Vladdeep/iStock via Getty ImagesOlaplex Holdings, Inc. (NASDAQ:OLPX) in May reported the company’s Q1 financials, showing a performance roughly in line with the previously announced sales guidance combined with good profitability. The company has its Q2 report ahead likely in the coming weeks, and with the reaffirmed 2024 guidance suggesting a gradual recovery into growth, I believe that investors should watch Q2 closely to see how the sales growth turnaround is performing. In my previous article on the ...

NEW YORK, July 11, 2024 (GLOBE NEWSWIRE) -- Olaplex Holdings, Inc. (NASDAQ:OLPX) ("OLAPLEX" or "the Company") today announced the appointment of two highly seasoned leaders to its executive team. Catherine Dunleavy will join OLAPLEX as Chief Operating Officer and Chief Financial Officer, effective August 13, and Katie Gohman will join the Company as Chief Marketing Officer, effective July 15. Ms. Dunleavy brings more than two decades of experience driving the strategy and performance of premier consumer bra ...

财务数据和关键指标变化 - 第一季度净销售额下降13.1%至989百万美元,略高于之前披露的指导区间 [44] - 毛利率为74.3%,同比增加170个基点 [51] - 调整后EBITDA下降29.1%至355百万美元,调整后EBITDA利润率为35.9% [53] - 调整后净收益下降至206百万美元,每股摊薄收益为0.03美元 [53] - 现金流量充沛,第一季度经营活动产生现金流437百万美元 [55] - 现金和现金等价物余额为5.075亿美元,较2023年末增加4.11亿美元 [56] 各条业务线数据和关键指标变化 - 专业渠道销售下降19.9%至387百万美元,部分原因是精简分销商 [48] - 专业渠道受到分销商精简的影响,主要集中在欧洲 [48] - 专业渠道销售下滑部分被特殊渠道销售增长所抵消,特殊渠道销售下降1.2%至344百万美元 [48] - 直接面向消费者渠道销售下降15.7%至257百万美元,受到发货时间调整的影响 [49] 各个市场数据和关键指标变化 - 美国市场销售增长2.5%,主要由于去年同期的客户库存调整 [50] - 国际市场销售下降24.3%,部分原因是去年同期的基数较高,以及分销商精简的影响 [50] 公司战略和发展方向及行业竞争 - 公司正在实施业务转型计划,2024年将专注于稳定业务,同时推进长期发展战略 [12][13] - 公司将限制新增分销渠道,专注于现有客户和渠道,并精简一些存在转售问题的分销商 [16][59][60] - 公司正在加强营销、销售和教育投入,以提升品牌影响力和需求 [22][29] - 公司正在完善内部能力和文化,以支持未来发展 [30][31] - 公司正在制定长期战略规划,包括评估市场机会、优化品牌定位、加快创新和拓展全球业务 [32][35][36][37] - 公司认为专业渠道和专业发型师仍然是重要的发展方向,但需要应对消费者购买渠道的变化 [128][129] 管理层对经营环境和未来前景的评论 - 管理层认为行业内的消费者趋势,如消费者到美发店的频率降低以及产品购买渠道变化,并非公司独有的挑战 [128] - 管理层对公司的长期发展前景保持乐观,认为公司有强大的品牌基础和产品差异化优势 [14][33] - 管理层表示正在采取多项措施来稳定销售趋势,提升毛利率和盈利能力 [67] 问答环节重要的提问和回答 问题1 **Jonna Kim 提问** 询问专业渠道和整体美发行业的最新动态 [70] **Amanda Baldwin 回答** 公司未看到专业渠道和整体行业有明显变化,仍在应对消费者购买渠道转移的趋势 [71] 问题2 **Andrea Teixeira 提问** 询问销售趋势和国际市场的调整情况 [77] **Amanda Baldwin 和 Eric Tiziani 回答** 公司正在精简国际分销商,预计全年会有持续影响,但相信长期在国际市场有很大机会 [78][82][83] 问题3 **Olivia Tong 提问** 询问销售渠道的稳定性以及限制分销的进展 [81] **Eric Tiziani 回答** 销售渠道趋势正在稳定,公司正在精简存在转售问题的分销商,预计全年会有持续影响 [82][83][84]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-Q ________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number 001-40860 ________________________ Olaplex ...

For the quarter ended March 2024, Olaplex Holdings, Inc. (OLPX) reported revenue of $98.91 million, down 13.1% over the same period last year. EPS came in at $0.03, compared to $0.05 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $94.86 million, representing a surprise of +4.26%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.03.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

财务状况 - 2024年3月31日前三个月的净销售指导已确认[3] 高管变动 - CFO Eric Tiziani于2024年5月6日辞职，将由Paul Kosturos担任临时CFO[5] - Kosturos是Alvarez & Marsal的董事总经理，将继续在该公司工作[6]

公司信息 - Olaplex Holdings, Inc.计划在2024年5月2日市场开盘前公布2024财年第一季度财务结果[1] - 公司将于同一天上午9:00am ET/6:00am PT举行投资者电话会议和网络直播，回顾2024财年第一季度财务结果[2] - OLAPLEX是一家创新的、科技驱动的美容公司，致力于改善消费者的头发健康，通过创造创新的键合技术在头发服务期间和之后保护、加强和重新连接头发中的断裂键[3]

公司财务信息 - Olaplex Holdings, Inc.计划在2024年5月2日市场开盘前公布2024财年第一季度财务结果[1] - 公司将于当天上午9:00 ET/6:00 PT举行投资者电话会议和网络直播，回顾2024财年第一季度财务结果[2] 公司业务介绍 - OLAPLEX是一家创新的、科技驱动的美容公司，致力于改善消费者的头发健康，通过创造创新的键合技术在头发服务期间和之后保护、加强和重新连接头发中的断裂键[3]

SANTA BARBARA, Calif., April 04, 2024 (GLOBE NEWSWIRE) -- Olaplex Holdings, Inc. (NASDAQ:OLPX) ("OLAPLEX" or "the Company") today announced that Eric Tiziani will step down as Chief Financial Officer to pursue another opportunity, effective May 3. The company has launched an external search for a new CFO in partnership with a leading executive search firm. While the search is underway, Paul Kosturos, a seasoned financial executive with over 30 years of experience, will join OLAPLEX and serve as Interim CFO ...

Olaplex Holdings, Inc. (NASDAQ:OLPX) Q4 2023 Results Conference Call February 29, 2024 9:00 AM ET Company Participants Patrick Flaherty - Vice President, Investor Relations Amanda Baldwin - Chief Executive Officer Eric Tiziani - Chief Financial Officer Conference Call Participants Sydney Wagner - Jefferies Tom Nass - Cowen Lauren Lieberman - Barclays Andrea Teixeira - JPMorgan Susan Anderson - Canaccord Genuity Dana Telsey - Telsey Advisory Group Operator Greetings, and welcome to the Olaplex Holdings, Inc. ...