Q3 2025 Oddity Tech Ltd Earnings Call Transcript
Key Points
- ODDITY Tech Ltd (ODD) reported a strong financial performance with a 24% year-over-year revenue growth and a 24% increase in adjusted diluted earnings per share.
- The company successfully launched METHODIQ, a new brand aimed at transforming medical care with a focus on dermatology, supported by extensive R&D and real user trials.
- International revenue increased by approximately 40% year-over-year, with successful scaling in markets like the UK and Australia.
- ODDITY LABS is making significant progress, with plans to have at least eight products featuring proprietary molecules on the market in 2026.
- The company is leveraging artificial intelligence and large proprietary data sets to enhance its direct-to-consumer model and drive conversion and satisfaction.
- Average order value declined by around 1%, impacted by a mix of faster growth in international markets which carry lower AOV.
- Higher acquisition costs were noted, although they were offset by increased repeat business.
- Gross margins were impacted by higher tariffs, although this was partially offset by cost efficiencies.
- The launch of METHODIQ involves significant investment, which may impact short-term profitability.
- The company faces challenges in scaling its physician network for METHODIQ, relying on third-party providers initially.
Good morning. Welcome to ODDITY's third-quarter 2025 earnings conference call. Today's call is being recorded. We have allotted time for prepared remarks and Q&A. At this time, I would like to turn the conference over to Maria Lycouris, Investor Relations for ODDITY.
Thank you. You may begin.
Thank you, operator. I'm joined by Oran Holtzman, ODDITY's Co-Founder and CEO; and Lindsay Drucker Mann, ODDITY's Global CFO. Niv Price, ODDITY's CTO, will also be available for the question-and-answer session.
As a reminder, management's remarks on this call that do not concern past events are forward-looking statements. These may include predictions, expectations or estimates, including statements about ODDITY's business strategy, market opportunity, future financial performance and potential long-term success.
Forward-looking statements involve risks and uncertainties, and actual results could differ materially due to a variety of factors. These factors are described under forward
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