The earnings call showed signs of progress with positive net sales growth and successful product launches. However, challenges persist with declining retail sales, flat year-to-date performance, and reduced EBITDA margins. The company is heavily investing in marketing and operational strategies to drive long-term growth.

Company Guidance

During the Olaplex Holdings, Inc. second quarter 2025 earnings call, the company reported net sales of $106.3 million, marking a 2.3% increase year-over-year, and an adjusted EBITDA of $24.6 million, maintaining a 23.1% margin. The professional channel saw a 12.1% growth, driven mainly by the U.S. market, whereas specialty retail experienced a decline of 16.7%. Direct-to-consumer sales rose by 12.8%. The company's strategic focus included a $45.4 million investment in non-payroll sales and marketing, which contributed to achieving a 24.7% adjusted EBITDA margin year-to-date. The marketing strategies involved a rebranding initiative and targeted campaigns, resulting in increased social mentions by 35% and social impressions by 140%. Olaplex's guidance for the full year 2025 anticipates net sales to range from a 3% decline to a 2% increase compared to 2024, with an adjusted gross margin between 70.5% and 71.5%, and adjusted EBITDA margins of 20% to 22%. The company plans to focus on the fourth quarter for significant sales growth, driven by new product launches and strategic promotions.

Positive Net Sales Growth

Net sales reached $106.3 million, marking a 2.3% increase year-over-year, driven by growth in direct-to-consumer and professional channels.

Strong Direct-to-Consumer Performance

Direct-to-consumer sales grew 12.8% year-over-year, supported by strategic marketing initiatives and website upgrades.

Innovative Product Launches

Three new products were launched in the first half of 2025, including a scalp longevity treatment, marking an entry into a fast-growing niche.

Record Marketing Investment

Investment in non-payroll sales and marketing increased by $14.6 million compared to the previous year, driving an improved brand presence.

Professional Channel Growth

The professional channel grew by 12.1% year-over-year, driven by strong U.S. performance and strategic market blitz initiatives.

Olaplex Holdings (OLPX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OLPX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.02 / -	0.04	―	―	―
Aug 07, 2025	2025 (Q2)	0.01 / <0.01	0.03	-76.67% (-0.02)
May 08, 2025	2025 (Q1)	0.02 / <0.01	0.03	-86.67% (-0.03)
Mar 04, 2025	2024 (Q4)	<0.01 / 0.01	0.03	-66.67% (-0.02)
Nov 07, 2024	2024 (Q3)	0.04 / 0.04	0.05	-20.00% (-0.01)
Aug 06, 2024	2024 (Q2)	0.03 / 0.03	0.03	0.00% (0.00)
May 02, 2024	2024 (Q1)	0.03 / 0.03	0.05	-40.00% (-0.02)
Feb 29, 2024	2023 (Q4)	0.03 / 0.03	0.07	-57.14% (-0.04)
Nov 07, 2023	2023 (Q3)	0.04 / 0.05	0.11	-54.55% (-0.06)
Aug 08, 2023	2023 (Q2)	0.05 / 0.03	0.14	-78.57% (-0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OLPX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.41	$1.43	+1.42%
May 08, 2025	$1.33	$1.37	+3.01%
Mar 04, 2025	$1.38	$1.68	+21.74%
Nov 07, 2024	$1.79	$1.62	-9.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.