
WALD Stock Forecast & Price Target
WALD Analyst Ratings
Bulls say
Waldencast PLC's Milk Makeup segment demonstrated significant financial strength, with an adjusted gross margin expansion of 280 basis points year-over-year to 67.7%, indicating improved profitability. The brand's growth rate reaccelerated by 10.1% in the third quarter, driven by robust eCommerce and international demand despite a reduction in distribution points. Overall, the company reported total sales growth of 5.6% year-over-year in the second quarter, reflecting a strong performance in its direct-to-consumer and international channels, ultimately positioning Waldencast favorably within the beauty and wellness sector.
Bears say
Waldencast PLC faces significant challenges that contribute to a negative outlook on its stock, particularly highlighted by a 10.6% decrease in consensus forecasts. The company's consolidated adjusted gross margin fell by 190 basis points year-over-year to 71.2%, primarily due to a sharp decline in Obagi's margin by 580 basis points, overshadowing a modest improvement in Milk Makeup's margin. Additionally, total sales for the fourth quarter decreased by 0.1% to $72.0 million, missing estimates and indicating stagnation in revenue growth, compounded by ongoing strategic reviews and reduced revenue outlooks for fiscal years 2025 and 2026.
This aggregate rating is based on analysts' research of Waldencast Acquisition Corp and is not a guaranteed prediction by Public.com or investment advice.
WALD Analyst Forecast & Price Prediction
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