ODDOddity Tech Ltd.
The Read
Oddity Tech’s stock initially fell on Q1 2026 revenue declines but then rallied about 9.
The schedule
- Mon9Nov
Third-quarter earnings report, providing a critical look at consumer demand elasticity and pre-holiday inventory builds.
- Tue12Jan
Preliminary read on Q4 holiday sales performance and online customer acquisition costs.
- Mon3May
Full-year 2026 earnings results and the initial FY2027 guidance for revenue and free cash flow generation.
- Mon2Aug
First-quarter earnings evaluating YoY comparisons against the deeply distressed Q1 2026 period.
Past
- Tue6Oct
Investor day outlining the product roadmap and updates on new brand incubations to offset legacy platform declines.
- Mon3Aug
Actual outcome: Bear · $14.12 at outcome
ODDITY Tech reported Q2 EPS of -$0.38, exactly matching consensus estimates. Without a bottom-line beat or clear positive catalysts to offset ongoing concerns about the company's sharp revenue contraction and margin deterioration, the results failed to reassure the market, leading to a 7.3% decline in the stock.
Second-quarter earnings release addressing the sharp -26% YoY revenue contraction and recent margin deterioration.
- Wed15Jul
Actual outcome: Bear · $16.22 at outcome
ODDITY's strategic capital allocation update failed to alleviate investor concerns regarding its soaring $609 million debt load and negative free cash flow. The lack of a compelling strategy to address these fundamental financial pressures drove a negative market reaction, causing the stock to drop 6.9% by the outcome date and continue its downward trajectory in the following weeks.
ODD's update on capital allocation strategy amid a soaring $609M debt load and negative free cash flow.
- Tue2Jun
Actual outcome: Bull · $11.40 at outcome
Stock rose 15.9% from event to outcome date, aligning with the bull trajectory.
Q1 2026 earnings print and assessment of top-line consumer resilience amidst macro pressures.
