Waldencast plc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$285.9Mnext fiscal year
FY EPS (est.)
-$0.83next fiscal year
Monitoring Framework
Key Performance Indicators
Net Revenue Annually272.1MTarget: Broadly flat to slightly positive growth post-divestiture
Adjusted EBITDA Annually16.1MTarget: Improvement driven by Milk Makeup scaling and corporate cost reduction
Net Debt Quarterly121.7MTarget: Complete eradication of senior secured term loan ($178M) post-Obagi sale closing
Watch Items
- Closing of the Obagi Medical divestiture to BridgepointTrigger: Transaction value up to $460 million ($366 million guaranteed cash at closing)Action: Monitor regulatory approvals, transition of founders Michel Brousset and Hind Sebti to Obagi, and appointment of Felipe Dutra as Executive Chairman.
- Milk Makeup international market performance and consumption trendsTrigger: Continued softness in international markets offsetting US growthAction: Evaluate the effectiveness of the newly appointed President Mazdack Rassi's turnaround initiatives and international marketing investments.
Research as of 20 Jun 2026