The earnings call indicated both progress and challenges. While Waldencast achieved strong adjusted gross profit margins and successful product launches, revenue declined overall, and supply chain disruptions impacted performance. The company remains optimistic about future growth amid macroeconomic pressures.

Company Guidance

In the Waldencast First Quarter 2025 Earnings Call, guidance was provided with an optimistic outlook for the fiscal year, despite some challenges. The company reported a net revenue of $65.4 million, a decline of 4.1% year-over-year, with an adjusted gross profit margin of 76.4% and adjusted EBITDA of $4.4 million, reflecting a margin of 6.7%. Guidance for fiscal 2025 includes targeting mid-teens net revenue growth and an adjusted EBITDA margin in the mid to high-teens. The company anticipates accelerated growth driven by innovations in Milk Makeup and Obagi Medical brands, expansion in digital channels, and improved product availability. Additionally, potential tariff impacts are expected to be manageable, with a low single-digit percent increase in cost of goods sold factored into the guidance.

Strong Adjusted Gross Profit Margin

Achieved an adjusted gross profit margin of 76.4%, representing an increase of 10 basis points year-over-year.

Obagi Medical Revenue Growth

Obagi Medical's net revenue increased by 7.1% from the first quarter of 2024, driven by strategic supply chain transformations.

Successful Milk Makeup Launches

Milk Makeup's Hydro Grip Gel Skin Tint launch was highly successful, selling out quickly and generating significant media value.

Ulta Beauty Partnership

Milk Makeup's launch into Ulta Beauty's top 600 doors was successful, showing high consumer demand and strong initial sell-out.

Operational Efficiency Improvements

Advancements in supply chain transformation, including consolidation of third-party logistics providers and optimization of distribution centers.

Waldencast (WALD) 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 >

WALD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.08 / -	-0.09	―	―	―
Aug 18, 2025	2025 (Q2)	-0.07 / -0.09	-0.05	-80.00% (-0.04)	―	―
May 13, 2025	2025 (Q1)	-0.05 / -0.17	0.01	-1800.00% (-0.18)
Mar 18, 2025	2024 (Q4)	-0.03 / -0.18	-0.12	-50.00% (-0.06)
Nov 20, 2024	2024 (Q3)	-0.05 / -0.09	-0.338	73.37% (+0.25)
Aug 27, 2024	2024 (Q2)	-0.03 / -0.05	0.073	-168.49% (-0.12)
May 21, 2024	2024 (Q1)	- / -	-0.03	―
Apr 30, 2024	2023 (Q4)	- / 0.01	-0.03	133.33% (+0.04)	―	―
Mar 21, 2024	2023 (Q2)	- / 0.04	-0.02	300.00% (+0.06)	―	―
Jan 16, 2024	2022 (Q4)	0.08 / -0.12	-0.02	-500.00% (-0.10)	―	―

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

WALD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 18, 2025	$1.80	$1.80	0.00%
May 13, 2025	$3.03	$2.40	-20.79%
Mar 18, 2025	$3.30	$3.20	-3.03%
Nov 20, 2024	$3.41	$3.44	+0.88%

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.

FAQ

When does Waldencast (WALD) report earnings?

Waldencast (WALD) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Waldencast (WALD) earnings time?

Waldencast (WALD) earnings time is at Nov 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WALD EPS forecast?

WALD EPS forecast for the fiscal quarter 2025 (Q3) is -0.08.

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