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Visual24 Oct 2025
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Waldencast (WALD) investor relations material
Waldencast Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary18 Aug, 2025
Executive summary
Achieved double-digit growth in Obagi Medical's core channels and strong U.S. retail sales for Milk Makeup in H1 2025, with digital expansion and new product launches driving performance.
Completed Novaestiq acquisition, doubling Obagi Medical's U.S. addressable market and marking entry into the dermal filler segment.
Initiated a strategic review to explore alternatives for maximizing shareholder value, retaining Lazard as financial advisor.
Financial highlights
Net revenue growth for FY 2025 now expected in the low to mid-single digits, reflecting moderated industry conditions and H1 performance.
Adjusted EBITDA margins anticipated in the low to mid-teens, demonstrating operating discipline despite revised top-line expectations.
Outlook and guidance
Updated FY 2025 guidance projects low to mid-single digit net revenue growth and low to mid-teen adjusted EBITDA margins.
Ongoing investments in brand platforms, supply chain, and digital capabilities to support long-term growth.
Why postpone H1 2025 earnings release?
Assess Milk Makeup's international challenges.
Elaborate on the strategic alternatives review.
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Next Waldencast earnings date
Q3 202512 Nov, 2025
Next Waldencast earnings date
Q3 202512 Nov, 2025
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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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