Oddity Tech (ODD) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual ...

NEW YORK, Nov. 13, 2024 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced that it has entered into a transaction with a fund managed by L Catterton (“L Catterton”) to repurchase approximately 2.35 million Class A Ordinary Shares (the “Shares”) of the Company for a total cash consideration of approximately $100 million, at a purchase price of $42.501 per share. The transaction will be funded from the Company’s existing cash resources. ODDITY’s board of directors determined that the repurchas ...

财务数据和关键指标变化 - 2024年前9个月，公司营收增长27%至5.23亿美元，调整后EBITDA为1.35亿美元，产生1.19亿美元自由现金流，近90%的EBITDA转化为现金[10] - 本季度净营收增长26%至1.19亿美元，调整后EBITDA为2500万美元，调整后EBITDA利润率为20.8%，调整后稀释每股收益为0.32美元[31][41][42] - 本季度毛利润率为69.9%，压缩35个基点，超出68%的预期，预计第四季度毛利润率将进一步正常化至68%[38] - 2024年全年，公司预计净营收在6.42亿 - 6.44亿美元之间，同比增长26% - 27%，预计全年毛利润率为71.5%，调整后EBITDA在1.47亿 - 1.49亿美元之间，调整后稀释每股收益在1.85 - 1.87美元之间[45][46] - 2024年第四季度，预计净营收同比增长22% - 24%[47] - 2025年，公司预计净营收增长20%，调整后EBITDA利润率为20%[48] 各条业务线数据和关键指标变化 - 本季度净营收增长由订单增加驱动，平均订单价值同比增长9%，平均订单价值增长由每单商品数量增加和向高价产品的正向组合转变驱动，部分被向重复销售的组合转变所抵消[32] - IL MAKIAGE和SpoiledChild在各产品类别中的表现推动了本季度净营收增长，两个品牌都在持续保持两位数的增长率，IL MAKIAGE今年将跨越5亿美元大关，两个品牌都有望随着时间推移达到10亿美元营收[31][24] 各个市场数据和关键指标变化 - 公司已正式进入加拿大、英国、德国和澳大利亚市场，在这些地区已经非常成功且盈利性高，目前在已进入的每个国家中排名第一或第二，国际市场是巨大的增长机会，长期来看可能占业务的50%以上，但目前仍主要专注于美国市场，且没有中国市场的风险敞口[72][73][75] 公司战略和发展方向和行业竞争 - 公司的直接面向消费者（DTC）模式是其核心竞争力，与竞争对手相比，公司通过早期技术投资、建立用户基础、利用用户数据、吸引技术人才等方式构建了深度优势，如高重复率、高用户满意度、高可预测性、不受零售商限制等，从而实现持续增长[7][13][14][17][18][19][20] - 公司的增长驱动因素包括巨大的全球市场总额（TAM）、现有品牌的增长、新品牌的推出、技术创新以及ODDITY LABS的发展，新品牌3和4将于明年下半年推出，同时继续增加未来的品牌储备[23][24][26][27][28] - 在行业竞争中，公司认为大多数竞争对手在美容业务中的销售疲软主要是由于渠道组合问题，而公司的在线业务模式是行业增长的重要驱动力，公司将继续利用其DTC模式的优势在竞争中获胜[11] 管理层对经营环境和未来前景的评论 - 管理层认为公司的业务模式具有强大的实力和韧性，本季度的业绩再次证明了这一点，尽管行业存在挑战，但公司的业务各方面表现良好，如最新的客户群体表现强劲、重复收入频率增加、平均订单价值增加等[34][35] - 对于2025年及以后，管理层充满信心，认为公司有多种增长选择，将凭借大量准备工作以良好的势头进入2025年，并实现财务目标和承诺[29][30] 其他重要信息 - 公司在本季度回购了约100万股股票，价值约3700万美元，剩余约1.03亿美元的回购授权，将根据现金流、现金储备和股价情况继续进行股票回购[44] - 公司以调整后基础报告业绩，可在财报中找到与GAAP的完整对账[31] 问答环节所有的提问和回答 问题1 - 能否详细说明第四季度的强劲开局，以及本季度到目前为止在业务中看到的更多信息？另外，能否更新品牌3和4的情况，预计何时开始增加营收贡献、推出的时间安排、前期的支出以及如何考虑预发布的支出？[49] - 第四季度开局强劲，延续了第三季度的良好势头，客户行为表现良好，如重复率最高、平均订单价值最高等，各产品年份都有增长，这都在计划之中，公司对业务有很强的掌控力[50][51][52][53] - 品牌3和4正在按计划开发，都将于明年下半年准备就绪，品牌3正在积极组建和扩大团队、完成品牌塑造、建立远程医疗基础设施、进行大规模消费者研究、在视觉技术方面取得进展并构建生成式AI模型，品牌4也在按计划推进并有自己的团队和CEO[54][55][56][57][58] - 对于品牌3和4，2025年不期望有任何实质性的营收贡献，因为IL MAKIAGE和SpoiledChild非常强劲，公司仍有巨大的基础增长空间，但成本结构将是重要的，这就是为什么预计明年毛利润率会压缩至20%[59][60][61] 问题2 - 能否详细解释一下营收增长情况？能否更好地理解9%的平均订单价值（AOV）增长？考虑到2025年20%的营收增长公式，如何看待单位增长？另外，关于生成式AI，能否帮助我们更好地理解这项技术为公司带来了什么以及如何使用它？[63] - AOV增长虽然是营收增长的一个推动因素，但主要的营收增长驱动因素是订单，AOV增长的驱动因素包括扩大产品线、模型更好地匹配产品、增加向上销售和捆绑销售以及产品组合的变化，未来营收增长的主要驱动因素仍将是订单[64][65][66][67] - 关于生成式AI，数据很重要，公司在行业中有大量数据，可以构建模型来更好地进行个性化和定制化，在品牌3方面正在进行大量相关工作，但目前还处于早期阶段[68][69] 问题3 - 如何看待国际扩张的机会规模？何时开始加大投入？另外，品牌3提到的皮肤和身体问题，是否意味着公司正在考虑提供GLP药物，还是更侧重于皮肤方面？[70] - 公司在已进入的国际市场（加拿大、英国、德国和澳大利亚）非常成功且盈利性高，国际市场是巨大的增长机会，长期来看可能超过业务的50%，目前仍主要专注于美国市场，但不排除2025年进入新国际市场的可能[72][73][74][75] - 品牌3没有提供GLP药物的计划，提到的身体问题包括湿疹等身体状况，不包括减肥[71]

