Waldencast is a fast-growing beauty company with strong brands (Milk Makeup, Obagi), but faces margin pressure and negative earnings due to high SG&A and debt. Recent revenue growth remains solid, but Q1 FY25 saw a sales dip, especially in Milk Makeup, due to international headwinds and inventory adjustments. The company's financials are typical for a high-growth firm: negative cash flow, high leverage, but manageable liquidity, and a long debt runway until 2030.
Waldencast plc (NASDAQ:WALD ) Q1 2025 Earnings Conference Call May 14, 2025 8:30 AM ET Company Participants Allison Malkin - Partner ICR, Investor Relations Michel Brousset - Founder & Chief Executive Officer Manuel Manfredi - Chief Financial Officer Conference Call Participants John Chapman - Alliance Global Partners Jonna Kim - TD Cowen Operator Good day, and welcome to the Waldencast First Quarter 2025 Earnings Call. All participants will be in listen-only mode.
Waldencast plc (NASDAQ:WALD ) Q4 2024 Earnings Conference Call March 19, 2025 8:30 AM ET Company Participants Allison Malkin - Investor Relations Michel Brousset - Founder and Chief Executive Officer Manuel Manfredi - Chief Financial Officer Conference Call Participants Jonna Kim - TD Cowen Ashley Helgans - Jefferies Linda Bolton Weiser - D.A. Davidson Olivia Tong - Raymond James Operator Greetings, welcome to the Waldencast Fourth Quarter and Fiscal Year 2024 Earnings Call.
| Software Industry | Information Technology Sector | Michel Brousset CEO | NASDAQ (CM) Exchange | G9503X103 CUSIP |
| US Country | 335 Employees | - Last Dividend | 28 Jul 2022 Last Split | 11 May 2021 IPO Date |
Waldencast Acquisition Corp. is a prominent entity in the skincare industry, primarily known for its innovative approach to advanced skincare treatments. Established in 1988 and based in White Plains, New York, the company has carved a niche for itself by focusing on products that combat the signs of premature skin aging, damage due to sun exposure, hyperpigmentation, acne, and other skin concerns. These products are widely available and endorsed by dermatologists, plastic surgeons, medical spas, and skincare professionals, ensuring they reach those in need of professional-grade skincare solutions.
Waldencast Acquisition Corp. boasts a diverse portfolio through its key brands, Obagi Medical and Obagi Clinical, each designed to cater to specific skin health needs: