WALD

FY 2025 net revenue of $272.1 million, flat to FY 2024, and Adjusted EBITDA of $16.1 million Q4 2025 net revenue of $72.0 million, flat to Q4 2024 and Adjusted EBITDA of $6.6 million Obagi Medical sees continued revenue acceleration as a result of transformation efforts and continued brand momentum, alongside investments supporting the recent launch of its injectables platform Milk Makeup maintains U.S. consumption growth through distribution expansion, offset by softness in international markets Waldencast advanced its strategic priorities in 2025, entering medical aesthetics, and strengthening its financial flexibility through the sale of the Obagi Japan trademark and the refinancing of its credit facility. As a result, the Company enters 2026 with a strong foundation for successful growth LONDON, March 13, 2026 (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 December 31, 2025 (“Q4 2025”) and year ended December 31, 2025 (“Year Ended 2025”) on Form 6-K to the U.S. Securities and Exchange Commission (the “SEC”), which are also available on our investor relations site at http://ir.waldencast.com/. “Fiscal 2025 was a defining year of transformation for Waldencast, as we focused on strengthening our operating platform and sharpening our strategic focus to support long-term, profitable growth,” said Michel Brousset, Waldencast Founder and CEO. “While our fourth-quarter performance reflected this transition with mixed results across our portfolio, we have successfully expanded our addressable market, increased the reach and effectiveness of our brand marketing, and significantly strengthened our balance sheet.” “Obagi Medical continues to demonstrate exceptional momentum, with revenue acceleration driven by robust international demand and U.S. direct-to-consumer success. While reported earnings reflect the intentional, incremental investments made to power our entry into the aesthetics category, the brand’s underlying performance remains strong. The Q1 2026 launch of Obagi® saypha® MagIQ™ is a pivotal milestone that doubles our addressable market1 and cements our leadership in integrated skincare and medical aesthetics.” “At Milk Makeup, our team’s disciplined execution delivered in Q4 higher year-over-year Adjusted EB...

LONDON, March 11, 2026 (GLOBE NEWSWIRE) -- Waldencast plc, (NASDAQ: WALD) (“Waldencast”), a global multi-brand beauty and wellness platform announced that its Fourth Quarter and Fiscal Year 2025 earnings will be issued in a press release on March 13, 2026, prior to U.S. market open. The Company does not plan to host a conference call to discuss results given its ongoing strategic review. About Waldencast plc Founded by Michel Brousset and Hind Sebti, Waldencast’s ambition is to build a global best-in-class beauty and wellness operating platform by developing, acquiring, accelerating, and scaling conscious, high-growth purpose-driven brands. Waldencast’s vision is fundamentally underpinned by its brand-led business model that ensures proximity to its customers, business agility, and market responsiveness, while maintaining each brand’s distinct DNA. The first step in realizing its vision was the business combination with Obagi Medical and Milk Makeup. As part of the Waldencast platform, its brands will benefit from the operational scale of a multi-brand platform; the expertise in managing global beauty brands at scale; a balanced portfolio to mitigate category fluctuations; asset light efficiency; and the market responsiveness and speed of entrepreneurial indie brands. For more information please visit: https://ir.waldencast.com/. Contacts Investors ICR Allison Malkin [email protected] Media ICR Brittany Fraser [email protected]

Transformation efforts drive performance improvements at Obagi Medical with accelerating revenue Contrasted performance for Milk Makeup with Q2 2025 net revenue growth driven by U.S. channel expansion and sell-out acceleration but softer performance in Q3 2025 in international markets Company advances key strategic initiatives, including expansion into medical aesthetics through the Novaestiq acquisition and strengthened balance sheet following the sale of the Obagi Japan trademark and credit facility refinancing Waldencast updates FY 2025 guidance to reflect current trends and purposeful investments to drive long-term growth LONDON, Nov. 24, 2025 (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, 2025 (“Q2 2025”), and six months ended June 30, 2025 (“H1 2025”), and provided a trading update for the three months ended September 30, 2025 (“Q3 2025”) on Form 6-K to the U.S. Securities and Exchange Commission (the “SEC”), which are also available on our investor relations site at http://ir.waldencast.com/. “Through the first nine months of the year, we delivered stable net revenue performance with contrasted results between the brands, while advancing our strategic priorities to drive our long-term growth,” said Michel Brousset, Waldencast Founder and CEO. “In Q2 2025, our net revenue grew 5.6% year-over-year to $66.8 million and we delivered an Adjusted EBITDA Margin of 5.0%. In Q3 2025, our results reflected a contrasted performance across the portfolio. Performance at Obagi Medical continued to be supported by breakthrough innovation and the strengthening of the international business. Milk Makeup continued to grow consumption in the U.S. but faced a more challenging comparison against last year’s exceptionally successful launches, further impacted by softness in international markets. Obagi Medical Obagi Medical continued to build on its strong momentum, achieving the leading position in unaided brand awareness within its competitive set1. In Q3 2025, net revenue accelerated to double-digit growth, led by exceptionally strong performance in e-commerce channels and in international markets, even as we rationalized our distribution by exiting some distribution points that no longer aligned with our brand ethos...

