDA approval in September 2025.
Financial performance and metrics
2023 PIPE Investment raised $70 million at $5.00 per share, with 14 million shares issued.
PIPE and FPA transactions have contributed significant capital, with PIPE Investors and FPA participants holding substantial equity.
No cash dividends have been paid to date; future dividends are not anticipated in the near term.
Use of proceeds and capital allocation
No proceeds will be received from the resale of shares by Selling Holders; all proceeds go to the Selling Holders.
Company bears registration and listing costs, while Selling Holders pay their own brokerage and legal fees.
Saypha® sales milestone outlook
Upcoming share lock-up expirations impact
Warrant redemption strategy rationale
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Next Waldencast earnings date
Q4 202519 Mar, 2026
Next Waldencast earnings date
Q4 202519 Mar, 2026
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Frequently asked questions
Waldencast plc is a global investment company focused on building and scaling premium beauty and wellness brands. The company partners with and invests in businesses within the beauty and personal care sectors, helping them grow through strategic guidance and operational support. The company is headquartered in White Plains, New York, and its shares are listed on the Nasdaq.
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