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Waldencast Acquisition (WALD)
NASDAQ:WALD
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 18, 2025
|% Change Since: -10.00%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment overall, with significant revenue growth, improved profitability, and successful brand performance. The company is strategically expanding its distribution and launching innovative products. However, some challenges include retail inventory adjustments and costs related to a regulatory investigation.Company Guidance
During the call, Waldencast provided guidance for fiscal year 2025, anticipating net revenue growth in the mid-teens and an adjusted EBITDA margin expansion into the mid to high teens. The company reported strong fiscal year 2024 results, with net revenue of $273.9 million, marking a 27.5% increase in comparable growth. Milk Makeup grew 24% year-over-year, while Obagi Medical saw a 30.7% increase, highlighting the robust performance of both brands. Adjusted gross profit increased by 35.3% to $203.6 million, and the adjusted EBITDA margin expanded by 350 basis points to 14.7%. Waldencast emphasized its strategic focus on innovation, distribution expansion, and increased marketing investments to sustain and accelerate its growth trajectory.Strong Revenue Growth
Net revenue reached $72.1 million in Q4, representing a robust 29.4% increase in comparable growth, with balanced performance across brands. Milk Makeup grew 31.9%, and Obagi Medical delivered 27.7% comparable net revenue growth.
Improved Profitability
Adjusted EBITDA doubled to $11.2 million in Q4, with adjusted EBITDA margin expansion of 530 basis points year-over-year, reaching 15.5%.
Successful Brand Performance
Milk Makeup's net revenue increased 31.9% in Q4, driven by channel expansion, including Ulta Beauty. Obagi Medical grew 27.7% in Q4, driven by strong U.S. physician dispense and e-commerce channels.
Strategic Expansion and Innovation
Milk Makeup expanded into 600 Ulta doors and online in the U.S., and launched new products like the Hydro Grip Skin Tint and Jelly Skincare. Obagi Medical expanded its Suzan Obagi MD collection with new products.
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WALD Earnings History
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
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WALD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 18, 2025 | $3.30 | $3.20 | -3.03% |
| Nov 20, 2024 | $3.41 | $3.44 | +0.88% |
| Aug 27, 2024 | $2.90 | $3.06 | +5.52% |
| May 21, 2024 | $4.35 | $4.91 | +12.87% |
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.
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FAQ
When does Waldencast Acquisition (WALD) report earnings?
Waldencast Acquisition (WALD) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Waldencast Acquisition (WALD) earnings time?
Waldencast Acquisition (WALD) earnings time is at May 13, 2025, TBA Not 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 (Q1) is -0.04.
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