ODDITY $ODD Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $181M (Est. $178M) 🟢; -25% YoY 🔹 Adj. EPS: $0.20 (Est. $0.16) 🟢; -78% YoY 🔹 Adjusted EBITDA: $13M (Est. $8.8M) 🟢; -81% YoY FY26 Guide: 🔹 Adjusted EBITDA: $30M-$32M (Est. $10.7M) 🟢 🔹 Revenue: -19% YoY Q3 Guide: 🔹 Adjusted EBITDA: $18M-$20M (Est. $6.3M) 🟢 🔹 Revenue: -5% YoY Other Q2 Metrics: 🔹 Gross Margin: 68.7%; -360 bps YoY 🔹 Net Income: $13M 🔹 Cash, Cash Equivalents & Investments: $561M Capital Return: 🔹 Share Repurchases: $80M 🔹 Exchangeable Note Repurchase: $35M Comments: 🔸 “We remain hopeful that IL MAKIAGE is on track to achieve normalization and we continue to work in close partnership with our largest advertising partner to solve the technical issue.” 🔸 “As a result, we now expect third quarter net revenue to decline approximately 5% year-over-year, a meaningful sequential improvement from the first half.”