Slide 1: opstt df
opstt df
Slide 2: Disclaimer
DISCLAIMER This presentation contains estimates and other statistical data made by independent parties and by the Company relating to market size and the concentration of our voting power as a result of our dual class structure; our status as a foreign private issuer; and other risk factors set grow
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. 3
Slide 4: Our technology platform supports a portfolio of powerhouse brands
OUR TECHNOLOGY PLATFORM SUPPORTS A PORTFOLIO OF POWERHOUSE BRANDS 4
Slide 5: $ODD Financial Highlights
$ODD FINANCIAL HIGHLIGHTS $679M $47M $561M Net revenue, Adjusted EBITDA1, Cash, cash equivalents, LTM Q226 LTM Q226 & investments4 −10% 7% -$23M YoY net revenue Adjusted EBITDA Free cash flow3, growth, LTM Q226 margin2, LTM Q226 LTM Q226 Note: 1. Adjusted EBITDA is a supplemental measure of our perf
Slide 6: Q2 2026 Highlights
Q2 2026 HIGHLIGHTS Q2 2026 Q2 2025 vs Q2 2025 Net Revenue $180.5M $241.1M -25% Gross Margin 68.7% 72.3% -360 bps 1 Adjusted EBITDA $12.9M $69.5M -81% 2 Adjusted EBITDA margin 7.1% 28.8% -2,170 bps Adjusted Diluted Earnings per $0.20 $0.92 -78% 3 Share Note: 1. Adjusted EBITDA is a supplemental measu
Slide 7: 1H 2026 Highlights
1H 2026 HIGHLIGHTS 1H 2026 1H 2025 vs 1H 2025 Net Revenue $378.5M $509.2M -26% Gross Margin 69.2% 73.7% -450 bps 1 Adjusted EBITDA $5.8M $121.9M -95% 2 Adjusted EBITDA margin 1.5% 23.9% -2,240 bps Adjusted Diluted Earnings per $0.02 $1.61 -99% 3 Share Note: 1. Adjusted EBITDA is a supplemental measu
Slide 8: Appendix
APPENDIX 8
Slide 9: Reconciliations of Non-GAAP Measures
RECONCILIATIONS OF NON-GAAP MEASURES U.S. dollar in thousands (except per share data) Net income (loss) to Adjusted EBITDA Net income (loss) to Adjusted net income ($ in thousands) Q2 2026 Q2 2025 1H 2026 1H 2025 ($ in thousands) Q2 2026 Q2 2025 1H 2026 1H 2025 Net income (loss) 12,890 49,285 (8,471
Slide 10: Reconciliations of Non-GAAP Measures (Continued)
RECONCILIATIONS OF NON-GAAP MEASURES (CONTINUED) U.S. dollar in thousands Free Cash Flow ($ in thousands) 1H 2026 1H 2025 Net cash (used in) provided by operating activities (5,945) 101,384 Purchase of property and equipment (1,559) (1,951) Free cash flow1 (7,504) 99,433 Free Cash Flow ($ in thousan