Oddity Tech (ODD) Barclays 18th Annual Global Consumer Staples Conference 2025 summary

Culture and business model

• Emphasizes a culture of innovation, challenging conventions, and moving fast to disrupt the industry.

• Operates a fully online, direct-to-consumer platform with over 60 million users and no third-party sales.

• Maintains agility and flexibility in resource allocation and inventory management due to its digital model.

Brand portfolio and growth

• Il Makiage surpassed $500 million in revenue, with 40% from skin products this year.

• SpoiledChild, launched three years ago, will exceed $200 million in revenue this year.

• Brand 3, focused on telehealth and dermatology, is in soft launch and will formally launch in Q4.

• Brand 4 is on track for launch in 2026, with additional brands in development.

Financial performance and outlook

• Achieved nine consecutive quarters of exceeding targets and raising full-year guidance.

• Maintains a long-term goal of 20% annual revenue growth and 20% Adjusted EBITDA margins.

• Growth is purposefully paced to ensure high-quality margins and reinvestment opportunities.

• Strong repeat rates and broad demographic reach support sustained performance.