This article first appeared on GuruFocus. Waldencast PLC (NASDAQ:WALD) is set to release its Q2 2025 earnings on Nov 24, 2025. The consensus estimate for Q2 2025 revenue is $68.11 million, and the earnings are expected to come in at -$0.04 per share. The full year 2025's revenue is expected to be $296.35 million and the earnings are expected to be -$0.30 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with WALD. Is WALD fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Waldencast PLC (NASDAQ:WALD) have remained stable at $296.35 million for the full year 2025 and $339 million for 2026 over the past 90 days. Earnings estimates have also remained consistent at -$0.30 per share for the full year 2025 and -$0.28 per share for 2026 over the same period. In the previous quarter ending on 2024-12-31, Waldencast PLC's (NASDAQ:WALD) actual revenue was $72.10 million, which exceeded analysts' revenue expectations of $70.65 million by 2.06%. Waldencast PLC's (NASDAQ:WALD) actual earnings were -$0.18 per share, which missed analysts' earnings expectations of -$0.05 per share by -246.15%. After releasing the results, Waldencast PLC (NASDAQ:WALD) was up by 3.61% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for Waldencast PLC (NASDAQ:WALD) is $3.50 with a high estimate of $5.00 and a low estimate of $2.00. The average target implies an upside of 38.89% from the current price of $2.52. Based on GuruFocus estimates, the estimated GF Value for Waldencast PLC (NASDAQ:WALD) in one year is $0, suggesting a downside of -100% from the current price of $2.52. Based on the consensus recommendation from 6 brokerage firms, Waldencast PLC's (NASDAQ:WALD) average brokerage recommendation is currently 2.2, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

This article first appeared on GuruFocus. Waldencast PLC (NASDAQ:WALD) is set to release its Q3 2025 earnings on Nov 24, 2025. The consensus estimate for Q3 2025 revenue is $68.11 million, and the earnings are expected to come in at -$0.04 per share. The full year 2025's revenue is expected to be $296.35 million and the earnings are expected to be -$0.30 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with WALD. Is WALD fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Waldencast PLC (NASDAQ:WALD) have remained steady at $296.35 million for the full year 2025 and $339 million for 2026 over the past 90 days. Earnings estimates have also remained unchanged at -$0.30 per share for the full year 2025 and -$0.28 per share for 2026 over the past 90 days. In the previous quarter of 2024-12-31, Waldencast PLC's (NASDAQ:WALD) actual revenue was $72.10 million, which beat analysts' revenue expectations of $70.65 million by 2.06%. Waldencast PLC's (NASDAQ:WALD) actual earnings were -$0.18 per share, which missed analysts' earnings expectations of -$0.052 per share by -246.15%. After releasing the results, Waldencast PLC (NASDAQ:WALD) was up by 3.61% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for Waldencast PLC (NASDAQ:WALD) is $3.50 with a high estimate of $5.00 and a low estimate of $2.00. The average target implies an upside of 38.89% from the current price of $2.52. Based on GuruFocus estimates, the estimated GF Value for Waldencast PLC (NASDAQ:WALD) in one year is $0, suggesting a downside of -100% from the current price of $2.52. Based on the consensus recommendation from 6 brokerage firms, Waldencast PLC's (NASDAQ:WALD) average brokerage recommendation is currently 2.2, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies strong buy, and 5 denotes sell.

First Half Fiscal 2025 Results and Q3 2025 Financial Results Expected to be Reported on November 24, 2025 LONDON, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Waldencast plc, (NASDAQ: WALD) (“Waldencast”), a global multi-brand beauty and wellness platform, provided additional details for its upcoming earnings release and conference call dates. The Company currently expects to issue Second Quarter Fiscal 2025 Results and Q3 2025 Financial Results on November 24, 2025. The Company does not plan to host a conference call with respect to these results given its ongoing strategic review. About Waldencast plc Founded by Michel Brousset and Hind Sebti, Waldencast’s ambition is to build a global best-in-class beauty and wellness operating platform by developing, acquiring, accelerating, and scaling conscious, high-growth purpose-driven brands. Waldencast’s vision is fundamentally underpinned by its brand-led business model that ensures proximity to its customers, business agility, and market responsiveness, while maintaining each brand’s distinct DNA. The first step in realizing its vision was the business combination with Obagi Medical and Milk Makeup. As part of the Waldencast platform, its brands will benefit from the operational scale of a multi-brand platform; the expertise in managing global beauty brands at scale; a balanced portfolio to mitigate category fluctuations; asset light efficiency; and the market responsiveness and speed of entrepreneurial indie brands. For more information please visit: https://ir.waldencast.com/. Contacts Investors ICR Allison Malkin [email protected] Media ICR Brittany Fraser/Alecia Pulman [email protected]

