Slide 1: ODDITY
DDaITY
Slide 2: Disclaimer
DISCLAIMER ‘This prosortation contairs estimates and other statistical data mae by indepondent partes ard by the Company relating to market size ard growth and other data about the Company's industry and estimated total addressable market. This data invelves a number of assumptions and limtafons, ar
Slide 3: Our vision is to transform the global beauty & wellness market
OUR VISION IS TO TRANSFORM THE. - GLOBAL BEAUTY & WELLNESS MARKET THROUGH ISRAELI TECHNOLOGY... - & ENTREPRENEURIAL THINKING FOR... . THE BENEFIT OF CONSUMERS ALL’... OVER THE WORLD. DppiTY 3
Slide 4: Our technology platform supports a portfolio of powerhouse brands
OUR TECHNOLOGY PLATFORM SUPPORTS A PORTFOLIO OF POWERHOUSE BRANDS ye." NEW VENTURES DATA ACROSS BRANDS & TECHNOLOGY DppiTY 4
Slide 5: Financial Highlights
FINANCIAL HIGHLIGHTS $752M $162M $815M Cash, cash equivalent: & investments? Net revenue, LTM Q225 Adjusted EBITDA', LTM Q225 +26% YoY net revenue growth, LTM Q225 22% Adjusted EBITDA margin?, LTM Q225 -$130M Free cash flow?, LTM Q225 DppiTY
Slide 6: A rare combination of net revenue growth and profitability
A RARE COMBINATION OF NET REVENUE GROWTH’ | $799-804 t ) NET REVENUE ($M) $150 $160-162 $107 $27 $39 ADJUSTED EBITDA? ($M) Now: 4 4. Percentages reflectyearoveryear growth rates: DDD ITY 2.AgjistedEBITDAis asipplementl messi o accordancewih GAAP. Refr tothe Appendix fr Soto por yar: hatis nc recuira
Slide 7: Q2 Results
Q2 RESULTS Q2 2025 ACTUAL GUIDANCE NET REVENUE GROWTH" 25% 22 to 24% GROSS MARGIN 72.3% 70.5% ADJUSTED EBITDA? $70M $65 to 68M ADJUSTED DILUTED EPS* $0.92 $0.85 to 0.89 DPDITY
Slide 8: Q3 and FY 2025 guidance
Q3 AND FY 2025 NET REVENUE %'1 GROSS MARGIN ADJUSTED EBITDA? ADJUSTED DILUTED EPS? DPDITY GUIDANCE PRIOR Q3 2025 FY 2025 FY 2025 FY 2025 Current Current April February 21 to 23% 23 to 24% 22 to 23% 20 to 21% 68.0% 71.0% 71.0% 70.0% $26 to 28M $160 to 162M $157 to 161M $155 to 158M $0.33 to 0.36 $2.0
Slide 9: Q2 2025
DppiTY Q2 2025 In millions Net Revenue $241M +25% Gross Margin 72.3% +10 bps Adjusted EBITDA’ $70M +12% Adjusted EBITDA margin’ 28.8% -350 bps Adjusted Diluted EPS’ $0.92 +12%
Slide 10: 1H 2025
DppiTY 1H 2025 In millions Net Revenue $509M +26% Gross Margin 73.7% +68 bps Adjusted EBITDA’ $122M +10% Adjusted EBITDA margin’ 23.9% -337 bps Adjusted Diluted EPS’ $1.61 +12% 10
Slide 11: Appendix
APPENDIX
Slide 12: Reconciliations to Adjusted Metrics
RECONCILIATIONS TO ADJUSTED METRICS U.S. dollar in thousands (except per share data) Three Months Ended ‘Six Months Ended June 30, June 30, 2025 2024 2025 2024 (Unaudited) (Unaudited) Reconciliation of Net Income and Adjusted EBITDA’ Net Income $ 49,285 $ 45,491 $ 87,116 $ 78,474 Financial income, n
Slide 13: Reconciliations to Adjusted Metrics
RECONCILIATIONS TO ADJUSTED METRICS U.S. dollar in thousands Year Ended December 31, 2024 2023 2022 2021 (Unaudited) Reconciliation of Net Income and Adjusted EBITDA‘ Net Income $ 101,491 $ 58,534 $ 21,728 $ 13,920 Financial income, net (12,306) (4,283) (1,247) 877 Taxes on Income 26,415 20,067 7,18
Slide 14: Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow
RECONCILIATION OF NET CASH PROVIDED BY OPERATING ACTIVITIES TO FREE CASH FLOW U.S. dollar in thousands Year Ended December 31, Six Months Ended June 30, 2024 2023 2025 2024 Net operating cash flow $ 137,764 $ 87,455 $ 101,384 $ 105,440 Purchase of property and equipment (3,270) (2,101) (1,951) (1,50