Perfumes, Cosmetics & Other Toilet PreparationsIFRS · EUR

Olaplex Holdings, Inc

OLAPLEX Holdings, Inc. is a U.S.-based beauty company built around bond-building haircare products sold through professional salons, specialty retail, and direct-to-consumer channels. Its portfolio centers on patented hair treatment and maintenance products used by stylists and consumers in more than 60 countries.

Kysy yhtiöstä
Liikevaihto423milj. EUR
+0,1 %v/v
Liikevoitto (EBIT)7,0milj. EUR
−89,6 %v/v
EBIT-marginaali1,6%
−14,2 %-yks.v/v
Nettotulos−9,3milj. EUR
−147,4 %v/v
Vapaa kassavirta58,3milj. EUR
−58,9 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

0200400600800milj. EUR2020: 282 milj. EUR2020: EBIT 86 milj. EUR20202021: 598 milj. EUR2021: EBIT 334 milj. EUR20212022: 704 milj. EUR2022: EBIT 364 milj. EUR20222023: 458 milj. EUR2023: EBIT 108 milj. EUR20232024: 423 milj. EUR2024: EBIT 67 milj. EUR20242025: 423 milj. EUR2025: EBIT 7,0 milj. EUR20254237,0
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Olaplex Holdings, Inc

Liiketoiminta

Osuus liikevaihdosta
Professional hair treatments36 %

Salon-use products sold through professional distributors for in-salon chemical services.

Specialty retail haircare31 %

Haircare products sold through retailers for physical stores and e-commerce.

Direct-to-consumer33 %

Products sold directly through Olaplex.com and third-party e-commerce channels.

Asiakkaat

OLAPLEX sells to professional stylists and salon distributors, retail partners, and consumers who buy directly online. The professional channel is anchored in salon services, while specialty retail and DTC serve consumers seeking maintenance and repair products for at-home use.

Professional salons and stylists

Buy bond-building treatments for chemical services and client retail recommendations.

Specialty retail partners

Buy haircare products for physical stores and retailer e-commerce channels.

Direct-to-consumer shoppers

Buy through Olaplex.com and third-party e-commerce for at-home use.

International distributors

Buy and distribute products in overseas markets under local channel structures.

Strategia

OLAPLEX is focused on its omnichannel model, combining professional, specialty retail, and DTC to reinforce brand awareness and customer reach. It is also resetting international distribution market by market, using different operating models depending on local growth potential and channel dynamics.

Omnichannel brand buildingKeskipitkä aikaväli

Multiple channels reinforce each other and broaden customer reach.

International market resetLyhyt aikaväli

Different markets require different distribution and investment intensity.

Innovation and IP protectionPitkä aikaväli

Patented technology and product development support differentiation.

Maantiede

OLAPLEX sells products in the U.S. and internationally, with reported net sales split roughly evenly between domestic and international markets. The company says its products were sold in more than 60 countries, and it also manufactures some products in Europe and uses third-party facilities there for warehousing and distribution.

Riskit

OLAPLEX depends on a limited number of large customers and on the health of salon and retail channels, so changes in retailer support, salon demand, or customer concentration can materially affect sales. The business is also exposed to global operating risks, including foreign exchange, trade restrictions, geopolitical tensions, and local market instability, because a large share of sales comes from outside the U.S.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Professional channel demand weakness1Customer concentration2Global operating and geopolitical exposure3Retail channel consolidation4Brand reputation risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Professional channel demand weaknessVaikutus: KorkeaTodennäköisyys: Korkea

    Salon product demand depends on consumer salon activity and stylist support.

    Kohdistuu: Professional sales and distributor inventory levels

  2. Customer concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A small number of customers can represent a large share of net sales, increasing loss-of-account risk.

    Kohdistuu: One customer represented 18% of 2025 net sales

  3. Global operating and geopolitical exposureVaikutus: KorkeaTodennäköisyys: Kohtalainen

    International sales and European operations create FX, trade, and political risk.

    Kohdistuu: More than 60 countries; Europe manufacturing and logistics

  4. Retail channel consolidationVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Fewer or larger retailers can pressure pricing, shelf space, and brand visibility.

    Kohdistuu: Specialty retail channel

  5. Brand reputation riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The professional community strongly influences adoption and repeat purchasing.

    Kohdistuu: Pros and salon end consumers

Kysy Clarifolta: Olaplex Holdings, Inc

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition and variable consideration

Promotional allowances and discounts are estimated at sale and can change reported net sales.

Vaikutus: Net sales and gross margin timing

Inventory reserves

Excess and obsolete inventory depends on demand, pricing, and customer inventory behavior.

Vaikutus: Cost of sales and inventory carrying value

Goodwill and intangible impairment

Brand and acquisition-related intangibles are tested against market and cash flow assumptions.

Vaikutus: Potential non-cash impairment charges

Tax Receivable Agreement liability

Future payments depend on taxable income, tax rates, and deductions over time.

Vaikutus: Other income/expense and long-term liabilities

Seasonality and channel timing

Retail restocking and distributor ordering can create quarter-to-quarter volatility.

Vaikutus: Comparability of quarterly revenue and working capital

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Päivitetty: 24.9.2026