Oddity Tech Ltd. (NASDAQ:ODD) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 10:20 AM EDT
Company Participants
Lindsay Mann – Global Chief Financial Officer
Conference Call Participants
Bonnie Herzog – Goldman Sachs Group, Inc., Research Division
Presentation
Bonnie Herzog
MD & Senior Consumer Analyst
Hello, everyone. I’m Bonnie Herzog, Goldman Sachs beverage, nicotine and household product analyst. And joining us today is ODDITY’s CFO, Lindsay Drucker Mann, and she served the company as the company’s CFO since September of 2021. Now ODDI has made significant strides towards evolving the beauty industry through the use of AI and other technology to improve the user experience, all while maintaining a strong growth and profitability profile. It’s been incredibly impressive. So it’s really my pleasure to welcome you, Lindsay, to our retail conference. So thank you for joining today.
Lindsay Mann
Global Chief Financial Officer
Thanks for having us.
Question-and-Answer Session
Bonnie Herzog
Goldman Sachs Group, Inc., Research Division
I guess I’d like to kick things off just with a high-level overview of your company, the beauty industry at large. It’s really seen an increase in online penetration over the last few years. So could you talk us through your time as CFO and what you’ve done really to be able to operate in the beauty DTC industry in a way that really others haven’t.
Lindsay Mann
Global Chief Financial Officer
Yes. Thanks for having me. ODDITY today is, we believe, the largest direct-to-consumer beauty platform in the world. For the 95-plus percent of our business that runs off of our tech platform, it’s all direct-to-consumer, all online off of our website, no sales to retailers, third parties, marketplaces. And as you roll forward our earnings algorithm for next year, we’ll actually be approaching $1 billion of revenue. So a very, very sizable business. We have 2 brands today going on 3. Our first brand, IL MAKIAGE, which we
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