Waldencast plc(WALD)
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Waldencast plc Announces Board Appointments and Annual General Meeting
GlobeNewswire News Room· 2024-10-08 05:10
NEW YORK, Oct. 07, 2024 (GLOBE NEWSWIRE) -- Waldencast plc (NASDAQ: WALD) ("Waldencast" or the "Company"), a global multi-brand beauty and wellness platform, announced today that Hind Sebti, Kelly Brookie and Roberto Thompson have been appointed to its board of Directors (the "Board"), effective September 26, 2024. These executives bring extensive professional experience further enhancing the breadth of talent and expertise possessed by the Board. Ms. Brookie will replace Sarah Brown who has informed the Bo ...
Waldencast plc(WALD) - 2024 Q2 - Earnings Call Presentation
2024-08-29 02:32
业绩总结 - Q2 2024净收入为63.3百万美元,调整后EBITDA为6.3百万美元[25][28] - Q2 2024净收入同比增长25.7%[25] - H1 2024净收入为131.6百万美元,调整后EBITDA为17.7百万美元[28][29] - H1 2024净收入同比增长23.1%[29] - 预计FY 2024可比净收入增长将超过Q2[30] - 预计FY 2024调整后EBITDA中位数利润率将达到中青年[31] 财务状况 - 截至2024年6月30日,现金及现金等价物为19.7百万美元,净债务为155.0百万美元[32] - 未使用的循环信贷额度为30.0百万美元[33] 市场表现 - 北美市场H1 2024增长15.5%[40] - 国际市场H1 2024增长33.3%[41] - H1 2024北美地区净收入增长37.6%,国际市场净收入增长35.2%[89] - 英国市场净收入增长47%,拉丁美洲市场净收入增长183%[85] 产品和技术 - H1 2024有机社交结果表现强劲,新粉丝增长254%,视频观看量增长95%,总参与度增长286%[71] - Obagi医学品牌在全球皮肤科医生推荐中,针对前三大皮肤问题获得第一名[92] - Obagi医学品牌通过临床测试覆盖整个Fitzpatrick皮肤光谱,为每种肤质和肤色开发产品[94] - Obagi医学品牌进行了329项研究,测试了100多种产品,涉及6066名参与者,每项创新最多进行10项测试[101] - Obagi推出了新产品Obagi Medical OBAGI NU-CIL,容量为0.10盎司/3毫升[102]
Waldencast plc(WALD) - 2024 Q2 - Earnings Call Transcript
2024-08-29 02:30
财务数据和关键指标变化 - 第二季度净收入为63.3百万美元,同比增长25.7% [20][22] - 第二季度调整后毛利润为47.5百万美元,调整后毛利率为75.0%,同比增加650个基点 [22] - 第二季度调整后EBITDA为6.3百万美元,同比增加2.4百万美元 [23] - 上半年净收入为131.6百万美元,同比增长23.1% [24] - 上半年调整后毛利润为99.5百万美元,调整后毛利率为75.6%,同比增加890个基点 [24] - 上半年调整后EBITDA为17.7百万美元,同比增长27.2%,调整后EBITDA利润率为13.4% [24] 各条业务线数据和关键指标变化 Milk Makeup - 第二季度净收入为28.7百万美元,同比增长20% [29][31] - 第二季度调整后毛利率为69.7%,同比增加360个基点 [31] - 第二季度调整后EBITDA为5.7百万美元,同比增长48%,调整后EBITDA利润率为19.8% [32] - 上半年净收入为63.2百万美元,同比增长20.8% [33] - 上半年调整后毛利率为70.6%,同比增加460个基点 [33] - 上半年调整后EBITDA为15.7百万美元,同比增长23.4%,调整后EBITDA利润率为24.9% [33] - 北美地区收入增长15.5%,国际地区收入增长33.3% [34] Obagi Medical - 第二季度净收入为34.6百万美元,同比增长30.9% [46][47] - 第二季度调整后毛利率为79.3%,同比增加850个基点 [47] - 第二季度调整后EBITDA为6.5百万美元,同比增长55.4%,调整后EBITDA利润率为18.6% [47] - 上半年净收入为68.4百万美元,同比增长25.4% [48] - 上半年调整后毛利率为80.3%,同比增加1290个基点 [48] - 上半年调整后EBITDA为13.2百万美元,同比增长37.1%,调整后EBITDA利润率为19.3% [48] - 北美地区收入增长37.6%,国际地区收入增长35.2% [49] 各个市场数据和关键指标变化 - 