Kate Grafstein • Barclays

Question 1

Kate Grafstein's questions to Olaplex Holdings Inc (OLPX) leadership • Q2 2025

Aug 7, 2025

Question

Kate Grafstein of Barclays asked for a comparison of performance in the professional channel between the U.S. and international markets, and questioned what might be driving a potential positive inflection outside the U.S.

Answer

CEO Amanda Baldwin stated that the company does not break out performance by geography within channels but noted that international trends are largely consistent with North America, suggesting U.S. strategies should translate well globally. COO & CFO Catherine Dunleavy added that due to the transformation, year-to-date trends are more indicative than quarterly results and that the company is actively renegotiating international distributor contracts.

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Question 2

Kate Grafstein's questions to International Flavors & Fragrances Inc (IFF) leadership • Q4 2024

Feb 19, 2025

Question

Kate Grafstein inquired about the Scent business, asking why Fragrance Ingredients growth was so strong in the quarter and what the outlook is for 2025, and also asked for the growth expectation for Fine Fragrances and if it is expected to normalize.

Answer

CFO Michael DeVeau explained that the strong double-digit growth in Fragrance Ingredients was driven by a successful strategy to target high-value ingredients. He anticipates this growth will moderate in 2025 due to tougher comparisons and some price deflation. For Fine Fragrance, which saw high single-digit growth, he expects growth to continue into 2025 based on new business wins and expansion in emerging markets. CEO Jon Erik Fyrwald added that overall industry dynamics for Scent remain favorable, driven by its importance in consumer products and growing consumer interest in fine fragrances.