This article first appeared on GuruFocus. Waldencast PLC (NASDAQ:WALD) is set to release its Q3 2025 earnings on November 12, 2025. The consensus estimate for Q3 2025 revenue is $68.11 million, and the earnings are expected to come in at -$0.04 per share. The full year 2025's revenue is expected to be $296.35 million and the earnings are expected to be -$0.30 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with WALD. Is WALD fairly valued? Test your thesis with our free DCF calculator. Over the past 90 days, revenue estimates for Waldencast PLC (NASDAQ:WALD) have declined from $308.95 million to $296.35 million for the full year 2025, and from $357.81 million to $338.93 million for 2026. Meanwhile, earnings estimates have increased from -$0.33 per share to -$0.30 per share for 2025, but have declined from -$0.26 per share to -$0.28 per share for 2026. In the previous quarter of December 31, 2024, Waldencast PLC's (NASDAQ:WALD) actual revenue was $72.10 million, which beat analysts' revenue expectations of $70.65 million by 2.06%. Waldencast PLC's (NASDAQ:WALD) actual earnings were -$0.18 per share, which missed analysts' earnings expectations of -$0.052 per share by -246.15%. After releasing the results, Waldencast PLC (NASDAQ:WALD) was up by 3.61% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for Waldencast PLC (NASDAQ:WALD) is $3.50 with a high estimate of $5.00 and a low estimate of $2.00. The average target implies an upside of 94.44% from the current price of $1.80. Based on GuruFocus estimates, the estimated GF Value for Waldencast PLC (NASDAQ:WALD) in one year is $0, suggesting a downside of -100% from the current price of $1.80. Based on the consensus recommendation from 6 brokerage firms, Waldencast PLC's (NASDAQ:WALD) average brokerage recommendation is currently 2.2, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

This article first appeared on GuruFocus. Waldencast PLC (NASDAQ:WALD) is set to release its Q3 2025 earnings on Nov 11, 2025. The consensus estimate for Q3 2025 revenue is $68.11 million, and the earnings are expected to come in at -$0.04 per share. The full year 2025's revenue is expected to be $296.35 million, and the earnings are expected to be -$0.30 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with WALD. Is WALD fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Waldencast PLC (NASDAQ:WALD) have declined from $308.95 million to $296.35 million for the full year 2025 and from $357.81 million to $338.93 million for 2026 over the past 90 days. Earnings estimates have increased from -$0.33 per share to -$0.30 per share for the full year 2025 and declined from -$0.26 per share to -$0.28 per share for 2026 over the past 90 days. In the previous quarter of 2024-12-31, Waldencast PLC's (NASDAQ:WALD) actual revenue was $72.10 million, which beat analysts' revenue expectations of $70.65 million by 2.06%. Waldencast PLC's (NASDAQ:WALD) actual earnings were -$0.18 per share, which missed analysts' earnings expectations of -$0.052 per share by -246.15%. After releasing the results, Waldencast PLC (NASDAQ:WALD) was up by 3.61% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for Waldencast PLC (NASDAQ:WALD) is $3.50, with a high estimate of $5.00 and a low estimate of $2.00. The average target implies an upside of 93.37% from the current price of $1.81. Based on GuruFocus estimates, the estimated GF Value for Waldencast PLC (NASDAQ:WALD) in one year is $0, suggesting a downside of -100% from the current price of $1.81. Based on the consensus recommendation from 6 brokerage firms, Waldencast PLC's (NASDAQ:WALD) average brokerage recommendation is currently 2.2, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