Oddity Tech (ODD) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 45.45%. A quarter ago, it was expected that this online retailer of cosmetics and beauty products would post earnings of $0.67 per share when it actually produced earnings of $0.82, delivering a surprise of 22.39%.Over ...

Exhibit 99.1 ODDITY TECH REPORTS RECORD THIRD QUARTER RESULTS, RAISES OUTLOOK · Record third quarter net revenue of $119 million, up 26% year-over-year · Record third quarter adjusted EBITDA of $25 million · Record third quarter net income of $18 million, up 362% year-over-year, and record third quarter adjusted net income of $20 million, up 53% year-over-year · Record nine-month net revenue of $523 million, up 27% year-over-year · Record nine-month adjusted EBITDA of $135 million · Record nine-month net op ...

Investors interested in stocks from the Internet - Software sector have probably already heard of Oddity Tech (ODD) and Smartsheet (SMAR) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlig ...

● . . | --- | --- | |--------------------------------------------------------------------------------------------|-------| | | | | INVESTOR COUNSEL, Encourages Oddity Tech Ltd. Investors to Secure Counsel Before Important | | | September 17 Deadline in Securities Class Action - | | September 17, 2024 10:45 AM EDT | Source: The Rosen Law Firm PA New York, New York--(Newsfile Corp. - September 17, 2024) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Oddity Tech L ...

New York, New York--(Newsfile Corp. - September 17, 2024) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against ODDITY Tech Ltd. ("ODDITY" or "the Company") (NASDAQ: ODD) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired ODDITY securities bet ...

NEW YORK, Sept. 16, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Oddity Tech Ltd. (NASDAQ: ODD) between July 19, 2023 and May 20, 2024, both dates inclusive (the "Class Period"), of the important September 17, 2024 lead plaintiff deadline. SO WHAT: If you purchased Oddity securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT T ...

NEW YORK, Sept. 16, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of ODDITY Tech Ltd. (NASDAQ: ODD). Shareholders who purchased shares of ODD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/oddity-tech-loss-submission-form/?id=102411&from=4 CLASS PERIOD: July 19, 2023 to May ...