Oddity Sees Clearer View on Beauty Market Amidst Current Challenges
New York, NY - September 9, 2026 - Despite facing recent customer acquisition cost challenges, Oddity's CEO Oran Holtzman expressed optimism about the company's future prospects in the beauty and wellness market. During the company's Q2 2026 earnings conference call, Holtzman highlighted the potential for growth in the category, driven by consumer demand for channel and product.
According to Holtzman, the current technical problem facing Oddity - an algorithm dislocation affecting its IL MAKIAGE ad account - has nothing to do with the brand runway. The CEO emphasized that the issue is solvable and that the company remains hopeful about normalization.
Oddity's results for Q2 2026 were highlighted by the continued growth of SpoiledChild, which reported a strong year-to-date overall performance, growing at least 35% this year and approaching $350 million in net revenue. METHODIQ also showed promise after launching only several months ago, with expectations that it will deliver first-year revenue ahead of SpoiledChild's.
Holtzman stated that both SpoiledChild and METHODIQ are building ambitious plans for 2027 and will update investors on their progress in the coming months. The CEO emphasized Oddity's commitment to strengthening its business, moving past the current dislocation, and returning to playing offense in what he sees as one of the most attractive markets in the world.
With over 70 million users on its direct-to-consumer platform, Oddity believes it has a clearer view than others on where demand is and how best to serve consumers. Consumers are taking control of their health and wellness decisions, with a growing appetite for beauty and medicine converging online.
Oddity's portfolio of trusted brands caters to consumers across a range of needs, from beauty to wellness to medical-grade products. The goal is to deliver unmatched experiences, best-in-class products, and precise treatment protocols that solve consumer pain points.
Holtzman cited hyperpigmentation as an example of Oddity's integrated platform in action. METHODIQ has seen higher customer satisfaction and retention signals for this market, demonstrating the potential for success with personalized treatment regimens and vision technology from ODDITY LABS.
