Olaplex Holdings, Inc. (OLPX)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · OLPX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Successfully consummate the merger with Henkel and integrate Olaplex as a wholly owned subsidiary.
Stated as a priority in 3 of last 3 quarters. The merger with Henkel was completed with a total equity value of approximately $1.4 billion by 2026-Q3. Management has consistently emphasized completing the merger and integration, and the transaction closed as planned, indicating delivery on this priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“As a result of the consummation of the Merger, a change in control of the Company occurred, and the Company became a wholly owned Subsidiary of Parent.”
“Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock of the Company was converted.”
“On March 26, 2026, Olaplex Holdings, Inc. entered into an Agreement and Plan of Merger with Henkel US Operations Corporation.”
In connection with the merger, repay all outstanding debt and terminate all commitments under existing credit agreements.
Newly stated in 2026-Q3. The Company fully repaid all outstanding indebtedness and terminated credit commitments as part of the merger closing. This action aligns with management's stated priority to deleverage and simplify capital structure at merger completion.
“On July 7, 2026, the Company repaid in full all outstanding indebtedness and terminated all commitments under the Credit Agreement.”
Request Nasdaq delisting and complete transfer of listing following merger consummation.
Newly stated in 2026-Q3. The Company requested Nasdaq delisting and shares ceased trading on July 7, 2026, completing the transfer of listing as planned. This matches management's stated regulatory priority at merger close.
“The Company notified Nasdaq of the consummation of the Merger and requested that Nasdaq delist the Common Stock.”
Over the trailing year it converted 5.71x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.