Olaplex Q4 sales rise on professional channel strength

Olaplex Holdings

05/03/2026 11:58

Overview

Beauty product maker's Q4 net sales rose 4.3%, slightly beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 exceeded analyst estimates

Outlook

Olaplex expects 2026 net sales between $414 mln and $435 mln

Company anticipates 2026 adjusted gross profit margin of 71% to 72%

Company expects 2026 adjusted EBITDA margin of 21% to 22%

Result Drivers

PROFESSIONAL CHANNEL - Sales in the Professional channel increased 18.9% to $36.8 mln, contributing to overall sales growth

INTERNATIONAL SALES - International sales grew 7.6%, outpacing the 0.8% growth in the U.S., reflecting positive impact from international strategy

HIGHER SG&A EXPENSES - SG&A expenses rose 23.1%, contributing to the net loss despite sales growth

Company press release: ID:nGNX8pqSDQ

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$105.12 mln
$104.65 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.01
$0.007 (9 Analysts)
Q4 EPS
-$0.02
Q4 Adjusted Net Income
Miss
$5.56 mln
$6.54 mln (6 Analysts)
Q4 Adjusted EBITDA
Beat
$12.86 mln
$9.54 mln (7 Analysts)
Q4 Adjusted EBITDA Margin
12.20%
Q4 Gross Profit
$71.46 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the personal products peer group is "buy."

Wall Street's median 12-month price target for Olaplex Holdings Inc is $1.75, about 1.7% below its March 4 closing price of $1.78

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)