Waldencast plc Stock Price, News & Analysis

Waldencast (NASDAQ: WALD) has scheduled its First Quarter Fiscal 2025 earnings conference call and webcast for May 14, 2025, at 8:30am ET. The company will release its Q1 FY2025 financial results on May 13, 2025 after U.S. market close. Investors and analysts can participate by dialing (877) 704-4453, or (201) 389-0920 for international callers. A slide presentation will accompany the webcast, accessible at ir.waldencast.com, with a replay available on the website for 90 days.

Obagi Medical, a subsidiary of Waldencast plc (NASDAQ: WALD) and the fastest-growing professional skincare brand in the U.S. in 2024, has launched its new Retinol + PHA Refining Night Cream. The $135 product combines Entrapped Retinol with Polyhydroxy Acid (PHA) Gluconolactone in a slow-release formula.

The clinical study demonstrated significant results after four weeks:

• 29% increase in skin smoothness
• 10% improvement in skin tone evenness
• 90% of users reported visibly smoother skin texture
• 90% observed reduced blemish appearance

The formula includes eight additional ingredients including Sodium Hyaluronate, Vitamin E, Squalane, and Glycerin. The product will be available through professional channels and on Obagi.com starting May 5, 2025.

Waldencast (NASDAQ: WALD) reported strong Q4 2024 and full-year financial results. Q4 highlights include net revenue of $72.1 million (29.4% growth), and Adjusted EBITDA of $11.2 million (doubled from Q4 2023). Full-year 2024 delivered net revenue of $273.9 million with 27.5% growth and $40.3 million in Adjusted EBITDA.

Key developments:

• Obagi Medical emerged as the fastest-growing professional skincare brand among top 10 in US for 2024
• Milk Makeup secured expansion to 600+ Ulta Beauty locations for Spring 2025
• Company secured new $205 million credit facility

Brand Performance: Obagi Medical Q4 revenue reached $42.2 million (27.7% growth) with $9.8 million Adjusted EBITDA. Milk Makeup achieved $29.9 million revenue (31.9% growth) with $4.8 million Adjusted EBITDA.

2025 Outlook: Company projects mid-teens revenue growth and Adjusted EBITDA margin expansion into mid-to-high teens, with growth acceleration expected throughout the year.

Waldencast plc (NASDAQ: WALD), a global multi-brand beauty and wellness platform, has scheduled its Fourth Quarter and Fiscal Year 2024 earnings release and conference call. The company will release its financial results on March 18, 2025 after U.S. market close, followed by a conference call with management on March 19, 2025 at 8:30am ET.

Interested investors and analysts can participate by dialing (877) 704-4453, or (201) 389-0920 for international callers. The event will include a slide presentation and will be webcast live at ir.waldencast.com, with the replay remaining available for 90 days.

Waldencast plc (NASDAQ: WALD), a global multi-brand beauty and wellness platform, has announced its participation in the TD Cowen 2nd Annual Glowing Ahead: Beauty & Wellness Summit on February 26, 2025, in New York. Michel Brousset, Founder and CEO, will engage in a fireside chat presentation at 2:45 p.m. EST and conduct investor meetings throughout the day. The presentation will be available via live webcast and replay on Waldencast's Investor Relations website.

Obagi Medical has announced the launch of two new products in its SUZANOBAGIMD® collection: Super Antioxidant Serum ($158) and Moisture Restore Hydration Replenishing Cream ($78). The products, developed by Chief Medical Director Dr. Suzan Obagi, target skin brightening, oxidative stress, and hydration concerns.

The Super Antioxidant Serum features encapsulated Silymarin and stabilized Vitamin C, while the Moisture Restore cream contains multi-weight Hyaluronic Acids for multi-layered hydration. Clinical testing showed that 94% of subjects experienced refreshed and smoother skin immediately after application, and 97% observed improved overall skin appearance after 2 weeks.

The products will be available through professional channels and on Obagi.com starting February 24, 2025.

Waldencast plc (NASDAQ: WALD), a global multi-brand beauty and wellness platform, has announced its upcoming earnings release and conference call schedule for Q4/FY2024 and the first three quarters of FY2025. Key dates include:

- Q4/FY2024: Earnings release on March 18, 2025, after market close; Conference call on March 19, 2025, at 8:30am ET
- Q1 2025: Earnings release on May 13, 2025, after market close; Conference call on May 14, 2025, at 8:30am ET
- Q2 2025: Earnings release on August 18, 2025, after market close; Conference call on August 19, 2025, at 8:30am ET
- Q3 2025: Earnings release on November 11, 2025, after market close; Conference call on November 12, 2025, at 8:30am ET

All webcasts and presentations will be available on the company's Investor Relations website approximately two weeks before each event.

Waldencast (NASDAQ: WALD) announced its participation in the 2025 International Master Course on Aging Science (IMCAS) World Congress in Paris from January 30 to February 1, 2025. The event brings together industry leaders in dermatology, plastic surgery, and aging science.

CEO Michel Brousset will join a capital markets roundtable discussing medical grade skincare and the beauty industry's future. Dr. Suzan Obagi, Chief Medical Director at Obagi Medical, will deliver two presentations: one on pairing skincare with procedures and minimizing energy-based device complications, and another symposium focused on hyperpigmentation.

Milk Makeup, part of Waldencast plc (NASDAQ: WALD), has announced its expansion into Ulta Beauty, the nation's largest beauty retailer. Starting spring 2025, Milk Makeup's products will be available in 600+ Ulta Beauty stores nationwide and on Ulta.com.

The brand, recognized as a top 20 EMV makeup brand globally with 75% EMV growth last year, will offer its full assortment of 150+ products, priced between $20-$52. The partnership includes popular items like the 13x award-winning Hydro Grip Primer and Cooling Water Jelly Tints. The brand will be featured through an eye-catching display highlighting its 'Live Your Look' ethos and will be part of Ulta Beauty's Conscious Beauty initiative.

This expansion marks a significant milestone for Milk Makeup since its 2016 debut and aligns with both companies' shared values of inclusivity, community, and creative self-expression.