Question · Q3 2025
Georgia Anderson inquired about the Total Addressable Market (TAM) for METHODIQ, asking if it's defined as all chronic skin sufferers in the U.S. or globally, or a narrower cohort. She also asked about key milestones or KPIs that would indicate METHODIQ is successfully scaling towards its full TAM.
Answer
Lindsay Drucker Mann, CFO of ODDITY, explained that the TAM is viewed in terms of the number of people (e.g., 50 million Americans with acne, 30 million with hyperpigmentation, 30 million with eczema), believing technology will expand the market by reducing friction in accessing care. Oran Holtzman, Co-founder and CEO of ODDITY, listed early KPIs for METHODIQ's success, including user acquisition, repeat rates, app downloads, open rates, and weekly check-ins, which will guide scaling decisions.
Ask follow-up questions
Fintool can predict
ODD's earnings beat/miss a week before the call