Welcome to our dedicated page for Waldencast plc news (Ticker: WALD), a resource for investors and traders seeking the latest updates and insights on Waldencast plc stock.
Waldencast plc (NASDAQ: WALD) is a global multi-brand beauty and wellness platform built around the Obagi Medical and Milk Makeup brands. Its news flow centers on segment performance, brand initiatives, and platform-level strategic decisions, providing investors and observers with regular insight into how the company executes its brand-led strategy.
Company updates frequently include quarterly and half-year financial results, furnished to the U.S. Securities and Exchange Commission on Form 6-K and summarized in detailed press releases. These communications break out net revenue, adjusted gross profit, and adjusted EBITDA for Waldencast as a whole and for the Obagi Medical and Milk Makeup segments, highlighting trends across channels and geographies as described by the company.
News related to Obagi Medical often covers product and portfolio developments, clinical data, and expansion into aesthetics. Examples include announcements about FDA approval of Obagi-branded hyaluronic acid injectable products, new clinical data on Obagi hyaluronic acid injectables and scalp serum at professional dermatology meetings, and the acquisition of Novaestiq Corp. and U.S. rights to the Saypha injectable line. These items illustrate how Waldencast presents Obagi Medical’s role at the intersection of skincare and medical aesthetics.
Updates about Milk Makeup focus on brand performance in prestige beauty and digital channels, including references to U.S. retail sales trends, expansion into retailers such as Ulta Beauty and Amazon Premium Beauty, and the impact of specific product launches as described in the company’s quarterly commentary.
At the corporate level, Waldencast’s news also addresses strategic reviews and financing actions, such as the announced review of strategic alternatives by the Board of Directors, the sale of the “Obagi” trademark in Japan, and new credit agreements. Readers of the WALD news page can expect a mix of earnings updates, brand-specific developments, clinical and regulatory milestones, and capital structure announcements directly sourced from company press releases and related SEC filings.
Waldencast (NASDAQ: WALD) announced a $82.5 million sale of its rights to the “Obagi” trademark in Japan to Rohto Pharmaceutical and a new $225 million secured, three-year first-lien term loan facility with funds managed by Lumina Capital, with proceeds expected by Nov 17, 2025.
The company said Rohto previously paid royalties equal to 3% of net revenue to Waldencast for Obagi Medical in fiscal 2024. Waldencast intends to use most of the Rohto proceeds to repay a significant portion of the Lumina loan, repay existing facilities, and fund working capital and general corporate purposes. Lazard acted as financial advisor.
Waldencast (NASDAQ: WALD) said it expects to report Second Quarter Fiscal 2025 results and Q3 2025 financial results on November 24, 2025. The company indicated it does not plan to host a conference call for these releases due to an ongoing strategic review. Investors should watch the November 24 date for published results and any follow-up communications the company may provide after its strategic review concludes.
Obagi Medical (WALD) launched Nu-Cil® BioStim™ Scalp Serum on October 8, 2025, a leave-in scalp serum priced at $125 and sold on Obagi.com.
The product uses a BioStim™ Complex with biotin, amino acids, peptides, 18 nutrients, B vitamins, and phytoactives. In a six-month, double-blind clinical study the serum showed: 74% reduction in dry fallen hair at 3 months, 2.8% increase in hair count per cm² at 3 months, 52% hair volume improvement in under 6 months, and up to 97% decrease in dry fallen hair in less than six months, with some benefits visible after two weeks.
Waldencast (NASDAQ: WALD) has received FDA approval for Obagi® saypha® MagIQ™, an injectable hyaluronic acid gel under the Obagi Medical brand. This marks the company's entry into the U.S. HA dermal filler market, with launch planned for 2026. The product utilizes proprietary MACRO Core Technology to create a stable 3D HA matrix for natural-looking results.
The approval follows a successful pivotal study of 270 patients over 48 weeks, meeting primary and secondary endpoints. This expansion is expected to double Obagi Medical's total addressable market to $4.2 billion by 2029. The product, developed by Croma-Pharma GmbH, will be followed by additional products in the saypha® line, including Obagi® saypha® ChIQ™ pending FDA approval.
Waldencast (NASDAQ: WALD), a global beauty platform, reported mixed H1 2025 results with notable developments. Obagi Medical achieved double-digit growth in core strategic channels and completed the Novaestiq acquisition, doubling its U.S. addressable market. Milk Makeup delivered high-20s growth in U.S. retail sales in Q2, driven by Ulta Beauty expansion and Amazon Premium Beauty launch.
The company revised its FY 2025 guidance to low to mid-single digit revenue growth with adjusted EBITDA margins in the low to mid-teens. Waldencast announced a strategic review to maximize shareholder value and postponed H1 2025 earnings release for additional analysis. Key challenges included international market softness, retailer destocking, and out-of-stock issues, though improving.
Waldencast (NASDAQ: WALD) has announced the acquisition of Novaestiq Corp. and U.S. rights to the Saypha® hyaluronic acid injectable gel line. The strategic move expands Obagi Medical's portfolio beyond skincare into the dermal filler market, effectively doubling its addressable market to $4.2 billion by 2029.
The transaction terms include cash payment, ongoing royalties, and potential issuance of Waldencast class A shares representing approximately 7% of fully diluted shares, contingent on FDA approval and revenue milestones of $100 million and $200 million. The Saypha® line, currently pending FDA approval, is globally recognized and manufactured in Austria with distribution in over 80 countries.
This acquisition positions Obagi Medical to become a leading dermatological mega brand by combining medical-grade skincare with aesthetic treatments, supported by extensive clinical studies particularly focused on diverse skin types.
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.
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