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    John Chapman • Alliance Global Partners

    John Chapman is an Equity Research Associate at A.G.P./Alliance Global Partners, specializing in equity research analysis. He covers public companies such as Waldencast, having recently initiated coverage with a 'Buy' rating and a $5 price target in April 2025. Chapman began his role at Alliance Global Partners approximately 120 days ago and does not appear to have held prior senior analyst positions in the finance sector. Specific details regarding his professional licenses, FINRA registration, or notable industry recognitions are not publicly available.

    John Chapman's questions to Waldencast PLC (WALD) leadership

    John Chapman's questions to Waldencast PLC (WALD) leadership • Q1 2025

    Question

    John Chapman of Alliance Global Partners inquired about the supply chain restructuring for the Obagi brand, asking for details on the initiative and its potential to improve operations and support future innovation.

    Answer

    Executive Michel Brousset explained that while the supply chain is cost-efficient, it lacks the necessary flexibility and speed to meet rising demand. The company is streamlining its warehousing from a two-step to a one-step process to improve responsiveness. Brousset acknowledged this transition caused some Q1 disruption and out-of-stocks but stated it will ultimately allow the company to better meet demand peaks for new and existing products.

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