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Waldencast (NASDAQ: WALD) ties board changes to Obagi sale at Aug. 4 meeting

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Waldencast plc plans to hold its 2026 annual general meeting of shareholders on 4 August 2026 at Michelin House in London at 5:00 p.m. BST. Shareholders on the register as of 26 June 2026 may attend and vote. As of that record date, the company had 120,766,576 Class A and 7,834,337 Class B ordinary shares outstanding, each with a par value of US$0.0001.

In connection with the previously announced sale of Obagi Medical, Michel Brousset and Hind Sebti will resign as directors at closing. The board approved appointing Mazdack Rassi as a Class II director effective at the annual meeting. If all Class I directors are reappointed, the board will have 8 members. Following the expected third-quarter 2026 closing of the Obagi Medical sale, Waldencast intends to focus on growing the Milk Makeup brand.

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Filing Explained

The 2026-08-04 annual meeting advances a board change, while the announced Obagi sale remains expected to close in Q3 2026.

Form 6-K is an interim report a foreign private issuer uses to furnish material information published in its home market.

Waldencast schedules its 2026 annual meeting for 2026-08-04, with 2026-06-26 as the shareholder record date, and discloses a board transition involving the announced sale of Obagi Medical. The sale is described as expected to close in the third quarter of 2026, so this filing does not place it at the closing stage.

Shareholders registered on the record date may attend and vote based on the shares registered in their names at that time. At that date, Waldencast reported 120,766,576 outstanding Class A ordinary shares and 7,834,337 outstanding Class B ordinary shares.

Michel Brousset and Hind Sebti are to resign as directors when the Obagi sale closes, while Mazdack Rassi is approved to join the Board as a Class II director effective at the annual meeting. If all Class I reappointments occur, the Board will have eight members.

The relevant follow-up points are the 2026-08-04 annual meeting and the separate Obagi sale closing, because the director resignations are tied to that closing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

When will Waldencast plc (WALD) hold its 2026 Annual General Meeting?

Waldencast plc will hold its 2026 Annual General Meeting on 4 August 2026 at 5:00 p.m. BST at Michelin House, 81 Fulham Road, London, United Kingdom, SW3 6RD.

Who can vote at Waldencast plc (WALD)’s 2026 Annual General Meeting?

Only shareholders recorded on Waldencast plc’s register of members as of the 26 June 2026 Record Date are entitled to attend and vote, in respect of the shares registered in their names at that time.

How many Waldencast plc (WALD) shares were outstanding on the Record Date?

On the 26 June 2026 Record Date, Waldencast plc had 120,766,576 Class A ordinary shares and 7,834,337 Class B ordinary shares outstanding, each with a par value of US$0.0001.

What board changes did Waldencast plc (WALD) disclose in this report?

In connection with the sale of Obagi Medical, Michel Brousset and Hind Sebti will resign as directors at closing, and Mazdack Rassi will be appointed as a Class II director effective on the Annual General Meeting date.

How many directors will Waldencast plc (WALD) have after the 2026 Annual General Meeting?

If all Class I directors are reappointed as proposed, Waldencast plc’s board will consist of 8 members, which the company states collectively have significant expertise in beauty, financial and consumer products sectors.

What strategic focus did Waldencast plc (WALD) highlight after the Obagi Medical sale?

Following the announced sale of Obagi Medical, expected to close in the third quarter of 2026, Waldencast plc plans to focus on realizing Milk Makeup’s long-term growth potential as its primary operating brand.


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 or 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the Month of: July 2026
Commission File Number: 001-40207

Waldencast plc
(Translation of Registrant’s name into English)

81 Fulham Road
London, SW3 6RD
United Kingdom
(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

☒ Form 20-F ☐ Form 40-F






Information in this Report
The information in this Report on Form 6-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Waldencast plc Announces Annual General Meeting
Annual General Meeting
London, July 13, 2026 – Waldencast plc (NASDAQ: WALD) (“Waldencast” or the “Company”) will hold its 2026 annual meeting of shareholders (the “Annual General Meeting”) on 4 August 2026 at Michelin House, 81 Fulham Road, London, United Kingdom, SW3 6RD, at 5.00 p.m. BST.
Only those persons entered on the register of members of the Company as at 26 June 2026 (the "Record Date") shall be entitled to attend or vote at the Annual General Meeting in respect of the number of shares registered in their name at that time. At the close of business on the Record Date, the Company had outstanding 120,766,576 Class A ordinary shares of a par value of US$0.0001 and 7,834,337 Class B ordinary shares of a par value of US$0.0001.
Materials made available in connection with the Annual General Meeting are available on the Company’s website at https://ir.waldencast.com/news-events/annual-meeting.
Board Appointments
As previously announced, in connection with the announced sale of Obagi Medical, as of the date of closing of the transaction, Michel Brousset and Hind Sebti will resign as directors of the Company. In addition, the Board resolved to approve the appointment of Mazdack Rassi to the Board as a Class II director effective as of the date of the Annual General Meeting. To the extent all of the Class I re-appointments are made, the Board will consist of 8 members, each of whom possesses significant expertise, particularly in the beauty, financial and consumer products sectors.
About Waldencast plc
Waldencast plc (NASDAQ: WALD) is the parent company of Milk Makeup, the clean prestige beauty brand born from the creative community of Milk Studios in downtown New York City. Founded in 2016, Milk Makeup is built on the values of self-expression and inclusion, captured by its signature "Live Your Look," and creates vegan, cruelty-free, clean formulas across a portfolio of hero franchises. Milk Makeup is available through milkmakeup.com and retail partners including Sephora, Ulta Beauty and Amazon Premium Beauty in the U.S., and select retailers internationally. Following the announced sale of Obagi Medical, expected to close in the third quarter of 2026, Waldencast's focus will be to realize Milk Makeup's long-term growth potential. For more information, please visit: https://ir.waldencast.com.
Contacts:

Investors and Media
ICR
waldencastir@icrinc.com
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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Waldencast plc
(Registrant)
Date: July 13, 2026
By:
/s/ Manuel Manfredi
Name:
Manuel Manfredi
Title:
Chief Financial Officer and Principal Financial Officer


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