Olaplex Holdings, Inc. (OLPX)

In August 2025, Olaplex acquired Purvala and anticipated DTC headwinds in Q3 but expected benefits in Q4. Olaplex reported a 3.8% year-over-year decline in net sales for Q3 2025, surpassing expectations, with professional channel sales increasing, DTC and specialty retail sales declining, international sales growing, and US sales declining. In January 2026, Olaplex received varied analyst ratings, and as of February 6, 2026, the stock price experienced a loss over the preceding two weeks. On February 7, 2026, Wall Street Zen upgraded Olaplex to a 'Hold' rating.

Olaplex experiences some seasonality in product demand. The company anticipated headwinds in its direct-to-consumer channel in the third quarter of 2025, following significant sales events in the second quarter of 2025. The fourth quarter is expected to benefit from major sales events and the introduction of new innovations.

Olaplex Holdings, Inc. is a beauty company known for its Complete Bond Technology™, which protects, strengthens, and relinks hair's disulfide bonds. The company offers professional in-salon treatments and a consumer line for at-home use. Olaplex uses an outsourced manufacturing model and distributes its products through professional salons, specialty retailers, and its DTC website.

Olaplex has a significant global presence, with its products sold in over 70 countries. Approximately half of the company's business is international.

In February 2025, Olaplex launched its 'Bonds and Beyond' business strategy and a brand refresh. The brand's reputation has been impacted by lawsuits alleging hair damage and loss, which the company has denied. Despite these challenges, the company has invested in sales and marketing and introduced new products.

Olaplex Holdings, Inc.'s ownership is largely institutional, with institutional investors and hedge funds owning approximately 87.37% of the stock. Retail investors hold about 10.32%, and insiders account for 2.31% of the ownership. Advent International Corp/ma remains one of the largest holders.