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George Arison

Research Analyst at Evercore ISI

George Arison's questions to Oddity Tech (ODD) leadership

Question · Q4 2025

George Arison asked whether ODDITY's significant actions to fix the user acquisition issue were primarily structural/technical fixes to internal data feedback loops and AI, or if the rebound was expected from a strategic shift in budget allocation.

Answer

Oran Holtzman, Co-founder and CEO, confirmed that the fixes involve both infrastructure, offering adjustments, and signal adjustments. He highlighted ODDITY's internal capabilities, including data scientists, developers, and media buyers, which allow them to run dozens of variants simultaneously, making them well-prepared to address the problem.

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