Olaplex Holdings, Inc. · NASDAQ:OLPX
Olaplex — Q4 2025 Earnings Presentation
23 slides from Olaplex's earnings presentation, Mar 5, 2026
Slide 1: Q4 2025 Earnings – March 5, 2026
Q4 2025 EARNINGS – March 5, 2026
Slide 2: Disclaimer
DISCLAIMER General Disclaimer This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities of Olaplex Holdings, Inc. (the “Company”), nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would
Slide 3: Disclaimer
DISCLAIMER Market and Industry Data Looking This presentation includes market and industry data and forecasts that the Company has derived from independent consultants, publicly available information, various industry publications, other published industry sources and the Company’s internal data and
Slide 4: Amanda Baldwin, Chief Executive Officer
AMANDA BALDWIN Chief Executive Officer 4 Q4 2025 EARNINGS
Slide 5: Fourth Quarter and Fiscal Year 2025 Results
Fourth Quarter and Fiscal Year 2025 Results Q4 2025 Fiscal Year 2025 Net Sales $ 105.1M Net Sales $ 423.0M Adjusted EBITDA1 $ 12.9M Adjusted EBITDA1 $ 93.9M Adjusted EBITDA Adjusted EBITDA 12.2% 22.2% Margin1 Margin1 1. Adjusted EBITDA and Adjusted EBITDA Margin are non-GAAP financial measures. Plea
Slide 6: Bonds and Beyond: 2025 Execution
Bonds and Beyond: 2025 Execution Generate Brand Demand Relaunched the brand and built a marketing engine Harness Innovation Built robust product pipeline anchored in hair health and beyond Strengthened our business with strategic planning, operational discipline, Execute with Excellence data analyti
Slide 7: No. 1 Generate Brand Demand
No.1 Generate Brand Demand Our brand successfully gained momentum with Consumers and Pros. Visibility Relevance Pro Sentiment Brand EMV +14% (1) +3 p.p. (3) Blitz rating 4.7 /5 Sentiment Educational Unaided Awareness +7 p.p.(2) +3 p.p. (2) assets 58 Awareness revamped Sources: 1) CreatorIQ EMV: 2025
Slide 8: No. 2 Harness Innovation
No.2 Harness Innovation Introduced 4 of the Top 5 Best Selling prestige hair care launches in 2025, and acquisition of Purvala strengthens our science-backed positioning. Olaplex had 4 of the top 5 Best Selling Prestige Hair Launches of Purvala specializes in 2025: transformative, bio-inspired • Ola
Slide 9: No. 3 Execute with Excellence
No.3 Execute with Excellence Built out the people, processes, and tools we believe are needed to drive executional excellence and efficiency on a global scale. Sales R&D Marketing Portfolio Planning Demand / Supply Planning Q4 2025 EARNINGS
Slide 10: Our 2026 Bonds and Beyond Strategies
Our 2026 Bonds and Beyond Strategies 01 02 03 We’re now moving into the next phase of our Bonds and Energize Fuel Science Based Expand our Diversified, Beyond Hero Products Innovation Scalable GTM Model Strategy. Maximize the productivity Lead in solving complex Sharpen execution across of our core
Slide 11: 3-Minute Hair Transformation
Slide 12: Catherine Dunleavy, Chief Operating Officer & Chief Financial Officer
CATHERINE DUNLEAVY Chief Operating Officer & Chief Financial Officer 12 Q4 2025 EARNINGS
Slide 13: Fourth Quarter 2025 Results
Fourth Quarter 2025 Results All figures compared to fourth quarter 2024. 13 Q4 2025 EARNINGS
Slide 14: Fourth Quarter 2025 Results
Fourth Quarter 2025 Results Gross Profit Adjusted Gross SG&A Adjusted SG&A1 Margin Profit Margin1 68.0% 70.6% $65.1M $61.4M vs 66.3% vs 68.6% vs $52.9M vs $50.3M All figures compared to fourth quarter 2024. 1. Adjusted Gross Profit Margin and Adjusted SG&A are non-GAAP financial measures. Please ref
Slide 15: Fourth Quarter 2025 Results
Fourth Quarter 2025 Results Net Loss Adjusted Net Income1 Adjusted EBITDA1 $(13.1)M $5.6M $12.9M vs $(8.8)M vs $7.6M vs $17.5M Adjusted Diluted Net Diluted Net Loss Per Share Adj. EBITDA Margin1 Income Per Share1 $(0.02) $0.01 12.2% vs $(0.01) vs $0.01 vs 17.4% All figures compared to fourth quarter
Slide 16: Fourth Quarter 2025 Financial Position
Fourth Quarter 2025 Financial Position Cash and Cash Equivalents, Long-Term Debt Inventory and Cash Flows from (Net of current portion and Operations deferred fees) Cash Flows from Operations $58.7M $60.2M vs $143.1M Year ended December 31, 2025 vs $352.3M vs $643.7M year ended December 31, 2024 vs
Slide 17: Fiscal Year 2026 Guidance
Fiscal Year 2026 Guidance Adjusted Gross Adjusted EBITDA Net Sales Profit Margin1 Margin1 $414M to 71% 21% to 22% $435M to 72% -2% to +3% Compared to fiscal year 2025 1. Adjusted Gross Profit Margin & adjusted EBITDA Margin are non-GAAP financial measures. The Company is not able to provide, without
Slide 18: Thank you
Thank you
Slide 19: Appendix
Appendix 19
Slide 20: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted EBITDA ($MM) Adjusted SG&A ($MM) For the Three Months Ended For the Three Months Ended December 31, December 31, 2025 2024 2025 2024 Net Loss $ (13) $ (9) SG&A $ 65 $ 53 Depreciation and amortization of intangible assets 14 13 Share-based compensation expense (4) (3)
Slide 21: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted Gross Profit ($MM) Adjusted Net Income ($MM) For the Three Months Ended For the Three Months Ended December 31, December 31, 2025 2024 2025 2024 Gross Profit $ 71 $ 67 Net Loss $ (13) $ (9) Amortization of patented formulations 3 2 Amortization of intangible assets (
Slide 22: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted EBITDA ($MM) Adjusted SG&A ($MM) For the Year Ended For the Year Ended December 31, December 31, 2025 2024 2025 2024 Net (Loss) income $ (9) $ 20 SG&A $ 243 $ 182 Depreciation and amortization of intangible assets 54 53 Share-based compensation expense (13) (11) Inte
Slide 23: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted Gross Profit ($MM) Adjusted Net Income ($MM) For the Year Ended For the Year Ended December 31, December 31, 2025 2024 2025 2024 Gross Profit $ 294 $ 292 Net (Loss) Income $ (9) $ 20 Amortization of patented formulations 10 9 Amortization of intangible assets (exclud