Oddity Tech Ltd. ODD shares have rallied 51.9% over the past month, significantly outperforming the Zacks Computer and Technology sector’s return of 15.5% and the Zacks Internet - Software industry’s growth of 20.5%.

The company has also outpaced industry peers, including Paylocity Holding PCTY, Audioeye AEYE and StoneCo STNE. Over the past month, shares of Paylocity Holding and Audioeye have returned 6.6% and 6.1%, respectively, while StoneCo has dropped 1%.

ODD's outperformance can be attributed to its standout performance in the first quarter of 2025, driven by solid top and bottom-line growth. Revenues rose 27% year over year to $268 million, exceeding the Zacks Consensus Estimate by 2.86%. Earnings per share came in at 69 cents, representing a 13% increase from the prior year and surpassing expectations by 9.52%. This strong quarterly outperformance highlights the company’s solid execution and sustained demand across its digital-first beauty platform.

The industry’s structural transformation, particularly the shift to online channels, continues to play to Oddity’s strengths. As consumer preferences move increasingly toward digital-first experiences, the company is solidifying its leadership as a dominant B2C platform.

ODDITY Tech Ltd. Price and Consensus

ODDITY Tech Ltd. price-consensus-chart | ODDITY Tech Ltd. Quote

Strong Brands Power ODD’s Growth Outlook

Oddity Tech’s strong performance continues to be anchored by its growing portfolio of high-performing consumer brands. Both IL Makiage and SpoiledChild delivered double-digit revenue growth in the first quarter, underscoring their central role in the company’s momentum. These brands not only fuel current results but also provide a strong foundation for long-term growth and overall performance.

IL MAKIAGE remains the company’s flagship brand and continues to perform ahead of expectations. Management reiterated confidence in achieving the brand’s $1 billion revenue target by 2028. A key driver of this trajectory is IL Makiage Skin, which is anticipated to contribute nearly 40% of the brand’s total revenues this year.

Meanwhile, SpoiledChild, now in its third year since launch, is quickly establishing itself as a formidable growth engine. The brand is on track to surpass $200 million in revenues in 2025, backed by healthy margins and strong consumer adoption.

ODD Scales With Pipeline Innovation & Global Reach

Oddity Tech continues to make significant strides in expanding its product portfolio, with its innovation pipeline playing a central role in its growth strategy. Development of Brand 3 is on track for a soft launch in the third quarter of 2025 and a full commercial rollout by year-end. Preparations are also underway for the launch of Brand 4 in 2026, reinforcing the company’s commitment to sustained product development. Simultaneously, ODDITY LABS — the company’s proprietary molecule discovery platform — remains a key driver of differentiation, strengthening its ability to deliver cutting-edge, science-driven products that resonate with modern consumers.

Oddity’s international expansion is accelerating, with promising early results in key European markets. The company achieved double-digit growth in France, Italy and Spain, highlighting the success of its global scaling efforts. Management remains optimistic about the international opportunity, noting that while more than 80% of Oddity’s revenues currently come from the United States, this opens the door for the company to build scale abroad and unlock new growth engines beyond its home market.