Fresh from its acquisition of a filler company, Waldencast, the parent of Milk Makeup and Obagi, has delayed releasing its second-quarter earnings and announced a strategic review. The board is undertaking a review of a broad range of strategic alternatives available to the company focused on maximizing shareholder value and has tapped Lazard to carry it out, it said. It added that “there can be no assurance that this strategic review will result in the company pursuing a transaction or any other particular outcome.” More from WWD Elemis, Aston Martin Take Partnership to Pebble Beach Despite Tariffs, No Hint of a Slowdown at Arc'teryx Parent Amer Sports in Q2 Danessa Myricks Teams With Neutrogena to Curate Affordable Skin Care Sets for Every Customer Waldencast had previously announced its intention to publish results detailing its financial performance for the second quarter ended June 30 on Monday. But in preparation for the strategic review and in light of the recent acquisition of Novaestiq, an aesthetic and medical dermatological innovations company, as well as the U.S. rights to the Saypha line of hyaluronic acid injectable gels, this has been delayed for additional analysis. “The company is working diligently to finalize this review and to complete and file the [first-half] 2025 financials with the U.S. Securities and Exchange Commission within regulatory deadlines and hold the related earnings call as soon as practicable,” it said in a statement. It did, however, lower its full-year outlook, expecting net revenue growth in the low- to midsingle digits, reflecting first-half performance and a more moderated industry environment. Michel Brousset, cofounder and chief executive officer of Waldencast, said: “We believe the actions we are taking will set us up to strengthen our foundation for delivering our long-term ambitions and accelerated future growth and profitability. In light of a growing number of opportunities presented to Waldencast and its shareholders, we have decided to undertake a review of a broad range of strategic alternatives focused on maximizing shareholder value. During this process, the company remains fully focused on executing its business strategy and delivering on the evolving needs of the dynamic beauty market.” Best of WWD Which Celebrity Brands Are Next for a Major Deal? Lady Gaga, Beyonce and More Possible Contenders for the...

Waldencast (WALD) said late Monday that it plans to undertake a review of a broad range of strategic

Waldencast PLC (NASDAQ:WALD) is set to release its Q2 2025 earnings on Aug 19, 2025. The consensus estimate for Q2 2025 revenue is $68.11 million, and the earnings are expected to come in at -$0.04 per share. The full year 2025's revenue is expected to be $308.95 million, and the earnings are expected to be -$0.33 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with WALD. Over the past 90 days, revenue estimates for Waldencast PLC (NASDAQ:WALD) have increased from $308.19 million to $308.95 million for the full year 2025 and from $357.01 million to $357.81 million for 2026. Conversely, earnings estimates have declined from -$0.31 per share to -$0.33 per share for the full year 2025 and remained flat at -$0.26 per share for 2026. In the previous quarter ending on December 31, 2024, Waldencast PLC's (NASDAQ:WALD) actual revenue was $72.10 million, which beat analysts' revenue expectations of $70.65 million by 2.06%. Waldencast PLC's (NASDAQ:WALD) actual earnings were -$0.18 per share, which missed analysts' earnings expectations of -$0.05 per share by -246.15%. After releasing the results, Waldencast PLC (NASDAQ:WALD) was up by 3.61% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for Waldencast PLC (NASDAQ:WALD) is $3.98, with a high estimate of $5.00 and a low estimate of $2.40. The average target implies an upside of 130.06% from the current price of $1.73. Based on GuruFocus estimates, the estimated GF Value for Waldencast PLC (NASDAQ:WALD) in one year is $0, suggesting a downside of -100% from the current price of $1.73. Based on the consensus recommendation from 6 brokerage firms, Waldencast PLC's (NASDAQ:WALD) average brokerage recommendation is currently 2.2, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies strong buy, and 5 denotes sell. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliv...

Waldencast PLC (NASDAQ:WALD) is set to release its Q2 2025 earnings on Aug 18, 2025. The consensus estimate for Q2 2025 revenue is $68.11 million, and the earnings are expected to come in at -$0.04 per share. The full year 2025's revenue is expected to be $308.95 million, and the earnings are expected to be -$0.33 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with WALD. Revenue estimates for Waldencast PLC (NASDAQ:WALD) have increased from $308.70 million to $308.95 million for the full year 2025 and from $357.61 million to $357.81 million for 2026 over the past 90 days. Earnings estimates have declined from -$0.28 per share to -$0.33 per share for the full year 2025 and from -$0.23 per share to -$0.26 per share for 2026 over the past 90 days. In the previous quarter of 2024-12-31, Waldencast PLC's (NASDAQ:WALD) actual revenue was $72.10 million, which beat analysts' revenue expectations of $70.65 million by 2.06%. Waldencast PLC's (NASDAQ:WALD) actual earnings were -$0.18 per share, which missed analysts' earnings expectations of -$0.05 per share by -246.15%. After releasing the results, Waldencast PLC (NASDAQ:WALD) was up by 3.61% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for Waldencast PLC (NASDAQ:WALD) is $3.98 with a high estimate of $5.00 and a low estimate of $2.40. The average target implies an upside of 116.30% from the current price of $1.84. Based on GuruFocus estimates, the estimated GF Value for Waldencast PLC (NASDAQ:WALD) in one year is $0, suggesting a downside of -100% from the current price of $1.84. Based on the consensus recommendation from 6 brokerage firms, Waldencast PLC's (NASDAQ:WALD) average brokerage recommendation is currently 2.2, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies strong buy, and 5 denotes sell. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to del...