Waldencast plc WarrantWALDW
About: Waldencast PLC is a beauty and wellness operating platform. The company is organized into two reportable segments namely Obagi Skincare and Milk Makeup. The company generates the majority of its revenue from the Obagi Medical segment. The Obagi Medical segment is engaged in developing, marketing, and selling skin health products. The Milk Makeup segment includes developing, marketing, and selling cosmetics, skincare, and other beauty products. Geographically the company generates the majority of its revenue from North America region.
Employees: 332
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.15% less ownership
Funds ownership: 7.65% [Q4 2024] → 7.5% (-0.15%) [Q1 2025]
10% less funds holding
Funds holding: 20 [Q4 2024] → 18 (-2) [Q1 2025]
21% less capital invested
Capital invested by funds: $1.79M [Q4 2024] → $1.4M (-$384K) [Q1 2025]
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Research analyst outlook
We haven’t received any recent analyst ratings for WALDW.
Financial journalist opinion
We haven’t received any recent news articles for WALDW.