ODDITY Tech Ltd. (ticker: ODD) is a consumer tech platform revolutionizing the global beauty and wellness market through proprietary technology, data science, and machine learning. The company operates a direct-to-consumer model, offering beauty and wellness products designed to address specific consumer needs. Its brands leverage cutting-edge innovations to deliver high-performance products and a superior shopping experience.
- IL MAKIAGE - Offers a wide range of beauty products and is recognized as the largest online beauty brand in the United States.
- SpoiledChild - Provides multicategory wellness products, including hair and skin care, launched in 2022 to expand the company's portfolio.
- New Ventures Brand Incubator - Develops new brands and product categories, including a telehealth platform and other innovations currently in progress.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Oran Holtzman ExecutiveBoard | Chief Executive Officer | Oran Holtzman is the Chief Executive Officer of Oddity Tech Ltd. and has served in that role since the company's inception. | View Report → | |
Shiran Holtzman-Erel ExecutiveBoard | Chief Product Officer | Shiran Holtzman-Erel is the Co-Founder and Chief Product Officer of ODD, serving since the company’s inception. She joined the board of directors in November 2022 due to her extensive business knowledge. | ||
Lindsay Drucker Mann Executive | Global Chief Financial Officer | Lindsay Drucker Mann is the Global Chief Financial Officer at Oddity Tech Ltd since September 2021. Previously, she served as Managing Director at Goldman Sachs & Co. LLC from February 2005 to September 2021. | ||
Niv Price Executive | Chief Technology Officer | Niv Price is the Chief Technology Officer at Oddity Tech since July 2021, leading the company's technology strategy and cybersecurity initiatives. Previously, he co-founded Voyage81 and served as its CEO until its acquisition, and he has more than 20 years of experience from his service in the Intelligence Directorate of the Israeli Defense Forces. | ||
Lilach Payorski Board | Member of the Board of Directors | Director at Kamada Ltd.; Director at Gauzy Ltd.; Director at Scodix Ltd. | Lilach Payorski has been a member of ODD's Board of Directors since March 1, 2022 and currently serves as the Chair of the Audit Committee. Previously, she served as CFO of Stratasys Ltd. from January 2017 to February 2022 and as Senior Vice President, Corporate Finance from December 2012 to December 2016. | |
Michael Farello Board | Member of the board of directors | Managing Partner at L Catterton; Board member at Vroom; Board member at Better Mortgage | Michael Farello has served as a member of the board of directors at ODD since June 2017, contributing extensive expertise in corporate governance and the consumer retail industry. He also holds external roles as Managing Partner at L Catterton since January 2006, board member at Vroom since July 2015, and board member at Better Mortgage since September 2020. | |
Ohad Chereshniya Board | Board Member at ODD | Director of the audit committee of Itim Ensemble | Ohad Chereshniya has served as a board member at ODD since July 2023 and previously held the CFO role at ODD from June 2013 to May 2017; he also served as CFO at Elementor Ltd. from January 2020 through January 2025. | |
Yehoshua (Shuki) Nir Board | Member of the Board of Directors | CEO of SolarEdge Technologies, Inc.; Director of Kornit Digital Ltd.; Director of Cardo Systems Ltd. | Yehoshua (Shuki) Nir has served as a board member at ODDITY Tech Ltd. since July 2024 and participates on the Audit Committee. He is also currently the CEO of SolarEdge Technologies, Inc. and holds board positions at Kornit Digital Ltd. and Cardo Systems Ltd.. |
- In Q1, you mentioned that international markets contributed to double-digit growth despite representing less than 20% of your business; could you elaborate on the specific strategic initiatives and localized efforts in these markets that will drive expansion?
- With the FTC’s click-to-cancel rule now in effect and your process already in place, what specific metrics are you monitoring to ensure that this regulatory change does not adversely impact subscription retention or revenue?