美国高端美妆市场上半年整体增长8%,其中高端护肤品增长7%,高端彩妆增长5% [11][12] - Milk Makeup在美国高端彩妆市场增长3倍于行业 [15] - Obagi Medical在美国高端护肤品市场增长5倍于行业 [14] - Milk Makeup在英国、北欧和拉丁美洲的新市场扩张表现超预期 [44] - Obagi Medical在东南亚重建业务并扩张至越南、泰国、新加坡和印度 [98] 公司战略和发展方向及行业竞争 - 公司的愿景是建立一个全球领先的美容和健康平台,创造、收购、加速和扩大下一代高增长、高盈利、有目标的品牌 [10] - 公司专注于美妆行业,因为这是一个增长稳定、盈利能力强、抗风险能力强的行业 [11] - 公司的两大品牌Milk Makeup和Obagi Medical分别处于美妆和护肤品最具吸引力的细分市场 [13][50] - 公司不过于关注竞争,而是专注于创造出色的消费者价值主张和卓越的执行能力 [73][74] - 公司计划继续大幅增加营销投入以支持品牌发展,同时通过提高运营效率来维持利润水平 [82][83] 管理层对经营环境和未来前景的评论 - 公司对2024年全年的业绩保持乐观,预计收入增长将超过第二季度的25.7%,调整后EBITDA利润率将达到中高teens水平 [25][26] - 公司认为Milk Makeup和Obagi Medical两大品牌仍有大量增长空间,未来将继续加大创新和市场拓展力度 [34][50] - 公司表示Obagi Medical的国际业务发展仍需进一步优化分销网络,并计划在未来2-3年内完成 [98] 其他重要信息 - 公司第二季度和上半年业绩超预期,主要受益于两大品牌的强劲增长和毛利率的大幅提升 [20][24] - 两大品牌在第二季度均受到一定程度的缺货影响,抑制了更高的增长潜力 [21][46] - 公司在第二季度和上半年持续加大营销投入,以支持品牌发展和新品推广 [32][47] - 公司资产负债表稳健,截至6月30日现金及现金等价物为19.7百万美元,有30百万美元的未使用信用额度 [27] 问答环节重要的提问和回答 问题1 **Olivia Tong 提问** 询问公司对于长期收入增长率和EBITDA利润率的预期 [71] **Michel Brousset 回答** 公司未来几年仍有较大的收入增长和利润率提升空间,将继续大幅增加营销投入以支持品牌发展,同时通过提高运营效率来维持利润水平 [73][82][83] 问题2 **Linda Bolton Weiser 提问** 询问公司在Obagi国际业务中的分销模式和库存管理情况 [85] **Michel Brousset 回答** 公司在东南亚已经建立了自有子公司,在其他国际市场主要通过分销商模式,并对分销商的销售情况进行严格监控,不存在库存积压的问题 [87][88][89] 问题3 **Dana Telsey 提问** 询问推动公司毛利率和国际业务增长的主要因素 [91] **Michel Brousset 回答** Obagi毛利率提升主要来自于线上渠道占比提高和运营效率改善,Milk Makeup则主要通过提升运营效率;国际业务增长则源于Milk Makeup在新市场的强劲
Why Waldencast Stock Is Skyrocketing Today
The Motley Fool· 2024-08-29 00:58
文章核心观点 - 公司在第二季度实现了强劲的业绩增长,销售额超出预期,亏损也有所收窄 [1][2][3][4] - 公司的核心品牌正在不断增加市场份额,未来仍有较大的增长空间 [5] - 公司预计下半年的可比销售收入增长率将超过第二季度的25.7%,调整后EBITDA也将超过第一半年的17.7百万美元 [6] 根据相关目录分别进行总结 公司业绩 - 第二季度销售额为63.3百万美元,同比增长28.2% [4] - 第二季度亏损收窄至9百万美元,去年同期为23.5百万美元 [4] - 剔除前Obagi Medical中国业务销售的影响,第二季度可比收入同比增长25.7%,高于第一季度的21% [5] 公司发展 - 公司的核心品牌正在不断增加市场份额,未来仍有较大的增长空间 [5] - 公司预计下半年的可比销售收入增长率将超过第二季度的25.7% [6] - 公司预计下半年调整后EBITDA将超过第一半年的17.7百万美元,全年调整后EBITDA利润率将达到中个位数水平 [6]
Waldencast Reports Q2 2024 Financial Results
GlobeNewswire News Room· 2024-08-28 05:26
$63.3 million of Net Revenue Q2 2024 +25.7% net revenue Comparable Growth: +30.9% Obagi Medical and +20.0% Milk Makeup vs Q2 2023 Adjusted EBITDA of $6.3 million, up +64.5% vs Q2 2023 NEW YORK, Aug. 27, 2024 (GLOBE NEWSWIRE) -- Waldencast plc (NASDAQ: WALD) ("Waldencast" or the "Company"), a global multi-brand beauty and wellness platform, today reported operating results for the three months ended June 30, 2024 ("Q2 2024") and six months ended June 30, 2024 ("H1 2024") on Form 6-K to the U.S. Securities an ...
