Added to YB: 2025-09-24
Pitch date: 2025-08-05
ODD [bearish]
Oddity Tech Ltd.
+69.28%
current return
Author Info
No bio for this author
Company Info
Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States, Israel, and internationally.
Market Cap
$555.8M
Pitch Price
$58.26
Price Target
15.00 (-16%)
Dividend
N/A
EV/EBITDA
7.90
P/E
11.59
EV/Sales
0.67
Sector
Personal Care Products
Category
N/A
Oddity Tech Ltd. - $ODD (short)
ODD short: DTC cosmetics co w/ impressive growth but undifferentiated premium products lacking real innovation. Strong marketing machine but no sustainable moat in hypercompetitive beauty industry. 30x '26 P/E, 17% short interest. Bear case: growth decelerates as customer acquisition saturates, new brand launches fail, competition intensifies. Target ~$40 if growth slows, ~$15 if negative.
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