- Your Q1 results highlighted gross margin improvements driven by cost efficiencies and a favorable product mix; how sustainable are these margin gains, and what risks could potentially disrupt this trend over the next few years?
- Given the complexity and wide product range planned for Brand 3, can you detail the key performance indicators you will track post-launch to ensure that both OTC and prescription segments meet expected demand and profitability targets?
- Considering your stated interest in acquisitions—particularly in biotech and AI—to complement internal capabilities, what specific criteria and timeline will you use to evaluate potential targets in a competitive M&A landscape?
Research analysts who have asked questions during Oddity Tech Ltd earnings calls.
Andrew Boone
JMP Securities
4 questions for ODD
Dara Mohsenian
Morgan Stanley
4 questions for ODD
Youssef Squali
Truist Securities
3 questions for ODD
Lauren Lieberman
Barclays
2 questions for ODD
Scott Schoenhaus
KeyBanc Capital Markets
2 questions for ODD
Anna Lizzul
Bank of America Corporation
1 question for ODD
Cory Carpenter
JPMorgan Chase & Co.
1 question for ODD
Javier Escalante Manzo
Evercore ISI
1 question for ODD
Lorraine Hutchinson
Bank of America
1 question for ODD
Mark Mahaney
Evercore ISI
1 question for ODD
Mark Stephen Mahaney
Evercore ISI
1 question for ODD
Nicholas Cronin
Truist Securities
1 question for ODD
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Revela Inc. | 2023 | **The acquisition was completed on May 12, 2023, with an aggregate purchase price of approximately $69,000 paid partly in cash ($32,514) and partly in Class A Ordinary Shares (701,591 shares) and Restricted Class A Ordinary Shares (612,256 shares subject to performance milestones), and was accounted for as a business combination using the acquisition method. ** |
Recent press releases and 8-K filings for ODD.
- ODDITY Finance LLC issued 0% Exchangeable Senior Notes due 2030 with an initial aggregate principal amount not to exceed $600,000,000.
- The Notes are unsecured and rank equally with other unsecured senior indebtedness but are effectively subordinated to secured indebtedness and liabilities of ODDITY Tech's subsidiaries. The Issuer cannot redeem the Notes prior to June 20, 2028, but can redeem them on or after this date under specific conditions at 100% of principal amount. Holders can require repurchase upon a Fundamental Change at 100% of principal amount.
- A maximum of 8,638,020 Class A ordinary shares may be issued upon exchange of the Notes, based on an initial maximum exchange rate of 14.3967 Class A ordinary shares per $1,000 principal amount. The Notes were sold to qualified institutional buyers and qualified purchasers and have not been registered under the Securities Act.
- Oddity Finance LLC, a wholly-owned subsidiary of ODDITY Tech Ltd. (ODD), priced an offering of $525 million aggregate principal amount of 0% exchangeable senior notes due 2030, an increase from the previously announced $350 million.
- The offering is expected to close on June 12, 2025, and will result in $510.6 million in net proceeds to the Issuer.
- The net proceeds will be used for general corporate purposes, including a hedge overlay to offset share dilution, and are not needed to support the company's ongoing business.
- The notes mature on June 15, 2030, and have an initial exchange price of approximately $92.03 per Class A ordinary share, which represents a 32.5% premium over ODDITY's Class A ordinary share price of $69.46 on June 9, 2025.
- ODDITY Tech Ltd. reported record first quarter 2025 results, with net revenue of $268 million, adjusted EBITDA of $52 million, and adjusted diluted EPS of $0.69, exceeding their own guidance across all metrics.
- The company generated $87 million in free cash flow and held $257 million in cash, cash equivalents, and investments with zero outstanding debt as of March 31, 2025.
- ODDITY raised its full-year 2025 financial outlook, now projecting net revenue between $790 million and $798 million, adjusted EBITDA between $157 million and $161 million, and adjusted diluted EPS between $1.99 and $2.04. The company also provided Q2 2025 guidance, expecting net revenue between $235 million and $239 million.