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Waldencast (WALD)
NASDAQ:WALD
Earnings Data
Report Date
Aug 18, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.05Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 13, 2025
|% Change Since: -28.38%
|Next Earnings Date:Aug 18, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. While there were notable achievements such as strong gross profit margins and successful product launches, there were also significant challenges including overall revenue decline and supply chain issues. The strategic initiatives and partnerships indicate potential for future growth, but immediate financial and operational hurdles remain.Company Guidance
During the Waldencast First Quarter 2025 Earnings Call, the company provided guidance reflecting confidence in achieving mid-teens net revenue growth and an adjusted EBITDA margin in the mid to high-teens for the full fiscal year 2025. The guidance incorporates several growth drivers, including the expansion of Milk Makeup's presence across brick-and-mortar and e-commerce channels, improvements in Obagi Medical's fulfillment rates, and the continued rollout of innovative products. In the first quarter, Waldencast reported net revenue of $65.4 million, a 4.1% decline year-over-year, with an adjusted gross profit margin of 76.4% and an adjusted EBITDA of $4.4 million, representing a margin of 6.7%. Despite challenges such as supply chain disruptions and international market comparisons, the company remains optimistic about its growth prospects, supported by strategic investments in marketing and operational improvements.Strong Gross Profit Margin
Adjusted gross profit margin remained strong at 76.4%, increasing by 10 basis points year-over-year.
Obagi Medical Revenue Growth
Obagi Medical achieved net revenue of $36.2 million, increasing 7.1% from the first quarter of 2024.
Successful Launch of Hydro Grip Gel Skin Tint
The launch was highly successful, selling out quickly due to demand exceeding forecast, contributing to high single-digit growth in US retail sales for Milk Makeup.
Strategic Partnership with Ulta
Milk Makeup's launch into Ulta Beauty resulted in strong consumer demand and high initial sell-out.
Reduction in Legal Costs
The company reported a substantial reduction in nonrecurring legal costs, with expectations for these costs to continue declining.
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
WALD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 27, 2024 | $2.90 | $3.06 | +5.52% |
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 Aug 18, 2025, TBA Not Confirmed.
What is Waldencast (WALD) earnings time?
Waldencast (WALD) earnings time is at Aug 18, 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 (Q2) is -0.07.