Waldencast plc(WALD) - 2025 Q2 - Quarterly Report
2024-08-28 05:21
TABLE OF CONTENTS WALDENCAST'S OPERATING AND FINANCIAL REVIEW AND PROSPECTS 2 FINANCIAL INFORMATION F-14 UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS F-15 UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS F-16 UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF SHAREHOLDERS' EQUITY F-17 UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS F-18 NOTES TO UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS F-19 SIGNATURE 40 1 WALDENCAST'S OPERATING AND FINANCIAL REVIEW AND P ...
Waldencast plc Provides Second Quarter and First Half Fiscal 2024 Earnings Conference Call and Webcast Information
GlobeNewswire News Room· 2024-08-21 18:45
NEW YORK, Aug. 21, 2024 (GLOBE NEWSWIRE) -- Waldencast plc, (NASDAQ: WALD) ("Waldencast"), a global multi-brand beauty and wellness platform, provided second quarter and first half fiscal 2024 earnings conference call and webcast information. As previously announced, the Company will report second quarter and first half fiscal 2024 earnings on August 27th, after the close of the U.S. stock market. The Company will conduct a conference call to discuss its earnings results on Wednesday, August 28, 2024 at 8:3 ...
4 Cosmetics Stocks Worth Watching Amid Industry Challenges
ZACKS· 2024-08-14 23:36
In the Zacks Cosmetics industry, companies are facing challenges from inflationary pressures, which have been compounded by a general decline in discretionary spending stemming from higher cost of living and elevated interest rates. These factors have impacted consumer demand across the sector. Nevertheless, initiatives aimed at enhancing digital capabilities and fostering innovation have proven beneficial for firms such as Coty Inc. (COTY) , Inter Parfums, Inc. (IPAR) , Waldencast plc (WALD) and Olaplex Ho ...
Waldencast Announces Participation in the Canaccord Genuity 44th Annual Growth Conference
GlobeNewswire News Room· 2024-08-08 04:15
WHITE PLAINS, N.Y., Aug. 07, 2024 (GLOBE NEWSWIRE) -- Waldencast plc (NASDAQ: WALD) ("Waldencast" or the "Company"), a global multi-brand beauty and wellness platform, today announced that the Company will participate in the Canaccord Genuity 44th Annual Growth Conference being held at the InterContinental Boston Hotel in Boston, Massachusetts. Michel Brousset, Founder and Chief Executive Officer, will participate in a fireside chat presentation on Wednesday, August 14, 2024 at 12:30 p.m. Eastern Standard T ...
Waldencast plc(WALD) - 2024 Q1 - Earnings Call Transcript
2024-05-22 19:33
Waldencast plc (NASDAQ:WALD) Q1 2024 Earnings Conference Call May 22, 2024 8:30 AM ET Company Participants Allison Malkin - Investor Relations, ICR Michel Brousset - Founder & Chief Executive Officer Manuel Manfredi - Chief Financial Officer Conference Call Participants Jonna Kim - TD Cowen Dana Telsey - Telsey Advisory Group Linda Bolton Weiser - D.A. Davidson Operator Greetings. Welcome to Waldencast's First Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. A ...