ODDNasdaqPerfumes, Cosmetics & Other Toilet PreparationsUS GAAP · USD

Oddity Tech Ltd

Oddity Tech Ltd is a U.S.-based consumer technology company that builds and scales digital-first beauty and wellness brands through an AI-driven online platform. Its business centers on proprietary consumer data, direct-to-consumer brand development, and products sold under the IL MAKIAGE, SpoiledChild, and METHODIQ names, with core operations in New York, Tel Aviv, and Boston.

Liikevaihto810milj. USD
+25,2 %v/v
Liikevoitto (EBIT)119milj. USD
+2,7 %v/v
EBIT-marginaali14,7%
−3,2 %-yks.v/v
Nettotulos111milj. USD
+9,1 %v/v
Vapaa kassavirta83,6milj. USD
−37,8 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2021–2025

02004006008001 000milj. USD2021: 223 milj. USD2021: EBIT 20 milj. USD20212022: 325 milj. USD2022: EBIT 28 milj. USD20222023: 509 milj. USD2023: EBIT 74 milj. USD20232024: 647 milj. USD2024: EBIT 116 milj. USD20242025: 810 milj. USD2025: EBIT 119 milj. USD2025810119
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Beauty products45 %

Cosmetics and makeup products sold primarily under the IL MAKIAGE brand.

Skincare and wellness45 %

Personal care and wellness products sold under SpoiledChild and METHODIQ.

Digital commerce platform10 %

Online consumer acquisition, data science, and AI infrastructure used to build brands.

Asiakkaat

Oddity sells primarily to individual consumers who buy beauty and wellness products online, often after interacting with the company's digital platform and brand-led marketing. The core customer base includes repeat purchasers of cosmetics, skincare, and wellness products who value convenience, personalization, and direct-to-consumer purchasing. The company also serves users who engage with its platform before converting into brand customers, supporting product testing and customer acquisition.

Direct-to-consumer beauty shoppers

Buy IL MAKIAGE makeup and related products online for convenience and brand fit.

Skincare and wellness consumers

Buy SpoiledChild and METHODIQ products for personal care and wellness needs.

Repeat online customers

Purchase repeatedly from the platform because the brands and recommendations are personalized.

Prospective platform users

Engage with the online experience and convert into brand customers over time.

Strategia

Oddity's strategy is to use data science and AI to identify consumer needs and launch digital-first beauty and wellness brands that can scale beyond traditional retail channels. The company is also building a portfolio model around existing brands while investing in new brand creation, such as METHODIQ, to broaden its growth base and deepen repeat purchasing.

Scale existing brandsLyhyt aikaväli

Repeat customers and strong brand recognition support efficient growth.

Launch and build new brandsKeskipitkä aikaväli

A broader brand portfolio reduces dependence on a single product line.

Invest in product science and data capabilitiesKeskipitkä aikaväli

AI-driven product development supports differentiation in beauty and wellness.

Maantiede

2025

Oddity operates with business headquarters in New York City, an R&D center in Tel Aviv, and a biotechnology lab in Boston, showing a footprint split across the United States and Israel. The business appears to sell through an online platform, so geography matters both for product development locations and for access to consumer markets served digitally. No country-level revenue split was disclosed in the provided excerpts.

North America82 %
Other countries (US filing)14 %
Israel3,4 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Oddity's main risks stem from dependence on online consumer demand, heavy reliance on a small number of brands, and the need to keep acquiring and retaining repeat customers efficiently. The beauty and wellness categories are highly competitive and trend-driven, while the company's data-driven model adds execution risk around product launches, marketing effectiveness, and consumer privacy expectations.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Consumer demand volatility1Brand concentration2Digital marketing efficiency3Product launch execution4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Consumer demand volatilityVaikutus: KorkeaTodennäköisyys: Korkea

    Beauty and wellness purchases are discretionary and influenced by trends.

    Kohdistuu: Direct-to-consumer sales

  2. Brand concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A meaningful share of demand comes from a limited number of owned brands.

    Kohdistuu: IL MAKIAGE and SpoiledChild

  3. Digital marketing efficiencyVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The business depends on online acquisition and repeat conversion economics.

    Kohdistuu: AI-driven online platform

  4. Product launch executionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    New brand success depends on product-market fit and scalable customer adoption.

    Kohdistuu: METHODIQ and future launches

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

Consumer product sales require timing based on shipment and delivery.

Vaikutus: Affects quarterly net revenue and comparability

Inventory accounting

Product launches and demand forecasting influence inventory balances and write-down risk.

Vaikutus: Affects cost of revenue and gross profit

Non-GAAP adjustments

Adjusted EBITDA and adjusted net income exclude items management views as non-recurring or non-cash.

Vaikutus: Affects valuation and operating performance analysis

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 28.9.2026

Oddity Tech Ltd (ODD) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo